Alan G Lance sr

2015Annual

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Pull out the substance of this filing.

What was filed

  • 60

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • Lance Land and Livestock, Lid
  • Rental wmcome from parking space
  • PERSI - State of Idaho - Pension upon retirement after age 55

As filed

lvy Intemational Core Equity A — Int/Div

IRA #1 - Charles Schwab — Int/Div

Schwab Money Market Fund — Interest

CATAT Ine Common Stock — Int/Div — Buy (add'l)

CATAT Ine Common Stock — Buy (add'l)

CATAT Ine Common Stock — Buy (add'l)

Briggs & Stratton Corp Common Stock — Int/Div — Buy (add'l)

Briggs & Stratton Corp Common Stock — Sold

SX Corp Common Stock — Int/Div

GE Common Stock — Int/Div

J M Smucker Company Common Stock — Int/Div

Johnson & Jotmson, Inc Common Stock — Int/Div

Procter & Gamble Common Stock — Int/Div

Snyder-Lance, Inc Common Stock — Int/Div — Sold

The Southern Company Common Stock — Int/Div

Lance Land & Livestock, LTD. — Distribution

Cash, Land, and Buildings — Distribution

Common Stock Parks America! Inc — None

IRA #2 - Vanguard — None

Emerging Mkts Stock Index — None

Health Care Fund Inv — None

Life Investors: Cash Value Life Insurance — None

ING RehaStar Life Insurance — None

IRA #3 - Edward Jones — Int/Div — Buy (add'l)

Model Core Plus Balanced Toward Income — Int/Div — Buy (add'l)

Working Interest, Incorr Energy Group LLC, Kimball, NE (Y)

Capital One Bank Accounts — Interest

Union First Market Bank Accounts — Interest

Wells Fargo Bank Accounts — Interest

USAA (Formerly Scott & Stringfellow Investment Account) — Int/Div

Mkt Vetrs Agribusn ETF (Y)

Nuveen Energy MLP ETF (Y)

Idaho Central Credit Umon — Interest

US Senes Bonds — Interest

Gold — None — Buy (add'l)

Waddell & Reed — Int/Div

WR Advisors Core Investment A — Int/Div

WR Advisors Dividend Opportunities A — Int/Div

WR Advisors Energy A — Int/Div — Buy (add'l)

lvy Large Cap Growth A — Int/Div

Ivy Mid Cap Growth A — Int/Div

WR Advisors Science and Technology A — Int/Div

lvy Small Cap Value A — Int/Div

WR Advisors Tax-Managed Equity A — Int/Div — Sold (part)

WR Advisors Value A — Int/Div

lvy Micro Cap Growth A — Int/Div

lvy Cundill Global Value A — Int/Div

lvv Global Equity Income A — Int/Div

WR Advisors Asset Strategy A — None — Buy (add'l)

WR Advisors Contmental Income A — Int/Div

lvy High Income A — Int/Div

lvy Limited - Term Bond A — Int/Div

WR Advisors Municipal Bond A — Int/Div — Sold (part)

WR Advisors Municipal High Income A — Int/Div

WR Advisors Cash Management A — Int/Div — Buy (add'l)

Wells Fargo Advisors — Int/Div

Ibbotson Strategic ETF - Conservative Growth & Income Fund — Int/Div

Working Interest, Plains Marketing LP Houston, TX — Rovalty

First-Third Bank Account — Interest

Vanguard - Equity Income Fund Inv — Int/Div — Buy

President and Stockholder, Lance Land and Livestock, Lid

Agreement — 010191 — State of 1daho - Pension upon retirement after age 55

Income — 2015 — Rental wmcome from parking space — SO00.00

Income — 20158 — PERSI - State of Idaho - Pension upon retirement after age 55 — S23.3410.78

1. Part 111: There was no income in 2015 from the sublease of condo.

2. Part IV: There were no reimbursements in 2015,

3. Part VII - Lines 23-24: The funds in this account are not directed by the account holder. The account holder selects a model (Model selected: Model Core Plus

Balanced Toward Income) and then has no control of securities or funds held in the account.

4. Part VII - Line 28: Funds were used from this account to purchase the investment in line 60.

5. Part VII - Lines 56-58: The funds in this account are not directed by the account holder. The account holder selects an investment strategy (Ibbotson Strategic

ETF - Conservative Growth & Income Fund), and then his no control of securities or funds held in the account.

6. Part VII - Line 60: This was purchased with funds from bank account listed in Line 28.

7. Part VII - Lines 35-55: There was a rebalance of the funds, so there were some additional purchases and partial sales of funds within this IRA. There was no

additional cash added to this account, so all of the purchases came from the sales of funds within the IRA. All of the transactions over $1,000 were reported in

Section VIL. There were no new funds added. and there were no funds fully disposed of.

8. Part VII - Lines 25 & 58: These are the same investment. Line 25 (lucorr Energy Group) name changed to Line 58 (Plains Marketing LP) in 2014, and the

Incorr Energy Group name change should have been reported in 2014. Let this serve as an amendment to the prior 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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Alan G Lance sr | Frix