James Travis Trimble jr

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

148
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

ADP — Int/Div

CREE — Int/Div

NYVTX — Int/Div

NYVTX — Buy (add'l)

NYVTX — Sold (part)

DE — Int/Div

KRF1 — Int/Div

RTN — Int/Div

ETN — Int/Div

GSDTX — Int/Div

GSZAX — Int/Div

GSZAX — Buy (add'l)

HTGC — Int/Div

AFPAX — Int/Div

AFPAX — Buy (add'l)

AA — Int/Div

COST — Int/Div

COST — Int/Div — Sold

COST — Sold

COST — None — Sold

PWR — None

PWR — Buy (add'l)

PWR — Sold (part)

RDS/A — Int/Div

WM — Int/Div

AMBA — None

HOOAX — Int/Div

HOOAX — Buy (add'l)

FCSAX — Int/Div

FCSAX — Buy (add'l)

FCSAX — Sold (part)

FSGFX — Int/Div

FSGFX — Buy (add'l)

FSGFX — Sold (part)

FVSAX — Int/Div

FVSAX — Sold (part)

FSAMX — Int/Div

FSAMX — Buy (add'l)

FSCFX — Int/Div

FILFX — Int/Div

FILFX — Sold (part)

FILFX — Buy (add'l)

FILFX — Sold (part)

FTBFX — Int/Div — Sold

FAUDX — Int/Div

FPIOX — Int/Div

FPCIX — Int/Div

FPCIX — Buy (add'l)

FPCIX — Sold (part)

FPCIX — Buy (add'l)

FNSXX — Int/Div

ARDNX — None

PTRAX — Int/Div — Sold

PTINX — Int/Div

BXMMX — Int/Div

BXMMX — Sold (part)

FSHBX — Int/Div

FASMX — None — Sold

PFF — Int/Div

SLMCX — Int/Div

SLMCX — Buy (add'l)

FKLTX — Int/Div

TAGRX — None

TAGRX — Buy (add'l)

FAFTX — Int/Div

GFFFX — Int/Div

GFFFX — Buy

CPHYX — Int/Div — Sold

FRDPX — Int/Div

IVV — Int/Div

FDAGX — Int/Div

QPRMQ — Int/Div

QPRMQ — Buy (add'l)

QPRMQ — Sold (part)

QPRMQ — Buy

QPRMQ — Sold (part)

FIR — Int/Div

VIG — Int/Div

V2 — Int/Div

CWGIX — Int/Div

SMCWX — None — Sold (part)

SMCWX — Sold

SGOVX — Int/Div

SGOVX — Sold (part)

FRDPX — Int/Div

FRDPX — Buy (add'l)

LDLFX — Int/Div

LDLFX — Sold (part)

PBSMX — Int/Div

GFFFX — Int/Div

GFFFX — Buy

GFFFX — Buy (add'l)

GFFFX — Int/Div — Sold

GFFFX — Buy

BARKSDALE FEDERAL CREDIT UNION — Interest

CAPITAL ONE — Interest

LPL FINANCIAL — Interest

EXXON — Int/Div

RAINTREE ASSOCIATES GULFPORT MISSISSIPPI — Rent

LU S SAVING BONDS SERIES EE — Interest

LINE 146-148 ARE BROKER ACCOUNTS EARNING FROM MONEY MARKET INVESTMENTS IN HOUSE. THEY ARE NOW LABELED " BROKER

ACCOUNTS",

LINE 113 AND 141 | ADDED THE NEW FUND PURCHASED DURING THE YEAR

LINE 118,138, AND 147 HAVE THE PURCHASES AND THE SALES LISTED BELOW THESE LINES.

1 ADDED THE U S SAVING BOND TO THE LAST LINE OF THE REPORT. IT WAS NOT LISTED ON THE YEAR END REPORTS SO IT WAS

OVERLOOKED.

LINES 147,148, AND 149 SHOULD NOT HAVE BEEN LISTED ON THE REPORT. THESE THREE ACCOUNTS WERE THE DIVIDENDS EARNED BY

THE BROKER'S INVESTMENTS WITH EACH OF THESE FIRMS. THE EARNINGS ON EACH OF THE INDIVIDUAL INVESTMENTS ARE ALREADY

INCLUDED IN THE REPORT.

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.