Robert George Doumar

2018Annual

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Pull out the substance of this filing.

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

What was filed

  • 372

    investments

  • 8

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • DE vimproved land in Chesapeake, VA
  • BE vnimproved lund m rural areas of Va. Beach, VA
  • a subchapter 5 corporation
  • I (subchapter S corporation
  • I Subchapter S corporation (owns unimproved Ios mn Chesapeake. VA)
  • I FOUNDATION (charitable foundation which holds stock in Abbvie Ine.. Chevron Corp. FOG Resources. Phillips 66)

As filed

ABBOTT LABS — Int/Div

ABBVIE INC.COM — Int/Div

ADVANCED MICRO DEVICES — None

AFLAC INC — Int/Div

AGNCINVESTMENT CORP — Int/Div — Buy

AGNCINVESTMENT CORP — Buy (add'l)

AGNCINVESTMENT CORP — Buy (add'l)

ALIBABA GROUP HOLDING LTD. — None

ALLEGION PLC — Int/Div

ALLIANCE BERNSTEIN HOLDING. LP — Distribution

ALLIANCE RESOURCE PARTNERS — istmbution — Buy

ALLIANCE RESOURCE PARTNERS — Buy (add'l)

ALLIANCE RESOURCE PARTNERS — Buy (add'l)

ALLIANCE RESOURCE PARTNERS — Buy (add'l)

ALPHABET A INC. formerly GOOGLE — None

ALPHABET C INC. formerly GOOGLE — None

AMERITRADE — Int/Div

ANNALY CAPITAL MGMT — Int/Div

ARES CAPITAL CORP — Int/Div

ARMANINO FOODS OF DISTINCTION — Int/Div

ARROW FINL. CORP — Int/Div — Buy (add'l)

ARROW FINL. CORP — Buy (add'l)

AT&T — Int/Div

AVEO PHARMACEUTICALS INC — None — Buy

AVEO PHARMACEUTICALS INC — Int/Div — Buy (add'l)

AVEO PHARMACEUTICALS INC — Buy (add'l)

BAIDU INC — None

BANK OF AMERICA — Int/Div

BANK OF NEW YORK MELLON — Int/Div — Buy (add'l)

BANK OF NEW YORK MELLON — Buy (add'l)

BB&T CORP — Int/Div

BIOGEN INC — None — Buy (add'l)

BIOGEN INC — Buy (add'l)

BIOGEN INC — Buy (add'l)

BIOVERATIVE INC — None — Sold

BLACKROCK CAP. INVESTMENT CORP. — Int/Div — Buy (add'l)

BLACKROCK CAP. INVESTMENT CORP. — Sold

BLACKROCK EQUITY DIVIDEND FD A (IRA) — Int/Div

BOEING COMPANY — Int/Div

BRISTOL MYERS SQUIBB CO. — Int/Div

BROOKFIELD GLOBAL LISTED — Int/Div

CALAMOS STRG. 11L — Distribution — Buy (add'l)

CALAMOS STRG. 11L — Buy (add'l)

CAPITAL ONE FINANCIAL — Int/Div

CARLYLE GROUP — Distribution — Buy (add'l)

CARLYLE GROUP — Buy (add'l)

CARLYLE GROUP — Buy (add'l)

CELEGENE CORP — None — Buy

CENTURY LINK — Int/Div

hesapeake. VA — Rent

GUAM GOVT. BUSINESS PRIVILEGE BOND — Interest

CHESAPEAKE BAY BRDG & TUNL DIST VA REV BOND — Interest — Buy

CHESAPEAKE GRANITE WASH — istmbution — Sold

CHICO'S FASHION. INC — Int/Div — Buy

CHICO'S FASHION. INC — Buy (add'l)

CHICO'S FASHION. INC — Buy (add'l)

CHICO'S FASHION. INC — Sold

CHIMERA INVESTMENT — Distribution

CHINA MOBILE — Int/Div

CISCOSYSTEMS — Int/Div

CITIGROUP COMMON STOCK — Int/Div — Sold (part)

