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.