John Glover Roberts jr

What was filed

130
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income

Named parties

Major, Lindsey & Africa, LLU «= Attorney Search Consultants

As filed

Time Wamer Inc. New TWX — Int/Div

Hewlett-Packard (Common) HPQ — Int/Div — Sold

Hillenbrand (Common) HI — Int/Div

Hill-Rom Holdings, Inc — Int/Div

Microsoft (Common) MSFT — None — Sold

Nokia (Common) NOK — Int/Div

Lam Research LRCX — Int/Div

Texas Instruments (Common) TXN — Int/Div

TMO (Common) — Int/Div

Sirius XM Radio (Common) — Int/Div

American Century Growth Inv TWCGX — Int/Div

MetLife GVUL: Putnam Multi-Cap Growth Fund (see Part VIII — None

MetLife GVUL:Pumam Voyager (see Part Vin — None — Closed

Vanguard World Fd Int'l Gr Fund Adm. Shs VWILX — Int/Div — Sold (part)

Vanguard Sm-Cap Index Fund Admiral VSMAX — Int/Div — Sold (part)

CC. Schwab Muni M. Fund SWXXX — Int/Div

Wells Fargo bank accounts — Interest

Capital One, Inc. bank accounts — None

1/8 int. cottage, Knocklong, Co, Limerick. Ireland — Reat

Utah Educ. Sves Plan Equity - 10% Int'l — Int/Div

Utah Educ. Svgs Plan Age-Based Moderate, 13.15 — Int/Div

Allegis Group Ret. Plan (H)

Vanguard Target Retirement 2020 Trust 11 — None

Time Wamer Cable TWC merged w Charter Comm. Line 99 (see Part VIII — Int/Div — Sold

Eaton Vance Ser Il Income Fund Boston CL 1 EIBIX — Int/Div

Eaton Vance Global Macr Absolute Return 1 EIGMX — Int/Div

First Eagle Global SGIIX — Int/Div — Buy (add'l)

First Eagle Global SGIIX — Buy (add'l)

Gabelli Equity Income GCIEX — Int/Div — Sold (part)

Gabelli Equity Income GCIEX — Sold

Gabelli Small Cap Growth GACIX — Int/Div — Buy (add'l)

Gabelli Small Cap Growth GACIX — Buy (add'l)

MFS Corporate Bond MBDIX — Int/Div — Sold

Virtus Emerging Markets Opps. HIEMX — None — Sold

T. Rowe Price Real Estate TRREX — Int/Div

T. Rowe Price Blue Chip Growth TRBCX — Int/Div — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

Wells Fargo Treas. Plus Mon Mkt Fund — Int/Div — Buy (add'l)

Wells Fargo Treas. Plus Mon Mkt Fund — Sold (part)

Wells Fargo Treas. Plus Mon Mkt Fund — Buy (add'l)

Wells Fargo Treas. Plus Mon Mkt Fund — Sold (part)

Wells Fargo Treas. Plus Mon Mkt Fund — Buy (add'l)

Wells Fargo Treas. Plus Mon Mkt Fund — Sold (part)

Wells Fargo Treas. Plus Mon Mkt Fund — Buy (add'l)

Wells Fargo Absolute Return Fund — Int/Div — Buy (add'l)

Wells Fargo Absolute Return Fund — Buy (add'l)

AQR FDS Mgd. Futures Strategy AQMIX — Int/Div

Dodge & Cox FDS International Stock DODFX — Int/Div — Buy (add'l)

BlackRock Emerging Mkt L/S Eq Inst] BLSIX — None

TIME, Inc. TIME — Int/Div

Jane Brain, LLC

Empowered Learning Institute of DC LLC — None

Principal MidCap Institutional PCBIX — Int/Div — Buy (add'l)

Principal MidCap Institutional PCBIX — Buy (add'l)

Prudential Jennison PNRZX (X) — Int/Div

Natixis Funds Trust II ASG Global Altern Y GAFYX — None — Buy (add'l)

Hewlett Packard Ente HPE — Int/Div — Sold

Dodge & Cox Stock DODGX — Int/Div — Buy

Dodge & Cox Stock DODGX — Buy (add'l)

Oppenheimer Developing Markets ODVYX — Int/Div — Buy

Oppenheimer Developing Markets ODVYX — Buy (add'l)

Charter Communications CHTR Line 24 (see Part VIII — None — with line 24)

Utah Educ. Svgs Plan Individual Fixed Income (X) — Int/Div — Buy

Thomburg Ltd-Term Muni Inst LTMIX — Int/Div — Buy

Thomburg Ltd-Term Muni Inst LTMIX — Buy (add'l)

Tweedy Brown Global Value Fund TBGVX — Int/Div — Buy

Tweedy Brown Global Value Fund TBGVX — Buy (add'l)

T Rowe Price Short-Term Bond — Int/Div — Buy

Vanguard Div. Growth Fd Investor Shares VDIGX (X) — Int/Div — Buy

Vanguard Div. Growth Fd Investor Shares VDIGX (X) — Buy (add'l)

Gateway Fund GTEYX (X) — Int/Div — Buy

Gateway Fund GTEYX (X) — Buy (add'l)

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX (X) — Int/Div — Buy

Vanguard Total Stk Mkt Index Fd Adm Shs VTSAX (X) — Buy (add'l)

Wells Fargo Custod. Roth IRA (X) — None — Buy

MetLife GVUL: Deutsche Gove. Money Mkt VIP (X) (see Part VIII — None

MetLife GVUL Put.Gro. Opps. assumed Put. Voyag. assets (see Part VIII) — None — with line 13)

Reimbursement — AAI ve. hr nasil events; classroom visits with students — TH, Te I

Spouse's income — 2016 — Major, Lindsey & Africa, LLU «= Attorney Search Consultants

Line 12. In prior report, MetLife GVUL: Deutsche Government Money Market VIP fund value was included at line 12, but the fund was not identified.

Line 13. On October 19, 2016, Putnam Voyager Fund closed and its assets were transferred to Putnam Growth Opportunities Fund.

Line 24. On May 18, 2016, Charter Communications, Inc. announced that it closed its previously announced transactions whereby Legacy Charter, the previous

public company, has combined with Time Warner Cable Inc. ("TWC"). This transaction forced the conversion of TWC shares into Charter Communications, Inc.

shares,

Line 99. This entry reflects the Charter Communications, Inc. shares which filer received via the TWC/Charter Communications, Inc. merger on May 18, 2016,

Line 129. In prior report, MetLife GVUL: Deutsche Government Money Market VIP fund value was included at line 12. This entry provides the fund's identity.

Line 130. This entry reflects the result of the merger of Putnam Voyager Fund and Putnam Growth Opportunities Fund.