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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 42

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • American Express
  • AAA Visa
  • Self- Employed Attorney
  • Newark Properties, LLC (rental income from property owned by Law Firm)

As filed

Southern Company Common Stock — Dividend

McDonalds Common Stock — Dividend

Fidelity 529 Plan - Delaware Portfolio 2012 — Dividend

Fidelity 529 Plan - Delaware Portfolio 2018 — Dividend

Empower Retirement Tybout Redfearn & Pell 401(K) Plan (formerly Emjay

American Funds Growth Fund of America A — Dividend

American Funds American Balanced Fund A — Dividend

American Funds Euro-Pacific Growth Fund A — Dividend

American Funds SMALLCAP World Fund A — Dividend

Franklin Templeton - Templeton Growth Fund Class A — Dividend

New York Life - Whole Life Insurance Policy — Dividend

Lincoln National Life Insurance - Universal Life Policy — Interest

PNC - Accounts — Interest

U.S. Savings Bonds — Interest

IRA -

Vanguard International Growth — Dividend

Vanguard International Value — Dividend

Vanguard Explorer — Dividend

Vanguard U.S. Growth — Dividend

Vanguard Long Term Investment Growth — Interest

Vanguard Morgan Growth — Dividend

Vanguard Small Cap Value Index — Dividend

Vanguard Target Retirement 2035 — Dividend

Vanguard Total Stock Market Index — Dividend

Vanguard Windsor — Dividend

Vanguard Windsor II — Dividend

Mass Mutual 401(K)

Select Total Return Bond MetWest — Dividend

Comstock (Invesco)(formerly known as Disciplined Value Pioneer) — Dividend

Disciplined Value (Pioneer) (Y) now known as Comstock (Invesco)

Select Equity Opps (Wellington ITRP) (formerly Focused Value) — Dividend

Select Growth Opportunities (Sands/ JSP) — Dividend

American Balanced Fund (X) — Dividend

Special Mid - Cap Value Wells Fargo (formerly known as Invesco Mid C — Dividend

Invesco Mid-Cap Core Equity (Y) now known as Special Mid-Cap Value We

TRP/Frontier Select Mid - Cap Growth II — Dividend

William Blair Small Cap Growth — Dividend

American EuroPacific Growth — Dividend

Wells Fargo - Accounts — Interest

Capital One - Account — Interest

WSFS - Account — Interest

HSA Bank - Account — Interest

Agreement — 4/24/12 — Tybout, Redfearn & Pell Stock Redemption Agreement - Former Law Firm's redemption of equity interest over 3 year period for a fixed sum, no profit sharing

Liability — American Express — Credit Card

Liability — AAA Visa — Credit Card

Spouse's income — 2016 — Self- Employed Attorney

Spouse's income — 2016 — Newark Properties, LLC (rental income from property owned by Law Firm)

Part VII. Number 32 was omitted from the original disclosure report because the fund is now known by the name of the fund in Number 31. The Fund name is

Comstock (Invesco) (formerly known as Disciplined Value (Pioneer).

Part VII. Number 37 was omitted from the original disclosure report because the fund is now known by the name of the fund in Number 36. The Fund name is

Special Mid Cap Value Wells Fargo (Columbia).

The form would not allow me sufficient space to accurately complete these name changes noted above, where indicated.

These funds are part of 401(k) plan managed by Mass Mutual. has no control over the exchanges and re-naming of these funds as

investment decisions concerning the specific funds are in the exclusive control of Mass Mutual who manages this 401(k) plan for multiple plan participants.

These exchanges are non-taxable events for , as we have not withdrawn or borrowed against any of the funds managed by Mass Mutual in the

401(k) plan.

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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Sherry R. Fallon | Frix