Joseph H. Gale

2013Annual

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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

  • 83

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • note Sec. VII
  • note Sec. VIII
  • Note Sec. VII
  • note sec. VIL
  • L.S. Senate Federal Credit Union
  • Charles Schwab & Co, Inc. (X)
  • self-employed songwriter
  • self-employed attorney

As filed

Trust #1 — Int

Same as above — Reat

IRA Calvert Grp. Inc. Fund, Calvert Grp, Bethesda, MD — Int/Div — note Sec. VII

IRA M&T Bank, Buffalo, NY (cash equivalent) — Interest

DuPont E.l.deNemours Co. common stock — Int/Div

Vertex Pharmaceuticals. Ine. common stock — None

Wells Fargo & Co. New common stock — Int/Div

Intel Corp. common stock — Int/Div — Sold (part) — note Sec. VIII

Cisco Systems, Inc. common stock — Int/Div — Sold (part) — note Sec. VIII

Smithfield Foods. Inc. common stock (Y) — None — Sold (part)

Smithfield Foods. Inc. common stock (Y) — Sold

Tellabs Inc. common stock (Y) — None — Sold

Rental Property #1, Smithfield. VA

Rental Property #2, Smithfield. VA

Hartford Life Insurance Co. variable annuity

CAIBX mutual fund

FRDPX mutual fund

AMECX mutual fund

Rental property £3, Smithfield, VA

Sprint Nextel Corp (Y) — None — Redeemed — Note Sec. VII

Express Scripts Holding Co — None

IRA - Edward D. Jones & Co. — Int/Div

Bell South Tele. Inc. debenture (Y) — Sold

Citigroup Inc. subordinated note

JP Morgan Chase & Co. notes

AT&T Inc. common stock

Bank of America Corp. common stock

Johnson & Johnson common stock

Medtronic Inc. common stock

Proctor & Gamble Co. common stock

Smithfield Foods, Inc. common stock (Y) — Redeemed

Insured Municipal Income Trust Series Jl unit trust — Interest

VA Investors Qual. Tax Exempt Series [ll unit trust — Interest

CA Water Service Group common stock — Int/Div

Chevron Corp. common stock — Int/Div — note sec. VIL

Teradata Corp DEL common stock — None

Invesco Van Kampen Comstock Fund Class C mutual fund — Int/Div

Invesco Van Kampen Hi Yield Mun. Fund Class A mut. fund — Int/Div

Achillion Pharma Inc. common stock (X) — None

Agilent Technologies Inc. common stock xX) — Int/Div

Akamai Technologies common stock (X) — None

Apple Inc. common stock (X) — Int/Div

Beam Inc. common stock (X) — Int/Div

Exxon Mobil Corp. common stock (X) — Int/Div

General Electric Co. common stock (X) — Int/Div

Idenix Pharmaceuticals common stock (X) — None

McDonalds Corp. common stock (X) — Int/Div

Oracle Corp. common stock (X) — Int/Div

Phizer Corp. common stock (X) — Int/Div

Rollover IRA-Charles Schwab & Co, Inc (xX) — Int/Div

Achillion Pharma Inc. common stock

Akamai Technologies common stock

Apple Inc. common stock

Facebook Inc. Class A common stock

General Electric Co. common stock

Idenix Pharmaceuticals common stock

Verizon Communications common stock

Vertex Pharmaceuticals common stock

Century Link Inc. common stock (X) — Int/Div

AT&T Inc. New common stock (X) — Int/Div

Altria Group Inc. common stock (X) — None

Amer Electric Pwr Co, Inc. common stock xX) — Int/Div

BB&T Corp. common stock (X) — Int/Div

Bristol-Myers Squibb Co. common stock xX) — Int/Div

Coca Cola Company common stock (X) — Int/Div

Dominion Res Inc. VA New common stock (xX) — Int/Div

Imperial TOB Gp PLC ADRF common stock (X) — None

Kraft Foods Group common stock (X) — Int/Div

Medtronic Inc. common stock (X) — Int/Div

Mondelez Int'l Inc. CLA common stock (X) — Int/Div

Norfolk Southern Corp. common stock (X) — Int/Div

Pepco Holdings Inc. common stock (X) — Int/Div

Philip Morris Int] Inc. common stock (X) — Int/Div

Reynolds American Inc. common stock (X) — None

Sprint Corp common stock {X) — None

Suntrust Banks Inc. common stock (X) — Int/Div

Verizon Communications common stock XxX) — Int/Div

Windstream Hldgs Inc. common stock (X) — Int/Div

Invesco High Yield Fund Class A mutual fund (X) — Int/Div

Invesco US, Mortgage Fund mutual fund xX) — Int/Div

MFS VA Muni Bond Fund Class A mutual fund (X) — Int/Div

American Fund Europacific mutual fund (X) — Int/Div

American Fund Income Fund mutual fund (xX) — Int/Div

Liability — L.S. Senate Federal Credit Union — Credit Lines

Liability — Charles Schwab & Co, Inc. (X) — Margin Lown

Spouse's income — 2013 — self-employed songwriter

Spouse's income — 2013 — self-employed attorney

Section VIL. Investments and Trusts

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Mutual Fund,

6. Additional Intel Corp. common stock acquired in 2013 in nonreportuble transaction.

7. Additional Cisco System, lnc. common stock acquired in 2013 in nonreportable transaction.

20. Sprint Nextel common stock was redeemed for cash and Sprint Corp. common stock (value and income below reporting threshhold).

35. Additional Chevron Corp. common stock acquired in 2013 in nonreportable transaction.

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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