Austin E. Carter

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 37

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • M. Gary Carter, MD,, PA,
  • Vine Ingle Little League
  • Coastal Bankruptcy Law Institute

As filed

Regions Bank (Y)

Cash Accounts: State Bank & Trust — Interest

Brokerage Account (IRA)

Pepsico common stock — Int/Div

iShares Emerging Market ETF — Int/Div — Sold

First Trust Sabrient Bakers Dozen Port 2015 Series Term 02/19/2016 — Int/Div — Buy

Guggenheim S&P $00 Equal Weight ETF — Int/Div

Plum Creek Timber Co. — Int/Div

Raymond James Bank, N.A — Interest

Citibank, NA. (Y)

Synchrony Bank (Y)

Community Trust Bank (Y)

Vanguard Equity Income Fund (IRA) — Int/Div

Dodge & Cox International Stock Fund (IRA) — Int/Div

Franklin Mutual Beacon Fund (IRA) — Int/Div

SunTrust Bank 401(k) Account

Vanguard Russell 2000 Value Index Fund — Int/Div

Vanguard Total Bond Market Index Fund — Int/Div

Vanguard Inflation Protected Securities Fund — Int/Div

Vanguard Target Retirement 2040 Fund — Int/Div

SunTrust Banks. Inc. common stock — Int/Div — Sold

Northwestern Mutual Whole Life Policy (Y)

Mass Mutual Whole Life Policy — Int/Div

Mass Mutual Whole Life Policy — Int/Div

OmeAmerica (f/k/a The State Life Ins Co.) Whole Life Policy (1/3 owner — Int/Div

Checking Account; State Bank & Trust (Y)

Mass Mutual Whole Life Policy (1/4 ownership) (X) — Int/Div

Mass Mutual Whole Life Policy (1/3 ownership) (X) — Int/Div

Vanguard 529 College Savings Plan (Nevada) (X)

Vanguard Conservative Growth Portfolio 1X) — Int/Div

Vanguard Moderate Growth Portfolio (X) — Int/Div

Vanguard 529 College Savings Plan (Nevada) (X)

Vanguard Value Index Portfolio (X) — Int/Div

Vanguard Aggressive Growth Portfolio (X) — Int/Div

Vanguard 529 College Savings Plan (Nevada) (X)

Vanguard Aggressive Growth Portfolio (X) — Int/Div

Vanguard Value Index Portfolio (X) — Int/Div

Scerctary and Retirement Plan Trustee, M. Gary Carter, MD,, PA,

Member, Board of Directors, Vine Ingle Little League

Agreement — 2014 — Retum of capital and partnership buyout with former law firm, Stone & Baxter, LLP: payments ended June 2015

Agreement — 2006 — SunTrust Bank Retirement Plan (spouse); former employer of spouse; employment ended m 2006 no distributions until 2039°

Reimbursement — Coastal Bankruptcy Law Institute — 05/07/2015 to 05/08.2015 — Savannah, GA — To Speak at Continuing Legal Education Seminar — Hotel, meals

Part VII, Line 22: This msurance policy was closed/surrendered in 2014 (as shown on my 2014 report), and thus should not have been included mn this 2015 report.

Part VII, Line 25: The original 2015 report neglected to show that this insurance policy is a 1/3 ownership interest.

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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Austin E. Carter | Frix