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Pull out the substance of this filing.

What was filed

  • 39

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • M. Gary Carter, M.D., P.A.
  • Institute of Continuing Legal Education in Georgia
  • Coastal Bankruptcy Law Institute
  • Drake Bankruptcy American Inn of Court
  • Mulberry Street United Methodist Church

As filed

Cash Accounts; State Bank & Trust — Interest

Brokerage Account (IRA) (H)

Pepsico common stock — Dividend

First Trust Sabrient Bakers Dozen Port 2018 Series Term 02/28/2017 — Dividend

Invesco S&P 500 Equal Weight ETF — Dividend

Weyerhauser Co. — Dividend

Raymond James Bank, N.A. — Interest

Vanguard Equity Income Fund (IRA) — Dividend

Dodge & Cox International Stock Fund (IRA) — Dividend

Franklin Mutual Beacon Fund (IRA) — Dividend

SunTrust Bank 401(k) Account (H)

Vanguard Russell 2000 Value Index Fund — Dividend

Vanguard Total Bond Market Index Fund — Dividend

Vanguard Inflation Protected Securities Fund — Dividend

Vanguard Target Retirement 2040 Fund — Dividend

Mass Mutual Whole Life Policy — Dividend

OneAmerica (State Life) Whole Life Policy (1/3 ownership) — Dividend

Mass Mutual Whole Life Policy (1/4 ownership) — Dividend

Mass Mutual Whole Life Policy (1/3 ownership) — Dividend

Vanguard 529 College Savings Plan (Nevada) (H)

Vanguard Moderate Age-Based Portfolio — Int./Div. — Buy (add'l)

Vanguard Moderate Age-Based Portfolio — Buy (add'l)

Vanguard Value Index Fund — Int./Div. — Buy (add'l)

Vanguard Value Index Fund — Buy (add'l)

Vanguard 529 College Savings Plan (Nevada) (H)

Vanguard Value Index Fund — Int./Div. — Buy (add'l)

Vanguard Aggressive Age-Based Portfolio — Int./Div. — Buy (add'l)

Vanguard Aggressive Age-Based Portfolio — Buy (add'l)

Vanguard 529 College Savings Plan (Nevada) (H)

Vanguard Aggressive Growth Portfolio — Int./Div. — Buy (add'l)

Vanguard Value Index Fund — Int./Div. — Buy (add'l)

Vanguard Value Index Fund — Buy (add'l)

Taverna Buckhead, LP — Distribution

Westpath--United Methodist Personal Investment Plan (H)

Fixed Income Fund — Int./Div.

Extended Term Fixed Income Fund — Int./Div.

U.S. Equity Fund — Int./Div.

International Equity Fund — Int./Div.

Cash Accounts; Robins Financial Credit Union — Interest — Open

Secretary, M. Gary Carter, M.D., P.A.

Reimbursement — Institute of Continuing Legal Education in Georgia — 12/12/19 to 12/13/19 — Greensboro, GA — Bankruptcy CLE — hotel, meals

Reimbursement — Coastal Bankruptcy Law Institute — 04/18/19 to 04/19/19 — Savannah, GA — Bankruptcy CLE — hotel, meals, local transportation

Reimbursement — Drake Bankruptcy American Inn of Court — 06/14/19 — Atlanta, GA — Annual Meeting — meal, golf

Spouse's income — 2019 — Mulberry Street United Methodist Church

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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