Michele Jinhyun Kim
2020
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What was filed
132
investments
0
positions
0
gifts
0
agreements
18
debts
0
reimbursements
0
income
3
spouse income
Named parties
- Wells Fargo Bank, NA
- Optus Bank
- Lowe's/Synchrony Bank
- Bank of America
- Citibank
- self-employed attorney
As filed
SunTrust Cash Account — Interest
Rental Property #1- Brunswick, Georgia — Rent — Sold
Rental Property #2 - Brunswick, Georgia — Rent
New York Life Insurance Whole Life Policy — Int./Div.
State Farm Universal Life Insurance Policy — Interest
RBC IRA - Blackrock Life Path Index 2030 — Int./Div.
Brokerage Account #1 (H)
AMGEN Inc. Common Stock — Dividend
AT&T Inc. Common Stock — Dividend
Carrier Global Corporation (X) — Dividend
Chemours Co Com Common Stock — Dividend
CISCO Sys. Inc. Common Stock — Dividend
Coca Cola Co. Common Stock — Dividend
Comcast Corp. (New) Class A Common Stock — Dividend
Corteva Inc. — Dividend
Dow Inc. — Dividend
Dupont De Nemours Inc. — Dividend
Exxon Mobil Corp. Common Stock — Dividend
Motorola Soultions Inc. Common Stock — Dividend
Otis Worldwide Corp. (X) — Dividend
Procter & Gamble Common Stock — Dividend
Raytheon Technologies Corp. Stock (X) — Dividend
Roche Holdings ADR Common Stock (X) — Dividend
The Mosaic Co. (Hldg Co) New Common Stock — Dividend
Travelers Companies Inc. Com (X) — Dividend
United Technologies Corp. Common Stock (Y)
Valero Energy CP Dela New Common Stock — Dividend
Walt Disney Co Hldg Co Common Stock — None
Brokerage Account #2 (H)
General Electric Common Stock — Dividend
Walt Disney Co Hldg Co Common Stock — None
IRA #1 (H)
TA Asset Alloc-GRW PTF A Mutual Fund — Int./Div.
IRA #2 (H)
Berkshire Hathaway Inc. (X) — None
Caterpillar Inc. Common Stock — Dividend
Matthews China Investor Common Stock — Dividend
IRA #3 (H)
Oakmark Equity & Income FD Inv — Int./Div.
Principal Midcap Inst. CL — Int./Div.
Berkshire Hathaway Inc. — None
IRA #4 (H)
Oakmark Equity & Income FD Inv. — Int./Div.
Principal Midcap Inst. CL — Int./Div.
SunTrust Cash Account — Interest
Rental Property #1- Brunswick, Georgia — Rent — Sold
Rental Property #2 - Brunswick, Georgia — Rent
New York Life Insurance Whole Life Policy — Int./Div.
State Farm Universal Life Insurance Policy — Interest
RBC IRA - Blackrock Life Path Index 2030 — Int./Div.
Brokerage Account #1 (H)
AMGEN Inc. Common Stock — Dividend
AT&T Inc. Common Stock — Dividend
Carrier Global Corporation (X) — Dividend
Chemours Co Com Common Stock — Dividend
CISCO Sys. Inc. Common Stock — Dividend
Coca Cola Co. Common Stock — Dividend
Comcast Corp. (New) Class A Common Stock — Dividend
Corteva Inc. — Dividend
Dow Inc. — Dividend
Dupont De Nemours Inc. — Dividend
Exxon Mobil Corp. Common Stock — Dividend
Motorola Soultions Inc. Common Stock — Dividend
Otis Worldwide Corp. (X) — Dividend
Procter & Gamble Common Stock — Dividend
Raytheon Technologies Corp. Stock (X) — Dividend
Roche Holdings ADR Common Stock (X) — Dividend
The Mosaic Co. (Hldg Co) New Common Stock — Dividend
Travelers Companies Inc. Com (X) — Dividend
United Technologies Corp. Common Stock (Y)
Valero Energy CP Dela New Common Stock — Dividend
Walt Disney Co Hldg Co Common Stock — None
Brokerage Account #2 (H)
General Electric Common Stock — Dividend
Walt Disney Co Hldg Co Common Stock — None
IRA #1 (H)
TA Asset Alloc-GRW PTF A Mutual Fund — Int./Div.
IRA #2 (H)
Berkshire Hathaway Inc. (X) — None
Caterpillar Inc. Common Stock — Dividend
Matthews China Investor Common Stock — Dividend
IRA #3 (H)
Oakmark Equity & Income FD Inv — Int./Div.
Principal Midcap Inst. CL — Int./Div.
