John E. Steele

2020

Ask Donna

Pull out the substance of this filing.

What was filed

134
investments
0
positions
0
gifts
0
agreements
4
debts
0
reimbursements
0
income
2
spouse income

Named parties

PHH Mortgage Services (formerly known as OCWEN)
Wells Fargo
Self employed, real estate/consultant, teacher, Baptist Health System pension

As filed

Blowing Rock, N.C. May, 1988 $110,000 — Rent

Bank of America Accounts — Interest

Jax Fed Cr Un Acct — Interest

Abbott Labs common — Dividend — Buy

Disney common — Dividend

Merck common — Dividend

Public Storage common — Dividend

Home Depot common IRA — Dividend

Thermo Fisher Schentific common IRA — Dividend

Fidelity IRA #1 cash reserves (LMS) — Interest

Gabelli Eq Tr IRA — Dividend

Franklin Templeton Mutual Series Shares Class Z IRA — Dividend

Fidelity Spartan Money Mkt IRA — Interest

Fidelity IRA #2 cash reserves (JES) — Interest

INVESCO Corp Bond Fund, IRA — Dividend

Fidelity Brokerage, cash acct — Interest

Columbia Tax-Exempt Fund I — Dividend

T. Rowe Price Equity Income mutual — Dividend

Parnassus Mid Cap Growth Fund (PARNX) — Dividend

Fidelity Diver Internat IRA — Dividend

Fidelity Short Term Bond IRA — Dividend

McDonalds common — Dividend

Lot, Blowing Rock, N.C., 1993, $15,000 — None

CenturyLink (formerly Lumen Technologies) — Dividend

Quantum Corp DDS IRA common — None

Wells Fargo accounts — Interest

NVR common IRA — None

Bed, Bath & Beyond common IRA — Dividend

North Fort Myers,Flinvest. Prop#2(Sandy), 12/7/05, $256,000, — Rent

Intentionally left blank

AIG IRA (H) (formerly known as VALIC)

AIG Stock Index Fund (formerly known as VALIC) — Dividend

Vanguard Windsor II — Dividend

AIG Mid Cap Index (formerly known as VALIC) — Dividend

AIG Small Cap Fund (formerly known as VALIC) — Dividend

AIG Small Cap Value Fund (formerly known as VALIC) — Dividend

AIG Foreign Value (formerly known as VALIC) — Dividend

AIG Global Strategy (formerly known as VALIC) — Dividend

AIG Fixed Account Plus (formerly known as VALIC) — Dividend

AIG High Yield Bond Fund (formerly known as VALIC) — Dividend

AIG Inflation Protected Fund (formerly known as VALIC) — Dividend

AIG Strategic Bond Fund (formerly known as VALIC) — Dividend

Intentionally left blank

Zagg, Inc. Common IRA — None

Corning Common IRA — Dividend

Gabelli Utility Trust IRA — Dividend — Buy

Thompson Bond Fund IRA — Dividend

Fidelity New Markets Income IRA — Dividend

Fidelity High Income IRA — Dividend — Buy

Fidelity GNMA Fund IRA — Dividend — Buy

CROCS Common IRA — None

Intentionally Left Blank

Abb Vie Common — Dividend

Herbalife Common IRA — Dividend

Kadant, Inc. — None

UnderArmour, Inc. IRA, common Cl A — None

Starbucks Corp., IRA — Int./Div.

Global Payments, Inc common stock (formerly known as Total System Serv — Int./Div.

