Jack Zouhary
2014Annual
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Pull out the substance of this filing.
What was filed
286
investments
0
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
1
spouse income
Named parties
- The American Legal System
- The Amencan Legal System
- Foundation
- Self-employed arbitrator / mediator
As filed
Boemg*
Barrick Gold
Berkshire Hathaway
Broadcom
Cisco
AT&T (T)* — Int/Div
Monsanto
Philip Morris
Vertzon (VZ)
Vodafone (VOD)
Gateway (GATEX)
Wisconsin Energy*
DTE Energy* — Int/Div
Trust#1 — Int/Div
DCT Industrial Trust*
Deere & Co*
General Electric*
Intel?
1 Shares TR Russell Mid Cap Value*
Motorola Solutions (MSI)
Pepsico®
Pennsylvama Mutual Fund
US Bancorp Delaware New*
Abbott Labs*
AT&T*
Atmos Energy*
BPPLC*
Cardinal Health Inc Ohio *
Coca Cola*
Eaton*
Centurylink®
HSBC Holding*
JP Morgan Chase*
Key Corp*
McDonald's*
Merck & Co*
Royal Dutch Shell*
Bristol-Myers Squibb*
Conoco Philips*
Colgate Palmohive*
Conagra Foods®
DuPont E DeNemours*
HCPInc *
Olin*
Onacle*
Walgreen®
Nuveen Ohio Mun (Fund)
Sprint Nextel*
Stryker?
Windstream*®
Eaton Vance Tax (Fund)
Amgen*
Johnson & Johnson*
Microsoft®
American Electric Power*
Bob Evans Farms*
Citigroup*
Plizer*
Travelers*
Teco Energy*
Verizon Communications®
Dividend Capital Total Realty Trust
Deutsche Bank PFD Trust
Waste Management*®
Real Estate Property No. {Darke County, Ohio)
Mernll Lynch (Accounts)
Key Bank (Accounts)
Nationwide Bank (Accounts)
Wadsworth School Improvement (Bond)
Marysville School District { Bond)
Butler County (Bond)
Elida Local School (Bond)
Butler County Transportation { Bond)
Clorox
QCom
Apple
Kroger
Proctor Gamble
Carefusion
ATOIX
TGBAX
LDLFX
Montgomery County Ohio Rev (Bond) — Redeemed
Ohio State Higher Education Fac. (Bond)
Greene County Hosp. (Bond)
Am. Mun. Power OH Rev (Bond)
Frontier
Banco Santander
Diageo
Kimberly Clark
Blackrock Build America Bond Fund — Distnbuted
Lord Abbett Floating Rate Fund
Morgan Stanley Pid
Gabelli Utilities Fund
First Trust High Income
ING Infrastructure nka VOY A Infrastructure
Newmont Mining
Paychex
Petrobras
Telefonica
Teva
Vodafone
Doubleline Total Return
TCW Total Return
SPDR Nuveen S&P High
JP Morgan PFD
Philips 66
Aegon PFD
SPDR Int {(DWX)
DIA Mitt (IMLPHV)
Amnaly Capital (NLY PRA)
Apollo Investment (AY) — Distnbuted
Protective Life Debenture (PL PRC)
Tortoise Energy (NDP) — Sold
Abbvie (ABBY)
Glaxo Smith — Buy
Goldman Sachs MLP Energy — Buy
Google — Buy
Halyard — from line 85)
IRA #1 — Int/Div
Calamos (CVTRX)
Munder Mid Cap (MGOAX) — Sold
Oppenheimer Internatonal (OIBAX)
Thomas McDonald Money Market Fund
Growth Fund of America (GFAFX)
Henderson European Focus (HFEAX)
Thornburg Intemational Value (TGVIX)
Van Kampen Growth & Income (ACGMX) — Sold
Dividend Capital Total Realty Trust
Gabelli Utilities Fund (GAUIX)
Victory Portfolio (IPFIX)
Franklin Microcap (FVRMX)
IRA #2 — Int/Div
DFEOX
DFITX
DFREX
