Jack Zouhary
2013Annual
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What was filed
292
investments
0
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
1
spouse income
Named parties
- The American Legal System
- American Bar Associaton
- Self-employed attorney
As filed
IRA #2 — Int/Div
DFEOX
DFITX
DFREX
DFLAX
DFSHX
Schwab (Account)
DFQTX
DFIEX
IRA #3 — Int/Div
Morgan Stanley & Co
Microsoft (MSFT)*
1 Shares S&P (PFF)
HSBC Holding*
JP Morgan Chase*
DTE Energy* — Int/Div
Trust#1 — Int/Div
Boemg*
DCT Industrial Trust*
Deere & Co*
General Electric*
Intel?
1 Shares TR Russell Mid Cap Value*
Motorola Solutions (MSI)
Pepsico®
Pennsylvama Mutual Fund
US Bancorp Delaware New*
Abbott Labs*
AT&T*
Atmos Energy*
BPPLC*
Cardinal Health Inc Ohio *
Coca Cola*
Eaton*
Centurylink®
Key Corp*
McDonald's*
Merck & Co*
Royal Dutch Shell*
Bristol-Myers Squibb*
Conoco Philips*
Colgate Palmohive*
Conagra Foods®
DuPont E DeNemours*
HCPInc *
Olin*
Onacle*
Walgreen®
Blackrock National ( Fund) — Sold
Nuveen Ohio Mun (Fund)
Sprint Nextel*
Strvker*
Windstream*
Wisconsin Energy*
Eaton Vance Tax (Fund)
Amgen*
Johnson & Johnson*
Microsoft®
Amencan Electric Power*
Bob Evans Farms*
Citigroup®
Pfizer*
Travelers*
Teco Energy*
Verizon Communications®
Vanguard Ohio Tax-Free Fund — Sold
Dividend Capital Total Realty Trust
Deutsche Bank PFD Trust IX
Waste Management®
Real Estate Property No. {Darke County, Ohio)
Capital One (Accounts) — Redeemed
Merrill Lynch (Accounts)
Key Bank (Accounts)
Nationwide Bank (Accounts) — Buy
Wadsworth School Improvement (Bond)
Marysville School District { Bond)
Millcreek - West Unity School (Bond) — Redeemed
Toledo Sewer System (Bond) — Redeemed
Akron Economic Development (Bond) — Redeemed
Butler County (Bond)
Lakewood City School (Bond) — Redeemed
Elida Local School (Bond)
Butler County Transportation { Bond)
Clorox
QCom
Franklin High Yield (FRHIX) Fund — Sold
Legg Mason (STXAX) Fund — Sold
Apple
Gilead Science — Sold
Kroger
Proctor Gamble
Carefusion
SATOIX
TGBAX
LDLFX
Montgomery County Ohio Rev (Bond)
Ohio State Higher Education Fac. (Bond)
Greene County Hosp. (Bond)
Am. Mun. Power OH Rev (Bond)
Frontier
Banco Santander
Diageo
Kimberly Clark
Monsanto
Philip Morris
Blackrock Build America Bond Fund
Lord Abbett Floating Rate Fund
Morgan Stanley Pfd
Bank One Cap. VI Pid — Redeemed
Gabelli Utilities Fund
Barrick Gold
Berkshire Hathaway
Broadcom
Cisco
First Trust High Income
ING Infrastructure
Newmont Mining
Paychex
Petrobras
Telefonica
Teva
Vodafone
Doubleline Total Return
TCW Total Return
SPDR Nuveen S&P High
JP Morgan PFD
Philips 66
Aegon PFD
SPDR Int (DWX)
DIA Mitt (MLPHV)
Anmaly Capital (NLY PRA) — Buy
Apollo Investment (AlY) — Buy
Protective Life Debenture (PL PRC) — Buy
SPDS Int. ETF (DWX) — Buy
Tortoise Energy (NDP) — Buy
Abbvie (ABBY) — from line 13)
IRA #1 — Int/Div
Calamos (CVTRX)
Gateway (GATEX)
Munder Mid Cap (MGOAX)
Oppenheimer Internatonal (OIBAX)
Thomas McDonald Money Market Fund
1 Shares Russell Midcap (IWS)
