Catharine R. Aron

2017Annual

Ask Donna

Pull out the substance of this filing.

What was filed

632
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income

Named parties

Middle District Bankruptcy Seminar
Vahe-Salary

As filed

PBSFY — Sold

TIX — None

TSCO — None — Sold

ACHC — None — Sold

HRS — Int/Div

INTL — Int/Div

LULL — None — Sold

MLM — Int/Div

NKE — Int/Div

NOC — Int/Div

EXPO — Int/Div

ACHC — None — Sold

HRS — Int/Div

INIL — Int/Div

LULU — None — Sold

MLM — None

WOOF — None

CELG — None

AKAM — None

INTC — None

First National Bank formerlyNew Bridge Bank money market — Interest

AIG-Valic Aim Inter. ADR Growth Fund

AIG-Valic Aim Inter. ADR Growth Fund — Int/Div — Buy (add'l)

BZLFY — Int/Div

ONI — Int/Div

ONI — Int/Div — Buy (add'l)

CHEUY — Int/Div — Sold

CCLAY — None — Sold

CMPGY — Int/Div

ERIC — None — Sold

FANUY — None

FMX — Int/Div

FMX — None — Sold

JBAXY — None

KGFHY — Int/Div — Sold (part)

KGFHY — Sold

KMTLY — Int/Div — Sold

NVS — Int/Div

NVS — Int/Div — Sold

PUBGY — None — Sold (part)

PUBGY — Sold

RELX — Int/Div

RHHBY — Int/Div — Sold (part)

RHHBY — Sold

RDSB — None

SAP — Int/Div

SNN — Int/Div

SNN — Int/Div — Sold

TSM — Int/Div

TEVA — Int/Div — Sold

UN — Int/Div

WPPGY — Int/Div — Sold

AMADY — Int/Div

BMBLY — Int/Div — Sold

ClOXy — Int/Div — Buy (add'l)

ClOXy — Int/Div — Sold (part)

SU — Int/Div

SBGSY — None — Buy (add'l)

SBGSY — Buy (add'l)

AVGO — Int/Div — Sold (part)

BIDL — None

AZSEY — None — Sold (part)

AMCRY — None

CABGY — Int/Div

DPSGY — Int/Div — Buy (add'l)

PPERY — Int/Div

PPERY — None — Sold (part)

ABDNY — Int/Div — Sold

KPCPY — Int/Div

PRDSY — Int/Div

PBSFY — Int/Div — Sold (part)

PBSFY — Sold (part)

SKYAY — Int/Div — Sold (part)

SKYAY — Sold

LOVEY — Int/Div — Buy (add'l)

YAHOY — None

CFRUY — Int/Div

GNGBY — Int/Div — Sold (part)

GNGBY — Sold (part)

GNGBY — Sold

JAPAY — Int/Div

JAPAY — Int/Div — Buy (add'l)

WGHPY — None — Sold

CKHUY — None

WTKWY — None — Buy (add'l)

CSLLY — None

KCRPY — None

PDRDY — None — Buy (add'l)

PDRDY — Buy (add'l)

IFJPY — None — Buy (add'l)

xBBD — Int/Div — Buy

xBBD — Buy (add'l)

xBXBLY — Int/Div — Buy

xBXBLY — Buy (add'l)

xDBOEY — Int/Div — Buy

xESLOY — Int/Div — Buy

xESLOY — Buy (add'l)

xGEAGY — Int/Div — Buy

xGEAGY — Buy (add'l)

xING — Int/Div — Buy

xISNPY — Int/Div — Buy

xISNPY — Buy (add'l)

xKROTY — Int/Div — Buy

xKROTY — Buy (add'l)

xLVS — Int/Div — Buy

xLVS — Buy (add'l)

xMDIBY — Int/Div — Buy

xMDLZ — Int/Div — Buy

xOTEX — Int/Div — Buy

xOTEX — Buy (add'l)

xPDYPY — Int/Div — Buy

xPDYPY — Buy (add'l)

