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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 47

    investments

  • 4

    positions

  • 2

    gifts

  • 0

    agreements

  • 5

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Forsyth Cartervill Coal Co
  • Moto, Inc.
  • Trust #3
  • Trust #4
  • Trust #5
  • Bryant American Inn of Court
  • Brian and Robin Baker
  • Suntrust Bank
  • Federal Government
  • -- Administration

As filed

Trust #3 (H)

Fidelity Account -- Cash — Interest

Forsyth Carterville Coal Stock (H) — Dividend

Sold Forsyth Carterville Coal Stock — Sold (part) — Forsyth Cartervill Coal Co

Sold Forsyth Cartervillw Coal Stock — Sold (part) — Forsyth Cartervill Coal Co

Missouri Real Estate Stock — Dividend

Moto, Inc. Stock — Dividend

Fidelity IRA # 1 (H)

Vanguard Target Ret 2035 FD Inv — Int./Div.

Fidelity IRA #2 (H)

Vanguard Target Ret 2035 FD Inv — Int./Div.

TIAA Account LFCYCLE 2030T4 — Int./Div.

Real Estate, Mercer County, WV Property — None

Trust #1 (H)

Cash Account Managed by the Commerce Trust Co — Interest

Missouri Real Estate Stock — Dividend

Trust #2 (H)

Cash Account Managed by the Commerce Trust Co — Interest

Missouri Real Estate Stock — Dividend

Alliance Growth (SA AB Growth) — Int./Div.

Emerging Mkts mgd by JP Morgan Inv. Mgmt — Int./Div.

Growth Opportunities mgd by Invesco Advisors — Int./Div.

Invesco VI Comstock Fund — Int./Div.

Natural Resources mgd by Wellington Mgmt Fund (see note below) — Sold

Fidelity Institutional AM Real Estate — Int./Div.

Small & Mid Cap Value mgd by Alliance Bernstein — Int./Div.

Templeton Franklin Foreign Value — Int./Div.

Trust #4 (H)

Alliance Growth (SA AB Growth) — Int./Div.

Emerging Mkts mgd by JP Morgan Inv. Mgmt — Int./Div.

Growth Opportunities mgd by Invesco Advisors — Int./Div.

Invesco VI Comstock Fund — Int./Div.

Natural Resources mgd by Wellington Mgmt Fund (see note below) — Sold

Fidelity Institutional AM Real Estate — Int./Div.

Small & Mid Cap Value mgd by Alliance Bernstein — Int./Div.

Templeton Franklin Foreign Value — Int./Div.

Trust #5 (H)

Alliance Growth (SA AB Growth) — Int./Div.

Emerging Mkts mgd by JP Morgan Inv. Mgmt — Int./Div.

Growth Opportunities mgd by Invesco Advisors — Int./Div.

Invesco VI Comstock Fund — Int./Div.

Natural Resources mgd by Wellington Mgmt Fund (see note below) — Sold

Fidelity Institutional AM Real Estate — Int./Div.

Small & Mid Cap Value mgd by Alliance Bernstein — Int./Div.

Templeton Franklin Foreign Value — Int./Div.

Bank of America Cash Account — Interest

Wells Fargo Cash Account — Interest

Board Member, Moto, Inc.

Trustee, Trust #3

Trustee, Trust #4

Trustee, Trust #5

Gift — Bryant American Inn of Court — Honorary Membership — $395.00

Gift — Brian and Robin Baker — Box seats to concert — $1,260.00

Liability — Tuition Agreement

Liability — Tuition Agreement

Liability — Tuition Agreement

Liability — Suntrust Bank — College Loans

Liability — Federal Government — College Loans

Reimbursement — Moto, Inc. — February 15-16, 2019 — Belleville, IL — Board Meeting — Transportation, Hotel, Meals

Reimbursement — Moto, Inc. — May 3-5, 2019 — St. Louis, MO — Shareholder/Board Meeting — Transportation, Hotel, Meals

Spouse's income — 2019 — -- Administration

--The Trusts #3, #4, and #5 listed in Part VII hold assets inside a variable annuity. As such, dividend and capital gain distributions paid from the

underlying assets (also reported in Section VII) are not disclosed on the statements for these annuities. The undersigned has reported an "A" in column B1 and

"Int/Div" in column B2 in an effort to provide as much transparency as possible.

--Natural Resources managed by Wellington Mgmt was mistakenly reported in last year's financial disclosure as being held in Trusts #3, #4, and #5 as of

December 31, 2018. Closer review of records received from the trusts have confirmed that the entire position in the fund in each of the three trusts was sold at

some point between 9/29/18 and 12/31/18. To provide as much transparency as possible, the disposition of the fund is shown above, but the date of the sale (i.e.,

1/1/19) is not correct. The software will not permit an earlier disposition date than 1/1/19, so that is what is entered above. Again, the actual disposition date of

all shares of the Natural Resources fund in all three trusts is sometime between 9/29/18 and 12/31/18. The quarterly statements with respect to the trusts do not

permit more specificity as to the date of the sale.

--No interest, dividends or capital gain distributions can be identified in the statements for the TIAA LFCYCLE 2030T4 Account in Part VII. In an abundance of

caution, an "A" has been entered for income under column B(1) for this asset.

--Three of the four Bank of America accounts reported in the aggregate in Part VII are accounts owned by the undersigned's . The undersigned does not

own the cash in any of those three accounts. The undersigned was made signatory on the accounts to manage his affairs in the event of death or

disability.

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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