Charles H. Weigle
2020
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What was filed
78
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
2
income
0
spouse income
Named parties
- Walter F. George School of Law, Mercer University
- Mercer University - Teaching
As filed
COMMAND ACCOUNT
COMMAND ACCOUNT
Cash sweep account — Interest
Fidelity Money Market Fund (FNSXX) — Interest — Buy (add'l)
Fidelity Money Market Fund (FNSXX) — Sold (part)
Caterpillar (CAT) stock — Dividend
Chevron (CVX) stock — Dividend
Duke Energy (DUK) stock — Dividend
Intel (INTC) stock — Dividend
I Shares Dow Jones Select (DVY) ETF — Dividend
Vanguard MSCI Emerging Markets ETF (VWO) — Dividend
Enbridge Inc. (ENB) — Dividend
Zimmer (ZBH) Stock (X) — Dividend
United Technologies (UTX) stock — Dividend — Closed
Carrier (CARR) Stock — None — Spinoff (from line 13)
Carrier (CARR) Stock — Donated
Otis (OTIS) Stock — None — Spinoff (from line 13)
Otis (OTIS) Stock — Donated
Raytheon (RTX) Stock — None — Spinoff (from line 13)
Raytheon (RTX) Stock — Donated
Dodge and Cox International Stock Fund (DODFX) — Dividend
Fundamental Investors Fund (ANCFX) — Dividend
Growth Fund of America (AGTHX) — Dividend
Invesco Mid-cap Growth Fund (OEGAX) (f/ k/a VGRAX) — Dividend
Prudential Money Market fund (MJAXX) — Int./Div. — Sold
ROTH IRA
Cash sweep account — Interest
I Shares EAFE Value (EFV) ETF — Dividend
Calamos Global Dynamic Fund (CHW) — Dividend
Vanguard Int'l Equity (VSS) ETF — Dividend
SECONDARY ACCOUNT
Vanguard Total Stock Mkt Ind Admiral Fund (VTSAX) — Dividend
Vanguard Wellesley Income Admiral Fund (VWIAX) (X) (formerly VWINX) — Dividend
Vanguard Value Index Fund (VVIAX) — Dividend
Vanguard REIT Index Admiral Fund (VGSLX) — Dividend
Vanguard Int'l Index Admiral Fund (VTIAX) — Dividend
FAMILY LLC
25% Interest - Stovall-W, LLC - Assessed value $11,027 — None
PARTNERSHIP
Emerald at the Shore Partnership - Share purchase price $38,461 — None — Buy
Cash sweep account — Interest
Fidelity Money Market Fund (FNSXX) — Interest — Buy (add'l)
Fidelity Money Market Fund (FNSXX) — Sold (part)
Caterpillar (CAT) stock — Dividend
Chevron (CVX) stock — Dividend
Duke Energy (DUK) stock — Dividend
Intel (INTC) stock — Dividend
I Shares Dow Jones Select (DVY) ETF — Dividend
Vanguard MSCI Emerging Markets ETF (VWO) — Dividend
Enbridge Inc. (ENB) — Dividend
Zimmer (ZBH) Stock (X) — Dividend
United Technologies (UTX) stock — Dividend — Closed
Carrier (CARR) Stock — None — Spinoff (from line 13)
Carrier (CARR) Stock — Donated
Otis (OTIS) Stock — None — Spinoff (from line 13)
Otis (OTIS) Stock — Donated
Raytheon (RTX) Stock — None — Spinoff (from line 13)
Raytheon (RTX) Stock — Donated
Dodge and Cox International Stock Fund (DODFX) — Dividend
Fundamental Investors Fund (ANCFX) — Dividend
Growth Fund of America (AGTHX) — Dividend
Invesco Mid-cap Growth Fund (OEGAX) (f/ k/a VGRAX) — Dividend
Prudential Money Market fund (MJAXX) — Int./Div. — Sold
ROTH IRA
Cash sweep account — Interest
I Shares EAFE Value (EFV) ETF — Dividend
Calamos Global Dynamic Fund (CHW) — Dividend
Vanguard Int'l Equity (VSS) ETF — Dividend
SECONDARY ACCOUNT
Vanguard Total Stock Mkt Ind Admiral Fund (VTSAX) — Dividend
Vanguard Wellesley Income Admiral Fund (VWIAX) (X) (formerly VWINX) — Dividend
Vanguard Value Index Fund (VVIAX) — Dividend
Vanguard REIT Index Admiral Fund (VGSLX) — Dividend
Vanguard Int'l Index Admiral Fund (VTIAX) — Dividend
FAMILY LLC
25% Interest - Stovall-W, LLC - Assessed value $11,027 — None
PARTNERSHIP
Emerald at the Shore Partnership - Share purchase price $38,461 — None — Buy
Adjunct Instructor, Walter F. George School of Law, Mercer University
Adjunct Instructor, Walter F. George School of Law, Mercer University
Income — 10/30/2020 — Mercer University - Teaching — $3,000.00
Income — 10/30/2020 — Mercer University - Teaching — $3,000.00
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.