Robin J. Cauthron

2017Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 99

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • VIL Explanations
  • Self-employed lawyer

As filed

Chesapeake — Sold

OneOK — Int/Div

Allegiance Credit Union Oklahoma City. OK — Interest

Legg Mason Partners: Appreciation Fund (mutual fund) — Int/Div

John Powell, Ltd. Partnership Tulsa County, OK real est — None — VIL Explanations

Winston Oil Co. 1981-1982 Lid Partnership, Marion, OH — None

Dage Oil Co, Ltd. Partnership Oklahoma City, OK — None

Mineral mterest in Woods County, OK — Rovalty

Persuasive Strategies, LLC — Interest

Denbury, Plano, TX (minerals) — Rovalty

BROKERAGE ACCOUNT #1

American Fund: American Balanced Fund C (mutual fund) — Int/Div

American Fund: Capital Income Builder Fund (mutual fund) — Int/Div

Amer. Fund: Capital World Growth & Income Fund C (mut fund) — Int/Div

Income Fund of America C (mutual fund) — Int/Div

Chesapeake Energy Corp (common stock) — Int/Div

Superior Energy Services, Inc. {common stock) — Int/Div

Janus Forty Fund — Int/Div

Mainstay Lg Cap Growth Fund — Int/Div

Blackrock Eq Dividend Fd — Int/Div

Seligman Lg Cap Value Fd — Int/Div

Alger Small Cap Growth Fd — Int/Div

TCW Small Cap Growth Fd — Int/Div

Perkins Small Cap Value — Int/Div

Royce Premier Fund — Int/Div

AIM Developing Mkts Fd — Int/Div

Lazard Emerging Markets — Int/Div

Henderson Int'l Opp Fund — Int/Div

Nuveen Trwds Int'l Val Fd — Int/Div

Thornburg Int'l Value Fd — Int/Div

Enterprize Prod. Partners — Int/Div

Nustar Energy — Int/Div

Plains All American — Int/Div

Kayne & Midstream Energy Fund — Int/Div

Alerian Master Lid. Partnership — Int/Div

Clearbridge Energy — Int/Div

Clearbridge AMER. Energy MLP — Int/Div

Goldman Sachs MLP Energy — Int/Div

First Trust North American — Int/Div

Energy Transfer Equity — Int/Div

New York Life Ins. (whole life) — Interest

IRA ACCOUNT #1

Microsoft (common) — Int/Div

Google — None

Ouktree Capital — Int/Div — Buy

Ouktree Capital — Int/Div — Buy (add'l)

Ouktree Capital — Sold

Ansta Network — Int/Div — Buy

Chipotle Mexican — Int/Div — Buy

Middleby Corp — Int/Div — Buy

Under Armour — Int/Div — Buy

Align Technology — Int/Div — Buy

Atlassian Corp — Int/Div — Buy

Grupo Aeroport — Int/Div — Buy

iRobot Corp — Int/Div — Buy

Natus Medical — Int/Div — Buy

Shopify Incisin — Int/Div — Buy

Shopify Incisin — Int/Div — Buy (add'l)

Splunk, Inc — Int/Div — Buy

Central Pacific — Int/Div — Buy

Employers Hold — Int/Div — Buy

Gentex Corp — Int/Div — Buy

NIC, Inc — Int/Div — Buy

Texas Roadhouse — Int/Div — Buy

WABTEC — Int/Div — Buy

Pavcom Soft — Int/Div — Buy

Spirit Airlines — Int/Div — Buy

lonis Pharm — Int/Div — Buy

Access National — Int/Div — Buy

Dumond Hill Inv — Int/Div — Buy

Gigamon lnc — Int/Div — Buy

Grand Canyon E — Int/Div — Buy

Investors Title — Int/Div — Buy

LHC Group, Inc — Int/Div — Buy

NVS Holding Inc — Int/Div — Buy

lcomx Brand Gr — Int/Div — Buy

Tucows Inc — Int/Div — Buy

Stock Exchange Bank, Woodward, OK — Interest

BROKERAGE ACCT #2

Berkshire Hathaway A — None

Microsoft (common) — Int/Div

Walmart (common) — Int/Div

Wilhams — Int/Div

Apple — Int/Div

Amazon — None

SEP IRA ACCOUNT #2

Insured Deposit money market fund {Wells Nelson & Associates, PLLC) — Interest

ATT — Int/Div

Altria Group — Int/Div

Chesapeake — Int/Div — Sold (part)

Phillip Morris — Int/Div

Nvidia Corp — Int/Div — Buy

Devon — Int/Div — Buy

BROKERAGE ACCT 23

Insured Deposit money market fund (Wells Nelson & assoc. PLLC) — Int/Div

Chevron Corp. — Int/Div

Texas Instruments — Int/Div

Altria Croup — Int/Div

AT&T — Int/Div

Spouse's income — 2017 — Self-employed lawyer

PART I. Positions

Line | - Term expired in 2017,

Line 2 - All assets of trust distributed to beneficiaries and trust terminated.

PART VIL Investments and Trusts

Line 3 - John Powell Limited Partnership was purchased in 1973 for $26,000.

Lines 64-86 (2016 report) - All assets of trust distributed to beneficuuries and trust terminated.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Robin J. Cauthron | Frix