Alan G Lance sr
2013Annual
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Pull out the substance of this filing.
What was filed
59
investments
1
positions
0
gifts
1
agreements
0
debts
2
reimbursements
2
income
0
spouse income
Named parties
- Lance Land and Livestock, Lid
- American Legion Baseball World Series
- American Legion National . Convention
- Rental wmcome from a parking space
- Rental mcome from sublease
As filed
IRA #1 - Charles Schwab — Int/Div
Schwab Money Market Fund — Interest
CATAT Ine Common Stock — Int/Div — Buy
CATAT Ine Common Stock — Buy (add'l)
Briggs & Stratton Corp Common Stock — Int/Div
C SX Corp Common Stock — Int/Div — Buy (add'l)
Frontier Commumications Common Stock — Int/Div — Sold
GE Common Stock — Int/Div
Heinz HJ Co Common Stock — Int/Div — Sold
J M Smucker Company Common Stock — Int/Div
Johnson & Jotmson, Inc Common Stock — Int/Div
Proctor & Gamble Common Stock — Int/Div — Buy (add'l)
Snyder-Lance, Inc Common Stock — Int/Div
The Southern Company Common Stock — Int/Div
Lance Land & Livestock, LTD. — Distribution
Cash, Land, and Buildings — Distribution
Common Stock Parks America! Inc — None
IRA #2 - Vanguard — None
Emerging Mkts Stock Index — None
Health Care Fund Inv — None
Life Investors: Cash Value Life Insurance — None
ING RehaStar Life Insurance — None
IRA #3 - Edward Jones — None
Model Core Plus Balanced Toward Income — Int/Div
Working Interest, Incorr Energy Group LLC, Kimball, NE — Rovalty
Public Employee Retirement System of Idaho — Distribution
Capital One Bank — Interest
Union First Market Bank — Interest
Wells Fargo Bank — Interest
Scott & Stringfellow Investment Account — Int/Div
Mkt Vetrs Agribusn ETF — Int/Div
Nuveen Energy MLP ETF — Int/Div
Idaho Central Credit Umon — Interest
US Senes Bonds — Interest
Gold — None — Buy
Wadell & Reed — Int/Div — Open
WR Advisors Core Investment A — Int/Div — Open
WR Advisors Dividend Opportunitities A — Int/Div — Open
WR Advisors Energy A — Int/Div — Open
lvy Large Cap Growth A — Int/Div — Open
lvy Mid Cap Growth A — Int/Div — Open
WR Advisors Science and Technology A — Int/Div — Open
lvy Small Cap Growth A — Int/Div — Open
Ivy Small Cap Value A — Int/Div — Open
WR Advisors Tax-Managed Equity A — Int/Div — Open
WR Advisors Value A — Int/Div — Open
Ivy Micro Cap Growth A — Int/Div — Open
lvy Cundill Global Value A — Int/Div — Open
lvy Global Equity Income A — Int/Div — Open
Ivy Intemational Core Equity A — Int/Div — Open
WR Advisors Asset Strategy A — Int/Div — Open
WR Advisors Contmental Income A — Int/Div — Open
lvy High Income A — Int/Div — Open
lvy Limited - Term Bond A — Int/Div — Open
WR Advisors Municipal Bond A — Int/Div — Open
WR Advisors Municipal High Income A — Int/Div — Open
WR Advisors Cash Management A — Int/Div — Open
NARFE Premier Credit Umon (Y)
StellarOne Bank (Y)
President and Stockholder, Lance Land and Livestock, Lid
Agreement — 010191 — State of 1daho - Pension upon retirement after age 55
Reimbursement — American Legion Baseball World Series — August 2013 — Shelby, North Carolina — Organizational Representative Appearance — Event Tickets
Reimbursement — American Legion National . Convention — August 2013 — Houston, Texas — Speaking Engagement — Travel, Lodging, Airfare
Income — 2013 — Rental wmcome from a parking space — SO00.00
Income — 2013 — Rental mcome from sublease — S31.000.00
1. Part V1 - The liability reported on previous reports has been removed since it is a co-signing on a child's student loans who is no longer a dependent.
2. Part VII - Line 04: Connected to line 3, this is an additional purchase of AT&T Inc Common Stock,
3, Part VII - Line 09: This stock was sold as part of a cash merger, and all funds received remained in the IRA to be reinvested,
4. Part VII - Line 23 - 24: The funds in this account are not directed by the account holder. The account holder selects a model (Model selected: Model Core Plus
Balanced Toward Income) and then has no control of securities or funds held in the account.
5. Part VII - Line 25: Incoor Energy Group LLC, Kimball, NE was previously known as Holly Frontier Refining & Marketing LLC on previous reports.
6. Part VII - Line 26: This retirement benefit became active beginning May 2009. It is also reported in Part 11, Agreements.
7. Part VII - Line 37 - 57: This new fund opened 8/20/13 with investments as outlined,
8. Part VII - Line 58 - This was reported on Line 35 of the previous years report, The balance of the account is now under the filing requirement.
9. Part VII - Lime 59 - This was reported on Line 36 of the previous years report. The balance of the account is now under the filing requirement.
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.