Robert George Doumar

2013Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 296

    investments

  • 9

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • to Abbvie Inc Com
  • from Abbott Labs
  • from Ingersol Rand
  • oss
  • loss
  • in Mernll Lynch IRA
  • Exelon 3122012
  • Fund Signature Adv
  • Lynch IRA
  • Lynch/ pers. IRA
  • Constellation nan
  • Sale
  • w/Perion 11/09/2011
  • to Allegion PLC
  • distrib. sale loss
  • ss
  • PVR Partners 102011
  • Incredimail 117092011
  • Loss
  • Penn Va 31072011
  • at a loss
  • to Common
  • Windstream Hldgs
  • Pn unimproved land m rural areas of Va. Beach, VA
  • HEE + ited parntiershup
  • IE Subchapter S corporation (owns unimproved lots mn Chesapeake. VA)
  • I (charitable foundation which holds stock in Chevron Corp, EOG Resources)
  • I a real estate hited habihity company that owns homebuilding lots in Virginia Beach, VA, Liguidated ut a loss 6/1/13
  • CARDS WHICH ARE PAID IN FULL MONTHLY.

As filed

USTIhe — Int/Div

ABBOTT LABS (Y) — None — to Abbvie Inc Com

ABBVIE INC.COM (X) — Int/Div — from line 1) — from Abbott Labs

ABBVIE INC.COM (X) — Buy

ABBVIE INC.COM (X) — Buy (add'l)

ALLEGION PLC (X) — Int/Div — from line 102) — from Ingersol Rand

ALON USA PARTNERS LP UNITS (X) — None — Buy

ALON USA PARTNERS LP UNITS (X) — None — Buy (add'l)

ALON USA PARTNERS LP UNITS (X) — Distribution — Buy (add'l)

ALON USA PARTNERS LP UNITS (X) — None — Sold — oss

AMERICAN CAPITAL AGENCY — Int/Div — Buy

AMERICAN CAPITAL AGENCY — Int/Div — Buy (add'l)

AMERICAN CAPITAL AGENCY — None — Sold — oss

AMERITRADE — Interest

ANNALY CAPITAL MGMT — Distribution — Sold — oss

ANNALY CAPITAL MGMT — None — Buy

ANWORTH MORTGAGE ASSET — Int/Div — Sold — oss

AT&T — Int/Div

AVATAR VENTURES — Int/Div

BAIDU INC — Int/Div

BARRICK GOLD CORP — Int/Div — Sold — loss

BB&T CORP — Int/Div

BB&T CAPITAL TRUST (Y)

BANK OF AMERICA — Int/Div

BANK OF AMERICA PREFERRED — Int/Div — Redeemed

BBVA BANCO FRANCES — Int/Div — Sold — oss

BLACK ROCK LARGE CAP EQUITY — Int/Div — Sold (part) — in Mernll Lynch IRA

BLACK ROCK NAT.BASIC EQUITY — Int/Div — Sold (part) — in Mernll Lynch IRA

BLACK ROCK PACIFIC NAT. ETC — Int/Div — in Mernll Lynch IRA

BOEING COMPANY (X) — Int/Div — Buy

BOEING COMPANY (X) — Int/Div — Buy (add'l)

CALUMET SPEC — Distribution — Buy (add'l)

CALUMET SPEC — Distribution — Buy (add'l)

CALUMET SPEC — Distribution — Buy (add'l)

CAMPOSTELLA SELF-STORAGE — istmbution

CAPITAL ONE FINANCIAL — Int/Div

CELLCOM ISRAEL. LTD. — Int/Div

CENTURY LINK — Int/Div

CHENIERE ENERGY. INC. (X) — Int/Div — Buy

CHENIERE ENERGY. INC. (X) — Buy (add'l)

CHENIERE ENERGY. INC. (X) — Buy (add'l)

CHESAPEAKE ENERGY — Int/Div

CHIMERA INVESTMENT — Distribution

CHINA MOBILE — Int/Div

CISCO SYSTEMS — Int/Div

CITIGROUP PREFERRED (Y)

CITIGROUP COMMON STOCK — Int/Div

CLIFFS NATURAL RESOURCES — Int/Div — Sold — oss

CONOCO-PHILLIPS — Int/Div

CONSTELLATION ENERGY GROUP now Exelon Corp. (Y) — with line 79) — Exelon 3122012

CORNERSTONE PROGRESSIVE — Int/Div — Buy

CORNING — Int/Div

SX CORP. — Int/Div

CVR REFINING LP COM UNIT (X) — None — Buy

CVR REFINING LP COM UNIT (X) — istmbution — Buy (add'l)

CVR REFINING LP COM UNIT (X) — Distribution — Buy (add'l)

