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Pull out the substance of this filing.

What was filed

  • 652

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Middle District Bankruptcy Seminar
  • NC Bankruptcy Institute
  • Valic-Salary

As filed

ACC — Int./Div.

SCHW — None

HRS — Int./Div.

INTU — Int./Div.

MLM — None

WOOF — None — Sold

XLNX — Int./Div.

AVGO — Int./Div.

LLL — Int./Div.

AMZN — None

PEP — Sold

ALGN — None — Sold

First National Bank Bank money market — Interest

AIG-Valic Aim lntern.ADR Growth Fund

BTI — Dividend — Sold (part)

BZLFY — None — Sold

CNI — Dividend

CVE — Dividend — Sold (part)

CVE — Sold

CMPGY — Dividend

FANUY — None — Buy (add'l)

FANUY — Buy (add'l)

FANUY — Buy (add'l)

FMX — Dividend

JBAXY — None — Sold (part)

JBAXY — Buy (add'l)

NVS — Dividend — Buy (add'l)

NVS — Buy (add'l)

NVS — Buy (add'l)

NVS — Sold (part)

RELX — Int./Div. — Sold (part)

RDSB — None

SAP — Dividend — Sold (part)

SNN — Dividend — Sold (part)

SNN — Sold

TSM — Dividend

UN — Dividend

AMADY — Dividend

CIOXY — Dividend — Sold

GIB — Dividend — Sold (part)

SU — Dividend

SBGSY — None — Sold (part)

AVGO — Dividend — Buy (add'l)

AVGO — Sold (part)

BIDU — None — Buy (add'l)

AZSEY — None

AMCRY — None — Buy (add'l)

AMCRY — Sold (part)

AMCRY — Sold (part)

CABGY — Int./Div. — Sold (part)

DPSGY — Int./Div.

PPERY — Int./Div.

UBS — None

KPCPY — Dividend

PRDSY — Dividend — Sold

UOVEY — Dividend — Sold (part)

YAHOY — None — Sold

CFRUY — Int./Div.

JAPAY — Int./Div. — Sold (part)

LYG — Int./Div. — Sold

CKHUY — None — Sold (part)

CKHUY — Sold (part)

WTKWY — None

CSLLY — None — Sold (part)

KCRPY — None — Sold

PDRDY — None — Sold (part)

IFJPY — None

BBD — Int./Div. — Sold (part)

BXBLY — Int./Div. — Sold (part)

DBOEY — Int./Div. — Sold (part)

ESLOY — Int./Div.

GEAGY — Int./Div.

ING — Int./Div. — Buy (add'l)

ISNPY — Int./Div.

KROTY — Int./Div. — Sold (part)

KROTY — Sold

LVS — Int./Div. — Sold (part)

LVS — Buy (add'l)

MDIBY — Int./Div. — Buy (add'l)

MDLZ — Int./Div.

OTEX — Int./Div. — Sold (part)

OTEX — Sold (part)

PDYPY — Int./Div.

RBGLY — None

VCISY — None — Buy (add'l)

VCISY — Buy (add'l)

WHGLY — Int./Div. — Sold (part)

WHGLY — Sold (part)

WHGLY — Buy (add'l)

xAKBTY — Int./Div. — Buy

xBABA — None — Buy

xBABA — Buy (add'l)

xBABA — Buy (add'l)

xCRTO — None — Buy

xCRTO — Buy (add'l)

xHOCPY — Int./Div. — Buy

xKAOOY — None — Buy

xNTR — Int./Div. — Buy

xNTR — Buy (add'l)

xNTR — Buy (add'l)

xPM — Int./Div. — Buy

xPM — Buy (add'l)

xFTI — Int./Div. — Buy

xFTI — Buy (add'l)

xFTI — Buy (add'l)

xVIVHY — Int./Div. — Buy

xVIVHY — Buy (add'l)

xYUMC — Int./Div. — Buy

SSGAMoney Market Fund — Int./Div.

AIG- Valic money market account — Interest

AIG/Valic Select IRA 1 Transamerica Large Growth

AAPL — Dividend

CERN — None — Sold

SBUX — Dividend — Sold

V — Dividend

DIS — Dividend

GILD — None

GOOG — None

A — Int./Div.

LOW — Dividend

CHKP — None — Sold

AGN — None

ATVI — Int./Div.

AMGN — Int./Div.

BLK — Int./Div.

