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What was filed

  • 70

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Roundpoint Servicing
  • U.S. Department of Education/Nelnet
  • Turnaround Management Association

As filed

Rental Property Charleston County, SC — None — Sold

Chase Cash Accounts — Interest

Capital One 360 Cash Accounts — Interest

Health Savings Account (H)

FSMAX — Dividend

FXAIX — Dividend

FNCMX — Dividend

FBGRX — Dividend — Buy

401(k) Account (H)

PIMCO All Asset Inst. — Dividend

Vanguard Instl. Target Retirement 2045 Fd — Dividend — Buy (add'l)

Vanguard Instl. Target Retirement 2045 Fd — Buy (add'l)

Principal SmallCap R-6 — Dividend — Buy (add'l)

Principal SmallCap R-6 — Sold (part)

Fidelity Contrafund CIT — Dividend — Sold (part)

Fidelity Contrafund CIT — Sold (part)

Fidelity Low Priced Stock — Dividend

MFS Mid Cap Value R-6 — Dividend — Buy (add'l)

PRIMECAP Odyssey Aggressive Growth — Dividend — Buy (add'l)

PRIMECAP Odyssey Aggressive Growth — Sold (part)

WF/T Rowe Price Inst LCG Mgd CIT N — Dividend — Sold (part)

WF/T Rowe Price Inst LCG Mgd CIT N — Sold (part)

WF/T Rowe Price Inst LCG Mgd CIT N — Sold (part)

Wells Fargo Enhanced Stock Market CIT N — Dividend — Buy (add'l)

Oppenheimer Developing Markets (Invesco) — Dividend

Vanguard Total Intl. Stock Index Inst. — Dividend — Buy (add'l)

Vanguard Total Intl. Stock Index Inst. — Buy (add'l)

Vanguard Total Intl. Stock Index Inst. — Buy (add'l)

AllianzGI Technology Institutional — Dividend — Sold (part)

AllianzGI Technology Institutional — Sold (part)

AllianzGI Technology Institutional — Sold (part)

Invesco Real Estate R5 — Dividend

Vanguard Equity Income Adm — Dividend — Buy (add'l)

GA 529 Account (H)

Fund 8518 — Dividend

Rental Property Charleston County, SC — None — Sold

Chase Cash Accounts — Interest

Capital One 360 Cash Accounts — Interest

Health Savings Account (H)

FSMAX — Dividend

FXAIX — Dividend

FNCMX — Dividend

FBGRX — Dividend — Buy

401(k) Account (H)

PIMCO All Asset Inst. — Dividend

Vanguard Instl. Target Retirement 2045 Fd — Dividend — Buy (add'l)

Vanguard Instl. Target Retirement 2045 Fd — Buy (add'l)

Principal SmallCap R-6 — Dividend — Buy (add'l)

Principal SmallCap R-6 — Sold (part)

Fidelity Contrafund CIT — Dividend — Sold (part)

Fidelity Contrafund CIT — Sold (part)

Fidelity Low Priced Stock — Dividend

MFS Mid Cap Value R-6 — Dividend — Buy (add'l)

PRIMECAP Odyssey Aggressive Growth — Dividend — Buy (add'l)

PRIMECAP Odyssey Aggressive Growth — Sold (part)

WF/T Rowe Price Inst LCG Mgd CIT N — Dividend — Sold (part)

WF/T Rowe Price Inst LCG Mgd CIT N — Sold (part)

WF/T Rowe Price Inst LCG Mgd CIT N — Sold (part)

Wells Fargo Enhanced Stock Market CIT N — Dividend — Buy (add'l)

Oppenheimer Developing Markets (Invesco) — Dividend

Vanguard Total Intl. Stock Index Inst. — Dividend — Buy (add'l)

Vanguard Total Intl. Stock Index Inst. — Buy (add'l)

Vanguard Total Intl. Stock Index Inst. — Buy (add'l)

AllianzGI Technology Institutional — Dividend — Sold (part)

AllianzGI Technology Institutional — Sold (part)

AllianzGI Technology Institutional — Sold (part)

Invesco Real Estate R5 — Dividend

Vanguard Equity Income Adm — Dividend — Buy (add'l)

GA 529 Account (H)

Fund 8518 — Dividend

Liability — Roundpoint Servicing — Mortgage on Rental Property

Liability — U.S. Department of Education/Nelnet — Student Loan

Liability — Roundpoint Servicing — Mortgage on Rental Property

Liability — U.S. Department of Education/Nelnet — Student Loan

Reimbursement — Turnaround Management Association — 02/04/2020-02/07/2020 — 0 Las Vegas, NV — TMA Conference — Transportation and Meals

Reimbursement — Turnaround Management Association — 02/04/2020-02/07/2020 — 0 Las Vegas, NV — TMA Conference — Transportation and Meals

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.

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Sage M. Sigler | Frix