Henry A. Callaway 3
2020
Ask Donna
Pull out the substance of this filing.
What was filed
65
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Mobile Area Council BSA
- McElhaney State Farm Agency, salary
As filed
Individual Assets (H)
ServisFirst Bank (cash) — Interest
Account #1 (H)
Vanguard Dividend Growth Inv Cl (VDIGX) — Dividend — Buy
Vanguard Dividend Growth Inv Cl (VDIGX) — Buy (add'l)
Vanguard Dividend Apprec Index Adm Cl (VDADX) — Dividend — Sold
Vanguard Intermediate Term Invest Grade Admiral CL (VFIDX) — Dividend — Sold (part)
Vanguard Intermediate Term Invest Grade Admiral CL (VFIDX) — Buy (add'l)
Vanguard Short Term Invest Grade Adm (VFSUX) — Dividend — Sold (part)
Vanguard Short Term Invest Grade Adm (VFSUX) — Sold (part)
Vanguard Short Term Invest Grade Adm (VFSUX) — Sold (part)
Vanguard Healthcare Adm (VGHAX) — Dividend — Sold (part)
Vanguard Healthcare Adm (VGHAX) — Sold (part)
Vanguard Healthcare Adm (VGHAX) — Buy (add'l)
Vanguard Healthcare Adm (VGHAX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Dividend — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Buy (add'l)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard Target Retirement 2025 (VTTVX) — Sold (part)
Vanguard High Yield Corp Adm Cl (VWEAX) — Dividend — Buy
Vanguard High Yield Corp Adm Cl (VWEAX) — Buy (add'l)
Vanguard Intl Growth Adm Cl (VWILX) — Dividend — Buy (add'l)
Vanguard Intl Growth Adm Cl (VWILX) — Sold (part)
Vanguard Intl Growth Adm Cl (VWILX) — Buy (add'l)
Prime Cap Odyssey Aggressive Growth (POAGX) — Dividend — Sold (part)
Prime Cap Odyssey Aggressive Growth (POAGX) — Sold (part)
Prime Cap Odyssey Aggressive Growth (POAGX) — Sold (part)
Vanguard S&P Mid Cap 400 Index ETF (IVOO) — Dividend — Sold (part)
Vanguard S&P Mid Cap 400 Index ETF (IVOO) — Sold
Vanguard S&P Mid Cap 400 Value ETF (IVOV) — None — Sold
Vanguard Mid Cap ETF (VO) — Dividend — Buy
Vanguard Mid Cap ETF (VO) — Buy (add'l)
Account #2 (H)
Vanguard Target Retirement 2025 (VTTVX) — Dividend
Account #3 (H)
Vanguard Wellington Fund (VWELX) — Dividend
Account #4 (H)
Vanguard Wellington Fund (VWELX) — Dividend
Account #5 (H)
State Farm Associates Balanced Fund (STFBX) — None
Account #6 (H)
Vanguard 529 Aggress Growth (Agg Age- based) — Dividend — Buy
Vanguard 529 Aggress Growth (Agg Age- based) — Sold
Vanguard 529 TRGT 36/37 — None — Buy
Account #7 (H)
Vanguard 529 Aggress Growth (Agg Age- based) (X) — Dividend — Sold
Vanguard 529 TRGT 36/37 — None — Buy
Account #8 (H)
Alabama 529 College Counts Aggressive Age Based 3-5 (X) — None
Account #9: (H)
NY 529 CSP Aggressive Age-Based Option: Aggressive Growth Portfolio — None — Sold
Executive Board, Mobile Area Council BSA
Spouse's income — 2020 — McElhaney State Farm Agency, salary
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.