Catharine R. Aron
2016Annual
Ask Donna
Pull out the substance of this filing.
What was filed
542
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Middle District Bankruptcy Seminar
- Vahe-Salary
As filed
JBAXY — None
KGFHY — Int/Div
CVS — Int/Div
DIS — Int/Div
ECL — Int/Div
GILD — None
GOOG — None
TRMB — None — Sold
A — Int/Div
LOW — Int/Div
CHKP — None
SLB — Int/Div
AGN — None
ATVI — Int/Div
AMGN — Int/Div
BLK — Int/Div
BLK — None — Sold
BLK — Inv — Sold
SCSS — Sold
BLK — Int/Div
BLK — None — Sold
DNZOY — Sold
CERN — None
SBUX — Int/Div
New Bridge Bank money market — Interest
Willow Creek (JRS) (partial interest) — Interest — Expired
AlG-Valic Aim Intern. ADR Growth Fund
AlG-Valic Aim Intern. ADR Growth Fund — Int/Div — Sold (part)
BZLFY — Int/Div
BZLFY — Int/Div — Sold (part)
BZLFY — Int/Div — Buy (add'l)
CHEUY — Int/Div
CCLAY — Int/Div
CMPGY — Int/Div
DNZOY — Int/Div — Sold (part)
ERIC — None — Sold (part)
FANUY — None — Buy (add'l)
FANUY — Int/Div — Buy (add'l)
FANUY — None — Sold (part)
KMTLY — Int/Div — Sold (part)
NVS — Int/Div
NVO — Int/Div
PUBGY — None
RELX — Int/Div — Buy (add'l)
RHHBY — Int/Div
RDSB — None — Sold (part)
RDSB — Int/Div — Buy (add'l)
RDSB — Buy (add'l)
RDSB — Int/Div — Buy (add'l)
RDSB — Int/Div — Sold (part)
RDSB — Sold (part)
RDSB — Int/Div — Buy (add'l)
RDSB — Sold (part)
RDSB — Sold (part)
TEVA — Int/Div — Buy (add'l)
TEVA — Sold (part)
TEVA — Int/Div — Sold (part)
TRP — Int/Div
UN — Int/Div
WPPGY — Int/Div
AMADY — Int/Div
BMBLY — Int/Div
ClOXY — Int/Div
ClOXY — Int/Div — Sold (part)
SU — Int/Div
SBGSY — None — Sold (part)
AVGO — Int/Div — Buy (add'l)
BIDL — None — Buy (add'l)
BIDL — Buy (add'l)
S10. — Sold (part)
S10. — Sold (part)
DBOEY — Int/Div — Sold
AZSEY — None — Buy (add'l)
AMCRY — None — Sold (part)
CABGY — Int/Div
DPSGY — Int/Div
PPERY — hy — Buy (add'l)
UBS — None
ABDNY — Int/Div
BRFSS — None — Sold
KPCPY — Int/Div
PRDSY — Int/Div
PBSFY — Int/Div — Buy (add'l)
PBSFY — Buy (add'l)
PBSFY — Buy (add'l)
SKYAY — Int/Div — Buy (add'l)
LOVEY — Int/Div — Sold (part)
YAHOY — None — Sold (part)
CFRUY — Int — Buy (add'l)
CFRUY — Buy (add'l)
GNGBY — Int/Div — Buy (add'l)
IDCBY — Int/Div — Sold
JAPAY — Int/Div — Sold (part)
LYG — Int/Div
SWGAY — Int/Div — Sold (part)
SWGAY — Sold
WGHPY — None
GWLLY — Int/Div — Sold
xCKHLY — None — Buy
xWTKWY — None — Buy
xWTKWY — Buy (add'l)
xCSLLY — None — Buy
xKCRPY — None — Buy
xPDRDY — None — Buy
xIFJPY — None — Buy
SSGAMoney Market Fund — Int/Div
AlG- Valic money market account — Interest
AlG/Valic Select IRA 1 Transamerica Large Growth
AAPL — Int/Div
AAPL — Int/Div — Sold
V — Int/Div
V — Int/Div — Sold
IAC) — Int/Div — Sold
MSFT — Int/Div
ORLY — None
ORLY — Int/Div — Buy (add'l)
BRCM — Int/Div — Sold
FB — None
NVDA — Int/Div
NXPI — None
RHT — None
CELG — None
CELG — Int/Div — Sold
AKAM — None — Buy (add'l)
BXLT — Int/Div — Sold
INTC — None — Buy (add'l)
INTC — None — Buy (add'l)
TSCO — None
VRSK — None — Sold
xACHC — None — Buy
xHRS — Int/Div — Buy
xHRS — Buy (add'l)
xINTU — Int/Div — Buy
xLULU — None — Buy
