Jill Anne Pryor
2019
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Pull out the substance of this filing.
What was filed
142
investments
6
positions
0
gifts
0
agreements
4
debts
1
reimbursements
1
income
1
spouse income
Named parties
- Russell & Carol Meyer
- John & Henriette Moelker
- (VII line 11)
- (VII line 10)
- Trust #1 (VII line 25)
- NewRez d/b/a Shellpoint Mortgage Servicing
- American Express
- Wells Fargo
- Bank of America
- Duke University Law School
- Duke University Law School - Teaching
- - wages and distributions
As filed
Rental property #1, Atlanta, Fulton County, Georgia — Rent
Rental property #2, Atlanta, Fulton County, Georgia — Rent
Rental property #4, Sarasota, Sarasota County, Florida — Rent — Sold — Russell & Carol Meyer
Rental property #5, Sarasota, Sarasota County, Florida — Rent — Sold — John & Henriette Moelker
Vacation home #2, Sarasota, Sarasota County, Florida — Rent
TrustPoint International, LLC — None
River's Edge Landing, LLC — None
Ledbetter Lake Investors, LLC — None
Dasher's Bay at Effingham, LLC — None
SunTrust bank accounts — Interest
Bank of America bank accounts — Interest — Closed
Associated Credit Union account — Dividend
Cadence bank accounts — Interest
Citibank cash accounts (Y)
Southern First Bank accounts — Interest
Fifth Third Bank — Interest
401k Risk Level 4 Portfolio — None
New Hampshire College Portfolio Age- Based Fidelity Index — None — Sold (part)
New Hampshire College Portfolio Age- Based Fidelity Index — Sold
New Hampshire College Portfolio Age- Based Fidelity Index — Buy
New Hampshire Portfolio 2018 Fidelity Index — None — Sold (part)
New Hampshire Portfolio 2018 Fidelity Index — Sold
Trust #1 -AXA Equitable Whole Life insurance policy — Dividend
AXA Equitable: AXA International Core Volatility Fund — None
AXA Equitable: EQ/GAMCO Small Company Value Fund — None
AXA/Janus Enterprise Fund — None
AXA Equitable: EQ/Quality Bond Plus Fund — None
AXA Equitable: AXA Large Cap Growth Fund — None
AXA Equitable: AXA Large Cap Value Volatility Fund — None
West Elk Partners LP — None
Coca-Cola Co. stock — Dividend
Alphabet Inc CL-C stock — None
Angel Oak Multi-Strategy Income Fund - I — Dividend — Sold (part)
Angel Oak Multi-Strategy Income Fund - I — Sold (part)
Angel Oak Multi-Strategy Income Fund - I — Sold (part)
Angel Oak Multi-Strategy Income Fund - I — Buy (add'l)
Angel Oak Multi-Strategy Income Fund - I — Sold (part)
Berkshire Hathaway C1-B stock — None — Sold (part)
Berkshire Hathaway C1-B stock — Donated (part)
Charles Schwab Bank Sweep (cash equivalent) — Interest
Dirtt Environmental Solutions stock — None — Sold (part)
Dirtt Environmental Solutions stock — Sold (part)
Dirtt Environmental Solutions stock — Sold (part)
Dirtt Environmental Solutions stock — Sold
EIC Value Fund — Dividend — Buy (add'l)
EIC Value Fund — Buy (add'l)
EIC Value Fund — Buy (add'l)
First Eagle Global Fund - I — Dividend — Sold (part)
First Eagle Global Fund - I — Buy (add'l)
FPA Crescent Fund - I — Dividend — Sold (part)
FPA Crescent Fund - I — Sold (part)
FPA Crescent Fund - I — Buy (add'l)
Harbor Capital Appreciation Fund — Dividend — Donated (part)
Invesco S&P Emerging Markets Low Volatility ETF — Dividend — Sold (part)
Invesco S&P Emerging Markets Low Volatility ETF — Sold (part)
Invesco S&P International Developed Low Volatility ETF — Dividend — Sold (part)
Mirae Emerging Markets Great Consumer Fund Class I — Dividend — Buy (add'l)
Mirae Emerging Markets Great Consumer Fund Class I — Buy (add'l)
Schwab Value Advantage Money Fund - Investor Shares — Dividend — Buy (add'l)
Schwab Value Advantage Money Fund - Investor Shares — Sold (part)
Schwab Value Advantage Money Fund - Investor Shares — Buy (add'l)
Schwab Value Advantage Money Fund - Investor Shares — Sold (part)
Schwab Value Advantage Money Fund - Investor Shares — Sold (part)
Schwab Value Advantage Money Fund - Investor Shares — Sold (part)
Schwab Value Advantage Money Fund - Investor Shares — Sold (part)
Schwab Value Advantage Money Fund - Investor Shares — Sold (part)
Schwab Value Advantage Money Fund - Investor Shares — Sold (part)
Schwab Value Advantage Money Fund - Investor Shares — Buy (add'l)
Schwab Value Advantage Money Fund - Investor Shares — Buy (add'l)
Schwab Value Advantage Money Fund - Investor Shares — Sold (part)
Schwab Value Advantage Money Fund - Investor Shares — Sold (part)
Tweedy Browne Global Value Fund — Dividend
Vanguard FTSE Developed Markets ETF — Dividend — Buy (add'l)
Vanguard FTSE Emerging Markets ETF — Dividend — Sold (part)
Vanguard FTSE Emerging Markets ETF — Buy (add'l)
Vanguard FTSE Emerging Markets ETF — Donated (part)
