Robert G Mayer

2014Annual

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Pull out the substance of this filing.

What was filed

  • 123

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Walter Chandler American Inn of Court
  • Short, LLC
  • Cottonwood Tree Company LLC
  • Maver's Restorations Lid
  • Trust B
  • Alhant Credit Umion
  • Chase
  • Aves We Ty ae BarAssociation
  • Untted Asrlines -- salary

As filed

IWD — Int/Div

WP — Int/Div

OFF — Int/Div

PFF — Int/Div

LL VWO — Int/Div

CS) — Int/Div

BB&T Accounts — Interest

Anthem formerly WellPoint, Inc., common stock — Int/Div

IRASSEP Account (H) (Items 4-10) — Int/Div

American Balanced Fund Class FI — Sold

Blackrock Equity Dividend Fund CL Inst] — Sold

Calamos Growth & Income Fund CL — Sold

Columbia Marsico 21st Century Fund CL Zz — Sold

Ivy Asset Strategy Fund Class — Sold

Franklin Mutual Global Discovery FD CL yA — Sold

Dreyfuss Liquid Assets CL 2 — Closed

Short LLC membership interest (H) (Items 12.13)

Rental property, Fairfax, VA (2014 assessment $440,600) — Reat

BB&T Account — None

Alliant Credit Union Accounts — Interest

301K) Plan (H) (Items 16-30) — None

LUCH. Inc. Stock Fund — Sold

Loomis Value N — Buy (add'l)

Loomis Value N — Sold

Pimco Total Ret Bond — Sold

Vanguard Target 2015 — Sold (part)

Vangaurd Target 2015 — Sold

Vanguard Target 2020 — Buy

Vanguard Target 2025 — Buy (add'l)

Vanguard Target2025 — Sold

Vimguard Target 2035 — Buy

Vangaurd Target 2035 — Sold

Vanguard Target 2045 — Buy

Vanguard Target 2045 — Sold

Vanguard Target 2055 — Buy

Vanguard Target 2055 — Sold

Alliant Credit Union (IRA) — Interest — Closed

Burke & Herbert Bank Account — Interest

Brokerage Account A (H) (Items 34-62)

American Funds Capital Income Builder CLC — Int/Div — Sold (part)

American Funds The Income Fund of America CLC — Int/Div — Sold (part)

American Funds American Balanced Fund CLC — Int/Div — Sold (part)

American Funds The Bond Fund of America CLC — Int/Div — Sold

American Funds Capital World Growth & Income Fund CL C — Int/Div — Sold (part)

American Funds American Balanced Fund CLA — Int/Div

American Funds The Income Fund of America CL A — Int/Div

American Funds New Perspective Fund CLA — Int/Div — Buy (add'l)

American Funds New Perspective Fund CLA — Buy (add'l)

American Funds New Perspective Fund CLA — Sold (part)

American Funds New World Fund CL A — Int/Div — Buy (add'l)

American Funds New World Fund CL A — Buy (add'l)

American Funds New World Fund CL A — Sold (part)

American Funds Washington Mutual Investors Fund CL A — Int/Div — Sold (part)

AMCPX — Int/Div — Buy (add'l)

AMCPX — Buy (add'l)

AMCPX — Sold (part)

AMRMX — Int/Div — Buy (add'l)

AMRMX — Sold (part)

LL CWGIX — Int/Div

ANCFX — Int/Div — Buy (add'l)

ANCFX — Sold (part)

AGTHX — Int/Div — Buy (add'l)

AGTHX — Buy (add'l)

AGTHX — Sold (part)

AIVSX — Int/Div — Buy (add'l)

AIVSX — Sold (part)

GBLAX — Int/Div — Buy

GBLAX — Sold (part)

Brokerage Account B (H) (Items 64-72)

AT&T common stock — Int/Div — Sold

BP PLC common stock — Int/Div — Sold

Chevron common stock — Int/Div — Sold

Exxon Mobil Corp common stock — Int/Div — Sold

IBM common stock — Int/Div — Sold

McDonalds Corp common stock — Int/Div — Sold

Verizon Commumcations common stock — Int/Div — Sold

Tax Exempt Fund of Virginia CL A — Interest — Sold

Federated Capital Reserves — Interest — Closed

Belt Realty LLC membership interest (H) (Ttems 74-76)

BB&T account — None

Real Prop. A, Alexandria, VA (2014 assess, $603,590) — Rent

Real Prop. B, Alexandria, VA (2014 assess, SS81.810) — Rent

Trust B(H) (Item 78)

Alliant Credit Union Account — Interest — Closed

Cottonwood Tree Co LLC membership interest (H) (lems 80-81)

Real Prop. Sedgwick Co., KS (2014 assess, S164.700) — Rent

BB&T bank account — None

Denham Green Lane LLC membership interest (H) (tems 83-84)

Real Prop. Worchester Co, MD (2014 assess, S468.000) — Reat

BB&T bank account — None

Mayer's Restorations Ltd membership interest (H) (Item 86)

Real Prop Montgomery Co, OH (2014 assess, $77,890) — Rent

IRA 2 (HXltems 88-109) — Int/Div

LUUP — None — Sold

LUUP — Int/Div — Sold (part)

LUUP — Sold (part)

UH — Int/Div

BKLN — Int/Div — Sold (part)

PCY — Int/Div

PCY — None — Buy (add'l)

VGK — Int/Div

VIG — Int/Div

VGT — Int/Div

DX) — Int/Div

DX) — None — Buy

DX) — Int/Div — Buy

MINT — Int/Div — Buy

STPZ — None — Buy

STPZ — Int/Div — Buy

Brokerage Account C (H) (Items 111-122)

Brokerage Account C (H) (Items 111-122) — Int/Div — Buy (add'l)

Brokerage Account C (H) (Items 111-122) — Buy (add'l)

Brokerage Account C (H) (Items 111-122) — Sold

WPOIX — Int/Div — Sold

VFINX — Int/Div — Sold

VFINX — Int/Div — Buy

VFINX — Int/Div — Buy

VFINX — Sold

SBUX — Int/Div — Buy

SBUX — None — Buy

SBUX — None — Buy

SBUX — Sold

SunTrust Bank Account — None — Open

Member of Executive Committee, Walter Chandler American Inn of Court

Manager, Short, LLC

Manager, Cottonwood Tree Company LLC

Manager, Maver's Restorations Lid

Co-Trustee, Trust B

Liability — Alhant Credit Umion — Credit Card

Liability — Chase — Credit Cards

Reimbursement — Aves We Ty ae BarAssociation — a. — bankruptcy educational conference

Spouse's income — 2014 — Untted Asrlines -- salary

Part VII, Line 67, Trust B. Final distribution was made in 2014.

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.

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