Robyn L. Moberly
2014Annual
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Pull out the substance of this filing.
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.