xMLM — Int/Div — Buy
xNKE — Int/Div — Buy
xNOC — Int/Div — Buy
xQCOM — Int/Div — Buy
xSLB — Int/Div — Buy
xSCHW — None — Buy
SSGA Money Market — Interest
AIG- Valic Select IRA 2 Columbia value and restruct
AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)
AIG- Valic Select IRA 2 Columbia value and restruct — Buy (add'l)
AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)
AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)
AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Sold
AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)
CVX — Int/Div
CVX — Int/Div — Sold (part)
CVX — Buy (add'l)
GOOG — None — Buy (add'l)
GOOG — Buy (add'l)
GOOG — Buy (add'l)
AON — Int/Div
DLPH — None — Sold
DLPH — Int/Div — Buy (add'l)
AAPL — Int/Div — Buy (add'l)
AAPL — Buy (add'l)
AAPL — Sold (part)
AAPL — Buy (add'l)
AAPL — Buy (add'l)
BRKB — None — Buy (add'l)
BRKB — Buy (add'l)
BLK — Int/Div
CELG — None — Buy (add'l)
CELG — Buy (add'l)
CELG — Int/Div — Buy (add'l)
CELG — Buy (add'l)
CELG — Sold (part)
CMCSA — Int/Div
CMCSA — Int/Div — Sold
CMCSA — None — Sold
CMCSA — Int/Div — Buy (add'l)
CMCSA — Buy (add'l)
CMCSA — Buy (add'l)
CMCSA — None — Sold (part)
CMCSA — Sold (part)
CMCSA — Buy (add'l)
CMCSA — Buy (add'l)
CMCSA — Int/Div — Sold
CMCSA — Int/Div — Sold
CMCSA — Int/Div — Buy (add'l)
CMCSA — Int/Div — Buy (add'l)
CMCSA — Int/Div — Buy (add'l)
CMCSA — Buy (add'l)
MSFT — Int/Div — Sold (part)
MSFT — Buy (add'l)
MSFT — Buy (add'l)
MSFT — Int/Div — Buy (add'l)
MSFT — Buy (add'l)
PEP — Int/Div
SWKS — None — Sold
SWKS — Int/Div — Sold (part)
SWKS — Sold
ARMK — None
BRCM — Int/Div — Sold
BRCM — None — Buy (add'l)
BRCM — hy — Sold (part)
BRCM — Buy (add'l)
BRCM — Buy (add'l)
BRCM — Int/Div — Buy (add'l)
BRCM — Buy (add'l)
BRCM — None — Buy (add'l)
BRCM — Buy (add'l)
INTL — Int/Div — Sold (part)
INTL — None — Buy (add'l)
INTL — None — Sold (part)
INTL — Sold (part)
INTL — Sold
DNB — Int/Div
DNB — Int/Div — Sold
DNB — Int/Div — Sold (part)
DNB — None — Sold
MIK — None
MIK — Int/Div — prt)
MIK — None — Buy (add'l)
MIK — Int/Div — Sold
V2 — Int/Div
VRTX* — None — Sold (part)
VRTX* — None — Buy (add'l)
ATVI — Int/Div — Sold (part)
BABA — None — Sold
BABA — None — Sold
GOOGL — None
GOOGL — Int/Div — Sold (part)
GOOGL — Sold
GOOGL — Int/Div — Buy (add'l)
GOOGL — Int/Div — Buy (add'l)
GOOGL — Buy (add'l)
GOOGL — Buy (add'l)
BXLT — Int/Div — Sold
COH — None
COH — Int/Div — Sold (part)
COH — Buy (add'l)
ENDP — None — Sold
EQT — None
EQT — Int/Div — Buy (add'l)
EQT — Sold (part)
EQT — None — Buy (add'l)
EQT — Buy (add'l)
EQT — Int/Div — Sold
EQT — None — Sold
EQT — Int/Div — Sold (part)
EQT — Buy (add'l)
EQT — Buy (add'l)
EQT — Buy (add'l)
NLSN — hy
PYPL — None — Sold
PYPL — None — Buy (add'l)
PYPL — Int/Div — Buy (add'l)
PYPL — Buy (add'l)
PYPL — None — Buy
PYPL — None — Sold
PYPL — None — Buy (add'l)
PYPL — Buy (add'l)
PYPL — None — Buy (add'l)
PYPL — Buy (add'l)
AMGN — Distribution
PYPL — Buy (add'l)
EIX — Int/Div
xAAP — Int/Div — Buy
AKAM — None — Buy
AKAM — Buy (add'l)
xALXN — None — Buy