CLOUGH GLOBAL EQUITY FUND — Int/Div — Buy

CLOUGH GLOBAL EQUITY FUND — Sold

CLOUGH GLOBAL Opp — Int/Div — Buy

CLOUGH GLOBAL Opp — Sold

CM FINANCIAL. INC — Int/Div — Buy

CM FINANCIAL. INC — Buy (add'l)

CM FINANCIAL. INC — Buy (add'l)

CM FINANCIAL. INC — Buy (add'l)

CONOCO-PHILLIPS — Int/Div

CORNING — Int/Div

COSTCO WHOLESALE CORP — Int/Div — Buy (add'l)

CURIS INC — None — Sold

CSX CORP — Int/Div

DELUXE CORP — Int/Div — Buy (add'l)

DIVIDEND AND INCOME FUND — Int/Div

DOWDUPONT. INC — Int/Div

DXC TECHNOLOGY CO. — Int/Div — Buy (add'l)

DXC TECHNOLOGY CO. — Buy (add'l)

DXC TECHNOLOGY CO. — Buy (add'l)

EATON VANCE FLOATING CLASS ( (Mutual Fund Signature Adv.) — Distribution

ECOLAB — Int/Div

ELLINGTON FINANCIAL LLC — Distribution — Buy

9 — Distribution

EMERSON ELECTRIC — Int/Div

ENERGY TRANSFER PARTNERS LP — Distribution — Buy (add'l)

ENERGY TRANSFER PARTNERS LP — Buy (add'l)

ENTERPRISE PRODUCTS — Distribution

ENVEST. I — Distribution — Sold

EOG RESOURCES. INC — Int/Div — Sold (part)

EURONET WORLDWIDE INC — None — Buy (add'l)

EXELON CORP — Int/Div

EXXON MOBIL — Int/Div

FACEBOOK INC — None

FAIR ISAAC CORP — None — Buy

FAIR ISAAC CORP — Buy (add'l)

FAIR ISAAC CORP — Buy (add'l)

FAIR ISAAC CORP — Buy (add'l)

FAIRFAX CNTY VA ECONOMIC DEV AUTH BOND — Interest

FAIRFIELD ASSOCIATES — None

FIDELITY ADVISOR 529 PLAN (X) — Int/Div

FIDUCIARY CLAYMORE MLP — Int/Div — Sold

FONOR CORP — None — Buy

FONOR CORP — Sold

FREEPORT McMORAN INC — Int/Div — Buy (add'l)

GABELLI TRUST — Int/Div

GAMCO GLOBAL GOLD NTRL. RES — Int/Div — Sold

GAMESTOP CORP — Int/Div — Buy (add'l)

GAMESTOP CORP — Sold

GILEAD SCIENCES INC — Int/Div — Buy

GLADSTONE INVESTMENT — Int/Div — Buy (add'l)

GLADSTONE INVESTMENT — Redeemed

GLOBAL PARTNERS. LP — Distribution — Buy

GLOBAL PARTNERS. LP — Buy (add'l)

GOLDMAN SACHS — Int/Div

HAWAIIAN HOLDINGS. INC — Int/Div

HEWLETT PACKARD — Int/Div — Buy (add'l)

HP INC — Int/Div — Buy (add'l)

HOST HOTELS & RESORTS — Int/Div — Buy (add'l)

HSBC HLDG. PLC — Int/Div — Buy (add'l)

ICAHN ENTERPRISES. LP — istmbution — Buy (add'l)

ICAHN ENTERPRISES. LP — Buy (add'l)

ICAHN ENTERPRISES. LP — Buy (add'l)

ICAHN ENTERPRISES. LP — Buy (add'l)

ICAHN ENTERPRISES. LP — Buy (add'l)

ILG INC — Int/Div — Sold

INDEPENDENT PROPERTY OPERATORS — Distribution

INDIA FUND, INC — Int/Div — Buy

INDIA FUND, INC — Buy (add'l)

INDIA FUND, INC — Buy (add'l)

INGERSOLL RAND — Int/Div

INTEL CORP. — Int/Div

INTERNATIONAL BUSINESS MACHINES — Int/Div — Buy

INTERNATIONAL PAPER CO — Int/Div

INVESCO. MORTG. CAPITAL — Int/Div — Buy (add'l)

INVESCO. MORTG. CAPITAL — Buy (add'l)

INVESCO. MORTG. CAPITAL — Buy (add'l)

