Joel McElroy Carson 3

2019

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Pull out the substance of this filing.

What was filed

  • 59

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Family Trust No. 1
  • Sierra Blanca Livestock Company
  • Sierra Blanca Mercantile
  • Carson Ryan LLC
  • Sierra Blanca Trading LLC
  • Farm Credit Services
  • Citibank
  • J.P. Morgan
  • University of Arizona School of Law
  • BCA Medical Associates

As filed

Wells Fargo Savings — Interest

Wells Fargo Savings — Interest

Wells Fargo Checking — None

Optum Bank HSA Savings — Interest

Pioneer Bank Checking — None

Artesia Credit Union Savings — Interest

Eagle Federal CU Savings — Int./Div.

Sierra Blanca Investments LP ( company) — Royalty

Carson Agriculture LLC ( company) — None

Ameritrade Money Market Account — Interest

Ameritrade Money Market Account (2) — Interest

MRO — None — Sold

DFA Emerging Markets Portfolio Retirement Acount Fund — Dividend

DFA Global Equity Portfolio Retirement Account Fund — Dividend

Janus Triton Retirement Account Fund — Dividend

Pioneer Select Mid Cap Growth Retirement Account Fund — Dividend

SSgA S&P Mid Cap Index Retirement Account Fund — Dividend

SSgA Russell Large Cap Growth Index Retirement Account Fund — Dividend

American Century Government Bond Ret Acct Fund — Dividend

Loomis Sayles Investment Grade Bond Ret Acct Fund — Dividend

Transamerica Stable Value Core Acct Fund — Dividend

Vanguard Small Cap Value Index Ret Acct Fund — Distribution

SWMXX — Dividend

COP — Dividend

PSX — Dividend

BABA — None

ILMN — None

AMZN — None

TMO — None

TGT — Dividend

MCD — Dividend

AMGN — Dividend

WBA — Dividend

AAL — Dividend

AAPL — Dividend

COKE — Dividend

JNJ — Dividend

DIS — Dividend

LUV — Dividend

NTDOY — Dividend

NextGen 529 Blackrock Age 8-10 Yrs A — None

NextGen 529 Blackrock Age 11-13 Yrs A — None

Rental Property #1, Roswell, NM — Rent

Trust No. 1

ITW — Dividend

ESV — Dividend

JNJ — Dividend

BP — Dividend

JPM — Dividend

TUP — Dividend

XEL — Dividend

CHKP — Dividend

FDS — Dividend

LOW — Dividend

MCHP — Dividend

PFE — Dividend

SLB — Dividend

SHO — Dividend

RIG — Dividend

Trustee, Family Trust No. 1

Vice-President & Secretary, Sierra Blanca Livestock Company

Manager, Sierra Blanca Mercantile

Manager, Carson Ryan LLC

Manager, Sierra Blanca Trading LLC

Liability — Farm Credit Services — Real Property Loan

Liability — Citibank — Revolving Credit

Liability — J.P. Morgan — Revolving Credit

Reimbursement — University of Arizona School of Law — April 14-16, 2019 — Tucson, AZ — Moot Court — Transportation, Meals, Lodging

Spouse's income — 2019 — BCA Medical Associates

With respect to entry nos. 41 & 42, Merrill Lynch states that income and yields are not reported on customer statement and are not otherwise available.

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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