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What was filed

  • 128

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Public
  • Mercer University School of Law
  • Trust No. 1 (See VIII)
  • Thomson/Reuters (f/k/a West Services) book royalties
  • Self-employed Math Tutoring

As filed

Motorola Solutions, Inc. — Dividend

Cisco Systems Common — Dividend

South State Corp. (SSB), f/k/a CenterState Bank Corp (CSFL)(See VIII) — Dividend — Redeemed (part) — Public

Wells Fargo Bank - Bank - Accounts — Interest

US Savings Bonds — None

Assoc. Cred. Union - Accounts and Time Deposits — Interest

Mass. Mutual Whole Life — Dividend

IRA Account 2 (Morgan Stanley, Custodian)

Morgan Stanley Bank — Interest

Arrow DWA Tactical A Mutual Fund (DWTXF) — Dividend

Chevron Corp Common — Dividend

Gwinnett Cnty Sch Dist Ref (MB 20) (5A84) — Interest — Redeemed — Public

Clayton Cnty & Clayton Cnty Wtr Auth Wtr & Swr Rev Ref-A (MB 20)(6YN4) — Interest — Redeemed — Public

Georgia St Genl Oblig Ref Ser-I (MB 21) (4PP5) — Interest

Metro Atlanta Rapid Tran Auth Ga Sales Tax Rev Ref (MB 21) (5A95) — Interest

Georgia St Genl Oblig Ref E-2 (MB 21) (4VTO) — Interest

Fayette Cnty Ga Pub Facs Au Rev Ref Crim Justice Ctr PJ (MB 22) (4CJ5) — Interest

Gwinnett Cnty Ga Dev Auth Rev Arena Prkg (MB22) (0BL8) (JK632) — Interest — Redeemed — Public

Georgia St (MB 22) (4ZX7) — Interest

Walker Cnty Ga Sch Dist (MB 22) (9BJ4) (EE5CO) — Interest

Georgia St Genl Oblig Ref Ser-J-2 (MB 22) (4WW2) — Interest

Morgan Stanley Bank - Accounts — Interest

Metro Atl. Rap. Tran Au (MB 20) (5A46) — Interest — Redeemed — Public

Walton Cnty Ga Sch Dist Ref (MB 20) (OBY6) — Interest — Redeemed — Public

Gwinnett County Ga School Dist Ref (MB-23) (5B42) — Interest

Habersham Cnty Ga Sch Dist (MB 23) (6DH2) — Interest

Georgia St (MB 23) (43Q7) — Interest

Cherokee Cnty Ga Wtr Sew Auth Rfgd Impt OID (MB 23) (3HS9) (RE299) — Interest — Redeemed (part) — Public

Georgia St. Genl Oblig Ref-C (MB 23) (4YB6) (See VIII) — Interest

Gwinnett County GA Dev Auth. (MB 20) (0BJ3) — Interest — Redeemed — Public

Paulding Cnty Ga Sch Dist Ref (MB 21) (OFG6) — Interest

Gainesville & Hall Cnty Ga Hosp Auth Re OID(MB 21)(2NC6) — Interest — Redeemed — Public

Gainesville & Hall Cnty Ga HospAuthAntic CtfsRev-B(MB21)(2NP7) — Interest — Redeemed — Public

Georgia St. Hsg & Fin Auth Rev Single Fam Mtg-C (MB 21) (9C78) — Interest

Ga St Genl Oblig Ref (MB 20) (4PN0) — Interest — Redeemed — Public

Mun. Elec. Auth Ga. Comb Cycle Proj. Rev Ser. A (MB 23) (7ZM9) — Interest — Redeemed — Public

Gwinnett Co Ga Dev Auth Rev Arena Prk Deck Prj (MB 23)(0BM6) JK633 — Interest — Redeemed — Public

