William Jay Riley

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 71

    investments

  • 4

    positions

  • 1

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Riley Munn Farm Partnership
  • University of Nebraska, College of Law
  • American Board of Tnal Advocates
  • Robert M. Spire Inns of Court
  • American Board of Trial Advocates
  • ET ~ Mowe of Law

As filed

First National Bank of Omaha Cash Accounts — Interest

Mass Mutual Life Insurance - Whole Life Cash Values — None

Riley Quest, L.L.C — None

Marsico Growth Fund — Int/Div

IRA Z(H)

Janus Growth & Income — Int/Div

Growth Fund Amer Inc — Int/Div

Weitz Value Fund — Int/Div — Sold

IRA-#2(H)

American Century Income & Growth Fund — Int/Div

Marsico Growth Fund — Int/Div

American Century Equity Income — Int/Div

RBC Dam Rauscher 403(b) Account{H)

RBC Bank Deposit Program — Interest — Sold

Davis New York Venture Fund — Int/Div — Sold

Eagle Ser — Int/Div — Sold

Growth Fund Amer Inc — Int/Div — Sold

Thomburg Inv. Inc — Int/Div — Sold

Thormburg Inve. Tr — Int/Div

Raymond James 403(b) (H)

RBC Bank Deposit Program — Interest — Buy

Davis New York Venture Fund — Int/Div — Buy

Eagle Ser — Int/Div — Buy

Growth Fund Amer Inc — Int/Div — Buy

Thomburg Inv. Inc — Int/Div — Buy

First National Bank of Omaha - Profit Sharing & 401(k) FSB&B(H)

Goldman Sachs-U.S. Government Money Market Fund — Int/Div — Sold (part)

Goldman Sachs-U.S. Government Money Market Fund — Sold (part)

Goldman Sachs-U.S. Government Money Market Fund — Sold (part)

Goldman Sachs-U.S. Government Money Market Fund — Sold (part)

Berkshire Hathaway, Inc. Class A Common — None

RBC Account X (H)

Prime Money Market X-RBC — Interest — Sold

Ashton Funds Montag & Caldwell Growth by % — Int/Div — Sold

Davis New York Venture Fund — Int/Div — Sold (part)

Davis New York Venture Fund — Sold (part)

Davis New York Venture Fund — Sold

Thorburg Intl Value Fund — Int/Div — Sold

Templeton Foreign FD CL A — Int/Div — Sold

Dwmond Hill FD — Int/Div — Sold

Artisan Int Val FD — Int/Div — Sold

Raymond James Account X (H)

Prime Money Market Account X- — Interest — Buy

Ashton Funds Montag & Caldwell Growth xX — Int/Div — Buy

Davis New York Venture Fund — Int/Div — Buy

Davis New York Venture Fund — Sold (part)

Thomburg Intl Value Fund — Int/Div — Buy

Templeton Foreign FD CL A — Int/Div — Buy

Dumond Hill FD — Int/Div — Buy

Artisan Int Val FD — Int/Div — Buy

Artisan Int Val FD — Sold (part)

RBC Wealth Mg (H)

RBC Bank Deposit — Interest — Sold

Columbia Select Large Cap Growth ( — Int/Div — Sold

Davis New York Venture Fund — Int/Div — Sold (part)

Davis New York Venture Fund — Sold

Diamond Hill Funds Small Cap — Int/Div — Sold

Eagle Sur MidCap Growth FD — Int/Div — Sold

Euro Pac Growth FD — Int/Div — Sold (part)

Euro Pac Growth FD — Sold

Nebr Pub Pwr Dist Rev. Gen Elec & Pub Powr — Interest — Sold

Lincoln Neb Elec Svs Rev Elec & Pub Pwr

Raymond JamesWealth Mg (H)

RBC Bank Deposit — Interest — Buy

Columba Select Large Cap Growth C — Int/Div — Buy

Davis New York Venture Fund — Int/Div — Buy

Diamond Hill Funds Small Cap — Int/Div — Buy

Eagle Sur MidCap Growth FD — Int/Div — Buy

Euro Pac Growth FD — Int/Div — Buy

Nebr Pub Pwr Dist Rev, Gen Elec & Pub Powr — Interest — Buy

Lincoln Neb Elec Sys Rev Elec & Pub Pwr — Interest — Buy

Manager, Riley Munn Farm Partnership

Adpunct Professor, University of Nebraska, College of Law

Treasurer, Nebraska Chapter, American Board of Tnal Advocates

Counselor Judicial Member, Robert M. Spire Inns of Court

Gift — American Board of Trial Advocates — Reduced Membership — $450.00

Agreement — 1401/75 — Profit Sharing and 401(k) Retirement Plan, Fitzgerald, Schorr, Barmettler & Brennan, P.C., L.L.O., former law firm, no control after termination 8/15/2001

Reimbursement — ET ~ Mowe of Law — aT fT Nh TN — peat du Males — O'Connor Justice Prize Dinner

Income — 2016 — University of Nebraska, College of Law — S7.700.00

All RBC Wealth Management accounts transferred in 2016 to Raymond James for management, because my broker/friend changes companies.

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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William Jay Riley | Frix