Jeffrey Cavender
2019
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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.