Columbus Ga Bldg Auth Lease Rev Ref-A (MB 24) (2KA0) — Interest

Downtown Savannah Ga Savannah Projs Rev Ref (MB 24) (2MW7) — Interest

Georgia St Genl Oblig Ref-C (MB 23) (4ZY5) — Interest

Atl Arpt Gen Rev Ref Ser. C (MB 24) (MMUO) — Interest

Fulton County Ga Dev Auth Rev (MB 24) (0M20) — Interest

Atlanta Ga Wtr & Wastewtr Rev Ref-B (MB 24) (0LW8) — Interest

Atlanta Ga Pub Safety & Judicial Facs Au (MB 24) (TBE8) — Interest

Atlanta Ga Arpt Rev (MB 25) (MQ P7) — Interest

Gwinnett Cnty Dev Auth Ctfs Partn (MB25) (5CM5) — Interest

Oconee Cnty Ga Genl Oblig Ref Ser-A (MB25) (MBW7) — Interest

Georgia St Genl Oblig Ser-D (MB 25) (4F50) — Interest

Gwinnett Cnty Ga Sch Dist (MB 25) (5B67) — Interest

Association Cnty Commnrs GA Ctfs Partn (MB 28) (8BW0) (F255B) — Interest

Downtown Savannah Auth Ga Imptgenl Oblig Rev Ref (MB 28) (2NA4) — Interest

Atlanta GA Arpt Pass FacChrg Sub Lien Gen Rev RefA (MB26)(TCQ5)(EBA65) — Interest

Atlanta Ga Dev Auth Rev-B(MB 27) (NJX6) (EG2G1) — Interest

Metropolitan Atlanta Rapid TranAuthGaRev Ref Ser-A(MB 27)(5S96)(DX27K) — Interest

Forsyth Cnty GA Sch Dist (MB26) (4JL6) (FK2Y2) — Interest

Georgia Hsg Fin Singl Fam Mtg Auth Gen Oblig SerA (MB28) (96P5)(CKW82) — Interest

Georgia St (MB 29) (44D5) (E133E) — Interest

Polk Cnty Ga Wtr Sew& Solid Waste Auth Wtr&Sew Rev(MB28)(4CQ7) (D2DK7) — Interest

Georgia St (MB 29) (44D5) (EFK22) — Interest

Columbia Cnty Ga Genl Oblig (MB 31) (4WF9) (DKT71) — None — Buy — Public

Cartersville Ga Wtr & Swr Rev (MB 29) (IQK0) (EZ62E) — Interest

Decatur GA Genl Oblig 9 (MB29)(9GU3) (DOX4W) — Interest

Atlanta Ga Wtr & Waste Wtr Rev Ref-A (MB 29) (0NR7) (ETX04) — Interest — Buy — Public

Fulton Cnty Ga Dev Auth Rev-B (MB 29) (FAK1) (EF61U) — Interest — Buy — Public

Polk Cnty Ga Wtr Sew &Solid Waste Auth Wtr& SewRev(MB29)(4CR5) (FX53D) — Interest

Athens-Clarke Cnty Ga Uni Govt Wtr & Sew Rev (MB 30) (ICW4) (CG41J) — Interest

Marietta Ga (MB 30) (3RJ2) (E31P4) — Interest

Metro Atl Rapid Tran Auth Ga Sales Tax Rev-A (MB 30) (5Z49) (D7UX5) — None — Buy — Public

Dekalb Cnty Pub Safety & Judicial Fac Rev Ref (MB 30) (A032B) — Interest — Buy — Public

