Roger B Cosbey

2013Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 51

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Friends of the Lincoln Collection of Induna, Inc
  • Judge's Retirement System, Indiana Public Employee Retirement Fund State Court Judge's Pension
  • Indiana State Teachers’ Retirement Fund - pin Pension

As filed

IRA #21 (lines 2-4 below) — Int/Div

Fidelity Contra Fund

Fidelity Growth Fund

Fidelity Freedom 2020 Fund

IRA £2 (lines 6-8 below) — Int/Div

Fidelity Contra Fund

Fidelity Int'l Discovery

Fidelity Value

Fifth Third Bank — Interest

Brokerage Account #1 (lines 11-51 below)

Apple Inc Common Stock — Int/Div

BP Common Stock — Int/Div

CSCO Common Stock — Int/Div

Citigroup Common Stock — Int/Div — Sold

EXC Common Stock — Int/Div

XOM Common Stock — Int/Div

NEE Common Stock (Formerly known as FPL) — Int/Div

GE Common Stock — Int/Div — Sold

VOD Common Stock (X) — Int/Div — Buy (add'l)

HON Common Stock — Int/Div

MSFT Common Stock — Int/Div — Sold

NWS Common Stock — Int/Div — Sold

PG Common Stock — Int/Div

RCL Common Stock — Int/Div — Sold

ABT Common Stock — Int/Div — Sold

BAX Common Stock — Int/Div

PFE Common Stock — Int/Div

ElementsRograGtr — None — Sold

American Funds Cap. World Growth Income Fund — Int/Div

Columbia Tax Exempt Fund — Int/Div

Eaton Vance Muns. Tr. Nat. Muns. Fd — Int/Div

Amencan Euro Pacific Growth Fund — Int/Div

Franklin High Yeld Tax Free Inc. Fund — Int/Div

Franklin FL Tax Freelncome Fund — Int/Div

MFS FLA Mun. Bond Fund — Int/Div

Amencan Funds New World Fund — Int/Div

American Washington Mut. Investors Fund — Int/Div — Sold

ING Group NV Preferred Stock — Int/Div

Induna Health EDL Financing Auth Bond — Interest

Nuveen High Yield Mum Bond Fund — Interest

Oppenheimer AMT Free Muni. Fund — Interest — Sold

Indiana State Fin Auth. Revenue Bond — Interest

Nuveen New York Div. Adv. Munic Bond — Int/Div

Lord Abbett Short Dur. Tax Free Fund — Interest

Lord Abbett Intermed. Tax Free Fund — Interest

Nuveen MD Prem Income Muni Fund — Int/Div

ABBV Common Stock (spmoff of ABT) — Int/Div

Fox Common Stock (partial exchange NWS Common Stock) — Int/Div — Sold

FIA Card Svs - Money Market — Interest

Bank of America - Money Market #1 — Interest

Bank of America - Money Market #2 — Interest

President and Director, Friends of the Lincoln Collection of Induna, Inc

Income — 2013 — Judge's Retirement System, Indiana Public Employee Retirement Fund State Court Judge's Pension — S30.8%0.00

Spouse's income — 2013 — Indiana State Teachers’ Retirement Fund - pin Pension

Sec. VII, Line 1. This IRA consists of three funds: Fidelity Contra; Fidelity Growth; and Fidelity Freedom 2020 Fund. The 2012 report inadvertently failed to

include the (-) to reflect this fact,

See. VII, Line 5. This IRA consists of three funds: Fidelity Contra Fund; Fidelity International Discovery; and Fidelity Value. The 2012 report inadvertently

failed to include the {-) to reflect this fact.

Sec. VII, Line 49. This money market account appears in the 2012 report at Sec. VII, Line 13. The 2012 report is hereby amended to show that the account should

have been depicted as a part of Brokerage Account #1, Section VII, Line 18 (2012 report). In addition, the 2012 report is amended to note that this account should

have showed 4 "M™ value code and an "A" income code. The account is now correctly shown as part of Brokerage Account #1, Section VII, Line 10,

Sec. VII, Line 50. This money market account appears in the 2012 report at Sec. VII, Line 14. The 2012 report is hereby amended to show that the account should

have been depicted as a part of Brokerage Account #1, Sec. VII, Line 18 (2012 report). In addition, the 2012 report is amended to note that this account should

have showed a "K* value code and an "A" income code. The account is now correctly shown as part of Brokerage Account #1, Sec, VII, Line 10.

Sec. VII, Line 51. This money market account was inadvertly omitted from the 2012 report and should have been shown as part of Brokerage Account #1, Sec.

VIL Line 18, and the 2012 report is amended accordingly. The 2012 report is further amended to note that this account should have showed a "L" value code and

an "A" income code. The account was acquired on 8/29/2012 by the transfer of funds from the FIA Card Services money market. The account is correctly shown

as part of Brokerage Account #1, See, VII, Line 10.

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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