CVR REFINING LP COM UNIT (X) — Sold — oss

DELUXE CORP — Int/Div — Buy (add'l)

DELUXE CORP — Buy (add'l)

DEVON ENERGY — Int/Div

DIEBOLD — Int/Div

I — Interest

DOLLAR TREE STORES (Y)

DOW CHEMICAL — Int/Div

DUPONT — Int/Div

EATON VANCE FLOATING CLASS C (XxX) — Int/Div — Fund Signature Adv

ECOLAB — Int/Div — Lynch IRA

EL PASO(Y)

EL PASO(Y) — Distribution — Sold (part)

EL PASO(Y) — Sold (part)

EL PASO(Y) — Sold (part)

EMERSON ELECTRIC — Int/Div — Lynch/ pers. IRA

ENVEST. I — None

FOG RESOURCES. INC — Int/Div

EXELIS. INC — Int/Div — Sold — oss

XYLEM, INC — None — Sold — oss

EXELON CORP, formerly Constellation Energy Group — Int/Div — Constellation nan

EXXON MOBIL — Int/Div

EWZ-1 SHARES BRAZIL — Int/Div

ENTERPRISE PRODUCTS — Distribution

FAIRFIELD ASSOCIATES — Distribution

mm LAWRENCEVILLE, VA ] — Ret — Sold (part) — Sale

FIRST ABERDEEN AUSTRALIA FUND — Int/Div

GABELLI TRUST — Int/Div — Buy (add'l)

GABELLI TRUST — Buy (add'l)

GOLDMAN SACHS — Int/Div

GOOGLE — Int/Div

GREAT NORTHERN IRON ORE Northeastern MN — Rent — Buy (add'l)

GREAT NORTHERN IRON ORE Northeastern MN — Sold

GREATER CHINA FUND — Int/Div

GRUPO TELEVISA — Int/Div

HAWAIIAN HOLDINGS. INC — Int/Div

HERBAL LIFE — Int/Div

HEWLETT PACKARD (X) — None — Buy

HOLLYFRONTIER CORP. COM. (X) — Int/Div — Buy

HOST HOTELS & RESORTS — Int/Div

EC ELECTRICS CORP — Int/Div — Sold — loss

INCREDIMAIL (Now Peron Network) (X) — Closed — w/Perion 11/09/2011

INGERSOLL RAND — Int/Div — Closed — to Allegion PLC

INTEL CORP — Int/Div — Sold (part)

INVESCO — Int/Div — Buy (add'l)

INVESCO — Buy (add'l)

INVESCO. MORTG. CAPITAL — Int/Div — Buy (add'l)

INVESCO. MORTG. CAPITAL — Sold (part) — loss

INVESCO. MORTG. CAPITAL — Buy (add'l)

ITT CORPORATION (Y)

ITT INDUSTRIES (Y)

Hil. — None

KEYCORP CAPX (Y)

KINDER MORGAN ENERGY PRTNR — Distribution

KINDER MORGAN. INC — Int/Div

KKR FINANCIAL — Distribution — Buy (add'l)

LADENBURG THALMAN PFD (X) — Int/Div — Buy

117. — Distribution

LE GAGA (Y)

LIHUA INTERNATIONAL INC.(X) — Int/Div

LUK OIL — Int/Div

MAINSTREET CAPITAL — Int/Div — Buy

McMINN PLAZA — None — Closed — distrib. sale loss

MERCK — Int/Div

MICROSOFT — Int/Div

MINDCTILTD. — Int/Div

MFS TOTAL RETURN FUND — Int/Div

MORGAN STANLEY (X) — Int/Div — Buy

MOTOROLA MOBILITY (Y)

MOTOROLA SOLUTIONS — Int/Div — Buy

NAVIOS MARITIME PTNRS — Int/Div — Sold — oss

NAVIOS MARITIME PTNRS — None — Buy

NISKA PTRNERS — Int/Div

NVIDIA CORP — Int/Div

NORFOLK SOUTHERN — Int/Div

OASIS PETROLEUM (X) — Int/Div — Buy

OIBRC, Now OISA (Y)

OIBR. Now OISA B(Y)

OISA — Int/Div — Sold — ss

OISAB — Int/Div

ONEOK PARTNERS — Distribution

ON SEMICONDUCTOR (Y)

PATRICK INDUSTRIES (X) — Int/Div — Buy

PENN VA. RESOURCE (now PVR PARTNERS) (Y) — PVR Partners 102011

PERION NETWORK (formerly Incredimail) — Int/Div — with line 100) — Incredimail 117092011