Georgia St (MB 27) (5AK9) (FK8A4) (See VIII) — Interest

Georgia St Genl Oblig Ser-A (MB 27) (44B9) (EJS62) — Interest

Georgia St Genl Oblig Ref-C-1 (MB 25) (43M6) (DF5Q7) — Interest

Atlanta Ga Wtr & Waste Wtr Rev-A (MB 27) (OHJ2) (P6818) — Interest

Georgia St Hsg& Fin Auth Rev (MB 27) (94P7) (DTQ39) — Interest

Atlanta Ga Arpt Passenger Fac Charge Rev Ref-A (MB 28) (TCS1) (EBBO3) — Interest

Georgia St Gen Oblig Ser-A (MB28)(5AL7) (FL7R3) — Interest

Jefferson Ga Sch Dist Ref (MB 27) (MCE9) (E2HM9) — Interest

Lamar Cnty School Dist (MB 31) (PBS2) (C5J83) — Interest

Columbus Ga Wtr & Sew Rev (MB 31) (4WF9) (B086D) — None — Buy — Public

Georgia St. Gen. Oblig Ser-A (MB 31) (4YW0) (A2A42) — Interest

Metro. Atl. Rapid Tran Auth Sales Tax Rev- A (MB 31) (5Z56) (E8Q8R) — None — Buy — Public

Fulton Cnty Ga Dev Auth Rev-B (MB 31) (FAM7) (C72C8) — Interest

Henry Cnty Ga Sch Dist (MB 26) (2LY3) (C77T3) — Interest

Macon-Bibb Cnty Ga Indl Auth Rev Ref (MB 26) (9AJ4) (C9K5R) — Interest

Cherokee Cnty Ga Sch Sys Genl Oblig (MB 2027) (1MU3) (DH8W3) — Interest

Morgan Cnty Ga Sch Dist (MB 26) (1AJ4) (C6K2A) — Interest

Georgia St Genl Oblig Ref-C (MB 26) (5BE2) (FL39A) — Interest

Suwanee Ga Urban Redev Agy Rev (MB 26) (8AZ9) (CU5L9) — Interest

Morgan Stanley Bank - Accounts (Jnt) — Interest

Touchmark Bancshares, Inc. Common (TMAC) — Dividend

Gwinnett County Sch Dist (MB 23) (55P47) — Interest

Carroll Cnty School Dist (MB 23) (83CM7) — Interest

Gwinnett Cnty Dev Auth Ctfs Partn (MB 24) (15CL7) — Interest

IRA Account 1 (Morgan Stanley, Custodian) (H)

– Morgan Stanley Bank (IRA Acct) (Cash Equivalent) (See VIII) — Interest

– Morgan Stanley Private Bank (IRA Acct) (Cash Equivalent) (See VIII) — Interest

– Invesco S&P EqualWeight (RSP) -- E — Dividend — Buy — Public

– Ishares Core S&P 500 ETF (IVV) — Dividend — Buy — Public

– IShares Cohen & Steers REIT ETF (ICF) — Dividend — Sold — Public

– IShares US Consumer Ser ETF (IYC) — Dividend

– IShares North American Tech Soft (IGV) — Dividend — Sold (part) — Public

– ISharesExpandedTech Sector (IGM) — Dividend — Sold (part)

– IShares Gold Trust (IAU) — None — Sold — Public

– IShares N. Amer Nat Res ETF (IGE) — Dividend — Buy — Public

– IShares N. Amer Nat Res ETF (IGE) — Sold — Public

– IShares NASDAQ Biotech ETF (IBB) — Dividend — Buy — Public

– IShares NASDAQ Biotech ETF (IBB) — Sold — Public

– IShares U.S. Utilities ETF (IDU) — Dividend — Sold — Public

– IShares US Aerospace & Def ETF (ITA) — Dividend — Sold — Public

– IShares US Fin Services ETF (IYG) — Dividend — Sold — Public

– IShares Phlx Semiconductor (SOXX) — Dividend — Sold (part) — Public

– IShares Russell 2000 ETF (IWM) — Dividend — Buy — Public

–Invesco QQQ Trust, Series1(QQQ) f/k/a – Powershares QQQTr (QQQ) — Dividend — Sold (part) — Public