MSFT — Int./Div.

UTX — Int./Div.

FB — None

NVDA — Dividend — Sold (part)

NXPI — None

RHT — None — Sold

CELG — None — Sold

AKAM — None

INTC — None

TJX — None

HRS — Int./Div.

INTU — Dividend

MLM — Dividend

NKE — Dividend

NOC — Dividend

SCHW — None

AET Merged Now CVS — Dividend — Merged (with line 135)

CVS — Dividend

ALB — Dividend — Sold

AMZN — None

AVGO — Dividend

COST — Dividend

CRM — None

LLL — Dividend

PANW — None

IQV — None — Buy (add'l)

SCSO is TYPO should be CSCO — None — Buy (add'l)

TER — Dividend — Sold

WM — Dividend

WMT — Dividend

ZTS — Dividend

xXLNX — Dividend — Buy

xBAH — Dividend — Buy

xPLNT — None — Buy

xPLNT — Buy (add'l)

xGD — Dividend — Buy

xGD — Buy (add'l)

xGD — Sold

xBIIB — Dividend — Buy

xBIIB — Sold

xILMN — None — Buy

SSGA Money Market — Interest

AIG- Valic Select IRA 2 Columbia value and restruct

ETN — Dividend — Sold

JPM — Dividend — Buy (add'l)

JPM — Sold (part)

JPM — Sold (part)

JPM — Sold (part)

JPM — Buy (add'l)

MA — Dividend — Sold (part)

MA — Buy (add'l)

CVX — Dividend — Buy (add'l)

CVX — Buy (add'l)

CVX — Buy (add'l)

CI — Dividend — Sold (part)

CI — Sold (part)

CI — Sold (part)

CI — Buy (add'l)

CI — Sold (part)

CI — Buy (add'l)

CI — Sold (part)

GOOG — None

AON — Dividend — Sold (part)

AON — Buy (add'l)

AON — Buy (add'l)

AON — Sold (part)

ABT — Dividend — Sold (part)

ABT — Sold (part)

AAPL — Dividend — Buy (add'l)

AAPL — Sold (part)

AAPL — Buy (add'l)

AAPL — Buy (add'l)

AAPL — Sold (part)

BRKB — None — Sold (part)

BRKB — Sold (part)

BRKB — Buy (add'l)

BLK — Dividend — Buy (add'l)

CELG — None — Sold (part)

CELG — Sold (part)

CELG — Sold (part)

CELG — Sold

C — Dividend — Sold (part)

C — Buy (add'l)

C — Sold (part)

C — Buy (add'l)

CMCSA — Dividend — Sold (part)

FDX — Dividend — Sold (part)

FDX — Sold (part)

FDX — Sold (part)

GE — None — Sold (part)

GE — Sold

HON — Dividend — Sold (part)

HON — Buy (add'l)

HON — Sold (part)

JNJ — Dividend — Sold (part)

JNJ — Buy (add'l)

JNJ — Buy (add'l)

JNJ — Sold (part)

JNJ — Buy (add'l)

LOW — Dividend — Sold (part)

LOW — Sold (part)

LOW — Sold (part)

LOW — Sold (part)

LOW — Buy (add'l)

LOW — Buy (add'l)

MSFT — Dividend — Buy (add'l)

MSFT — Buy (add'l)

MSFT — Buy (add'l)

PEP — Dividend — Sold (part)

PEP — Sold (part)

PEP — Sold (part)

PEP — Sold (part)

CNQ — None — Buy (add'l)

CNQ — Buy (add'l)

CNQ — Sold (part)

CVS — Int./Div. — Sold (part)

CVS — Sold (part)

CVS — Sold (part)

CVS — Sold (part)

CVS — Buy (add'l)

CVS — Buy (add'l)

CVS — Buy (add'l)

EA — None — Sold (part)

EA — Sold (part)

EA — Buy (add'l)

BIIB — None — Buy (add'l)

MDT — Dividend — Buy (add'l)

MDT — Buy (add'l)

MDT — Sold (part)

MDT — Buy (add'l)

MDT — Buy (add'l)

VZ — Dividend — Buy (add'l)

VZ — Buy (add'l)

VZ — Sold (part)

VZ — Sold (part)

VRTX — None — Sold (part)

VRTX — Sold

ATVI — Int./Div. — Sold (part)

ATVI — Sold (part)

ATVI — Buy (add'l)

ATVI — Buy (add'l)