Growth Fund of America (GFAFX)
Henderson European Focus (HFEAX)
Thornburg Intemational Value (TGVIX)
Van Kampen Growth & Income (ACGMX)
Dividend Capital Total Realty Trust
Dodge & Cox Income (DODIX) — with line 164)
Gabelli Utilities Fund (GABUX)
Victory Portfolio (IPFIX)
Franklin Microcap (FVRMX) — Buy
Gabelli Utilities (GAUAX)
First Trust High Income (FSD)
IRA #3 — Int/Div
Blackrock Build Amenca (BBN)
Spider China ETF (GXC)
Vanguard Total Market EF1(VTI)
Dodge & Cox Income (DODIX)
Vanguard High Dividend (VYM)
First Trust High Income (FSD)
Vanguard Money Market (VMMXX)
Vanguard High Yield Corp (VWEHX)
SPDR Int Div (DWX)
Tortoise Energy (NDP)
Natural Resource (NRP)
Pennsylvania Mutual (PENNX)
TCW Return (TGLMX)
VBIRX
Amnaly Capital (NLY) — Buy
Apollo Investment (AY) — Buy
Verizon (VZ) — Buy
Vodafone (VOD) — Buy
IRA #5 — Int/Div
Tortoise Energy (NDP)
ING Infrastructure (1DE)
Vanguard Money Market (VMMXX)
Apollo Investment (ALY) — Buy
John Hancock Venture — Int/Div
Reliastar Whole Life (Insurance) — Interest
US Savings Bonds — Interest
Citigroup (C)* — Int/Div
Coca Cola Enterprises (CCE)* — Int/Div
Walt Disney Company (DIS)* — Int/Div
FFD Financial (FFDF)* — Int/Div
Motorola Solutions (MS1) — Int/Div
Occidental Petroleum (OXY )* — Int/Div
RPM International (RPM)* — Int/Div
Tower Fmancial (TOFC)* — None
US Bancorp (LSB)* — Int/Div
Huntington* — Int/Div
Orbital (OBTEF)* — None
Memill Lynch CMA Funds (cash) — Interest
Amgen (AMGN)* — None
Applied Material (AMAT)* — Int/Div
Ares Capital (ARCC)* — Int/Div
AT&T(T)* — Int/Div
Bristol-Myers Squibb (BMY )* — Int/Div
Coca Cola (KO)* — Int/Div
Conagra Foods (CAG)® — Int/Div
Eh Lilly (LLY)* — Int/Div
Intel (INTL)* — Int/Div
KevCorp (KEY)* — Int/Div
Marathon Oil (IMRO)* — Int/Div
MPC — Int/Div
Sony (SNE)* — Int/Div
Verizon Communications (VZ)* — Int/Div
Zimmer Holdings (ZMH)* — None
Goldman Sachs Fund (GHYAX) — Interest — Sold
Blackrock Mun Intermediate Fund (MUD) — Interest
Blackrock Muniholdings Fund (MHD) — Interest — Sold
Nuveen Fund (NZF) — Interest
Diversified Credit Oppty Fund — Int/Div — Sold
CBS (CBSA) — Int/Div
Goldman Sachs (GSMAX) — None
Looms Sayles (NEFZX) — Interest
Merck (MRK)* — Int/Div
Lakewood City (Bond) — Interest — Redeemed
Cedar Fair (FUN)* — Int/Div
Deutsche Bank Pref Trust 1X — Int/Div
Eaton Vance Nat Mun Fund — Int/Div — Sold
Millcreek-West University Ohio (Bond) — Interest — Redeemed
Nationwide Bank (Accounts) — Interest
Butler County (Bond) — Interest
Henderson International {(HFOAX) Fund — Int/Div
1x) — Int/Div
VGT — Int/Div
VEU — Int/Div
VOHXX — Int/Div
VOHIX — Int/Div
DFA US Core Equity (DFQTX) — Int/Div
DFA International Core (DFIEX) — Int/Div
DFA Emerging (DFCEX) — Int/Div
Schwab (Account) (cash) — Interest
Bank of America (BAC) — Int/Div
VGK — Int/Div
Franklin High Yield Tax Free (FRHIX) Fund — Int/Div — Sold
Legg Mason Municipal High (STXAX) Fund — Int/Div
Ohio State Higher Ed (Bonds) — Interest
Montgomery County Ohio Rev (Bonds) — Interest
