Robert Lewis Hinkle
2016Annual
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What was filed
49
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Capital City Bank
As filed
Capital City Bank — Interest
1/100 Berkshire HTWY CLA (formerly Berkshire Hathaway) — None
National Retail Pptys Inc. (NNN) — Int/Div — Sold (part)
Equifax, Inc. (EFX) — Int/Div
International Flavors and Fragrances, Inc {IFF) — Int/Div
Kimberly-Clark Corporation (KMB) — Int/Div
Bank NY Mellon Corp. (BK) — Int/Div
Southern Company (SO) — Int/Div
IRA #1 (assets listed individually)
SPDR Dow Jones Indust Av Etf Trust (DIA) (held in IRA #1) — Int/Div
SPDR S&P Midcap 400 EFT Trust (MDY) (held in IRA #1) — Int/Div
IRA #2 (asset histed individually)
AMCAP FUND (held in IRA 22) — Int/Div
Phoenix Life Ins. Co. (formerly Phoenix Home Life) (whole life ins.) — None
ISHARES Core S&P ETF (1JR) (held in IRA #1) — Int/Div
ISHARES MSC1 EAFE Index Fund (EFA) (held in IRA #1) — Int/Div
Aston Cornerstone Large Cap Value Inst (held in IRA #1) — None — Sold
Aston Cornerstone Large Cap Value Inst (AAVIX) — None — Sold
Comcast Corp New CL A (CMCSA) — Int/Div
Teco Energy Inc (TE) — Int/Div — Sold
Schwab Govt Money Fund (held in IRA #1) — Int/Div — Buy (add'l)
Schwab Govt Money Fund (held in IRA #1) — Sold (part)
Schwab Govt Money Fund (held in IRA #1) — Buy (add'l)
Schwab Govt Money Fund (held in IRA #1) — Buy (add'l)
Schwab Govt Money Fund (held in IRA #1) — Sold (part)
Schwab Govt Money Fund (held in IRA #1) — Buy (add'l)
Schwab Govt Money Fund (held in IRA #1) — Buy (add'l)
Schwab Govt Money Fund (held in IRA #1) — Sold (part)
Schwab Govt Money Fund (held in IRA #1) — Buy (add'l)
Schwab Govt Money Fund (held in IRA #1) — Sold (part)
Schwab Govt Money Fund (held in IRA #1) — Buy (add'l)
Schwab Govt Money Fund (held in IRA #1) — Buy (add'l)
Schwab Govt Money Fund (held in IRA #1) — Buy (add'l)
Schwab Govt Money Fund — Int/Div — Buy (add'l)
Schwab Govt Money Fund — Buy (add'l)
Schwab Govt Money Fund — Sold (part)
Schwab Govt Money Fund — Buy (add'l)
Schwab Govt Money Fund — Buy (add'l)
Schwab Govt Money Fund — Buy (add'l)
Schwab Govt Money Fund — Buy (add'l)
Schwab Govt Money Fund — Sold (part)
Schwab Govt Money Fund — Buy (add'l)
Schwab Govt Money Fund — Sold (part)
Halvard Health Inc (HYH) — None
Schwab S&P S00 Index FD (SWPPX) — Int/Div — Buy
Schwab S&P S00 Index FD (SWPPX) — Buy (add'l)
Schwab S&P 500 Index FD (SWPPX) (held in IRA #1) — Int/Div — Buy
Schwab S&P 500 Index FD (SWPPX) (held in IRA #1) — Buy (add'l)
John Hancock Life Ins Co. (whole life Ins) — None
Liability — Capital City Bank — Mortgage on real property
On January 13, 2015 part of the Phoenix Home Life insurance policy was changed to a John Hancock Life insurance policy. The 2015 financial disclosure will be
amended to reflect this 2015 transaction,
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.