Robert Rees Summerhays

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 69

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 2

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Acadiana/Lafayette Chapter Federal Bar Association
  • University of Louisiana/Lafayette
  • Great Lakes Borrower Services
  • George Mason University Law & Economics
  • National Association of Attorneys General
  • University of Louisiana / Lafayette -- Teaching income
  • Ascension Episcopal School (Wages)

As filed

T. Rowe Price Blue Chip Growth Fund — Dividend — Sold (part)

T. Rowe Price Blue Chip Growth Fund — Sold

T. Rowe Price Global Real Estate — Dividend — Sold

T. Rowe Price European Stock Fund — Dividend — Sold

T. Rowe Price Value Fund — Dividend — Sold

T. Rowe Price Global Stock — Dividend — Sold

T. Rowe Price Mid-cap Growth Fund — Dividend — Sold

T. Rowe Price SEP IRA

T. Rowe Price Blue Chip Growth Fund — Dividend

T. Rowe Price Medditeranean — Dividend

T. Rowe Price Value Fund — Dividend

T. Rowe Price Global Stock Fund — Dividend

T. Rowe Price Growth Stock Fund — Dividend

T. Rowe Price Retirement 2030 Fund — Dividend

T. Rowe Price GNMA Fund — Dividend

T. RowePrice Ordinary IRA

T. Rowe Price Growth Stock Fund — Dividend — Sold (part)

T. Rowe Price Growth Stock Fund — Sold (part)

T. Rowe Price Blue Chip Growth Fund — Dividend — Sold (part)

T. Rowe Price Blue Chip Growth Fund — Sold (part)

T. Rowe Price Blue Chip Growth Fund — Buy (add'l)

T. Rowe Price Blue Chip Growth Fund — Sold (part)

T. Rowe Price Retirement 2030 Fund — Dividend — Sold (part)

T. Rowe Price Retirement 2030 Fund — Sold (part)

T. Rowe Price Retirement 2030 Fund — Sold (part)

T. Rowe Price Value Fund — Dividend — Sold (part)

T. Rowe Price Value Fund — Sold (part)

T. Rowe Price Value Fund — Sold (part)

T. Rowe Price Mid-cap Growth Fund — Dividend — Sold (part)

T. Rowe Price Mid-cap Growth Fund — Sold (part)

T. Rowe Price Government Money — Dividend — Open

Vanguard Prime Money Market Fund — Interest — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Buy (add'l)

Vanguard Prime Money Market Fund — Sold (part)

Vanguard Prime Money Market Fund — Sold (part)

JP Morgan Chase (Louisiana) Checking Account — Interest

TransAmerica / Diversified Investment Advisors WGM 401K Plan

Vanguard S&P 500 Institutional Index — Dividend — Redeemed

Dodge & Cox Large Cap Value Fund — Dividend — Redeemed

Vanguard Explorer Small Cap Value Fund — Dividend — Redeemed

Vanguard REIT Index — Dividend — Redeemed

Vanguard Total Intern. Stock Index — Dividend — Redeemed

American Funds EuroPacific International Fund — Dividend — Redeemed

Allianz Technology Fund — Dividend — Redeemed

TRowePrice Personal Strat. Grwth — Dividend — Redeemed

Weil, Gotshal & Manges Partner Pension Plan — None

CF Schneider Family LP-- Limited partner interest — None

Mineral Interest #1 -- Thomas Duty Survey, Texas — Royalty

Mineral Interest #2 -- Bee County, Texas JD Wright Grant — Royalty

Mineral Interest #3 -- Bee County, Texas Mary M. Wright Gr. — Royalty

Member, Board of Directors, Acadiana/Lafayette Chapter Federal Bar Association

Adjunct Instructor, University of Louisiana/Lafayette

Agreement — 09/30/2006 — Partially vested in Weil, Gotshal & Manges LLP ("WGM") partner pension. The plan is not based on firm profits, and is maintained, controlled, and owned by WGM

Liability — Great Lakes Borrower Services — Stafford Student Loan

Reimbursement — George Mason University Law & Economics — 4/25/2019 - 4/26/2019 — Arlington, Virginia — Attended the Antonin Scalia Forum — Transportation, meals, hotel

Reimbursement — National Association of Attorneys General — 09/10/2019 - 09/12/2019 — Santa Fe, NM — NAAG Bankruptcy Seminar — Transportation, meals, hotel

Income — 12/15/19 — University of Louisiana / Lafayette -- Teaching income — $3,200.00

Spouse's income — 2019 — Ascension Episcopal School (Wages)

Part VII Lines 68-76: On 12/20/2019, the TransAmerica 401K was redeemed and rolled over into my T.Rowe Price ordinary IRA Account (Lines 21-36)

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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Robert Rees Summerhays | Frix