Peter E. Ormsby

2016Annual

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Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Chase Bank
  • USAA Federal Savings Banik
  • US Bank
  • Discover

As filed

USAA Federal Savings Bank CD — Interest

USAA IRA

UIHIX — Int/Div — Buy (add'l)

UNTX — Int/Div — Buy (add'l)

UNTX — Buy (add'l)

UIINX — Int/Div — Buy (add'l)

UNlFX — Int/Div — Buy (add'l)

UISCX — Int/Div — Buy (add'l)

UIGRX — Int/Div — Buy (add'l)

UIRRX — None — Sold

UMAFX — Int/Div — Sold (part)

UISBX — Int/Div — Sold (part)

UISBX — Sold (part)

UISBX — Sold (part)

USAXX — None

UIEMX — Int/Div

UNSX — Int/Div

Liability — Chase Bank — Credit Card

Liability — USAA Federal Savings Banik — Credit Card

Liability — US Bank — Credit Card

Liability — Discover — Credit Card

1) Part VII, hne 2: The USAA IRA is a managed investment, and | do not control or direct any of the transactions. Line 2 was amended to remove the aggregate

income and value information for the USAA TRA,

2) Part VII lines 3-4, 6-12, 15-17: These lines were amended to reflect the income and value of each asset held in the USAA IRA. Note that lines I8, and 20-26

from the initial report were deleted because the income and value information for each of those assets is now included with the transaction information in lines

3-4, and 6-12 in the amended report.

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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Peter E. Ormsby | Frix