Robert Lanier Anderson 3

2005

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Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • note in Part VIII
  • FREELANCE WRITING (WRITING, BUT NO INCOME IN 2005)
  • STIPEND, MEDICAL CENTER OF CENTRAL GEORGIA (non-profit) (see note in Part VIII)

As filed

SunTrust Bank - checking account — Interest

Vested interest in Keogh Plan (see parts II & VIII)

Smith Bamey Fund, Value — Int/Div

SB short-term high grade — Int/Div

SB US Govt Securities POR — Int/Div

Oppen, Global Gr & Inc — Int/Div

SB Agg Growth — Int/Div

SB Large Cap Growth — Int/Div

Salomon Bros. Capital — Distribution

Euro Pacific Growth Fund (IRA) — Int/Div

Euro Pacific Growth Fund (IRA) — Int/Div

Sturges Mfg., Utica, NY (common) — Int/Div

Exxon (common) — Int/Div

Fidelity Magellan Mutual Fund — Int/Div

Fidelity Cash Reserves (money mutual fund) — Int/Div

SunTrust Bank (common) — Int/Div

MFS Managed Multi-St. Tax Exempt (GA) mutual fund — Int/Div

MFS Managed Mu. Bd. Trust (mutual fund) — Int/Div

Branch Banking & Trust Co. (BB&T) money market fund — Interest — Redemption — note in Part VIII

TIAA-CREF (see VIID — Int/Div

House and lot, Bibb County, GA — Rent

SunTrust Bank (common) — Int/Div

I shares Russell 1000 Index — Int/Div

I shares Russell 2000 Value — Int/Div

I shares Russell 2000 Index — Int/Div

I shares Russell 1000 Index — Int/Div

1 shares Russell 2000 Value — Int/Div

I shares Russell 2000 Index — Int/Div

I shares Russell 1000 Index (IRA) — Int/Div

I shares Russell 2000 Value (IRA) — Int/Div

I shares Russell 2000 Index (IRA) — Int/Div

I shares Russell 1000 Index (IRA) — Int/Div

I shares Russell 2000 Value (IRA) — Int/Div

shares Russell 2000 Index (IRA) — Int/Div

The Phoenix Co. (whole life) — Int/Div

The Phoenix Co. (whole life) — Int/Div

SunTrust Bank CD — Interest

SunTrust Bank - money market — Interest

Spouse's income — 2005 — FREELANCE WRITING (WRITING, BUT NO INCOME IN 2005)

Spouse's income — 2005 — STIPEND, MEDICAL CENTER OF CENTRAL GEORGIA (non-profit) (see note in Part VIII)

Part II

Keogh Plan (no control); vested account invested in mutual funds; contributions made during law practice before appointment

Part III-B, Line 2

Medical Center of Middle Georgia had been previously reported; correct name of facility is Medical Center of Central Georgia

Part VII, Line 19

Redeemed this account at BB&T and moved money to similar accounts at SunTrust Bank (lines 37 and 38)

Part VII, Line 20

Teachers Ins. & Annuity Assn - College Retirement Equities Fund -- composed of annuities and common stock fund

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 Lanier Anderson 3 | Frix