Robert Rees Summerhays
2017Annual
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Pull out the substance of this filing.
What was filed
68
investments
3
positions
0
gifts
1
agreements
1
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Acadiany/Latayette Chapter Federal Bar Association
- John Dube Amencan nn of Court
- Lversity of Louisiana Lafayette
- Great Lakes Borrower Services
- University of Lowsiana / Lafayette — Teaching income
- Ascension Episcopal School (Wages)
As filed
T. Rowe Price Blue Chip Growth Fund — Int/Div — Sold (part)
T. Rowe Price Global Real Estate — Int/Div
T. Rowe Price European Stock Fund — Int/Div — Sold (part)
T. Rowe Price Value Fund — Int/Div — Sold (part)
T. Rowe Price Value Fund — Sold (part)
T. Rowe Price Global Stock — Int/Div — Buy
T. Rowe Price Global Stock — Sold (part)
T. Rowe Price Mid-cap Growth Fund — Int/Div — Sold (part)
T. Rowe Price Mid-cap Growth Fund — Sold (part)
T. Rowe Price SEP IRA
T. Rowe Price Blue Chip Growth Fund — Int/Div
T. Rowe Price Medditeranean — Int/Div
T. Rowe Price Value Fund — Int/Div
T. Rowe Price Global Stock Fund — Int/Div
T. Rowe Price Growth Stock Fund — Int/Div
T. Rowe Price Retirement 2030 Fund — Int/Div
T. Rowe Price GNMA Fund — Int/Div
Vanguard Prime Money Market Fund — Interest — Buy (add'l)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
IP Morgan Chase (Louisiana) Checking Account — Interest
TransAmerica / Diversified Investment Advisors WGM 401K Plan
Vanguard S&P 500 Institutional Index — Int/Div
TRowePrice Large Cap Growth — Int/Div — Open
Dodge & Cox Large Cap Value Fund — Int/Div
Vanguard Explorer Small Cap Value Fund — Int/Div — Open
Vanguard REIT Index — Int/Div — Open
Vanguard Total lutern. Stock Index — Int/Div — Open
American Funds EuroPacific Intemational Fund — Int/Div
Allianz Technology Fund — Int/Div
TRowePrice Personal Strat, Grwth — Int/Div — Open
Weil, Gotshal & Manges Partner Pension Plan — None
CF Schneider Family LP-- Limited partner imerest — None
Mineral Interest #1 - Thomas Duty Survey. Texas — Rovalty
Mineral Interest #2 — Bee County, Texas JD Wright Grant — Rovalty
Mineral Interest #3 — Bee County, Texas Mary M. Wright Gr. — Rovalty
T. Rowe Price Medditeranean — Int/Div — Closed
Vanguard GNMA Fund — Int/Div — Closed
Vanguard S&P 500 Index Fund — Int/Div — Closed
Vanguard Small-Cap Index Fund — Int/Div — Closed
JP Morgan Chase (Louisiana) Savings Account — Interest — Closed
TransAmenica / Diversified Investment Advisors WGM 401K Plan
Vanguard Money Market — Int/Div — Closed
Artisan Small Cap Growth Fund — Int/Div — Closed
Longleaf Partners International Value Concentration Fund — Int/Div — Closed
Goldman Sachs Real Estate Institutional Fund — Int/Div — Closed
Alliance Bernstein Large Cap Growth Fund — None — Closed
FPA Capital Small Cap Value Fund — None — Closed
Northwestern Mutual Whole Life Policy — Int/Div — Redeemed
President, Acadiany/Latayette Chapter Federal Bar Association
Master, John Dube Amencan nn of Court
Admnct Instructor, Lversity of Louisiana Lafayette
Agreement — 09/30/2006 — Partially vested in Weil, Gotshal & Manges LLP ("WGMT) partner pension. The plan is not based on firm profits, and is maintained, controlled, and owned by WGM
Liability — Great Lakes Borrower Services — Stafford Student Loan
Income — 12115/17 — University of Lowsiana / Lafayette — Teaching income — $3,200.00
Spouse's income — 2017 — Ascension Episcopal School (Wages)
Part VII Lines 71-76: These entries are individual fund holdings in a 401k sponsored my former law firm and managed by TransAmerica/Diversified Investment
Advisors. TransAmernica/Diversified closed these fund offerings in 2017 and rolled the money over to new funds that were opened to replace the closed funds,
The new funds that were opened are listed on Part VII lines 47, 49, 50, 51, and 54.
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.