Joseph H. Gale
2016Annual
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Pull out the substance of this filing.
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.