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Pull out the substance of this filing.

What was filed

  • 113

    investments

  • 7

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Children's Village Board of Directors
  • Beta Kappa Boule Charitable Foundation
  • Alabama Law Foundation
  • Bethel Baptist Historic Renovation Foundation
  • Habitat for Humanity Birmingham
  • Robert R. Meyer Foundation Advisory Committee
  • Sister Cities Commission of Birmingham
  • Sallie Mae
  • Duke Law School
  • American Consitution Society
  • United States Federal Courts -- salary

As filed

Regions Bank Account 1 — Interest

Regions Bank Account 2 — Interest

Regions Bank Account 3 — Interest

Bank of America Account — Interest

American Express Bank — Interest

Goldman Sachs Marcus Bank — Interest

Rental Property #2, Birmingham, AL (2015 $617,000) — Rent

Merril Edge CMA Account (H)

Amazon.Com — None

Berkshire Hathaway Class B — None — Buy (add'l)

Diamondback Engery — None — Sold

Facebook — None — Sold

General Electric — Dividend

Google Common Stock -- Class A — None

Google Class C — None

Mueller Water Products — Dividend

Vulcan Materials Common Stock — Dividend

WABTech — Dividend — Spinoff (from line 13)

WABTech — Sold

Merril Lynch Direct Deposit — Interest

Schwab Brokerage IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Mid-Cad Index Fund — Dividend

Vanguard Small Cap Growth Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Wellington Fund — Dividend

Vanguard Roth IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Brokerage Account (H)

Total Stock Market Index Fund — Dividend

Merrill Edge Account (H)

Alibaba — None

Amazon — None — Buy (add'l)

Amazon — Buy (add'l)

Apple — Dividend — Sold (part)

Bank of America — Dividend

Buckeye Partners — Dividend — Distributed

China Mobile — Dividend

China Telecom — Dividend

Cisco — Dividend

Clearbridge Aggressive Growth Fund — Distribution

Clearbridge Large Cap Growth — Distribution

Clearbridge Large Cap Value — Distribution — Sold (part)

DSW — Dividend

Dunkin — Dividend — Sold (part)

Ebay — Dividend — Buy

Facebook — None — Buy (add'l)

First Solar — None

Ford — Dividend

Goldman Sachs — Dividend

Google Class A — None

Google Class C — None — Buy (add'l)

Google Class C — Buy (add'l)

General Electric — Dividend

JP Morgan Chase — Dividend

Lord Abbett Intermediate Tax Free — Dividend

Nissan — Dividend

Pfizer — Dividend

Proctor & Gamble — Dividend

Regions — Dividend

Republic Bancorp — Dividend

Teladoc — None — Buy

Teladoc — Sold

Teladoc — Buy

Teladoc — Sold

Teladoc — Buy

Teladoc — Sold

Teladoc — Buy

Teladoc — Sold

Teladoc — Buy

Teladoc — Sold

Teladoc — Buy

Teladoc — Sold

Teladoc — Buy

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Tesla — None

Tocqueville Int'l Value — Dividend

Toyota — Dividend

Twitter — None

Vanguard FTSE Emerging — Dividend

Vanguard Dividend Growth — Dividend

Vanguard 500 Index — Dividend — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard Small Cap — Dividend

Verizon — Dividend

WAB Tech — Dividend — Spinoff (from line 55)

Wells Fargo Small Cap World Fund — Dividend

Director, Children's Village Board of Directors

Chair, Beta Kappa Boule Charitable Foundation

Director, Alabama Law Foundation

Director, Bethel Baptist Historic Renovation Foundation

Director, Habitat for Humanity Birmingham

Advisor, Robert R. Meyer Foundation Advisory Committee

Director, Sister Cities Commission of Birmingham

Liability — Sallie Mae — Co-signer of student loans

Reimbursement — Duke Law School — May 20 - June 14, 2019 — Durham, NC — Education — Tuition and Room and Board

Reimbursement — American Consitution Society — November 15 - 16, 2019 — Las Vegas, NV — Education — Room and Board

Spouse's income — 2019 — United States Federal Courts -- salary

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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