Carlton Wayne Reeves

2020

Ask Donna

Pull out the substance of this filing.

What was filed

184
investments
0
positions
0
gifts
0
agreements
0
debts
6
reimbursements
0
income
0
spouse income

Named parties

ABA Forum on Communications Law
Yale Law School
University of Michigan School of Law

As filed

AT&T (T), Common — Dividend — Buy (add'l)

Alphabet Inc. (GOOGL), Common — None

Amazon (AMZN), Common — None

Ameriprise Finan. Inc. (AMP), Common — Dividend

Analog Device Inc. (ADI), Common — Dividend

Apple Inc. (AAPL), Common — Dividend — Buy

Apple Inc. (AAPL), Common — Dividend — Buy (add'l)

Automatic Data Processing Inc. (ADP), Common — Dividend

Blackstone Group Inc. CLA (BX), Common — Distribution

BP PLC (BP), Common — Dividend — Buy (add'l)

Berkshire Hathaway (BRK/B) — None — Buy

CH Robinson Worldwide (CHRW), Common — Dividend

Caterpillar (CAT), Common — Dividend — Buy (add'l)

Chevron (CVX), Common — Dividend — Buy (add'l)

Cisco Systems (CSCO), Common — Dividend

Corteva Inc (CTVA), Common — Dividend

Crown Castle (CCI), Common — Dividend

Discover Financial Svcs (DFS), Common — Dividend

Dow (DOW), Common — Dividend

DuPont de Nemours (DD), Common — Dividend

Exxon Mobil, (XOM), Common — Dividend — Buy (add'l)

Facebook, Inc. (FB), Common — None

Fedex Corp. (FDX), Common — Dividend

First Commerical Bank, Common — Dividend

First Trust (FDL), Common — Dividend

Garrett Motion, Inc. (GTX) — Dividend — Sold

Gilead Sciences (GILD), Common — Dividend — Buy (add'l)

Honeywell Int'l (HON), Common — Dividend

Intel Corp. (INTC), Common — Dividend

INTL Business Machines Corp. (IBM), Common — Dividend

Invesco S&P 500, High Dividend Low Volatility ETF, (SPHD), Common — Dividend — Buy (add'l)

Invesco S&P 500, High Dividend Low Volatility ETF, (SPHD), Common — None — Sold

Iron Mountain (IRM), Common — Dividend — Buy (add'l)

JB Hunt Transport (JBHT), Common — Dividend — Sold

Johnson & Johnson (JNJ), Common — Dividend

Kellogg Co. (K) — Dividend

Kinder Morgan (KMI), Common — Dividend — Buy (add'l)

Kraft Heinz Co. (KHC), Common — Dividend — Buy (add'l)

Kroger (KR), Common — Dividend

Lockheed Martin (LMT), Common — Dividend

McDonalds Corp. (MCD), Common — Dividend

Mellanox Technologies Ltd. (MLNX), Common — Sold

Merck (MRK), Common — Dividend

MetLife Inc. (MET), Common — Dividend

Microsoft (MSFT), Common — Dividend

Morgan Stanley (MS), Common — Dividend

Motorola Solutions Inc. (MSI), Common — Dividend

Netflix Inc (NFLX), Common — None

Norfolk Southern (NSC), Common — Dividend

Pepsico (PEP), Common — Dividend

Procter & Gamble (PG), Common — Dividend — Buy (add'l)

Qualcomm Inc. (QCOM), Common — Dividend

Resideo Technologies, Inc. (REZI), Common — Dividend — Sold

Rockwell Auto (ROK), Common — Dividend

Royal Dutch (RDS/A), Common — Dividend — Buy (add'l)

Sanderson Farms (SAFM), Common — Dividend

3M Company (MMM), Common — Dividend — Buy (add'l)

Target (TGT), Common — Dividend

Toronto Dominion Bank (TD), Common — Dividend

United Parcel Serv. (UPS), Common — Dividend

Victory Shares US (CDC), ETF — Dividend

YUM Brands, Inc. (YUM), Common — Dividend

YUM China Holdings, Inc (YUMC), Common — Dividend

Columbia Acorn Themorstat (CTFAX), Mutual Fund — Dividend

Empire Retirement (H)

--American Funds 2030 Trgt — Int./Div.

-Great-West Government Money Market Inst — Int./Div.

Pruco Life Ins. Co. Prudential Premier RetirementX, Var Ann (H)

----AST Academic Strategies Asset Allocation Portfolio — None

---AST Black Rock/Loomis Sayles Bond Portfolio — None

----AST Loomis Sayles Large-Cap Growth Portfolio — None

--- AST Wellington Mgmt Hedged Equity Port. — None

---AST QMA US Equity Alpha — None

---AST T. Rowe Price Natural Resources — None

College Savings Plan (H)

Scholars Edge 529 Plan (H)

-- Scholar's Edge Today Portfolio A — None

--Principal Equity Income Portfolio A — None

--Principal Diversified International Portfolio A — None

-Scholar's Edge Aggressive Portfolio A — None

- Principal Blue Chip Portfolio A — None

United States Savings Bond — Interest

Wells Fargo Advisors — Interest

First Commercial Bank, Money Market Acct, Cash Account — Interest

Statewide Federal Credit Union, Cash Account — Interest

BankPlus, Cash Account — Interest

Liberty Bank, Cash Account — Interest

AT&T (T), Common — Dividend — Buy (add'l)

Alphabet Inc. (GOOGL), Common — None

Amazon (AMZN), Common — None

Ameriprise Finan. Inc. (AMP), Common — Dividend

Analog Device Inc. (ADI), Common — Dividend

Apple Inc. (AAPL), Common — Dividend — Buy

Apple Inc. (AAPL), Common — Dividend — Buy (add'l)

