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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 57

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 7

    debts

  • 5

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • American Express
  • Chase
  • Drummond Community Bank
  • Discover
  • Renasant Bank (Y)
  • Drummond Community Bank (Y)
  • Florida Bar Association, Business Law Section
  • Alabama State Bar Association
  • Florida Bar Association
  • Northern District of Florida Bankruptcy Bar Association
  • American Bankruptcy Institute
  • - Real Estate Broker
  • - Commercial real estate ownership, rental and management

As filed

Renasant Bank - accounts — Interest

SunTrust Bank - accounts (Y)

Capital City Bank - checking account (see Part VIII) — None

Note Receivable - (Y)

Vacant Lot 4, Steinhatchee Subd., Taylor Co., FL(Y)

Farming operation - Alachua Co., FL (See Part VIII) — Distribution

IRA # 1 Farnsley Wealth Management, LLC (previous Farnsley & Johnston)

American Growth Fund of Amer — Dividend

AMG River Road Div All Cap — None — Sold

Columbia Contrarian — Dividend

Columbia Dividend Income — Dividend

Franklin Income Fund Advisor Class(Y)

John Hancock Disciplined Value Fund Class A — Dividend

John Hancock Disciplined Value Mid Cap — Dividend

JP Morgan Small Cap Equity — Dividend

JP Morgan International Value Fund Institutional Class — Dividend

JP Morgan Mid Cap Value Fund Institutional Shares — Dividend

JP Morgan US Equity Fund — Dividend — Sold (part)

JP Morgan U.S. Large Cap Core Plus Fund Select Class — Dividend

Lazard Emerging Markets Equity Port Institutional SHS — None — Sold

Mainstay Epoch Global Equity Yield Fund Class A — Dividend

MFS International Growth Fund Class 1 — Dividend

MFS Research Fund Class A — Dividend

MFS Utilities Fund Class A — Dividend

Invesco Oppenheimer Int'l Sml Mid Co (fka Oppenhiemer Int'l Sml Mid) — Dividend

Principal Small Mid Cap Dividend Income Fund Class P — Dividend

PGIM Jennison Equity — Dividend

PGIM Jennison Mid Cap — Dividend

American Europacific Growth Fund CL F2 — Dividend

American Smallcap World Fund CL F2 — Dividend

Cohen & Steers Pref Securities Income I — Dividend

Value Line Small Cap Opport CL INSTL — Dividend

Goldman Sachs Small/Mid Cap Growth Prosp. — Dividend

Goldman Sachs Intl Sm Cap Insights — Dividend

John Hancock Seaport Long/Short CL I — None — Sold

American Amcap Fund 2 (X) — Dividend — Buy

Goldman Sachs Emerg Mkts Equity (X) — Dividend — Buy

MFS New Discovery Fund (X) — Dividend — Buy

IRA #2 Farnsley Wealth Management, LLC (previous Farnsley & Johnston)

Brown Advisory Growth Equity Fund Investor Shares — None — Sold

Cohen & Steers Pref. Securities — Dividend

John Hancock Disciplined Value Mid Cap — Dividend

J P Morgan US Large Cap Core (Plus Fund Select Class N/L) — Dividend

J P Morgan Mid Cap Value Fund Institutinoal Shares — Dividend

MFS Research Fund Class A — Dividend

Invesco Oppenheimer Dev Mkts (previous Oppenheimer Dev Markets) — Dividend

Swan Defined Risk Fund — None — Sold

Value Line Small Cap — Dividend

John Hancock Seaport Long/Short — None — Sold

Goldman Sachs Emerg Mkts Eq (X) — Dividend — Buy

American Growth Fund of America (X) — Dividend — Buy

JP Morgan Hedged Equity (X) — Dividend — Buy

Goldman Sachs Small/Mid Cap (X) — Dividend — Buy

MFS New Discovery FL CL I (X) — Dividend — Buy

VALIC Retirement FICA Alt Plan Acct #: 1934 — Dividend

Liability — American Express — various credit cards

Liability — Chase — various credit cards

Liability — Drummond Community Bank — Line of Credit - personal

Liability — Drummond Community Bank — Line of Credit- personal

Liability — Discover — Credit Card

Liability — Renasant Bank (Y) — Line of Credit - personal

Liability — Drummond Community Bank (Y) — Commercial real estate loan

Reimbursement — Florida Bar Association, Business Law Section — 03/10/2019 through 03/14/2019 — Isreal — Executive Council Retreat — Lodging, Meals, Transportation

Reimbursement — Alabama State Bar Association — 06/06/2019 through 06/08/2019 — Destin, FL — Educational Seminar — Lodging, Meals, transportation

Reimbursement — Florida Bar Association — 06/26/2018 through 06/28/2018 — Boca Raton, FL — Annual Seminar — Lodging, Meals, transportation

Reimbursement — Northern District of Florida Bankruptcy Bar Association — 09/12/2019 through 09/13/2019 — Pensacola, FL — Educational Seminar — Lodging, Meals, Transportation

Reimbursement — American Bankruptcy Institute — 09/19/2019 through 09/20/2019 — Washington, D.C. — Educational Seminar — Lodging, Meals, Transportation

Spouse's income — 2019 — - Real Estate Broker

Spouse's income — 2019 — - Commercial real estate ownership, rental and management

PART VI - LINE 4 - DRUMMOND COMMUNITY BANK - THIS WAS PAID OFF IN DECEMBER 2018

PART VII - LINE 4- NOTE RECEIVABLE - . - THIS WAS PAID OFF IN DECEMBER 2018 ON THE SALE

OF COMMERCIAL PROPERTY, SO WAS NOT AN ASSET IN 2019.

PART VII- LINE 3 - CAPITAL CITY BANK ACCOUNT IS A CHECKING ACCOUNT AND EARNED NO INTEREST.

PART VII - LINE 8 - FARMING OPERATION (PECANS) HAD $0 INCOME IN 2019.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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