E. Grady Jolly

2015Annual

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Pull out the substance of this filing.

What was filed

  • 35

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • FOOTNOTE 2
  • FOOTNOTE 3
  • FOOTNOTE 4
  • FOOTNOTES
  • FOOTNOTE

As filed

Bancorpsouth Money Market Acc't IRA — Interest — with line 26)

Snopes Corp. Common Stock — Int/Div — Closed

Gold Bullion 23 oz — None

Silver Bullion £50 oz. — None

Fred's Inc. Common Stock — Int/Div

Trustmark Bank Acct — Interest

Trustmark Bank Acc't — Interest

Trustmark Bank Acct — None

Trustmark Bank Acct — Interest

Trustmark Bank Acct — Interest

H)' BROKERAGE ACCOUNT #1

Keely Sm Cap Val Fd — Int/Div

US Gov't Money Mkt Fd RBC Reserve Class — Int/Div — FOOTNOTE 2

Berkshire Hathaway C1 B — None

JPMorgan Tr II L Cap Gr Fd Cl A — Int/Div

Pamassus Core Equity Fd — Int/Div — FOOTNOTE 3

SPDRS&PSOOETF Tr — Int/Div

SPDR S & P Dividend ETF — Int/Div — FOOTNOTE 4

Proshares S&P S00 Div Aristocrats ETF — Int/Div

SPDR Dow Jones Ind Avg ETF Tr Unit Ser 1 — Int/Div

Wisdom Tr Europe Hedged Equity Fund — Int/Div — Buy

HY IRA ACCOUNT #1

Columbia Acorn Fd - IRA — None — Sold

First Eagle Global Fd - IRA — Int/Div

Alger Spectra Fd - IRA — Int/Div

US Gov't Money Market Fund RBC Reserve Class-IRA — Interest — FOOTNOTES

JP Morgan Tr Value Advantage Fd-IRA — Int/Div

Ishares Select Dividend ETF-IRA — Int/Div

SPDR Ser Tr S&P Div ETF-IRA — Int/Div

Berkshire Hathway Cl B-IRA — None

Parnassus Core Equity Fd-IRA — Int/Div — FOOTNOTE

SPDR S&P SOO ETF Tr-IRA — Int/Div

Proshares S&P S00 Aristocrats ETF-IRA — Int/Div — Buy

Ishares S&P Mid Cap 400 Growth ETF-IRA — Int/Div — Buy

Wisdomtree Tr Europe Hedged Equity Fd IRA — Int/Div — Buy

FOOTNOTE 1:PARNASSUS INC TR EQ INC NAME CHANGED TO PARNASSUS CORE EQUITY FUND.

FOOTNOTE 2: J P MORGAN TR II US GOVT MONEY MKT FD WAS CHANGED TO US GOV'T MONEY MARKET FUND RBC RESERVE CLASS ON

5/19/14 WHEN THE BROKER CHANGED TRANSFER AGENTS. THIS CHANGE WAS NOT NOTED ON THE 2014 REPORT. REQUEST THAT YOU

ACCEPT THIS CHANGE AS AN AMENDMENT TO BOTH THE 2015 AND 2014 REPORTS.

FOOTNOTE 3: PARNASSUS INC TR EQ INC PORTFOLIO NAME CHANGED TO PARNASSUS CORE EQUITY FUND

FOOTNOTE 4: SPDR SER TR S&P DIVIDEND ETF NAME CHANGED TO SPDR S&P DIVIDEND ETF

FOOTNOTE 5: J P MORGAN MONEY MKT-IRA NAME CHANGED TO US GOV'T MONEY MARKET FUND RBC RESERVE CLASS ON 5/19/14 WHEN

THE BROKER CHANGED TRANSFER AGENTS. THIS CHANGE WAS NOT NOTED ON THE 2014 REPORT. REQUEST THAT YOU ACCEPT THIS

CHANGE AS AN AMENDMENT TO BOTH THE 2015 AND THE 2014 REPORTS.

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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E. Grady Jolly | Frix