A. Marvin Quattlebaum jr

2018Annual

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Pull out the substance of this filing.

What was filed

  • 88

    investments

  • 3

    positions

  • 0

    gifts

  • 3

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Nelson Mullins Law Firm
  • Greater Greenville YMCA
  • Christ Church Episcopal School
  • Nelson Mullins compensation

As filed

Future Scholar 529 Plan (H)

Columbia Conservative E Agg Track — Interest

Future Scholar 529 Plan (H)

Columbia Bank Deposit 529 E — Interest

Future Scholar 529 Plan (H)

Columbia Bank Deposit Plan — Interest

AT&T, Inc — Int/Div

LO Janus Henderson IRA (H) Account (H)

Janus Henderson Research D Shr — Int/Div

Foster Victor IRA (H)

FMI International — Int/Div — Sold

JP Morgan Divers Ret US Mid Cp Eq ETF — Int/Div

JP Morgan Diversified Return US Eq ETF — Int/Div

Schwab US Large-Cap Value ETF — Int/Div

Schwab US Large-Cap Growth ETF — Int/Div

Vanguard REIT ETF — Int/Div — Sold

American Funds New World FI — Int/Div

PIMCO Income D — Int/Div — Sold

JP Morgan Divers Ret US Small Cap Eq ETF — Int/Div

Prudential Short-Term Corporate Bd Z — Int/Div

MFS Intemational New Discovery A — Int/Div

JP Morgan Core Plus Bond A — Int/Div — Sold

T. Rowe Price Emerging Markets Bond — Int/Div — Sold

Doubleline Total Return Bond N — Int/Div — Sold

Ishares MSCI EAFE Small-Cap ETF — Int/Div — Sold

Ishares Edge Min VOIEAFE E11 — Int/Div

Vanguard Total Bond Mkt Index Admiral Shr — Int/Div — Sold

Vanguard Extended Market Index Fd ADM SHRS — Int/Div — Sold

Prudential Total Return Bd Q — Int/Div — Sold

Vanguard Total Int) St Index Admiral — Int/Div — Sold

Schwab S&P 500 Index FD — Int/Div — Sold

PPL Corporation — Int/Div

Genuine Parts Co — Int/Div

Altria Group Inc — Int/Div

Alliant Energy Corp — Int/Div

Compass Minerals Int — Int/Div

Lamar Advertising Co REIT — Int/Div

Pepsico Incorporated — Int/Div

Emerson Electric Co — Int/Div

Vernzon Commumcation — Int/Div

Amer Electric Power Co — Int/Div

Southern Company — Int/Div

Hanesbrands Inc — Int/Div

Wells Fargo Bank — Int/Div

BB&T Corporation — Int/Div

Amgen Inc — Int/Div

Johnson & Johnson — Int/Div

Ventas Inc REIT — Int/Div

Wellwower REIT — Int/Div

Procter & Gamble — Int/Div

Duke Energy Corp — Int/Div

Pfizer Incorporated — Int/Div

PIMCO Income Class A — Int/Div

Phillip Morris Intl — Int/Div

Dominion Energy Inc — Int/Div

General Mills — Int/Div

Enbridge Inc — Int/Div

Realty Incm Corp REIT — Int/Div

Loomis Sayles Core Plus Bond Fund C1 A — Int/Div

T. Rowe Price Real Estate Fund Iny — Int/Div

United Parcel Sryve — Int/Div

Oakmark Int] Fund Inv — Int/Div

T. Rowe Price Blue Chip Growth Fd Inv — Int/Div

T Rowe Price Oversease Stock Fund Inv — Int/Div

Schwab Bank Cash Sweep — Interest

PIMCO Total Return Fund C1 A — Int/Div

FVWA Joint Account (H)

Fidelity Adv LTD Term Muni INCM Fd A — Int/Div

JP Morgan Diversified Return US Mid — Int/Div

JP Morgan Diversified Return US Small — Int/Div

JP Morgan Diversified Return US Equity — Int/Div

MFS Intl New Discovery A — Int/Div

Nuveen High Yield Muni Bond Fund Cl A — Int/Div

American Fund New World Fd C1 FI — Int/Div

Oakmark Intl Fd Inv — Int/Div

Prudential Short Term Corp Bd C1 Z — Int/Div — Sold

PIMCO Income C1 A — Int/Div

T. Rowe Price Emerging Mkts Bond Fd Inv — Int/Div

T. Rowe Price Tax Free Short Interim Inv — Int/Div

Schwab US Large Cap Growth ETF — Int/Div

Schwab US Large Cap Value ETF — Int/Div

Deutsche Managed Mum Bd C1 S — Int/Div

Schwab Value Advantage Money Fund — Int/Div

Vanguard Real Estate ETF — Int/Div — Sold

T. Rowe Price Oversease Stock Fund Inv — Int/Div

T. Rowe Price Real Estate Fund Inv — Int/Div

Schwab Bank Cash Sweep — Int/Div

Ishares Edge MSCI Min Vol EAFE ETF — Int/Div

Partner, Nelson Mullins Law Firm

Director, Greater Greenville YMCA

Director, Christ Church Episcopal School

Agreement — 1997 — Nelson Mullins Partnership Agreement (1 am no longer a participant, but was during reporting penod)

Agreement — 1989 — Nelson Mullins Retirement Account (401K and Profit Sharing) (1 am no longer a participant but was during the reporting period)

Agreement — 3203 — Nelson Mullins Partnership Deferred Compensation Plan (1am no longer a participant but was during the reporting period)

Income — 2018 — Nelson Mullins compensation — $269.830.00

1. Regading the Nelson Mullins Partnership Agreement referenced m Section 11, | ceased to be a party to that agreement on March 16, 2018 when | left my old firm

to become a United States District Court Judge. Under the terms of the agreement, my capital account was paid in equal six month installments beginning in April

2018.

2. The amounts 1 contributed to the Nelson Mulling Partnership Deferred Compensation Plan referenced in Section 11 and Section IV have been distributed and are

now in the Foster Victor accounts referenced in Section VIL

3. The Foster Victor IRA and FVWA Joint Account listed in lines 10-88 reflect the information about that account as of 12/31/2018. The amounts in the IRA have

since been reinvested, along with the proceeds from other retirement funds associated with my old firm into the FVWA IRA and FVWA Joint Account described

in section VII. Therefore, the value codes that were in the prior FDR have been deleted in this updated FDR,

5. 1 ceased to be a participant in the Nelson Mullins Retirement Account listed in Section 11 and Section VIT when 1 let Nelson Mullins on March 16, 2018 to be a

United States District Court Judge. The amounts in that account have been dsitributed to the FVWA IRA and the FVWA Jot Account described in Section VIL

6. In section |, | am listed as a partner at the Nelson Mullins Law Firm. | ceased being a partner wath that firm on March 16, 2018 to be a United State District

Court Judge.

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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A. Marvin Quattlebaum jr | Frix