T Lane Wilson
2015Annual
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Pull out the substance of this filing.
What was filed
53
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Crosstown Learning Center
- University of Tulsa - teaching
As filed
AT&T stock — Int/Div
Bank of America stock — Int/Div
Comcast Corp. stock — Int/Div
ExxonMobil stock — Int/Div
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
ExxonMobil stock — Buy (add'l)
IBM stock — Int/Div
Oracle stock — Int/Div
Okla Central Credit Union - cash — Interest
IBM large company stock index fund — None
IBM small company stock mdex fund — None
Northwestern Mut Life Ins comp/life policy + 7093 Term/Whole life — Int/Div
Northwestern Mutual Whole Life Insurance policy - 7245 — Int/Div
Northwestern Mutual Life Whole Life Insurance policy - 7169 — Int/Div
Northwestern Mutual Life Ins Whole Life policy - 7143 — Int/Div
Northwestern Mutual Life Whole Life Insurance policy cash value - 0692 — Int/Div
Northwestern Mut Life Ins Whole Life 65 life policy cash value - 0635 — Int/Div
Mutual Fund symbol CWGIX — Int/Div
Mutual Fund symbol CWGIX — Buy (add'l)
Mutual Fund symbol CWGIX — Buy (add'l)
Mutual Fund symbol ANCFX — Int/Div
Mutual Fund symbol ANCFX — Sold (part)
American Mutual Fund <- AGTHX — Int/Div
American Mutual Fund <- AGTHX — Buy (add'l)
American Mutual Fund <- AGTHX — Sold (part)
American Mutual Fund <- AGTHX — Buy (add'l)
American Mutual Fund <- AGTHX — Sold (part)
Mutual Fund symbol AMRMX — Int/Div
Mutual Fund symbol AMRMX — Buy (add'l)
Mutual Fund symbol AMRMX — Buy (add'l)
Mutual Fund symbol AMRMX — Sold (part)
Mutual Fund symbol AMRMX — Sold (part)
American Fund - SMALLCAP World Fund-A - SMCWX — Int/Div
American Fund - SMALLCAP World Fund-A - SMCWX — Buy (add'l)
American Fund - SMALLCAP World Fund-A - SMCWX — Buy (add'l)
American Fund - SMALLCAP World Fund-A - SMCWX — Buy (add'l)
American Fund - New Perspective Fund- ANWPX — Int/Div
American Fund - New Perspective Fund- ANWPX — Buy (add'l)
American Fund - New Perspective Fund- ANWPX — Sold (part)
Amencan Funds - AMECX — Int/Div
Amencan Funds - AMECX — Buy
Putnam - PINOX — Int/Div
Putmam - PINOX — Int/Div
Advisory Board Member, Crosstown Learning Center
Spouse's income — 2015 — University of Tulsa - teaching
In response to the Committee's October 4, 2016 letter, | have modified line 51. In my orginal report, | had indicated an additional purchase of American Funds
« AMECX. This designation was incorrect. The transaction was an original purchase. The modification reflects that fact. In response to the Committee's letter,
1 have NOT modified lines 33-37, which provide information on American Mutual Fund - AGTHX. This information is accurate, However, the Committee
correctly identified that 1 did not report ownership of AGTHX in the prior year (2014 activity, 2015 report). The failure to do so was an error. My 2014 report
(2013 activity) includes ownership of AGTHX as does cach of my prior reports. As | indicated in my amended report lust year, when 1 realized that reinvested
dividends were not a reportable event, | deleted a large number of entries in preparing my 2014 report (2013 activity), m doing so | inadvertently deleted
investments, The Committee noted two of these investments last year, resulting in my July 27, 2015 amended report. There was one more deletion, AGTHX.
AGTHX should have been included on my 2015 report (2014 activity) as an investment. | have emailed the Committee, asking whether or not | need to submit an
additional admendment to my 2015 report (2014 uctivity) as a result. 1 believe my 2016 report is now accurate and explains the additional error in my 2015 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.