Robert G Mayer

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 112

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Walter Chandler American Inn of Court
  • Short, LLC
  • Cottonwood Tree Company LLC
  • Maver's Restorations Lid
  • Trust B
  • American Bankruptcy Institute
  • National Conference of } Bankruptcy Judges
  • Bar Association ’
  • Untted Asrlines -- salary

As filed

BB&T Accounts — Interest

WellPoint. Inc.. common stock — Int/Div

IRASSEP Account (Items 4 - 1) — Int/Div

American Balanced Fund Class FI

Blackrock Equity Dividend Fund CL Inst]

Calamos Growth & Income Fund CL

Columbia Marsico 21st Century Fund CL Zz

Ivy Asset Strategy Fund Class

Franklin Mutual Global Discovery FD CL yA

Dreyfuss Liquid Assets CL 2

BB&T (IRA) — Interest — Closed

Short LLC membership interest {Items 13.14)

Rental property, Fairfax, VA (2013 assessment S440.600) — Rent

BB&T Account — None

Alliant Federal Credit Union Accounts — Interest

401K) Plan (tems 17-22) — Int/Div

UCH. Inc. Stock Fund

Loomis Value Y — Sold

Loomis Value N — Buy

Pimco Total Ret Bond

Vanguard Target 2015 PRT — Sold (part)

Vanguard Taret 2025 — Buy

Alliant FCU (IRA) — Interest

Burke & Herbert Bank Account — Interest

Brokerage Account A (Items 26-46)

American Funds Capital Income Builder CLC — Int/Div

American Funds The Income Fund of Amenca CLC — Int/Div

American Funds American Balunced Fund CLC — Int/Div

American Funds The Bond Fund of America CLC — Int/Div

American Funds Capital World Growth & Income Fund CL C — Int/Div

American Funds American Balanced Fund CLA — Int/Div

American Funds American Balanced Fund CLA: — Buy (add'l)

American Funds Bond Fund of America CLA — Int/Div — Sold

American Funds The Income Fund of America CL A — Int/Div

American Funds New Perspective Fund CLA — Int/Div

American Funds New Perspective Fund CLA — Buy (add'l)

American Funds New World Fund CL A — Int/Div

American Funds New World Fund CL A — Buy (add'l)

American Funds Washington Mutual Investors Fund CL A — Int/Div

American Funds Washington Mutual Investors Fund CL A — Buy (add'l)

AMCPX — Int/Div — Buy

AMRMX — Int/Div — Buy

CWGIX — Int/Div — Buy

ANCFX — Int/Div — Buy

AGTHX — Int/Div — Buy

AIVSX — Int/Div — Buy

Brokerage Account B (Items 48-56)

AT&T common stock — Int/Div

BP PLC common stock — Int/Div

Chevron common stock — Int/Div

Exxon Mobil Corp common stock — Int/Div

IBM common stock — Int/Div

McDonalds Corp common stock — Int/Div

Venzon Commumcations common stock — Int/Div

Tax Exempt Fund of Virginia CL A — Interest

Federated Capital Reserves — Interest

Belt Realty LLC membership interest (Items S860)

BB&T account — None

Real Prop. A, Alexandria, VA (2013 assess, $607,740) — Rent

Real Prop. B, Alexandria, VA (2013 £79,910 assess. ) — Rent

Trust B (Item 62)

Alhant Federal Credit Union Account — Interest

Cottonwood Tree Co LLC membership interest (Items 64-65)

Real Prop. Sedgwick Co., KS (2013 assess, $164,700) — Rent

BB&T bank account — None

Denham Green Lane LLC membership interest {ltems 67-68)

Real Prop. Worchester Co, MD (2013 Assess S468.000) — Rent

BB&T bank account — None

Mayer's Restorations Ltd membership interest {Trem 70)

Real Prop Montgomery Co, OH (2013 assess, $68,140) — Rent

Dreyfus Municipal Bond Fund — Interest — Sold

IRA 2 (Items 73-105) — Int/Div

IRA 2 (Items 73-105) — Int/Div — Sold

IRA 2 (Items 73-105) — Int/Div — Sold

IRA 2 (Items 73-105) — Int/Div — Sold

FBIOX (Y)

FBIOX (Y) — Int/Div — Sold

FBIOX (Y) — Int/Div — Sold

FBIOX (Y) — Int/Div — Sold (part)

FBIOX (Y) — Sold

FBIOX (Y) — None — Sold

FBIOX (Y) — None — Sold (part)

FBIOX (Y) — Int/Div — Sold (part)

FBIOX (Y) — Int/Div — Sold (part)

IWP — Int/Div

IWP — Int/Div — Buy (add'l)

IWP — None — Sold

IWP — Int/Div — Sold

IWP — Int/Div — Sold (part)

USMY — Int/Div — Sold

USMY — Int/Div — Buy

AMLP — Int/Div — Buy

AMLP — Sold

AMLP — Int/Div — Buy

AMLP — Int/Div — Buy

BKLN — Int/Div — Buy

BKLN — Int/Div — Buy

BKLN — Buy (add'l)

BKLN — None — Buy

BKLN — Int/Div — Buy

BKLN — Buy (add'l)

BKLN — Int/Div — Buy

BKLN — Buy (add'l)

BKLN — Int/Div — Buy

BKLN — Int/Div — Buy

Brokerage Account C (Items 107-112)

UTX (United Technology) — Int/Div

UTX (United Technology) — Buy (add'l)

UTX (United Technology) — Buy (add'l)

WPOIX — Int/Div — Buy

WPOIX — Buy (add'l)

VFINX — Int/Div — Buy

Member of Executive Committee, Walter Chandler American Inn of Court

Manager, Short, LLC

Manager, Cottonwood Tree Company LLC

Manager, Maver's Restorations Lid

Co-Trustee, Trust B

Reimbursement — American Bankruptcy Institute — 3012003-3/122013 — Brooklyn, NY — Duberstein Bankruptcy Moot Court — transportation, food and lodgings

Reimbursement — National Conference of } Bankruptcy Judges — 10029/13-11/2/2013 — Atlanta, GA — Attend bankruptcy educational conference — hotel

Reimbursement — Bar Association ’ — bankruptcy educational conference — Zodel ag vig Ea Jd od

Spouse's income — 2013 — Untted Asrlines -- salary

Part VII, Item 78 was reported as Item 76 on the 2012 FDR as a purchase. It was actually a sale of the entire investment on the date and with the Value Code for

Column D(3) as stated. The Value Code for Column D{4) was "A"

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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