John E. Ott

2020

Ask Donna

Pull out the substance of this filing.

What was filed

99
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Birmingham Bar Foundation Board
Horton Inn of Court - Birmingham, Alabama

As filed

AFLAC Stock (Common) — Dividend

American Express (Common) — Int./Div.

UNUM: Universal Life — Dividend

American Express (Bank Account) — Interest

Florida West Coast Credit Union — Interest

U.S. Savings Bonds — Int./Div.

Wells Fargo (Bank Account) — Interest

Vanguard Windsor II Fund (IRA) — Int./Div.

BBVA Compass (Bank Account) — Interest

Vanguard Russell 1000 Growth Index — Int./Div.

ISHARES Core MSCI EAFE(X) — Int./Div.

Invesco Equity & Income CL C — Int./Div.

American Century Mid Ca Val Cl 1 — Dividend

Blackrock High Yield Bond Instl. Cl — Dividend — Sold (part)

Multi Manager Growth Strategies Cl Z — Dividend — Buy

Multi Manager Growth Strategies Cl Z — Sold (part)

Multi Manager Small Cap Equity Strategies Cl Z — Dividend — Buy

Multi Manager Small Cap Equity Strategies Cl Z — Sold (part)

Multi Manager Total Return Bond Strategies Cl Z — Dividend — Sold (part)

Multi Manager Total Return Bond Strategies Cl Z — Buy (add'l)

Blackrock Strategic Income Opptys Instl Cl — Dividend — Buy

Multi Manager Value Strategies Cl Z — Dividend — Buy

Multi Manager Value Strategies Cl Z — Sold (part)

Multi Manager Intl Equity Strategies Instl Cl — Dividend — Buy

Multi Manager Intl Equity Strategies Instl Cl — Sold (part)

Delaware US Growth Instl Cl — Dividend — Sold (part)

MFS Vaule Cl I — Dividend — Buy

Wells Fargo Energing Markets Equity Instl Cl — Dividend — Buy

Wells Fargo Energing Markets Equity Instl Cl — Sold (part)

Columbia Income Oppty Instl Cl — Int./Div. — Buy

Ishares Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Extended Market ETF — Dividend — Buy

AFLAC Stock (Common) — Dividend

American Express (Common) — Int./Div.

UNUM: Universal Life — Dividend

American Express (Bank Account) — Interest

Florida West Coast Credit Union — Interest

U.S. Savings Bonds — Int./Div.

Wells Fargo (Bank Account) — Interest

Vanguard Windsor II Fund (IRA) — Int./Div.

BBVA Compass (Bank Account) — Interest

Vanguard Russell 1000 Growth Index — Int./Div.

ISHARES Core MSCI EAFE(X) — Int./Div.

Invesco Equity & Income CL C — Int./Div.

American Century Mid Ca Val Cl 1 — Dividend

Blackrock High Yield Bond Instl. Cl — Dividend — Sold (part)

Multi Manager Growth Strategies Cl Z — Dividend — Buy

Multi Manager Growth Strategies Cl Z — Sold (part)

Multi Manager Small Cap Equity Strategies Cl Z — Dividend — Buy

Multi Manager Small Cap Equity Strategies Cl Z — Sold (part)

Multi Manager Total Return Bond Strategies Cl Z — Dividend — Sold (part)

Multi Manager Total Return Bond Strategies Cl Z — Buy (add'l)

Blackrock Strategic Income Opptys Instl Cl — Dividend — Buy

Multi Manager Value Strategies Cl Z — Dividend — Buy

Multi Manager Value Strategies Cl Z — Sold (part)

Multi Manager Intl Equity Strategies Instl Cl — Dividend — Buy

Multi Manager Intl Equity Strategies Instl Cl — Sold (part)

Delaware US Growth Instl Cl — Dividend — Sold (part)

MFS Vaule Cl I — Dividend — Buy

Wells Fargo Energing Markets Equity Instl Cl — Dividend — Buy

Wells Fargo Energing Markets Equity Instl Cl — Sold (part)

Columbia Income Oppty Instl Cl — Int./Div. — Buy

Ishares Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Extended Market ETF — Dividend — Buy

AFLAC Stock (Common) — Dividend

American Express (Common) — Int./Div.

UNUM: Universal Life — Dividend

American Express (Bank Account) — Interest

Florida West Coast Credit Union — Interest

U.S. Savings Bonds — Int./Div.

Wells Fargo (Bank Account) — Interest

Vanguard Windsor II Fund (IRA) — Int./Div.

BBVA Compass (Bank Account) — Interest

Vanguard Russell 1000 Growth Index — Int./Div.

ISHARES Core MSCI EAFE(X) — Int./Div.

Invesco Equity & Income CL C — Int./Div.

American Century Mid Ca Val Cl 1 — Dividend

Blackrock High Yield Bond Instl. Cl — Dividend — Sold (part)

Multi Manager Growth Strategies Cl Z — Dividend — Buy

Multi Manager Growth Strategies Cl Z — Sold (part)

Multi Manager Small Cap Equity Strategies Cl Z — Dividend — Buy

Multi Manager Small Cap Equity Strategies Cl Z — Sold (part)

Multi Manager Total Return Bond Strategies Cl Z — Dividend — Sold (part)

Multi Manager Total Return Bond Strategies Cl Z — Buy (add'l)

Blackrock Strategic Income Opptys Instl Cl — Dividend — Buy

Multi Manager Value Strategies Cl Z — Dividend — Buy

Multi Manager Value Strategies Cl Z — Sold (part)

Multi Manager Intl Equity Strategies Instl Cl — Dividend — Buy

Multi Manager Intl Equity Strategies Instl Cl — Sold (part)

Delaware US Growth Instl Cl — Dividend — Sold (part)

MFS Vaule Cl I — Dividend — Buy

Wells Fargo Energing Markets Equity Instl Cl — Dividend — Buy

Wells Fargo Energing Markets Equity Instl Cl — Sold (part)

Columbia Income Oppty Instl Cl — Int./Div. — Buy

Ishares Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Extended Market ETF — Dividend — Buy

Board Member, Birmingham Bar Foundation Board

Board Member, Horton Inn of Court - Birmingham, Alabama

Board Member, Birmingham Bar Foundation Board

Board Member, Horton Inn of Court - Birmingham, Alabama

Board Member, Birmingham Bar Foundation Board

Board Member, Horton Inn of Court - Birmingham, Alabama

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.