Kimberly Ann Moore

2013Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 50

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 2

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Citibank
  • Association LH
  • West-Thomson, Book Rovalities
  • attorney, self-employed, partner

As filed

Rental Property (2008 $2.211,554.00) [1] — Rent

Capital One Bank Accounts — Interest

Citibank Account — Interest

Northwestern Mutual Life Insurance — Int/Div

Northwestern Mutual Life Insurance — Int/Div

Berkshire Life Insurance — Int/Div

Charles Schwab Accounts A (H)

United Health Bonds — Interest

Anheuser Busch Bonds — Interest

Intersoll-RND — Interest

XTO Energy Inc — Interest

Vanguard GNMA — Int/Div — Sold

Vanguard High Yield — Int/Div

Pimco Dynamic Income — Int/Div — Buy (add'l)

Pimco Dynamic Income — Buy (add'l)

Pimco Dynamic Income — Buy (add'l)

Pimco Dynamic Income — Buy (add'l)

Pimco Dynamic Income — Buy (add'l)

Pimco Dynamic Income — Buy (add'l)

Pimco Dynamic Income — Buy (add'l)

Pimco Dynamic Income — Buy (add'l)

Pimco Dynamic Income — Buy (add'l)

Radian Group Inc — None — Sold (part)

Radian Group Inc — Sold (part)

Radian Group Inc — Sold

Pinmco Exch Traded Fund — Int/Div — Buy

Pinmco Exch Traded Fund — Buy (add'l)

Schwab GNMA Fund — None — Buy

Schwab GNMA Fund — Sold

Schwab Target 2015 Fund — None — Buy

Schwab Target 2015 Fund — Sold

Direxion SHS Exch TRD — Int/Div — Buy

Direxion SHS Exch TRD — Sold (part)

Direxion SHS Exch TRD — Sold

Charles Schwab Accounts B (H)

Vanguard Developed Markets — None

Vanguard Total Stock Market — Int/Div — Buy (add'l)

Vanguard Total Stock Market — Buy (add'l)

Morley Stable Value Fund Net 20 — None

T. Rowe Price Mid-Cap Growth — Int/Div — Buy (add'l)

T. Rowe Price Mid-Cap Growth — Buy (add'l)

Vanguard Institutional Index — Int/Div — Buy (add'l)

Vanguard Institutional Index — Buy (add'l)

Vanguard Total Bond — Int/Div — Buy (add'l)

Vanguard Total Bond — Buy (add'l)

VA 529 Plans (H)

pre Paid — Int/Div

n Vest Southside — Int/Div — Buy (add'l)

n Vest Piedmont — Int./hv — Buy (add'l)

in Vest Chesupeake* — Int/Div — Buy

Liability — Citibank — Mortgage on rental property

Reimbursement — Association LH — IY Ee TH, — exclusive of judicial education — TN re Ty N=

Reimbursement — education / participant in 1P Conference

Income — 2013 — West-Thomson, Book Rovalities — S5.E87.90

Spouse's income — 2013 — attorney, self-employed, partner

Amended report is being filed with corrections as requested in AO's letter of inquiry dated 9/17/2014

*Part VII, line 51 - in Vest Chesapeake was inadvertently omitted from original annual report dated and filed on 5/13/2014

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Kimberly Ann Moore | Frix