William G. Cobb

2014Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 50

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Wells Fargo Bank
  • Kafoury Armstrong & Co. CPAs (salary)

As filed

Gannett Common Stock

Trust #2, Brokerage Account — Int/Div

Morgan Stanley Snith Barney Active Asset Account

Arroyo Street Building, Reno, Nv. (rental partnership) — Reat

IRA ¥ — Int/Div

Royce 100 Fund Serv — Sold

First Eagle Overseas — Sold

Blackrock Equity Dividend A — Sold

Mainstay Large Cap Growth

JP Morgan Value Advantage — Sold

AMG Systematic Mid Cap Val Int — Buy

Causeway Intl Value Inst! — Buy

Delaware Inv Sm Cap Val Inst — Buy

Ivy Mid Cap Growth — Buy

John Hancock Disp/nd Val Inst — Buy

JP Morgan Dynamic Sm Cap Gr Sel — Buy

Virtus Insight Emerg Markets — Buy

IRA #2 — Int/Div

Cash, Morgan Stanley Private bank

Accenture PLC, common stock

Coca Cola Co., common stock

Microsoft Corp... common stock

United Parcel Service, common stock

Kafoury Armstrong Profit Sharing Plan — Int/Div — Sold (part)

Trust#1 — Int/Div

Morgan Stanley Smith Barney Active Assets Account

Westen Asset High Income Fund 11

Third Bank of Cinncinnati, OH CD — Redeemed

GE Cap Bk CD, Salt Lake City, Ut — Redeemed

Bank of India CD — Buy

Ally Bank CD — Buy

Trust #5 Summ Trustee) — Int/Div

Cash, Morgan Stunley Bank

Blackrock US Opportunities Sve Fund

lvy Large Cap Growth Fund A

Gabelli Eq Inc Fund AAA

First Eagle Overseas

Aston Tamra Small Cap Fund

Trust #6 gummm Trustee) — Int/Div

Morgan Stanley Smith Barney Active Assets Account

Deautsche Real Estate Ser 5 S

Invesco Premier PTF Inst] Fund

Ivy Large Cap Growth Fund

Aston Tamro Small Cap

Blackrock Equity Dividend A

First Eagle Overseas A

JP Morgan Value Advantage

John Hancock Protection Universal Life Insurance Policy — Interest

Erickson Thorpe & Swamston Profit Sharing Plan — Int/Div — Sold (part)

S10. — Sold (part)

Agreement — 1974 — Erickson, Thorpe & Swainston, Ltd. Profit Sharing Plan (resigned as trustee 9.2.11; continue as beneficiary of the Plan)

Liability — Wells Fargo Bank — Member share (25%) of mortgage on building; Partnership shown at Part VII, line 4 at net book value.

Spouse's income — 2014 — Kafoury Armstrong & Co. CPAs (salary)

Part VII.

Erickson, Thorpe, Swainston Ltd, Profit Sharing Plan,- These assets are managed by the trustees of the profit sharing plan. Judge Cobb is no longer a trustee (us

of September 2, 2011) and has no control over investment descisions. As a result of Judge Cobb no longer being # trustee of the plan and having no control over

investment descisions, the assets of this plan have not been reported individually.

Kafoury Armstrong Profit Sharing Plan JI These assets are managed by the trustees of the JIN profit sharing plan, JN is not a trustee and has no

control over investment descision

IRA # 1- The following securities were removed from form because they had been sold prior to 1/1/2014:

Royce 100 Fund Seerv

Trust # |- The following securities were removed from the form because they were redeemed prior to 1/1/2014:

State Bank of India CD and Bank of India CD.

Trust # 5- The following securities were removed from the form because they had been sold prior to 1/1/2014:

Royce 100 Fund Serv

Trust # 6- The following securities were removed from the form because they had been sold prior to 1/1/2014:

Royce 100 Fund Serv

The following securities were exchanged in 2014 with no reportable gain:

Ivy Large Cap Growth Fund A for Ivy large Cap Growth Fund 1

DWS RREEF Estate Sec. A for Deutsche Real Estate Sec. 55

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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