PETRO LE BARASILIEROSA — None — Sold — oss

PHILLIPS 66 — Int/Div

PINELAND STATION — Distribution

PITNEY BOWES. INC. (X) — Int/Div — Buy

PITNEY BOWES. INC. (X) — Buy (add'l)

PITNEY BOWES. INC. (X) — Buy (add'l)

PLAINS ALL AMERICAN PIPELINE — Distribution

PLYGEM HLDGS INC. (X) — Int/Div — Buy

PROSHARES TRUST — None — Sold — Loss

PVR PARTNERS (X) — Distribution — with line 143) — Penn Va 31072011

RAPPAHANNOCK VA. REG. JAIL (X) AUTH. — Int/Div — Buy

RAYONIER — Int/Div

I Pasquotank Co., NC — Rent

RESERVE PETROLEUM — Int/Div

ROCHE HOLDINGS CORP — Int/Div

ROYAL DUTCH PETROLELM — Int/Div

SANDRIDGE MISSISSIPPIAN TR. (X) — Distribution — Buy

SANDRIDGE MISSISSIPPIAN TR. (X) — Distribution — Buy (add'l)

SANOFI — Int/Div

SARATOGA INVESTMENT CORP. (X) — None — Buy

SARATOGA INVESTMENT CORP. (X) — None — Buy (add'l)

SARATOGA INVESTMENT CORP. (X) — Int/Div — Buy (add'l)

SASOL LTD. — Int/Div — Buy (add'l)

SASOL LTD. — Int/Div — Buy (add'l)

SASOL LTD. — Distribution — Closed — at a loss

STARWOOD HOTELS — Int/Div

SUBLRBAN PROPANE PARTNERS — Distribution

SUNTRUST CHECKING — Interest

SUNTRUST — Int/Div

SUNTRUST SECURITIES — Interest

TAIWAN SEMICONDLCTOR — Int/Div

TANDY LEATHER FACTORY — Int/Div

TEXTRON(Y)

TOWNEBANK — Int/Div — Buy

TOWNEBANK CONVERTIBLE 8% preferred stock — Interest — with line 180) — to Common

TRANSPORTADORA — Int/Div — Buy

TRANS OCEAN — Int/Div

UBS Fmancial - money market — Interest

ISS. — None

WELLS FARGO — Int/Div

WESTERN ASSET MGMT. CORP — Int/Div — Buy (add'l)

WHEELER REAL ESTATE INVESTMENT TRUST. INC. (XO) — Distribution

WHITING US. TRUST — None — Sold — loss

WINDSTREAM CORP — Int/Div — Closed — Windstream Hldgs

WINDSTREAM HLDGS INC. formerly Windstream Corp, (X) — Int/Div — with line 190)

WORLD ACCEPTANCE GRP (Y)

WRZD — Distribution — Sold (part)

SPOUSE'S ASSETS LISTED BELOW ARE TO BE REDACTED FROM

TO HER CLAIMED CONSTITUTIONAL RIGHT OF PRIVACY:

Air Products Chem. — Int/Div — Sold

Alexandna. Va. Const. Pub — Interest

Altria Group — Int/Div

Amazon — Int/Div

American Electric Power (Y)

Amencan Waterworks Co — Int/Div

Anadarko Pete Corp. (X) — Int/Div

Apache — Int/Div — Sold — loss

Apple Inc. (X) — Int/Div

AT&T — Int/Div

Automatic Data Processing — Int/Div

BB&T — Int/Div

BB&T - checking/money market — Interest

Baidu — None

Baxter Intern — Int/Div

Black Rock Va. Muni. Tr — Int/Div

Boeing — Int/Div

Bristol Myers Squibb (Y)

CBS Corp. — Int/Div

CMA Tax Exempts Bonds — Interest

Cabot Oil & Gas (Y)

Celegene Corp. — None

CenturyLink Inc. (X) — Int/Div — Buy

CenturyLink Inc. (X) — Sold — oss

China Growth Fund — Distribution

Cnook, Lid — Int/Div

Chevron — Int/Div

Coca-Cola — Int/Div

Comcast — Int/Div — Sold

Com. Bankers Trust, formerly Essex Bank — None

Costco Wholesale — Int/Div

CVS Caremark Corp. — Int/Div

Morgan-Stanley Dean Witter Trust Premium Income Trust (S) — Int/Div

Morgan-Stanley Dean Witter Tax Exempt See D — Interest

Dentsply Int — Int/Div

Diageo PLC — Int/Div — Sold (part)

Diversified Investment Group (Investment Club) CLOSED (Y)

