Joseph H. Gale

2016Annual

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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

  • 76

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • note Sec. VII
  • note Sec. VIII
  • note Sec. VIL
  • L.S. Senate Federal Credit Union

As filed

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

Vertex Pharmaceuticals. Inc. common stock — None

Wells Fargo & Co. New common stock — Int/Div — Sold (part)

Intel Corp. common stock — Int/Div

Cisco Systems, Inc. common stock — Int/Div

Trust #1

Rental Property #1, Smithfield, VA $222.300 — Rent

Rental Property #2, Smithfield, VA 217.200 — Reat

CAIBX mutual fund — Int/Div

FRDPX mutual fund — Int/Div

AMECX mutual fund — Int/Div

Rental property #3, Smithfield, VA $363 900 — Reat

Express Scripts Holding Co. — None

CA Water Service Group common stock — Int/Div — Sold

Chevron Corp. common stock — Int/Div

Teradata Corp DEL common stock (Y)

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

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

Achillion Pharma Inc. common stock — None

Agilent Technologies Inc. common stock — Int/Div

Akamai Technologies common stock — None — Sold

Apple Inc. common stock — Int/Div

Exxon Mobil Corp. common stock — Int/Div

McDonalds Corp. common stock — Int/Div

Oracle Corp. common stock — Int/Div

Pfizer Corp. common stock — Int/Div

Inherited IRA-Charles Schwab & Co. Inc — note Sec. VII

Achillion Pharma Inc. common stock — None

Akamai Technologies common stock — None

Alibaba Group Hidg FADR — None

Amazon Com. Ing. common stock — None

Apple Inc. common stock — Int/Div

Facebook Inc. Class A common stock — None

Fire Eve Inc. common stock — None

Gilead Sciences Inc. common stock — Int/Div

GoPro Inc. common stock — None

Vertex Pharmaceuticals common stock — None

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

Century Link Inc. common stock — Sold

Altria Group Inc. common stock — Int/Div

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

BB&T Comp. common stock — Int/Div

Bristol-Myers Squibb Co. common stock — None — Sold

Commumcations Sales common stock — Int/Div

Gilead Sciences Inc. common stock — Int/Div

GoPro Inc. common stock — None — Sold

Imperial TOB Gp PLC ADRF common stock — Int/Div

Kraft Hemnz Co. common stock — Int/Div — Sold

Medtronic Ing. common stock — Int/Div

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

Norfolk Souther Corp. common stock — Int/Div

Reynolds American Inc. common stock — Int/Div

Sprint Corp common stock — None — Sold (part)

Suntrust Banks Inc. common stock — Int/Div

Verizon Communications common stock — Int/Div

Whole Foods Market common stock — None — Sold

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

American Fund Europacific mutual fund — Int/Div

American Fund Income Fund mutual fund — Int/Div

Keysight Technologies common stock — None

Charles Schwab & Co. Roth IRA — Interest

Charles Schwab & Co. Inherited IRA — note Sec. VIII

Citigroup Inc. subordinated notes — Interest

AT&T Inc. common stock — Int/Div

Bank of America Corp. common stock — Int/Div

Facebook Inc. Class A common stock — None

Johnson & Johnson common stock — Int/Div

Medtronic Inc. common stock — Int/Div

Proctor & Gamble Co. common stock — Int/Div

NCR Corp. (X) — None — note Sec. VIL

Charles Schwab & Co. Rollover IRA — note Sec. VIL

Akamai Technologies common stock — None — Buy — note Sec. VIL

Akamai Technologies common stock — Sold — note Sec. VII

Whole Foods Market common stock — Int/Div — Buy — note Sec. VIL

Fire Eve Inc. common stock — None — Buy — note Sec. VII

Apple Inc. common stock — Int/Div — Buy — note Sec. VIL

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

Section VIL. Investments and Trusts

27

Inherited from JI in 2016.

62

Incorrectly labelled "rollover" IRA in previous report.

0.

Increased above reporting thresholds at year end 2016,

m

Inadvertently omitted from previous report.

mn

Inadvertently omitted from previous report.

73.

Inadvertently omitted from previous report.

4.

Inadvertently omitted from previous report.

7s.

3

Inadvertently omitted from previous report.

76.

Inadvertently omitted from previous 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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