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.