James Leon Holmes
2018Annual
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What was filed
25
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- CenterPomnt Cemetery Perpetual Care and Maintenance Corporation
As filed
NORTHWESTERN MUTUAL WHOLE LIFE — Int/Div
TIAA<CREF FIXED ANNUITY — Interest
TIAA-CREF VARIABLE ANNUITY (H)
CREFSTOCK RI — None
ARVEST BANK — Interest
IRA #1 (H)
TIMOTHY PLAN LRGMID CAPCL A — Int/Div
TEMPLETON GLOBAL BOND CLASS A — Int/Div
FRANKLINUSGOVTCLA — Int/Div
TIMOTHY PLAN FIXED INCOME CL A — Int/Div
FRANKLIN UTILITIES CLASS A — Int/Div
FRANKLIN GOLD AND PRECIOUS METALS CL A — None
SPDR GOLD TR GOLD SHS — None
FIDELITY TREASURY MMKT CAPITAL RESRVS — Int/Div
BROKERAGE ACCOUNT #2 (H)
FRANKLIN UTILITIES CLASS A — Int/Div
EXXON MOBIL CORP — Int/Div
FRANKLIN HIGH YIELD TAX FREE INCOME A — Interest
TIMOTHY PLAN LARGE/MID CAP GROWTHCL A — Int/Div
TIMOTHY PLAN LRG/MID CAP VALUECLA A — Int/Div
FRANKLIN GOLD AND PRECIOUS METALSCL A — None
TIMOTHY PLAN FIXED INCOME CL A — Int/Div
FRANKLINUSGOVTCLA — Int/Div
TIMOTHY PLAN DEFENSIVE STRAT CLA — Int/Div
Director, CenterPomnt Cemetery Perpetual Care and Maintenance Corporation
PART VIL INVESTMENTS AND TRUSTS, LINES 2, 3 AND 4 - THE TIAA-CREF ACCOUNT CONTAINS A FIXED ANNUITY (REPORTED ON LINE 2),
AND A VARIABLE ANNUITY WITH ONLY ONE EQUITY INVESTMENT (CREF STOCK R1) IN THE VARIABLE ANNUITY (REPORTED ON LINES 3
AND 4),
PART VIL INVESTMENTS AND TRUSTS, LINE 5 - ACCOUNT HAD FALLEN BELOW THE REPORTING THRESHOLD FOR 2017 BUT HAS NOW
ARISEN ABOVE THE REPORTING THRESHOLD FOR 2018.
PART VII, INVESTMENTS AND TRUSTS, LINE 6 - THIS IS A HEADING, THE UNDERLYING ASSETS ARE REPORTED SEPARATELY ON LINES
7 THROUGH 14, INCLUDING THE INCOME, YEAR-END VALUES AND TRANSACTIONS. LINE 14 IS THE MONEY MARKET ACCOUNT WHERE
CASH IS HELD.
PART VIL INVESTMENTS AND TRUSTS, LINE 15 - THIS IS A HEADING. THE UNDERLYING ASSETS ARE REPORTED SEPARATELY ON LINES
16 THROUGH 24, INCLUDING THE INCOME, YEAR-END VALUES AND TRANSACTIONS,
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.