INVESCO. MORTG. CAPITAL — Distribution — Sold

JOHNSON & JOHMNSON — Int/Div — Sold

J.P. MORGAN CHASE & CO. — Int/Div — Buy (add'l)

J.P. MORGAN CHASE & CO. — Buy (add'l)

LADDER CAPITAL CORP — Int/Div — Buy

LADDER CAPITAL CORP — Buy (add'l)

LADENBURG THALMAN PFD — Int/Div

LAZARDLTD. — Distribution — Buy (add'l)

LEXINGTON VAL INDL. DEV. AUTH EDL BOND — Interest

LINDSEY CANAL, INC — None

LOUDON ONTY VA ECONOMIC DEV BOND — Interest

MAIN STREET CAPITAL — Int/Div

MARRIOT! INTL. INC — Int/Div

MASTERCARD INC — Int/Div

MCDONALDS CORP — Int/Div — Buy (add'l)

MCDONALDS CORP — Buy (add'l)

MERCK — Int/Div

MFA FINANCIAL. INC — Int/Div — Buy (add'l)

MFS TOTAL RETURN FUND — Int/Div

MICRO FOCUS INTERNATIONAL — Int/Div — Buy (add'l)

MICROSOFT — Int/Div

MINDCTILTD. — Int/Div — Buy (add'l)

MINDCTILTD. — Buy (add'l)

MINDCTILTD. — Buy (add'l)

MOELIS & CO. — Int/Div — Buy

MOELIS & CO. — Buy (add'l)

MOELIS & CO. — Buy (add'l)

MOELIS & CO. — Buy (add'l)

MOELIS & CO. — Sold (part)

MONSANTO CO. — Int/Div — Buy (add'l)

MONSANTO CO. — Sold

MORGAN STANLEY — Int/Div

MOTOROLA SOLUTIONS — Int/Div

NATIONAL GRID PLC — Int/Div — Buy

NATIONAL GRID PLC — Sold

NEW RESIDENTIAL INV. CORP — Int/Div — Buy (add'l)

NEW RESIDENTIAL INV. CORP — Buy (add'l)

NEW YORK MORTGAGE TRUST. INC — Int/Div

NEWTEK BUSINESS SERVICES CORP — Int/Div

NORFOLK SOUTHERN — Int/Div

NORTHERN TRUST CORP — Int/Div — Buy (add'l)

NVIDIA CORP — Int/Div

OLD REPUBLIC INTL CORP — Int/Div — Buy (add'l)

ONEOK INC. NEW — Int/Div

ORANGE CNTY VA. ECONOMIC DEV BOND — Interest

OTC MARKETS GROUP INC — Int/Div

OXFORD LANE CAPITAL CORP — Int/Div

OXFORD SQUARE, formerly TICC Capital xX) — Int/Div — from line 238%)

PATRICK INDUSTRIES — None — Buy (add'l)

PBF ENERGY INC. CLA — Int/Div

PENNANTPARK INVESTMENT CORP — Int/Div — Sold

PERSPECTA INC. (X) — Int/Div — from line ¥1)

PFIZER INC — Int/Div — Buy (add'l)

PHILLIPS 66 — Int/Div

PINELAND STATION, n'k/a SEA TURTLE MARKETPLACE — None

POWHATAN COUNTY VA. ECONOMIC DEV. BOND — Interest

PPL CORP — Int/Div — Buy (add'l)

PPL CORP — Sold (part)

PROCTOR GAMBLE CO. — Int/Div — Buy

PROCTOR GAMBLE CO. — Buy (add'l)

QUALCOMM INC — Int/Div

RAYONIER INC — Distribution

REAVES UTILITY INCOME FUND SBI — Int/Div

ROCHE HOLDINGS CORP — Int/Div — Buy (add'l)

ROYAL DUTCH PETROLELM — Int/Div

ROYCE VALLE TRUST. INC — Int/Div — Buy

ROYCE VALLE TRUST. INC — Buy (add'l)

ROYCE VALLE TRUST. INC — Buy (add'l)

SANDRIDGE PERMIAN TRUST. LP — istnbution — Buy (add'l)

