Robyn L. Moberly

2016Annual

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Pull out the substance of this filing.

What was filed

  • 55

    investments

  • 2

    positions

  • 1

    gifts

  • 0

    agreements

  • 1

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Indiana University McKinney School of Law Alumm Association
  • Indianapolis Bar Association
  • Bank of America
  • Indianapohs Bar Assocation
  • Whitham Hebenstreit and Zubek., attorneys at law

As filed

AT&T stock — Int/Div

American Electric Power — Int/Div

Frontier Communications{ Y)

Wells Fargo & Co — Int/Div

Verizon — Int/Div

Moberly Investments LLC — Distribution

Coca Cola Co. — Int/Div

Eh Lilly Co. — Int/Div

IBM — Int/Div

Kimberly Clark — Int/Div

Merck — Int/Div

Chevron — Int/Div

Exxon Mobil — Int/Div

GE — Int/Div

Public Storage (REIT) — Distribution

Value Line Larger Compames Fund — Int/Div

Fidelity Diversified International Fund. (Y)

Memill Lynch Bank Deposit — Interest

DTE Energy Corp. — Int/Div

Piedmont Natural Gas (Y) — Int/Div — Sold

Southern Company — Int/Div

Cert of Deposit American Express Bank Salt Lake City UT municipal bond — Interest

Bank of America Corp — Int/Div

Cisco Systems Inc — Int/Div

Citigroup, Inc — Int/Div

ONO Financial Group, Inc — Int/Div

Southwest Airlines — Int/Div

Travelers Co. — Int/Div

Vodafone Group PLC — Int/Div

AllianceBernstein Global Thematic Growth Fund C1 A — None

Nuveen Investment Quality Municipal Fund — Int/Div

Express Scripts Holding Co — Int/Div

JP Morgan Chase & Co — Int/Div

Amencan Growth Fund — Int/Div

American Capital — Int/Div

American Capital World Growth & Income — Int/Div

Clearbridge Aggressive Growth — None

CD- Synchrony BK FKA GE — Int/Div

CD-Synchrony BK FKA GE — Int/Div

Amencan Airlines Group (x) — Int/Div

General Motors Common shares — Int/Div

Oppenheimer Funds- Rising Dividend Fund A — Int/Div

Oppenhemmer Funds- Equity Fund A — Int/Div

Oppenheimer Funds Capital Appreciation Fund A — Int/Div

Oppenheimer Funds- Intemational Growth Fund A — Int/Div

Apple, Inc — Int/Div

Regions Banks Checking and savings — Interest

BMO Harris Bank — Int/Div

Alphabet Inc — None — Buy

Cert Deposit Citi Bank — Interest

Cert Deposit American Express — Interest

Fidelity Low Priced Stock Fund (Y) — Int/Div

Wells Fargo Advantage Capital Growth na — Int/Div

Blackrock Large Cap Value Retirement K — Int/Div

PIMCO Total Return Inst’ — Int/Div

Board Member, Indiana University McKinney School of Law Alumm Association

President, Indianapolis Bar Association

Gift — Indianapolis Bar Association — gift certificate for service as Bar Association president, and a momento gavel — $500.00

Liability — Bank of America — consumer credit

Reimbursement — Indianapolis Bar Association — March 16-17, 2016 — Chicago, IL — ABA Bar Leader Institute — Hotel, meals, and registration

Reimbursement — Indianapohs Bar Assocation — June 16-18, 2016 — French Lick, Ind — Imdpls. Bar Association Bench Bar Conference — hotel, registration fee, meals while at conference

Reimbursement — Indianapolis Bar Association — August 25, 2016 — French Lick, Ind — IBA Strategic Planning Meeting — Hotel and meals while at the meeting

Spouse's income — 2016 — Whitham Hebenstreit and Zubek., attorneys at law

In Part VII, former lines 26, 27, 28, and 29 in 2015 showed the following holdings: Fidelity Low-Priced Stock Fund, Wells Fargo Advantage Capital Growth I,

Blackrock Large Cap Value Retirement, and PIMCO Total Return Inst]. They are now listed on lines 52-55, inclusive. These investments were all held in my

Indiana State "START" Account, which was my tax deferred state retirement account from when 1 was a state court judge. To simplify my finances, | transferred

all of the vilue from the State of Indiana START account to my federal government Thrift Savings Account on May 2, 2016. Therefore, these holdings were not

listed in 2016 because they are now entirely a purt of my TSP account but should have been listed with the designation "Y™ after cach. 1 should have explained

why they are no longer hsted.

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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Robyn L. Moberly | Frix