Henry A. Callaway 3
2019
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Pull out the substance of this filing.
What was filed
54
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Mobile Area Council BSA
- Alabama State Bar Bankruptcy Section
- University of Alabama
- McElhaney State Farm Agency, salary
As filed
Individual Assets (H)
ServisFirst Bank accounts (cash) — Interest
401k ACCOUNT #1 (H)
State Farm Associates Balanced Fund (STFBX) — None
IRA #1 (H)
Vanguard Wellington Fund (VWELX) — Dividend
IRA #2 (H)
Vanguard Wellington Fund (VWELX) (X) — None
IRA #3 (H)
Vanguard Dividend Apprec Index Adm Cl (VDADX) — Dividend — Sold (part)
Vanguard Dividend Apprec Index Adm Cl (VDADX) — Sold (part)
Vanguard Intermediate Term Invest Grade Adviral CL (VFIDX) — Dividend — Buy
Vanguard Short Term Invest Grade Adm (VFSUX) — Dividend — Sold (part)
Vanguard Short Term Invest Grade Adm (VFSUX) — Sold (part)
Vanguard Healthcare Adm (VGHAX) — Dividend — Sold (part)
Vanguard Healthcare Adm (VGHAX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Dividend — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard High Yield Corp Adm (VWEAX) — Dividend — Sold (part)
Vanguard High Yield Corp Adm (VWEAX) — Sold (part)
Vanguard High Yield Corp Adm (VWEAX) — Sold
Vanguard Intl Growth Adm Cl (VWILX) — Dividend — Sold (part)
Vanguard Intl Growth Adm Cl (VWILX) — Sold (part)
Prime Cap Odyssey Aggressive Growth (POAGX) — Dividend — Buy (add'l)
Prime Cap Odyssey Aggressive Growth (POAGX) — Sold (part)
Vanguard S&P Mid Cap 400 Index ETF (IVOO) — Dividend — Sold (part)
Vanguard S&P Mid Cap 400 Index ETF (IVOO) — Sold (part)
Vanguard S&P Mid Cap 400 Value ETF (IVOV) — Dividend — Sold (part)
Vanguard S&P Mid Cap 400 Value ETF (IVOV) — Sold (part)
Avendro Inc ( AVDR) — None — Buy
Avendro Inc ( AVDR) — Sold
Castle Biosciences Inc (CSTL) — None — Buy
Castle Biosciences Inc (CSTL) — Sold
IRA #4 (H)
Vanguard Target Retirement 2025 (X) — Dividend
New York's 529 College Savings Program Direct Plan #1 (H)
Aggressive Age-Based Option: Aggressive Growth Portfolio (X) — None
Executive Board, Mobile Area Council BSA
Reimbursement — Alabama State Bar Bankruptcy Section — June 6-9, 2019 — Destin, FL — Seminar — Transportation, meals, lodging
Reimbursement — University of Alabama — November 21-22, 2019 — Birmingham, AL — Seminar — Transportation, meals, lodging
Spouse's income — 2019 — McElhaney State Farm Agency, salary
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.