SANOFI — Int/Div

SARATOGA INVESTMENT CORP — Int/Div

SEAGATE TECHNOLOGY ORD. — Int/Div — Buy (add'l)

SEAGATE TECHNOLOGY ORD. — Buy (add'l)

SEAGATE TECHNOLOGY ORD. — Buy (add'l)

SEAGATE TECHNOLOGY ORD. — Buy (add'l)

SEAGATE TECHNOLOGY ORD. — Buy (add'l)

SEAGATE TECHNOLOGY ORD. — Sold (part)

SEAGATE TECHNOLOGY ORD. — Buy (add'l)

SHIP FINANCE INTERNATIONAL — Int/Div — Sold

SHOPIFY INC — None — Buy (add'l)

SOLAREDGE TECHNOLOGIES — None — Buy

STATE STREET CORP — Int/Div — Buy (add'l)

STELLUS CAP. INVESTMENT — Int/Div — Buy (add'l)

SUNCOKE ENERGY PARTNERS. LP — Distribution — Sold (part)

SUNCOKE ENERGY PARTNERS. LP — Sold

SUNTRUST CHECKING — Interest

SUNTRUST — Int/Div — Sold (part)

SUNTRUST SECURITIES — Interest

TAIWAN SEMICONDLCTOR — Int/Div

TANDY LEATHER FACTORY — None

TD AMERITRADE — None — Buy

TICC CAPITAL CORP — Int/Div — Closed

TOWNEBANK — Int/Div — Sold (part)

TWO HARBORS INVESTMENT — Int/Div — Buy

TWO HARBORS INVESTMENT — Buy (add'l)

TWO HARBORS INVESTMENT — Buy (add'l)

UBS FINANCIAL - Money Market — Interest

UNION PAC CORP — Int/Div — Buy

UNION PAC CORP — Sold (part)

UNITED PARCEL SERVICE — Int/Div — Buy

UNITED PARCEL SERVICE — Buy (add'l)

VALERO ENERGY CORP — Int/Div

VEEVA SYSTEMS. INC — None — Buy (add'l)

VEEVA SYSTEMS. INC — Buy (add'l)

VIRGINIA COMMONWEALTH TRANS RV. — Interest

VIRGINIA ST. PUB. SCH. AUTH. OBLIG PRINCE WILLIAM ONTY BOND — Interest

WALT DISNEY CO. — Int/Div — Buy (add'l)

WELLS FARGO — Int/Div

WESTPAC BKG. CORP — Int/Div — Buy (add'l)

WESTPAC BKG. CORP — Sold

WHITEHORSE FIN. INC — Int/Div — Buy (add'l)

WHITEHORSE FIN. INC — Buy (add'l)

TR — istmbution

YUM! BRANDS INC — Int/Div — Buy (add'l)

YUM CHINA HLDGS. INC — Int/Div — Buy (add'l)

Advansix Inc. (X) — None

Advned Micro D Inc. (X) — None

Alphabet Inc. (X) — None

Altria Group — Int/Div

Amazon Com Inc. (X) — None

Apergy Corp. Reg. (X) — None

Apple Inc — Int/Div

Atmos Energy Corp. — Int/Div

Automatic Data Processing — Int/Div

Baidu Inc. (X) — None

BB&T — Int/Div

BB&T (Checking/money market) — Interest

Black Rock Va, Mum. Tr — Int/Div — Sold (part)

