Walter Herbert Rice

2016Annual

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Pull out the substance of this filing.

What was filed

  • 208

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Building Bridges
  • Aviation Hentage Foundation, Inc
  • The University of Davton School of Law
  • Dayton Dilogue on Race Relations
  • Reentry Policy Boird (part of the Community-wide Ex-Offender Reentry Task Force)
  • Amencan Veterans Hentage Commission
  • Ohio Public Emplovees Retirement System; monthly pension checks

As filed

Health Care Select SPDRMississippi — Int/Div — Sold (part)

Health Care Select SPDR — Buy (add'l)

Fifth-Third Bank, Dayton, OH fka PNC Bank (savings account) — Interest

Society National Bank, nka Key Bank Dayton - checking acct) — Interest

Allergen - common stock — Int/Div

Beckman Instrument - common stock — Int/Div

Fifth-Third Bank, fka PNC Bank, Dayton {checking acct) — Interest

Fifth-Third Bank, Dayton (interest bearing checking account) — Interest

Fifth-Third Bank, Dayton (interest bearing savings account) — Interest

Wright-Patterson Credit Union — Interest

Integra Financial — Int/Div

SmithKline Beecham - Preferred Stock — Int/Div

Curators Univ Mo Sys Facs Rev Ser B — Interest

Ohio State Higher Ed Lt Ser A RF — None — Sold

Harms Tex Met Tran At — Interest

Alaska Mun Bd Bk Ak Mun — Interest

Baltimore MD Rev Sub-Wastewater Proj — Interest

California Resources Corp* (See Part VIII) — None — Sold (part)

Cahformia Resources Corp — Sold

California St. Var Purp — Interest

Camival Corp Paired SHS — Int/Div — Buy

Camival — Buy (add'l)

Camival — Buy (add'l)

Camival — Buy (add'l)

Camival — Buy (add'l)

Camival — Buy (add'l)

Chicago 111 O Hare Intl — Interest

Coca Cola Com — Int/Div — Sold (part)

Coca Cola — Buy (add'l)

Conocophillips — None — Sold (part)

Conocophillips — Sold

Consumer Discretionary SPDR — Int/Div — Sold (part)

Consumer Discretionary — Buy (add'l)

Consumer Discretionary — Buy (add'l)

District Columbia Ser A — Interest

Energy Northwest Wash — Interest — Buy

Exxon Mobil Corp — Int/Div — Buy

Exxon Mobil Comp — Buy (add'l)

Exxon Mobil Corp — Sold (part)

Exxon Mobil Corp — Sold (part)

Exxon Mobil Corp — Sold (part)

Exxon Mobil Corp — Sold

First Tr Exchange Traded Fund — Int/Div — Buy (add'l)

First Tr Exchange Traded Fund — Int/Div — Sold (part)

First TR ISE Cloud Comp — Int/Div — Buy (add'l)

First TR ISE Cloud Comp — Int/Div — Sold (part)

Florida St Brd Ed Pub Cap Outlay — Interest

Intermountain Pwr Agy — Interest — Redeemed

Intl Business Machines Corp (IBM) — Int/Div — Buy (add'l)

Intl Business Machines Corp (IBM) — Buy (add'l)

Intl Business Machines Corp (IBM) — Buy (add'l)

Intl Business Machines Corp (IBM) — Buy (add'l)

Intl Business Machines Corp (IBM) — Buy (add'l)

Intl Business Machines Corp (IBM) — Buy (add'l)

Ishares Nasdaq Biotech — Int/Div — Buy (add'l)

Nebraska Pub Pwr Dist Rev Gen Natl — Interest — Redeemed

New Jersey St Transn Tr — Interest — Redeemed

Nevada St Hwy Impt Rev Motr Vehicle Fuel RF — Interest

University Minn Ser A — Interest — Redeemed

BIF Money Fund — None

ABBVIE Inc. (ABBY) — Int/Div — Sold (part)

