Ask Donna

Pull out the substance of this filing.

What was filed

  • 231

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Family Member 1
  • Family Member 2
  • American Bankruptcy Institute
  • National Conference of Bankrupcy Judges
  • Matthew Bender - Author fee Collier on Bankruptcy
  • Truist - salary

As filed

SPDR S&P 500 ETF — Buy (add'l)

Collegebound 529 #1(H) (Y)

Collegebound 529 #2(H)

Invesco Collegebound Today Portfolio I — Int./Div.

SunTrust Cash Accounts — Interest

SunTrust Investment Account #1(H)

SPY ETF — Dividend

Kroger Co Common — Dividend — Buy

Tiered Rate Multibank Sweep — Dividend — Buy

SunTrust Investment Account #2(H)

SunTrust Fiduciary Master Deposit Account — Dividend — Sold

PWM Fiduciary Master Deposit Account — Dividend — Buy

iShares Core S&P Small Cap ETF — Dividend

iShares Russell Midcap ETF — Dividend

Vanguard FTSE Emerging Fund — Dividend — Sold

ishares core S&P 500 ETF — Dividend

ishares core MSCI EAFE ETF — Dividend — Sold

ishares DJ Select Div ETF — Dividend — Sold

DFA S-T Ext Quality Fund — Dividend

Neuberger Berman Hi Inc Bond Fund — Dividend — Sold (part)

Wisdom Tree Midcap Fund — Dividend

SPDR S&P 500 ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Vanguard Growth ETF — Buy (add'l)

SunTrust Investment Account #3(H)

Federated Government Obligations Trust — Dividend — Sold

Tiered Rate Multibank Sweep — Dividend — Buy

SPDR S&P 500 ETF — Dividend

SunTrust Investment Account #4(H)(Y)

SunTrust IRA Rollover #3(H)

SunTrust Fiduciary Master Deposit Account — Dividend — Sold

PWM Fiduciary Master Deposit Account — Dividend — Buy

AAPL Common — Dividend

I-shares Core S&P Small Cap ETF — Dividend

I-shares DJ Select Div ETF — Dividend — Sold

I-shares MSCI EAFE ETF — Dividend — Sold

I-shares Russell Midcap ETF — Dividend

SPDR S&P 500 ETF — Dividend — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Dividend — Sold

Neuberger Berman Hi Inc Bond Fund — Dividend — Sold (part)

Wisdom Tree Midcap Fund — Dividend

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Ingersoll Rand Common — Dividend — Buy

