Alan G Lance sr
2015Annual
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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.