Under Armour Inc. CIC — None

Intentionally left blank

Zoom Video Communications CLA common IRA — None — Buy

Blowing Rock, N.C. May, 1988 $110,000 — Rent

Bank of America Accounts — Interest

Jax Fed Cr Un Acct — Interest

Abbott Labs common — Dividend — Buy

Disney common — Dividend

Merck common — Dividend

Public Storage common — Dividend

Home Depot common IRA — Dividend

Thermo Fisher Schentific common IRA — Dividend

Fidelity IRA #1 cash reserves (LMS) — Interest

Gabelli Eq Tr IRA — Dividend

Franklin Templeton Mutual Series Shares Class Z IRA — Dividend

Fidelity Spartan Money Mkt IRA — Interest

Fidelity IRA #2 cash reserves (JES) — Interest

INVESCO Corp Bond Fund, IRA — Dividend

Fidelity Brokerage, cash acct — Interest

Columbia Tax-Exempt Fund I — Dividend

T. Rowe Price Equity Income mutual — Dividend

Parnassus Mid Cap Growth Fund (PARNX) — Dividend

Fidelity Diver Internat IRA — Dividend

Fidelity Short Term Bond IRA — Dividend

McDonalds common — Dividend

Lot, Blowing Rock, N.C., 1993, $15,000 — None

CenturyLink (formerly Lumen Technologies) — Dividend

Quantum Corp DDS IRA common — None

Wells Fargo accounts — Interest

NVR common IRA — None

Bed, Bath & Beyond common IRA — Dividend

North Fort Myers,Flinvest. Prop#2(Sandy), 12/7/05, $256,000, — Rent

Intentionally left blank

AIG IRA (H) (formerly known as VALIC)

AIG Stock Index Fund (formerly known as VALIC) — Dividend

Vanguard Windsor II — Dividend

AIG Mid Cap Index (formerly known as VALIC) — Dividend

AIG Small Cap Fund (formerly known as VALIC) — Dividend

AIG Small Cap Value Fund (formerly known as VALIC) — Dividend

AIG Foreign Value (formerly known as VALIC) — Dividend

AIG Global Strategy (formerly known as VALIC) — Dividend

AIG Fixed Account Plus (formerly known as VALIC) — Dividend

AIG High Yield Bond Fund (formerly known as VALIC) — Dividend

AIG Inflation Protected Fund (formerly known as VALIC) — Dividend

AIG Strategic Bond Fund (formerly known as VALIC) — Dividend

Intentionally left blank

Zagg, Inc. Common IRA — None

Corning Common IRA — Dividend

Gabelli Utility Trust IRA — Dividend — Buy

Thompson Bond Fund IRA — Dividend

Fidelity New Markets Income IRA — Dividend

Fidelity High Income IRA — Dividend — Buy

Fidelity GNMA Fund IRA — Dividend — Buy

CROCS Common IRA — None

Intentionally Left Blank

Abb Vie Common — Dividend

Herbalife Common IRA — Dividend

Kadant, Inc. — None

UnderArmour, Inc. IRA, common Cl A — None

Starbucks Corp., IRA — Int./Div.

Global Payments, Inc common stock (formerly known as Total System Serv — Int./Div.

Under Armour Inc. CIC — None

Intentionally left blank

Zoom Video Communications CLA common IRA — None — Buy

Liability — PHH Mortgage Services (formerly known as OCWEN) — Mortgage on Investment Property #2 (Sandy), October, 2006

Liability — Wells Fargo — (

Liability — PHH Mortgage Services (formerly known as OCWEN) — Mortgage on Investment Property #2 (Sandy), October, 2006

Liability — Wells Fargo — (

Spouse's income — 2020 — Self employed, real estate/consultant, teacher, Baptist Health System pension

VII, Line 9: corrected to include full name

VII, line 17: corrected typo from "Z" to "I"

VII, line 19: corrected to include full name of Fund

VII, line 24: added former name

VII, line 30: left blank since sold in 2019

VII, line 43: left blank because redeemed in 2019

VII, lines 60 and 64: left blank because duplicate of Line 57

VII, line 61: left blank because name change in Line 58

VII, line 62: left blank because duplicate of Line 59

VII, line 63: left blank because duplicate of Line 14

VII, line 65: left blank because duplicate of Line 58

VII line 66: left blank because duplicate of Line 59

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.