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What was filed

  • 147

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • no gain
  • spin-off to line 43 below
  • see line 41 above
  • spin off to line 72 below
  • see line 70 above
  • merger with line 106 below
  • spin off to lines 86 and
  • 88 below
  • see above
  • merger - see line 80 above
  • spin-off to line 212 below
  • see line 210 above
  • spin-off to lines 225 and
  • 227 below
  • see line 263 below
  • Merger -see line 261 above
  • Refund on 2018 Federal Income Tax Return applied to 2019 estimated taxes
  • Refund on 2018 Income Tax Return: South Carolina Department of Revenue, applied to 2019 estimated taxes
  • Self-Employed Interior Designer; Pulliam-Morris Decorating Company, Inc. and Eclexion division (interior design with on-premises retail sales)
  • Salary and Commissions

As filed

PORTFOLIO I -- IRA

CHARLES SCHWAB INSTITUTIONAL -- Self-Directed:

SCH ADV RESRV PREM MONEY MARKET FUND — None

CHEVRON CORPORATION (common stock) — Dividend

JOHNSON & JOHNSON (common stock) — Dividend

PEPSICO INCORPORATED (common stock) — Dividend

ALTRIA GROUP, INC. (common stock) — Dividend — Sold

PHILIP MORRIS INTERNATIONAL, INC. (common stock) — Dividend

NEXTERA ENERGY, INC. (common stock) — Dividend

NORFOLK SOUTHERN CORP. (common stock) — Dividend

WALGREEN BOOTS ALLIANCE (common stock) — Dividend — Sold

AUTOMATIC DATA PROCESSING (common stock) — Dividend

WASTE MANAGEMENT, INC. DEL (common stock) — Dividend

AT&T, Inc. (common stock) — Dividend

DOMINION ENERGY (common stock) — Dividend

AMERICAN ELECTRIC POWER CO., INC. (common stock) — Dividend

VISA INC CL A (common stock) — Dividend

SCHLUMBERGER LTD. (common stock) — Dividend — Sold — no gain

VANGUARD STC ETF DV (formerly VANGUARD — Dividend — Buy (add'l)

SHORT TERM COR BD ETF) — Buy (add'l)

SHORT TERM COR BD ETF) — Sold (part) — no gain

NOVARTIS AG ADR (common stock) — Dividend — spin-off to line 43 below

ALCON, INC. (common stock) — None — Spinoff (from line 41) — see line 41 above

ALCON, INC. (common stock) — Sold

END PORTFOLIO I --

BANK OF AMERICA CORPORATION (personal checking account) — None

JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (UNIVERSAL

LIFE INSURANCE POLICY) — Interest

PORTFOLIO II --

ABBOTT LABORATORIES (common stock) — Dividend

ABBVIE, INC. (common stock) — Dividend — Buy (add'l)

EXXON MOBIL CORP. (common stock) — Dividend

3-M CO. (common stock) — Dividend

ALTRIA GROUP, INC. (common stock) — Dividend

PHILIP MORRIS INTERNATIONAL, INC. (common stock) — Dividend

KRAFT HEINZ COMPANY (common stock) — Dividend — Sold

MONDELEZ INTL INC CL A (common stock) — Dividend — Buy (add'l)

NOVARTIS AG ADR (common stock) — Dividend — spin off to line 72 below

ALCON, INC. (common stock) — None — Spinoff (from line 70) — see line 70 above

SCH ADV RESRV PREM MONEY MARKET FUND — None

VERIZON COMMUNICATIONS (common stock) — Dividend

CHEVRON CORPORATION (common stock) — Dividend

SCANA CORP. (common stock) — Dividend — merger with line 106 below

DUPONT DE NEMOURS, INC. (formerly

DOWDUPONT, INC.) (common stock) — Dividend — spin off to lines 86 and

DOW, INC. (common stock) — Dividend — Spinoff (from line 83) — see above

CORTEVA, INC. (common stock) — Dividend — Spinoff (from line 83) — see above

CHEMOURS COMPANY (common stock) — Dividend

AFLAC, INC. (common stock) — Dividend

DISNEY WALT COMPANY (common stock) — Dividend

AUTOMATIC DATA PROCESSING (common stock) — Dividend

HALLIBURTON COMPANY (common stock) — Dividend — Sold — no gain

DUKE ENERGY CORP NEW (common stock) — Dividend

THE SOUTHERN COMPANY (common stock) — Dividend

AT&T, INC. (common stock) — Dividend

DOMINION ENERGY (common stock) — Dividend — merger - see line 80 above

DOMINION ENERGY (common stock) — Buy (add'l)

COLGATE-PALMOLIVE CO. (common stock) — Dividend

JOHNSON & JOHNSON (common stock) — Dividend

UNION PACIFIC CORP. (common stock) — Dividend

UNITED PARCEL SERVICE-B (common stock) — Dividend

VISA, INC. CLASS A (common stock) — Dividend

VANGUARD STC ETF DV (formerly VANGUARD — Dividend — Buy (add'l)

CORP BOND ETF (short-term corp. bond)

MARATHON OIL CORP. (common stock) — Dividend — Sold (part) — no gain

SCHW US SCAP ETF (common stock) — Dividend — Buy (add'l)

