Kenneth Davis Bell sr

What was filed

115
investments
2
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income

Named parties

U.S. District Court, Western District of North Carolina
Mezzanotte LLC
McGuireWoods LLC - Rollover distribution from vested pension plan to IRA

As filed

Bank of America - cash account — Interest

Wells Fargo - cash account — Interest

Mezanotte LLC — Dividend

Kure Corp — None

AMV Holdings, LLC — None — Spinoff (from line 4)

Rental Property #1 Oak Island, NC Purchased: 5/19/2019 $295,000 — Rent

McGuireWoods LLC Retirement Fund - T. Rowe Price Retirement 2020 Tr-F — Int./Div. — 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 — Int./Div.

HSA Bank Health Savings Account — Int./Div. — Distributed (part)

Isodiol International, Inc. — None

Wells Fargo Fundamental Choice IRA #1 (H)

Wells Fargo Standard Bank Cash — Int./Div.

ETF IShares EDGE MSCI USA Quality Factor QUAL — Int./Div. — Buy (add'l)

ETF IShares EDGE MSCI USA Quality Factor QUAL — Buy (add'l)

ETF IShares EDGE MSCI USA Quality Factor QUAL — Sold (part)

ETF IShares EDGE MSCI Min Vol USA USMV — Int./Div. — Buy (add'l)

ETF IShares EDGE MSCI Min Vol USA USMV — Buy (add'l)

ETF IShares EDGE MSCI Min Vol USA USMV — Sold (part)

ETF Sector SPDR TR Technology Select XLK — Int./Div. — Buy (add'l)

ETF Sector SPDR TR Technology Select XLK — Buy (add'l)

ETF Sector SPDR TR Technology Select XLK — Sold (part)

Alger Growth Small Cap Focus AGOZX — Int./Div. — Buy (add'l)

Alger Growth Small Cap Focus AGOZX — Buy (add'l)

Alger Growth Small Cap Focus AGOZX — Sold (part)

Blackrock Technology Opportunities Fund BGSIX — Int./Div. — Open

Blackrock Health Sciences Opp Fund SHSSX — Int./Div. — Open

Blackrock Health Sciences Opp Fund SHSSX — Buy (add'l)

Blackrock Total Return Fund MAHQX — Int./Div. — Buy (add'l)

Blackrock Total Return Fund MAHQX — Buy (add'l)

Blackrock Total Return Fund MAHQX — Sold (part)

Calamos Market Neutral Income Fund CMNIX — Int./Div. — Buy (add'l)

Calamos Market Neutral Income Fund CMNIX — Buy (add'l)

Calamos Market Neutral Income Fund CMNIX — Sold (part)

Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Int./Div. — Buy (add'l)

Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Buy (add'l)

Carillon Ser TR Eagle Mid Cap Growth Fd HAGIX — Sold (part)

Delaware Group Global & Intl Fds DEMIX — Int./Div. — Buy (add'l)

Delaware Group Global & Intl Fds DEMIX — Buy (add'l)

Delaware Group Global & Intl Fds DEMIX — Sold (part)

American Funds Bond Fund of America ABNFX — Int./Div. — Open

American Funds Bond Fund of America ABNFX — Buy (add'l)

Abbey Capital Future Strategy Fund ABYIX — Int./Div. — Buy

Abbey Capital Future Strategy Fund ABYIX — Sold (part)

Abbey Capital Future Strategy Fund ABYIX — Sold

Franklin Invs Secs Tr Conv Secs Fund FCSZX — Int./Div. — Open

Franklin Invs Secs Tr Conv Secs Fund FCSZX — Sold (part)

Harbor Fund Small Cap Value Fd HASCX — Int./Div. — Buy

Harbor Fund Small Cap Value Fd HASCX — Buy (add'l)

Harbor Fund Small Cap Value Fd HASCX — Sold (part)

Invesco Balanced Risk Commodity Strategy BRCYX — Int./Div. — Buy

Legg Mason Funds Clearbridge Intl Growth LMGNX — Int./Div. — Buy (add'l)

Legg Mason Funds Clearbridge Intl Growth LMGNX — Buy (add'l)

Legg Mason Funds Clearbridge Intl Growth LMGNX — Sold (part)

Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Int./Div. — Buy (add'l)

Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Buy (add'l)

Principal Spectrum PFD and Capital Securities Income Fund PPSIX — Sold (part)

AlphaSimplex Managed Futures Strategy Fund/ Natixis Fds ASFYX — Int./Div. — Open

AlphaSimplex Managed Futures Strategy Fund/ Natixis Fds ASFYX — Sold

Barings Funds Global Credit Income Class Y BXIYX — Int./Div. — Buy (add'l)

Barings Funds Global Credit Income Class Y BXIYX — Sold (part)

Barings Funds Global Credit Income Class Y BXIYX — Sold

Fidelity New Mkt Inc FGZMX — Int./Div. — Buy (add'l)

Fidelity New Mkt Inc FGZMX — Buy (add'l)

Fidelity New Mkt Inc FGZMX — Sold (part)

Fidelity New Mkt Inc FGZMX — Closed

ETF IShares Gold Trust IAU — Int./Div. — Buy (add'l)

ETF IShares Gold Trust IAU — Sold

Lord Abbett Invt Short Duration Income Fund LLDYX — Int./Div. — Buy (add'l)

Lord Abbett Invt Short Duration Income Fund LLDYX — Sold

Oakmark International Fund Advisor Class OAYIX — Int./Div. — Sold

Principal Inv Fund Real Estate Secs FD PIREX — Int./Div. — Sold

ETF IShares 20+ Yr Treasury Bond TLT — Int./Div. — Buy (add'l)

ETF IShares 20+ Yr Treasury Bond TLT — Sold

Select Sector SPDR TR Financial XLF — Int./Div. — Buy

Select Sector SPDR TR Financial XLF — Buy (add'l)

Select Sector SPDR TR Financial XLF — Sold

U.S. District Judge, U.S. District Court, Western District of North Carolina

Member, Mezzanotte LLC

Agreement — 2009 — McGuireWoods LLC Retirement Plan with former law firm, managed

Income — 2020 — McGuireWoods LLC - Rollover distribution from vested pension plan to IRA — $18,246.00