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Pull out the substance of this filing.

What was filed

  • 42

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • POA 3

As filed

AT&T, Inc. — Dividend

MS Liquid Asset Fund — Dividend

Farm House purchased 01/95 for $76,000 in — Rent

Vodaphone Group PLC Sponsor ADR — Dividend

Verizon Communications — Dividend

Northwestern Mutual Life Insurance Co. (whole life) — Dividend

Delaware Value Instl — Dividend — Buy (add'l)

Delaware Value Instl — Buy (add'l)

Matthews Asian Japan Inv — Dividend — Buy (add'l)

Matthews Asian Japan Inv — Buy (add'l)

ALERIAN MLP ETF — Dividend — Buy (add'l)

ALERIAN MLP ETF — Buy (add'l)

CALAMOS MARKET NEUTRAL INC I — Dividend — Buy (add'l)

CALAMOS MARKET NEUTRAL INC I — Buy (add'l)

CLEARBRIDGE LARGE CAP GWTH I — Dividend — Buy (add'l)

CLEARBRIDGE LARGE CAP GWTH I — Buy (add'l)

DIAMOND HILL LONG-SHORT — Dividend — Buy (add'l)

DIAMOND HILL LONG-SHORT — Buy (add'l)

DIAMOND HILL LONG-SHORT — Buy (add'l)

FEDERATED STRAT VAL DIV INST — Dividend — Buy (add'l)

FEDERATED STRAT VAL DIV INST — Buy (add'l)

FEDERATED STRAT VAL DIV INST — Buy (add'l)

LORD ABBETT SHT DURATION INC F — Dividend — Buy (add'l)

LORD ABBETT SHT DURATION INC F — Buy (add'l)

LORD ABBETT SHT DURATION INC F — Buy (add'l)

PIMCO INCOME P — Dividend — Buy (add'l)

PIMCO INCOME P — Buy (add'l)

PIMCO INCOME P — Buy (add'l)

PRINCIPAL MIDCAP INSTL — Dividend — Buy (add'l)

PRINCIPAL MIDCAP INSTL — Buy (add'l)

PRINCIPAL MIDCAP INSTL — Buy (add'l)

THORNBURG INTL GROWTH I — Dividend — Buy (add'l)

TWEEDY BROWN GLOBAL VALUE FD — Dividend — Buy (add'l)

TWEEDY BROWN GLOBAL VALUE FD — Buy (add'l)

TWEEDY BROWN GLOBAL VALUE FD — Buy (add'l)

WESTERN ASSET CORE PLUS BD I — Dividend — Buy (add'l)

WESTERN ASSET CORE PLUS BD I — Buy (add'l)

WESTERN ASSET CORE PLUS BD I — Buy (add'l)

CenturyLink Inc (CTGL) — Dividend

Comcast — Dividend

Power of attorney #3, POA 3

Managing Member - Self

Agreement — 10/1/12 — - Self - Operating Agreement

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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John Maughmer | Frix