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.

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