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.