Catharine R. Aron

2020

Ask Donna

Pull out the substance of this filing.

What was filed

656
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Valic-Salary

As filed

IT — None

GBCI — Int./Div.

ENTG — Int./Div.

BLK — Int./Div.

First National Bank Bank money market — Interest

AIG-Valic Aim lntern.ADR Growth Fund

BTI — Dividend — Sold (part)

CNI — Dividend — Buy (add'l)

CMPGY — Dividend — Sold

FANUY — None — Buy (add'l)

FANUY — Sold (part)

FMX — Dividend — Sold (part)

FMX — Sold

JBAXY — None — Sold (part)

JBAXY — Sold

NVS — Dividend — Sold (part)

NVS — Sold (part)

RELX — Int./Div. — Sold (part)

RELX — Sold (part)

RELX — Sold

SAP — Dividend — Sold (part)

SAP — Sold (part)

SAP — Sold

TSM — Dividend — Sold (part)

TSM — Sold (part)

AMADY — Dividend — Sold (part)

AMADY — Sold

GIB — Dividend — Sold (part)

GIB — Buy (add'l)

SU — Dividend — Sold

SBGSY — None — Buy (add'l)

AVGO — Dividend — Buy (add'l)

AZSEY — None — Sold (part)

AZSEY — Sold

AMCRY — None — Sold (part)

CABGY — Int./Div. — Buy (add'l)

CABGY — Sold (part)

PPERY — Int./Div. — Sold (part)

PPERY — Sold

UOVEY — Dividend — Sold (part)

CFRUY — None — Sold (part)

CFRUY — Sold

WTKWY — None — Sold (part)

CSLLY — None — Sold (part)

PDRDY — None — Sold (part)

PDRDY — Sold (part)

IFJPY — None — Sold

BBD — Int./Div.

DBOEY — Int./Div. — Buy (add'l)

ESLOY — Int./Div. — Sold (part)

ESLOY — Sold

ING — Int./Div. — Sold (part)

ING — Sold

LVS — Int./Div. — Sold (part)

LVS — Sold

MDIBY — Int./Div. — Sold (part)

MDIBY — Sold (part)

MDIBY — Sold

MDLZ — Int./Div.

OTEX — Int./Div. — Sold (part)

OTEX — Sold (part)

PDYPY — Int./Div. — Buy (add'l)

PDYPY — Sold (part)

RBGLY — None — Sold

VCISY — None — Sold

BABA — None

CRTO — None

HOCPY — Int./Div. — Sold (part)

HOCPY — Sold (part)

KAOOY — None — Sold (part)

KAOOY — Sold (part)

KAOOY — Sold

NTR — Int./Div. — Sold

PM — Int./Div. — Sold (part)

PM — Sold (part)

PM — Buy (add'l)

FTI — Int./Div. — Sold

VIVHY — Int./Div. — Sold

YUMC — Int./Div. — Sold (part)

AAGIY — Int./Div. — Buy (add'l)

ALC — None — Buy (add'l)

ALC — Sold (part)

ABEV — Int./Div. — Sold

BDRFY — Int./Div. — Buy (add'l)

BDRFY — Sold (part)

PAC — Int./Div. — Sold

ICLR — None — Buy (add'l)

KOTMY — None

KMTUY — Int./Div. — Buy (add'l)

KHNGY — Int./Div. — Sold (part)

KHNGY — Sold (part)

EDU — None — Buy (add'l)

EDU — Sold (part)

SMCAY — Int./Div. — Sold (part)

SMCAY — Sold (part)

