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What was filed

  • 102

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • AgGeorgia Farm Credit
  • Ameris Bank

As filed

Brokerage Account # 1

Apple Inc. - Stock — Dividend

CDK Global Inc. - Bond — Interest — Matured

Guggenheim Total Return Bond Fund - Mutual Fund — Dividend

Templeton Global Total Return Fund - Mutual Fund — Dividend — Sold

JP Morgan Opportunistic Equity Fund - Mutual Fund — None

Catalyst Millburn Hedge Strategy Fund - Mutual Fund — Dividend

Blackrock Intermediate Muni Opportunity Fund - Mutual Fund — Dividend — Sold (part)

Angel Oak Multi Strategy Income Fund - Mutual fund — Dividend — Sold

Glenmede Large Cap Growth Fund - Mutual Fund — None — Sold

Ishares Russell 1000 Growth Fund - Mutual Fund — Dividend

Ishares MSCI ACWI Fund IV - Mutual Fund — Dividend — Sold

Schwab Emerging Markets Equity Fund - Mutual Fund — Dividend — Sold

Schwab International Equity Fund - Mutual Fund — Dividend — Buy (add'l)

Schwab International Equity Fund - Mutual Fund — Buy (add'l)

Schwab Muni Money Market Fund - Mutual Fund — Dividend — Sold

Schwab US Large Cap Value Fund - Mutual Fund — Dividend — Buy

Schwab US Large Cap Value Fund - Mutual Fund — Buy (add'l)

Lord Abbett Short Duration Income Fund - Mutual Fund — Dividend — Buy (add'l)

SPDR Barclays Muni Bond Fund - Mutual Fund — Dividend — Sold

Marathon Value Portfolio - Mutual Fund — Distribution

Matthews Pacific Tiger Fund - Mutual Fund — Dividend — Buy

Matthews Pacific Tiger Fund - Mutual Fund — Buy (add'l)

Oakmark International Fund - Mutual Fund — Dividend — Buy

Oakmark International Fund - Mutual Fund — Buy (add'l)

Morgan Stanley Inst Fund - Mutual Fund — Dividend — Buy

Schwab US Large Cap Growth Fund - Mutual Fund — Dividend — Buy

Barclays Ipath Dow Jones - UBS Index - Mutual Fund — None — Buy

BBH Intermediate Municipal Bond - Mutual Fund — Dividend — Buy

Invesco Activel/Ultra Short Duration - Mutual Fund — Dividend — Buy (add'l)

Pimco Income Fund - Mutual Fund — Dividend — Buy

Vanguard Short-Term Infl-Prot - Mutual Fund — Dividend — Buy

Doubleline Strategic Commodity Fund - Mutual Fund — None — Buy

Doubleline Strategic Commodity Fund - Mutual Fund — Sold

Schwab Advisor Cash and Money Market Fund — Int./Div.

IRA # 1

Apple Inc. - Stock — Dividend

Matthews Pacific Tiger Fund - Mutual Fund — Dividend — Buy (add'l)

Matthews Pacific Tiger Fund - Mutual Fund — Sold (part)

Oakmark International Fund - Mutual Fund — Dividend — Sold (part)

Oakmark International Fund - Mutual Fund — Buy (add'l)

Verizon Communications Inc. - Bond — Interest

Pimco Income Fund - Mutual Fund — Dividend — Buy (add'l)

Angel Oak Multi Strategy Income Fund - Mutual Fund — Dividend

Catalyst Millburn Hedge Strategy Fund - Mutual Fund — Dividend

Doubleline Total Return Bond Fund - Mutual Fund — Dividend

Glenmede Large Cap Growth Fund - Mutual Fund — Dividend — Sold

Guggenheim Total Return Bond Fund - Mutual Fund — Dividend — Buy (add'l)

