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J. Paul Compton Jr.

Housing and Urban Development (joined: Dec. 18, 2017)

General Counsel | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Bradley Arant Boult Cummings LLP (law firm) $1,172,467
Bradley Arant Boult Cummings LLP capital account $250,001 - $500,000 None (or less than $201)
AT&T - T $15,001 - $50,000 $1,001 - $2,500
Alphabet - GOOGL $1,001 - $15,000 None (or less than $201)
Alphabet C - GOOG $1,001 - $15,000 None (or less than $201)
Central Europe Russia and Turkey Fnd Inc - CEE $1,001 - $15,000 None (or less than $201)
Express Script - ESRX $1,001 - $15,000 None (or less than $201)
FedEx - FDX $1,001 - $15,000 None (or less than $201)
HP Enter. - HPE $1,001 - $15,000 None (or less than $201)
HP Inc - HP $1,001 - $15,000 None (or less than $201)
Intel - INTC $1,001 - $15,000 None (or less than $201)
McKesson - MCK $15,001 - $50,000 None (or less than $201)
Merck - MRK $1,001 - $15,000 $201 - $1,000
Motorola - MSI $1,001 - $15,000 None (or less than $201)
American Century Select Fund Investor Class - TWCIX $15,001 - $50,000 $201 - $1,000
Fidelity® Growth & Income Portfolio - FGRIX $15,001 - $50,000 $201 - $1,000
iPath S&P 500 VIX Short Term Futures TM ETN - VXX $1,001 - $15,000 None (or less than $201)
iPath® Bloomberg Cmdty TR ETN - DJP $1,001 - $15,000 None (or less than $201)
IShares MBS - MBB $1,001 - $15,000 $201 - $1,000
Powershares QQQ $15,001 - $50,000 $201 - $1,000
SPDR Euro Stoxx - FEZ $1,001 - $15,000 None (or less than $201)
Schwab Government Money fund - SWGXX $1,001 - $15,000 None (or less than $201)
Schwab Cash Reserves - SWSXX $1,001 - $15,000 None (or less than $201)
Coca Cola - KO $15,001 - $50,000 $201 - $1,000
Regions Financial Corp - RF $1,001 - $15,000 None (or less than $201)
Twitter - TWTR $1,001 - $15,000 None (or less than $201)
SPDR S&P Bank - KBE $1,001 - $15,000 None (or less than $201)
SPDR S&P Oil - XOP $1,001 - $15,000 None (or less than $201)
SPDR S&P 500 - SPY $1,001 - $15,000 $201 - $1,000
Vanguard FTSE Pacific ETF - VPL $1,001 - $15,000 $201 - $1,000
Putnam Equity Income Fund Class Y - PEIYX $100,001 - $250,000 $2,501 - $5,000
Vanguard Institutional Index Fund Institutional Shares - VINIX $250,001 - $500,000 $5,001 - $15,000
Vanguard PRIMECAP Fund Admiral Shares - VPMAX $100,001 - $250,000 $2,501 - $5,000
AB Discovery Value Fund Class I - ABSIX $100,001 - $250,000 $2,501 - $5,000
American Beacon Small Cap Value Fund Class Institutional - AVFIX $50,001 - $100,000 $1,001 - $2,500
Harbor Small Cap Growth Fund Institutional Class - HASGX $50,001 - $100,000 $1,001 - $2,500
Vanguard Mid cap Admiral - VIMAX $100,001 - $250,000 $1,001 - $2,500
American Funds EuroPacific Growth Fund® Class R-6 - RERGX $500,001 - $1,000,000 $5,001 - $15,000
Victory Trivalent Intl Sm Cap - MISAX $100,001 - $250,000 $1,001 - $2,500
Fidelity Strategic Income - FSICX $50,001 - $100,000 $2,501 - $5,000

Other Income/Assets

Description Value Income
Allstate Corp - ALL $1,001 - $15,000 None (or less than $201)
rental property - Rosemary Beach, Florida $500,001 - $1,000,000 $15,001 - $50,000
