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.