ATVI — Sold (part)

GOOGL — None — Sold (part)

GOOGL — Sold (part)

AMT — Int./Div. — Buy (add'l)

AMT — Buy (add'l)

AMT — Sold (part)

BK — Int./Div. — Sold (part)

BK — Sold (part)

BK — Sold (part)

BK — Sold (part)

BK — Sold

XOM — Int./Div. — Sold (part)

XOM — Sold (part)

XOM — Sold

FB — None — Sold (part)

FB — Sold (part)

FB — Buy (add'l)

FB — Buy (add'l)

FB — Buy (add'l)

FB — Sold (part)

MCD — Int./Div. — Sold (part)

MCD — Sold (part)

MCD — Buy (add'l)

MCD — Buy (add'l)

MCD — Buy (add'l)

MCD — Buy (add'l)

MCD — Sold (part)

MCD — Sold (part)

PFE — None — Sold (part)

PFE — Buy (add'l)

PFE — Buy (add'l)

PFE — Buy (add'l)

PFE — Sold (part)

PM — Int./Div. — Buy (add'l)

PM — Sold (part)

PM — Buy (add'l)

PVH — None — Sold (part)

PVH — Buy (add'l)

ALXN — None — Buy (add'l)

ANTM — Int./Div. — Buy (add'l)

ANTM — Buy (add'l)

ANTM — Buy (add'l)

AVGO — Int./Div. — Sold (part)

AVGO — Sold (part)

AVGO — Buy (add'l)

AVGO — Sold (part)

EXPE — Int./Div. — Buy (add'l)

EXPE — Sold (part)

FIS — Int./Div. — Buy (add'l)

JCI — Int./Div. — Sold (part)

JCI — Sold (part)

JCI — Sold

MAR — Int./Div. — Sold (part)

MAR — Sold

MS — Int./Div. — Sold (part)

MS — Sold (part)

MS — Sold (part)

MS — Buy (add'l)

MS — Buy (add'l)

PANW — None — Sold (part)

PANW — Sold (part)

PANW — Buy (add'l)

PANW — Buy (add'l)

RCL — Int./Div. — Sold (part)

RCL — Sold

SPGI — Int./Div. — Buy (add'l)

SPGI — Sold (part)

SPGI — Sold (part)

SHW — None — Sold (part)

SHW — Sold (part)

SHW — Sold (part)

SHW — Buy (add'l)

SHW — Buy (add'l)

SHW — Sold (part)

T — None — Sold (part)

T — Sold (part)

T — Sold (part)

T — Sold (part)

AGN — None — Buy

AMZN — None — Buy (add'l)

AMZN — Buy (add'l)

AMZN — Buy (add'l)

AMZN — Buy (add'l)

AIG — None — Sold (part)

AIG — Sold (part)

AIG — Buy (add'l)

AIG — Buy (add'l)

AIG — Sold (part)

ABC — None — Sold (part)

ABC — Sold

AZO — None — Sold

BMY — Int./Div. — Sold

CSCO — Int./Div. — Sold (part)

CSCO — Sold (part)

CSCO — Sold (part)

CAG — None — Buy (add'l)

COST — Int./Div. — Sold (part)

COST — Sold

DG — Int./Div. — Sold (part)

DG — Buy (add'l)

xEOG — Int./Div.

FLT — None — Sold

HAL — Int./Div. — Sold (part)

HAL — Sold

MTSI — None — Sold

MDLZ — Int./Div. — Buy (add'l)

MDLZ — Buy (add'l)

NUE — Int./Div. — Sold (part)

NUE — Sold

SO — Int./Div. — Sold

SEE — Int./Div. — Sold (part)

SEE — Sold (part)

SEE — Sold

LUV — Int./Div. — Sold (part)

LUV — Buy (add'l)

SBUX — Int./Div. — Sold (part)

SBUX — Sold (part)

SBUX — Sold

SYMC — None — Buy

SYY — Int./Div. — Sold (part)

SYY — Sold (part)

SYY — Buy (add'l)

TPR — Int./Div. — Sold (part)

TPR — Buy (add'l)

TPR — Buy (add'l)

MOS — None — Sold (part)

MOS — Sold

TSS — Int./Div. — Sold (part)

TSS — Sold (part)