Undeveloped Timberland Butler County, Alabama $100,001 - $250,000 None (or less than $201)
Undeveloped Timberland - Conecuh County, Alabama (Morgan) $50,001 - $100,000 None (or less than $201)
Undeveloped Timberland - Butler County (Manningham) $100,001 - $250,000 None (or less than $201)
Undeveloped Timberland - Conecuh county, Alabama (Simmons) $50,001 - $100,000 None (or less than $201)
Gold coins $15,001 - $50,000 None (or less than $201)
Silver bars / coins $15,001 - $50,000 None (or less than $201)
Southpoint Bancshares - common stock $15,001 - $50,000 None (or less than $201)
Philatelic collection $1,001 - $15,000 None (or less than $201)
US Bank #1 - cash account $1,001 - $15,000 None (or less than $201)
Healthsouth - HLS $1,001 - $15,000 None (or less than $201)
Motorola Solutions Inc - MSI $1,001 - $15,000 None (or less than $201)
Oracle Corp - ORCL $15,001 - $50,000 $201 - $1,000
Southern Co - SO $1,001 - $15,000 $201 - $1,000
Whole Foods Market Inc - WFM $1,001 - $15,000 None (or less than $201)
Yum! Brands Inc - YUM $15,001 - $50,000 $201 - $1,000
Yum China Holdings - YUMC $1,001 - $15,000 None (or less than $201)
US Bank #2 - cash account $1,001 - $15,000 None (or less than $201)
Alphabet A - GOOGL $1,001 - $15,000 None (or less than $201)
Amazon - AMZN $1,001 - $15,000 None (or less than $201)
Becton Dickinson - BDX $1,001 - $15,000 None (or less than $201)
CVS Health - CVS $1,001 - $15,000 None (or less than $201)
Celgene - CELG $1,001 - $15,000 None (or less than $201)
Express Scripts - ESRX $1,001 - $15,000 None (or less than $201)
General Dynamics - GD $1,001 - $15,000 None (or less than $201)
Halliburton - HAL $1,001 - $15,000 None (or less than $201)
Home Depot - HD $1,001 - $15,000 None (or less than $201)
Intercontinental Exchange - ICE $1,001 - $15,000 None (or less than $201)
JP Morgan Chase - JPM $1,001 - $15,000 None (or less than $201)
Kansas City Southern - KSU $1,001 - $15,000 None (or less than $201)
Estee Lauder - EL $1,001 - $15,000 None (or less than $201)
Microsoft - MSFT $1,001 - $15,000 None (or less than $201)
O'Reilly Automotive - ORLY $1,001 - $15,000 None (or less than $201)
Pioneer Natural Resources - PXD $1,001 - $15,000 None (or less than $201)
Priceline Group - PCLN $1,001 - $15,000 None (or less than $201)
Salesforce - CRM $1,001 - $15,000 None (or less than $201)
Synchrony - SYF $1,001 - $15,000 None (or less than $201)
Visa Inc - V $1,001 - $15,000 None (or less than $201)
Allergan PLS - AGN $1,001 - $15,000 None (or less than $201)
Ingersoll Rand - IR $1,001 - $15,000 None (or less than $201)
NXP Semiconductor - NXPI $1,001 - $15,000 None (or less than $201)
Broadcom - AVGO $1,001 - $15,000 None (or less than $201)
Schwab Cash Reserves - SWSXX $50,001 - $100,000 $201 - $1,000
Janus Enterprise Fund Class T - JAENX $1,001 - $15,000 $201 - $1,000
Schwab Small-Cap Equity - SWSCX $1,001 - $15,000 None (or less than $201)
iPath Bloomberg Commodity Index Total Return ETN - DJP $1,001 - $15,000 None (or less than $201)
SPDR S&P 500 - SPY $1,001 - $15,000 $201 - $1,000
Vanguard Dividend Appreciation ETF - VIG $1,001 - $15,000 $201 - $1,000