xRBGLY — None — Buy

xVCISY — None — Buy

xWHGLY — Int/Div — Buy

SSGAMoney Market Fund — Int/Div

AIG- Valic money market account — Interest

AlG/Valic Select IRA 1 Transamerica Large Growth

AAPL — Int/Div

CERN — None

SBUX — Int/Div

V — Int/Div

V — Int/Div — Sold

DIS — Int/Div

DIS — Int/Div — Sold

GILD — None

GOOG — None

A — hy

LOW — Int/Div

CHKP — None

CHKP — Int/Div — Sold

AGN — None

ATVI — Int/Div — Sold (part)

AMGN — Int/Div

BLK — Int/Div

MSFT — Int/Div

ORLY — None — Sold

UTX — Int

FB — None

NVDA — Int/Div — Sold (part)

NVDA — Sold (part)

NXPI — None

RHT — None

QCOM — Int/Div — Sold

SCHW — None

xAET — Int/Div — Buy

xALB — Int/Div — Buy

xALB — Buy (add'l)

xAMZN — None — Buy

xAVGO — Int/Div — Buy

xCOST — Int/Div — Buy

xCRM — None — Buy

xLLL — Int/Div — Buy

xPANW — None — Buy

XQ ** Name change to IQV on 11/15 — None — Buy

XQ ** Name change to IQV on 11/15 — Buy (add'l)

xSCSO — None — Buy

xTER — Int/Div — Buy

xWMT — Int/Div — Buy

xZTS — Int/Div — Buy

SSGA Money Market — Interest

AIG- Valic Select IRA 2 Columbia value and restruct

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Sold (part)

AIG- Valic Select IRA 2 Columbia value and restruct — Sold

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)

AIG- Valic Select IRA 2 Columbia value and restruct — Buy (add'l)

AIG- Valic Select IRA 2 Columbia value and restruct — Sold (part)

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Sold (part)

AIG- Valic Select IRA 2 Columbia value and restruct — Buy (add'l)

AIG- Valic Select IRA 2 Columbia value and restruct — Sold (part)

AIG- Valic Select IRA 2 Columbia value and restruct — Buy (add'l)

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Buy (add'l)

AIG- Valic Select IRA 2 Columbia value and restruct — Int/Div — Sold (part)

GOOG — None — Sold (part)

GOOG — Sold (part)

GOOG — Buy (add'l)

GOOG — Int/Div — Buy (add'l)

GOOG — Sold (part)

GOOG — Int/Div — Buy (add'l)

GOOG — Sold (part)

AAPL — Int/Div — Buy (add'l)

AAPL — Sold (part)

AAPL — Buy (add'l)

BRKB — None — Sold (part)

BRKB — Buy (add'l)

BRKB — Int/Div — Sold (part)

CELG — None — Buy (add'l)

CELG — Buy (add'l)

CELG — Int/Div — Sold (part)

CELG — Sold (part)

CMCSA — Int/Div — Sold (part)

CMCSA — Int/Div — Buy (add'l)

CMCSA — Buy (add'l)

CMCSA — None — Sold (part)

CMCSA — Sold (part)

CMCSA — Buy (add'l)

CMCSA — Sold (part)

HON — Int/Div

HON — Int/Div — Buy (add'l)

HON — Sold (part)

HON — Buy (add'l)

MSFT — Int/Div — Sold (part)

MSFT — Sold (part)

MSFT — Int/Div — prt)

MSFT — Sold (part)

MSFT — Sold

MSFT — Int/Div — Sold (part)

MSFT — Buy (add'l)

ARMK — None — Sold

ARMK — None — Buy (add'l)

ARMK — Buy (add'l)

ARMK — Int/Div — Sold (part)

ARMK — Sold (part)

ARMK — Sold

ARMK — Int/Div — Sold (part)

ARMK — Sold (part)

ARMK — Buy (add'l)

ARMK — None — Sold (part)

ARMK — Sold (part)

INTL — None — Sold

INTL — None — Buy (add'l)

