Frix
Try Donna

Louise W. Flanagan

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 388

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • First Citizens Bank

As filed

Deposits at First Citizens Bank — Interest

Rental Property, Morehead City, NC ($330,000, 7/14/2017) — Rent

Receivable-Noucoux UN, LLC (Buyout of LLC Interest) (X) — Interest

Reliance MetLife Series 25053 (formerly MET GAC Series) — None — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Buy (add'l)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Buy (add'l)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Buy (add'l)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Buy (add'l)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold

Fidelity 500 Index Inv — Dividend — Sold (part)

Fidelity 500 Index Inv — Buy (add'l)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Buy (add'l)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Buy (add'l)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Buy (add'l)

Fidelity 500 Index Inv — Sold

Fidelity ExtMkt Index Inv — Dividend — Sold (part)

Fidelity ExtMkt Index Inv — Buy (add'l)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Buy (add'l)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Buy (add'l)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Buy (add'l)

Fidelity ExtMkt Index Inv — Sold

Europacific Growth R6 — None — Sold (part)

Europacific Growth R6 — Buy (add'l)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Buy (add'l)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Buy (add'l)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Buy (add'l)

Europacific Growth R6 — Sold

Mainstay Large Cap Growth I — None — Sold (part)

Mainstay Large Cap Growth I — Buy (add'l)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Buy (add'l)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Buy (add'l)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Buy (add'l)

Mainstay Large Cap Growth I — Sold

MFS Value R4 — Dividend — Sold (part)

MFS Value R4 — Buy (add'l)

MFS Value R4 — Sold (part)

MFS Value R4 — Sold (part)

MFS Value R4 — Buy (add'l)

MFS Value R4 — Sold (part)

MFS Value R4 — Sold (part)

MFS Value R4 — Buy (add'l)

MFS Value R4 — Sold (part)

MFS Value R4 — Sold (part)

MFS Value R4 — Buy (add'l)

MFS Value R4 — Sold

J Hancock Disciplined Val MCap I — None — Sold (part)

J Hancock Disciplined Val MCap I — Buy (add'l)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Buy (add'l)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Buy (add'l)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Buy (add'l)

J Hancock Disciplined Val MCap I — Sold

Vanguard Total Int'l Stock Index — Dividend — Sold (part)

Vanguard Total Int'l Stock Index — Buy (add'l)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Buy (add'l)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Buy (add'l)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Buy (add'l)

Vanguard Total Int'l Stock Index — Sold

American Balanced R6 — Dividend — Sold (part)

American Balanced R6 — Buy (add'l)

American Balanced R6 — Sold (part)

American Balanced R6 — Sold (part)

American Balanced R6 — Buy (add'l)

American Balanced R6 — Sold (part)

American Balanced R6 — Sold (part)

American Balanced R6 — Buy (add'l)

American Balanced R6 — Sold (part)

American Balanced R6 — Sold (part)

American Balanced R6 — Buy (add'l)

American Balanced R6 — Sold

Eagles Small Cap Growth — None — Sold (part)

Eagles Small Cap Growth — Buy (add'l)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Buy (add'l)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Buy (add'l)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Sold

Delaware Small Cap Value Inst'l — None — Sold (part)

Delaware Small Cap Value Inst'l — Buy (add'l)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Buy (add'l)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Buy (add'l)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Buy (add'l)

Delaware Small Cap Value Inst'l — Sold

Metropolitan West Total Return — Interest — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold

DoubleLine Total Return Bond — Dividend — Buy (add'l)

DoubleLine Total Return Bond — Buy (add'l)

DoubleLine Total Return Bond — Buy (add'l)

PIMCO Income Fund Inst'l Class — Dividend — Buy (add'l)

PIMCO Income Fund Inst'l Class — Buy (add'l)

Dreyfus Insured Deposit Acct — Int./Div.

American Balance Fund Class 3 — Dividend

Angel Oak Multi Strategy Income — Dividend — Buy (add'l)

Angel Oak Multi Strategy Income — Sold

Federated Strategic Value — Dividend — Buy (add'l)

Federated Strategic Value — Sold (part)

Franklin Income Fund Advisor — Dividend

Barrings Global Credit Income Fund — Dividend — Buy (add'l)

Barrings Global Credit Income Fund — Buy (add'l)

Barrings Global Credit Income Fund — Sold (part)

Barrings Global Credit Income Fund — Buy (add'l)

Barrings Global Credit Income Fund — Sold

DoubleLine Low Duration Bond — Dividend — Buy

Guggenheim Total Return Bond — Dividend — Buy

Guggenheim Limited Duration — Dividend — Buy

Stone Ridge Alternative Funding — Dividend — Sold (part)