Schwab Money Market - SWMXX $1,001 - $15,000 None (or less than $201)
Merck - MRK $1,001 - $15,000 None (or less than $201)
IShares Russell 2000 - IWM $1,001 - $15,000 $201 - $1,000
Powershares QQQ - QQQ $15,001 - $50,000 $201 - $1,000
HEALTH CARE SELECT SECTOR SPDR - XLV $1,001 - $15,000 None (or less than $201)
SPDR Euro Stoxx 50 - FEZ $1,001 - $15,000 $201 - $1,000
SPDR S&P 500 - SPY $15,001 - $50,000 $1,001 - $2,500
Vanguard FTSE Pacific - VPL $1,001 - $15,000 $201 - $1,000
Vanguard Growth - VUG $1,001 - $15,000 $201 - $1,000
Vanguard Mega Cap Growth - MGK $1,001 - $15,000 $201 - $1,000
US Bank #3 - cash account $1,001 - $15,000 None (or less than $201)
American Express - AXP $1,001 - $15,000 $201 - $1,000
Cisco - CSCO $1,001 - $15,000 None (or less than $201)
Comcast - CMCSA $1,001 - $15,000 None (or less than $201)
General Electric - GE $1,001 - $15,000 None (or less than $201)
JP Morgan Chase & Co - JPM $1,001 - $15,000 $201 - $1,000
Pfizer $1,001 - $15,000 None (or less than $201)
UBS note linked to Euro Stoxx 50 $15,001 - $50,000 None (or less than $201)
JPMorgan note linked to Euro Stoxx 50 $1,001 - $15,000 None (or less than $201)
HSBC note linked to Euro Stoxx 50 $1,001 - $15,000 None (or less than $201)
UBS note linked to Vanguard Emerging Markets Stock Index $1,001 - $15,000 None (or less than $201)
HSBC note linked to S&P 500 INDEX $1,001 - $15,000 None (or less than $201)
Deutsche Bank note linked to Euro Stoxx 50 $1,001 - $15,000 None (or less than $201)
HSBC note linked to S&P 500 INDEX $1,001 - $15,000 None (or less than $201)
Credit Suisse note linked to Russell 2000 Index $1,001 - $15,000 None (or less than $201)
Ishares S&P Small Cap 600 - IJS $1,001 - $15,000 $201 - $1,000
Ishares MSCI EAFE - EFA $1,001 - $15,000 $201 - $1,000
Ishares MSCI Emerging Mkt - EEM $1,001 - $15,000 None (or less than $201)
Powershares QQQ - QQQ $15,001 - $50,000 $201 - $1,000
AllianceBernstein Holding LP - AB $1,001 - $15,000 $201 - $1,000
Schwab Money Market - SWMXX $1,001 - $15,000 None (or less than $201)
Amgen - AMGN $15,001 - $50,000 $201 - $1,000
Apple - AAPL $1,001 - $15,000 $201 - $1,000
Ashland Global - ASH $1,001 - $15,000 $201 - $1,000
Comcast - CMCSA $1,001 - $15,000 None (or less than $201)
ConocoPhillips - COP $1,001 - $15,000 None (or less than $201)
Gilead Sciences - GILD $15,001 - $50,000 $1,001 - $2,500
HealthSouth - HLS $1,001 - $15,000 None (or less than $201)
Marathon Pete Corp - MPC $1,001 - $15,000 None (or less than $201)
National Security - NSEC $1,001 - $15,000 None (or less than $201)
Pfizer - PFE $1,001 - $15,000 $201 - $1,000
Phillips 66 - PSX $1,001 - $15,000 None (or less than $201)
Southern Co - SO $15,001 - $50,000 $1,001 - $2,500
Twitter - TWTR $1,001 - $15,000 None (or less than $201)
Walt Disney - DIS $1,001 - $15,000 $201 - $1,000
American Funds American Mutual Fund® Class A - AMRMX $15,001 - $50,000 $1,001 - $2,500
Janus Fund Class T - JANSX $15,001 - $50,000 $201 - $1,000
Janus Triton - JATTX $15,001 - $50,000 $201 - $1,000
Energy Select Sector SPDR (ETF) - XLE $15,001 - $50,000 $201 - $1,000
Guggenheim Currencyshares Euro - FXE $1,001 - $15,000 None (or less than $201)