xANTM — hy — Buy
xANTM — Buy (add'l)
bad) — Buy (add'l)
bad) — Buy (add'l)
xAVGO — Int/Div — Buy
xAVGO — Buy (add'l)
xAVGO — Buy (add'l)
xAVGO — Buy (add'l)
xCMG — None — Buy
xCMG — Int/Div — Buy
xCMG — Buy (add'l)
xDIS — Int/Div — Buy
xDIS — Buy (add'l)
xEXPE — Int/Div — Buy
xEXPE — Buy (add'l)
xFIS — Int/Div — Buy
xFIS — Buy (add'l)
xFIS — Buy (add'l)
xIvZ — Int/Div — Buy
xIvZ — Sold (part)
xIvZ — Buy (add'l)
xIvZ — Int/Div — Buy
xIvZ — Sold (part)
xIvZ — Buy (add'l)
xIvZ — Buy (add'l)
xIvZ — Int/Div — Buy
xIvZ — Buy (add'l)
xMAR — Int/Div — Buy
xMAR — Buy (add'l)
xMAR — Sold (part)
xMAR — Int/Div — Buy
xMAR — Buy (add'l)
xMAR — Buy (add'l)
xMAR — Buy (add'l)
xNWL — Int/Div — Buy
xPANW — None — Buy
xPANW — Buy (add'l)
xQUOM — Int/Div — Buy
xRCL — Int/Div — Buy
xSPGI — Int/Div — Buy
RIT) — Buy (add'l)
xSHW — None — Buy
xSHW — Buy (add'l)
xSHW — None — Buy
SSGA Money Market — Interest
AIG Valic IRA DBA DavidsonMid Cap
AIG Valic IRA DBA DavidsonMid Cap — Int/Div — Sold
CPLA — None — Sold (part)
CPLA — Sold
FCFC — None — Sold (part)
FCFC — Sold
FLIR — None — Sold (part)
FLIR — Sold
GDOT — None — Sold (part)
GDOT — Sold
INWK — None — Sold
MASI — Int/Div — Sold
MASI — None — Sold
SIVB — None
SIVB — None — Sold
CoBZ — Int/Div — Sold (part)
CoBZ — Sold
IMAX — None — Sold
NILE — Int/Div — Sold
FINT — Int/Div — Sold
LPLA — Int/Div — Sold
LPLA — None — Sold
LPLA — Int/Div — Sold
LPLA — Int/Div — Sold (part)
LPLA — Sold
USPH — Int/Div — Sold
SCSS — None — Sold (part)
SCSS — Int/Div — Sold
TRNO — Int/Div — Sold (part)
Adb6 — Sold
CVGW — Int/Div — Sold
ATHN — None — Buy (add'l)
ATHN — Sold
ATHN — None — Sold (part)
ATHN — Sold
HZNP — None — Sold
IRBT — None — Sold (part)
IRBT — Sold
IRBT — None — Sold
IRBT — None — Sold
IRBT — None — Sold (part)
IRBT — Sold
USAT — None — Sold (part)
USAT — Sold
USAT — Int/Div — Sold
QRVO — None — Sold
QRVO — hy — Sold
QRVO — Int/Div — Sold (part)
QRVO — Sold
EVDY — None — Sold
EVDY — Int/Div — Sold
TCBI — None — Sold
TXTR — None — Sold
TXTR — None — Sold
ZLTR — None — Sold
xIWM — Int/Div — Buy
xIWM — Buy (add'l)
xALKS — None — Buy
xCAT™™ — None — Buy
xSTE — Int/Div — Buy
xACHC — None — Buy
xALGN — None — Buy
xACC — Int/Div — Buy
xANSS — None — Buy
xATR — Int/Div — Buy
xAPAM — Int/Div — Buy
xBKL — Int — Buy
xBLKB — Int/Div — Buy
xBURL — None — Buy
xCEB — Int/Div — Buy
xCAA — Int/Div — Buy
xCPE — None — Buy
xCTLT — None — Buy
xCVCO — None — Buy
xCGNX — Int/Div — Buy
xCMmpP — Int/Div — Buy
xCSGP — None — Buy
xDORM — None — Buy
xDROQ — None — Buy
xEXPO — Int/Div — Buy
xFRC — Int/Div — Buy
xFIVE — None — Buy
xFIVE — None — Buy
xGBCI — Int/Div — Buy
xGHL — Int/Div — Buy
xHAR — Int/Div — Buy
xHTLD — Int/Div — Buy
xHIBB — None — Buy
xICU1 — None — Buy
xIBK( — Int/Div — Buy
xIDXX — None — Buy
xLGFA — None — Buy
xLGFB — None — Buy
xMKTX — Int/Div — Buy
xMKTX — None — Buy
xMCHP — Int/Div — Buy
xMAA — Int/Div — Buy
xMIDD — None — Buy
xMINI — Int/Div — Buy
x\NHI — Int/Div — Buy
xNGVC — None — Buy
x\NWL — Int/Div — Buy
xNDSN — Ine — Buy
xPRAA — None — Buy
xPAG — Int/Div — Buy
