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What was filed

  • 33

    investments

  • 3

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 3

    income

  • 4

    spouse income

Named parties

  • University of Georgia Board of Visitors
  • National Conference of Bankruptcy Judges
  • American Bankruptcy Institute
  • State Bar of Georgia
  • Taylor, Bean & Whitaker Plan Trust
  • Tax Refund, State of New York
  • Tax Refund, State of California
  • MS Realty, LLC (wages)
  • Math EH, LLC (wages)
  • Mathnasium of North Alpharetta (wages)
  • Math AC, LLC (wages)

As filed

Suntrust Bank Cash Accounts — Interest

Wells Fargo Bank Cash Accounts — Interest

IRA #1 (H)

American Funds AMCAP Fund-A — Dividend

American Funds AmericanBalanced Fund- A — Dividend

American Funds Capital Income Builder - A — Dividend

American Funds Capital World Growth and Income Fund-A — Dividend

American Funds Fundamental Investors-A — Dividend

American Funds The Growth Fund of America-A — Dividend

American Funds New Perspective Fund-A — Dividend

American Funds New World Fund-A — Dividend

American Funds SMALLCAP World Fund-A — Dividend

American Funds Washington Mutual Investors Fund-A — Dividend

IRA #2 (H)

American Funds Capital Income Builders — Dividend

American Funds Capital World Growth and Income Fund — Dividend

American Funds Fundamental Investors — Dividend

American Funds The Growth Fund of America — Dividend

American Funds New Perspective Fund — Dividend

American Funds SMALLCAP World A — Dividend

ROTH IRA #1 (H)

Fidelity Government Cash Reserves — Dividend

Intel Corp. Common Stock — Dividend

Fidelity Blue Chip Growth — Dividend

ROTH IRA #2 (H)

American Funds Capital World Growth & Income Fund A Shares — Dividend

The CocaCola Company Common Stock — Dividend

Principal Financial Common Stock — Dividend

Troutman Sanders LLP Cash and Deferred Profit Sharing Plan (H)

Schwab Managed Retirement Target Fund 2035 IV — Dividend

Guardian Whole Life Insurance Policy — Dividend

MassMutual Whole Life Insurance Policy (see note in Part VIII) — Dividend

Webster Bank Health Savings Account — Interest

Member, University of Georgia Board of Visitors

Chairperson, New Members Committee, National Conference of Bankruptcy Judges

Co-Chair, Membership Services Committee, National Conference of Bankruptcy Judges

Agreement — 2011 — Troutman Sanders LLP Cash or Deferred Profit Sharing Plan

Reimbursement — American Bankruptcy Institute — September 19-20, 2019 — Washington, D.C. — Attendance as speaker for ABI Views from the Bench Conference — Airline travel, hotel, parking, taxi/Uber, meals, mileage and seminar registration

Reimbursement — National Conference of Bankruptcy Judges — October 29- November 1, 2019 — Washington, D.C. — Attendance at national conference — Hotel

Reimbursement — State Bar of Georgia — December 12-13, 2019 — Lake Oconee, GA — Attendance as speaker at annual bankruptcy seminar — Hotel, meals and seminar registration

Income — 2019 — Taylor, Bean & Whitaker Plan Trust — $848.42

Income — 2019 — Tax Refund, State of New York — $431.00

Income — 2019 — Tax Refund, State of California — $333.00

Spouse's income — 2019 — MS Realty, LLC (wages)

Spouse's income — 2019 — Math EH, LLC (wages)

Spouse's income — 2019 — Mathnasium of North Alpharetta (wages)

Spouse's income — 2019 — Math AC, LLC (wages)

Part III-A. Non-Investment Income.

Non-investment income from the Taylor, Bean & Whitaker Plan Trust represents distributions on a claim filed relative to severance benefits owed by a former

employer who filed for relief under Chapter 11 of the Bankruptcy Code.

Part VII. Investments and Trusts.

The Mass Mutual Wholelife Insurance Policy listed on line 32 of Part VII of this report was incorrectly listed as a Metlife Wholelife Insurance Policy in the 2019

report.

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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Jeffrey Cavender | Frix