Berkshire Hathaway Inc. — None
IRA #4 (H)
Oakmark Equity & Income FD Inv. — Int./Div.
Principal Midcap Inst. CL — Int./Div.
Otis Worldwide Corp. (X) — Dividend
SunTrust Cash Account — Interest
Rental Property #1- Brunswick, Georgia — Rent — Sold
Rental Property #2 - Brunswick, Georgia — Rent
New York Life Insurance Whole Life Policy — Int./Div.
State Farm Universal Life Insurance Policy — Interest
RBC IRA - Blackrock Life Path Index 2030 — Int./Div.
Brokerage Account #1 (H)
AMGEN Inc. Common Stock — Dividend
AT&T Inc. Common Stock — Dividend
Carrier Global Corporation (X) — Dividend
Chemours Co Com Common Stock — Dividend
CISCO Sys. Inc. Common Stock — Dividend
Coca Cola Co. Common Stock — Dividend
Comcast Corp. (New) Class A Common Stock — Dividend
Corteva Inc. — Dividend
Dow Inc. — Dividend
Dupont De Nemours Inc. — Dividend
Exxon Mobil Corp. Common Stock — Dividend
Motorola Soultions Inc. Common Stock — Dividend
Procter & Gamble Common Stock — Dividend
Raytheon Technologies Corp. Stock (X) — Dividend
Roche Holdings ADR Common Stock (X) — Dividend
The Mosaic Co. (Hldg Co) New Common Stock — Dividend
Travelers Companies Inc. Com (X) — Dividend
United Technologies Corp. Common Stock (Y)
Valero Energy CP Dela New Common Stock — Dividend
Walt Disney Co Hldg Co Common Stock — None
Brokerage Account #2 (H)
General Electric Common Stock — Dividend
Walt Disney Co Hldg Co Common Stock — None
IRA #1 (H)
TA Asset Alloc-GRW PTF A Mutual Fund — Int./Div.
IRA #2 (H)
Berkshire Hathaway Inc. (X) — None
Caterpillar Inc. Common Stock — Dividend
Matthews China Investor Common Stock — Dividend
IRA #3 (H)
Oakmark Equity & Income FD Inv — Int./Div.
Principal Midcap Inst. CL — Int./Div.
Berkshire Hathaway Inc. — None
IRA #4 (H)
Oakmark Equity & Income FD Inv. — Int./Div.
Principal Midcap Inst. CL — Int./Div.
Liability — Wells Fargo Bank, NA — Mortgage on Rental Property #1 - Brunswick, GA (Part VII, Line 2)
Liability — Optus Bank — Mortgage on Rental Property #2 - Brunswick, GA (Part VII, Line 3)
Liability — Lowe's/Synchrony Bank — Credit Card
Liability — Bank of America — Credit Card
Liability — Bank of America — Credit Card
Liability — Citibank — Credit Card
Liability — Wells Fargo Bank, NA — Mortgage on Rental Property #1 - Brunswick, GA (Part VII, Line 2)
Liability — Optus Bank — Mortgage on Rental Property #2 - Brunswick, GA (Part VII, Line 3)
Liability — Lowe's/Synchrony Bank — Credit Card
Liability — Bank of America — Credit Card
Liability — Bank of America — Credit Card
Liability — Citibank — Credit Card
Liability — Wells Fargo Bank, NA — Mortgage on Rental Property #1 - Brunswick, GA (Part VII, Line 2)
Liability — Optus Bank — Mortgage on Rental Property #2 - Brunswick, GA (Part VII, Line 3)
Liability — Lowe's/Synchrony Bank — Credit Card
Liability — Bank of America — Credit Card
Liability — Bank of America — Credit Card
Liability — Citibank — Credit Card
Spouse's income — 2020 — self-employed attorney
Spouse's income — 2020 — self-employed attorney
Spouse's income — 2020 — self-employed attorney
Part VII, Line 10: Carrier Global Corporation stock received as a result of stock spin-off by United Technologies prior to its merger with Raytheon Co.
Part VII, Line 20: Otis Worldwide Corp. stock received as a result of stock spin-off by United Technologies prior to its merger with Raytheon Co.
Part VII, Line 22: Raytheon Technologies Corp. stock received as a result of merger between United Technologies (see Section VII, Line 26) and Raytheon Co.
Part VII, Line 23: Roche Holdings ADR common stock inadvertently omitted from 2019 financial disclosure report. 2019 reportable information: B(1): A; B(2):
Int/Div; C(1): J; C(2): T.
Part VII, Line 25: asset increased in value to reportable threshold.
Part VII, Line 35: Berkshire Hathaway stock inadvertently omitted from 2019 financial disclosure report. 2019 reportable information: B(2): None; C(1): K;
C(2): T.
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.