BKNG — None

xASML — Int./Div. — Buy

xCIADY — None — Buy

xCIADY — Buy (add'l)

xPAC — Int./Div. — Buy

xHDB — Int./Div. — Buy

xHDB — Buy (add'l)

xHEINY — Int./Div. — Buy

xJD — None — Buy

xJD — Buy (add'l)

xKNRRY — Int./Div. — Buy

xKNRRY — Buy (add'l)

xLIN — Int./Div. — Buy

xLIN — Buy (add'l)

xLOGI — Int./Div. — Buy

xLVMUY — Int./Div. — Buy

xLVMUY — Buy (add'l)

xNSRGY — Int./Div. — Buy

xNSRGY — Buy (add'l)

xNJDCY — Int./Div. — Buy

xNJDCY — Sold (part)

xNVO — Int./Div. — Buy

xNVO — Buy (add'l)

xOCPNY — Int./Div. — Buy

xOCPNY — Buy (add'l)

xPROSY — Int./Div. — Buy

xPROSY — Buy (add'l)

xRHHBY — Int./Div. — Buy

xRHHBY — Buy (add'l)

xSCHYY — Int./Div. — Buy

xSCHYY — Buy (add'l)

xSDVKY — None — Buy

xSDVKY — Buy (add'l)

xSNY — Int./Div. — Buy

xSNE — Int./Div. — Buy

xSNE — Buy (add'l)

xTCEHY — Int./Div. — Buy

xTCEHY — Buy (add'l)

xWMMVY — Int./Div. — Buy

xWMMVY — Buy (add'l)

SSGAMoney Market Fund — Int./Div.

AIG- Valic money market account — Interest

AIG/Valic Select IRA 1 Transamerica Large Growth

AAPL — Dividend

V — Dividend

DIS — Dividend — Sold

GOOG — None

A — Int./Div.

LOW — Dividend

ATVI — Int./Div.

AMGN — Int./Div.

BLK — Int./Div.

MSFT — Int./Div.

UTX — Int./Div. — Sold

FB — None

NVDA — Dividend

NXPI — None

AKAM — None

TJX — None — Sold

INTU — Dividend

NKE — Dividend

NOC — Dividend

AMZN — None

AVGO — Dividend

COST — Dividend

CRM — None

LHX — Dividend

PANW — None

IQV — None

CSCO — None — Sold

WM — Dividend

WMT — Dividend

ZTS — Dividend

XLNX — Dividend — Sold (part)

XLNX — Buy (add'l)

BAH — Dividend

PLNT — None — Sold

ILMN — None — Sold (part)

ILMN — Buy (add'l)

GPN — Dividend

GH — None

LMT — Dividend

QRVO — None

TTD — None

TW — Dividend

VRTX — None

ZS — None

xBX — Int./Div. — Buy

xCSX — Int./Div. — Buy

xIIVI — None — Buy

xIIVI — Buy (add'l)

xLITE — None — Buy

xLITE — Sold (part)

xLITE — Buy (add'l)

xQCOM — Int./Div. — Buy

xSNPS — None — Buy

xEXEL — None — Buy

xEXEL — Sold

SSGA Money Market — Interest

AIG- Valic Select IRA 2 Columbia value and restruct

JPM — Dividend — Buy (add'l)

JPM — Sold (part)

MA — Dividend

CVX — Dividend — Sold (part)

CVX — Buy (add'l)

CVX — Sold (part)

CI — Dividend

GOOG — None — Sold (part)

AON — Dividend

ABT — Dividend — Buy (add'l)

ABT — Sold (part)

AAPL — Dividend — Sold (part)

AAPL — Sold (part)

BRKB — None — Buy (add'l)

BRKB — Sold (part)

BLK — Dividend

C — Dividend — Sold (part)

C — Sold (part)

C — Buy (add'l)

CMCSA — Dividend — Buy (add'l)

HON — Dividend — Sold (part)

HON — Sold (part)

HON — Buy (add'l)

JNJ — Dividend — Buy (add'l)

LOW — Dividend — Sold (part)

MSFT — Dividend — Sold (part)

MSFT — Sold (part)

CNQ — None — Buy (add'l)

EA — None — Sold (part)

EA — Sold

MDT — Dividend — Sold (part)

MDT — Buy (add'l)

VZ — Dividend — Sold

ATVI — Int./Div. — Sold (part)

ATVI — Sold (part)

ATVI — Buy (add'l)

GOOGL — None — Buy (add'l)

AMT — Int./Div. — Sold (part)

AMT — Sold (part)

FB — None — Sold (part)

FB — Sold (part)

FB — Buy (add'l)

MCD — Int./Div. — Buy (add'l)

MCD — Sold (part)

PFE — None — Sold

PM — Int./Div. — Buy (add'l)

PM — Sold (part)

ALXN — None

ANTM — Int./Div. — Buy (add'l)

ANTM — Sold (part)

AVGO — Int./Div. — Sold

FIS — Int./Div.

