Susan Webber Wright
2016Annual
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What was filed
208
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- FOUR (4) FAMILY TRUSTS - see note in Part VIII
- ELAN
As filed
TIAA/CREF-1 S403(h) - Traditional Fixed Annuity — Interest — Sold (part)
Simmons Bank Account — Interest
Family Trust (MSDW 08991 )HMEB (H)
IShares S&P 500 Growth ETF — Int/Div — Sold
IShares S&P Midcap 400 Index — Int/Div — Sold
IShares S&P Midcap 400 Index — Buy
IShares S&P Midcap 400 Index — Buy (add'l)
IShares S&P Midcap 400 Index — Buy (add'l)
IShares S&P Midcap 400 Index — Sold
Virtus Multi Sect Sht Trm BDI (PIMSX) — Int/Div — Buy (add'l)
Virtus Multi Sect Sht Trm BDI (PIMSX) — Buy (add'l)
Virtus Multi Sect Sht Trm BDI (PIMSX) — Buy (add'l)
Virtus Multi Sect Sht Trm BDI (PIMSX) — Sold (part)
Virtus Multi Sect Sht Trm BDI (PIMSX) — Sold
FIRST TRUST NORTH AMERICAN E (EMLP) — None — Sold (part)
FIRST TRUST NORTH AMERICAN E (EMLP) — Sold
FIRST TRUST DORSEY WRIGHT FO (FV) — Int/Div — Sold (part)
FIRST TRUST DORSEY WRIGHT FO (FV) — Sold (part)
FIRST TRUST DORSEY WRIGHT FO (FV) — Sold (part)
FIRST TRUST DORSEY WRIGHT FO (FV) — Sold
FIRST TRUST DW FOCUS S INTL UIFY) — None — Sold (part)
FIRST TRUST DW FOCUS S INTL UIFY) — Sold
ISHARES RUSSELL 2000 GROWTH ETF (TWO) — None — Sold
SPDR NUVEEN BARCLAYS CAPITAL MI(TFh — Int/Div — with line 25)
FIRST TRUST SENIOR LOAN FUND (FTSL) — Int/Div — Buy (add'l)
FIRST TRUST SENIOR LOAN FUND (FTSL) — Buy (add'l)
FIRST TRUST SENIOR LOAN FUND (FTSL) — Sold (part)
FIRST TRUST SENIOR LOAN FUND (FTSL) — Sold
FIRST TRUST TECH ALPHA ETF (FXL) — None — Sold (part)
FIRST TRUST TECH ALPHA ETF (FXL) — Sold
GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Int/Div — Sold (part)
GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Buy (add'l)
GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Buy (add'l)
GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Buy (add'l)
GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Sold
GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Buy
GUGGENHEIM S&P 500 EQU WEIGHT (RSP) — Sold
J ISHARES US FINANCIALS ETF (IYF) — None — Sold
POWERSH DWA TECH LEAD PTF ETF (PDP) — None — Sold
POWERSHARES PREFERRED PORT (PGX) — Int/Div — Buy (add'l)
POWERSHARES PREFERRED PORT (PGX) — Sold (part)
POWERSHARES PREFERRED PORT (PGX) — Sold
POWERSHARES S&P 500 LOW VOLA (SPLV) — Int/Div — Sold
PROSHARES TR S&P 500 DV ARIST (NOBL)Y — Int/Div — Sold
SPDR TRUST SERIES 1 (SPY) — None — Buy (add'l)
SPDR TRUST SERIES 1 (SPY) — Sold
VANGUARD MIDCAP GROWTH ETF von — None — Sold
BLACKROCK US OPPORTUNITIES INS (BMCIX) — None — Sold
TROWE PRICE DVRSFD SM CP GR (PRDSX) — None — Sold