DFALX
DFSHX
Schwab (Account)
DFQTX
DFIEX
IRA #3 — Int/Div
Morgan Stanley & Co
Microsoft (MSFT)*
Shares S&P (PFF)
Gabelli Utilities (GAUAX)
First Trust High Income (FSD)
IRA #4 — Int/Div
Blackrock Build Amenca (BBN)
Spider China ETF (GXC)
Vanguard Total Market EFT (VTI)
Dodge & Cox Income (DODIX)
Vanguard High Dividend (VYM)
First Trust High Income (FSD)
Vanguard Money Market (VMMXX)
Vanguard High Yield Corp (VWEHX)
SPDR Int Div (DWX)
Tortoise Energy (NDP)
Natural Resource (NRP)
Pennsylvania Mutual (PENNX)
TCW Return (TGEMX)
VBIRX
Annaly Capital (NLY)
Apollo Investment (AY)
Shares Russell Midcap (IWS)
British Petroleum (BP) — Buy
Blackstone (BX) — Buy
GSMLP Energy (GER) — Buy
JP Morgan Equity (HLIEX) — Buy
Templeton Global Bond (TGBAX) — Buy
IRA #5 — Int/Div
Tortoise Energy (NDP)
ING Infrastructure (IDE) nka VOY A Infrastructure
Vanguard Money Market (VMMXX)
Apollo Investment (ALY)
Ares Capital (ARCC) — Buy
John Hancock Venture — Int/Div
Reliastar Whole Life (Insurance) — Interest
US Savings Bonds — Interest
Citigroup (C)* — Int/Div
Coca Cola Enterprises (CCE )* — Int/Div
Walt Disney Company (DIS)* — Int/Div
FFD Financial (FFDF)* — Int/Div
Motorola Solutions (MSI — Int/Div
Occidental Petroleum (OXY)* — Int/Div
RPM International (RPM)* — Int/Div
Tower Financial {TOFC)* nka Old National Bank (ONB) — None
US Bancorp (USB)* — Int/Div
Huntington* — Int/Div
Orbital (OBTEF)* — None
Merrill Lynch CMA Funds (cash) — Interest
Amgen (AMGN)* — None
Applied Material (AMAT)* — Int/Div
Ares Capital (ARCC)* — Int/Div
Bristol-Myers Squibb (BMY )* — Int/Div
Coca Cola (KO)* — Int/Div
Conagra Foods (CAG)* — Int/Div
Eh Lilly (LLY)* — Int/Div
Intel (INTL — Int/Div
KeyCorp (KEY)* — Int/Div
Marathon Oil (MRO)* — Int/Div
Marathon Petroleum (MPC) — Int/Div
Sony (SNE)* — Int/Div
Verizon Communications (VZ)* — Int/Div
Zimmer Holdings (ZMH )* — None
Blackrock Mun Intermediate Fund (MUD) — Interest
Nuveen Fund (NZF) — Interest
CBS(CBSA)* — Int/Div
Goldman Sachs (GSMAX) — None
Looms Sayles (NEFZX) — Interest
Merck (MRK)* — Int/Div
Cedar Fair (FUN)* — Int/Div
Deutsche Bank Pref Trust — Int/Div
Nationwide Bank (Accounts) — Interest
Butler County (Bond) — Interest
Henderson International (HFOAX) Fund — Int/Div
1X4 — Int/Div
VGT — Int/Div
VEU — Int/Div
VOHXX — Int/Div
VOHIX — Int/Div
DFA US Core Equity (DFQTX) — Int/Div
DFA International Core (DFIEX) — Int/Div
DFA Emerging (DFCEX) — Int/Div
Schwab (Account) (cash) — Interest
Bank of America (BAC) — Int/Div
VGK — Int/Div
Legg Mason Municipal High Fund (LMHIX) — Int/Div
Ohio State Higher Ed (Bonds) — Interest — Redeemed
Montgomery County Ohio Rev (Bonds) — Interest — Redeemed
Greene County Ohio Hos. (Bonds) — Interest
ATOIX — Int/Div
XLP — Int/Div
Dexcom — None
VFSTX — Int/Div
Banco Santander (STD) — Int/Div
Cisco (CISCO) — Int/Div
Energy Sector Spdr. (XLE) — Int/Div
Kimberly Clark (KMB) — Int/Div
Kroger (KR) — Int/Div
Monsanto (MON) — Int/Div