INTL — Sold (part)

INTL — Buy (add'l)

INTL — Int/Div — Sold (part)

INTL — Sold

INTL — Int/Div — Sold (part)

INTL — Buy (add'l)

INTL — Sold (part)

INTL — None — Sold (part)

INTL — Sold

INTL — Int/Div — Sold

INTL — None — Sold (part)

INTL — Sold

INTL — Int/Div — Sold (part)

INTL — Sold (part)

INTL — Buy (add'l)

VRTX — None — Sold (part)

VRTX — Sold (part)

VRTX — None — Sold (part)

VRTX — Sold (part)

VRTX — Sold

ATVI — Int/Div — Buy (add'l)

bad) — Sold (part)

GOOGL — None

GOOGL — Int/Div — Buy (add'l)

GOOGL — Sold (part)

GOOGL — Buy (add'l)

GOOGL — Int/Div — Buy (add'l)

GOOGL — Sold (part)

GOOGL — None — Sold

GOOGL — Int/Div — Buy (add'l)

GOOGL — Buy (add'l)

GOOGL — None — Buy (add'l)

GOOGL — Buy (add'l)

GOOGL — Sold (part)

GOOGL — Buy (add'l)

GOOGL — Int/Div — Sold (part)

GOOGL — Buy (add'l)

GOOGL — Sold (part)

NLSN — Int/Div — Sold (part)

NLSN — Sold

NLSN — None — Sold (part)

NLSN — Buy (add'l)

NLSN — Int/Div — Buy (add'l)

NLSN — Sold (part)

NLSN — Buy (add'l)

NLSN — None — Sold (part)

NLSN — Buy (add'l)

NLSN — None — Sold

NLSN — None — Sold (part)

NLSN — Sold (part)

NLSN — Sold

NLSN — Int/Div — Sold (part)

NLSN — Sold

NLSN — None — Sold

AKAM — None — Sold (part)

AKAM — Sold

ALXN — None — Sold (part)

ALXN — Buy (add'l)

ANTM — Int/Div — Sold (part)

ANTM — Sold (part)

AVGO — Int/Div

AVGO — None — Sold

AVGO — Int/Div — Sold

AVGO — Int/Div — Sold (part)

AVGO — Sold (part)

AVGO — Sold

EXPE — Int/Div — Buy (add'l)

EXPE — Sold (part)

EXPE — Buy (add'l)

EXPE — Int/Div — Buy (add'l)

EXPE — Buy (add'l)

EXPE — Int/Div — Sold (part)

EXPE — Sold

RAIN] — Int/Div — Buy (add'l)

RAIN] — Buy (add'l)

RAIN] — Int/Div — Sold (part)

RE¥S — Sold

RE¥S — Int/Div — Buy (add'l)

RE¥S — Sold (part)

RE¥S — Buy (add'l)

RE¥S — Int — Sold (part)

RE¥S — Sold (part)

RE¥S — Ihy — Sold (part)

R¥3] — Sold (part)

R¥3] — Sold

PANW — None — Buy (add'l)

PANW — Sold (part)

Adb6 — Buy (add'l)

QCOM — Ine — Sold

QCOM — Int/Div — Sold (part)

SPGI — Int/Div — Sold (part)

SPGI — None — Sold (part)

SPGI — Buy (add'l)

SPGI — None — Buy (add'l)

SPGI — Buy (add'l)

xAGN — None — Buy

xAGN — Sold (part)

xAGN — Buy (add'l)

xAMZN — None — Buy

xAIG — None — Buy

xABC — None — Buy

xABC — Buy (add'l)

xAZ0O — None — Buy

xAZ0O — Buy (add'l)

xBMY — Int/Div — Buy

xBMY — Buy (add'l)

xBMY — Sold (part)

xCSCO — Int/Div — Buy

xCSCO — Buy (add'l)

xCAG — None — Buy

xCOST — Int/Div — Buy

xCOST — Buy (add'l)

xCOST — Int/Div — Buy

xCOST — Buy (add'l)

