Lori S. Simpson
2019
Ask Donna
Pull out the substance of this filing.
What was filed
21
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
0
spouse income
Named parties
- Law Office of Lori Simpson, LLC/Simpson Law Group, LLC
- BDS Realty, LLC
- Simpson Law Group, member distribution
- BDS Realty, LLC, member distribution
As filed
Intel Stock — Dividend — Sold
Coca Cola Stock — Dividend
TRowe Price College Pre-Paid 529 Trust FBO — Dividend
M&T Bank Savings Account — Dividend
M&T Bank Checking Account — Dividend
Simpson Law Group Bank Accounts; M&T Bank — Dividend — Closed
Simpson Law Group A/R; M&T Bank — Dividend
Fidelity IRA - Cash Reserves — Int./Div.
Fidelity IRA - Powershares S&P 500 — Dividend
Fidelity IRA - Fidelity Capital & Income — Dividend
Fidelity IRA - Fidelity Contrafund — Dividend
Fidelity IRA - Fidelity Advisor New Insights — Dividend
Fidelity IRA - Fidelity Low Priced Stock — Dividend
Fidelity IRA - Fidelity 500 Index Premium Class — Dividend
Fidelity IRA - DFA Five Year Global Fixed Inc — Dividend
Fidelity IRA - Loomis Sayles Bond — Dividend
Fidelity IRA - Lazard Emerging Markets Equity — Dividend
Fidelity IRA - Permanent Portfolio — Dividend
Fidelity IRA - Vanguard Balanced Index — Dividend — Buy
Fidelity Strategic Income — Dividend
Investco Exchange - Traded Fund (SPLV) — Dividend — Spinoff (from line 9)
Member/Owner, Law Office of Lori Simpson, LLC/Simpson Law Group, LLC
Member/Owner, BDS Realty, LLC
Income — 2019 — Simpson Law Group, member distribution — $7,617.00
Income — 07/24/19 — BDS Realty, LLC, member distribution — $25,804.33
1400 S. Charles St. Baltimore MD 21230 (the only asset of BDS Realty, LLC) was sold by BDS Realty. LLC for $555,000.00 netting total profit of $77,412.97 to
BDS Realty. Lori Simpson, and 1/3 owner, received $25,804.33.
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.