TSS — Sold (part)

xGIS — Int./Div. — Buy

xGIS — Buy (add'l)

xGIS — Sold

xGIS — Int./Div. — Buy

xGIS — Sold (part)

xGIS — Sold

xAMAT — Int./Div. — Buy

xAMAT — Sold

xULTA — Int./Div. — Buy

xULTA — Sold (part)

xULTA — Sold

xA — Int./Div. — Buy

xAPD — None — Buy

xCAT — Int./Div. — Buy

xCAT — Buy (add'l)

xCAT — Buy (add'l)

xCAT — Sold (part)

xXEC — None — Buy

xSTZ — Int./Div. — Buy

xXRAY — None — Buy

xDWDP — Int./Div. — Buy

xDWDP — Buy (add'l)

xDWDP — Sold (part)

xDWDP — Sold (part)

xDWDP — Buy (add'l)

xDWDP — Sold (part)

xEBAY — Int./Div. — Buy

xEBAY — Buy (add'l)

xEBAY — Sold (part)

xEBAY — Sold (part)

xEBAY — Buy (add'l)

xEMR — Int./Div. — Buy

xEMR — Buy (add'l)

xEQIX — Int./Div. — Buy

xEQIX — Buy (add'l)

xEQIX — Buy (add'l)

xFDC — None — Buy

xFDC — Buy (add'l)

xFDC — Buy (add'l)

xHRS — None — Buy

xLRCX — None — Buy

xMCHP — Int./Div. — Buy

xNOC — None — Buy

xNVDA — None — Buy

xNVDA — Buy (add'l)

xQCOM — None — Buy

xQSR — None — Buy

xQSR — Buy (add'l)

xSCHW — None — Buy

xSTT — None — Buy

xTMUS — None — Buy

xUSB — None — Buy

xUSB — Sold (part)

xUSB — Sold (part)

xWY — None — Buy

SSGA Money Market — Interest

AIG Valic IRA DBA DavidsonMid Cap

SIVB — None — Sold (part)

SIVB — Sold (part)

SIVB — Sold (part)

SIVB — Sold (part)

SIVB — Sold

ALKS — None — Sold

STE — Int./Div. — Sold (part)

ACHC — None — Buy (add'l)

ANSS — None — Sold (part)

ATR — Int./Div.

APAM — Int./Div.

BKU — Int./Div. — Sold

BLKB — Int./Div.

BURL — None

CPE — None

CTLT — None

CVCO — None — Sold (part)

CGNX — Int./Div. — Sold (part)

CGNX — Sold (part)

CSGP — None — Sold (part)

CSGP — Sold (part)

CSGP — Sold (part)

CSGP — Sold

DORM — None — Sold (part)

DRQ — None

EXPO — Int./Div. — Buy (add'l)

FIVE — None — Sold (part)

IT — None

GBCI — Int./Div.

ICUI — None — Sold (part)

IDXX — None — Sold

MKTX — Int./Div. — Sold (part)

MAA — Int./Div.

MIDD — None

NDSN — Int./Div.

POR — Int./Div.

POWI — Int./Div.

PINC — None — Buy (add'l)

PSMT — Int./Div.

PRA — Int./Div. — Sold (part)

KWR — Int./Div.

QEP — None — Sold

RPM — Int./Div.

ROLL — None

RBA — Int./Div.

SSNC — Int./Div. — Sold (part)

SBNY — None — Sold (part)

SUI — Int./Div.

SPN — None

TCBI — None — Buy (add'l)

TTC — Int./Div.

UP — Int./Div. — Sold

TYL — None — Sold (part)

ULTI — None

WAB — None

WAGE — Int./Div. — Sold (part)

WBS — Int./Div.

WST — Int./Div.

ZBRA — None — Sold (part)

BAH — Int./Div. — Buy (add'l)

BJRI — Int./Div. — Buy (add'l)

CRI — Int./Div.

COR — Int./Div.

EXP — Int./Div.

DEA — Int./Div. — Buy (add'l)

GDI — None — Sold (part)

GGG — Int./Div.

HZN — None — Sold

IPXL — None — Sold

JRVR — Int./Div.

KTWO — None — Sold

LECO — Int./Div.

LAD — Int./Div.

LOGM — Int./Div. — Sold

MTDR — None

OGE — Int./Div.

DOC — Int./Div.

PNFP — Int./Div. — Sold (part)

PNFP — Buy (add'l)

PII — Int./Div. — Buy (add'l)

POOL — Int./Div. — Sold (part)

SLAB — None

SNDR — Int./Div.