Stone Ridge Alternative Funding — Sold (part)

Stone Ridge Alternative Funding — Sold (part)

Stone Ridge Alternative Funding — Sold (part)

Blackrock Global Dividend — Dividend

Thornburg Investment Income — Dividend

Versus Capital Multi-Manager — Dividend — Sold

JP Morgan Global Bond Opportunity — Dividend — Buy (add'l)

JP Morgan Global Bond Opportunity — Buy (add'l)

JP Morgan Income Builder — Dividend

PIMCO Flexible Credit Income Fund — Dividend — Sold

Pacific Funds Floating Rate — Dividend — Buy (add'l)

Pacific Funds Floating Rate — Sold

PIMCO Low Duration Income Fund — Dividend — Buy

PIMCO Short-Term Fund Institution — Dividend — Buy

Putnam Ultra Short Duration Income — Dividend — Buy

Ishares TR Select Divid ETF — Dividend

Eagle Mid-Cap Growth — Dividend

First Eagle Global Fund Class I — Dividend — Sold (part)

First Eagle Global Fund Class I — Sold (part)

Fundamental Investors Class — Dividend

JP Morgan Large-Cap Growth — Dividend — Buy

JP Morgan Small-Cap Equity — Dividend

Pershing Gov't Money Mkt Acct — None

Alger Spectra Fund Class Z (formerly Alger Spectra Fund Class I) — Dividend

Federated Strategic Value — Dividend — Sold (part)

Federated Strategic Value — Sold

MFS Mid-Cap Value Fund Class I — Dividend

ARK ETF TR Innovation — Dividend — Buy

ISHARES TR Core S&P Mid-Cap — Dividend — Sold (part)

ISHARES TR Core S&P Small-Cap — Dividend — Sold (part)

Prudential Jennison Global Opport — Dividend — Buy

SPDR S&P 500 ETF TR Unit — Dividend

Dreyfus Insured Deposit Acct — Int./Div.

Deposits at First Citizens Bank — Interest

Rental Property, Morehead City, NC ($330,000, 7/14/2017) — Rent

Receivable-Noucoux UN, LLC (Buyout of LLC Interest) (X) — Interest

Reliance MetLife Series 25053 (formerly MET GAC Series) — None — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Buy (add'l)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Buy (add'l)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Buy (add'l)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold (part)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Buy (add'l)

Reliance MetLife Series 25053 (formerly MET GAC Series) — Sold

Fidelity 500 Index Inv — Dividend — Sold (part)

Fidelity 500 Index Inv — Buy (add'l)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Buy (add'l)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Buy (add'l)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Sold (part)

Fidelity 500 Index Inv — Buy (add'l)

Fidelity 500 Index Inv — Sold

Fidelity ExtMkt Index Inv — Dividend — Sold (part)

Fidelity ExtMkt Index Inv — Buy (add'l)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Buy (add'l)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Buy (add'l)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Sold (part)

Fidelity ExtMkt Index Inv — Buy (add'l)

Fidelity ExtMkt Index Inv — Sold

Europacific Growth R6 — None — Sold (part)

Europacific Growth R6 — Buy (add'l)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Buy (add'l)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Buy (add'l)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Sold (part)

Europacific Growth R6 — Buy (add'l)

Europacific Growth R6 — Sold

Mainstay Large Cap Growth I — None — Sold (part)

Mainstay Large Cap Growth I — Buy (add'l)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Buy (add'l)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Buy (add'l)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Sold (part)

Mainstay Large Cap Growth I — Buy (add'l)

Mainstay Large Cap Growth I — Sold

MFS Value R4 — Dividend — Sold (part)

MFS Value R4 — Buy (add'l)

MFS Value R4 — Sold (part)

MFS Value R4 — Sold (part)

MFS Value R4 — Buy (add'l)

MFS Value R4 — Sold (part)

MFS Value R4 — Sold (part)

MFS Value R4 — Buy (add'l)

MFS Value R4 — Sold (part)

MFS Value R4 — Sold (part)

MFS Value R4 — Buy (add'l)

MFS Value R4 — Sold

J Hancock Disciplined Val MCap I — None — Sold (part)

J Hancock Disciplined Val MCap I — Buy (add'l)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Buy (add'l)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Buy (add'l)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Sold (part)

J Hancock Disciplined Val MCap I — Buy (add'l)

J Hancock Disciplined Val MCap I — Sold

Vanguard Total Int'l Stock Index — Dividend — Sold (part)

Vanguard Total Int'l Stock Index — Buy (add'l)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Buy (add'l)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Buy (add'l)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Sold (part)