Powershares QQQ Trust - QQQ $50,001 - $100,000 $201 - $1,000
Proshares Ultrashort Lehman 7-10 - PST $1,001 - $15,000 None (or less than $201)
ProShares Trust II - VIXY $15,001 - $50,000 None (or less than $201)
Schwab US Small Cap - SCHA $1,001 - $15,000 $201 - $1,000
SPDR Euro Stoxx 50 - FEZ $1,001 - $15,000 None (or less than $201)
SPDR S&P Regional Banking $1,001 - $15,000 None (or less than $201)
SPDR S&P 500 - SPY $15,001 - $50,000 $201 - $1,000
Vanguard FTSE Emerging Mkts - VWO $15,001 - $50,000 $201 - $1,000
Vanguard FTSE Pacific - VPL $15,001 - $50,000 $2,501 - $5,000
Vanguard Small Cap - VB $1,001 - $15,000 $201 - $1,000
US Bank #4 - cash account $100,001 - $250,000 $201 - $1,000
Altria - MO $15,001 - $50,000 $1,001 - $2,500
Kraft Heinz - KHC $1,001 - $15,000 $201 - $1,000
Mondelez - MDLZ $1,001 - $15,000 $201 - $1,000
Philip Morris Intal - PM $15,001 - $50,000 $1,001 - $2,500
US Bank #5 - cash account $1,001 - $15,000 None (or less than $201)
Southern Co - SO $15,001 - $50,000 $1,001 - $2,500
UBS Note Linked to EuroStoxx 50 $15,001 - $50,000 None (or less than $201)
JP Morgan Note linked to EuroStoxx 50 $15,001 - $50,000 None (or less than $201)
UBS Note linked to EuroStoxx 50 $15,001 - $50,000 None (or less than $201)
JP Morgan Note linked to EuroStoxx 50 $15,001 - $50,000 None (or less than $201)
Deutsche Bank Note linked to EuroStoxx 50 $15,001 - $50,000 None (or less than $201)
HSBC Note lined to EuroStoxx 50 $15,001 - $50,000 None (or less than $201)
Credit Suisse Note linked to Vanguard FTSE Emerging Markets ETF $15,001 - $50,000 None (or less than $201)
UBS Note linked to Vanguard FTSE Emerging Markets ETF $15,001 - $50,000 None (or less than $201)
HSBC Note linked to iShares MSCI EAFE Index Fund (ETF) $1,001 - $15,000 None (or less than $201)
UBS Note linked to EuroStoxx 50 $15,001 - $50,000 None (or less than $201)
HSBC note linked to S&P 500 INDEX $15,001 - $50,000 None (or less than $201)
Deutsche Bank Note linked to EuroStoxx 50 $1,001 - $15,000 None (or less than $201)
Credit Suisse Note linked to Russell 2000 Index $1,001 - $15,000 None (or less than $201)
HSBC Note linked to EuroStoxx 50 $1,001 - $15,000 None (or less than $201)
Ishares Cohen & Steer REIT - ICF $15,001 - $50,000 $1,001 - $2,500
IShares MSCI Emerging Mkt - EEM $15,001 - $50,000 $201 - $1,000
Kayne Anderson Energy - KYE $15,001 - $50,000 $2,501 - $5,000
Powershares QQQ - QQQ $15,001 - $50,000 $201 - $1,000
Invesco Mid CAp Growth - VGRAX $15,001 - $50,000 $1,001 - $2,500
Eaton Vance Senior Income Trust - EVF $15,001 - $50,000 $2,501 - $5,000
Eaton Vance Senior Floating-Rate Trust - EFR $1,001 - $15,000 $1,001 - $2,500
Western Asset Emerging Markets Debt fund - EMD $50,001 - $100,000 $5,001 - $15,000
Western Asset High Income Fund II - HIX $15,001 - $50,000 $2,501 - $5,000
US Bank #6 - cash account $15,001 - $50,000 None (or less than $201)
US Bank #7 - cash account $1,001 - $15,000 None (or less than $201)
US Bank #8 - cash account $15,001 - $50,000 None (or less than $201)
US Bank #9 - cash account $50,001 - $100,000 None (or less than $201)
US Bank #10 - cash account $15,001 - $50,000 None (or less than $201)
