Julianna Michelle Childs
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
176
investments
1
positions
0
gifts
0
agreements
4
debts
14
reimbursements
0
income
2
spouse income
Named parties
- AA Advantage-American Airlines
- South Crest Bank
- First Citizens Bank
- United Mileage Plus Awards
- ABA
- American Law Institute
- Exterro
- National Judicial College
- Georgetown Umiversity School of Law
- Sandpiper Partners LLC
- I - 52)ary
- Dl - salary
As filed
I Properties — None
Wells Fargo Bank (cash) — Interest
South Carolina Community Bank (cash) — Interest
Carolinas Telco Federal Credit Union Account (cash) — Int/Div
Mass Mutual-Whole Life — Interest
Rental Property #1, Columbia, SC — Rent
Rental Property #2, Fayetteville, GA — Rent
Rental Property #3, Columbia, SC — Rent
Raintree Vacations Time Share — Ret
S29 PLANZ#1(H)
Columbia 529 Growth AG AGG TRK (CGAGX) — None
BROKERAGE #1 (H)
Morgan Stanley Bank NA (cash) — Interest
Amencan Fundamental Inv F2 (FINFX) — Int/Div — Buy (add'l)
Amencan Fundamental Inv F2 (FINFX) — Buy (add'l)
AQR Managed Futures Strategy (AQMIX) — None — Sold (part)
Blackstone ALT Multi-Strat Inst (BXMIX) — Int/Div
Brandes Intl Sm Cap Eq (BISMX) — Int/Div
Calvert Emerging Markets (CVMIX) — Int/Div — Buy
Deutsche GLB Infrastructure S (TOLSX) — Int/Div — Sold
Franklin Covertible SEC ADV (FCSZX) — Int/Div — Buy (add'l)
Guggenheim Total Return BD (GIBIX) — Int/Div — Buy
Invesco Diversified Dividend (LCEYX) — Int/Div — Sold
Invesco Premier Inst (1IPPXX) — Int/Div
IShares Edge MSCI Min Vol USA (USMY) — Int/Div — Buy
JPMorgan US Large Cap Core Pls UJLPSX) — Int/Div — Sold
Metropolitan West Tot Bd 1 (MWTIX) — Int/Div — Sold (part)
MSIF Global Franchise Inst (MSFAX) — Int/Div — Sold
PGIM (formerly Prudential) Jennison SM Comp Z (PSCZX) — Int/Div — Buy (add'l)
PGIM (formerly Prudential) Jennison SM Comp Z (PSCZX) — Buy (add'l)
Pimco EQS Long/Short Term P (PMHBX) — Int/Div — Buy (add'l)
Pimco Income P (PONPX) — Int/Div — Buy (add'l)
Principal Midcap Inst] (PCBIX) — Int/Div — Buy (add'l)
T Rowe Price Growth Stock ADV (PRGFX) — Int/Div — Buy (add'l)
T Rowe Price Growth Stock ADV (PRGFX) — Sold (part)
Tweedy Brown Global Val Fd (TBGVX) — Int/Div — Buy (add'l)
Tweedy Brown Global Val Fd (TBGVX) — Buy (add'l)
Virtus NWFLT MLTSEC SHTM BD (PIMSX) — Int/Div — Buy (add'l)
Virtus Vontobel EMRG MKT OPP (HIEMX) — Int/Div — Sold (part)
BROKERAGE 22 (H)
Morgan Stanley Bank (Cash) (X) — Interest
Morgan Stanley Unit Invstmt Trust — Interest
American Funds Europacific Growth Fund (AFPCX) — Int/Div
IRA Z(H)
AQR Managed Futures Strategy 1 (AQMIX) — None — Buy (add'l)
AQR Managed Futures Strategy 1 (AQMIX) — Buy (add'l)
AQR Managed Futures Strategy 1 (AQMIX) — Buy (add'l)
Blackstone Alt Mult-Strat Inst (BXMIX) — Int/Div — Buy (add'l)
Brandes Intl Small Cap Eq (BISMX) — Int/Div — Buy (add'l)
Brandes Intl Small Cap Eq (BISMX) — Buy (add'l)
