Robert Rees Summerhays

2016Annual

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Pull out the substance of this filing.

What was filed

  • 55

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • John Duhe Amencan Inn of Court
  • Federal Bar Association
  • University of Lowsiana / Lafayette — Teaching income
  • Ascension Epispocal School (Wages)

As filed

T. Rowe Price Blue Chip Growth Fund — Int/Div — Sold (part)

T. Rowe Price Blue Chip Growth Fund — Sold (part)

T. Rowe Price Blue Chip Growth Fund — Sold (part)

T. Rowe Price Blue Chip Growth Fund — Sold (part)

T. Rowe Price Blue Chip Growth Fund — Sold (part)

T. Rowe Price Blue Chip Growth Fund — Sold (part)

T. Rowe Price Global Real Estate — Int/Div — Buy

Rowe Price European Stock Fund — Int/Div

T. Rowe Price Medditeranean — Int/Div

T. Rowe Price Value Fund — Int/Div — Sold (part)

T. Rowe Price Value Fund — Sold (part)

T. Rowe Price Value Fund — Sold (part)

T. Rowe Price Mid-cap Growth Fund — Int/Div — Sold (part)

T. Rowe Price Mid-cap Growth Fund — Sold (part)

T. Rowe Price Mid-cap Growth Fund — Sold (part)

T. Rowe Price Mid-cap Growth Fund — Sold (part)

T. Rowe Price Mid-cap Growth Fund — Sold (part)

T. Rowe Price Mid-cap Growth Fund — Sold (part)

T. Rowe Price Mid-cap Growth Fund — Sold (part)

T. Rowe Price SEP IRA (opened 6/11)

T. Rowe Price Blue Chip Growth Fund — Int/Div

T. Rowe Price Medditeranean — Int/Div

T. Rowe Price Value Fund — Int/Div

T. Rowe Price Global Stock Fund — Int/Div

T. Rowe Price Growth Stock Fund — Int/Div

T. Rowe Price Retirement 2030 Fund — Int/Div

TT. Rowe Price GNMA Fund — Int/Div

Vanguard Prime Money Market Fund — Interest

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard GNMA Fund — Interest

Vanguard S&P 500 Index Fund — Int/Div

Vanguard Small-Cap Index Fund — Int/Div

JP Morgan Chase (Louisiana) Savings Account — Interest

JP Morgan Chase (Louisiana) Checking Account — Interest

Diversified Investment Advisors WGM 401K Plan

Vanguard Money Market — Int/Div

Vanguard S&P 500 Fund — Int/Div

Alliance Bernstein Large Cap Growth Fund — Int/Div

Dodge & Cox Large Cap Value Fund — Int/Div

FPA Capital Small Cap Value Fund — Int/Div

Artisan Small Cap Growth Fund — Int/Div

Longleaf Partners International Value Concentration Fund — Int/Div

American Funds EuroPacific Intemational Fund — Int/Div

Alhanz Technology Fund — Int/Div

Goldman Sachs Real Estate Institutional Fund — Int/Div

Northwestern Mutual Whole Life Policy — Interest

Weil, Gotshal & Manges Partner Pension Plan — None

CF Schneider Family LP-- Limited partner interest — None

Mineral Interest #1 -- Thomas Duty Survey. Texas — Rovalty

Mineral Interest #2 — Bee County, Texas JD Wright Grant — Rovalty

Mineral Interest #3 — Bee County, Texas Mary M, Wright Gr. — Rovalty

Master of the Bench, John Duhe Amencan Inn of Court

Board Member, Federal Bar Association

Agreement — 09/30/2006 — Partially vested in Weil, Gotshal & Manges LLP partner pension. The pension plan is not based on firm profits, and 1s not payable until age 60

Income — 2016 — University of Lowsiana / Lafayette — Teaching income — $3,200.00

Spouse's income — 2016 — Ascension Epispocal School (Wages)

Part VII Lines 21 and 41 are headers for a SEP IRA and 401K plan with the individual holdings listed with income / valves for each individual holding

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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Robert Rees Summerhays | Frix