Aleta Arthur Trauger

2005

Ask Donna

Pull out the substance of this filing.

What was filed

  • 49

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • End UMC
  • Meth. College
  • College
  • University
  • Club
  • reinvest.
  • remvest.
  • reinvest
  • Comell College, Mt. Vernon, Iowa
  • St. Bemard Academy
  • Vanderbilt Law School
  • Nashville Bank & Trust
  • Income from law firm partnership
  • Service on board of directors—-Qualifacts Systems, Inc

As filed

Acc'ts. at SunTrust Bank, Nashville, TN — Interest

The Equitable A.B.A. Group IRA — Interest

Robertson Stephens Emerging Growth Fund — None

Coventry Health Care Inc. common stock — None — gift — End UMC

Coventry Health Care Inc. common stock — gift — Meth. College

Coventry Health Care Inc. common stock — gift — College

Coventry Health Care Inc. common stock — gift — University

Coventry Health Care Inc. common stock — gift — Club

Guilford Co., NC farmland — Rent

Cash surr. value NW Life policy — None

Cash surr. value of 2 NW Life policies — None

Parnassus Fund — Int/Div

Interest in law form bldg. (with partners) — None

Fidelity Advisor Equity Growth Class T Fund 3 — None — sell

Aintree Capital Acc’. - IRA a) Pershing Gov't. Acc't, — Interest — sell

Knox County, TN munic. bonds — None

Rutherford Co., TN gen. oblig. bonds — None

ITECH Partners, L.P. — Int/Div

Promissory note from Paul C. Ney, Jr. — None

Moore County, NC timber land — None

Qualifacts Systems, Inc — None

Metro Nashville Electric Revenue bonds — None

CP Pool One, LLC — None

Bank of America Corp. — Int/Div

Duke Energy Corp. — Int/Div — sell

Exxon Mobil Corp. — Int/Div

Jefferson-Pilot Corp. — Int/Div — sell

Occidental Pet. Corp — Int/Div — sell

Progress Energy Inc — Int/Div — sell

Verizon Communications — Int/Div — sell

Metro Nashville Electric Service Zero Coupon Bonds — None

TN Housing Development Agcy Homeownership Bonds — Interest — call

TN Housing Development Agcy Homeownership Bonds — call

The Camelot Schools, LLC (2 notes) — None

Centennial Money Market (A.G Edwards) — Interest

Elizabethton, TN water & sewer revenue bonds — None

A.G. Edwards & Sons Brokerage Acct.

American Balanced Fund, Inc. — Int/Div — buy — reinvest.

American Balanced Fund, Inc. — buy

Capital Income Builder Fund — Int/Div — buy — reinvest.

Capital Income Builder Fund — buy

Capital World Growth & Income Fund — Int/Div — buy — reinvest.

Capital World Growth & Income Fund — buy

Growth Fund of America, Inc — Int/Div — buy — reinvest.

Growth Fund of America, Inc — buy

Investment Co. of America — Int/Div — buy — remvest.

Investment Co. of America — buy

New Perspective Fund — Int/Div — buy — reinvest

New Perspective Fund — buy

Member, Board of Trustees, Comell College, Mt. Vernon, Iowa

Member, Board of Trustees, St. Bemard Academy

Member, National Council, Vanderbilt Law School

Liability — Nashville Bank & Trust — Loan Fo Yg» Firm Hvac Units Gill Oint Liability With Othe Hartners)

Liability — Nashville Bank & Trust — Mortgage O.' Gil) Law Firm Building Gg Joint Liability With Other Nartners)

Spouse's income — 2005 — Income from law firm partnership

Spouse's income — 2005 — Service on board of directors—-Qualifacts Systems, Inc

VI

1. Mortgage from SunTrust on previous report transferred to Nashville Bank and Trust.

vi

13. "Not taking into account the outstanding mortgage.

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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