Andrew Lamar Carter jr

2016Annual

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What was filed

  • 31

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • TADS

As filed

VANGUARD INDEX S00 (IRA) — Int/Div

VANGUARDSTAR FUNDIIRA) — Int/Div

VANGUARD INDEX 500 — Int/Div — Sold (part)

FIDELITY TOTAL BOND INDEX FUND (IRA) — Int/Div

JP. MORGAN STABLE VALUE (401K) — Int/Div

LP. MORGAN CHASE COMMON STOCK FUND (IRA) — Int/Div

LP. MORGAN CHASE AGG PORTFOLIO (401K) — Int/Div

LP. MORGAN CHASE MOD. AGG (401K) — Int/Div

JP. MORGAN PENSION — Interest

CITADEL BROADCASTING GROUP (STOCK) — Int/Div

DISNEY WALT CO. (STOCK) — Int/Div

EXXON MOBIL CO. (STOCK) — Int/Div

MATTEL (STOCK) — Int/Div

MERCK AND CO. (STOCK) — Int/Div

TIME WARNER INC. (STOCK) — Int/Div — Sold (part)

1.P. MORGAN CHASE SAVINGS ACCT — Interest

NY S29 MODERATE GROWTH — Int/Div

NY S2GROWTH — Int/Div

NY 529 BOND MKT. INDEX — Int/Div

NY 529 MOD AGE BASED — Int/Div

REAL ESTATE — Rent

1.P. MORGAN COMMON STOCK — Int/Div

J.P. MORGAN RESTRICTED STOCK — Int/Div

J.P. MORGAN STOCK OPTIONS — None

REAL ESTATE — Rent

WELLS FARGO MONEY MARKET — Interest

AMERICAN CENTURY MONEY MARKET — Interest

MEDCO (x) — Int/Div

MEDCO (x) — Int/Div

Express Scripts HLDG co. — Int/Div

FIDELITY CONTRAFUND (IRA) — Int/Div

Liability — TADS — TUITION FOR CHILDRENS' SCHOOL

In Part VIL, line 15, | owned a few shares of Time Wamer Incorporated which owned Time Warmer Cable. On May 20, Time Warner Cable merged with Charter

(CHTR). I didn’t own enough shares of Time Warmer to receive any shares of Charter, so | received, as a result of the merger, 100 dollars from Time Warner

Cable and 112 dollars from Charter. | still own a few shares of Time Warner Incorporated.

In Past VIL line 21, I listed “real estate.” The property was purchased in January 5, 2000 for $585.000. The property is located in Kings County in New York in

New York State.

In Part VII, line 25, I listed "real estate.” The real estate was purchased on September 9, 2010 for $85,100. The property is located in Seminole County in the state

of Florida.

In Part VIL, line 31, | listed "Fidelity Contrafund IRA". Although this fund was listed in the 2013 and 2014 reports, it was mistakenly ommitted from the 2015

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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Andrew Lamar Carter jr | Frix