AMGEN INC — Int/Div — Buy
AMGEN INC — Sold
APPLE INC — Int/Div — Buy
APPLE INC — Sold
BLACKROCK INC — Int/Div — Buy
BLACKROCK INC — Sold
CHEVRON CORP — Int/Div — Buy
CHEVRON CORP — Sold
COMCAST CORP I(NEW)ICLASS A — Int/Div — Buy
COMCAST CORP I(NEW)ICLASS A — Sold
CONAGRA BRANDS INC — Int/Div — Buy
CONAGRA BRANDS INC — Sold
CROWN CASTLE INTL CORP NEW — Int/Div — Buy
CROWN CASTLE INTL CORP NEW — Sold
CVS HEALTH CORP COM — Int/Div — Buy
CVS HEALTH CORP COM — Sold
HONEYWELL INTERNATIONAL INC — Int/Div — Buy
HONEYWELL INTERNATIONAL INC — Sold
INTL BUSINESS MACHINES CORP — Int/Div — Buy
INTL BUSINESS MACHINES CORP — Sold
JPMORGAN CHASE & CO — Int/Div — Buy
JPMORGAN CHASE & CO — Sold
L BRANDS INC COM — Int/Div — Buy
L BRANDS INC COM — Sold
MEDTRONIC PLC SHS — Int/Div — Buy
MEDTRONIC PLC SHS — Sold
MICROSOFT CORP — Int/Div — Buy
MICROSOFT CORP — Sold
NEXTERA ENERGY INC COM — None — Buy
NEXTERA ENERGY INC COM — Sold
OCCIDENTAL PETROLEUM CORP DE — None — Buy
OCCIDENTAL PETROLEUM CORP DE — Sold
SZ PEPSICO INC NC — None — Buy
SZ PEPSICO INC NC — Sold
PFIZER INC — Int/Div — Buy
PFIZER INC — Sold
PHILIP MORRIS INTL INC — Int/Div — Buy
PHILIP MORRIS INTL INC — Sold
RAYTHEON CO (NEW) — Int/Div — Buy
RAYTHEON CO (NEW) — Sold
SCHLUMBERGER LTD — None — Buy
SCHLUMBERGER LTD — Sold
SEMPRA ENERGY — Int/Div — Buy
SEMPRA ENERGY — Sold
WELLS FARGO & CONEW — Int/Div — Buy
WELLS FARGO & CONEW — Sold
FIRST TRUST DORSEY WRIGHT DYNA — None — Buy
FIRST TRUST DORSEY WRIGHT DYNA — Buy (add'l)
FIRST TRUST DORSEY WRIGHT DYNA — Sold
FIRST TRUST LOW DURATION OPP (LMBS) — Int/Div — Buy
FIRST TRUST LOW DURATION OPP (LMBS) — Sold
FT-PREFERRED SECUR & INC ETF (FPE) — Int/Div — Buy
FT-PREFERRED SECUR & INC ETF (FPE) — Sold
ISHARES 7-10 YR TREASURY BD ETF — Int/Div — Buy
ISHARES 7-10 YR TREASURY BD ETF — Sold
VANEK VECTORS GOLD MINERS E 1GDX) — None — Buy
VANEK VECTORS GOLD MINERS E 1GDX) — Sold
PROSHRS S&P MID 400 DVD ARIST — None — Buy
PROSHRS S&P MID 400 DVD ARIST — Sold
PROSHRS RSL 2000 DVD ETF — Int/Div — Buy
PROSHRS RSL 2000 DVD ETF — Sold
SPDR BARCLAYS CAPITAL INTERMED — Int/Div — Buy
SPDR BARCLAYS CAPITAL INTERMED — Sold
SPDR GOLD TR GOLD SHS — None — Buy
SPDR GOLD TR GOLD SHS — Sold
UTILITIES SEL SECT SPDR FUND — Int/Div — Buy
UTILITIES SEL SECT SPDR FUND — Sold
PIMCO SHORT TERM P — Int/Div — Buy
PIMCO SHORT TERM P — Sold (part)
PIMCO SHORT TERM P — Sold
PIMCO INVEST GRD CORP BD P — Int/Div — Buy
PIMCO INVEST GRD CORP BD P — Sold (part)
PIMCO INVEST GRD CORP BD P — Sold
FIRST TR EXCHANGE TRADED FD IV — Int/Div — Buy
FIRST TR EXCHANGE TRADED FD IV — Buy (add'l)
FIRST TR EXCHANGE TRADED FD IV — Sold (part)
FIRST TR EXCHANGE TRADED FD IV — Sold