Brandes Intl Small Cap Eq (BISMX) — Buy (add'l)
Brandes Intl Small Cap Eq (BISMX) — Buy (add'l)
Franklin Convertible Sec ADV (FCSZX) — Int/Div — Buy (add'l)
lavesco Diversified Div Y (LCEYX) — Int/Div — Buy (add'l)
lavesco Diversified Div Y (LCEYX) — Buy (add'l)
lavesco Diversified Div Y (LCEYX) — Buy (add'l)
lavesco Diversified Div Y (LCEYX) — Buy (add'l)
lavesco Diversified Div Y (LCEYX) — Buy (add'l)
Pimco EQS Long/Short Term P (PMHBX) — Int/Div — Buy (add'l)
Pimco EQS Long/Short Term P (PMHBX) — Buy (add'l)
Pimco EQS Long/Short Term P (PMHBX) — Buy (add'l)
Pimco Income P (PONPX) — Int/Div — Buy (add'l)
Pincipal Midcap Inst (PCBIX) — Int/Div — Buy (add'l)
Pincipal Midcap Inst (PCBIX) — Buy (add'l)
PGIM (formerly Prudential) Jennison Sm Comp Z (PSCZX) — Int/Div — Buy (add'l)
PGIM (formerly Prudential) Jennison Sm Comp Z (PSCZX) — Buy (add'l)
PGIM (formerly Prudential) Jennison Sm Comp Z (PSCZX) — Buy (add'l)
PGIM (formerly Prudential) Jennison Sm Comp Z (PSCZX) — Buy (add'l)
T Rowe Price Growth Stock (PRGFX) — Int/Div — Buy (add'l)
T Rowe Price Growth Stock (PRGFX) — Buy (add'l)
T Rowe Price Growth Stock (PRGFX) — Buy (add'l)
T Rowe Price Growth Stock (PRGFX) — Buy (add'l)
Tweedy Brown Global Val Fd (TBGVX) — Int/Div — Buy (add'l)
Tweedy Brown Global Val Fd (TBGVX) — Buy (add'l)
Tweedy Brown Global Val Fd (TBGVX) — Buy (add'l)
Tweedy Brown Global Val Fd (TBGVX) — Buy (add'l)
Virtus Vontobel Emerg Mkt Opp (HIEMX) — Int/Div — Buy (add'l)
Virtus Vontobel Emerg Mkt Opp (HIEMX) — Buy (add'l)
IRA £2 (H)
Morgan Stanley Bank (Cash) (X) — Interest
IShares Edge MSCI Min Vol USA (USMV) — Int/Div — Buy
IShares Edge MSCI Min Vol USA (USMV) — Buy (add'l)
IShares Edge MSCI Min Vol USA (USMV) — Buy (add'l)
IShares Edge MSCI Min Vol USA (USMV) — Buy (add'l)
IShares Edge MSCI Min Vol USA (USMV) — Buy (add'l)
IShares Edge MSCI Min Vol USA (USMV) — Buy (add'l)
AMERICAN FUNDAMENTAL INV F2 {FINFX) — Int/Div — Buy (add'l)
AMERICAN FUNDAMENTAL INV F2 {FINFX) — Sold (part)
AMERICAN FUNDAMENTAL INV F2 {FINFX) — Sold (part)
AMERICAN FUNDAMENTAL INV F2 {FINFX) — Sold
AMERICAN GW FD OF AMERICA F2 {GFFFX) — Int/Div — Sold (part)
AMERICAN GW FD OF AMERICA F2 {GFFFX) — Sold (part)
AMERICAN GW FD OF AMERICA F2 {GFFFX) — Sold (part)
AMERICAN GW FD OF AMERICA F2 {GFFFX) — Buy (add'l)
AMERICAN GW FD OF AMERICA F2 {GFFFX) — Buy (add'l)
AMERICAN WA MUTUAL F2 (WMFFX) — Int/Div — Buy
AMERICAN WA MUTUAL F2 (WMFFX) — Buy (add'l)
AQR MNGD FUTURES STRAT (AQMIX) — None — Buy (add'l)
AQR MNGD FUTURES STRAT (AQMIX) — Sold (part)
AQR MNGD FUTURES STRAT (AQMIX) — Buy (add'l)
BLACKSTONE ALT MULT-STRAT INST (BXMIX) — Int/Div — Buy (add'l)
DEUTSCHE GLB INFRASTRUCTURE S (TOLSX) — Int/Div — Buy (add'l)
DEUTSCHE GLB INFRASTRUCTURE S (TOLSX) — Sold
FRANKLIN CONVERTIBLE SEC ADV (FCSZX) — Int/Div — Buy (add'l)
FRANKLIN CONVERTIBLE SEC ADV (FCSZX) — Buy (add'l)
FRANKLIN CONVERTIBLE SEC ADV (FCSZX) — Sold (part)