US Bank #11 - cash account $1,001 - $15,000 None (or less than $201)
US Bank #12 - cash account $1,001 - $15,000 None (or less than $201)
New York Life - whole life $50,001 - $100,000 $1,001 - $2,500
US Bank #14 - cash account $15,001 - $50,000 None (or less than $201)
American Express - AXP $1,001 - $15,000 $201 - $1,000
Apple = AAPL $15,001 - $50,000 $201 - $1,000
Bank of America - BAC $15,001 - $50,000 $201 - $1,000
Bristol-Myers Squibb - BMY $1,001 - $15,000 $201 - $1,000
Chevron - CVX $15,001 - $50,000 $1,001 - $2,500
Citigroup = C $15,001 - $50,000 $201 - $1,000
Clorox - CLX $1,001 - $15,000 $201 - $1,000
Colgate Palmolive - CL $15,001 - $50,000 $201 - $1,000
Ebay - EBAY $1,001 - $15,000 None (or less than $201)
Emerson Electric - EMR $1,001 - $15,000 $201 - $1,000
Facebook - FB $1,001 - $15,000 None (or less than $201)
Ford Motor - F $15,001 - $50,000 $1,001 - $2,500
General Motors - GM $15,001 - $50,000 $1,001 - $2,500
General Mills - GIS $1,001 - $15,000 $201 - $1,000
Home Depot - HD $15,001 - $50,000 $201 - $1,000
Honeywell - HON $15,001 - $50,000 $201 - $1,000
Intel - INTC $15,001 - $50,000 $1,001 - $2,500
Johnson & Johnson - JNJ $15,001 - $50,000 $201 - $1,000
Keycorp - KEY $15,001 - $50,000 $201 - $1,000
Kimberly Clark - KMB $15,001 - $50,000 $201 - $1,000
Lowes - LOW $1,001 - $15,000 $201 - $1,000
Merck - MRK $1,001 - $15,000 $201 - $1,000
Microsoft - MSFT $15,001 - $50,000 $1,001 - $2,500
Oracle - ORCL $1,001 - $15,000 $201 - $1,000
PayPal - PYPL $1,001 - $15,000 None (or less than $201)
PNC Financial - PNC $15,001 - $50,000 $201 - $1,000
Priceline - PCLN $15,001 - $50,000 None (or less than $201)
Thermo Fisher - TMO $1,001 - $15,000 None (or less than $201)
US Bancorp - USB $15,001 - $50,000 $201 - $1,000
Verizon Communications - VZ $15,001 - $50,000 $1,001 - $2,500
Viacom Inc. - Class A - VIA $1,001 - $15,000 $201 - $1,000
Wal - Mart Stores - WMT $1,001 - $15,000 $201 - $1,000
Walt Disney Co - DIS $15,001 - $50,000 $201 - $1,000
Wells Fargo - WFC $15,001 - $50,000 $201 - $1,000
MetLife Variable Insurance
American Funds Insurance Series® Growth- Income Fund $1,001 - $15,000 $201 - $1,000
Fidelity VIP Equity-Income Portfolio $1,001 - $15,000 $1,001 - $2,500
American Funds Insurance Series® Growth Fund $1,001 - $15,000 $201 - $1,000
Family Trust #1
Undeveloped Timberland, Butler County, Alabama $15,001 - $50,000 None (or less than $201)
Undeveloped land, Shelby County, Alabama $50,001 - $100,000 None (or less than $201)
Undeveloped Timberland, Shelby County, Alabama $15,001 - $50,000 None (or less than $201)
Undeveloped Timberland, Conecuh County, Alabama $50,001 - $100,000 None (or less than $201)
Family Trust #2
Undeveloped Pasture land, Polk County, Florida $100,001 - $250,000 None (or less than $201)
Residential Property, Polk County, Florida $50,001 - $100,000 None (or less than $201)
Vacation Home, Maggie Valley, NC $15,001 - $50,000 None (or less than $201)
Personal loan to Mr. Fisher $1,001 - $15,000 $1,001 - $2,500
PepsiCo - PEP $100,001 - $250,000 $2,501 - $5,000
Wells Fargo - WFC $1,001 - $15,000 None (or less than $201)