Booking Hldgs Inc — None — Buy

Booking Hldgs Inc — Sold

Celgene Corp. (X) — None — Sold

CenturyLink Inc — Int/Div — Sold

Coca-Cola — Int/Div

Comcast — Int/Div

Community Banks Tr. Corp. (X) — None

Colgate Palmolive — Int/Div — Buy

Corp Office Pptys. Trust REIT — Int/Div — Sold

Costco Wholesale — Int/Div

CVS Caremark Corp — Int/Div

Morgan-Stanley Dean Witter Trust Premium Income Trust — Interest

Morgan-Stanley Dean Witter Tax Exempt See. D — Int/Div

Devon Energy Corp. — Int/Div — Sold

Diageo PLC — Int/Div

2S. — Distribution

Dommion Resources, Inc — Int/Div — Sold

Dover Corp. — Int/Div

Eaton Vance Greater China Growth — Int/Div — Sold

Ecolab. Inc — Int/Div

Equinix Inc — Int/Div — Buy

Equinix Inc — Sold

Exxon Mobil — Int/Div — Buy

Exxon Mobil — Sold

Facebook Inc. (X) — None

Garrett Motion Inc. (X) — None — Sold

General Motors Co — Int/Div

Grubhub Inc. (X) — None — Sold

Guardian Life Insurance Co. - Whole Life Insurance Policy — Interest

GW Pharmaceuticals PLC (X) — None — Sold

Hess Corp — Int/Div — Sold

Hill Rom Hidgs — Int/Div — Buy

Hill Rom Hidgs — Sold

Home Depot — Int/Div

Honeywell Intl. Inc — Int/Div

HP Inc — Int/Div

Idexx Lab Inc — None — Buy

Intercapital Insd Mun. Income — Interest

Intercapital Insd Mun. Trust — Interest

Intercapital Quality Muni TR — Interest

Invesco Municipal Opp. Trust — Int/Div

Kraft (The) Heinz Co. — Int/Div — Sold

El Lilly & Co. — Int/Div — Sold

Lindsey Canal, Inc — None

Lockheed Martin Corp — Int/Div

Lord Abbett Intermediate — Int/Div

McDonalds — Int/Div

Memill Lynch Basic Value Fund — Distribution

ML Lee Acquisition Fund 89 — Interest

ML Venture Partners (LPS7) — Distribution

MERRILL LYNCH MUNICIPAL SECURITIES (H)

Arlington Cnty. VA Pub — Interest

Arlington Cnty VA Go Pub — None — Buy

Cary NC Enterprise Sys. {(X) — Interest

DC Wir. & Swr. Auth. Pub. Util — Interest — Sold

Durham N C LTD Oblig. LTD — Interest — Buy

Fairfax Cnty. VA Pub. Impt — Interest

Harms Coty. Tex Road — Interest — Sold

King Cnty. Wash Swr. Rev. Prerefunded B — Interest

King Cnty. Wash Swr. Rev. Unrefunded B — Interest

King Cnty. Wash Swr. Rev — None — Buy

Newport News VA Ser A RF — Interest

North Tex Twy Auth. Rev — None — Buy

Northern VA Transn. Auth — Interest

Ohio St. Dpt. Adm. SVC CTFS — Interest

Portsmouth VA Ser. A RF — Interest

Richmond VA Pub. Utl. Rev. Ser. A RF — Interest

San Fran CA CY-CO Arpt. CIA Rev — Interest — Sold

San Fran CA CY-CO Amt. CIA Rev Unrefunded — Interest

Spotsylvania Cnty. VA Pub. Impt — Interest

VA CLG Bldg. Va — Interest

VA State PBA Pub. — Interest

VA State Res. Auth. — Interest

Virginia CBA VA Ed FCS Rv. Pub. Ser. A — Interest

Virginia Comwlth Transn Brd. Transn Rev — Interest — Buy (add'l)

Virginia ST PSA SPL Obg, Prince Will RF Sch. — Interest

Virginia ST PSA Sch. Fing 1997 Sch. Ser. B — Interest

Wisconsin ST Go Ref — None — Buy

Morgan Stanley Mutual Fund — Int/Div

NexteEra Energy Inc — Int/Div

Norfolk Southem — Int/Div

Occidental Pete Corp. Cal — Int/Div — Sold

Oracle — Int/Div — Sold

Phzer — Int/Div

Proctor & Gamble — Int/Div — Sold

QualComm Inc — Int/Div

Resideo Technologies Inc. (X) — None — Sold

Roval Dutch Shell — Int/Div

Simon Property Group Del (REIT) — Int/Div

3M Company — Int/Div

Texas Instruments — Int/Div — Buy

Thermo Fisher Scientific. Ine — Int/Div

TowneBank Checking & Savings — Interest

United Pacific Corp. — Int/Div

United Techs Comp. — Int/Div

Verizon Comm — Int/Div

Wal-Mart Stores. Inc — Int/Div

VO. — Distribution

MEMBER, DE vimproved land in Chesapeake, VA

MEMBER, BE vnimproved lund m rural areas of Va. Beach, VA

STOCKHOLDER, a subchapter 5 corporation

STOCKHOLDER, I (subchapter S corporation

STOCKHOLDER, I Subchapter S corporation (owns unimproved Ios mn Chesapeake. VA)

