D. Gordon Bryant jr
2017Annual
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What was filed
31
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- Bar Association:
As filed
Amarillo National Bank cash accounts — None
Synchrony cash account — Interest
Texas Capital cash account — Interest
Texas Capital Certificate of Deposit — Interest
Capital One cash account — Interest
Ameritrade (two accounts-prior Scottrade account converted by merger)
cash (both accts) — Interest
NYMT common stock (both accts) — Int/Div
APPL common stock (one acct) — Int/Div
USO oil index fund (one acct) — None
Wells Fargo Bank Certificate of Deposit {one acct) — Interest
IRA #1 Synchrony Certificate of Deposit — Interest
IRA #2 Synchrony Certificate of Deposit — Interest
John Hancock Multimanager Balanced (mgr changed from Vanguard) — Int/Div
IRA # 3 (Ameritrade)
USO oil index fund — None
FINT common stock — None — Sold
MONIF common stock — None — Sold
BIPIX mutual fund — Distribution
Discover Bank Certificate of Deposit or bond — Interest — Redeemed
cash (Amentrade) — Interest
IRA #4 (Ameritrade)
NOSGX mutual fund — Distribution
SSEMX mutual fund — Distribution
BIPIX mutual fund — Distribution
AAPL common stock — Int/Div — Sold
FINT common stock — None — Sold
MONIF common stock — None — Sold
RVNG common stock — None
USO oil index fund — None
cash (Amentrade) — Interest
Reimbursement — Bar Association: — WR AOD Fil discussion for bar conference — HH Ta tet.: - Tl
1. As to the accounts identified in Part VIL, line 6, these cover two accounts held at Ameritrade. These two accounts were reported last year in a combined fashion
on lines § through 8 as an account at Ameritrade and one at Scottrade. Ameritrade acquired Scottrade in 2017, and the Scottrade account is now an Ameritrade
account. The items listed for 2017 in lines 6-11 are held in these two Ameritrade accounts, The Wells Fargo CD (line 11) was acquired in 2017.
2. The 401K identified in lines 14-15 of Part VII is the sume one identified at lines 11-13 last year. This is an employer provided 401K, and the company
managing the account changed in 2017 from Vanguard to John Hancock. The change in management resulted in a transfer of funds from Vanguard to John
Hancock on or about July 19, 2017, but was not the result of any sale or transfer initiated by the holder/owner of the account. The total appreciation in the funds
held in the Vanguard account, from January 1, 2017, until the transfer to John Hancock on or about July 19, was approximately $ 1,053.00. No other gain or loss
occurred is a result of the transfer between the two companies as the amount transferred from Vanguard was the same as that deposited with John Hancock.
3. The line 18 entry in Part VII for last year has been removed on this year's report as it was duplicative of line 15 (inadvertently listed the same fund twice for
IRA 4 3).
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.