Gerald Bruce Lee

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 16

    investments

  • 4

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • The American University
  • Marshall Brennan Program The American University Washington College of Law
  • The American University Washimgton College of Law
  • Federal Judges Association
  • National Association of Criminal Defense Attomeys
  • Colten Cummins Watson & Vincent, PC

As filed

Wal Mart Stores. Inc (IRA) — Int/Div — Buy (add'l)

DWS Funds Strategic Yield Tax Free — Int/Div — Buy (add'l)

Black Rock Global Allocation Fund, Inc — Int/Div — Buy (add'l)

First Eagle Sogen Global FD CL ( — Int/Div — Buy (add'l)

Hartford Balanced Allocation FD CL — Int/Div — Buy (add'l)

Lord Abbett Inv TR Multi-Asset Income Class C — Int/Div — Buy (add'l)

Russell 3000 Index* — Int/Div — Sold

CCWV PC 401 (K) Retirement Plan and Trust — Int/Div — Buy (add'l)

Johnson Controls — Int/Div

Fidelity Fund Inc., SBI? — Int/Div — Buy (add'l)

General Electric Corporation — Int/Div — Buy (add'l)

General Mills Corporation — Int/Div — Buy (add'l)

Merck & Co. Inc — Int/Div — Buy (add'l)

Walmart — Int/Div — Buy (add'l)

Deutsche Municipal Tr Strategic Hi Yield Tax Free FD Class C — Int/Div — Buy (add'l)

Fidelity nc Growth Stratgies Fund — Int/Div — Buy (add'l)

Board of Trustees, The American University

Baord of Advisors, Marshall Brennan Program The American University Washington College of Law

Dean's Advisory Council, The American University Washimgton College of Law

Vice President for Security and Planning, Federal Judges Association

Agreement — 592 — Virgima Retirement System, government pension, Fairfax Circurt Court

Reimbursement — National Association of Criminal Defense Attomeys — October 22-23. 2015 — New York, New York — teach — transportabon, hotel, and meals

Spouse's income — 1/ — Colten Cummins Watson & Vincent, PC

VIL Investments and Trusts

No. 6. Lord Abbett Inv Trust Multi-Assact Income FD Class C is the correct name for this investment,

No. 8 Colten Cummins Watson & Vincent, P.C. 401 (k) Retirement Plan and Trust is the name of a 401 (k) Retirement Plan and Trust held by my wife's law firm

which is managed by Sun Trust bank. The 401 (k) is managed by the bank and my wife has no control over investments or trading,

No. 15 Deutsche Muncipal Trust Strategic High Yield Tax Free Fd Class C was iadvertently left off the 2015 Amended FDR.

No. 16 Fidelity nc Growth Strategies Fund was inadvertently left off of the 2015 Amended FDR.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.