Austin E. Carter
2017Annual
Ask Donna
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.