Gregory J. Kelly
2016Annual
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What was filed
33
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Employment - Orange County Public Schools
As filed
Brokerage Account #1
Rental Property #1, Orlando, FL (2004 $257.000) — Rent
Rental Property #2, Orlando, FL (2004 £260.000) — Rent
Vanguard 500 Index Fund Admiral (VFIAX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral (VIMAX) — Int/Div
Vanguard Selected Value Fund (VASVX) — Int/Div
Vanguard Growth Index Fund Adm VIGAX) — Int/Div
Brokerage Account #2
Oppenheimer International Growth (O1GIX) — Int/Div
Janus Venture Fund T (JAVTX) — Int/Div
Artisan Mid Cap Value Investor (ARTQX) — Int/Div
Brokerage Account #3 (IRA)
Vanguard Emerging Markets Stock Index Admiral IVEMAX) — Int/Div
Vanguard Growth Index Fund Admiral (VIGAX) — Int/Div
Vanguard 500 Index Fund Admiral (VFIAX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral (VIMAX) — Int/Div
Brokerage Account #4 (403b)
Vanguard Global Equity Fund (VHGEX) — Int/Div
Vanguard Growth Index Fund Investors (VIGRX) — Int/Div
Vanguard 500 Index Fund Investors (VFINX) — Int/Div
Vanguard Mid-Cap Index Fund Investors (VIMSX) — Int/Div
Brokerage Account #5 (IRA)
Vanguard Emerging Markets Stock Index Admiral IVEMAX) — Int/Div
Vanguard 500 Index Fund Admiral (VFIAX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral (VIMAX) — Int/Div
Vanguard Value Index Fund Admiral (VVIAX) — Int/Div
Bank Account - Central Florida Educators Credit Union — Interest
Brokerage Account 26 (403b)
American Century Heritage (TWHIX) — Int/Div
Brokerage Account #7
American Century Heritage (TWHIX) — Int/Div — Buy (add'l)
Brokerage Account #8 (Bene IRA)
Vanguard Intemational Growth Inv (VIWGX) — Int/Div — Distnbuted
Agreement — 2016 — Akerman Senterfitt 401k SunTrust Retirement Plan, Self-Directed
Spouse's income — 2016 — Employment - Orange County Public Schools
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.