Kenneth Davis Bell sr
2019
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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.