Robert Rees Summerhays
2016Annual
Ask Donna
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.