Joe B. Brown

2015Annual

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Pull out the substance of this filing.

What was filed

  • 202

    investments

  • 9

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • change from line A
  • change Google Ln S89
  • lexss than 1000
  • change line 30
  • sold at loss
  • change to Line 10
  • at loss
  • change line 40
  • name combine CIr=C
  • change only
  • 1000 sold 2014
  • 1004/ 200 Sold 2014
  • sold
  • change line 7
  • part to church
  • under $ 1000200
  • change to VOYA
  • under 1000200
  • to NSL Funds
  • from line 111
  • mn 1230072011 vl
  • "
  • trom line 139
  • 1000200 in 2014
  • mcreased = $1000
  • under 1000 m W114
  • gain
  • under 1000 in 2014
  • under 1000 mn 2014
  • gan
  • Gan
  • Gam
  • went under 1000
  • 2014
  • Y P Trust. Trust for Family Cemetary Taylorsville KY
  • Vanderbilt University School of Law, Agreement to teach course on Pretrial Litigation as scheduled, None taught 1015
  • Uniform Gift to Minors, Grandaughter C
  • Education trust for Grundaughter W
  • Education Trust for Granddaughter €
  • Education trust forGrandaughter J
  • Education trust for Grundaughter MH
  • Education trust for Grandaughrer K
  • Education trust for Grandaughter CA

As filed

Abbvie lnc (ABBY) — Int/Div

Actavis PLC (ACT) — Int/Div — Buy

Actavis PLC (ACT) — Buy (add'l)

Actavis PLC (ACT) — with line 6)

Adobe Systems (ADBE) — Int/Div

Allergan PLC comm (AGN) — Int/Div — change from line A

Alphabet Inc Class A (GOOGL) — Int/Div — change Google Ln S89

Amazon (AMZNI(Y) — lexss than 1000

American Beacon (ABEY X) — Int/Div

American Capitol World Grth (CWGIX) — Int/Div — change line 30

American Century Small Cap (ACVIX) — Int/Div

American Express Stock (AXP) — Int/Div

American International Group Inc (AIG) — Int/Div — Sold

Amenprise Finl Inc (AMP) — Int/Div

Anadarko Pete Corp (APC) — Int/Div

Apple (AAPL) — Int/Div

Aplied Materials (AMAT) — Int/Div

AQR Small Cap (QSERX) — Int/Div — Buy

AQR Small Cap (QSERX) — Buy (add'l)

AQR Small Cap (QSERX) — Buy (add'l)

AQR Small Cap (QSERX) — Sold (part) — sold at loss

Baird Core Plus Bond institutional (BCOLX) ({ — Interest

Bank Of Amenca (BAC) — Int/Div

BB&T Corp (BBT) — Int/Div

Bed Bath & Beyond (BBBY) (X) — Int/Div

Blackrock Util and Telecom (MDGUX) — Int/Div

Broadcom Corp (BRCM) — Int/Div — Sold (part)

Canadial Picific Railray LTD (CP) — Int/Div

Capital One Financial (COF) — Int/Div

Capital World Gr & line Fund (CWGIX) — Int/Div — with lime 10) — change to Line 10

Cardinal Health Inc (CAH) — Int/Div

Carlisle Cos Inc (CSL) — Int/Div — Buy

Carmax Inc (KMX) — Int/Div — Buy

Caterpillar (CAT) — None — Sold — at loss

Carvinal Corp (CCL) — Int/Div

CBS Corp (CBS) — Int/Div — Buy

Chevron (CVX) — Int/Div — Sold — at loss

Cisco Sys Inc (CSCO) — Int/Div

CIT Group (CIT) — Int/Div — with line 40) — change line 40

CITIGROUP Inc Com New (C) — Int/Div — Sold (part) — name combine CIr=C

Citnx Sys inc (CTSX) — Sold — at loss

CMS Energy (CMS) — Int/Div

Comcast (CMCSA) — Int/Div — Sold

Conocophillips (COP) — Int/Div — Buy

CVSHealth Corp (CVS) — Int/Div — change only

Delaware Value Inst] (DDVIX) — Int/Div

Deplhi Automotive (DLPH) — Int/Div

Disney Walt (DISXY) — 1000 sold 2014

Dollar General Corp (DG) — Int/Div — Buy

Eaaton Corp PLC (ETN) — Int/Div

Enegizer Hlodings (ENG)(Y) — 1004/ 200 Sold 2014

First Eagle Overseas (SGIOX) — Int/Div — Sold (part) — sold at loss

First Eagle Overseas (SGIOX) — Sold — sold

Franklin TN School Dist Bonds — Interest — Matured

Freeport McMoran inc (FCX) — Int/Div — Buy

General Electric (GE) — Int/Div

Gilead Scientific Inc (GILD) — Int/Div

Google Class A ((GOOGL) — Int/Div — with line 7) — change line 7

Google Class C (GOOG) — Int/Div — with line 7) — change line 7

Halliburton (HAL) — Int/Div

Harding Loevner Intl Equity (HMLIX) — Int/Div

Health Stream Stock (HSTM) — Int/Div — Sold (part) — part to church

Heartland Value Plus (HNVIX) — Int/Div — Buy (add'l)