Ishares Russell 1000 Growth Fund - Mutual Fund — Dividend

JP Morgan Opportunistic Equity Fund - Mutual Fund — None

Lord Abbett Short Duration Income Fund - Mutual Fund — Dividend

Schwab US Large Cap Value ETF - Mutual Fund — Dividend

SPDR Barclays Muni Bond Fund - Mutual Fund — Dividend — Sold

Templeton Global Total Return Fund - Mutual Fund — Dividend

Thornburg Global Opportunity Fund - Mutual Fund — None — Sold

Marathon Value Portfolio - Mutual Fund — Dividend

Morgan Stanley Intl Fund - Mutual Fund — Dividend — Buy

Morgan Stanley Inst Growth Fund - Mutual Fund — Dividend — Buy

Schwab International Equity Fund - Mutual Fund — Dividend — Buy

Doubleline Strategic Commodity Fund - Mutual Fund — Dividend — Buy

Schwab Large Cap Growth — Dividend — Buy

Schwab Large Cap Growth — Sold

Ishares MSCI — Dividend — Buy

Ishares MSCI — Sold

Charles Schwab Cash Account — Interest

IRA # 2

Angel Oak Multi Strategy Income Fund - Mutual Fund — Dividend

Marathon Value Portfolio - Mutual Fund — Dividend

Matthews Pacific Tiger Fund - Mutual Fund — Dividend — Sold (part)

PIMCO Income Fund - Mutual Fund — Dividend

Oakmark International Fund - Mutual Fund — Dividend — Sold (part)

Catalyst Millburn Hedge Strategy Fund - Mutual Fund — Dividend

Doubleline Total Return Bond Fund - Mutual Fund — Dividend

Glenmede Large Cap Growth Fund - Mutual Fund — None — Sold

Guggenheim Total Return Bond Fund - Mutual Fund — Dividend

Ishares Russell 1000 Growth Fund - Mutual Fund — Dividend

JP Morgan Opportunistic Equity Fund - Mutual Fund — None

Lord Abbett Short Duration Income Fund - Mutual Fund — Dividend

Schwab US Large Cap Value Fund - Mutual Fund — Dividend

Thornburg Global Opportunity Fund - Mutual Fund — None — Sold

Templeton Global Total Return Fund - Mutual Fund — Dividend

SPDR Barclays Muni Bond Fund - Mutual Fund — Dividend — Sold

Morgan Stanley Inst Fund - Mutual Fund — Dividend — Buy

Morgan Stanley Inst Growth - Mutual Fund — Dividend — Buy

Schwab International Equity Fund - Mutual Fund — Dividend — Buy

Doubleline Strategic Commodity Fund - Mutual Fund — Dividend — Buy

Schwab Large Cap Growth - Mutual Fund — Dividend — Buy

Schwab Large Cap Growth - Mutual Fund — Sold

Ishares MSCI - Mutual Fund — Dividend — Buy

Ishares MSCI - Mutual Fund — Sold

Charles Schwab Cash Account — Interest

Schwab Individual 529 Fund

Schwab Moderatively Conservative Track - Equity Portofolio - Index — None — Buy (add'l)

Schwab Moderatively Aggressive Track - Equity Portfolio - Index — None — Buy (add'l)

Schwab Moderately Aggressive Track - Equity Portfolio — None — Buy (add'l)

Schwab Moderatively Conservative Track - Equity Portfolio — None — Buy (add'l)

Schwab Moderate Track - Equity Portfolio — None — Buy (add'l)

Schwab Moderate Track - Equity Portfolio - Index — None — Buy (add'l)

Bank of America Cash Accounts — Interest

Land in — None

House in — Rent

GC Opportunities 2 Private Fund LP - Private Fund — Distribution

Agreement — 2014 — Agreement with former law firm, which is currently named Butler, Wooten, and Peak, LLP for payment of fees from worked performed prior to judicial service.

Liability — AgGeorgia Farm Credit — Mortgage on Land in (Part VII, Line 99)

Liability — Ameris Bank — Mortgage on Second Home in (Part VII, Line 100)

Spouse's income — 2019

The value of the land referenced in Line 99 of part VII came from an appraisal of the property conducted in November 2017 as part of the land's purchase.

The value of the house referenced in Line 101 of part VII came from an appraisal of the property conducted in October 2018 as part of the property's purchase.

Line 30 of Part VII refers to "Invesco Activel/Ultra Short Duration - Mutual Fund." This fund was originally called "Powershares Dynamic Large Cap Fund -

Mutual Fund" on my 2018 report. The name changed, but it is the same fund.

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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Leigh Martin May | Frix