SCHLUMBERGER LTD. (common stock) — Dividend

FEDEX CORPORATION (common stock) — Dividend

LAB CO OF AMER HLDG (common stock) — None

MASTERCARD, INC. (common stock) — Dividend

CHARLES SCHWAB US MC — Dividend

END PORTFOLIO II --

PORTFOLIO III

RETIREMENT ACCOUNT (self-directed):

HELMERICH & PAYNE, INC.. (common stock) — Dividend — Sold

CHEVRON CORPORATION (common stock) — Dividend

SCH ADV RESRV PREM MONEY MARKET FUND — None

THE SOUTHERN COMPANY (common stock) — Dividend

DUKE ENERGY CORPORATION (common stock) — Dividend

ENBRIDGE, INC. (common stock) — Dividend — Buy (add'l)

CONOCOPHILLIPS (common stock) — Dividend

PHILLIPS 66 (common stock) — Dividend

JOHNSON AND JOHNSON (common stock) — Dividend

AUTOMATIC DATA PROCESSING (common stock) — Dividend

WALGREEN BOOTS ALLIANCE (common stock) — Dividend — Sold

NORFOLK SOUTHERN CORP. (common stock — Dividend

LOCKHEED MARTIN CORP. (common stock) — Dividend

PAYCHEX, INC. (common stock) — Dividend

WASTE MANAGEMENT INC. DEL (common stock) — Dividend

ELI LILLY & CO. (common stock) — Dividend

VANGUARD STC ETF DV (formerly VANGUARD — Dividend — Buy (add'l)

SHORT TERM BOND (EXCHANGE TRADED FUND) — Dividend — Sold (part) — no gain

INTEL CORP. (common stock) — Dividend

UNION PACIFIC CORP. (common stock) — Dividend

VERIZON COMMUNICATIONS (common stock) — Dividend

SCHLUMBERGER LTD. (common stock) — Dividend — Sold — no gain

MASTERCARD, INC. (common stock) — Dividend

CVS HEALTH CORP. — Dividend

CHARLES SCHWAB US MC ETF — Dividend

END PORTFOLIO III

PULLIAM-MORRIS DECORATING COMPANY, INC. (common stock) — None

CMC ASSOCIATES (General Partnership) (one-half interest) — Rent

Columbia, SC Warehouse

NATIONAL BANK OF SOUTH CAROLINA (pesonal checking account) — Interest

PORTFOLIO IV

SCH ADV RESRV PREM MONEY MARKET FUND — None

THE SOUTHERN COMPANY (common stock) — Dividend

DUKE ENERGY CORPORATION NEW (common stock) — Dividend

ENBRIDGE, INC. (common stock) — Dividend

NOVARTIS AG ADR (common stock) — Dividend — spin-off to line 212 below

ALCON, INC. (common stock) — None — Spinoff (from line 210) — see line 210 above

PEPSICO, INC. (common stock) — Dividend

SCHLUMBERGER LTD. (common stock) — Dividend

CONOCO PHILLIPS (common stock) — Dividend

PHILLIPS 66 (common stock) — Dividend

DUPONT DE NEMOURS, INC. (formerly) — Dividend — spin-off to lines 225 and

DOWDUPONT, INC.) (common stock) — 227 below

DOW, INC. (common stock) — Dividend — Spinoff (from line 222) — see above

CORTEVA, INC. (common stock) — Dividend — Spinoff (from line 222) — see above

CHEMOURS COMPANY (common stock) — Dividend

ELI LILLY & CO. (common stock) — Dividend

ABBOTT LABORATORIES (common stock) — Dividend

ABBVIE, INC. (common stock) — Dividend

DOMINION ENERGY (common stock) — Dividend

INTEL CORP. (common stock) — Dividend

UNITED PARCEL SERVICE-B (common stock) — Dividend — Buy (add'l)

UNION PACIFIC CORP. (common stock) — Dividend

VISA, INC. CLASS A (common stock) — Dividend

KINDER MORGAN, Inc. (common stock) — Dividend

LAB CO OF AMER HLDG NEW (common stock) — None

VERIZON COMMUNICATIONS (common stock) — Dividend

FEDEX CORPORATION (common stock) — Dividend

VANGUARD STC ETF DV (formerly VANGUARD — Dividend

SHORT TERM COR BD ETF — Distribution

PFIZER, INC. (common stock) — Dividend

SUNTRUST BANKS, INC. (common stock) — Dividend — Merged (with line 263) — see line 263 below

TRUIST FINL CORP. (common stock) — None — Merger -see line 261 above

TRUIST FINL CORP. (common stock) — Buy (add'l)

END PORTFOLIO IV

PORTFOLIO V

SIMPLE IRA - CHARLES SCHWAB & CO., INC.:

SCHWAB US BROAD MARKET ETF — Dividend — Buy (add'l)

SCHWAB US BROAD MARKET ETF — Buy (add'l)

SCHWAB US BROAD MARKET ETF — Buy (add'l)

SCHWAB US BROAD MARKET ETF — Buy (add'l)

END PORTFOLIO VI

Income — 04-09-2019 — Refund on 2018 Federal Income Tax Return applied to 2019 estimated taxes — $438.00

Income — 04-09-2019 — Refund on 2018 Income Tax Return: South Carolina Department of Revenue, applied to 2019 estimated taxes — $9.00

Spouse's income — 2018 — Self-Employed Interior Designer; Pulliam-Morris Decorating Company, Inc. and Eclexion division (interior design with on-premises retail sales)

Spouse's income — Salary and Commissions

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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