Heartland Value Plus (HNVIX) — Sold (part) — sold at loss

Heartland Value Plus (HNVIX) — Buy (add'l)

Hologic Inc (HOLX) — Int/Div — Buy

Home Depot (HD) — Int/Div

Honeywell Int lnc (HON) — Int/Div — Buy

Hotckins & Wiley FDS (HWSIX) — Int/Div — Sold (part)

Hyatt Hotels Corp (Hy (Y) — under $ 1000200

Huntsman Corp (HUN) — Int/Div — Buy

ING Intermediate Bond Fund (1IBWX) — with line 190) — change to VOYA

Intel Stock (INTC) — Int/Div

International Business Machine (IBMXY) — under 1000200

Imtercontential Exchange (ICE) — Int/Div

International Paper Co (IP) — None — Sold

IsharesNational Amt Free Muni (MUB) — Int/Div

Ishares MSC EAFE IDX (EFA) — Int/Div

Ishares Russell 1000 Value (IWB) — Int/Div — Buy (add'l)

Ishares Russell 1000 Value (IWB) — Buy (add'l)

Ishares Russell 1000 Value (IWB) — Buy (add'l)

Ishares Russell 1000 Value (IWB) — Buy (add'l)

Ishares Russell 1000 Value (IWB) — Buy (add'l)

Ishares Russell 1000 Value (IWB) — Sold (part)

Ishares Russell 1000 Value (IWB) — Sold (part)

Ishares Russell 1000 Value (IWB) — Sold (part)

Ishares Russell 1000 Value (IWB) — Sold (part) — sold at loss

shares Russell 2000 (WN) — Int/Div — Buy (add'l)

shares Russell 2000 (WN) — Sold (part)

Johnson Controls (JCI — Int/Div

Johnson & Johnson (JNJ) — Int/Div

JPMORGAN (JPM) — Int/Div

Juniper Networks (JNPR) — Int/Div

Keveorp new (KEY) — Int/Div

Kohks Corp (KSS) — Int/Div — Sold

Kroger Co (KR) — Int/Div — Buy

Lazard Emerging Markets (EMBIX) — Int/Div — Buy

Lazard Intl Strategic Equity Portfolio (LISIX) — Int/Div — Buy (add'l)

Lazard Intl Strategic Equity Portfolio (LISIX) — Buy (add'l)

LKCM Small-Mid Cap Equity (LKSMX) — Int/Div — Sold (part)

LKCM Small-Mid Cap Equity (LKSMX) — Sold (part)

Marathon Oil Corp (MRO) — Int/Div — Sold — at loss

Medrronics PLC (MDT) — Int/Div — Buy

Merck & Company (MRK) — Int/Div

Metlife (MET) — Int/Div

MFS Growth Fund (MFEIX) — Int/Div

Micron Techonology (MU) — Int/Div — Buy

Microsoft Stock (MSFT) — Int/Div

Monsanto (MON) — Int/Div — Sold

Morgan Stanley (MS) — Int/Div

Morgan Stanley Mutual Fund (VADBX) (Retirement account i(Y) — Int/Div — with line 112) — to NSL Funds

Nashville School of Law IRA Unit investment trust — Int/Div — from line 111

NXP Semiconductor (NXP) — Int/Div

Occidental Pete Co (OXY) — Int/Div

OHIO College Advantage 529 plan Black Rock Growth Portfolio (ALL GO) — Int/Div

Omnicom Group (OMC) — Int/Div

Oracle Corp Common (ORCL) — Int/Div — Buy

Parker Hannifin (PH) — Int/Div — Sold — at loss

Pepisco Inc (PEP) — Int/Div

Pfizer Inc (PFE) — Int/Div

Phillip Morris (PN) — Int/Div — Sold — at loss

PIMCO Commodities Plus Strategies Fund (PCLIX) — Int/Div — Sold — at loss

PIMCO Total Return (PTTRX) — with line 122)

Procter & Gamble Co (PG) — Int/Div

Qualcomm Inc — Int/Div — Buy

Qualcomm Inc — Sold — at loss

RIO Tinto PLC (RIO) — Int/Div — Sold — sold at loss

Rydex ETF S&P 500 Equal Weight (RSP) — Int/Div — mn 1230072011 vl

Rydex S&P Pure Gr Mid Cap ETF (RFG) )

Rydex S&P Small Cap ETF (RZGKY) — "

