Bessie Mae Parrish Creswell

2019

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Pull out the substance of this filing.

What was filed

  • 67

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Alabama Bankruptcy Assistance Project

As filed

PNC BANK CASH ACCOUNTS — Interest

IRA #1 (H)

TD AMERITRADE CASH ACCOUNTS (Y)

AMAZON.COM INC COM — None

CORNERSTONE STRATEGIC VALUE COM — Dividend

PAYPAL HLDGS INC COM — None

ROYAL DUTCH SHELL ADR SPONSORED — Dividend — Buy

SPDR GOLD TR GOLD SHS — None

TESLA INC COM — None — Buy (add'l)

CREDIT SUISSE NASSAU VELOCITY SHS DAI ETN — None — Buy

CREDIT SUISSE NASSAU VELOCITY SHS DAI ETN — Buy (add'l)

CREDIT SUISSE NASSAU VELOCITY SHS DAI ETN — Sold

IRA #2 (H)

BERKSHIRE HATHAWAY INC DEL COM CL B — None — Sold

CORNERSTONE STRATEGIC VALUE COM — Dividend

SLACK TECHNOLOGIES INC COM CL A — None — Buy

DODGE & COX FUNDS INTL STK FD — Dividend

IRA #3 (H)

E-TRADE BANK CASH ACCOUNT — Interest

FORD MOTOR COMPANY PAR $0.01 — Dividend

MICRON TECHNOLOGY INC — None

MICROSOFT CORP — Dividend — Sold

SALESFORCE.COM INC — None

SLACK TECHNOLOGIES INC CLASS A COMMON STOCK — None — Buy

SLACK TECHNOLOGIES INC CLASS A COMMON STOCK — Buy (add'l)

TELADOC HEALTH INC COMMON STOCK — None — Buy (add'l)

TELADOC HEALTH INC COMMON STOCK — Sold

TESLA INC COMMON STOCK — None

CREDIT SUISSE AG NASSAU BRH VELOCITY SHARES DAILY 2X VIX — None — Buy

CREDIT SUISSE AG NASSAU BRH VELOCITY SHARES DAILY 2X VIX — Sold

CALL TSLA 04/18/19 340 TESLA INC — None — Buy

CALL TSLA 04/18/19 340 TESLA INC — Sold

BROKERAGE ACCOUNT #1 (H)

SPDR GOLD TR GOLD SHS — None

BROKERAGE ACCOUNT #2 (H)

TD AMERITRADE CASH ACCOUNT (X) — None

ALASKA AIR GROUP INC COM — Dividend

CORNERSTONE STRATEGIC VALUE COM — Dividend

TAIWAN SEMICONDUCTOR ADR SPONSORED — Dividend

TELADOC HEALTH INC COM — None — Sold

BROKERAGE ACCOUNT #5 (H)

Morgan Stanley Bank N.A. (Y)

Coca Cola Co — Dividend

BROKERAGE ACCOUNT #3 (H)

CORNERSTONE STRATEGIC VALUE COM — Dividend

ROYAL DUTCH SHELL ADR SPONSORED — Dividend — Buy

SLACK TECHNOLOGIES INC COM CLASS A — None — Buy

BROKERAGE ACCOUNT #4 (H)

CORNERSTONE STRATEGIC VALUE COM — Dividend

ROYAL DUTCH SHELL ADR SPONSORED — Dividend — Buy

FORD MOTOR CO COM (Y) — Dividend — Buy

529 PLAN #2 (H)

Vanguard Total Stock Market Index — Dividend

Vanguard Institutional Index — Dividend

Vanguard Growth Index — Dividend

Vanguard International Growth — Dividend

FDIC-Insured Accounts — Dividend

529 PLAN #3 (H)

Vanguard Growth Index — Dividend

Vanguard Mid-Cap Index — Dividend

Vanguard Small-Cap Index — Dividend

Vanguard International Growth — Dividend

DFA Global Equity Portfolio — Dividend

GOLDMAN SACHS BANK CASH ACCOUNT — Interest

Advisory Board, Alabama Bankruptcy Assistance Project

Part VII, Line 3 - The TD Ameritrade cash account balance fell below the reporting threshold for this period.

Part VII, Line 36 - The TD Ameritrade cash account balance rose above the reporting threshold for this period.

Part VII, Line 43 - The Morgan Stanley Bank cash account balance fell below the reporting threshold for this period.

Part VII, Line 54 - Ford Motor Co Com asset fell below reporting threshold for this period. The purchase of the assets meets the reporting threshold, but fell in

value during the year below the threshold.

Part VII, Lines 55-66 – Reports for 529 Plans #2 and #3 do not give information concerning purchases and sales of assets. As such, only FMV and dividend

income information is provided. If an asset is new it is marked (X) and if the asset is no longer in the account it is marked (Y).

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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Bessie Mae Parrish Creswell | Frix