FRANKLIN CONVERTIBLE SEC ADV (FCSZX) — Buy (add'l)
FRANKLIN CONVERTIBLE SEC ADV (FCSZX) — Buy (add'l)
Guggenheim Total Return BD (GIBIX) — Int/Div — Buy
Guggenheim Total Return BD (GIBIX) — Buy (add'l)
HARTFORD INTL VALUE HH {HILIX) — Int/Div — Buy (add'l)
HARTFORD INTL VALUE HH {HILIX) — Sold (part)
HARTFORD INTL VALUE HH {HILIX) — Sold (part)
HARTFORD INTL VALUE HH {HILIX) — Sold (part)
HARTFORD INTL VALUE HH {HILIX) — Buy (add'l)
HARTFORD INTL VALUE HH {HILIX) — Buy (add'l)
HARTFORD INTL VALUE HH {HILIX) — Buy (add'l)
HARTFORD INTL VALUE HH {HILIX) — Buy (add'l)
INVESCO DIVERSIFIED DIVIDEND Y (LCEYX) — Int/Div — Buy (add'l)
INVESCO DIVERSIFIED DIVIDEND Y (LCEYX) — Sold (part)
INVESCO DIVERSIFIED DIVIDEND Y (LCEYX) — Sold (part)
INVESCO DIVERSIFIED DIVIDEND Y (LCEYX) — Sold (part)
INVESCO DIVERSIFIED DIVIDEND Y (LCEYX) — Buy (add'l)
INVESCO DIVERSIFIED DIVIDEND Y (LCEYX) — Buy (add'l)
INVESCO DIVERSIFIED DIVIDEND Y (LCEYX) — Buy (add'l)
INVESCO PREMIER INST (IPPXX) — Int/Div — Buy (add'l)
INVESCO PREMIER INST (IPPXX) — Buy (add'l)
INVESCO PREMIER INST (IPPXX) — Buy (add'l)
JOHN HANCOCK INTL GROWTH 1GOGIX) — Int/Div — Sold (part)
JOHN HANCOCK INTL GROWTH 1GOGIX) — Sold (part)
JOHN HANCOCK INTL GROWTH 1GOGIX) — Sold (part)
JOHN HANCOCK INTL GROWTH 1GOGIX) — Sold (part)
JOHN HANCOCK INTL GROWTH 1GOGIX) — Buy (add'l)
JOHN HANCOCK INTL GROWTH 1GOGIX) — Buy (add'l)
JPMORGAN US LG CP CORE PLS JLpPSx) — None — Buy (add'l)
JPMORGAN US LG CP CORE PLS JLpPSx) — Sold (part)
JPMORGAN US LG CP CORE PLS JLpPSx) — Sold
LAZARD EMERG MKTS CORE EQ 1 {ECEIX) — Int/Div — Sold (part)
LAZARD EMERG MKTS CORE EQ 1 {ECEIX) — Sold
METROPOLITAN WEST TOT RET BD IMWTIX) — Int/Div — Buy (add'l)
METROPOLITAN WEST TOT RET BD IMWTIX) — Sold (part)
METROPOLITAN WEST TOT RET BD IMWTIX) — Buy (add'l)
METROPOLITAN WEST TOT RET BD IMWTIX) — Sold (part)
PGIM (FORMERLY PRUDENTIAL) JENNISON SM COMP Z (PSCZX) — Int/Div — Buy (add'l)
PGIM (FORMERLY PRUDENTIAL) JENNISON SM COMP Z (PSCZX) — Buy (add'l)
PGIM (FORMERLY PRUDENTIAL) JENNISON SM COMP Z (PSCZX) — Buy (add'l)
PGIM (FORMERLY PRUDENTIAL) JENNISON SM COMP Z (PSCZX) — Buy (add'l)
PIMCO EQS LONG/SHORT P (PMHBX) — Int/Div — Buy (add'l)
PIMCO EQS LONG/SHORT P (PMHBX) — Buy (add'l)
PIMCO EQS LONG/SHORT P (PMHBX) — Buy (add'l)
PIMCO INCOME P (PONPX) — Int/Div — Buy (add'l)
PIMCO INCOME P (PONPX) — Sold (part)
PIMCO LOW DURATION 12 — Int/Div — Buy
PRINCIPAL MIDCAP INSTL(PCBIX) — Int/Div — Sold (part)
PRINCIPAL MIDCAP INSTL(PCBIX) — Sold (part)
PRINCIPAL MIDCAP INSTL(PCBIX) — Buy (add'l)
PRINCIPAL MIDCAP INSTL(PCBIX) — Buy (add'l)
PRINCIPAL MIDCAP INSTL(PCBIX) — Buy (add'l)
T ROWE PRICE GROWTH STOCK {PRGFX) — Int/Div — Sold (part)
T ROWE PRICE GROWTH STOCK {PRGFX) — Sold (part)
T ROWE PRICE GROWTH STOCK {PRGFX) — Sold (part)
T ROWE PRICE GROWTH STOCK {PRGFX) — Buy (add'l)
T ROWE PRICE GROWTH STOCK {PRGFX) — Buy (add'l)
