Michele Jinhyun Kim

2019

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Pull out the substance of this filing.

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.

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Michele Jinhyun Kim | Frix