ARO. — Buy (add'l)

xEOG — Int/Div — Buy

xEOG — Buy (add'l)

xFLT — None — Buy

xFLT — Buy (add'l)

xHAL — Int/Div — Buy

xHAL — Buy (add'l)

xHAL — Sold (part)

xHAL — Sold

xMTSI — None — Buy

xMDLZ — Int/Div — Buy

xMDLZ — Buy (add'l)

xNUE — Int/Div — Buy

xNUE — Buy (add'l)

xQVCA — Int/Div — Buy

xQVCA — Buy (add'l)

xQVCA — Sold

xQVCA — Int/Div — Buy

xQVCA — Buy (add'l)

xQVCA — Sold (part)

xSEE — Int/Div — Buy

xSEE — Buy (add'l)

xLUV — Int/Div — Buy

xSBUX — Int/Div — Buy

xSBUX — Buy (add'l)

xSBUX — Sold (part)

xSBUX — Buy (add'l)

xSYMC — None — Buy

xSYY — Ine — Buy

xSYY — Buy (add'l)

xTPR — Int/Div — Buy

xMOS — None — Buy

xTSS — Int/Div — Buy

xTSS — Buy (add'l)

SSGA Money Market — Interest

AIG Valic IRA DBA DavidsonMid Cap

SIVB — None

SIVB — Int/Div — Sold

ALKS — None

CATM — None — Sold

STE — Int/Div

ACHC — None

ALGN — None — Sold (part)

ALGN — Sold (part)

ACC — Int/Div

ANSS — None — Sold (part)

ANSS — Int/Div — Sold (part)

APAM — Int/Div

BKL — Int/Div

BLKB — Int/Div — Sold (part)

BURL — None

BURL — Int/Div — Sold

BURL — None — Buy (add'l)

CTLT — None

CVOO — None

CGNX — Int/Div — Sold (part)

CGNX — hy — Sold

OSGP — None

DORM — None

DRQ — None

EXPO — Int/Div — Sold

FIVE — None — Sold (part)

IT — None

GBC — Int/Div

GBC — Int/Div — Sold

HTLD — Int/Div — Sold

xHIBB — None — Sold

ICU — None

IBKC — Int/Div — Sold

IBKC — None — Sold (part)

LGFA — None — Sold

LGFB — None — Sold

MKTX — Int/Div

MKTX — None — Sold

MCHP — Int/Div — Sold

MAA — Int

MIDD — None — Sold (part)

MINI — Int/Div — Sold

NGV( — None — Sold

NGV( — Int/Div — Sold

NDSN — Int/Div

PRAA — None — Sold

PRAA — Int/Div — Sold

POR — Int/Div

POWI — Int/Div

PINC — None

PSMT — Int/Div

PRA — Int/Div

PRLB — None — Sold

KWR — Int/Div

QEP — None

RPM — Int/Div

ROLL — None

RBA — hy

SSNC — Int/Div — Buy (add'l)

SBNY — None

SUI — Int/Div

SMC1 — None — Sold

SPN — None

T™MH — None — Sold

TCBI — None

11C — Int/Div

11C — None — Sold

Lp — Int./hv

TYL — None

ULI — None

UMPQ — Int/Div — Sold

URBN — None — Sold

WAB — None

WAGE — hy

WBS — Int/Div

WST — Int/Div

ZBRA — None

xBAM — Int/Div — Buy

xBIRI — Int/Div — Buy

xCRI — Int/Div — Buy

xCOR — Int/Div — Buy

xEXP — Int/Div — Buy

xDEA — Int/Div — Buy

xGDI — None — Buy

xGDI — Buy (add'l)

xGGG — Int/Div — Buy

xHZN — None — Buy

xIPXL — None — Buy

xJRVR — Int/Div — Buy

xKTWO — None — Buy

xLECO — Int/Div — Buy

xLAD — Int/Div — Buy

xLOGM — Int/Div — Buy

xLOGM — Buy (add'l)

