Emily Coody Marks

2018Annual

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Pull out the substance of this filing.

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.

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Emily Coody Marks | Frix