US Bank #15 - cash account $1,001 - $15,000 None (or less than $201)
US Bank #13 - cash account $50,001 - $100,000 None (or less than $201)
Energy Transfer Equity - ETE $1,001 - $15,000 $201 - $1,000
Falconstor Software - FALC $1,001 - $15,000 None (or less than $201)
NXP Semiconductor - NXPI $1,001 - $15,000 None (or less than $201)
Coverdell Education Savings Account
American Beacon International Equity Fund Investor Class - AAIPX $1,001 - $15,000 None (or less than $201)
Perkins Mid Cap Value Fund Class T - JMCVX $1,001 - $15,000 None (or less than $201)
Schwab HC Fund - SWHFX $1,001 - $15,000 None (or less than $201)
Vanguard 500 Index Fund Investor Class - VFINX $1,001 - $15,000 $201 - $1,000
Kansas 529 account
American Century KS 529 Aggressive: Short Term Portfolio $1,001 - $15,000 None (or less than $201)
American Century Aggressive Portfolio $15,001 - $50,000 $201 - $1,000
American Century Moderate Portfolio $100,001 - $250,000 $2,501 - $5,000
American Century Moderately Conservative Portfolio $15,001 - $50,000 $1,001 - $2,500
Protective Life Insurance - second to die $100,001 - $250,000 $5,001 - $15,000
Barclays iPath Notes Lkd to crude oil index None (or less than $1,001) $1,001 - $2,500
Barclays iPath S&P 500 volatility index None (or less than $1,001) $1,001 - $2,500
SPDR S&P 500 ETF None (or less than $1,001) $201 - $1,000
Barclays iPath S&P 500 volatility index None (or less than $1,001) $2,501 - $5,000
EMC Corp None (or less than $1,001) $5,001 - $15,000
Janus Enterprise Fund None (or less than $1,001) $2,501 - $5,000
SPDR S&P 500 ETF None (or less than $1,001) $1,001 - $2,500
Total System Services None (or less than $1,001) $2,501 - $5,000
Vanguard Dividend Appreciation None (or less than $1,001) $1,001 - $2,500
AB Discovery Value I None (or less than $1,001) $2,501 - $5,000
Artisan Mid Cap Investor None (or less than $1,001) $5,001 - $15,000
Dodge & Cox Income None (or less than $1,001) $5,001 - $15,000
Victory Trivalent International Sm-Cp A None (or less than $1,001) $5,001 - $15,000
Vanguard Mid Cap Index Admiral None (or less than $1,001) $1,001 - $2,500
Vanguard PRIMECAP Adm None (or less than $1,001) $5,001 - $15,000
Barclays Note linked to Euro Stoxx 50 None (or less than $1,001) $1,001 - $2,500
UBS Note linked to Euro Stoxx 50 None (or less than $1,001) $5,001 - $15,000
HSBC Note linked to S&P 500 Index None (or less than $1,001) $15,001 - $50,000
UBS Note linked to Russell 2000® Index None (or less than $1,001) $2,501 - $5,000
UBS Note linked to Russell 2000® Index None (or less than $1,001) $5,001 - $15,000
APPLE INC None (or less than $1,001) $2,501 - $5,000
CLOROX CO None (or less than $1,001) $201 - $1,000
COLGATE PALMOLIVE CO None (or less than $1,001) $201 - $1,000
EMC CORP None (or less than $1,001) $1,001 - $2,500
GENERAL MILLS INC None (or less than $1,001) $201 - $1,000
HONEYWELL INTL INC None (or less than $1,001) $1,001 - $2,500
JOHNSON & JOHNSON None (or less than $1,001) $201 - $1,000
JPMORGAN CHASE & CO None (or less than $1,001) $1,001 - $2,500
KIMBERLY CLARK CORP None (or less than $1,001) $201 - $1,000
FACEBOOK INC CL A None (or less than $1,001) $201 - $1,000