Greene County Ohio Hos. (Bonds) — Interest
ATOIX — Int/Div
XLP — Int/Div
Dexcom — None
VFSTX — Int/Div
Banco Santander (STD) — Int/Div
Cisco (CISCO) — Int/Div
Energy Sector Spdr. (XLE) — Int/Div
Kimberly Clark (KMB) — Int/Div
Kroger (KR) — Int/Div
Monsanto (MON) — Int/Div
National Bank Greece (NBG) — None — Sold
Petroleo Brasilemro (PBR) — Int/Div
Qualcomm (QCOM) — Int/Div
Savient Pharmaceutical (SVNT) — None — Sold
Exelon (EXC) — Int/Div
Peabody (BTU) — Int/Div
Zipcar (ZIP) — None — Sold
Hewlett Pack (HPQ) — Int/Div — Sold
Tortoise MLP Fund (NTG) — Int/Div
Blackrock Build America Fund (BBN) — Int/Div
Templeton Global Bond (TGBAX) — Int/Div
Lord Abbott Short Dur. (LDLFX) — Int/Div
Tortoise MLP Fund (NTG) — Int/Div
Frontier (FTR) — Int/Div
Abbott (ABT) — Int/Div
Acme Packet (AKPT) — None — Sold
Best Buy (BBY) — Int/Div — Sold
Community Trust Bank (CTBI) — Int/Div
Goldman Sachs (GS) — Int/Div — Sold
Newmont Mining (NEM) — Int/Div
ING Infra (IDE) — Int/Div
Morgan Stanley PFD (MSK) — Int/Div
Proctor Gamble (PG) — Int/Div
Statoil (STO) — Int/Div
Teva(TEVA) — Int/Div
Transocean (RIG) — Int/Div
First Trust (FSD) — Int/Div
Berea Ohio School (Bond) — Interest
Gabelli Utilities (GABUX) — Int/Div
Fifth Third Bank (Accounts) — Interest — Redeemed
Kev Bank (Accounts) — Interest
SB Financial Group fka Rurban Fmancial — None
Abbvie (ABBV) — Int/Div — from line 271)
Apple (AAPL) — Int/Div — Buy
Apache (APA) — Int/Div — Buy
Cimnx (CTXS) — None — Buy
Rio Tmto (RIO) — Int/Div — Buy
Suncor (SU) — Int/Div — Buy
Windstream (WIN) — Int/Div — Buy
HCP Inc. (HCP) — Int/Div — Buy
Vanguard High Dividend (VYM) — Int/Div — Buy
Reimbursement — The American Legal System — Cae od 8 weit
Reimbursement — American Bar Associaton — 10/22 - 100242013 — Boston. MA — ABA National Institute on Class Action — Fhght? hotel transportation; meals; mileage; parking
Reimbursement — The American Legal System — wer, et 2asiaceasy, Jd
Spouse's income — 2013 — Self-employed attorney
Names with asterisks are common stock.
Trust #1 (Line 2) is an Aggregate Ownership Arrangement in which my 50000 is a beneficiary or trustee of [01 trusts, Assets are itemized (Lines 3 - 128).
Deletions from 2012 Financial Disclosure Report
2012 FDR Line 63
Various Municipal Tax-Exempt Bonds
Unnecessary descripton (no value); bonds are listed separately
2012 FDR Lines 176-178
Moved to Lines 286-288 for ease of reporting
Transfers from IRA #1 to IRA #4
2012 FDR Line 134
Pennsylvania Mutual (PENNX)
Transferred to IRA #4 (now Line 172)
2012 FDR Line 146
TCW Return (TGLMX)
Transferred to IRA #4 (now Line 173)
2012 FDR Line 155
VBSSX / now known as VBIRX
Transferred to IRA #4 (now Line 174)
Additions to 2013 Fiancial Disclosure Report
Lines 62 (Nationwide Bank) and 123-128
Acquistions made to Trust #1
Lines 175-178
Acquisitions made to Trust #4
Line 183
Acquisition made to Trust #5
Lines 289-297
Spin-off / acquisitions made pintly or by J
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.