Cary Douglas Pugh
2016Annual
Ask Donna
Pull out the substance of this filing.
What was filed
34
investments
2
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
0
spouse income
Named parties
- POA #
- POA 42
- American Bar Association Section of Taxation
- University of lowa College of Law
As filed
Suntrust Bank accounts — Interest
Vanguard Retirement 2030 — Int/Div
Vanguard Institutional Index — Int/Div
American Funds EuroPacific Growth — Int/Div
IRA #)
T Rowe Price Retirement 2030 — Int/Div
IRA #2
Clearbridge Value Trust — Int/Div
Miller Opportunity Trust (Prev. Legg Mason) — Int/Div
IRA #3
Integrity Growth & Income Fund — Int/Div
Oppenheimer Equity Fund — Int/Div
Vanguard 500 Index Fund — Int/Div
Powershares QQQ Trust — Int/Div
Project Capital 2006 LLC — Int/Div — Sold (part)
Project Capital 2008 LLC — Int/Div — Sold (part)
Brokerage account #1
Amencan National Bankshares common — Int/Div
Berkshire Hathaway B — None — Buy (add'l)
Coca-Cola common — Int/Div
Gap common — Int/Div
GE common — Int/Div
Intel common — Int/Div
Pfizer common — Int/Div — Donated
Microsoft common — Int/Div
TD Ameritrade FDIC MM — Interest
T Rowe Price Equity Index S00 — Int/Div
T Rowe Price Retirement 2030 — Int/Div
T Rowe Price Prime Reserve — Int/Div — Closed
T Rowe Price Virginia Tax Free Bond — Int/Div
Bank of the James common — Int/Div
Farmers Bank of Appomattox common — Int/Div
Walt-Disney common — Int/Div
MassMutual Whole Life — Interest
Attormmey-in-fact, POA #
Atormeyv-m-fact, POA 42
Reimbursement — American Bar Association Section of Taxation — 017272016-01/312011 — Los Angeles, Calitormia — Speaking at Mid-Year Meeting — transportation, lodging, food
Reimbursement — University of lowa College of Law — 04/28/2016-04/29/201 4 — lowa City, lowa — Speaking at tax conference — transportanon, lodging, food
Investments listed on lines 16 and 17 of Part VII also produce other passive income reported on return because of partnership form and make annual cash
distributions (which do not constitute sales or redemptions of any of the interests held).
Investment on line 19 appeared on line 37 of Part VII of report for 2015 calendar year filed in May 2016 ("2015 Report), and was transfered to Brokerage
account #1 on 07/29/2016.
Investment on line 20 now includes mvestment that appeared on line 28 of Part VIL of 2015 Report. This was a trunsfer from Brokerage account #2 to Brokerage
account #1 on 01/13/2016.
Investment on line 21 now includes investment that appeared on 36 of Part VII of 2015 Report was transfered on December 31, 2015, to Brokerage account #1.
Investment on line 22 appeared on line 24 of Part VII of 2015 Report. This was a transfer from Brokerage account #2 to Brokerage account #1 on 01/13/2016,
Investments on lines 23, 24 and 25, appeared on lines 33, 34, and 35 of Part VII of 2015 Report and were transfered on December 31, 2015, to Brokerage account
#1.
Investment on line 26 appeared on line 25 of Part VII of 2015 Report. This was a transfer from Brokerage account #2 to Brokerage account #1 on 01/13/2016,
Investment on line 27 now includes investment in account shown as closed on line 30 of this report, This was a transfer from Brokerage account #2 to Brokerage
account #1 on 01/13/2016.
As a result of the transfers above from Brokerage account #2 to Brokerage account #1 on 01/13/2016, Brokerage account #1 no longer holds investments and
therefore has been removed from the Report.
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.