D. Gordon Bryant jr

2017Annual

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Pull out the substance of this filing.

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.

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D. Gordon Bryant jr | Frix