Cary Douglas Pugh
2017Annual
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Pull out the substance of this filing.
What was filed
34
investments
2
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
0
spouse income
Named parties
- POA #
- POA 42
- Temple University School of Law
- TEI Education Fund
- American Bar Association Section on Taxation
- American Bar Association ) Section on Taxation
As filed
Suntrust Bank accounts — Interest
Vanguard Retirement 2030 — Int/Div
Vanguard Institutional Index — Int/Div
American Funds EuroPacific Growth — Int/Div
IRA #)
T Rowe Price Retirement 2030 — Int/Div
IRA #2
Clearbridge Value Trust — Int/Div
Miller Opportunity Trust — Int/Div
IRA #3
Integrity Growth & Income Fund — Int/Div
Oppenheimer Equity Fund — Int/Div
Vanguard 500 Index Fund — Int/Div
Powershares QQQ Trust — Int/Div
Project Capital 2006 LLC — Int/Div — Sold (part)
Project Capital 2006 LLC — Sold (part)
Project Capital 2008 LLC — Int/Div — Sold (part)
Project Capital 2008 LLC — Sold (part)
Brokerage account #1
Amencan National Bankshares common — Int/Div — Donated
Berkshire Hathaway B — None
Coca-Cola common — Int/Div — Buy (add'l)
Gap common — Int/Div — Donated
GE common — Int/Div
Intel common — Int/Div
Microsoft common — Int/Div
Bank of the James common — Int/Div
Walt-Disney common — Int/Div — Buy (add'l)
TD Ameritrade FDIC MM — Interest
T Rowe Price Equity Index S00 — Int/Div
T Rowe Price Retirement 20M) — Int/Div
T Rowe Price Virginia Tax Free Bond — Int/Div
Farmers Bank of Appomattox common — Int/Div
MassMutual Whole Life — Interest
Attormmey-in-fact, POA #
Atormeyv-m-fact, POA 42
Reimbursement — Temple University School of Law — 02.27.2017 — Philadephia, PA — Speaking at Law Schoool — transportabon, food
Reimbursement — TEI Education Fund — 04/30/2017-05/02/201° — Secartle, WA — Speaking at tax conference — transportanon, lodging, food
Reimbursement — American Bar Association Section on Taxation — 05/112017-058/13/201° — Washington, DC — Participating in tax conference — food
Reimbursement — American Bar Association ) Section on Taxation — 12072001 7-12209/201° — Las Vegas, NE — Speaking at tux conference — trunsportation, lodging, food
Investments listed on lines 16 and 17 of Part VII also produce other passive income reported on return because of partnership form and make annual cash
distributions (which do not constitute sales or redemptions of any of the interests held).
Investments listed on lines 28 and 29 of Part VII appeared on lines 32 and 34 of Part VII of report for 2016 calendar year filed in April 2017 ("2016 Report”), and
were transfered to Brokerage account #1 in April 2017.
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.