Paige J. Gossett
2019
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Pull out the substance of this filing.
What was filed
32
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Trust #1
- Trust #2 (Revocable Living Trust, no reportable assets)
- State of South Carolina -- salary
As filed
IRA (H)
Ishares Edge MSCI Minimum Volatility ETF — Dividend
Ishares Intermediate Credit Bond ETF — Interest — Sold
Nuveen Real Asset Income Fund — Int./Div. — Sold (part)
Managers Yacktman Focused — Dividend — Sold (part)
Franklin Mutual Discovery — Dividend — Sold (part)
First Eagle Global — Int./Div. — Sold (part)
Calamos Market Neutral income I — Int./Div. — Buy
Putnam Diversified Income Y — Interest — Buy
Weitz Short Duarion Income Inst — Interest — Buy
Ameriprise Insured Money Market — Interest
Ameriprise Brokerage (H)
Ameriprise Insured Money Market — Interest
First Eagle Overseas — Int./Div.
Columbia Funds Future Scholar 529 Balance Growth — Int./Div. — Redeemed (part)
Columbia Funds Future Scholar 529 Balance Growth — Redeemed (part)
Columbia Funds Future Scholar 529 Balance Growth — Redeemed (part)
Columbia Funds Future Scholar 529 Balance Growth — Redeemed (part)
Trust #1 (pour over/de minimis cash) — None
Wells Fargo (checking and savings) — Interest
Deferred Compensation Plan #1 (401(k)/457Account) (H)
Fidelity Diversified International Fund — Dividend
AB SmallCap Growth I — Dividend
T. Rowe Price Mid-Cap Value — Dividend
Dodge & Cox Stock Fund — Dividend
Vanguard Institutional Index Fund Plus — Dividend
Deferred Compensation Plan #2 (401(k)/457 Account) (H)
Dodge & Cox Stock Fund — Dividend
Vanguard Institutional Index Instl Pl — Dividend
T. Rowe Price Mid-Cap Value — Dividend
AllianceBern Small Cap Growth I — Dividend
Fidelity Diversified International Fund — Dividend
Trustee, Trust #1
Trustee, Trust #2 (Revocable Living Trust, no reportable assets)
Spouse's income — 2019 — State of South Carolina -- salary
Part VII.
Line 15: The assets in these 529 Plans are not self-directed but rather are "no control" assets managed pursuant to a general investment strategy (age-based).
Line 19: The assets in Trust #1, a pour-over trust, literally consist of a ten-dollar bill clipped to the trust document in accordance with South Carolina law.
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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.