Henry A. Callaway 3

What was filed

44
investments
5
positions
0
gifts
2
agreements
0
debts
3
reimbursements
2
income
1
spouse income

Named parties

Hand Arendall LLC (former law firm, withdrew 4/30/15)
Alabama State Bar (resigned 4/30/15)
South Alabama Volunteer Lawyers Program (resigned 4/30/15)
Court-appointed guardian for disabled adult (no assets or funds handled): resignation accepted by probate court 9/28/15. See Part VIL
Alabama Access to Justice Commission (resigned 4/30/15)
Ala. State Bar Bankruptcy Section
Northern District of Florida Bankruptcy Section
Mobile Bar Association
Hand Arendall LLC law firm, membership distribution
Hand Arendall LLC law firm, payout of capital account
McElhaney State Farm Agency, salary

As filed

ServisFirst Bank accounts — Interest

Regions Bank accounts — Interest — Closed

401(k)--State Farm Associates Balanced Fund — Int/Div

IRA--Vanguard Wellington Fund — Int/Div

Vanguard Wellington Fund — Int/Div — Sold

Hand Arendall LLC Retirement Plan and Trust

Vanguard Target Retirement 2025 — Int/Div

Vanguard Target Retirement 2025 — Buy (add'l)

Vanguard Target Retirement 2025 — Sold (part)

Vanguard Selected Value Investor CL — Int/Div

Vanguard Selected Value Investor CL — Sold (part)

Vanguard Dividend Growth Investor CL — Int/Div

Vanguard Dividend Growth Investor CL — Sold (part)

Vanguard Short Term Investment Grade Admiral CL — Int/Div

Vanguard Short Term Investment Grade Admiral CL — Buy (add'l)

Vanguard Short Term Investment Grade Admiral CL — Sold (part)

Vanguard Healthcare Admiral CL — Int/Div

Vanguard Healthcare Admiral CL — Sold (part)

Vanguard High Yield Corp Admiral CL — Int/Div

Vanguard High Yield Corp Admiral CL — Sold (part)

Vanguard High Yield Corp Admiral CL — Buy (add'l)

Vanguard Intl Growth Admiral CL — Int/Div

Vanguard Intl Growth Admiral CL — Buy (add'l)

Vanguard Intl Growth Admiral CL — Sold (part)

Primecap Odyssey Agressive Growth — Int/Div

Primecap Odyssey Agressive Growth — Sold (part)

Vanguard S&P MidCap 400 Index ETF — Int/Div

Vanguard S&P MidCap 400 Index ETF — Sold (part)

Member, Hand Arendall LLC (former law firm, withdrew 4/30/15)

Executive committee member, bar Commissioner, Alabama State Bar (resigned 4/30/15)

Board member, South Alabama Volunteer Lawyers Program (resigned 4/30/15)

Guardian, Court-appointed guardian for disabled adult (no assets or funds handled): resignation accepted by probate court 9/28/15. See Part VIL

Board member and chair, Alabama Access to Justice Commission (resigned 4/30/15)

Agreement — 2015 — Hand Arendall LLC 401 (K -participant mn former emplover's 401(k)

Agreement — 2005 — Hand Arendall LLC--capital account payment owed after 4/30/15 withdrawal, paid in September 2015 and reported in Part VII

Reimbursement — Ala. State Bar Bankruptcy Section — June 5-7, 2015 — Destin, FL — scar — travel, lodgimg and food

Reimbursement — Northern District of Florida Bankruptcy Section — September 17-18, 2015 — Santa Rosa Beach, FL — Seminar — travel, lodging and food

Reimbursement — Mobile Bar Association — December 4-6, 2015 — Point Clear, AL — senmunar — lodging and food

Income — 2015 — Hand Arendall LLC law firm, membership distribution — S50.945.00

Income — 20158 — Hand Arendall LLC law firm, payout of capital account — S2.164.00

Spouse's income — 2015 — McElhaney State Farm Agency, salary

Information about the guardianship listed in Part | was madvertently omitted from my

al report. | served for several years on a volunteer basis as court-

appointed guardian for a special needs adult whose family is unable to care for him. 1 did not handle any funds or money but could make decisions regarding his

medical care and living arrangements (he lives in a group home). The Probate Court of Mobile County granted my motion to withdraw as guardian on 9/28/15.