Michele Jinhyun Kim
2019
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What was filed
46
investments
0
positions
0
gifts
0
agreements
6
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Lowe's/Synchrony Bank
- Wells Fargo Bank, NA
- Optus Bank
- Bank of America
- Citibank
- Coastal Bankruptcy Law Institute
- self-employed attorney
As filed
SunTrust Cash Account — Interest
Rental Property #1- Brunswick, Georgia — Rent
Rental Property #2 - Brunswick, Georgia — Rent
New York Life Insurance Whole Life Policy — Int./Div.
State Farm Universal Life Insurance Policy — Interest
RBC IRA - Blackrock Life Path Index 2030 — Int./Div.
Brokerage Account #1 (H)
AMGEN Inc. Common Stock — Dividend
AT&T Inc. Common Stock — Dividend
Chemours Co Com Common Stock (Y)
CISCO Sys. Inc. Common Stock — Dividend
Coca Cola Co. Common Stock — Dividend
Comcast Corp. (New) Class A Common Stock — Dividend
DowDupont Inc. Common Stock (Y)
Corteva Inc. (X) — Dividend
Dow Inc. (X) — Dividend
Dupont De Nemours Inc. (X) — Dividend
Exxon Mobil Corp. Common Stock — Dividend
Motorola Soultions Inc. Common Stock — Dividend
Procter & Gamble Common Stock — Dividend
The Mosaic Co. (Hldg Co) New Common Stock — Dividend
Twenty-First Century Fox CL A (Y)
United Technologies Corp. Common Stock — Dividend
Valero Energy CP Dela New Common Stock — Dividend
Walt Disney Co Hldg Co Common Stock (X) — Dividend
Morgan Stanley Cash Account (Y)
Brokerage Account #2 (H)
General Electric Common Stock — Dividend
Walt Disney Co Hldg Co Common Stock — Dividend
IRA #1 (H)
TA Asset Alloc-GRW PTF A Mutual Fund — Int./Div.
IRA #2 (H)
Caterpillar Inc. Common Stock — Dividend
Matthews China Investor Common Stock — Dividend
Ameritrade Deposit Account — Closed
IRA #3 (H)
Oakmark Equity & Income FD Inv — Int./Div.
Principal Midcap Inst. CL — Int./Div.
Berkshire Hathaway Inc. — None — Buy
IRA #4 (H)
Oakmark Equity & Income FD Inv. — Int./Div.
Principal Midcap Inst. CL — Int./Div.
Freeman Mathis & Gary, LLP Retirement Savings Plan - 401k (H)
DFA Emerging Markets Value Portfolio Fund — Closed
DFA Global Real Estate Securities Fund — Closed
The Babcock Law Firm PC — None
Liability — Lowe's/Synchrony Bank — Credit Card
Liability — Wells Fargo Bank, NA — Mortgage on Rental Property #1 - Brunswick, GA (Part VII, Line 2)
Liability — Optus Bank — Mortgage on Rental Property #2 - Brunswick, GA (Part VII, Line 3)
Liability — Bank of America — Credit Card
Liability — Bank of America — Credit Card
Liability — Citibank — Credit Card
Reimbursement — Coastal Bankruptcy Law Institute — April 18 - 20, 2019 — Savannah, Georgia — Bankruptcy CLE — seminar fees, hotel, food
Spouse's income — 2019 — self-employed attorney
1. Part VII, Line 10: asset dropped below reportable thresholds.
2. Part VII, Lines 14- 17: On June 19, 2019, the dissolution of DowDupont Inc. was complete, which resulted in the spin off of three separate publicly traded
companies. Stockholders of DowDupont Inc., were issued stock in the three spin-off companies as part of the dissolution.
3. Part VII, Line 22 & 25: Twenty-First Century Fox was acquired by the Walt Disney Company on March 20, 2019. Upon the acquisition, stock in Twenty-First
Century Fox was exchanged for common stock in Walt Disney Co. Holding Co. As such, the value of the asset previously reported on Line 22, is now reflected
on Line 25.
4. Part VII, Line 26: asset dropped below reportable thresholds.
5. Part VII, Lines 35 & 39: Ameritrade Cash Account funds used to purchase Berkshire Hathaway stock.
6. Part VII, Lines 43, 44, & 45: Freeman Mathis & Gary 401k account was rolled over into IRA#3 (reported on Lines 36-39) on 12/16/19.
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.