Emily Coody Marks
2018Annual
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What was filed
175
investments
4
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- JobMarks. Inc
- Federal Defenders for the Middle District of Alabama
- Ball, Ball, Matthews & Novak, PA
- Alabama State Bar Volunteer Lawyers Program
- Ball, Bull, Matthews & Novak, PA (salary)
- Self-employed (staffing executive)
As filed
ServisFirst (cash) — Interest
Wells Fargo (cash) — Interest
ServisFirst JobMarks, Inc. Operating Account (cash) — None
ServisFirst JobMarks, Inc. Payroll Account (cash) — None
Rapid-Paycard Account JobMarks, Ine (cash) — None
ServisFirst ZeldaMarks. LLC Cash Account — None
JobMarks. Inc — Int/Div
Rental Property #1, Montgomery, Alabama — Reat
Brokerage Acct #1 (H)
Fidelity Govemment Money Market Fund (SPAXX) (cash equivalent) — Int/Div
Fidelity S00 Index Fund {formerly Premium Class) (FXAIX) — Int/Div
Fidelity Small Cap Index Fund (formerly Premium Class) (FSSNX) — Int/Div
Fidelity Mid Cap Index Fund (formerly Premium Class) (FSMDX) — Int/Div
OakMark Intl Investor Cl (OAKIX) — Int/Div
Vanguard Health Care Investor (VGHCX) — Int/Div
Fidelity Municipal Money Market Fund (FTEXX) (Cash equivalent) — Int/Div
IRA #1 (H)
Fidelity Contrafund (FCNTX) — Int/Div
Artisan Internat! Investor Class (ARTIX) — Int/Div
IRA #2 (H)
Fidelity S00 Index Fund (formerly Premium Class) (FXAIX) — Int/Div
Fidelity Low Priced Stock (FLPSX) — Int/Div — Buy (add'l)
Amana Mutual Fund Trust Growth (AMAGX) — Int/Div
Artisan Internat] Investor Class (ARTIX) — Int/Div
Janus Henderson Triton T UATTX) — Int/Div — Buy (add'l)
Eaton Vance Floating Rate Advantage C1 A (EAFAX) — Int/Div
Janus Henderson Short-Term Bond T JASBX) — Int/Div
Pimeo Income Fund C1 A (PONAX) (formerly C1 D (PONDX)) — Int/Div
Thompson Bond Fund (THOPX) — Int/Div
IRA #3 (H)
Fidelity Intl Enhanced Idex Fund (FIENX) — Int/Div
Amana Mutual Fund Trust Growth (AMAGX) — Int/Div
Fidelity Total Bond (¥ 1BFX) — Int/Div
Pimeo Income Fund CI A (formerly D) (PONAX) — Int/Div
UTMA #1 (H)
Fidelity Contrafund (FCNTX) — Int/Div — Buy (add'l)
Fidelity Low Priced Stock (FLPSX) — Int/Div
shares Core S&P SOO ETF (IVV) — Int/Div
UTMA 22 (H)
Fidelity Contrafund (FONTX) — Int/Div — Buy (add'l)
Fidelity Low Priced Stock (FLPSX) — Int/Div
shares Core S&P SOO L1F (IVV) — Int/Div — Buy (add'l)
IRA #4 (H)
Fidelity Low Priced Stock (FLPSX) — Int/Div
Janus Henderson Triton T UATTX) — Int/Div
Non-prototype (H)
Fidelity Government Cash Reserves Account (FDRXX) (Cash equiv) — Int/Div
Fidelity Total MKT Index Premium Cl (FSTVX) — Int/Div
Fidelity Contrafund (FCNTX) — Int/Div
Fidelity Strategic Dividend & Income (FSDIX) — Int/Div
Amana Mutual Trust Fund Growth (AMAGX) — Int/Div