Automatic Data Processing Inc. (ADP), Common — Dividend

Blackstone Group Inc. CLA (BX), Common — Distribution

BP PLC (BP), Common — Dividend — Buy (add'l)

Berkshire Hathaway (BRK/B) — None — Buy

CH Robinson Worldwide (CHRW), Common — Dividend

Caterpillar (CAT), Common — Dividend — Buy (add'l)

Chevron (CVX), Common — Dividend — Buy (add'l)

Cisco Systems (CSCO), Common — Dividend

Corteva Inc (CTVA), Common — Dividend

Crown Castle (CCI), Common — Dividend

Discover Financial Svcs (DFS), Common — Dividend

Dow (DOW), Common — Dividend

DuPont de Nemours (DD), Common — Dividend

Exxon Mobil, (XOM), Common — Dividend — Buy (add'l)

Facebook, Inc. (FB), Common — None

Fedex Corp. (FDX), Common — Dividend

First Commerical Bank, Common — Dividend

First Trust (FDL), Common — Dividend

Garrett Motion, Inc. (GTX) — Dividend — Sold

Gilead Sciences (GILD), Common — Dividend — Buy (add'l)

Honeywell Int'l (HON), Common — Dividend

Intel Corp. (INTC), Common — Dividend

INTL Business Machines Corp. (IBM), Common — Dividend

Invesco S&P 500, High Dividend Low Volatility ETF, (SPHD), Common — Dividend — Buy (add'l)

Invesco S&P 500, High Dividend Low Volatility ETF, (SPHD), Common — None — Sold

Iron Mountain (IRM), Common — Dividend — Buy (add'l)

JB Hunt Transport (JBHT), Common — Dividend — Sold

Johnson & Johnson (JNJ), Common — Dividend

Kellogg Co. (K) — Dividend

Kinder Morgan (KMI), Common — Dividend — Buy (add'l)

Kraft Heinz Co. (KHC), Common — Dividend — Buy (add'l)

Kroger (KR), Common — Dividend

Lockheed Martin (LMT), Common — Dividend

McDonalds Corp. (MCD), Common — Dividend

Mellanox Technologies Ltd. (MLNX), Common — Sold

Merck (MRK), Common — Dividend

MetLife Inc. (MET), Common — Dividend

Microsoft (MSFT), Common — Dividend

Morgan Stanley (MS), Common — Dividend

Motorola Solutions Inc. (MSI), Common — Dividend

Netflix Inc (NFLX), Common — None

Norfolk Southern (NSC), Common — Dividend

Pepsico (PEP), Common — Dividend

Procter & Gamble (PG), Common — Dividend — Buy (add'l)

Qualcomm Inc. (QCOM), Common — Dividend

Resideo Technologies, Inc. (REZI), Common — Dividend — Sold

Rockwell Auto (ROK), Common — Dividend

Royal Dutch (RDS/A), Common — Dividend — Buy (add'l)

Sanderson Farms (SAFM), Common — Dividend

3M Company (MMM), Common — Dividend — Buy (add'l)

Target (TGT), Common — Dividend

Toronto Dominion Bank (TD), Common — Dividend

United Parcel Serv. (UPS), Common — Dividend

Victory Shares US (CDC), ETF — Dividend

YUM Brands, Inc. (YUM), Common — Dividend

YUM China Holdings, Inc (YUMC), Common — Dividend

Columbia Acorn Themorstat (CTFAX), Mutual Fund — Dividend

Empire Retirement (H)

--American Funds 2030 Trgt — Int./Div.

-Great-West Government Money Market Inst — Int./Div.

Pruco Life Ins. Co. Prudential Premier RetirementX, Var Ann (H)

----AST Academic Strategies Asset Allocation Portfolio — None

---AST Black Rock/Loomis Sayles Bond Portfolio — None

----AST Loomis Sayles Large-Cap Growth Portfolio — None

--- AST Wellington Mgmt Hedged Equity Port. — None

---AST QMA US Equity Alpha — None

---AST T. Rowe Price Natural Resources — None

College Savings Plan (H)

Scholars Edge 529 Plan (H)

-- Scholar's Edge Today Portfolio A — None

--Principal Equity Income Portfolio A — None

--Principal Diversified International Portfolio A — None

-Scholar's Edge Aggressive Portfolio A — None

- Principal Blue Chip Portfolio A — None

United States Savings Bond — Interest

Wells Fargo Advisors — Interest

First Commercial Bank, Money Market Acct, Cash Account — Interest

Statewide Federal Credit Union, Cash Account — Interest

BankPlus, Cash Account — Interest

Liberty Bank, Cash Account — Interest

Reimbursement — ABA Forum on Communications Law — February 6-8, 2020 — Austin, TX — Diversity Moot Court Competition — Travel, Lodging and Meals

Reimbursement — Yale Law School — February 12-15, 2020 — New Haven, CT — REBLAW National Conference and Yale ACS local Chapter — Travel, Lodging and Meals

Reimbursement — University of Michigan School of Law — February 17-19, 2020 — Ann Arbor, MI — ACS Chapter — Travel, Lodging and Meals

Reimbursement — ABA Forum on Communications Law — February 6-8, 2020 — Austin, TX — Diversity Moot Court Competition — Travel, Lodging and Meals

Reimbursement — Yale Law School — February 12-15, 2020 — New Haven, CT — REBLAW National Conference and Yale ACS local Chapter — Travel, Lodging and Meals

Reimbursement — University of Michigan School of Law — February 17-19, 2020 — Ann Arbor, MI — ACS Chapter — Travel, Lodging and Meals

Part VII. Investments and Trusts

46. Mellanox was acquired by NVIDIA (NVDA) and cash payment was made to the Mellanox shareholders.

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.