xMTDR — None — Buy

xOGE — Int/Div — Buy

xPNFP — Int/Div — Buy

xPIl — Int/Div — Buy

xPOOL — Int/Div — Buy

xSLAB — None — Buy

xSNDR — Int/Div — Buy

xINN — Int/Div — Buy

xINN — Buy (add'l)

xMIK — None — Buy

xWAL — None — Buy

SSGAMoney Market Fund — Int

NC HSG FIN BONDS — Interest — Redeemed

Highwoods Pptys Inc — Int/Div

Hooker Furniture — Int/Div

Equitey One Inc — Int/Div — with line 541)

xRegency CTRS Corp* (see merger) — Int/Div

Carter Bank and Trust — None

Calamos Growth Mutual Fund A — Int/Div

Mutual Series Mutual Shares A — Int/Div

Tempelton Growth Mutual Fund A — Int./y

Franklin Income Mutual Fund A — Int/Div

VFA-IRA Alliance Bernstien International Value — Int/Div — Sold

Valic Freedom Plus IRA Annuity {Porfolio Director Fixed and Variable) — Ine

AIG 401K

BSCFX — Int/Div

INTFX — Int/Div

VPMCX — Ine

VEXMX — Int/Div

FISE — Int/Div

TGVAX — Int/Div

VINIX — Int/Div

VWELX — Int/Div

MEIAX — Int/Div

ISIVX — Int./y

VBMFX — Int

AIG Stable Value Fund — Interest

Sun America NODA — Ine

Jackson National NODA — Int/Div

VFA TransAmerica Laarge Growth — Int/Div

VFA Columbia Value — Int/Div

VFA Sterling Mid Cap Value — Int/Div

VFA GWK Small Core — hy

VFA Nuveen Intermediate Muni — Interest

VFA Intergrated Manager Account

VFA Intergrated Manager Account — Int/Div — Sold

A — Int/Div

A — Int/Div — Sold

SBUX — Int/Div

V — Int/Div

MSFT — Int/Div

AMGN — Distribution

ATVI — Int./y — Sold (part)

BLK — Int

CELG — None

CERN — None

CHKP — None

DIS — Int/Div

DIS — Int/Div — Sold

GILD — None

GOOG — None

ORLY — None — Sold

UTX — Int/Div

CRM — None

LOW — Int/Div

NXP — None

FB — None

NVDA — Int/Div — Sold (part)

NVDA — Sold (part)

RHT — None

AKAM — None

TIX — None

TSCO — None — Sold

INTC — Int/Div

QUCOM — Int/Div — Sold

NKE — Ine

AGN — None

GOOGL — None

APPL — Int/Div

NOC — Ine

SCHW — None

xXLNX — Int/Div — Buy

XAVGO — Int/Div — Buy

xLLL — Int/Div — Buy

XAMZN — None — Buy

XAMZN — Int/Div — Buy

XAMZN — Sold

xAET — None — Buy

xAET — hy — Buy

xZ7TS — Int/Div — Buy

xPAWN — None — Buy

xALB — Int/Div — Buy

xALB — Buy (add'l)

xTER — Int/Div — Buy

xQ *Name Change to 1QV on 11/15 — None — Buy

xCOST — Ine/Ihy — Buy

xWMT — Int/Div — Buy

xCSCO — Int/Div — Buy

xDiversified equity mutual Funds

xFSSVX — Int/Div — Buy

xFSIVX — Int/Div — Buy

xFUSVX — Int/Div — Buy

xPMDEX — Int/Div — Buy

xTWTIX — Int/Div — Buy

xWSMAX — Int/Div — Buy

SPDR (cash) — Interest

Genworth Variable Life Insurance (Fixed Index Annuities) — Int

T00.

T04,

T08.

T13.

TIS.

Reimbursement — Middle District Bankruptcy Seminar — April 20-21,.2017 — Aberdeen — scar — (lodging, food, transportation)

Spouse's income — 2017 — Vahe-Salary

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.