Petroleo Brasileiro (PBR) — Int/Div
Qualcomm (QCOM) — Int/Div
Exelon (EXC) — Int/Div
Peabody (BTU) — Int/Div
Tortoise MLP Fund (NTG) — Int/Div
Blackrock Build America Fund (BBN) — Int/Div
Templeton Global Bond (TGBAX) — Int/Div
Lord Abbott Short Dur. (LDLFX) — Int/Div — Sold
Tortoise MLP Fund (NTG) — Int/Div
Fromtier (FTR) — Int/Div
Abbott (ABT) — Int/Div
Community Trust Bank (CTBI) — Int/Div
Newmont Mining (NEM) — Int/Div
ING Infrastructure (IDE) nka VOY A Infrastructure — Int/Div
Morgan Stanley PFD (MSK) — Int/Div
Proctor Gamble (PG) — Int/Div
Statoil (STO) — Int/Div
Teva(TEVA) — Int/Div
Transocean (RIG) — Int/Div
First Trust (FSD) — Int/Div
Berea Ohio School (Bond) — Interest
Pfizer (PFE) / Mistakenly reported as Gabellis Utilities (GABUX) — Int/Div
Kev Bank (Accounts) — Interest
SB Financial Group fka Rurban Financial — None
Abbvie (ABBV) — Int/Div
Apple (AAPL) — Int/Div
Apache (APA) — Int/Div
Citrix (CTXS) — None
Rio Timo (RIO) — Int/Div
Suncor (SU) — Int/Div
Windstream (WIN) — Int/Div
HCP Inc. (HCP) — Int/Div — Sold
Vanguard High Dividend (VYM) — Int/Div
Halvard (HYH) — None — from line 244)
Califorma Resources (CRC) — Int/Div — from line 189)
Chicago Bridge & Iron (CBI) — Int/Div — Buy
Dorman (DORM) — None — Buy
Amazon (AMZN) — None — Buy
EBay (EBAY) — None — Buy
Philip Morris (PM) — Int/Div — Buy
Zoetis (ZTS) — Int/Div — Buy
Vanguard Total Int. (VXUS) — Int/Div — Buy
Market Vector Short (SHY D) — Int/Div — Buy
Share Japan (EWJ) — Int/Div — Buy
Power Shares Exchange (BKLN) — Int/Div — Buy
Reimbursement — The American Legal System
Reimbursement — The Amencan Legal System — Justice
Reimbursement — Foundation — Economics Institute for Judges — mileage; parking
Spouse's income — 2014 — Self-employed arbitrator / mediator
Names with asterisks are common stock.
Trust #1 (Line 2) is an Aggregate Ownership Arrangement in which J is a beneficiary or trustee of [01 trusts. Assets are itemized (Lines 3 - 120),
Blackrock Build America Bond Fund (Line 88) was distributed to in December 2014.
Apollo Investment (AIY) (Line 113) was distributed to in December 2014,
Deletions from 2013 Financial Disclosure Report
2013 FDR Line 126
SPDR Int. (DWX)
Combined with Line 110 for ease of reporting
Transfers from IRA #1 to IRA 24
2013 FDR Line 131
Gateway (GATEX)
Transferred to IRA #4 (now Line 168)
2013 FDR Line 135
| Shares Russell Midcap (IWS)
Transferred to IRA #4 (now Line 169)
Additions to 2014 Financial Disclosure Report
Lines 117-119
Acquisitions made to Trust #1
Line 120 / Halyard
Spin-off from Line 85 / Kimberly Clark
Lines 170-174
Acquisitions made to IRA #4
Line 180
Acquisition made to Trust #5
Line 280 / Halyard (HYH)
Spin-off from Line 244 / Kimberly Clark (KMB)
Line 281/ California Resources (CRC)
Spin-off from Line 189 / Occidental Petroleum (OXY)
Lines 282-291
Acquisitions made SII
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.