William Lindsay Osteen jr
2020
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What was filed
64
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
4
spouse income
Named parties
- Tuggle Duggins attorneys 1-1-20 to 12-31-20 salary
As filed
Bank of America common stock — Dividend
First Citizens Bank accounts — Interest
Bond Fund of America Class F1 Symbol BFAFX — Dividend
Franklin Income Fund Class F1 Symbol FKIQX — Dividend
Virtus Real Estate Securities Cl A Symbol PHRAX — Dividend
Hartford Capital Appreciation Fund Class A Symbol ITHAX — Dividend
Keeley Small Cap Value Fund Class A KSCVX — Dividend
Franklin Templeton Mutual Glo Discovery Fund Class A TEDIX — Dividend
Pioneer Disciplined Value Fund Class A CVFCX — Dividend
Templeton Global Bond Fund Class A TPTINX — Dividend
Capital World Bond Fund Class F1 WBFFX — Dividend
Carillon Eagle Mid Cap Growth Stock Fund Class A HAGAX — Dividend
US Savings Bonds — Interest
Putnam Stable Value Fund — Dividend
American Funds Balanced — Dividend
Wells Fargo — Interest
Bank of America common stock — Dividend
First Citizens Bank accounts — Interest
Bond Fund of America Class F1 Symbol BFAFX — Dividend
Franklin Income Fund Class F1 Symbol FKIQX — Dividend
Virtus Real Estate Securities Cl A Symbol PHRAX — Dividend
Hartford Capital Appreciation Fund Class A Symbol ITHAX — Dividend
Keeley Small Cap Value Fund Class A KSCVX — Dividend
Franklin Templeton Mutual Glo Discovery Fund Class A TEDIX — Dividend
Pioneer Disciplined Value Fund Class A CVFCX — Dividend
Templeton Global Bond Fund Class A TPTINX — Dividend
Capital World Bond Fund Class F1 WBFFX — Dividend
Carillon Eagle Mid Cap Growth Stock Fund Class A HAGAX — Dividend
US Savings Bonds — Interest
Putnam Stable Value Fund — Dividend
American Funds Balanced — Dividend
Wells Fargo — Interest
Bank of America common stock — Dividend
First Citizens Bank accounts — Interest
Bond Fund of America Class F1 Symbol BFAFX — Dividend
Franklin Income Fund Class F1 Symbol FKIQX — Dividend
Virtus Real Estate Securities Cl A Symbol PHRAX — Dividend
Hartford Capital Appreciation Fund Class A Symbol ITHAX — Dividend
Keeley Small Cap Value Fund Class A KSCVX — Dividend
Franklin Templeton Mutual Glo Discovery Fund Class A TEDIX — Dividend
Pioneer Disciplined Value Fund Class A CVFCX — Dividend
Templeton Global Bond Fund Class A TPTINX — Dividend
Capital World Bond Fund Class F1 WBFFX — Dividend
Carillon Eagle Mid Cap Growth Stock Fund Class A HAGAX — Dividend
US Savings Bonds — Interest
Putnam Stable Value Fund — Dividend
American Funds Balanced — Dividend
Wells Fargo — Interest
Bank of America common stock — Dividend
First Citizens Bank accounts — Interest
Bond Fund of America Class F1 Symbol BFAFX — Dividend
Franklin Income Fund Class F1 Symbol FKIQX — Dividend
Virtus Real Estate Securities Cl A Symbol PHRAX — Dividend
Hartford Capital Appreciation Fund Class A Symbol ITHAX — Dividend
Keeley Small Cap Value Fund Class A KSCVX — Dividend
Franklin Templeton Mutual Glo Discovery Fund Class A TEDIX — Dividend
Pioneer Disciplined Value Fund Class A CVFCX — Dividend
Templeton Global Bond Fund Class A TPTINX — Dividend
Capital World Bond Fund Class F1 WBFFX — Dividend
Carillon Eagle Mid Cap Growth Stock Fund Class A HAGAX — Dividend
US Savings Bonds — Interest
Putnam Stable Value Fund — Dividend
American Funds Balanced — Dividend
Wells Fargo — Interest
Spouse's income — 1-1-2020 — Tuggle Duggins attorneys 1-1-20 to 12-31-20 salary
Spouse's income — 1-1-2020 — Tuggle Duggins attorneys 1-1-20 to 12-31-20 salary
Spouse's income — 1-1-2020 — Tuggle Duggins attorneys 1-1-20 to 12-31-20 salary
Spouse's income — 1-1-2020 — Tuggle Duggins attorneys 1-1-20 to 12-31-20 salary
Part VII
Wells Fargo: I recently learned that is listed as one of the account holders and signatories on this checking account with .
It is account. I was not aware of name on this account previously. I hereby amend my prior reports from 2013 forward to include this
account.
Prior reports included investments described as TD Bank, Lord Abbett Short Duration Income, Vanguard Small Cap Index and American Funds
Europacific. We no longer have these investments. The proceeds are now in Putnam Stable Value Fund and American Funds.
The BB&T account is closed.
We no longer have deposits at American National Bank. Any proceeds were moved to First Citizens Bank.
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.