Oakmark Intl Investor Cl (OAKIX) — Int/Div
Janus Henderson Triton T UAT1TX) — Int/Div
Laudus International Marketmasters Inv Cl (SWOIX) — Int/Div
Fidelity Total Bond (FTBFX) — Int/Div
Loomis Sayles Bond Retail Shares (LSBRX — Int/Div
TCW Total Return Bond Class N (TGMNX) — Int/Div
TCW Core Fixed Income Class N (TGFNX) — Int/Div
Thompson Bond Fund (THOPX) — Int/Div
Brokerage Acct #2 (H)
AT&T Inc(T) — Int/Div — Buy
AT&T Inc(T) — Sold
Abbott Laboratories (ABT) (X) — Int/Div
Accenture PLC (ACN) — None — Buy
Alphabet Inc C1 C (GOOG) — None — Buy
Alphabet Inc C1 C (GOOG) — Sold (part)
Alphabet Inc C1 C (GOOG) — Sold (part)
Alphabet Inc C1 A (GOOGL) — None — Buy
Alphabet Inc C1 A (GOOGL) — Sold (part)
Alphabet Inc C1 A (GOOGL) — Sold (part)
Amazon.Com Inc (AMZN) — None — Buy
Amazon.Com Inc (AMZN) — Buy (add'l)
Amazon.Com Inc (AMZN) — Sold (part)
Amgen Inc (AMGN) (X) — Int/Div
Apple Inc (AAPL) — Int/Div — Buy
Apple Inc (AAPL) — Sold (part)
Bank of America Corp (BAC) — Int/Div — Buy
Bank of America Corp (BAC) — Sold
Bank of America Corp (BAC) — Buy
Bank New York Mellon (BK) (X) — Int/Div — Buy (add'l)
Becton Dickinson Co (BDX) — Int/Div — Buy
Becton Dickinson Co (BDX) — Buy (add'l)
Berkshire Hathaway Inc Del C1 B New (BRKB) — None — Buy
Booking Hldgs Inc Com (BKNG) — None — Buy
Booking Hldgs Inc Com (BKNG) — Sold
Booking Hldgs Inc Com (BKNG) — Buy
Booking Hldgs Inc Com (BKNG) — Sold
Booking Hldgs Inc Com (BKNG) — Buy
Bristol Myers Squibb (BMY) (X) — Int/Div
Broadcom Inc (AVGO) (X) — Int/Div
Caterpallar (CAT) (X) — Int/Div
Chevron Corp New Com (CVX) — Int/Div — Buy
Chubb Ltd (CB) — None — Buy
Cisco Sys Ine Com (CSCO) — Int/Div — Buy
Citigroup Inc Com New (C) — Int/Div — Buy
Citigroup Inc Com New (C) — Sold
Coca Cola Co (KO) (X) — Int/Div — Buy (add'l)
Comcast Corp New C1 A (CMCSA) — Int/Div — Buy
Costco Wholesale Corp (COST) (X) — Int/Div — Sold
Danaher Corp (DHR) (X) — Int/Div
Disney Walt Co (DIS) — Int/Div — Buy
Disney Walt Co (DIS) — Sold
Disney Walt Co (DIS) — Buy
Exxon Mobil Corp (XOM) — Int/Div — Buy
Exxon Mobil Corp (XOM) — Buy (add'l)
Exxon Mobil Corp (XOM) — Sold
Facebook Inc Com (FB) — None — Buy
Facebook Inc Com (FB) — Buy (add'l)
Facebook Inc Com (FB) — Sold (part)
Facebook Inc Com (FB) — Buy (add'l)
Home Depot Inc Com (HD) — Int/Div — Buy
Home Depot Inc Com (HD) — Sold
Home Depot Inc Com (HD) — Buy
Honeywell Intl lnc (HON) — Int/Div — Buy
Honeywell Intl lnc (HON) — Sold
Intel Corp (INTC) — Int/Div — Buy
Intl Business Mach (IBM) — Int/Div — Buy
Intl Business Mach (IBM) — Sold
Intl Business Mach (IBM) — Buy
Intuitive Surgical Inc Com New (ISRG) — None — Buy
Intuitive Surgical Inc Com New (ISRG) — Sold
Intuitive Surgical Inc Com New (ISRG) — Buy
Intuitive Surgical Inc Com New (ISRG) — Sold
JPMorgan Chase & Co (JPM) — Int/Div — Buy
