Robyn L. Moberly
2015Annual
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Pull out the substance of this filing.
What was filed
63
investments
2
positions
0
gifts
0
agreements
2
debts
2
reimbursements
0
income
1
spouse income
Named parties
- note Part VII
- note Part VIII
- Indiana University McKinney School of Law Alumm Association
- Indianapolis Bar Association
- Bank of America
- Chase Bank
- Indianapohs Bar Assocation
- Whitham Hebenstreit and Zubek., attorneys at law
As filed
AT&T stock — Int/Div
American Electric Power — Int/Div
Fromtier Communications — Int/Div
Wells Fargo & Co — Int/Div
Marshall & Isley Bank (Y)
Verizon — Int/Div
Moberly Investments LLC — istrnibution — note Part VII
New Mexico Apache Corp. mineral lease rights — note Part VIII
Yates Petroleum Corp. mineral rights — note Part VII
Cimarex Energy Co. — note Part VII
Chesapeake Operating Inc, Oklahoma City. OK — note Part VII
Merit Energy — note Part VII
Endeavor Energy Resources LP, Midland TT — note Part VII
Three Rivers Operating Co — note Part VII
Coca Cola Co. — Int/Div
El Lilly Co. — Int/Div
IBM — Int/Div
Kimberly Clark — Int/Div
Merck — Int/Div
Chevron — Int/Div
Exxon Mobil — Int/Div
GE — Int/Div
Public Storage (REIT) — Distribution
Value Line Larger Companies Fund — Int/Div
Fidelity Diversified International Fund. — Int/Div
Fidelity Low-Priced Stock Fund — Int/Div
Wells Fargo Advatage Capital Growth — Int/Div
Blackrock Large Cap Value Reitrement K — Int/Div
PIMCO total REtum Inst] — Int/Div
Merrill Lynch Bank Deposit — Interest
CIT Bank Salt Lake City Utah Certificate of Deposit
DTE Energy Corp. — Int/Div
Piedmont Natural Gas — Int/Div
Southern Company — Int/Div
Cert of Deposit American Express Bank Salt Lake City UT municipal bond — Interest
Royal Bank of Scotland Grp PLC — Int/Div — Redeemed
Bunk of America Corp — Int/Div
Cisco Systems Ine — Int/Div
Citigroup, Inc — Int/Div
ONO Financial Group, Inc — Int/Div
Southwest Airlines — Int/Div
Travelers Co. — Int/Div
Vodafone Group PLC — Int/Div
AlhanceBernstein Global Thematic Growth Fund C1 A — None
Nuveen Investment Quality Municipal Fund — Int/Div
Express Scripts Holding Co — Int/Div
JP Morgan Chase & Co — Int/Div
Amencan Growth Fund — Int/Div
American Capital — Int/Div
American Capital World Growth & Income — Int./hv
Clearbridge Aggressive Growth — None
CD- Synchrony BK FKA GE — Int/Div
CD-Synchrony BK FKA GE — Int/Div
American Airlines Group (x) — Int/Div
Entergy Corp (Y)
General Motors Common shares — Int/Div
Oppenheimer Funds- Rising Dividend Fund A — Int/Div
Oppenheimer Funds- Equity Fund A — Int/Div
Oppenheimer Funds- Capital Appreciation Fund A — Int/Div
Oppenheimer Funds-Intemational Growth Fund A — Int/Div
Apple, Inc — Int/Div — Buy
Regions Banks Checking and savings — Interest
BMO Harris Bank — Int/Div
President, Indiana University McKinney School of Law Alumm Association
President Elect, Indianapolis Bar Association
Liability — Bank of America — consumer credit
Liability — Chase Bank — consumer credit
Reimbursement — Indianapolis Bar Association — June 18 and 19, 2015 — French Lick, Indiana — Bench Bar Conference — Registration only
Reimbursement — Indianapohs Bar Assocation — July 30-August 4, 2015 — Chicago, Hhnois — ABA annual meeting — mileage, hotel, registration fee, meals while at conference
Spouse's income — 2015 — Whitham Hebenstreit and Zubek., attorneys at law
Part VIL.
Line 7 is an LLC my siblings and 1 created to "hold" the mineral rights and mineral leases we owned as a result of our inheritance from our parents, The assets
in lines 8-14 were all transferred to the LLC on August 22, 2014 and 1 secidentally fuiled to disclose this tranfer of these assets to this newly created LLC in last
year's report. | called the staff at the Committee on Financial discosure and this was how | was told to treat this transaction.
Line 31: This is the same certificate of deposit as on line 38. Preciously, | entered the same certificate 2 different ways, but they are only | CD.
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