Robert George Doumar
2013Annual
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Pull out the substance of this filing.
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.