ABBVIE Inc — Sold (part)

ABBVIE Inc — Sold (part)

ABBVIE Inc — Sold (part)

ABBVIE Inc — Sold (part)

ABBVIE Inc — Sold

Automatic Data Proc (ADP) — Int/Div — Sold (part)

Automatic Data Proc (ADP) — Sold (part)

Automatic Data Proc (ADP) — Sold (part)

Automatic Data Proc (ADP) — Sold (part)

Automatic Data Proc (ADP) — Sold

Altria Group Inc (MO) — Int/Div — Sold (part)

Alina — Sold (part)

Alina — Sold

Amn Elec Power (AEP) — Int/Div — Buy (add'l)

Astrazeneca — Int/Div — Sold (part)

Astrazeneca — Buy (add'l)

Astrazeneca — Buy (add'l)

Astrazeneca — Buy (add'l)

AT&T Inc. (T) — Int/Div — Buy (add'l)

AT&T — Buy (add'l)

AT&T — Buy (add'l)

Centurylink Inc — Int/Div — Sold (part)

Centurylink Inc — Sold (part)

Centurvlink Inc — Sold (part)

Centurylink Inc — Sold

Centurvlink Inc — Buy (add'l)

Centurvlink Inc — Buy (add'l)

Centurylink Inc — Buy (add'l)

Centurylink Inc — Buy (add'l)

Centurylink Inc — Buy (add'l)

CME Group Inc — Int/Div — Buy

CME Group — Buy (add'l)

CME Group — Buy (add'l)

CME Group — Buy (add'l)

CME Group — Buy (add'l)

CME Group — Buy (add'l)

CME Group — Buy (add'l)

Digital Rlty Tr Inc. (DLR) — Int/Div — Sold (part)

Digital Rlty — Sold (part)

Digital Rlty — Sold (part)

Digital Rlty — Sold (part)

Digital Rlty — Sold (part)

Digital Rlty — Sold (part)

Digital Rlty — Sold (part)

Dominion — Int/Div — Sold (part)

Dominion — Buy (add'l)

Eh Lilly — Int/Div — Sold (part)

Eli Lily — Sold (part)

Eli Lily — Sold (part)

El Lily — Sold

General Electric (GE) — Int/Div — Buy (add'l)

Intel Corp (INTC) — Int/Div — Buy (add'l)

JPMorgan Chase & Co. (JPM) — Int/Div — Buy (add'l)

Kraft Foods Group Inc. (KR¥F 1) — Int/Div — Buy (add'l)

Kimberly Clark (KMB) — Int/Div — Sold (part)

Kimberly Clark — Buy (add'l)

Lockheed — Int/Div

Massachusetts ST Dev Fin — Interest — Buy

McDonalds Corp. (MCD) — Int/Div — Sold (part)

McDonalds Corp — Buy (add'l)

MetLife Inc. Com — Int/Div — Sold (part)

MetLife Inc. Com — Sold (part)

MetLife Inc. Com — Buy (add'l)

MetLife Inc. Com — Buy (add'l)

MetLife Inc. Com — Buy (add'l)

MetLife Inc. Com — Buy (add'l)

MetLife Inc. Com — Buy (add'l)

MetLife Inc. Com — Buy (add'l)

MetLife Inc. Com — Buy (add'l)

MetLife Inc. Com — Buy (add'l)

Mmnesota St. Ser D — Interest — Buy (add'l)

Mississippi St — Interest — Buy

New York NYC Trans Fin Auth — Interest — Buy

New York NYC Trans Fin Auth — Sold

North Dakota Pub Fun — Interest

Occidental Pete Corp (OXY) — Int/Div — Sold (part)

Occidental Pete Corp — Buy (add'l)

Occidental Pete Corp — Buy (add'l)

Occidental Pete Corp — Buy (add'l)

Paccar Inc. (PCAR) — Int/Div — Buy (add'l)

Paccar — Buy (add'l)

Paccar — Buy (add'l)