Vanguard Total Int'l Stock Index — Buy (add'l)

Vanguard Total Int'l Stock Index — Sold

American Balanced R6 — Dividend — Sold (part)

American Balanced R6 — Buy (add'l)

American Balanced R6 — Sold (part)

American Balanced R6 — Sold (part)

American Balanced R6 — Buy (add'l)

American Balanced R6 — Sold (part)

American Balanced R6 — Sold (part)

American Balanced R6 — Buy (add'l)

American Balanced R6 — Sold (part)

American Balanced R6 — Sold (part)

American Balanced R6 — Buy (add'l)

American Balanced R6 — Sold

Eagles Small Cap Growth — None — Sold (part)

Eagles Small Cap Growth — Buy (add'l)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Buy (add'l)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Buy (add'l)

Eagles Small Cap Growth — Sold (part)

Eagles Small Cap Growth — Sold

Delaware Small Cap Value Inst'l — None — Sold (part)

Delaware Small Cap Value Inst'l — Buy (add'l)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Buy (add'l)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Buy (add'l)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Sold (part)

Delaware Small Cap Value Inst'l — Buy (add'l)

Delaware Small Cap Value Inst'l — Sold

Metropolitan West Total Return — Interest — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Sold

DoubleLine Total Return Bond — Dividend — Buy (add'l)

DoubleLine Total Return Bond — Buy (add'l)

DoubleLine Total Return Bond — Buy (add'l)

PIMCO Income Fund Inst'l Class — Dividend — Buy (add'l)

PIMCO Income Fund Inst'l Class — Buy (add'l)

Dreyfus Insured Deposit Acct — Int./Div.

American Balance Fund Class 3 — Dividend

Angel Oak Multi Strategy Income — Dividend — Buy (add'l)

Angel Oak Multi Strategy Income — Sold

Federated Strategic Value — Dividend — Buy (add'l)

Federated Strategic Value — Sold (part)

Franklin Income Fund Advisor — Dividend

Barrings Global Credit Income Fund — Dividend — Buy (add'l)

Barrings Global Credit Income Fund — Buy (add'l)

Barrings Global Credit Income Fund — Sold (part)

Barrings Global Credit Income Fund — Buy (add'l)

Barrings Global Credit Income Fund — Sold

DoubleLine Low Duration Bond — Dividend — Buy

Guggenheim Total Return Bond — Dividend — Buy

Guggenheim Limited Duration — Dividend — Buy

Stone Ridge Alternative Funding — Dividend — Sold (part)

Stone Ridge Alternative Funding — Sold (part)

Stone Ridge Alternative Funding — Sold (part)

Stone Ridge Alternative Funding — Sold (part)

Blackrock Global Dividend — Dividend

Thornburg Investment Income — Dividend

Versus Capital Multi-Manager — Dividend — Sold

JP Morgan Global Bond Opportunity — Dividend — Buy (add'l)

JP Morgan Global Bond Opportunity — Buy (add'l)

JP Morgan Income Builder — Dividend

PIMCO Flexible Credit Income Fund — Dividend — Sold

Pacific Funds Floating Rate — Dividend — Buy (add'l)

Pacific Funds Floating Rate — Sold

PIMCO Low Duration Income Fund — Dividend — Buy

PIMCO Short-Term Fund Institution — Dividend — Buy

Putnam Ultra Short Duration Income — Dividend — Buy

Ishares TR Select Divid ETF — Dividend

Eagle Mid-Cap Growth — Dividend

First Eagle Global Fund Class I — Dividend — Sold (part)

First Eagle Global Fund Class I — Sold (part)

Fundamental Investors Class — Dividend

JP Morgan Large-Cap Growth — Dividend — Buy

JP Morgan Small-Cap Equity — Dividend

Pershing Gov't Money Mkt Acct — None

Alger Spectra Fund Class Z (formerly Alger Spectra Fund Class I) — Dividend

Federated Strategic Value — Dividend — Sold (part)

Federated Strategic Value — Sold

MFS Mid-Cap Value Fund Class I — Dividend

ARK ETF TR Innovation — Dividend — Buy

ISHARES TR Core S&P Mid-Cap — Dividend — Sold (part)

ISHARES TR Core S&P Small-Cap — Dividend — Sold (part)

Prudential Jennison Global Opport — Dividend — Buy

SPDR S&P 500 ETF TR Unit — Dividend

Dreyfus Insured Deposit Acct — Int./Div.

Liability — First Citizens Bank — Mortgage on Rental Property, Morehead City, NC (Part VII, line 2)

Liability — First Citizens Bank — Mortgage on Rental Property, Morehead City, NC (Part VII, line 2)

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.