Austin E. Carter
2015Annual
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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.