Annemarie Carney Axon

What was filed

146
investments
1
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
1
spouse income

Named parties

Mountain Brook City Schools Foundation
U.S. Department of Education
Antonin Scalia Law School- George Mason University
Starnes Davis Florie, self-employed attorney

As filed

Aristotle Value Equity Fund — None — Sold

AQR U.S. Defensive Equity Fund Cl N — Dividend — Buy

Duke Energy Corp — Dividend — Sold

Ashmore Emerging Markets Corporate Debt Fund Cl I — Dividend — Sold (part)

Ashmore Emerging Markets Corporate Debt Fund Cl I — Sold

Fidelity Capital & Income — Dividend — Buy

Fidelity Cash Reserves — Dividend

General Dynamics Corp — Dividend — Sold (part)

General Dynamics Corp — Sold

Hasbro Inc Com — Dividend — Sold

Fidelity International Small Cap — None — Sold

Goldman Sachs Muni Income Inst'l — Int./Div. — Buy

Goldman Sachs Muni Income Inst'l — Buy (add'l)

Goldman Sachs Muni Income Inst'l — Sold

Maingate MLP Fund Cl I — Dividend — Sold

IShares Edge Msci Min Vol Emerging Markets ETF — Dividend — Buy

IShares Edge Msci Min Vol Emerging Markets ETF — Buy (add'l)

IShares Edge Msci Min Vol Emerging Markets ETF — Sold (part)

IShares Tr Msci USA Minimum Volatility Index Fund — Dividend — Buy

IShares Tr Msci USA Minimum Volatility Index Fund — Buy (add'l)

IShares Tr Msci USA Minimum Volatility Index Fund — Sold (part)

IShares Tr Msci USA Minimum Volatility Index Fund — Buy (add'l)

JPMorgan Ultra-Short Income ETF — Dividend — Buy (add'l)

JPMorgan Ultra-Short Income ETF — Sold

JP Morgan Strategic Income Opportunities Fund Cl S — None — Buy

JP Morgan Strategic Income Opportunities Fund Cl S — Buy (add'l)

Lord Abbett Bond Debenture Cl A — Dividend — Buy

Newmarket Corp — Dividend — Sold (part)

Newmarket Corp — Sold (part)

Newmarket Corp — Sold

Polen Growth Fund Inst'l cl — Dividend — Sold (part)

FDIC Bank Deposit Sweep Program — Int./Div.

Undiscovered Managers Behavioral In — Dividend

Vanguard Mid Cap — Dividend

Vanguard REIT Index ETF — None — Sold (part)

Vanguard REIT Index ETF — Sold (part)

WCM Focused Internatioal Growth Fund — Dividend — Sold (part)

Altria Group Inc — Dividend

Apple Inc — Dividend — Sold (part)

Berkshire Hathaway Inc Del Cl B — None — Buy (add'l)

Blackrock Inc — Dividend — Sold (part)

Carnival Corp — Dividend — Sold (part)

Chevron Corp — Dividend

Cincinnati Financial Corp — Dividend — Buy (add'l)

Cincinnati Financial Corp — Sold (part)

Cisco Systems Inc — Dividend

Coca Cola Co Com — Dividend

Crown Castle Int'l Corp — Dividend

Delta Airlines — Dividend — Buy

Delta Airlines — Sold (part)

Diageo PLC — Dividend

Dominion Resources Inc — Dividend — Buy (add'l)

Dominion Resources Inc — Sold (part)

Fastenal — Dividend — Sold (part)

Fidelity Cash Reserves — Dividend

Franklin Res Inc — Dividend

Franklin Templeton Emerging Market Debt Opportunities Fund — Dividend

GPB Holdings II LP Cl B

Intel Corp Com — Dividend

Johnson & Johnson Com — Dividend — Sold (part)

Kinder Morgan Inc — Dividend

Lowe's Co Inc — Dividend — Buy (add'l)

Merck & Co Inc — Dividend

Microsoft — Dividend — Sold (part)

Nestle S Reg ADR — Dividend

Norfolk Southern Corp — Dividend — Sold (part)

Paccar Inc — Dividend — Sold (part)

Paychex Inc — Dividend

Pfizer Inc — Dividend — Buy (add'l)

Philip Morris Int'l Inc — Dividend

American Beacon Sound Point Floating Rate Inc Fund Cl Y — Dividend — Sold

Target Corp — Dividend

Texas Instruments Inc — Dividend — Buy (add'l)

Texas Instruments Inc — Sold (part)

TIAA-CREF Core Impact Bond Fund Inst'l Cl — Dividend — Sold (part)

TIAA-CREF Core Impact Bond Fund Inst'l Cl — Sold (part)

United Parcel Service Inc — Dividend

Victory Portfolios I Shs — None — Sold

Verizon Communications — Dividend — Buy (add'l)

Verizon Communications — Sold (part)

Wells Fargo Co — Dividend

Mainstay Total Return Bond 529F — None — Buy (add'l)

Mainstay Total Return Bond 529F — Buy (add'l)

Northern Funds Int'l Equity 529F — None — Buy (add'l)

Northern Funds Int'l Equity 529F — Buy (add'l)

Northern Funds Stock Index 529F — None — Buy (add'l)

Northern Funds Stock Index 529F — Buy (add'l)

William Blair Small Cap Value 529F — None — Buy (add'l)

William Blair Small Cap Value 529F — Buy (add'l)

Alternative Investment Allocation 529F — None — Buy (add'l)

Alternative Investment Allocation 529F — Buy (add'l)

Board Member, Mountain Brook City Schools Foundation

Liability — U.S. Department of Education — loan

Reimbursement — Antonin Scalia Law School- George Mason University — 04/25/2019-4/26/2019 — Washington DC — attend Scalia Forum Conference — Transportion, food, lodging

Spouse's income — 2019 — Starnes Davis Florie, self-employed attorney

GPB Holding purchased 02/15/2018 for $50,000