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Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • State of Alabama, Office of the Attorney General
  • Wells Fargo
  • State of Alabama, employee income
  • self-employed, wages for stadium announcing (Huntingdon College)
  • Wallace & Moody Realty, realtor commissions

As filed

Rental Property, Montgomery AL ($169,000) — Rent

Retirement Systems of Alabama, employee pension — Dividend

Great-West Equities, Deferred Compensation 457 Plan (H)

American Funds EuroPacific Gr R4 — Int./Div. — Closed

TIAA-Cref International Ed Idx Retire — Int./Div. — Closed

Columbia Small Cap Index Instl — Int./Div. — Closed

Columbia Mid Cap Index Instl — Int./Div. — Closed

Wells Fargo Special Mid Cap Value Inst — Int./Div. — Closed

William Blair Small-Mid Cap Gr I — Int./Div. — Closed

BlackRock Equity Dividend Instl — Int./Div. — Closed

Columbia Large Cap Index Instl — Int./Div. — Closed

JPMorgan High Yield I — Int./Div. — Closed

Metropolitan West Total Return Bond I — Int./Div. — Closed

Alabama Stable Value Fund — Interest — Closed

Suntrust Investment Services, Roth IRA (Cash Account) — None

BBVA Compass, Checking Acct. — Interest

BBVA Compass, Money Market Acct. — Interest

Employee (Deputy Attoney General), State of Alabama, Office of the Attorney General

Agreement — 2003 — State of Alabama, State employee pension

Agreement — 2015 — 457 Retirement Plan with State of Alabama, managed by Great-West Equities

Liability — Wells Fargo — Mortgage on Rental Property, Montgomery AL (Part VII, Line 1)

Income — 2019 — State of Alabama, employee income — $96,961.78

Income — 2019 — self-employed, wages for stadium announcing (Huntingdon College) — $315.00

Spouse's income — 2019 — Wallace & Moody Realty, realtor commissions

Part VII, Line 1: Value method "V (other)" based on sale price of home in 2020.

Part VIII, Lines 3-14: Great-West began managing my 457 plan in 2015. I do not have information regarding the initial agreement date or plan manager. All Great-

West 457 Deferred Compensation proceeds rolled into federal Thrift Savings Plan in September 2019.

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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