CASH — Interest
Brokerage Acct. WF7-2943 (IRA) (H)
Money Market - Wells Fargo — Interest
Altna Group Inc — Int/Div — Sold (part)
Apple Inc — Int/Div — Sold (part)
Apple Inc — Sold (part)
IShares S&P US Preferred Stock — Int/Div — Buy (add'l)
IShares S&P US Preferred Stock — Buy (add'l)
Western Asset Income Fd. (mutual fund) — Int/Div — Sold (part)
Western Asset Income Fd. (mutual fund) — Sold (part)
ENERGY SELECT ETF SECTOR SPDR — None — Sold
FINANCIAL SELECT ETF SECTOR SPDR — None — Sold
INDUSTRIAL SELECT k1r SECTOR SPDR — None — Sold
SECTOR SPDR TR TECHNOLOGY SELECT SECTOR — None — Sold
SELECT SECTOR SPDR FD HEALTHCARE — None — Sold
SELECT SECTOR SPDR FD CONSUMER DISCRETIONARY — None — Sold
SPDR EURO STOXX SO ETF — Int/Div — Sold (part)
SPDR EURO STOXX SO ETF — Sold
VANGUARD FISE DEVELOPED MARKETS ETF — Int/Div — Sold (part)
VANGUARD FISE DEVELOPED MARKETS ETF — Buy (add'l)
VANGUARD SHORT TERM ETF CORP BD — Distribution — Buy (add'l)
VANGUARD SHORT TERM ETF CORP BD — Sold (part)
GILEAD SCIENCES INC — Int/Div — Buy (add'l)
GILEAD SCIENCES INC — Sold
ISHARES MSCI UNITED KINGDOM — None — Sold
PIMCO TOTAL RETURN — Int/Div — Buy (add'l)
PIMCO TOTAL RETURN — Buy (add'l)
SELECT SECTOR SPDR FD MATERIALS — None — Sold
ALPHABET INC VOTING CAP STK CL A — None — Sold (part)
ISHARES S&P MIDCAP 400 GROWTH — None — Sold
ISHARES S&P MIDCAP 400 VALLE — Int/Div — Buy (add'l)
ISHARES S&P MIDCAP 400 VALLE — Buy (add'l)
ISHARES CORE S&P SMALL CAP 600 GROWTH — None — Sold
ISHARES CORE S&P SMALL CAP 600 VALUE — Int/Div — Buy (add'l)
ISHARES CORE S&P SMALL CAP 600 VALUE — Buy (add'l)
ISHARES TIP BOND — None — Sold
POWERSHARES DYNAMIC MKT LEISURE AND ENTERTAIN — None — Sold
SPDR S&P BANK ETF — None — Sold
ADVISORS INNER CIRCLE FD WESTWOOD INCOME OPP — None — Sold
PIMCO FDS INCOME FD INSTL CL — Int/Div — Buy (add'l)
PIMCO FDS INCOME FD INSTL CL — Sold (part)
ALERIAN MLP ETF — Int/Div — Buy
AT&T INC — Int/Div — Buy
AT&T INC — Buy (add'l)
BERKSHIRE HATHAWAY INC SERIES BNEW — None — Buy
CBSCORPCLB — Int/Div — Buy
CELGENE CORP — None — Buy
CELGENE CORP — Buy (add'l)
EXXON MOBILE CORP — Int/Div — Buy
FACEBOOK INC CLASS A — None — Buy
INTEL CORP — Int/Div — Buy
INTERNATIONAL PAPER — Int/Div — Buy
INTERNATIONAL PAPER — Sold (part)
INTERNATIONAL PAPER — Sold (part)
JPMORGAN CHASE & CO — None — Buy
MERCK & CO INC NEW — Int/Div — Buy
MERCK & CO INC NEW — Sold (part)
PRUDENTIAL FINANCIAL INC — Int/Div — Buy
PRUDENTIAL FINANCIAL INC — Sold
VANGUARD REIT — Int/Div — Buy
VENTAS INC — Int/Div — Buy
VENTAS INC — Sold
WALMART STORES INC — Int/Div — Buy
DOUBLELINE FDS TR TOTAL RETURNBDFDCL1 — Int/Div — Buy
DOUBLELINE FDS TR TOTAL RETURNBDFDCL1 — Sold (part)
