Alan G Lance sr

2013Annual

Ask Donna

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.