Karen K. Specie
2018
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What was filed
51
investments
0
positions
0
gifts
0
agreements
8
debts
7
reimbursements
0
income
2
spouse income
Named parties
- Renasant Bank
- American Express
- Chase
- Drummond Community Bank
- Discover
- Renesant Bank
- Florida Bar Association
- Alabama State Bar Association
- Northern District of Florida Bankruptcy Bar Association
- - Real Estate Broker
- - Commercial real estate ownership, rental and management
As filed
Renasant Bank - accounts — Interest
SunTrust Bank - accounts — None — Closed
Capital City Bank - checking account (see Part VIII) — None
Note Receivable - Diamond Investment Properties Inc. — Interest
Vacant Lot 4, Steinhatchee Subd., Taylor Co., FL (see Part. VIII) — None — Sold
Farming operation - Alachua Co., FL (See Part VII) — Distribution
IRA # 1 Farnsley & Johnston
American Growth Fund of Amer — Dividend
AMG River Road Div All Cap — Dividend
Columbia Contrarian — Dividend
Columbia Dividend Income — Dividend
Franklin Income Fund Advisor Class — Dividend — Sold
John Hancock Disciplined Value Fund Class A — Dividend
John Hancock Disciplined Value Mid Cap — Dividend
JP Morgan Small Cap Equity — Dividend
JP Morgan International Value Fund Institutional Class — Dividend
JP Morgan Mid Cap Value Fund Institutional Shares — Dividend
JP Morgan US Equity Fund — Dividend — Sold (part)
JP Morgan U.S. Large Cap Core Plus Fund Select Class — Dividend
Lazard Emerging Markets Equity Port Institutional SHS — Dividend
Mainstay Epoch Global Equity Yield Fund Class A — Dividend — Sold (part)
MFS International Growth Fund Class 1 — Dividend
MFS Research Fund Class A — Dividend
MFS Utilities Fund Class A — Dividend
Oppenheimer Int'l Sml Mid Co move — Dividend — Sold (part)
Principal Small Mid Cap Dividend Income Fund Class P — Dividend — Sold (part)
PGIM Jennison Equity (Prev. Prudential Jennison Equity Income Cl Z) — Dividend
PGIM Jennison Mid Cap (Prev. Prudential Jennison Mid Cap) — Dividend
American Europacific Growth Fund CL F2 — Dividend
American Smallcap World Fund CL F2 — Dividend
Cohen & Steers Pref Securities Income I — Dividend
Value Line Small Cap Opport CL INSTL — Dividend — Sold (part)
Goldman Sachs Small/Mid Cap Growth Prosp. (H) — Dividend — Buy
Goldman Sachs Intl Sm Cap Insights (H) — Dividend — Buy
John Hancock Seaport Long/Short CL I (H) — Dividend — Buy
IRA #2 Farnsley & Johnston
Brown Advisory Growth Equity Fund Investor Shares — Dividend
Cohen & Steers Pref. Securities — Dividend — Sold (part)
Cohen & Steers Pref. Securities — Sold (part)
John Hancock Disciplined Value Mid Cap — Dividend
J P Morgan US Large Cap Core (Plus Fund Select Class N/L) — Dividend
J P Morgan Mid Cap Value Fund Institutinoal Shares — Dividend
MFS Research Fund Class A — Dividend
Oppenheimer Dev Markets — Dividend
Swan Defined Risk Fund — Dividend
Value Line Small Cap — Dividend
John Hancock Seaport Long/Short (H) — Dividend — Buy
VALIC Retirement FICA Alt Plan Acct #: 1934 (H)
Vanguard Target Retirement 2020 Fund — Dividend
Liability — Renasant Bank — Line of Credit - personal
Liability — American Express — various credit cards
Liability — Chase — various credit cards
Liability — Drummond Community Bank — Commericial real estate loan
Liability — Drummond Community Bank — Line of Credit - personal
Liability — Drummond Community Bank — Line of Credit- personal
Liability — Discover — Credit Card
Liability — Renesant Bank — Line of Credit - business (Paid off January 12, 2018)
Reimbursement — Florida Bar Association — 01/17/2018 through 01/19/2018 — Orlando, FL — Educational Seminar — Lodging, Meals, Transportation
Reimbursement — Alabama State Bar Association — 06/07/2018 through 06/09/2018 — Destin, FL — Educational Seminar — Lodging, Meals, transportation
Reimbursement — Florida Bar Association — 06/13/2018 through 06/15/2018 — Orlando, FL — Educational Seminar — Lodging, Meals, transportation
Reimbursement — Florida Bar Association — 08/31/2018 through 09/03/2018 — Bonita Springs, FL — Educational Seminar — Lodging, Meals, Transportation
Reimbursement — Northern District of Florida Bankruptcy Bar Association — 09/27/2018 through 09/28/2018 — Panama City Beach, FL — Educational Seminar — Lodging, Meals, Transportation
Reimbursement — Alabama State Bar Association — 10/10/2018 through 10/11/2018 — Birmingham, AL — Educational Seminar — Lodging, Meals, Transportation
Reimbursement — Florida Bar Association — 11/07/2018 through 11/09/2018 — Tampa and Miami, FL — Educational Seminar — Lodging, Meals, Transportation
Spouse's income — 2018 — - Real Estate Broker
Spouse's income — 2018 — - Commercial real estate ownership, rental and management
PART VII- LINE 3 - CAPITAL CITY BANK ACCOUNT IS A CHECKING ACCOUNT AND EARNED NO INTEREST.
PART VII - LINE 8 - FARMING OPERATION (PECANS) HAD $0 INCOME IN 2018.
PART VII - LINE 7 - . SOLD ITS BIGGEST ASSET, LOCATED
IN HIGH SPRINGS, FL, IN DECEMBER 2018.
PART VII - LINE 53 - VALIC RETIREMENT ACCOUNT OBTAINED PRIOR TO TAKING THE BENCH. THIS ACCOUNT WAS MISTAKENLY
OMITTED FROM PREVIOUS REPORTS.
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.