MS — Int./Div. — Sold (part)

MS — Buy (add'l)

PANW — None — Buy (add'l)

SHW — None — Sold (part)

T — None — Sold (part)

T — Sold (part)

T — Sold

AGN — None — Sold (part)

AGN — Sold

AMZN — None — Buy (add'l)

AMZN — Buy (add'l)

AMZN — Sold (part)

CSCO — Int./Div. — Sold (part)

CSCO — Buy (add'l)

CAG — None — Sold

EOG — Int./Div.

MDLZ — Int./Div. — Buy (add'l)

SYY — Int./Div. — Sold (part)

SYY — Buy (add'l)

APD — None — Sold (part)

APD — Sold (part)

CAT — Int./Div. — Sold (part)

CAT — Sold

XRAY — None — Sold (part)

EBAY — Int./Div. — Sold (part)

EBAY — Sold (part)

EBAY — Buy (add'l)

EMR — Int./Div. — Sold (part)

EMR — Sold

LRCX — None — Sold (part)

NOC — None — Sold (part)

NOC — Sold

NVDA — None — Sold (part)

TMUS — None — Buy (add'l)

NXPI — Int./Div. — Sold (part)

NXPI — Sold (part)

NXPI — Buy (add'l)

ADBE — None — Sold (part)

ARMK — Int./Div. — Sold

ADSK — None — Buy (add'l)

ADSK — Buy (add'l)

ADSK — Sold (part)

BDX — Int./Div.

CDK — Int./Div. — Sold

CL — Int./Div.

CPRI — None — Sold

CAG — Int./Div. — Sold (part)

CAG — Sold

GWL — Int./Div. — Sold (part)

GWL — Sold

CTVA — Int./Div. — Buy (add'l)

CTVA — Sold (part)

CTVA — Buy (add'l)

DD — Int./Div. — Sold

DHI — Int./Div. — Sold

DXC — None — Sold

INTC — Int./Div. — Sold (part)

INTC — Sold (part)

INTC — Sold

IBM — Int./Div. — Buy (add'l)

IBM — Sold

LHX — Int./Div. — Sold

LYFT — None — Sold

MPC — Int./Div. — Sold

MHK — None — Sold (part)

MHK — Sold (part)

MHK — Sold

MRVL — None

NEM — Int./Div.

SLB — Dividend — Sold

SPR — Int./Div. — Sold

MMM — Int./Div. — Sold

VLO — Int./Div. — Sold

VIAC — None — Sold

xAEP — Int./Div. — Buy

xAXP — Int./Div. — Buy

xAXP — Buy (add'l)

xAZO — None — Buy

xAZO — Buy (add'l)

xBMRN — None — Buy

xCARR — Int./Div. — Buy

xCARR — Buy (add'l)

xKO — Int./Div. — Buy

xKO — Buy (add'l)

xCVS — Int./Div. — Buy

xDRI — None — Buy

xDRI — Int./Div. — Sold (part)

xDLTR — None — Buy

xDLTR — Buy (add'l)

xLLY — None — Buy

xFISV — None — Buy

xINTU — Int./Div. — Buy

xINTU — Buy (add'l)

xNTR — Int./Div. — Buy

xNTR — Buy (add'l)

xPYPL — None — Buy

xDGX — Int./Div. — Buy

xDGX — Sold (part)

xRTX — Int./Div. — Buy

xRTX — Buy (add'l)

xLUV — Int./Div. — Buy

xSWK — Int./Div. — Buy

xSWK — Buy (add'l)

xSTT — Int./Div. — Buy

xSYK — Int./Div. — Buy

xSYK — Buy (add'l)

xSYK — Sold (part)