ORACLE CORP None (or less than $1,001) $201 - $1,000
Medtronic PLC None (or less than $1,001) $201 - $1,000
NXP Semiconductor None (or less than $1,001) $1,001 - $2,500
Occidental Petro Corp None (or less than $1,001) $201 - $1,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Bradley Arant Boult Cummings LLP Birmingham, Alabama Pursuant to the Partnership Agreement, partners in Bradley who withdraw from the partnership are entitled to recieve a partnership share as long as their capital account remains with the firm. I will forfiet any partnership share relating to any period after my resignation from the firm. Jan. 16, 2009
Bradley Arant Boult Cummings LLP Birmingham, Alabama I will not continue to participate in this defined contribution plan after my separation. Jan. 16, 1990
Bradley Arant Boult Cummings LLP Birmingham, Alabama Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive a lump sum payment of my capital account. This payment may be made up to 24 months after my resignation. Jan. 16, 2009

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
United Wholesale Mortgage (Refinanced with cash out from Bank of America in Nov 2016. BoAm loan was 4.25% with 15 year term.) Mortgage (investment/ren tal property) $250,001 - $500,000 2.75 2016
Regions Bank - PLOC Exercised Line of Credit $100,001 - $250,000 Prime plus 1 2008
Roundpoint Mortgage Mortgage on Personal Residence $250,001 - $500,000 2.875 2012
ServisFirst Bank unsecured line of credit. Exercised Line of Credit $10,001 - $15,000 prime plus 1% 2016
Bank of America (no longer held) Mortgage (investment/ren tal property) $100,001 - $250,000 4.25 2009

Spouse's Employment Assets

Description Value Income Type Income Amount
Early Arts Day School (private preschool) - teacher salary
Schwab Govt Money Fund - SWGXX $1,001 - $15,000 None (or less than $201)
ConocoPhillips - COP $1,001 - $15,000 None (or less than $201)
Dell - DVMT $1,001 - $15,000 None (or less than $201)
Phillips 66 - PSX $1,001 - $15,000 None (or less than $201)
Teleflex - TFX $1,001 - $15,000 None (or less than $201)
United Health - UNH $15,001 - $50,000 Dividends $201 - $1,000
Fidelity® Growth & Income Portfolio - FGRIX $15,001 - $50,000 $1,001 - $2,500
Janus Global Research Fund Class T Shares - JAWWX $1,001 - $15,000 $201 - $1,000
Schwab Health Care Fund - SWHFX $15,001 - $50,000 $1,001 - $2,500
Ishares Global 100 - IOO $1,001 - $15,000 $201 - $1,000
iShares Lehman Intermdte Credit Bnd (ETF) - CIU $1,001 - $15,000 $201 - $1,000
Ishares JPX Nikkei 400 - JPXN $1,001 - $15,000 $201 - $1,000
PowerShares Build America Bond Portfolio - BAB $15,001 - $50,000 $201 - $1,000
Powershares QQQ - QQQ $15,001 - $50,000 $201 - $1,000
Spdr Euro Stoxx 50 - FEZ $1,001 - $15,000 None (or less than $201)
Vanguard Emerging Markets Stock Index Fd - VWO $1,001 - $15,000 $201 - $1,000
SPDR S&P 500 ETF Trust - SPY $15,001 - $50,000 $201 - $1,000
Vanguard Sm Cap - VB $1,001 - $15,000 $201 - $1,000

Do you know something about J. Paul Compton Jr.? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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