Jeffrey Cavender

2017Initial

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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

  • 38

    investments

  • 6

    positions

  • 0

    gifts

  • 5

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 5

    income

  • 2

    spouse income

Named parties

  • Troutman Sanders LLP
  • Atlanta Bar Association Bankrupty Section
  • Berry College Planned Giving Council
  • American Bankruptey Institute Southeastern Workshop Advisory Board
  • University of Georgia Board of Visitors
  • Non-Family Insurance Trust
  • Taylor, Bean & Whitaker Plan Trust
  • Tavior, Bean & Whitaker Plan Trust
  • MS Realty, LLC (wages)

As filed

Suntrust Bank Cash Accounts — Interest — Exempt

Wells Fargo Bank Cash Accounts — Interest — Exempt

IRA Z(H)

American Funds AMCAP Fund-A — Int/Div — Exempt

American Funds American Balanced Fund- A — Int/Div — Exempt

American Funds Capital Income Builder-A — Int/Div — Exempt

American Funds Capital World Growth and Income Fund-A — Int/Div — Exempt

Amencan Funds Fundamental lnvestors-A — Int/Div — Exempt

American Funds The Growth Fund of Amenca-A — Int/Div — Exempt

American Funds New Perspective Fund-A — Int/Div — Exempt

American Funds New World Fund-A — Int/Div — Exempt

American Funds SMALLCAP World Fund-A — Int/Div — Exempt

American Funds Washington Mutual Investors Fund-A — Int/Div — Exempt

IRA £2 (H)

American Funds Capital Income Builders — Int/Div — Exempt

American Funds Capital World Growth and Income Fund — Int/Div — Exempt

Amencan Funds Fundamental Investors — Int/Div — Exempt

American Funds The Growth Fund of America — Int/Div — Exempt

American Funds New Perspective Fund — Int/Div — Exempt

Amencan Funds SMALLCAP World A — Int/Div — Exempt

Roth IRA #1 (H)

Fidelity Government Cash Reserves — Int/Div — Exempt

ACH Worldwide Inc. Common Stock — Int/Div — Exempt

Intel Corp. Common Stock — Int/Div — Exempt

Roth IRA 22 (H)

American Funds Capital World Growth & Income Fund A Shares — Int/Div — Exempt

SunTrust Bank Common Stock — Int/Div — Exempt

The CocaCola Company Common Stock — Int/Div — Exempt

Principal Financial Common Stock — Int/Div — Exempt

Troutman Sanders LLP Capital Account — None — Exempt

Troutman Sanders LLP Cash Balance Pension Plan (H)

Vanguard Target Retirement 2035 — Int/Div — Exempt

Troutman Sanders LLP Cash and Deferred Profit Sharing Plan (H)

Schwab Managed Retirement Target Fund 2035 1vV — Int/Div — Exempt

Troutman Sanders LLP Health Savings Account — None — Exempt

Guardian Whole Life Insurance Policy — None — Exempt

Metlife Whole Life Insurance Policy — None — Exempt

Webster Bank Health Savings Account — None — Exempt

Partner, Troutman Sanders LLP

Director, Chair, Atlanta Bar Association Bankrupty Section

Member, Berry College Planned Giving Council

Member, American Bankruptey Institute Southeastern Workshop Advisory Board

Member, University of Georgia Board of Visitors

Trustee, Non-Family Insurance Trust

Agreement — 2018 — Agreement with former firm Froutmian Sanders LLP relative to compensation paid for work performed 1/1/18 through 3/1/18 and return of Capital.

Agreement — 2011 — Troutman Sanders LLP Cash or Deferred Profit Sharing Plan

Agreement — 2006 — Troutman Sanders LLP Partners’ Cash Balance Pension Plan

Agreement — 2016 — Troutman Sanders LLP Health Savings Plan

Agreement — 2011 — Troutman Sanders LLP Partnership Agreement

Income — 2016 — Troutman Sanders LLP — S686.864.00

Income — 2016 — Taylor, Bean & Whitaker Plan Trust — SEX22.00

Income — 2007 — Troutman Sanders LLP — $657471.33

Income — 2017 — Tavior, Bean & Whitaker Plan Trust — S1.061.6%

Income — 208 — Troutman Sanders LLP — SO3. 18443

Spouse's income — 2017 — MS Realty, LLC (wages)

Spouse's income — 2018 — MS Realty, LLC (wages)

Part |. Positions:

| resigned as a partner of Troutman Sanders LLP effective March 1, 2018,

1 resigned as a member of the Berry College Planned Giving Council in February, 2018.

I resigned as member of the American Bankruptcy Institute Southeastern Workshop Advisory Board in February, 2018,

1 have advised the settlors of the Non-Family Insurance Trust identified in Part I of my need to resign as Trustee of the trust consistent with Canon 4E and

Advisory Opinion 96, and 1 am working with the settlors to effectuate 4 transition as soon as reasonably possible. Assets of the trust involve a whole life

insurance policy, and neither 1, my] vor any of my [ (1) receives income from the trust, or (2) has a beneficial interest in principal or

income from the trust. Therefore, there are no reportable assets in the Trust for purposes of Part VI of this Report. 1 receive no compensation for my service as

frustee.

Part 11. Agreements:

All compensation for services rendered while a partner of Troutman Sanders LLP has been paid and all Capital returned as of the date of this report.

My interest in the Troutman Sanders LLP Cash Balance Pension Plan was terminated in May, 2018 and all related funds have been transferred to IRA #1 identified

in Part VIL

My interest in the Troutman Sanders LLP Health Savings Plan was terminated, and all funds are currently on deposit with Webster Bank as indentified in Part VIL

Part T11-A. Non-lnvestment Income.

Nou-investment income from the Taylor, Bean & Whitaker Plan Trust represents distributions on a claim filed relative to severance benefits owed by a former

employer who filed for relief under Chapter 11 of the Bankruptcy Code.

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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