Eaton Vance Grr Ch.Gwth — Int/Div

Eli Lilly (X) — Int/Div — Buy

Eli Lilly (X) — Sold — ss

Emerson Electric — Int/Div

Endo Pharma. Holdings — Int/Div

Exxon Mobil — Int/Div

Fairmont Comm... now Fairpoint Comm — Int/Div

Ford Motor Co. — Int/Div

General Mills — Int/Div

Genuine Parts Co. (Y)

Goldman Sachs — Int/Div

Guardian Life Insurance Co — Interest

Hewlett Packard (Y)

Home Depot — Int/Div

IBM (Y)

Minos Tool Works. Inc — Int/Div

Intel Corp. — Int/Div

Intercapital Insd Mun. Income — Interest

Intercapital Insd Mun. Trust — Interest

Intercapital Quality Muni TR — Interest

Invesco Municipal Opp. Trust — Int/Div

Johnson & Johnson — Int/Div

Kellogg — Int/Div

Life Pars Holding — Int/Div

Marathon Oil Corp. — Int/Div

McDonalds — Int/Div — Sold (part)

Memill Lynch Basic Value Fund — Int/Div

ML Lee Acquisition Fund 89 — Interest

ML Venture Partners (LPS?) — Distribution

Medronic (Y)

Merck and Co. Inc. Shs — Int/Div

Microsoft — Int/Div — Sold

Monsanto Co. New Del Com — Int/Div

Mosaic Co. — Int/Div

Norfolk Southem — Int/Div

Northeast Utilities Com — Int/Div

Nuvasive. Inc — Int/Div

Orucle — Distribution

Patterson — Int/Div

Petrelo(Y)

Phzer — Int/Div

Phillip Morris — Int/Div

Proctor & Gamble — Int/Div

Schlumberger — Int/Div

Stercycle — Int/Div

Tesco — Int/Div

IM Company (X) — Int/Div

TowneBank Checking & Savings — Interest

United Techs Corp — Int/Div — Sold

VA State PBA Pub. — Interest

VA CLG Bldg. Va — Interest

VA State Res. Auth — Interest — Sold

VF Corp. — Int/Div

Verizon Comm — Int/Div

Vodafone — Int/Div

Walgreen Co — Int/Div

Westar Energy Inc — Int/Div — Sold — loss

Whole Foods — Int/Div

Wisconsin Energy Corp. (Y)

Wynn Resorts (Y)

Xcel Energy — istnibution

Yandex — Int/Div

SPOUSE'S INVESTMENT CLUB - Closed yY)

MEMBER, Pn unimproved land m rural areas of Va. Beach, VA

MEMBER, HEE + ited parntiershup

STOCKHOLDER, IE Subchapter S corporation (owns unimproved lots mn Chesapeake. VA)

CO-MANAGER, I (charitable foundation which holds stock in Chevron Corp, EOG Resources)

MEMBER (Y), I a real estate hited habihity company that owns homebuilding lots in Virginia Beach, VA, Liguidated ut a loss 6/1/13

MEMBER

MEMBER (X)

MEMBER

MEMBER (X)

Liability — CARDS WHICH ARE PAID IN FULL MONTHLY.

PART VII - INVESTMENTS

I

|

0 o'd on 32112013 and is now closed.

2. I owns parcels of land in Chesapeake, VA.

3. I limited liability company that owns apartment building in Norfolk, VA,

4. IE - unimproved land m Va. Beach, VA.

5. I ovis real estate, mostly hols, in various states.

6. | I - is x spinoff from IEEE

7. I owned home building lots in Virginia Beach, VA. Liguidated at a loss on 6/1/2013.

8. I is owed money from JI which now owns tract of land located on border of Chesapeake and Va. Beach, VA, received from JIN

=

9. Line 68. Eaton Vance Floating Class C, SN handled by SunTrust Advantage, S—

10. Line 84. JN is located in Lawrenceville, Virginia, and was incorrectly listed in Emporia, Virginia.

11. Insofar as JIN listings are concerned, JIN of independent means and the listings contained herem with regard JI are those to which |

may have personal knowledge from income tax returns and prior reports to you. | am not privy to any other information concerning

were not derived from or through me and are being reported since they may be known to me due tf income tax retums and are released only because of the

regulations placed upon me. I do not derive any benefit JIN in any way. It is done without Ji consent and against Ji wishes. Jl claims

right to confidentiality by virtue of Title 2, Section 6103, among other protections.

emphatically believes

holdings reported on this form should not be

divulged for any public viewing. Jill feels thut Jl] constitutional rights have been und will be violated and that

has not been afforded a hearing with regard to

your requirement that Hi} personal and private holdings be reported. Jl states Jil has not been afforded due process. Any information you feel is lacking or is in

need of explanation should be directed till as 1 have disclosed that which I may have leamed from past tax information and some of which may be overreported

out of an abundance of caution,

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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