WA Brok Acct 6 (2931) (H)
Wells Fargo Bank Co. Money Mkt. Acct — Interest
University AR Univ Revs Various Fac: Fayetteville Ser A B/E OID 5.0% — Interest
University Cent AR Rev Rfdg Stdnt Fee Ser B B/E CPN 3.25%. 9/1/23 — Interest
Voya SmartDesign Variable Annuity - VY T. Rowe Price Capital Appre — Interest
WATSON CHAPEL AR SCH DIST 24 CONSTR G/O LTD CPN 4.25%. 6/1/40 — Interest
AT&T INC — Int/Div
DILLARDS CAP TR 17.5%. 8/1/38 — Interest
GENERAL ELECTRIC COMPANY — Int/Div — Sold (part)
SENIOR HOUSING PROP TR REIT — Int/Div — Buy
Simmons Bank — Interest
Lafayette Co., AR (royalty & fractional mineral interests) — Rovalty
Miller Co., AR (royalty & fractional mineral meres) — None
Webster Parish, LA (royalty & fractional mineral inter.) — Rovalty
Caddo Parish, LA (royalty & fractional mineral inter.) — Rovalty
Hempstead Co., AR (mineral interest) — None
Miller Co... AR (land) — None
TRUSTEE, FOUR (4) FAMILY TRUSTS - see note in Part VIII
Liability — ELAN — CREDIT CARD «- REVOLVING CREDIT
Part | indicates that reporting person is a trustee of four family trusts. Only one of these trusts is reportable m Part VII. During the year ending 12/31/2016, three
of these trusts terminated pursuant to the terms of the trusts’ documents, Reports
person has retained control over some funds to pay taxes and accountants for
the 2016 calendar year. At the end of 2016, reporting person is trustee of one family trust.
Part V1 line 2 (deficiency obligation to Nissan Motor Acceptance Corporation) value should have been K for 2015 as well (was erroneously reported as J).
Part VII - Investments and Trusts:
Line | - TIAA/CREF-1 S403(b) - The information on the 12/31/2015 report was erroneously reported. Column B (amount of interest income) should have been
either A or B instead of D and Column C (the value at 12/31/2015) should have been L instead of M.
Line 3 - A heading. Reporting person is Trustee of this family trust, a trust created by reporting person. The underlying assets are reported on lines 4 through 12%,
All the assets in this trust have been sold as of 12/31/2016 and the entire balance is held as cash, After paying taxes and accountants for the 2016 calendar year,
this account will be closed and will no longer be reported.
Lime 129 - an IRA socount. The underlying assets are reported on lines 130 through 192.
Line 193 - A heading for a brokerage account. The underlying assets are reported separately on lines 194 through 202, including the income, year-end values and
transactions.
Line 197 - The Voya SmartDesign Variable Annuity is 100% mvested in VY T. Rowe Price Capital Appreciation sub fund.
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.