Kelly Fitzgerald Pate
2020
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Pull out the substance of this filing.
What was filed
102
investments
24
positions
0
gifts
18
agreements
12
debts
0
reimbursements
12
income
6
spouse income
Named parties
- Family Sunshine Center
- Britton YMCA
- Federal Defenders Middle District of Alabama
- Balch & Bingham LLP
- Montgomery Academy
- Navient
- Balch & Bingham LLP - equity partner income
- Balch & Bingham LLP - equity payout due to separation from partnership
- travel agent; self-employed
As filed
Vanguard (H)
Vanguard Cash Reserves Federal Money Marked Fund — Dividend
FederaFranklin Templeton (H)
Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend
Franklin Growth Allocation Fund Class C — Dividend
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Agressive Age Based Fund — None
Mass Mutual 401k (H)
American Funds EuroPacific Growth Fund — None — Sold (part)
BlackRock Health Sciences Opportunites Fund — None — Sold (part)
Fidelity Contrafund — None — Sold (part)
Sel TRP/LS Blue Chip Growth Fd — None — Sold (part)
Moderate Managed Account Portfolio CIT — None
T. Rowe Price Retirement 2040 Fund — None
Regions Bank Cash Account — None
Synovus Bank Cash Account — None
Vanguard (H)
Vanguard Cash Reserves Federal Money Marked Fund — Dividend
FederaFranklin Templeton (H)
Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend
Franklin Growth Allocation Fund Class C — Dividend
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Agressive Age Based Fund — None
Mass Mutual 401k (H)
American Funds EuroPacific Growth Fund — None — Sold (part)
BlackRock Health Sciences Opportunites Fund — None — Sold (part)
Fidelity Contrafund — None — Sold (part)
Sel TRP/LS Blue Chip Growth Fd — None — Sold (part)
Moderate Managed Account Portfolio CIT — None
T. Rowe Price Retirement 2040 Fund — None
Regions Bank Cash Account — None
Synovus Bank Cash Account — None
Vanguard (H)
Vanguard Cash Reserves Federal Money Marked Fund — Dividend
FederaFranklin Templeton (H)
Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend
Franklin Growth Allocation Fund Class C — Dividend
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Agressive Age Based Fund — None
Mass Mutual 401k (H)
American Funds EuroPacific Growth Fund — None — Sold (part)
BlackRock Health Sciences Opportunites Fund — None — Sold (part)
Fidelity Contrafund — None — Sold (part)
Sel TRP/LS Blue Chip Growth Fd — None — Sold (part)
Moderate Managed Account Portfolio CIT — None
T. Rowe Price Retirement 2040 Fund — None
Regions Bank Cash Account — None
Synovus Bank Cash Account — None
Vanguard (H)
Vanguard Cash Reserves Federal Money Marked Fund — Dividend
FederaFranklin Templeton (H)
Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend
Franklin Growth Allocation Fund Class C — Dividend
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Agressive Age Based Fund — None
Mass Mutual 401k (H)
American Funds EuroPacific Growth Fund — None — Sold (part)
BlackRock Health Sciences Opportunites Fund — None — Sold (part)
Fidelity Contrafund — None — Sold (part)
Sel TRP/LS Blue Chip Growth Fd — None — Sold (part)
Moderate Managed Account Portfolio CIT — None
T. Rowe Price Retirement 2040 Fund — None
Regions Bank Cash Account — None
Synovus Bank Cash Account — None
Vanguard (H)
Vanguard Cash Reserves Federal Money Marked Fund — Dividend
FederaFranklin Templeton (H)
Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend
Franklin Growth Allocation Fund Class C — Dividend
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Agressive Age Based Fund — None
Mass Mutual 401k (H)
American Funds EuroPacific Growth Fund — None — Sold (part)
BlackRock Health Sciences Opportunites Fund — None — Sold (part)
Fidelity Contrafund — None — Sold (part)
Sel TRP/LS Blue Chip Growth Fd — None — Sold (part)
Moderate Managed Account Portfolio CIT — None
T. Rowe Price Retirement 2040 Fund — None
Regions Bank Cash Account — None
Synovus Bank Cash Account — None
Vanguard (H)
Vanguard Cash Reserves Federal Money Marked Fund — Dividend
FederaFranklin Templeton (H)
Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend
Franklin Growth Allocation Fund Class C — Dividend
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Moderate Age Based Fund — None
Alabama 529 Agressive Age Based Fund — None
Mass Mutual 401k (H)
American Funds EuroPacific Growth Fund — None — Sold (part)
BlackRock Health Sciences Opportunites Fund — None — Sold (part)
Fidelity Contrafund — None — Sold (part)