Ingersoll Rand Common — Sold

Nomad Foods LTD Common — Dividend — Buy

Nomad Foods LTD Common — Sold

Adobe Inc Common — Dividend — Buy

Adobe Inc Common — Sold

Allstate Corp Common — Dividend — Buy

Allstate Corp Common — Sold

Alphabet Inc Class C Common — Dividend — Buy

Alphabet Inc Class C Common — Sold

Alphabet Inc Class A Common — Dividend — Buy

Alphabet Inc Class A Common — Sold

Amazon Common — Dividend — Buy

Amazon Common — Sold

Amgen Common — Dividend — Buy

Amgen Common — Sold

Applied Materials Common — Dividend — Buy

Applied Materials Common — Sold

Assurant Common — Dividend — Buy

Assurant Common — Sold

Bank of America Common — Dividend — Buy

Bank of America Common — Sold

Berkshire Hathaway Class B Common — Dividend — Buy

Berkshire Hathaway Class B Common — Sold

Boston Scientific Corp Common — Dividend — Buy

Boston Scientific Corp Common — Sold

Capital One Common — Dividend — Buy

Capital One Common — Sold

Carlisle Cos Inc Common — Dividend — Buy

Carlisle Cos Inc Common — Sold

Chevron Common — Dividend — Buy

Chevron Common — Sold

Cisco Systems Common — Dividend — Buy

Cisco Systems Common — Sold

Citizens Financial Group Common — Dividend — Buy

Citizens Financial Group Common — Sold

Comcast Corp Common — Dividend — Buy

Comcast Corp Common — Sold

Corteva Inc Common — Dividend — Buy

Corteva Inc Common — Sold

Costco Wholesale Corp Common — Dividend — Buy

Costco Wholesale Corp Common — Sold

Crown Castle Intl Common — Dividend — Buy

Crown Castle Intl Common — Sold

Digital Realty Trust Common — Dividend — Buy

Digital Realty Trust Common — Sold

Disney Walt Co Common — Dividend — Buy

Disney Walt Co Common — Sold

Dow Inc Common — Dividend — Buy

Dow Inc Common — Sold

DuPont De Nemeurs Inc Common — Dividend — Buy

DuPont De Nemeurs Inc Common — Sold

Eog Res Inc Common — Dividend — Buy

Eog Res Inc Common — Sold

Ecolab Inc Common — Dividend — Buy

Ecolab Inc Common — Sold

Emerson Elec Co Common — Dividend — Buy

Emerson Elec Co Common — Sold

Facebook Inc A Common — Dividend — Buy

Facebook Inc A Common — Sold

Fidelity Nat'l Info Systems Common — Dividend — Buy

Fidelity Nat'l Info Systems Common — Sold

Home Depot Inc Common — Dividend — Buy

Home Depot Inc Common — Sold

Honeywell Int'l Inc Common — Dividend — Buy

Honeywell Int'l Inc Common — Sold

Incyte Corp Common — Dividend — Buy

Incyte Corp Common — Sold

Intuitive Surgical Inc Common — Dividend — Buy

Intuitive Surgical Inc Common — Sold

Johnson & Johnson Common — Dividend — Buy

Johnson & Johnson Common — Sold

Mastercard Inc Common — Dividend — Buy

Mastercard Inc Common — Sold

McDonalds Common — Dividend — Buy

McDonalds Common — Sold

Merck & Co Inc Common — Dividend — Buy

Merck & Co Inc Common — Sold

Microsoft Corp Common — Dividend — Buy

Microsoft Corp Common — Sold

Micron Technology Inc Common — Dividend — Buy

Micron Technology Inc Common — Sold

Nextera Energy Inc Common — Dividend — Buy

Nextera Energy Inc Common — Sold

Nike Inc Class B Common — Dividend — Buy

Nike Inc Class B Common — Sold

Novartis AG ADR — Dividend — Buy

Novartis AG ADR — Sold

Nvidia Corp Common — Dividend — Buy

Nvidia Corp Common — Sold

PNC Fin'l Svcs Group Common — Dividend — Buy

PNC Fin'l Svcs Group Common — Sold

Pioneer Natural Resources Common — Dividend — Buy

Pioneer Natural Resources Common — Sold

Proctor & Gamble Co Common — Dividend — Buy

Proctor & Gamble Co Common — Sold

Quanta Services Inc Common — Dividend — Buy

Quanta Services Inc Common — Sold

Raytheon Co Common — Dividend — Buy

Raytheon Co Common — Sold

Salesforce Com Inc Common — Dividend — Buy

Salesforce Com Inc Common — Sold

Schlumberger Ltd Common — Dividend — Buy

Schlumberger Ltd Common — Sold

Thermo Fisher Scientific Common — Dividend — Buy

Thermo Fisher Scientific Common — Sold

Tractor Supply Co Common — Dividend — Buy

Tractor Supply Co Common — Sold

Union Pac Corp Common — Dividend — Buy

Union Pac Corp Common — Sold

United Health Group Inc Common — Dividend — Buy

United Health Group Inc Common — Sold

Verizon Communications Common — Dividend — Buy

Verizon Communications Common — Sold

Visa Inc Cl A Common — Dividend — Buy

Visa Inc Cl A Common — Sold

Walmart Common — Dividend — Buy

Walmart Common — Sold

Xilinx Inc Common — Dividend — Buy

Xilinx Inc Common — Sold

SunTrust IRA Rollover #4(H)