JPMorgan Chase & Co (JPM) — Sold (part)
JPMorgan Chase & Co (JPM) — Sold
Johnson & Johnson (JNJ) — Int/Div — Buy
Lilly Eli & Co (LLY) (X) — Int/Div
Lockheed Martin Corp (LMT) — None — Buy
Mastercard Incorporated C1 A (MA) — Int/Div — Buy
Mastercard Incorporated C1 A (MA) — Sold (part)
McDonalds Corp (MCD) — Int/Div — Buy
Merck & Co Inc New Com (MRK) — Int/Div — Buy
Microsoft Corp (MSFT) — Int/Div — Buy
Netflix Com Ine Com (NFLX) — None — Buy
Netflix Com Ine Com (NFLX) — Buy (add'l)
Nextera Energy (NEE) (X) — Int/Div
Northrup Grumman Corp (NOC) (X) — Int/Div — Buy (add'l)
Oracle Corp Com (ORCL) — Int/Div — Buy
Paypal Hidgs Inc Com (PYPL) — None — Buy
Paypal Hidgs Inc Com (PYPL) — Sold
Paypal Hidgs Inc Com (PYPL) — Buy
Pepsico Inc (PEP) — Int/Div — Buy
Pfizer Inc (PFE) — Int/Div — Buy
Philip Morris Intl Inc Com (PM) — Int/Div — Buy
Procter & Gamble Co Com (PG) — Int/Div — Buy
Raytheon Co (RTN) — Int/Div — Buy
Salesforce Com Inc (CRM) — None — Buy
Salesforce Com Inc (CRM) — Buy (add'l)
Thermo Fisher Scientific (TMO) — Int/Div — Buy
US Bancorp (LSB) — Int/Div — Buy
US Bancorp (LSB) — Buy (add'l)
Unitedhealth Group (UNH) — Int/Div — Buy
United Technologies Corp (UTX) (X) — Int/Div — Sold
Verizon Communications (VZ) — Int/Div — Buy
Visa Inc Com CIA (V) — Int/Div — Buy
Visa Inc Com CIA (V) — Buy (add'l)
Visa Inc Com CIA (V) — Sold (part)
Walmart Inc Com (WMT) — Int/Div — Buy
Wells Fargo Co New Com (WFC) — Int/Div — Buy
Wells Fargo Co New Com (WFC) — Sold
Wells Fargo Co New Com (WFC) — Buy
Wells Fargo Co New Com (WFC) — Sold (part)
Weyerhaeuser Co (WY) — Int/Div — Buy
Weyerhaeuser Co (WY) — Sold
Brokerage Acct #3 (H)
Infimary Health Sys Spl Care Facs Fing Auth Mob Ala (45663INAZSY (X) — Interest
Prattville Ala Wir Wks Brd Wir Rev Bds 2018 (740053HP IHX) — Interest
Troy Ala Pub Ed] Bldg Auth Ed] Facs Rey Educ Fac (89T32TBNM (XX) — Interest
IRA 25 (H)
Vanguard 500 Index Fund Adm (VFIAX) — Int/Div
AL 529 Acct #1 (H)
Alabama's 529 Vanguard Age-Based Aggressive Portfolio — None
AL 529 Acct #2 (H)
Alabama's 529 Vanguard Age-Based Aggressive Portfolio — None
Vice President, JobMarks. Inc
Director, Federal Defenders for the Middle District of Alabama
Partner, Ball, Ball, Matthews & Novak, PA
Officer, Alabama State Bar Volunteer Lawyers Program
Income — 2018 — Ball, Bull, Matthews & Novak, PA (salary) — S35.847.38
Spouse's income — 2018 — Self-employed (staffing executive)
Part 1, lines 1-4: These positions ended upon taking the bench.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
Part VII, lines 8, 20, 34, 35, 38, und 43 of the Nomination report are not reportable in this cycle (2018), There are no corresponding reportable transactions.
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.