HouseAnnual Report
Transactions
7
Assets
10
Liabilities
1
Details
- Report Title
- 2025 Annual
Transactions
7 transactionsKINV-CP (AFICX) Fundamental Invrs Inc
PurchaseOther
December 18, 2025Spouse
TRUST KF (BALCX) American Balanced Fund Inc
PurchaseOther
December 16, 2025Spouse
Listed multiple times on Schedule B
KINV CP (AMVCX) Income Fund of America Inc
Assets
10 assetsCadence Bank Common Stock / Cadence Bank (DRP/DRS)
Stocks (including ADRs)
SpouseIncome: Dividend
Value
$15K - $50K
Cash / Bank Deposit (ET CASH) - Bank/Cash deposit
Bank Accounts, Money Market Accounts and CDs
SpouseIncome: Interest
Value
$10K - $50K
Liabilities
1 liabilityCITIZENS BANK
Mortgage on personal residence
Self
Amount
$250K - $500K