Vanguard Intermediate Term Tax-Exempt Fund - Inv — Dividend — Buy (add'l)
Vanguard Intermediate Term Tax-Exempt Fund - Inv — Buy (add'l)
Vanguard Limited Term Tax-Exempt Fund — Dividend — Buy (add'l)
Vanguard Short-Term Investment-Grade Adm Fund — Dividend — Sold (part)
Vanguard Small-Cap Growth Index ETF — Dividend — Sold
Vanguard Small-Cap Value Index ETF — Dividend — Buy (add'l)
Vanguard Small-Cap Value Index ETF — Buy (add'l)
Vanguard Small-Cap Value Index ETF — Sold (part)
Vanguard Small-Cap Value Index ETF — Buy (add'l)
Vanguard Value Index ETF — Dividend — Buy (add'l)
Delaware ST 5% 07-01-20 Bond — Interest — Sold (part)
Forsyth Cnty GA 5% 03-01-21 Bond — Interest
Georgia ST 4% 07-01-21 Bond — Interest
Georgia ST 5% 07-01-19 Bond — Interest — Matured
Georgia ST 5% 07-01-20 Bond — Interest
Gwinnett Cnty GA School District 5% 02-01-21 Bond — Interest
Maryland Natl Cap Pk & Planning 5% 01-15-19 Bond — Interest — Matured
Maryland ST 5% 08-01-20 Bond — Interest
San Antonio TX 5% 08-01-19 Bond — Interest — Matured
Washington Cnty UT School District 5% 03-01-20 Bond — Interest
US Treasury Note 1.125% 01/31/19 — Interest — Matured
US Treasury Note 1.5% 02/28/19 — Interest — Matured
US Treasury Note 1.625% 03/31/19 — Interest — Matured
US Treasury Note 1.625% 04/30/19 — Interest — Matured
US Treasury Note 1.125% 05/31/19 — Interest — Buy (add'l)
US Treasury Note 1.125% 05/31/19 — Matured
US Treasury Note 1.625% 06/30/19 — Interest — Buy (add'l)
US Treasury Note 1.625% 06/30/19 — Matured
US Treasury Note 0.875% 07/31/19 — Interest — Buy (add'l)
US Treasury Note 0.875% 07/31/19 — Matured
US Treasury Note 1.625% 08/31/19 — Interest — Buy (add'l)
US Treasury Note 1.625% 08/31/19 — Sold (part)
US Treasury Note 1.625% 08/31/19 — Matured
US Treasury Note 1.75% 09/30/19 — Interest — Buy (add'l)
US Treasury Note 1.75% 09/30/19 — Buy (add'l)
US Treasury Note 1.75% 09/30/19 — Matured
US Treasury Note 1.5% 10/31/19 — Interest — Buy
US Treasury Note 1.5% 10/31/19 — Buy (add'l)
US Treasury Note 1.5% 10/31/19 — Sold (part)
US Treasury Note 1.5% 10/31/19 — Buy (add'l)
US Treasury Note 1.5% 10/31/19 — Matured
US Treasury Note 1.75% 11/30/19 — Interest — Buy
US Treasury Note 1.75% 11/30/19 — Buy (add'l)
US Treasury Note 1.75% 11/30/19 — Buy (add'l)
US Treasury Note 1.75% 11/30/19 — Matured
US Treasury Note 1.125% 12/31/19 — Interest — Buy
US Treasury Note 1.125% 12/31/19 — Buy (add'l)
US Treasury Note 1.125% 12/31/19 — Buy (add'l)
US Treasury Note 1.125% 12/31/19 — Matured
US Treasury Note 1.25% 01/31/20 — Interest — Buy
US Treasury Note 1.25% 01/31/20 — Buy (add'l)
US Treasury Note 1.25% 02/29/20 — Interest — Buy
US Treasury Note 1.25% 02/29/20 — Buy (add'l)
US Treasury Note 2.25% 03/31/20 — Interest — Buy
US Treasury Note 2.25% 03/31/20 — Buy (add'l)
US Treasury Note 1.375% 04/30/20 — Interest — Buy
US Treasury Note 1.375% 04/30/20 — Buy (add'l)
US Treasury Note 2.5% 05/31/20 — Interest — Buy
US Treasury Note 2.5% 05/31/20 — Buy (add'l)
US Treasury Note 1.625% 06/30/20 — Interest — Buy
US Treasury Note 1.625% 06/30/20 — Buy (add'l)
US Treasury Note 2.625% 07/31/20 — Interest — Buy
US Treasury Note 1.375% 08/31/20 — Interest — Buy
US Treasury Note 1.375% 09/30/20 — Interest — Buy
Member
President, Director, (VII line 11)
Member, (VII line 10)
Trustee, Trust #1 (VII line 25)
Member
Member
Liability — NewRez d/b/a Shellpoint Mortgage Servicing — Mortgage on rental property #2 (VII line 2)
Liability — American Express — Credit card
Liability — Wells Fargo — Mortgage on rental property #4 (VII line 3)
Liability — Bank of America — Mortgage on rental property #5 (VII line 4)
Reimbursement — Duke University Law School — 11/21/2019 - 11/22/2019 — Durham, NC — Teaching — Hotel, Transportation, Meals
Income — 11/21/2019 — Duke University Law School - Teaching — $4,500.00
Spouse's income — 2019 — - wages and distributions
Part I, line 2 - This entity owns an undeveloped residential lot described in Part VII, line 11.
Part I, line 3 - This entity owns undeveloped lots described in Part VII, line 10.
Part I, lines 5-6 - These entities were set up to own individual rental properties, but the properties have not been transferred to them. They have no assets.
Part VI, line 1 - Name change. Was previously listed as Ditech.
Part VII, line 15 - Name change. Was previously listed as State Bank.
Part VII, line 16 - Account is no longer reportable. Property associated with this bank account was sold in 2018.
Part VII, line 19 - Filer has no control over investments within 401k beyond choosing a general category of risk.
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.