Terry I Adelman

2012Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 56

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • to 12/31/12-- 1 ) Salary Private Law Practice
  • to 12/31/12-- Jf) State of Missouri Pension

As filed

Wl Amazon Com lnc Com — None

Apple — Int/Div

Inc — Int/Div

ll Berkshire Hathaway B — None

i) Comcast — Int/Div

Conoco Phillips — Int/Div

Iba — None

Hl Exxon Mobil Corp — Int/Div

Wl Facebook — None — Buy

Frontier Comm — Int/Div

McDonalds — Int/Div

HW Microsofl — Int/Div

J Nextera Energy — Int/Div

Wl Panera Bread — None

Wl Pepco Hidgs — Int/Div

Phillips 66 — Int/Div

Wl Priceline — None

J Starbucks — Int/Div

Wl Teva Pharma — Int/Div

W Verizon — Int/Div

Wl Vodaphone — Int/Div

Walmart — Int/Div

J American New Persp. Fund — Int/Div

Wl Blackrock National Municipal Bond — Int/Div

Wl DWS Muni Bond Fund — Int/Div

Franklin Tax Free Income Fund — Int/Div

J Nuveen Intm Duration — Int/Div

Beaver Valley Ranch — Int/Div

US Savings Bonds — Interest

m8 US Bank — Interest

Wl Memill-Lynch CMA Fund — Interest

Wl ML Retirement Res- MLB&T Rasp — Int/Div

Allianz Sm Cap--IRA + li] IRA — Int/Div

Wl American Amcap Fd C1 C - IRA — Int/Div

WR Amer Euro Pacific FD-IRA — Int/Div

WR Amer New World Fund—-1RA + I IRA — Int/Div

Blackrock Equity — Int/Div

WR IRA--Blackrock High Income Corp Bond Fund — Int/Div

Davis NY Fund Venture--IRAs & Jl IRA — Int/Div

Hotchkis & Wiley Large « fi] IRA — Int/Div

JP Morgan MidCap Value C1 C-IRA & IRA — Int/Div

Allianz NFJ--IRA, Small Cap & Dividend (2 funds) — Int/Div

MFS Value Fund--IRA + lil IRA — None

Oppenheimer Global Fund IRA — Int/Div

J American Growth Fund--IRA — Int/Div

Columbia Midcap Val-<IRA — Int/Div

J DWS Dreman Val IRA — Int/Div

Ivy Asset Strategy--IRA & [ll IRA — Int/Div

Munder Midcap Core-IRA — Int/Div

mB) Van Eck Global-- Self and (S) IRA — None

Il State of Missouri Deferred Comp Plan — Interest

Social Security Pension (X) — None

Spouse's income — 2 — to 12/31/12-- 1 ) Salary Private Law Practice

Spouse's income — 1112 — to 12/31/12-- Jf) State of Missouri Pension

Please note that line #17 reflects the purchase of Phillips 66 stock on 9/7/11. This purchase was madvertently omitted from the 2011 Financial Disclosure 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.

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Terry I Adelman | Frix