Robert Lewis Hinkle
2019
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Pull out the substance of this filing.
What was filed
24
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Schwab Bank — Interest
Capital City Bank — Interest
1/100 Berkshire HTWY CLA — None
National Retail Pptys Inc. (NNN) — Int/Div
Equifax, Inc. (EFX) — Int/Div
International Flavors and Fragrances, Inc (FF) — Int/Div
Kimberly-Clark Corporation (KMB) — Int/Div
Bank NY Mellon Corp. (BK) — Int/Div
Southern Company (SO) — Int/Div
IRA@! (essets lexted individually)
SPDR Dow Jones Indust Av Etf Trust (DIA) (held in IRA #1) — Int/Div
SPDR S&P Midcap 400 EFT Trust (MDY) (held in IRA #1) — Int/Div
IRA #? (asset listed individually)
AMCAP FUND (held in IRA #2) — Int/Div
Nassau Life Ins. Co. (formerly Phoenix Life Ins Co) (Whole life ins.) — Int/Div
ISHARES Core S&P E1t (IR) (held in TRA #1) — Int/Div
ISHARES MSCI EAFE Index Fund (EFA) (held in IRA #1) — Int/Div
Comcast Corp New CL A (CMCSA) — Int/Div
Avanos Medical Inc. (AVNS) (Formerly Halvard Health Inc (HYD) — None
Schwab S&P 500 Index FD (SWPPX) — Int/Div
Schwab S&P 500 Index FD (SWPPX) (held in IRA #1) — Int/Div
John Hancock Life Ins Co (Whole life ins.) — Interest
Schwab Bank (held in IRA #1) — Interest
Schwab Value Advantage (SWVXX) (held in TRA #1) — Int/Div — Buy
My original financial disclosure report for the year ending December 31, 2019
inadvertently omitted an investment acquired during that year. Section VII of the
report had 23 entries. It should have included, on line 24, “Schwab Value
Advantage (SWVXX) (held in IRA #1),” with income amount code A, income type
Dividend, value code M, value method T, transaction type Buy, transaction date
10/18/19, transaction value M, and no entry (left blank) for gain code and identity
of buyer/seller.
The 2019 report also listed the wrong value code in section VII, line 19, for Schwab
S&P 500 Index FD (SW PPX). The value code should have been M.
This amended report corrects these errors.
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.