Philip Moris Intl Inc. (PM) — Int/Div — Sold (part)

Philip Morris Intl Inc — Buy (add'l)

Philip Morris Intl Inc — Buy (add'l)

Philip Morris Intl Inc — Buy (add'l)

Philip Morris Intl Inc — Buy (add'l)

Philip Moms Intl Inc — Buy (add'l)

Philip Morris Intl Inc — Buy (add'l)

Plizer Inc — Int/Div — Buy (add'l)

Pfizer Inc — Buy (add'l)

Plizer Inc — Buy (add'l)

Pfizer Inc — Buy (add'l)

Pfizer Inc — Buy (add'l)

Phizer Inc — Buy (add'l)

Pfizer Inc — Buy (add'l)

Pfizer Inc — Buy (add'l)

PPL Corporation (PPL) — Int/Div — Sold (part)

PPL Corporation (PPL) — Buy (add'l)

PPL Corporation (PPL) — Buy (add'l)

PPL Corporation (PPL) — Buy (add'l)

PPL Corporation (PPL) — Buy (add'l)

PPL Corporation (PPL) — Buy (add'l)

Procter & Gamble Co. — Int/Div — Buy (add'l)

Real Estate Select Sector SPDR FD SHS — Int/Div — Buy

Roval Dutch — Int/Div — Buy (add'l)

Royal Dutch — Buy (add'l)

Royal Dutch — Buy (add'l)

Roval Dutch — Buy (add'l)

Roval Dutch — Buy (add'l)

Royal Dutch — Buy (add'l)

Sector SPDR Energy — Int/Div — Buy

Sector SPDR Energy — Buy (add'l)

Sector SPDR Financial — Int/Div — Buy (add'l)

Sector SPDR Fmancial — Sold (part)

Spectra Energy Corp. (SE) — Int/Div — Buy (add'l)

Spectra Energy Corp. (SE) — Buy (add'l)

Spectra Energy Corp. (SE) — Sold (part)

Spectra Energy Corp — Sold (part)

Spectra Energy Corp. — Sold (part)

Spectra Energy Corp — Sold

Thomson Reuters Corp (TRI) — Int/Div

Toronto Dominion Bank (TD) — Int/Div — Buy (add'l)

Toronto Dominion Bank — Buy (add'l)

Toronto Dominion Bank — Buy (add'l)

Toronto Dominion Bank — Buy (add'l)

Toronto Dominion Bank — Sold (part)

Vanguard Consumer — Int/Div — Sold (part)

Vanguard Consumer — Buy (add'l)

Vanguard Energy — Sold (part)

Vanguard Energy — Sold

Vanguard Industrial — Int/Div — Sold (part)

Vanguard Information Tech — Int/Div — Buy (add'l)

Vanguard Information Tech — Sold (part)

Vanguard Materials — Int/Div — Buy (add'l)

Vanguard Matenals — Sold (part)

Ventas Inc. REIT (VTR) — Int/Div — Sold (part)

Ventas Inc. REIT — Sold (part)

Ventas Inc. REIT — Sold (part)

Ventas Inc. REIT — Buy (add'l)

Veritiv® (see Part VII) — None

Verizon Communicams Com (VZ) — Int/Div — Buy (add'l)

Virginia CBA Va Ed — Interest

ML Bank Deposit Program — Interest

ML Money Market Account (cash) — Interest

Alburquergue NM Mun SD — Interest

Arizona Wir Infrastr — Interest

Board member, Building Bridges

Founding Trustee, Aviation Hentage Foundation, Inc

Board of Advisors, The University of Davton School of Law

Former Co-Chairperson/Current Board member, Dayton Dilogue on Race Relations

Co-Chair, Reentry Policy Boird (part of the Community-wide Ex-Offender Reentry Task Force)

Chair, Amencan Veterans Hentage Commission

Spouse's income — 2016 — Ohio Public Emplovees Retirement System; monthly pension checks

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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