Royal Caribbean Cruises (RCL) — Int/Div — Buy

Sandisk Corp (SNDK) — Int/Div — Sold — at loss

Schlumberger Limited (SLB) — Int/Div

Schroder Emerging Markets (SEMNX) — Int/Div

Signet Jewlers LTD (SIG) — Int/Div

Southwest Airhnes (LUV) — Int/Div — Buy

Spirit Aerosystems Hldgs Inc (SPR) — Int/Div

SPDR Barcklays Municipal Bond ETF (TFI) — Int/Div — trom line 139

SPDR Series Trust Nuva (TFD — with line 138)

State TR Comp (STT) — Int/Div — Buy

Sysco Corp (SYY) — Int/Div — Sold

Target Corp (TGT) — Int/Div — Buy

Texas Instruments Inc (TXN) — Int/Div

Thermo Fisher Scientific (TMO) — Int/Div

TIX COS Inc (TIX) — Int/Div — Buy

Tractor Supply (TSCO) — Int/Div

TRW Automative Holdings Corp (TRWXY) — 1000200 in 2014

United Continental Holding Inc (UALYX) — Int/Div — Buy (add'l) — mcreased = $1000

United Health Group (UNH) — Int/Div — Buy

United Parcel Service (UPS) — Int/Div

United Techonologies Corp (UTX) — Int/Div — Sold — sold

USAA Agressive Grwth Fund (UIAGX) (Y) — None — under 1000 m W114

USAA Emerging Markets (LIEMX) — Int/Div

USAA High Income Fund (UTHIX) — Int/Div

USAA Income Fund Institutional Shares (UIINXD — Int/Div

USAA Managed Allocation (UMAFX) — Int/Div

USAA Money Market (LSAXX ) — Interest — Buy (add'l)

USAA Money Market (LSAXX ) — Sold (part) — gain

USAA Precious Metals & Minersls Funds (UIPM YX) — Int/Div

USAA Real Return LIRRX) — hy

USAA Short Term Bond Fund (UISBX) — Int/Div

USAA S&P Index (USPRX NX) — Int/Div — under 1000 in 2014

USAA Tax Exempt Intermediate (USATX) — Int/Div

USAA Tax Exempt Long Term (USTEX) Tuy) — Int/Div — under 1000 mn 2014

USAA Tax Exempt Short Term (USSTX) — Int/Div

USAA Tax-Exempt Market (USEXX) (X) — Int/Div

USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)

USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gan

USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain

USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)

USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)

USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)

USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain

USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)

USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)

USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain

USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain

USAA Tax-Exempt Market (USEXX) (X) — Buy (add'l)

USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — Gan

USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — Gam

USAA Tax-Exempt Market (USEXX) (X) — Sold (part) — gain

USAA Bank Checking Accounts 1408, 6058 — Int/Div

Vanguard FTSE Europe ETF (VGK) — Int/Div — Buy (add'l)

Vanguard Index Funds (VOO — Int/Div — Buy

Vanguard Index Funds (VOO — Buy (add'l)

Vanguard MSCI Emerging Markets ETF (VW) — Int/Div — Sold — at loss

Verizon Communicaations (VZ) — Int/Div

Virtus Quality Small Cap (PXQSX)KY) — went under 1000

Visa (V) — Int/Div

VOYA Intermediate Bonds Class W (MTWBX) — Interest

Wal Mart Stock (WMT) — Int/Div

Wells Fargo Stock (WFC) — Int/Div

Wells Fargo CMA, Checking — Interest

Wells Fargo Sweep Accounts IRA and 60 and 57 Accounts — Interest

Yahoo Inc (YHOOXY) — None — Sold — 2014

Wisdomtree EMG Markets SMCAP (DGS) — None — Sold — at loss

1/2 Interest Knox Brown Farms, Taviorsville, KY — Rent

1/2 Interest Knox Brown Farms, Laporte, IN — Rent

Fidelity Mutual Life Ins Co — Interest

Mass Mutual Life Insurance Policies — Int/Div

Peoples Bank Taylorsville Sav Act (Family Cemetary Trust) — Interest

REGIONS Bank, Nashville Checking — Interest

Co-Trustee . Assets histed Part VII line 162, Y P Trust. Trust for Family Cemetary Taylorsville KY

4/506, Vanderbilt University School of Law, Agreement to teach course on Pretrial Litigation as scheduled, None taught 1015

Custodian Assets histed Part VI line 89, Uniform Gift to Minors, Grandaughter C

Custodian Assets listed Part VI line 89, Education trust for Grundaughter W

Custodian Assets listed Part VI line 89, Education Trust for Granddaughter €

Custodian Assets hsted Part VII line 89, Education trust forGrandaughter J

Custodian Asscts histed Part VII line 89, