Suzanne Mitchell

What was filed

198
investments
0
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
3
spouse income

Named parties

First Mortgage Company
Sun Trust Mortgage Inc
CMG Mortgage Ine
McAfee & Taft - Salary
Oklahoma City University - Salary
Ogletree, Deakins, Nash - Salary

As filed

RENTAL PROPERTIES (H)

Rental Property #1 - Cleveland County. Norman, OK — Rent

Rental Property #2 - Oklahoma County, Oklahoma City, OK — Rent

Rental Property #3 - Oklahoma County. Oklahoma City, OK — Reat — Buy

CASH AND BONDS (H)

UMB Accounts — Interest

First United Bank — Int/Div — Distributed

Chase Accounts — Interest

RAYMOND JAMES ACCOUNT (H)

Mutual Funds (H)

Invesco Mid Cap Growth Fund Class A — Int/Div

Invesco Comstock Fund Class A M/F — Int/Div

Capital Income Builder Fund Class A American Funds M/F — Int/Div

Capital World Growth & Income Fund Class A American FD M/F — Int/Div

Investment Company of America Class A American Funds M/F — Int/Div

Washington Mutual Investors Class A American Funds M/F — Int/Div

Cash & Cash Alternatives (H)

Bank Deposit Program - Sweep — Int/Div

Equities (H)

Abbvie Incorporated — Int/Div — Buy

Adobe Systems Incorporated — Int/Div — Buy

Adobe Systems Incorporated — Sold

Air Products & Chemicals Incorporated — Int/Div

Allstate Corporation — Int/Div

Alphabet Incorporated Cap Stk Class A — Int/Div

Amazon Com Incorporated — Int/Div

Apple Incorporated — Int/Div

Bank Amer Corporation — Int/Div — Buy

Bank of the Ozarks — Int/Div — Buy

Becton Dickinson & Company — Int/Div — Buy (add'l)

Celgene Corporation — Int/Div — Buy

Celgene Corporation — Buy (add'l)

Celgene Corporation — Sold

CME Group Incorporated — Int/Div — Buy (add'l)

CVS Health Corporation — Int/Div — Buy (add'l)

Cardinal Health Incorporated — Int/Div — Sold

Camival Corporation Paired CTF — Int/Div — Buy (add'l)

Cognizant Technology — Int/Div — Sold

Colgate Palmmolive Company — Int/Div — Sold

Disney Walt Company Com — Int/Div — Sold

Express Scripts Hldg Company — Int/Div — Sold

First Trust ETF IV North — Int/Div — Buy

First Trust ETF IV North — Sold

First Trust Sabrient Bakers Dozen (Port 2016 Series Term) — Int/Div — Redeemed

First Trust Sabrient Baker's Dozen (Port 2017 Series Term) — Int/Div — Buy

Facebook Incorporated Classs A — Int/Div — Buy (add'l)

Facebook Incorporated Classs A — Sold (part)

Fedex Corporation — Int/Div — Buy

General Dynamics Corporation — Int/Div — Sold

Home Depot Incorporated — Int/Div

Honeywell Intemational Incorporated — Int/Div

Intercontimental Exchange Incorporated — Int/Div

JP Morgan Chase — Int/Div

Kansas City Southern Com New — Int/Div — Buy (add'l)

Kraft Heinz Company — Int/Div — Sold

Lauder Estee — Int/Div — Buy

Merck & Company Incorporated — Int/Div — Buy

Merck & Company Incorporated — Sold

Mircrosoft Corporation — Int/Div — Buy (add'l)

Microchip Technology Incorporated — Int/Div — Buy (add'l)

Motorola Solutions Incorporated — Int/Div — Buy

O REilly Automotive Incorporated New — Int/Div — Sold

Oracle Corporation — Int/Div — Buy (add'l)

Pepsico Incorporated — Int/Div — Sold

Phzer Incorporated — Int/Div — Sold (part)

Praxair Incorporated — Int/Div — Buy

Priceline GRP Incorporated Com New — Int/Div — Buy

Rockwell Collins Incorporated — Int/Div — Buy

Roval BK CDA Montreal QUE — Int/Div — Buy

Salesforce Com Incorporated — Int/Div — Buy (add'l)

Sherwin Williams Company — Int/Div — Buy

Starbucks Corporation — Int/Div — Sold

Synchrony Finl — Int/Div

Time Wamer Incorporated — Int/Div

Union Pac Corporation — Int/Div — Buy (add'l)

UnitedHealth Group Incorporated — Int/Div

Verizon Communications Incorporated — Int/Div — Buy (add'l)