INN — Int./Div. — Buy (add'l)

MIK — None

WAL — None — Sold (part)

WAL — Buy (add'l)

xBERY — None — Buy

xBERY — Buy (add'l)

xBIO — None — Buy

xEPAM — None — Buy

xHXL — None — Buy

xHXL — Buy (add'l)

xHXL — Buy (add'l)

xJAZZ — None — Buy

xNBIX — None — Buy

xNBIX — Buy (add'l)

xNBIX — Buy (add'l)

xPE — None — Buy

xPE — Buy (add'l)

xRPD — None — Buy

xRPD — Sold (part)

xTXRH — Int./Div. — Buy

xTXRH — Buy (add'l)

SSGAMoney Market Fund — Int./Div.

Highwoods Pptys Inc — Dividend

Hooker Furniture — Dividend

Regency CTRS Corp — Int./Div.

Carter Bank and Trust — None

Calamos Growth Mutual Fund A — Int./Div.

Mutual Series Mutual Shares A — Int./Div.

Tempelton Growth Mutual Fund A — Int./Div.

Franklin Income Mutual Fund A — Int./Div.

Valic Freedom Plus IRA Annuity (Porfolio Director Fixed and Variable) — Int./Div.

AIG 401K

BSCFX — Int./Div.

JNTFX — Int./Div.

VPMCX — Int./Div.

VEXMX — Int./Div.

FTSE — Int./Div.

TGVAX — Int./Div.

VINIX — Int./Div.

VWELX — Int./Div.

MEIAX — Int./Div.

JSIVX — Int./Div.

VBMFX — Int./Div.

AIG Stable Value Fund — Interest

Sun America NQDA — Int./Div.

Jackson National NQDA — Int./Div.

VFA TransAmerica Laarge Growth — Int./Div.

VFA Columbia Value — Int./Div.

VFA Sterling Mid Cap Value — Int./Div.

VFA GWK Small Core — Int./Div.

VFA Nuveen Intermediate Muni — Interest

VFA Intergrated Manager Account

A — Dividend

SBUX — Dividend — Sold

V — Dividend

MSFT — Dividend

AMGN — Distribution

ATVI — Int./Div.

BLK — Int./Div.

CELG — None — Sold

CERN — None — Sold

CHKP — None — Sold

DIS — Int./Div.

GILD — None

GOOG — None

UTX — Int./Div.

CRM — None

LOW — Dividend

NXPI — None

FB — None

NVDA — Dividend — Sold (part)

RHT — None — Sold

AKAM — None

TJX — None

INTC — Int./Div.

NKE — Int./Div.

AGN — None

GOOGL — None

APPL — Int./Div.

NOC — Int./Div.

AET* merged with line 632 to CVS — None — Merged (with line 635)

xCVS — None

WM — Int./Div.

ZTS — Int./Div.

PAWN — None

ALB — Int./Div. — Sold

TER — Int./Div. — Sold

IQV — None

COST — Int./Div.

WMT — Int./Div.

CSCO — Int./Div.

xGD — Int./Div. — Buy

xGD — Sold

xBAH — Int./Div. — Buy

xBIIB — None — Buy

xBIIB — Sold

xPLNT — None — Buy

xILMN — Int./Div. — Buy

xSPY — Interest — Buy

xDiversified equity mutual Funds

FSSVX — Int./Div. — Sold (part)

FSSVX — Merged (with line 658)

xFSPSX — Int./Div.

FSIVX — Int./Div. — Sold (part)

FSIVX — Merged (with line 661)

xFSSNX — Int./Div.

FUSVX — Int./Div. — Sold (part)

FUSVX — Merged (with line 664)

xFXAIX — Int./Div.

PMDEX — Int./Div. — Buy (add'l)

TWTIX — Int./Div. — Merged (with line 667)

xAXBIS — Int./Div.

WSMAX — Int./Div. — Merged (with line 669)

xWSBIS — Int./Div.

SPDR (cash) — Interest

Genworth Variable Life Insurance (Fixed Index Annuities) — Int./Div.

Reimbursement — Middle District Bankruptcy Seminar — April 12-14, 2018 — Durham, NC — seminar — (lodging, food, transportation)

Reimbursement — NC Bankruptcy Institute — Nov 1-2, 2018 — Pinehurst, NC — seminar — (lodging, food, transportation)

Spouse's income — 2018 — Valic-Salary

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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