Susan Webber Wright

2018Annual

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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

  • 104

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Simmons Bank Account — Interest

Brokerage Acct. IE (IRA) (H)

Money Market - Wells Fargo — Interest

Altria Group Inc — Int/Div — Buy (add'l)

Altria Group Inc — Buy (add'l)

Altria Group Inc — Sold

Apple Inc — Int/Div — Sold (part)

Apple Inc — Sold (part)

IShares S&P US Preferred Stock — Int/Div — Sold (part)

VANGUARD FISE DEVELOPED MARKETS ETF — Int/Div — Sold (part)

VANGUARD FISE DEVELOPED MARKETS ETF — Sold (part)

VANGUARD FISE DEVELOPED MARKETS ETF — Sold

VANGUARD SHORT TERM ETF CORP BD — None — Sold

ALPHABET INC VOTING CAP STK CL A — None — Sold (part)

ALPHABET INC VOTING CAP STK CL A — Sold (part)

ALPHABET INC VOTING CAP STK CL A — Sold (part)

ISHARES S&P MIDCAP 400 VALLE — Int/Div — Buy (add'l)

ISHARES S&P MIDCAP 400 VALLE — Sold (part)

ISHARES CORE S&P SMALL CAP 600 VALUE — Int/Div — Buy (add'l)

ISHARES CORE S&P SMALL CAP 600 VALUE — Sold (part)

ISHARES CORE S&P SMALL CAP 600 VALUE — Buy (add'l)

SPIMCO FDS INCOME FD INSTL CL — Int/Div — Buy (add'l)

SPIMCO FDS INCOME FD INSTL CL — Sold (part)

AT&T INC — Int/Div — Buy (add'l)

AT&T INC — Sold

BERKSHIRE HATHAWAY INC SERIES BNEW — None — Sold (part)

BERKSHIRE HATHAWAY INC SERIES BNEW — Sold (part)

SCELGENE CORP — None — Buy (add'l)

SCELGENE CORP — Sold

FACEBOOK INC CLASS A — None — Sold (part)

FACEBOOK INC CLASS A — Buy (add'l)

FACEBOOK INC CLASS A — Sold

INTEL CORP — Int/Div — Sold (part)

INTEL CORP — Sold (part)

INTEL CORP — Sold

INTERNATIONAL PAPER — Int/Div — Buy (add'l)

INTERNATIONAL PAPER — Sold

J JPMORGAN CHASE & CO — Int/Div — Sold (part)

J JPMORGAN CHASE & CO — Sold (part)

MERCK & CO INC NEW — Int/Div — Buy (add'l)

MERCK & CO INC NEW — Sold (part)

MERCK & CO INC NEW — Buy (add'l)

MERCK & CO INC NEW — Sold (part)

MERCK & CO INC NEW — Sold

DOUBLELINE FDS TR TOTAL RETURNBDFDCL1 — Int/Div — Buy (add'l)

DOUBLELINE FDS TR TOTAL RETURNBDFDCL1 — Sold (part)

ANHEUSER BUSCH INBEV — Int/Div — Buy (add'l)

ANHEUSER BUSCH INBEV — Sold

APPLIED MATERIALS INC — Int/Div — Sold (part)

APPLIED MATERIALS INC — Sold (part)

APPLIED MATERIALS INC — Buy (add'l)

APPLIED MATERIALS INC — Sold

DR HORTON INC — Int/Div — Sold (part)

DR HORTON INC — Sold

HANESBRANDS INC — None — Sold

ISHARES TIP BOND ETF — None — Sold

QUALCOMM INC — None — Sold

SPDR S&P REGNL BNKG ETF — Int/Div — Sold (part)

SPDR S&P REGNL BNKG ETF — Sold

SPDR S&P REGNL BNKG ETF — Sold (part)

SPDR S&P REGNL BNKG ETF — Sold (part)

SPDR S&P REGNL BNKG ETF — Sold

PACIFIC FUNDS FLOATING RATE INCOME ADVISOR — Int/Div — Sold (part)

PACIFIC FUNDS FLOATING RATE INCOME ADVISOR — Sold (part)

PACIFIC FUNDS FLOATING RATE INCOME ADVISOR — Buy (add'l)

PACIFIC FUNDS FLOATING RATE INCOME ADVISOR — Sold (part)

PACIFIC FUNDS FLOATING RATE INCOME ADVISOR — Buy (add'l)

AETNA INCINEW) — Int/Div — Buy

AETNA INCINEW) — Sold (part)

AETNA INCINEW) — with line 101)

CVS HEALTH CORPORATION FMGR FR AETNA INCINEW) — None — from line 71)

CHEVRON CORPORATION — None — Buy

CHEVRON CORPORATION — Sold

CUMMINS INC — Int/Div — Buy

CUMMINS INC — Sold

ISHARES CORE S&P SMALL CAP 600 GROWTH — Int/Div — Buy

ISHARES CORE S&P SMALL CAP 600 GROWTH — Buy (add'l)

ISHARES RUSSELL MIDCAP GROWTH — Int/Div — Buy

LOWES COMPANIES INC — Int/Div — Buy

LOWES COMPANIES INC — Sold (part)

MORGANSTANLEY & CO — None — Buy

TIX COS INC NEW — Int/Div — Buy

TIX COS INC NEW — Sold (part)

TIX COS INC NEW — Sold (part)

VANGUARD INDEX FDS S&P SOO ETF — Int/Div — Buy

VANGUARD INDEX FDS S&P SOO ETF — Sold

VANGUARD INTL EQTY ETF INDEX FDS FTSE ALL WORLD EX US — Int/Div — Buy

VANGUARD INTL EQTY ETF INDEX FDS FTSE ALL WORLD EX US — Sold

VANGUARD TOTAL INTL ETF STOCK INDEX TD — Int/Div — Buy

VANGUARD TOTAL STOCK ETF MARKET ETF — Int/Div — Buy

VANGUARD TOTAL STOCK ETF MARKET ETF — Buy (add'l)

AMERICAN FUNDS GROWTH FUND OF AMERICACLF2 — None — Buy

AMERICAN FUNDS GROWTH FUND OF AMERICACLF2 — Sold

JANUS HENDERSON FUNDS GLOBAL REAL ESTATE FUND CLASS — Int/Div — Buy

LOCORR INVT TRUST MACRO STRATEGIES FUND CLASS 1 — None — Buy

LOCORR INVT TRUST MACRO STRATEGIES FUND CLASS 1 — Buy (add'l)

LOCORR INVT TRUST MACRO STRATEGIES FUND CLASS 1 — Sold

WA Brok Acct.6 gum ) (H)

Wells Fargo Bank Co. Money Mkt. Acct — Interest

University AR Univ Revs Various Fac Favetteville Ser A B/E OID 5.0% — Interest — Redeemed

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 GIO LTD CPN 4.25%. 6/1/40 — Interest — Redeemed

DILLARDS CAP TR 1 7.5%. 8/1/38 — Interest

Part VII - Investments and Trusts:

Line 2 - A heading for an IRA account, The underlying assets are reported on lines 3 through 100.

Line 101 - A heading for a brokerage account. The underlying assets are reported separately on lines 102 through 107, including the income, year-end values and

transactions.

Line 105 - The Voya SmartDesign Variable Annuity is 100% invested 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.

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Susan Webber Wright | Frix