Robyn L. Moberly

2017Annual

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Pull out the substance of this filing.

What was filed

  • 73

    investments

  • 2

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Indiana University McKinney School of Law Alumm Association
  • Indianapolis Bar Association
  • Pacers
  • Induna State Judicury Vested Pension
  • Whitham Hebenstreit and Zubek., attorneys at law

As filed

AT&T stock — Int/Div

American Electric Power — Int/Div

Wells Fargo & Co — Int/Div — Sold (part)

Wells Fargo & Co — Sold

Verizon — Int/Div — Sold (part)

Moberly Investments LLC — Rovalty

Coca Cola Co. — Int/Div — Buy (add'l)

Eh Lilly Co. — Int/Div

IBM — Int/Div

Kimberly Clark — Int/Div

Merck — Int/Div

Chevron — Int/Div

Exxon Mobil — Int/Div — Sold (part)

Exxon Mobil — Int/Div — Sold

Public Storage (REIT) — Distribution

Value Line Larger Compames Fund — Int/Div

Memill Lynch Bank Deposit — Int/Div

DTE Energy Corp. — Int/Div — Sold

Southern Company — Int/Div — Sold

Cert of Deposit American Express Bank Salt Lake City UT municipal bond — Interest

Bank of America Corp — Int/Div — Sold

Cisco Systems Inc — Int/Div

Citigroup, Inc — Int/Div — Sold

CNO Fimancial Group, Inc — Int/Div — Sold

Southwest Airlmes — Int/Div

Travelers Co. — Int/Div — Sold

Vodafone Group PLC — Int/Div — Sold

AllianceBerustein Global Thematic Growth Fund — Int/Div

Nuveen Investment Quality Municipal Fund — Int/Div

Express Scripts Holding Co — Int/Div

JP Morgan Chase & Co. — Int/Div — Sold (part)

JP Morgan Chase & Co. — Sold

American Growth Fund — Int/Div

Amencan Capital — Int/Div

American Capital World Growth & Income — Int/Div

Clearbridge Aggressive Growth — Int/Div

CD- Synchrony BK FKA GE — Int/Div

CD-Synchrony BK FKA GE — Interest — Matured

American Airlines Group — Int/Div — Sold

General Motors Common shares — Int/Div — Sold

Oppenheimer Funds- Rising Dividend Fund A — Int/Div

Oppenheimer Funds- Equity Fund A — Int/Div

Oppenheimer Funds- Capital Appreciation Fund A — Int/Div

Oppenheimer Funds-Intermational Growth Fund A — Int/Div

Apple, Inc — Int/Div

Regions Banks Checking and savings — Interest

BMO Hams Bank (Y)

Alphabet Inc — None

Cert Deposit Citi Bank — Interest

Cert Deposit American Express (Y)

Blackrock Large Cap Value Retirement K Y)

PIMCO Total Return Inst’ (Y)

Automatic Data Processing — Int/Div — Buy

Emerson Electric — Int/Div — Buy

Honeywell — Int/Div — Buy

Johnson & Johnson — Int/Div — Buy

Microsoft — Int/Div — Buy

Proctor & Gamble — Int/Div — Buy

Qualcomm Inc — Int/Div — Buy

Raytheon — Int/Div — Buy

Target Corp — Int/Div — Buy

Texas Instruments — Int/Div — Buy

Union Pacific — Int/Div — Buy

United Technologies — Int/Div — Buy

Walmart Stores. Inc — Int/Div — Buy

IM Company — Int/Div — Buy

American FdAmCap Fund — Int/Div — Buy

Diamond Hill Small Cap — Int/Div — Buy

Dodge & Cox Stock Fund — Int/Div — Buy

Hartford Small Cap Growth Fund — Int/Div — Buy

Primecap Odyssey Growth Fund — Int/Div — Buy

T Rowe Price MidCap Growth Fund — Int/Div — Buy

T Rowe Price Mid Cap Value Fund — Int/Div — Buy

Board Member, Indiana University McKinney School of Law Alumm Association

Board Member, Indianapolis Bar Association

Gift — Pacers — Disney on Ice Tickets (4) — $400.00

Income — 27 — Induna State Judicury Vested Pension — S74.063.00

Spouse's income — 2017 — Whitham Hebenstreit and Zubek., attorneys at law

Part VII, Tine 50, is a duplicate of line 20. 1 have always only owned | American Express CD, not 2,

Part VII, line 51 and 52 (PIMCO and Blackrock) were held in my Indiana state judicial retirement account. They have been rolled over to my federal TSP and do

not need to be listed here.

Part VII: Any stock sales where | have not noted a gain were sold at a loss.

Part VII, line 48: Alphabet does not ever pay dividends, This entry is not an error,

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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