William Clark O'Kelley
2015Annual
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What was filed
26
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Broker
As filed
Bank of America Corp. common stock — Int/Div
Memill Lynch Broker Account -s- (H)
Memll Lynch Cash Account — Interest
AT&T common stock — Int/Div
Boston Scientfic Corp. common stock — None
Coca Cola common stock — Int/Div
Merck & Co. common stock — Int/Div
Southern Co. common stock — Int/Div
Memill Lynch Broker Account (H)
Mernll Lynch Cash Account — Interest — Closed — Broker
Raymond James Broker Account (H)
Raymond James Cash Sweep Account — Interest — Open — Broker
Raymond James IRA (Wells Fargo common stock) — Int/Div — Sold (part) — Broker
Wells Fargo commen stock — Int/Div
Centerpomt Energy, Inc. common stock — Int/Div
General Electric Co. common stock — Int/Div — Buy — Broker
NRG Energy, Inc. common stock — Int/Div
Regions Bank checking account — Interest
Bank of America checking account — Interest
Bank of America savings account — Interest
Regions Financial Corp. common stock — Int/Div
Wells Fargo common stock — Int/Div
Suntrust Banks common stock — Int/Div
Wells Fargo common stock -s- — Int/Div
Bank of America common stock -s- — Int/Div
The Guardian Life Ins. Co. - Whole Life Insurance Policies — Int/Div
PART VIL Investments and Trusts:
Line 6 of Part VII: Coca Cola common stock is in spouse's name and should have been so listed on all previous reports.
Line 4 and Line 25 of Part VII: Spouse has Bank of America stock held in two separate accounts-—-one & brokerage uccount and the other an individual account.
These were previously listed together on Line 10 of the 2015 annual report.
Line 13, Line 14, and Line 26 of Part VII: Line 13 previously reported on Line 6 of the 2015 annual report and is now reported as part of the Raymond James
brokerage account. Line 14 and Line 22 were previously listed together on Line 2 of the 2015 annual report, These assets are now separated into one held in a
brokerage account and the other in an individual socount.
Line 18 and Line 20 of 2015 annual report are now listed on Lines | and 11 as headers for the individual stocks and cash held in these brokerage accounts,
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