Verizon Communications Incorporated — Sold

Versum Matls Incorpoated — Int/Div — Sold

Visa Incorporated Com Class A — Int/Div

Wells Fargo & Company New — Int/Div — Sold

Westrock Company — Int/Div — Buy

Accenture PLC Ireland SHS Class A — Int/Div — Sold

Alibaby Group Hldg Limited Cayman Islands — Int/Div — Buy

Alibaby Group Hldg Limited Cayman Islands — Sold

Eaton Corporation PLC SHS Ireland — Int/Div

Ingersoll-Rand PLC SHS Ireland — Int/Div

Medtronic PLC SHS Ireland — Int/Div — Sold

Chubb Limited Switzerland — Int/Div

Lvondellbasell Industries Netherlands — Int/Div — Buy

NXP Semiconductors NV Netherlands — Int/Div

Broadcom Limited SHS (Singapore) — Int/Div — Buy

Broadcom Limited SHS (Singapore) — Buy (add'l)

Exchange Traded Products (H)

ISharees TR Core S&P — Int/Div — Buy

ISharees TR Core S&P — Buy (add'l)

IShares Incorporated Core — Int/Div — Buy

IShares Incorporated Core — Buy (add'l)

FULKERSON FAMILY REVOCABLE TRUST (H)

Chevron Stock — Int/Div

Real Estate Parcel #1, Cleveland Cty, OK See Part VIII. — None

Real Estate Parcel #2, Cleveland Cty, OK See Part VIII, — None

Real Estate Parcel #3, Cleveland Cty, OK See Part VII, — None

Real Estate Parcel #4, Cleveland Cry, OK See Part VIII, — None

PARTNERSHIP INVESTMENTS (H)

Legacy Financial Services Group, LLC 1.07616% — Distribution — Distnbuted

ARNOLD & PORTER LLP PROFIT SHARING AND 401K) PLAN (H)

T. Rowe Price Mid Cap Growth — Int/Div

Fidelity Contrafund — Int/Div

Vanguard Small Cap Index Inst — Int/Div

FIDELITY INVESTMENTS ROLLOVER IRA (H)

Fidelity Low Priced Stock — Int/Div

Fidelity Select Multimedia — Int/Div

MCAFEE & TAFT 401{K)(H)

SPTN S00 Index Inst — Int/Div — Buy (add'l)

SPTN S00 Index Inst — Buy (add'l)

Fidelity Contrafund K — Int/Div — Buy (add'l)

Fidelity Contrafund K — Buy (add'l)

JH Discpl Value Midcap — Int

Fidelity Diversified International K. See note in Part VIII, — Int/Div — with line 137)

MM SEL Mid Cap GR — Int/Div

Fidelity Diversified International K6. See note in Part VIII, — Int/Div — Open

OGLETREE.DEAKINS, NASH, SMOAK K& STEWART 401K) (H)

AF Growth Fund Amer $6 — Int/Div — Buy

AF Growth Fund Amer $6 — Buy (add'l)

Harbor Cap Appr Inst — Int/Div — Buy

Harbor Cap Appr Inst — Buy (add'l)

Vang Midcap IDX Inst — Int/Div — Buy

Vang Midcap IDX Inst — Buy (add'l)

Vang Windsor Il Adm — Int/Div — Buy

Vang Windsor Il Adm — Buy (add'l)

SCHWAB ROLLOVER IRA (H)

Schwab Total Stock Market Index Fund — Int/Div

ETRADE BROKERAGE ACCOUNTS (H)

ETrade Account #1 (H)

Ford Motor Co — Int/Div

Nuance Communications — Int/Div

Powershares Exchange Traded Fund — Int/Div

Oneok Partners LP — Int/Div

Berkshire Hathaway — Int./y

Apple Inc — Int/Div — Buy

Etrade Account #2 (H)

Coca Cola Bottling Co — Int/Div

Schwab S&P S00 Fund — Int/Div

OKLAHOMA 529 COLLEGE SAVINGS PLANS (H)

OK 529 College Savings Plan 21 (H)

Moderate Managed Allocation Age 8+ — Int/Div — Sold (part)

Moderate Managed Allocation Age 8+ — Sold (part)

Guaranteed Option — Int/Div — Buy (add'l)

Guaranteed Option — Buy (add'l)

Guaranteed Option — Sold (part)

OK 529 College Savings Plan £2 (H)

Aggressive Managed Allocation 18+ — Int/Div

US Equity Index Option — Int/Div

Guaranteed Option — Int/Div — Sold (part)

Liability — First Mortgage Company — Mortgage - Rental Property #1 (Part VII, Line 2)

Liability — Sun Trust Mortgage Inc — Mongage - part Personal Property, part Rental Property #2 (Part VII, Line 3)

Liability — CMG Mortgage Ine — Mortgage - Rental Property #3 (Part VII, Line 4)

Spouse's income — 2017 — McAfee & Taft - Salary

Spouse's income — 2007 — Oklahoma City University - Salary

Spouse's income — 32007 — Ogletree, Deakins, Nash - Salary

On 12/15/17, all holdings were moved from Fid Diversified Fund K (line 135) to Fid Diversified Fund K6 (line 137).

Subsequent to the transfer, earnings were reported in Fid Diversified Fund K (line 135).

These earnings were not transferred out of the account before year end, thus the small balance on line 135.