Ask Donna

Pull out the substance of this filing.

What was filed

  • 16

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

American Funds EuroPacific Growth Fund — Dividend

Invesco American Franchise Fund — Dividend

Fidelity Puritan Fund — Dividend

Bancorp South Cash Accounts — Interest

Suntrust Bank Cash Accounts — Interest

Personal loan to Aurora Baugh, note receivable — Distribution

HSBC Bank USA CD — Interest

PGIM Total Return Bond (formerly Prudential Total Return Bond Fund) — Dividend

Fidelity 500 Index — Dividend

Fidelity Contrafund K6 Fund — Dividend

Wells Fargo Stable Fund C Fund — Dividend

T. Rowe Price Retirement 2010 I Fund — Dividend

T. Rowe Price Retirement 2020 I Fund — Dividend

T. Rowe Price Retirement 2005 I Fund — Dividend

Fidelity Mid Cap Index Fund — Dividend

Fidelity Small Cap Index Fund — Dividend

Agreement — 2004 — Phelps Dunbar LLP Retirement Plan with former law firm

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Debra Marie Brown | Frix