Jerry C. Oldshue jr

2014Initial

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 47

    investments

  • 4

    positions

  • 0

    gifts

  • 2

    agreements

  • 6

    debts

  • 0

    reimbursements

  • 3

    income

  • 3

    spouse income

Named parties

  • Rosen Harwood, PA
  • RCS Building, LLC
  • Tuscaloosa Riverfront Dvelopment, LLC
  • Synovus Bank
  • Capstone Bank
  • Regions Bank
  • Mississippi State University
  • Chase Bank
  • Rosen Harwood, PA. - Salary & Bonus
  • Rosen Harwood, PA - Salary & Bonus
  • Rosen Harwood, PA. -Salary & Bonus
  • Rosen Harwood, PA. « Attomey Salary
  • Rosen Harwood, PA. - Attomey Salary
  • Amencan Christian Academy - Teaching Salary

As filed

RCS Building, LLC — Distribution — Exempt

Rental House, Tuscaloosa County, Alabama — Rent — Exempt

Synovus Bank account — Interest — Exempt

Capstone Bank acount — Interest — Exempt

DFA USMICRO CAP — None — Exempt

MELON STABLE VALUE FUND — None — Exempt

VANGUARD EMERGING MKTS STOCK INX ADM — None — Exempt

VANGUARD TARGET RETIREMENT 2028 — None — Exempt

AMERICAN INCOME FUND OF AMERICA CLASS R — None — Exempt

FIDELITY SELECT NATURAL RESOURCES — None — Exempt

FIDELITY SELECT COMMERCIAL EQUIPMENT — None — Exempt

FIDELITY SELECT FINACIAL SERVICES — None — Exempt

FIDELITY SELECT SOFTWARE — None — Exempt

FIDELITY SELECT CONSUMER STAPLES — None — Exempt

FIDELITY SELECT ELECTRONICS — None — Exempt

WILLIAM BLAIR INTL GROWTH — None — Exempt

INVESCO INTL GROWTH — None — Exempt

HARDING LOEVNER EMERG MKTS ADV — None — Exempt

COLUMBIA SEL LARGE CAP VAL — None — Exempt

COLUMBIA SELECT LG CP GROWTH — None — Exempt

DAVIS NEW YORK VENTURE — None — Exempt

PRUDENTIAL JENNISON GROWTH — None — Exempt

JANUS FLEXIBLE BOND — None — Exempt

LORD ABBETT SHT DURATION INC — None — Exempt

AQR MANAGED FUTURES STRATEGY — None — Exempt

CALAMOS MARKET NEUTRAL INC — None — Exempt

DIAMOND HILL LONG-SHORT — None — Exempt

IVY MID CAP GROWTH — None — Exempt

RS VALLE — None — Exempt

RSSMALL CAP GROWTH — None — Exempt

RS PARTNERS — None — Exempt

MLPSELECT 40 — None — Exempt

BLACKROCK HI YIELD BD PTF INST — None — Exempt

VOYA GLOBAL REAL ESTATE — None — Exempt

PIMCO SHORT TERM — None — Exempt

PIMCO FOREIGN BD — None — Exempt

PIMCO SHORT-TERM 529 — None — Exempt

NORTHERN BOND INDEX 529 — None — Exempt

T. ROWE PRICE BALANCED 529 — None — Exempt

T. ROWE PRICE REAL ESTATE 529 — None — Exempt

T. ROWE PRICE LARGE CAP GROWTH £29 — None — Exempt

NORTHERN MID-CAP INDEX 529 — None — Exempt

NORTHERN SMALL CAP INDEX 529 — None — Exempt

LORD ABBETT DEVELOPING GROWTH 529 — None — Exempt

NORTHERN FUNDS INTERNATIONAL EQUITY INDEX 529 — None — Exempt

LAZARD EMERGING MARKETS 529 — None — Exempt

COHEN & STEERS DIVIDEND VALUE £29 — None — Exempt

Secretary (2013-2015), Rosen Harwood, PA

Manager (2013-2015), RCS Building, LLC

Manager (2013-2015), Tuscaloosa Riverfront Dvelopment, LLC

Sharcholder (2013-2015), Rosen Harwood, PA

Agreement — 09/222016 — Buyout agreement with Rosenharwood, P.A., former law firm

Agreement — 09/2272016 — Retirement Plan with Rosen Harwood, PA, former law firm.

Liability — Synovus Bank — Guarantee of RCS Building, LLC loan on interest in building

Liability — Capstone Bank — Guarantee of Rosen Harwood, PA, operating line of credit

Liability — Capstone Bank — Guarantee of Rosen Harwood, PA. equipment loan

Liability — Regions Bank — Guarantee of Rosen Harwood, PA, operating line of credit

Liability — Mississippi State University — Tuition im

Liability — Chase Bank — Credit Card

Income — 2013 — Rosen Harwood, PA. - Salary & Bonus — S169.500.24

Income — 2014 — Rosen Harwood, PA - Salary & Bonus — SI190.808 34

Income — 2015 — Rosen Harwood, PA. -Salary & Bonus — $140,305.96

Spouse's income — 2013 — Rosen Harwood, PA. « Attomey Salary

Spouse's income — 2014 — Rosen Harwood, PA. - Attomey Salary

Spouse's income — 2015 — Amencan Christian Academy - Teaching Salary

Part VII, Line | - Tuscaloosa Riverfront Development, LLC owns the Bank of Tuscaloosa Plaza, a four story, 108,000 sq/ft office building in Tuscaloosa Alabama

RCS Building, LLC is a 30% member of Tuscaloosa Riverfront Development, LLC. I currently own a 7.14% interest in RCS Building, LLC, but my appointment

to the bench triggered a buyout provision that the memebrs of RCS Building, LLC are in the process of completing. The goal is to comlete the buyout of my

interest before the end of 2015,

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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