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Pull out the substance of this filing.

What was filed

  • 72

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • UMS-Wright Preparatory School
  • YMCA of South Alabama, Inc.
  • Mobile Bonding Company
  • Greene Group, Inc., salary
  • Baker Place Farm, salary
  • UMS-Wright Preparatory School, salary

As filed

Trust #1 (see Part VIII) — Interest

Bryant Bank Cash Accounts — Interest

Wells Fargo Cash Account — Interest

TrustMark Cash Account — Interest

Mobile Bonding Company K-1 (X) — Int./Div.

Stocks/Funds/K-1 Assets Group #1 (H)

Adient PLC common stock — Dividend

Agrium Inc common stock (see Part VIII) — Dividend

Allegion Public Limited Co. common stock — Dividend

Chemours Co. common stock (Y)

Colgate Palmolive common stock — Dividend

Conoco Phillips common stock — Dividend

John Deere & Co. common stock — Dividend

Dow DuPont common stock — Dividend — Buy (add'l)

GlaxoSmithKline PLC common stock — Dividend

Ingersoll Rand PLC common stock — Dividend

IBM Corp common stock — Dividend

Johnson Controls Inc. common stock — Dividend

PPL Corp common stock — Dividend

Microsoft common stock — Dividend

Rayonier, Inc. common stock — Dividend

Schlumberger LTD common stock — Dividend — Sold

UPS Inc common stock — Dividend

Valero Energy Corp common stock — Dividend

Vanguard Family Funds: Vanguard FTSE Emerging Markets Fund — Dividend

Vanguard Family Funds: Vanguard Natural Resources Fund — None — Expired

Vanguard Family Funds: Vanguard Star Fund — Dividend

Vanguard Family Funds: Vanguard Sector Index — Dividend

Wayerhauser Co common stock — Dividend

Diamondback Energy Inc. common stock — Dividend

EQT Corp common stock — Dividend

First Dozier Bancshares common stock — Dividend — Buy (add'l)

Henderson Bancshares common stock — Dividend

Merchant and Farmers Bancshares K-1 — Int./Div.

Xcel Energy common stock — Dividend

OGE Energy common stock — Dividend

OneOK common stock — Dividend

OneGas common stock — Dividend

Regions Financial common stock — Dividend

Relations Bancshares K-1 — Dividend

Alabama Catfish Feedmill K-1 — Interest

Ligon K-1 — Distribution

Harena, LLC K-1 Rental Property Escambia County, FL — Rent

Sorelle Development, LLC K-1 Rental Property Marshall County, AL — Rent

Duke Corp common stock — Dividend

Nutrien Corp common stock — Dividend

Equitrans Midstream common stock (X) — Dividend — Buy

Stocks/Funds/K-1 Assets Group #2(H)

AT&T common stock — Dividend

Caterpillar common stock — Dividend

Coca Cola common stock — Dividend

Duke Energy Corporation common stock — Dividend

Entergy Corp common stock — Distribution

GE common stock — Dividend

Intel Corp common stock — Dividend

JNJ common stock — Dividend

Spire, Inc. common stock — Dividend

PG&E Corp common stock — None — Sold

Procter&Gamble common stock — Dividend

Southern Co. common stock — Dividend

Enbridge, Inc common stock — Dividend

Unilever NV York common stock — Dividend

Vanguard Family Funds: Vanguard US Value Fund — Distribution — Sold (part)

Vanguard Family Funds: Vanguard Equity Income Fund — Distribution

Vanguard Family Funds: Vanguard Global Ex US Real Estate Fund — Dividend

Vanguary Family Funds: Vanguard Windsor II Fund — Dividend — Sold (part)

Verizon Communications common stock — Dividend

Union Pacific common stock — Dividend

WABTEC Corporation common stock (X) — Dividend — Buy

WABTEC Corporation common stock (X) — Sold (part)

Athena Universal Life Ins Policy: issued by AXA Equitable (Whole Life) — Interest

Brightlife Protect Life Ins Policy: issued by AXA Equitable(Whole Life — Interest

Director, UMS-Wright Preparatory School

Director, YMCA of South Alabama, Inc.

Partner, Mobile Bonding Company

Spouse's income — 2019 — Greene Group, Inc., salary

Spouse's income — 2019 — Baker Place Farm, salary

Spouse's income — 2019 — UMS-Wright Preparatory School, salary

Re Trust #1: Neither filer, spouse nor dependent created this Trust. We do not have knowledge of the assets in this Trust.

Re Line 8: no new transactions: this is the surviving stock form of a merger from 2018. The "audit" function told me to complete the transaction column. There

were no transactions, just this surviving stock

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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