xTPR — None — Buy

xTEL — Int./Div. — Buy

xTEL — Buy (add'l)

xAES — Int./Div. — Buy

xAES — Buy (add'l)

xUBER — None — Buy

xUBER — Buy (add'l)

xUBER — Sold (part)

xULTA — None — Buy

xUAA — None — Buy

xUNP — Int./Div. — Buy

xUNP — Buy (add'l)

xDIS — None — Buy

xDIS — Buy (add'l)

xWDC — None — Buy

xWDC — Buy (add'l)

xELAN — None — Buy

xELAN — Sold

xBA — None — Buy

xBA — Sold

SSGA Money Market — Interest

AIG Valic IRA DBA DavidsonMid Cap

STE — Int./Div. — Sold (part)

STE — Sold (part)

ACHC — None — Buy (add'l)

ACC — Int./Div. — Sold (part)

ATR — Int./Div. — Buy (add'l)

APAM — Int./Div.

BURL — None — Sold (part)

BURL — Sold (part)

CTLT — None — Sold (part)

CTLT — Buy (add'l)

CTLT — Sold (part)

CVCO — None

CGNX — Int./Div. — Sold (part)

CGNX — Sold (part)

DORM — None

DRQ — None

EXPO — Int./Div. — Sold (part)

FIVE — None — Sold (part)

FIVE — Sold (part)

ICUI — None — Sold (part)

ICUI — Sold

MKTX — Int./Div. — Sold (part)

MKTX — Sold (part)

MAA — Int./Div. — Sold

MIDD — None — Sold

NDSN — Int./Div. — Sold (part)

NDSN — Sold (part)

POR — Int./Div.

POWI — Int./Div.

PINC — None — Sold

KWR — Int./Div.

RPM — Int./Div. — Sold (part)

ROLL — None — Sold (part)

RBA — Int./Div. — Sold (part)

SSNC — Int./Div. — Sold (part)

SSNC — Sold (part)

SSNC — Sold

SBNY — None

SUI — Int./Div. — Sold (part)

TTC — Int./Div. — Sold (part)

TTC — Sold (part)

TYL — None — Sold (part)

TYL — Sold (part)

TYL — Sold

WAB — None — Sold (part)

WAB — Sold

WBS — Int./Div. — Sold (part)

WBS — Sold

WST — Int./Div. — Sold (part)

WST — Sold (part)

WST — Sold

ZBRA — None — Sold (part)

BAH — Int./Div. — Sold (part)

BAH — Sold (part)

BJRI — Int./Div. — Sold

CRI — Int./Div.

COR — Int./Div.

EXP — Int./Div. — Sold (part)

DEA — Int./Div.

GDI* name change to IR — None — Merged (with line 504)

IR — None

GGG — Int./Div.

JRVR — Int./Div. — Sold

LAD — Int./Div.

MTDR — None — Sold

OGE — Int./Div.

DOC — Int./Div. — Buy (add'l)

PNFP — Int./Div. — Sold (part)

PII — Int./Div. — Sold (part)

POOL — Int./Div. — Sold (part)

POOL — Sold (part)

SLAB — None — Sold (part)

SLAB — Buy (add'l)

SNDR — Int./Div. — Sold (part)

INN — Int./Div. — Sold (part)

WAL — None

BERY — None — Sold

BIO — None — Sold (part)

EPAM — None

HXL — None — Sold (part)

JAZZ — None

NBIX — None

PE — None — Buy (add'l)

RPD — None — Sold (part)

TXRH — Int./Div.