T ROWE PRICE GROWTH STOCK {PRGFX) — Buy (add'l)
TWEEDY BROWN GLOBAL VALUE FD (TBGVX) — Int/Div — Buy (add'l)
TWEEDY BROWN GLOBAL VALUE FD (TBGVX) — Sold (part)
TWEEDY BROWN GLOBAL VALUE FD (TBGVX) — Sold (part)
TWEEDY BROWN GLOBAL VALUE FD (TBGVX) — Sold (part)
TWEEDY BROWN GLOBAL VALUE FD (TBGVX) — Buy (add'l)
TWEEDY BROWN GLOBAL VALUE FD (TBGVX) — Sold (part)
TWEEDY BROWN GLOBAL VALUE FD (TBGVX) — Buy (add'l)
VIRTUS NWFLT MLTSEC SHTM BD (PIMSX) — Int/Div — Buy (add'l)
VIRTUS NWFLT MLTSEC SHTM BD (PIMSX) — Sold (part)
VIRTUS NWFLT MLTSEC SHTM BD (PIMSX) — Sold (part)
VIRTUS VONTOBEL EMRG MKT OPP {HIEMX) — None — Sold (part)
VIRTUS VONTOBEL EMRG MKT OPP {HIEMX) — Sold
President
Liability — AA Advantage-American Airlines — Credit Card
Liability — South Crest Bank — Mortgage on Rental Property #2
Liability — First Citizens Bank — Mortgage on Rental Property #3
Liability — United Mileage Plus Awards — Credit Card
Reimbursement — ABA — 17252018 - 1/27/2018 — Whistler, British Columbia — Section of Litigation, 2018 Joint CLE Seminar — Lodging, Airfare, Ground Transportation
Reimbursement — of Federal Trial Judge's Midyear Meeting
Reimbursement — Rights and Humanitarian Law
Reimbursement — Responsibilities Committee Mid-Winter Meeting
Reimbursement — ABA — S/12018 « 5/4/2018 — San Diego, CA — 2018 Litigation Section Annual Conference — Lodgimg, Airfare, Ground Transportation
Reimbursement — American Law Institute — 5/212018 - 5/23/2018 — Washington, D.C — 95th Annual Meeting — Lodging, Special Event Ticket, Airfare, Ground Transportation
Reimbursement — re: Diversifying Leadership Positions mm Law — Transportation
Reimbursement — ABA — 7726/2018 « 7/282018 — Santa Fe, NM — Current Developments in Employment Law — Airfare, Lodging, Ground Transportation, Meals
Reimbursement — po gereriry a date — National Conference of Federal Trial Judges
Reimbursement — Exterro — 100212018 10/23/2018 — Portland, OR — Fusion eDiscovery Conference — Aarfare, Lodging, Ground Transportation
Reimbursement — 10/23/2018 — and Economics of Criminal Justice Reform — Transportation es
Reimbursement — National Judicial College — 117522018 « 1 1/82018 — Reno, NV — Designing & Presenting Programs Effectively — Airfare, Lodging, Ground Transportation
Reimbursement — Georgetown Umiversity School of Law — 111520181 1/16/7201 — Washmgton, DC — 15th Annual Advanced eDiscovery Instinute — Airfare, Ground Trunsportation, Lodging
Reimbursement — Sandpiper Partners LLC — 12/122018-12/13201 — New York, NY — Innovation mn e-Discovery Conference — Aarfare, Ground Transportation, Lodging
Spouse's income — 2018 — I - 52)ary
Spouse's income — 2018 — Dl - salary
Part VIL line 5: Previously J : sce 2017. line 5.
Part VII, line 9: The right to use or rent is not restricted to a specific location,
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.
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.