CO-MANAGER, I FOUNDATION (charitable foundation which holds stock in Abbvie Ine.. Chevron Corp. FOG Resources. Phillips 66)

MEMBER

MEMBER

AR

* FRARFATE RR ARAL NLAALs RINE VFEVIYELR BR RAFLN AAA AE BARNA EL RRL Te (Hoe TY 4 Ye)

PART VII - INVESTMENTS

|

. Line 87. | Received final distribution on 12/13/18. LLC has been completely dissolved as of 12/31/18,

2

Line 92. Envest 11, final sule of 1-800-Pack-Rat on or ablout 6/4/2018.

Line 103. Fairfield Associates. On 8/22/2018 filed Chapter 11, EDVA 2:18bk73744.

Line 105. Fidelity Adivosr 529 Plan. Educational savings plan for || EER

Lime 191. Oxford Square Capital. On 3/20/2018 name change from TICC Capital Corp.

Line 195, Perspecta Inc. On 5/7/2018 spinoff with DXC Technology.

7]

Line 238. TICC Capital Corp. On 3/20/2018 name change to Oxford Square Capital.

8.

. Line 262-375. Insofar as JJ} [Il listings are concerned. she is oll of independent means and the listings contained herein with regard to her are those

to which | may have personal knowledge from income tax returns and prior reports to you. | am not privy to any other information concerning her holdings and

finances as she deals independently with regard to them and is an independent individual who will not waive her constitutional or statutory rights. [Il IR

holdings were not derived from or through me and are being reported since they may be known to me duc to joint income tax returns and are released only because

of the regulations placed upon me. 1 do not derive any benefit from her securities in any way. She cluims her right to confidentiality by virtue of 26 U.S.C.

Section 6103, among other protections. She emphatically believes her holdings reported on this form should not be divulged for any public viewing, She feels that

her constitutional rights have been and will be violated and that she has not been afforded a hearing with regard to your requirement that her personal and private

holdings be reported. She states she has not been afforded due process. Any information you feel is lacking or is in need of explanation should be directed to her

us | have disclosed that which I may have learned from past tax information and some of which may be over reported out of an shundance of caution.

9. Line 265. Advansix Inc. was purchased on or about 6/3/15 and was inadvertently omitted from prior reports.

10.

Line 266. Advned Micro D Tne, was purchased on or about 8/25/17 and was inadvertently omitted from prior reports,

1.

Line 267. Alphabet Inc. was purchased on or about 9/10/15 and was inadvertently omitted from prior reports.

12

Line 269. Amazon Com Inc. was purchased on or about 12/29/09 and was inadvertently omitted from prior reports,

13

Line 270. Apergy Corp. Reg. was purchased on or about 8/25/17 and was inadvertently omitted from prior reports.

14

Line 274. Baidu Inc. was purchased on 5/31/11 and was inadvertently omitted from prior reports.

18

Line 280. Celgene Corp. was purchased on or about 4/30/10 and was inadvertently omitted from prior reports. It was sold on 2/15/18,

16.

Line 284. Community Bankers Tr. Corp. was purchased on or about 5/23/97 and was madvertently omitted from prior reports.

17

Line 302. Facebook Inc. was purchased on or about 8/26/14 and was inadvertently omitted from prior reports,

18

Line 303. Garrett Motion Inc. was purchased on or about 6/3/15 and was inadvertently omitted from prior reports. It was sold on 12/31/18.

19.

Line 305. Grubhub Inc. was purchased on or about 12/30/16 and was inadvertently omitted from prior reports. It was sold on 4/23/18.

20.

Line 307. GW Pharmaceuticals PLC was purchased on or about 12/30/16 and was inadvertently omitted from prior reports, It was sold on 12/31/18.

21

Line 331. Cary NC Enterprise Sys. was purchased on 12/14/17 and was madvertently omitted from prior reports.

2

Line 364. Resideo Technologies Inc. was purchased on or about 6/3/15 and was inadvertently omitted from prior reports. It was sold on 12/31/18,

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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