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.

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Robert Rees Summerhays | Frix