Kenneth Davis Bell sr

2019

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Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 3

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • U.S. District Court, Western District of North Carolina
  • McGuireWoods LLC
  • Mezzanotte LLC
  • McGuireWoods LLC - income from law firm

As filed

Bank of America - cash account — Interest

Wells Fargo - cash account — Interest

Mezanotte LLC — Dividend

Kure Corp — None

Rental Property #1 Oak Island, NC Purchased: 5/19/2019 $295,000 — Rent

McGuireWoods LLC Retirement Fund - T. Rowe Price Retirement 2020 Tr-F — Dividend — Distributed

Prudential AST T. Rowe Price Growth Opps Portfolio — Dividend

Prudential AST Capital Growth Asset Allocation — Dividend

Prudential Secure Value Account — Dividend

Optum Bank Health Savings Account — None — Distributed (part)

HSA Bank Health Savings Account — None — Open

Isodiol International, Inc. — None

Wells Fargo Fundamental Choice IRA #1

ETF IShares 20+ Yr Treasury Bond TLT — Int./Div. — Buy (add'l)

ETF IShares EDGE MSCI USA Quality Factor QUAL — Int./Div. — Buy (add'l)

ETF IShares EDGE MSCI Min Vol USA USMV — Int./Div. — Buy (add'l)

ETF IShares Gold Trust IAU — Int./Div. — Buy (add'l)

ETF Sector SPDR TR Technology Select XLK — Int./Div. — Buy (add'l)

Alger Growth Small Cap Focus AGOZX — Int./Div. — Buy (add'l)

Barings Funds Global Credit Income Class Y BXIYX — Int./Div. — Buy (add'l)

Blackrock Total Return Fund MAHQX — Int./Div. — Buy (add'l)

Calamos Market Neutral Income Fund CMNIX — Int./Div. — Buy (add'l)

Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Int./Div. — Buy (add'l)

Delaware Group Global & Intl Fds DEMIX — Int./Div. — Buy (add'l)

Fidelity New Mkt Inc FGZMX — Int./Div. — Buy (add'l)

Harbor Fund Small Cap VAlue Fd HASCX — Int./Div. — Buy (add'l)

Legg Mason Funds Clearbridge Intl Growth LMGNX — Int./Div. — Buy (add'l)

Lord Abbett Invt Short Duration Income Fund LLDYX — Int./Div. — Buy (add'l)

Oakmark International Fund Advisor Class OAYIX — Int./Div. — Buy (add'l)

Principal Inv Fund Real Estate Secs FD PIREX — Int./Div. — Buy (add'l)

Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Int./Div. — Buy (add'l)

U.S. District Judge, U.S. District Court, Western District of North Carolina

Partner, McGuireWoods LLC

Member, Mezzanotte LLC

Agreement — 2009 — McGuireWoods LLC Retirement Plan with former law firm, managed

Income — 2018 — McGuireWoods LLC - income from law firm — $1,052,760.00

Income — 2019 — McGuireWoods LLC - income from law firm — $622,033.00

Amending to show Personal Information Part 5a as "Annual." Originally filed as "Initial."

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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