Sel TRP/LS Blue Chip Growth Fd — None — Sold (part)
Moderate Managed Account Portfolio CIT — None
T. Rowe Price Retirement 2040 Fund — None
Regions Bank Cash Account — None
Synovus Bank Cash Account — None
Board of Directors, President, Family Sunshine Center
Board of Directors, member, Britton YMCA
Board of Directors, member, Federal Defenders Middle District of Alabama
partner, Balch & Bingham LLP
Board of Directors, President, Family Sunshine Center
Board of Directors, member, Britton YMCA
Board of Directors, member, Federal Defenders Middle District of Alabama
partner, Balch & Bingham LLP
Board of Directors, President, Family Sunshine Center
Board of Directors, member, Britton YMCA
Board of Directors, member, Federal Defenders Middle District of Alabama
partner, Balch & Bingham LLP
Board of Directors, President, Family Sunshine Center
Board of Directors, member, Britton YMCA
Board of Directors, member, Federal Defenders Middle District of Alabama
partner, Balch & Bingham LLP
Board of Directors, President, Family Sunshine Center
Board of Directors, member, Britton YMCA
Board of Directors, member, Federal Defenders Middle District of Alabama
partner, Balch & Bingham LLP
Board of Directors, President, Family Sunshine Center
Board of Directors, member, Britton YMCA
Board of Directors, member, Federal Defenders Middle District of Alabama
partner, Balch & Bingham LLP
Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation
Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual
Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual
Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation
Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual
Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual
Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation
Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual
Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual
Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation
Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual
Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual
Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation
Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual
Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual
Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation
Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual
Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual
Liability — Montgomery Academy — tuition
Liability — Navient — (law shool) Student Loan
Liability — Montgomery Academy — tuition
Liability — Navient — (law shool) Student Loan
Liability — Montgomery Academy — tuition
Liability — Navient — (law shool) Student Loan
Liability — Montgomery Academy — tuition
Liability — Navient — (law shool) Student Loan
Liability — Montgomery Academy — tuition
Liability — Navient — (law shool) Student Loan
Liability — Montgomery Academy — tuition
Liability — Navient — (law shool) Student Loan
Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44
Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00
Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44
Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00
Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44
Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00
Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44
Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00
Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44
Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00
Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44
Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00
Spouse's income — 2020 — travel agent; self-employed
Spouse's income — 2020 — travel agent; self-employed
Spouse's income — 2020 — travel agent; self-employed
Spouse's income — 2020 — travel agent; self-employed
Spouse's income — 2020 — travel agent; self-employed
Spouse's income — 2020 — travel agent; self-employed
Part VII, Lines 6-8 - 529 Plan accounts only report unit value. No income or transaction information is provided.
Part VII, Lines 9-15 - 401k Plan account does not report income or transaction information.
Part VII, Line 13 - MassMutual Select T. Rowe Price Loomis Sayles on initial report is renamed to Sel TRP/LS Blue Chip Growth Fd on this report filing.
Part VII, Lines 10-13 - Majority of employer profit sharing portion of 401k plan was paid out upon termination. Account statement only discloses withdrawal
amounts. No gain or loss information is provided.
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.