Robyn L. Moberly

2014Annual

Ask Donna

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

  • 68

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • siblings
  • Indiana University McKinney School of Law Alumm Association
  • Indianapolis Bar Association
  • Bank of America
  • Citibank
  • Chase Bank
  • Whitham Hebenstreit and Zubek., attorneys at law

As filed

AT&T stock — Int/Div

American Electric Power — Int/Div

Fromtier Communications — Int/Div

Wells Fargo & Co — Int/Div

Marshall & Isley Bank — Interest

Verizon — Int/Div

New Mexico Apache Corp. mineral lease rights — Rovalty

Yates Petroleum Corp. mineral rights — Rovalty

Cimarex Energy Co, — Rovalty

Chesapeake Operating Inc, Oklahoma City. OK — Rovalty

Merit Energy — Rovalty

Endeavor Energy Resources LP, Midland TX — Rovalty

Three Rivers Operating Co — Rovalty

Coca Cola Co. — Int/Div

Eli Lilly Co. — Int/Div

IBM — Int/Div

Kimberly Clark — Int/Div

Merck — Int/Div

AT&T (Y)

Chevron — Int/Div

Exxon Mobil — Int/Div

GE — Int/Div

Public Storage (REIT) — Distribution

Value Line Larger Companies Fund — Int/Div

Fidelity Diversified International Fund. — Int/Div

Fidelity Low-Priced Stock Fund — Int/Div

Wells Fargo Advatage Capital Growth — Int/Div

Blackrock Large Cap Value Reitrement K — Int/Div

PIMCO total REtum Inst] — Int/Div

Merrill Lynch Bank Deposit — Interest

CIT Bank Salt Lake City UT Certificate of Deposit — Int/Div

Centurylnk «(Y)

DTE Energy Corp — Int/Div

Exelon(Y)

Piedmont Natural Gas — Int/Div

Southern Company — Int/Div

Windstream (Y)

Cert of Deposit American Express Bank Salt Lake City UT — Interest

Cert of Deposit St. Louis, Mo. Indl Dev Auth Rev St. A OID — Interest — Sold

Cert of Deposit Univ of Texas Perm Umiv — Interest — Sold

Ally Financial Inc — Int/Div — Sold (part) — siblings

Roval Bank of Scotland Grp PLC — Int/Div

Bank of America Corp — Int/Div

Cisco Systems Ince — Int/Div

Citigroup, Inc — Int/Div

CNO Fimancial Group, Inc — Int/Div

Southwest Airlines — Int/Div

Travelers Co. — Int/Div

Vodafone Group PLC — Int/Div

AllianceBemnstein Global Thematic Growth Fund C1 A — None

Nuveen Investment Quality Municipal Fund — Int/Div

Express Scripts Holding Co — Int/Div

Dallas Fort Worth Texas IAF IMP RV AMERN RF GTD OID (y)

JP Morgan Chase & Co — Int/Div

American Express Bank (Y)

Amencan Growth Fund — Int/Div

American Capital 2 accounts) — hy

American Capital World Growth & Income (2 accounts combined) — Int/Div

Clearbridge Aggressive Growth (Y)

CD- Synchrony BK FKA GE — Int

CD-Synchrony BK FKA GE — Int/Div

American Airlines Group (x) — Int/Div

Entergy Corp (X) — Int/Div

General Motors Common shares (x) — Int/Div

Oppenheimer Funds- Rising Dividend Fund A — Int/Div

Oppenheimer Funds- Equity Fund A — Int/Div

Oppenheimer Funds- Capital Appreciation Fund A — Int/Div

Oppenheimer Funds-Intemational Growth Fund A — Int/Div

President, Indiana University McKinney School of Law Alumm Association

President-Elect, Indianapolis Bar Association

Liability — Bank of America — consumer credit

Liability — Citibank — consumer credit

Liability — Chase Bank — consumer credit

Spouse's income — 2014 — Whitham Hebenstreit and Zubek., attorneys at law

Part VIL.

| made an error last year in the listing of a CD American Express (line 38) and American Express Bank (line 55), These were duplicates and therefore | have

climinated line 55.

Line 53. Dallas Forth Worth Texas IAF IMP RV bond (line 53 in the 2013 report) was converted in the American Airlines bankruptcy to American Airlines stock

und is now reflected as line item 62.

Line item 19 is now blank. Thad listed AT&T stock in both lines 1 and 19 for 2013 because | controlled some AT&T stock on behalf of JEN and I owned

some stock outright in my own name. Since JIN death, I have distributed JIN share to them and now only retain one AT&T account in my name

alone.

Lines 66-69. Oppenheimer Funds has been amended to show the 4 Fund names where JIN has investments. In addition, | did not know in prior years that

he owned this investment and therefore I inadvertently omitted it from my Disclosure Form. Ji has owned these same Oppenheimer Funds for more than ten

years. They are not newly acquired and should have been disclosed in each of my prior Disclosure Forms. The failure to disclose them wus inadvertent.

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.

Robyn L. Moberly | Frix