SunTrust Fiduciary Master Deposit Account — Dividend — Sold

PWM Fiduciary Master Dep Account — Dividend — Buy

I-shares Core S&P Small Cap ETF — Dividend

I-shares DJ Select Div ETF — Dividend — Sold

I-shares MSCI EAFE ETF — Dividend — Sold

I-shares Russell Midcap ETF — Dividend

SPDR S&P 500 ETF — Dividend — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Dividend — Sold

Neuberger Berman Hi Inc Bond Fund — Dividend — Sold (part)

Wisdom Tree Midcap Fund — Dividend

Apple Common — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Vanguard Growth ETF — Buy (add'l)

SunTrust IRA Rollover #1(H)

SunTrust Fiduciary Master Deposit Account — Dividend — Sold

PWM Fiduciary Master Dep Account — Dividend — Buy

Federated Hermes Strategic Val Div Fund — Dividend

Harbor Capital Appreciation Fund — Dividend

I-shares Core S&P Small Cap ETF — Dividend

I-shares Russell Midcap ETF — Dividend

Invesco Oppenheimer Dev Mkts Fund — Dividend — Sold

SPDR S&P 500 ETF — Dividend — Buy (add'l)

Vanguard FTSE EM ETF — Dividend — Sold

I-shares MSCI EAFE ETF — Dividend — Sold

Wisdom Tree Midcap Fund — Dividend

Neuberger Berman Hi Inc Fund — Dividend — Sold (part)

DJ Select Div ETF — Dividend — Sold

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Vanguard Growth ETF — Buy (add'l)

SunTrust IRA Rollover #2(H)

SunTrust Fiduciary Master Deposit Account — Dividend — Sold

PWM Fiduciary Master Dep Account — Dividend — Buy

Federated Strategic Val. Div. Fund — Dividend

Harbor Capital Appreciation Fund — Dividend

I-shares Core S&P Small Cap ETF — Dividend

I-shares Russell Midcap ETF — Dividend

Invesco/Oppenheimer Dev Mkt Fund — Dividend — Sold

SPDR S&P 500 ETF — Dividend — Buy (add'l)

Vanguard FTSE Em Mkt ETF — Dividend — Sold

I-shares MSCI EAFE ETF — Dividend — Sold

Neuberger Berman Hi Inc Fund — Dividend — Sold (part)

DJ Select Div ETF — Dividend — Sold

Wisdom Tree Midcap Fund — Dividend

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Vanguard Growth ETF — Buy (add'l)

SunTrust 401-K (H)

Vanguard Insitutional Index Fund — Dividend — Sold

Vanguard Russell Extended Market Index — Dividend — Sold

Vanguard Total International Stock Index — Dividend — Sold

Vanguard Treasury Money Market — Dividend — Sold (part)

Vanguard Short Term Bond Index — Dividend — Sold

L&G ACWI ExUS Small Cap Fund — Dividend — Buy

Vanguard S&P 500 SC 600 Index — Dividend — Buy

L&G S&P 500 DC Collective Fund — Dividend — Buy

BBH Ltd Duration Fund — Dividend — Buy

Optum HSA Account — Interest

SunTrust Deferred Salary Plan (H)

Vanguard Russell 1000 Growth — Dividend — Sold

Vanguard Russell 1000 Value — Dividend — Sold

Vanguard Treasury Money Market — Dividend

Vanguard Val Index Inst. Fund — Dividend — Buy

MFS Growth R6 Fund — Dividend — Buy

SunTrust IRA #5 (H) (Y)

POA, Family Member 1

POA, Family Member 2

Reimbursement — American Bankruptcy Institute — July 22-26, 2020 - CANCELED — Amelia Island, FL — Bankruptcy Seminar — Travel

Reimbursement — National Conference of Bankrupcy Judges — October 14-17, 2020 - CANCELED — San Diego, CA — Bankruptcy Seminar — Travel

Income — 6/15/2020 — Matthew Bender - Author fee Collier on Bankruptcy — $2,240.00

Spouse's income — 2020 — Truist - 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.

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.