AUB — Int./Div. — Sold (part)

BJ — None — Sold (part)

ENV — None — Sold (part)

ROCK — None — Sold (part)

LOPE — None

HUBS — None — Buy (add'l)

PODD — None — Sold (part)

PODD — Sold

PFGC — None

TCF — Int./Div. — Buy (add'l)

MTN — Int./Div. — Sold (part)

xBFAM — None — Buy

xCRNC — None — Buy

xCRNC — Buy (add'l)

xCHE — Int./Div. — Buy

xCHE — Buy (add'l)

xESI — None — Buy

xFSS — Int./Div. — Buy

xFSS — Buy (add'l)

xGMED — None — Buy

xHZNP — None — Buy

xHPP — Int./Div. — Buy

xHPP — Buy (add'l)

xIDA — Int./Div. — Buy

xIDA — Buy (add'l)

xITGR — None — Buy

xKMPR — Int./Div. — Buy

xKMPR — Buy (add'l)

xKNSL — Int./Div. — Buy

xLANC — Int./Div. — Buy

xLANC — Buy (add'l)

xMOH — None — Buy

xMOH — Sold (part)

xPIPR — Int./Div. — Buy

xSYNH — None — Buy

xSYNH — Buy (add'l)

xVOYA — Int./Div. — Buy

xVOYA — Buy (add'l)

xQDEL — None — Buy

xQDEL — Sold

SSGAMoney Market Fund — Int./Div.

Highwoods Pptys Inc — Dividend

Hooker Furniture — Dividend

Regency CTRS Corp — Int./Div.

Carter Bank and Trust — None

Calamos Growth Mutual Fund A — Int./Div.

Mutual Series Mutual Shares A — Int./Div.

Tempelton Growth Mutual Fund A — Int./Div.

Franklin Income Mutual Fund A — Int./Div.

Valic Freedom Plus IRA Annuity (Porfolio Director Fixed and Variable) — Int./Div.

AIG 401K

BSCFX — Int./Div.

JNTFX — Int./Div.

VPMCX — Int./Div.

VEXMX — Int./Div.

FTSE — Int./Div.

TGVAX — Int./Div.

VINIX — Int./Div.

VWELX — Int./Div.

MEIAX — Int./Div.

JSIVX — Int./Div.

VBMFX — Int./Div.

AIG Stable Value Fund — Interest

Sun America NQDA — Int./Div.

Jackson National NQDA — Int./Div.

VFA TransAmerica Laarge Growth — Int./Div.

VFA Columbia Value — Int./Div.

VFA Sterling Mid Cap Value — Int./Div.

VFA GWK Small Core — Int./Div.

VFA Nuveen Intermediate Muni — Interest

VFA Intergrated Manager Account

A — Dividend

V — Dividend

MSFT — Dividend

AMGN — Distribution

ATVI — Int./Div.

DIS — Int./Div. — Sold

GOOG — None

UTX — Int./Div. — Sold

CRM — None

LOW — Dividend

NXPI — None

FB — None

NVDA — Dividend

AKAM — None — Sold (part)

TJX — None — Sold

NKE — Int./Div.

GOOGL — None

APPL — Int./Div.

NOC — Int./Div.

INTU — Int./Div.

XLNX — Int./Div. — Sold (part)

AVGO — Int./Div.

LHX — Int./Div.

AMZN — None

WM — Int./Div.

ZTS — Int./Div.

PAWN — None

IQV — None

COST — Int./Div.

WMT — Int./Div.

CSCO — Int./Div. — Sold

BAH — Int./Div.

PLNT — None — Sold

GPN — Int./Div.

GH — Int./Div.

LMT — Int./Div.

QRVO — Int./Div.

TTD — Int./Div.

TW — Int./Div.

VRTX — Int./Div.

xBX — Int./Div. — Buy

xCSX — Int./Div. — Buy

xIIVI — None — Buy

xIIVI — Buy (add'l)

xLITE — None — Buy

xLITE — Sold (part)

xQCOM — Int./Div. — Buy

xSNPS — None — Buy

xEXEL — None — Buy

xEXEL — Sold (part)

xRTX — None — Buy

xRTX — Sold

SPAXX money market fund — Interest

Diversified equity mutual Funds

FSPSX — Int./Div.

FSSNX — Int./Div.

FXAIX — Int./Div.

PMDEX — Int./Div.

AXBIS — Int./Div.

WSBIS — Int./Div.

SPDR (cash) — Interest

Genworth Variable Life Insurance (Fixed Index Annuities) — Int./Div.

Spouse's income — 2020 — Valic-Salary

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.