Robert Rees Summerhays
2011Annual
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What was filed
41
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- John Duhe Amencan Inn of Court
- Asbury United Methodist Church Preschool = Salary
As filed
T. Rowe Price Blue Chip Growth Fund — Int/Div
T. Rowe Price European Stock Fund — Int/Div
T. Rowe Price Medditerancan — Int/Div
T. Rowe Price Value Fund — Int/Div
T. Rowe Price Mid-cap Growth Fund — Int/Div
T. Rowe Price SEP IRA {opened 6/11) — Int/Div
T. Rowe Price Blue Chip Growth Fund
T. Rowe Price Medditeranean
T. Rowe Price Value Fund
T. Rowe Price Global Stock Fund
T. Rowe Price Growth Stock Fund
T. Rowe Price Retirement 2030 Fund
T. Rowe Price GNMA Fund
Vanguard Prime Money Market Fund — Interest
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard GNMA Fund — Interest
Vanguard GNMA Fund — Sold (part)
Vanguard GNMA Fund — Sold (part)
Vanguard GNMA Fund — Sold (part)
Vanguard S&P 500 Index Fund — Int/Div
Vanguard Small-Cap Index Fund — Int/Div
IP Morgan Chase (Louisiana) Savings Account — Interest
JP Morgan Chase (Louisiana) Checking Account — Interest
Diversified Investment Advisors -- WGM 401K Plan — Int/Div
Vanguard Money Market
Vanguard S&P 500 Fund
Alliance Bernstein Large Cap Growth Fund
Dodge & Cox Large Cap Value Fund
FPA Capital Small Cap Value Fund
Artisan Small Cap Growth Fund
Longleaf Partners International Value Concentration Fund
American Funds EuroPacific Intemational Fund
Allianz Technology Fund
Goldman Sachs Real Estate Institutional Fund
Northwestern Mutual Whole Life Policy — Interest
Weil, Gotshal & Manges Partner Pension Plan — None
CF Schneider Family LP- Limited partner interest — None
Mineral Interest #1 Thomas Duty Survey, Texas — Rovalty
Mineral Interest #2 - Bee County, Texas JD Wright Grant — Rovalty
Mineral Interest #3 - Bee County, Texas Mary M. Wright Gr. — Rovalty
Master of the Bench, John Duhe Amencan Inn of Court
Agreement — 09/30/2006 — Partially vested in Weil, Gotshal & Manges LLP partner pension. The pension plan is not based on firm profits, and 1s not payable until age 60
Spouse's income — 2011 — Asbury United Methodist Church Preschool = Salary
Part VII Items 6-13 = This is a SEP IRA and | have identified the individual mutal funds making up the SEP IRA,
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.