– IShares Silver Shares (SLV) — None — Buy — Public

– IShares Silver Shares (SLV) — Sold — Public

– IShares S&P 500 Grwth ETF (IVW) — Dividend

– IShares S&P 500 VAL ETF (IVE) — Dividend

– Vanguard FTSE Emerging Markets (VWO) — Dividend — Sold — Public

– IShares Transportation Ave ETF (IYT) — Dividend — Buy — Public

– IShares U.S. Healthcare ETC (IYH) — Dividend — Buy — Public

– IShares US Energy ETF (IYE) — Dividend — Buy — Public

– IShares US Home Construct (ITB) — Dividend — Buy — Public

– IShares US Industrials ETF (IYJ) — Dividend — Buy — Public

– Federated Instl Prime Oblig Is Reinv (POIXX) — Dividend — Sold — Public

– IShares US Oil Equip & Ser ETF (IEZ) — Dividend — Buy — Public

– IShares US Oil Equip & Ser ETF (IEZ) — Buy — Public

– IShares US Oil Equip & Ser ETF (IEZ) — Sold — Public

Apartment, New York, NY — None

Adjunct Faculty (See Part VIII), Mercer University School of Law

Trustee for Beneficiary Under Will, Trust No. 1 (See VIII)

Agreement — 2008 — Thomson/Reuters, f/k/a West Services, Inc. (Publisher) and Filer, Adam M. Goodman, and W. Homer Drake, Jr. (Authors) (See Part VIII)

Agreement — 2009 — Mercer University School of Law (See Part VIII)

Income — 2020 — Thomson/Reuters (f/k/a West Services) book royalties — $4,060.00

Spouse's income — 2020 — Self-employed Math Tutoring

I. Positions

1. Mercer University School of Law; Teacher for course in bankruptcy law for 2010-2019. Filer retains adjunct status but did not teach in 2020.

2 Decedent died 12/25/14. Letters testamentary issued 1/29/15. Estate closed 2017. Decedent's will appointed filer as Trustee under Testamentary Trust No. 1

Under Will. None of filer, filer's spouse, or any dependent child of Filer or spouse (1) has any interest in principal or income of Trust; (2) receives any income

from the Trust; or (3) has any beneficial interest in the Estate or Trust. Filer, therefore, is not required to report with regard to disposition of assets or income of

Trust.

II. Agreements

1. Agreement between West Services, Inc. (now known as Thomson/Reuters) (Publisher), and Filer, Adam M. Goodman, and W. Homer Drake, Jr. (collectively,

Authors), for Authors to prepare book on chapter 13 bankruptcy law for publication by publisher (Title: Chapter 13 Practice and Procedure.) Royalties to be

divided between Filer and Goodman. Various parties signed the agreement 1/8/08, 1/9/08, 1/10/08, and 2/19/08.

2. Mercer University School of Law. Agreements to teach course on Consumer Bankruptcy Practice as adjunct faculty for Spring Semester (Jan. - May) for each

of years 2010 through 2019. No compensation; expenses to be reimbursed. Did not teach course in Spring 2020 or 2021.

VII. Investments and Trusts

General Note: In the parentheses following some assets, “MB” indicates that the asset is a municipal bond and the two digit number refers to its maturity date.

For some assets, a parenthetical also contains a reference to last four or five digits of CUSIP number and another parenthetical sometimes shows SEC number.

3. CenterState Bank Corp. (CSFL) merged with and into South State Corporation (NASDAQ:SSB). Merger included cash for fractional share.

29 Bond erroneously reported as fully redeemed on line 34 of 2019 report. Asset is thus listed on this report as still owned.

74. Parenthetical reference corrected from EK8A4 to FK8A4.

Lines 95 and 96 - Morgan Stanley Bank and Morgan Stanley Private Bank - IRA Account - IRA Custodian has utilized these accounts in past years at its discretion

to hold cash reserves in IRA account, to receive interest, dividends, or proceeds from sales of assets, to pay required fees, and to purchase investments. Accounts

occasionally have zero balances.

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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