Robert James Shelby

2016Annual

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Pull out the substance of this filing.

What was filed

  • 20

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • United States Department of Education
  • America
  • Dist of Utah Bar Fund
  • Nat'l Assoc. of Federal Equity Receivers
  • Intrepad - Wages

As filed

Wells Fargo Cash Accounts — Int/Div

Mountain America Credit Union Accounts — Int/Div

Utah Educational Savings Plan Inst. Index S&P 500 — Int/Div

Retirement Account £1 (H)

GE Capital Finl Inc. CD — Interest

BMW BK North America CD — Interest

Wells Fargo Cash/Sweep Acct — Interest

BEuropacific Growth Fund — Int/Div — Sold (part)

Fidelity Advisor Midcap 11 Fund — Int/Div — Sold

Growth Fund America CL FI Fund — Int/Div — Buy (add'l)

Janus Invt FD Perkins Midcap Value — Int/Div — Sold

T Rowe Price New Horizons Fund — Sold (part)

Vanguard Windsor 11 Fund — Int/Div — Sold

Royce FD SPL Equity Fund — Sold (part)

Dodge & Cox FDS Int'l Fund — Int/Div — Sold (part)

Western Natl Life SYr MVA — Int/Div

Vanguard Dividend Growth Fund — Int/Div — Buy

Thomburg Invt Tr lnvt Income Builder FD — Int/Div — Buy

Retirement Account #2

Vanguard 500 Index Fund Adm — Int/Div

Liability — United States Department of Education — Student Loan for Law School

Reimbursement — America — Property Institute Annual Mtg

Reimbursement — Dist of Utah Bar Fund — July 6:9, 2016 — San Diego, CA — Utah State Bar Assoc, Annual Conf. - Presenter — Transportation, lodging, some meals

Reimbursement — Nat'l Assoc. of Federal Equity Receivers — Oct, 12416, 2016 — Washington, DC — NAFER Annual Mig Presenter — Transportation, lodging, some meals

Spouse's income — 2016 — Intrepad - Wages

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 James Shelby | Frix