Paul Markham Black
2015Annual
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What was filed
26
investments
0
positions
0
gifts
0
agreements
1
debts
2
reimbursements
0
income
1
spouse income
Named parties
- market
- University of the South
- Virgima CLE
- NCB)
- W-2, Second Presbytenan Church
As filed
BB&T — Interest
American Funds Capital Income Builder Class A — Int/Div — Sold (part) — market
American Funds Capital Income Builder Class A — Sold (part) — market
American Funds Investment Company of America Class A — Int/Div
American Funds Capital World Growth & Income Class A — Int/Div — Sold (part) — market
Growth Fund of America Class A — Int/Div
Amencan Balanced Class A — Int/Div
Washington Mutual Investors Class A — Int/Div — Sold (part) — market
Income Fund of America Class A — Int/Div
American Funds Europacific Growth Class A — Int/Div
American Funds Intermediate Bond Fund of America Class A — Int/Div
Amencan Funds Smallcap World Class A — Int/Div
Amcap Class A — Int/Div
Ivy Asset Strat. — Int/Div
American Funds Balanced Fund 529E — Int/Div — Distnbuted
American Funds The Bond Fund of America S29 — Int/Div — Sold (part)
American Funds The Bond Fund of America S29 — Distnbuted
American Funds Capital World Growth and Income S291 — Int/Div — Sold (part)
American Funds Capital World Growth and Income S291 — Distnbuted
American Funds The Growth Fund of America - S29E — None — Sold (part)
American Funds The Growth Fund of America - S29E — Distnbuted
American Funds The Investment Company of America - S29F — Int/Div — Sold (part)
American Funds The Investment Company of America - S29F — Distnbuted
Bank of Ireland — None — Buy — market
New York Life Insurance Policy (see note ‘#1 — Int/Div
CEMA LLC (Roanoke. VA) (see note £2) — None
Liability — University of the South — College tuition
Reimbursement — Virgima CLE — W117 -9/19. 2015 — Charlottesville, VA — CLE (faculty) — lodging, trunsportation and meals
Reimbursement — NCB) — 9/26-9/30, 2018 — Miami, FL — Annual meeting and seminar — lodgmg
Spouse's income — 2015 — W-2, Second Presbytenan Church
1. Reporting person 1s 50% owner of this life msurance policy. Therefore, 1/2 of the total assets and income is reported. Part VIL, line 25.
2. Reporting person is 10% owner of LLC. Therefore, 10% of the total assets and income is reported. Part VII, line 26.
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