Roger B Cosbey
2013Annual
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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.