xPOR — Int/Div — Buy
xPOWI — Int/Div — Buy
xPINC — None — Buy
xPSMT — Int/Div — Buy
xPRA — Int/Div — Buy
xPRLB — None — Buy
xKWR — Int/Div — Buy
xQEP — None — Buy
xRPM — Int/Div — Buy
xROLL — None — Buy
xRBA — Int/Div — Buy
xSSNC — Int/Div — Buy
xSBNY — None — Buy
xSUI — Int/Div — Buy
xSMC1 — None — Buy
xSPN — None — Buy
xTMH — None — Buy
xTCBI — None — Buy
xTTC — Int — Buy
xTHS — None — Buy
xTUP — Int/Div — Buy
xTYL — None — Buy
xULTI — None — Buy
xUMPOQ — Int/Div — Buy
xURBN — None — Buy
xPAY — None — Buy
xWAB — None — Buy
xWAGE — Int/Div — Buy
xWBS — Int/Div — Buy
xWST — Int/Div — Buy
xZBRA — None — Buy
SSGAMoney Market Fund — Int/Div
NC HSG FIN BONDS — Interest
Highwoods Pptys Inc — Int/Div
Hooker Furniture — Int/Div
Equitey One Inc — Int/Div
Carter Bank and Trust — Int/Div
Calamos Growth Mutual Fund A — Int/Div
Mutual Series Mutual Shares A — Int/Div
Tempelton Growth Mutual Fund A — Int
Franklin Income Mutual Fund A — Int/Div
VFA-IRA Alliance Bernstien International Value — Int/Div
Valic Freedom Plus IRA Annuity (Porfolio Director Fixed and Variable) — Int/Div
AIG 401K
BSCFX — Int/Div
INTFX — Int/Div
VPMCX — Int/Div
VEXMX — Int/Div
FTISE — Int/Div
TGVAX — Int/Div
VINIX — Int/Div
VWELX — Int/Div
MEIAX — Int/Div
ISIVX — Int/Div
VBMFX — Int/Div
AIG Stable Value Fund — Interest
Sun America NODA — Int/Div
Jackson National NQDA — Int/Div
VFA TransAmenica Laarge Growth — hy
VFA Columbia Value — Int/Div
VFA Sterling Mid Cap Value — Int
VFA GWK Small Core — Int/Div
VFA Nuveen Intermediate Muni — Interest
VFA Intergrated Manager Account
CVS — Int/Div
A — Int/Div
A — Int/Div — Buy (add'l)
SBUX — Int/Div
493 — Int/Div
MSFT — Int/Div
AMGN — None — Sold
ATVI — Int/Div
CELG — None — Buy (add'l)
CERN — None
CHKP — None
DIS — Int
DIS — Int/Div — Sold
ECL — Int/Div
GILD — None
GOOG — None
IAC) — Int/Div — Sold
ORLY — None
ORLY — Int/Div — Sold
ORLY — Int/Div — Sold
ORLY — Int/Div — Buy (add'l)
BRCM — Int/Div — Sold
CRM — None
LOW — Int/Div
NXP — None
FB — None
NVDA — Int/Div
RHT — None
AKAM — None — Buy (add'l)
AKAM — Sold (part)
AKAM — Buy (add'l)
ILMN — None — Buy (add'l)
ILMN — Sold
BXLT — Int/Div — Sold
VRSK — None — Buy (add'l)
VRSK — Sold
TIX — None
TSCO — None — Buy (add'l)
INTC — Int/Div — Buy (add'l)
xQCOM — Int/Div — Buy
xNKE — Int/Div — Buy
xNKE — Buy (add'l)
xNKE — Buy (add'l)
xAGN — None — Buy
xGOOGL — None — Buy
xAPPL — Int/Div — Buy
xNOC — Int/Div — Buy
xNOC — Buy (add'l)
xSCHW — None — Buy
xACHC — None — Buy
xHRS — Int/Div — Buy
xHRS — Buy (add'l)
xINTU — Int/Div — Buy
xLULU — None — Buy
xLULU — Sold (part)
xMLM — None — Buy
xWOOF — None — Buy
xWOOF — Buy (add'l)
$50).
SPDR (cash) — Interest
Genworth Variable Life Insurance (Fixed Index Annuities) — Ine
$56.
SH).
Reimbursement — Middle District Bankruptcy Seminar — April 14-16 2016 — Durham, NC — scar — (lodging, food, transportation)
Spouse's income — 2016 — Vahe-Salary
This report is being amended to add VRTX at line 223 and the transactions associated with it.
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.