Austin E. Carter

2017Annual

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Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 3

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • M. Gary Carter, MD, PA
  • Vine Ingle Little League
  • Mulberry Street United Methodist Church
  • Coastal Bankruptcy Law Institute

As filed

Cash Accounts: State Bank & Trust — Interest

Brokerage Account (IRA)

Pepsico common stock — Int/Div

First Trust Sabrient Bakers Dozen Port 2017 Series Term 02.28.2017 — Int/Div — Buy

First Trust Sabrient Bakers Dozen Port 2016 Series Term 02.24/17 — Int/Div — Sold

Guggenheim S&P 500 Equal Weight ETF — Int/Div

Weyerhauser Co — Int/Div

Raymond James Bank, N.A — Interest

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

Mass Mutual Whole Life Policy — Int/Div

Mass Mutual Whole Life Policy — Int/Div — Redeemed

OmeAmerica (State Life) Whole Life Policy {1/3 ownership) — Int/Div

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

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

Vanguard 529 College Savings Plan (Nevada) Conservative Growth Portfol — None — Sold

Vanguard 529 College Savings Plan (Nevada)

Vanguard Moderate Age-Based Portfolio — None — Buy

Vanguard Moderate Age-Based Portfolio — Sold (part)

Vanguard Value Index Fund — None — Buy

Vanguard 529 College Savings Plan (Nevada)

Vanguard Value Index Fund — Int/Div — Sold (part)

Vanguard Aggressive Age-Based Portfolio — None — Buy

Vanguard 529 College Savings Plan (Nevada)

Vanguard Aggressive Growth Portfolio — None — Sold (part)

Vanguard Value Index Fund — Int/Div — Buy

Taverna Buckhead, LP — None

Westpath--United Methodist Personal Investment Plan — Int/Div — Open

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

Member, Board of Directors, Vine Ingle Little League

Member, Board of Trustees, Mulberry Street United Methodist Church

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

Reimbursement — Coastal Bankruptcy Law Institute — 420017 10 0421/17 — Savannah, GA — Bankruptcy CLE — Hotel, meals, local transportation

Spouse's income — 2017 — Mulberry Street United Methodist Church

Part VII, Line 7. This is sume that was listed as in Part VII, Line 7 of 2016 Amended Report as "Weyerhauser Co. (formerly Plum Creek Timber Co.)." The merger

of these two entites occured during 2016, so | see no need to continue to report the former name of Weyerhauser Co.

Part VII, Line 28: This is same item that was listed as "Vanguard 529 College Savings Plan (Nevada) Value Index Portfolio” on Part VII, Line 24 of 2016

Amended Report.

Part VII, Line 31: This is same item that was listed as "Vanguard 529 College Savings Plan (Nevada) Aggressive Growth Portfolio” on Part VII, Line 25 of 2016

Amended Report.

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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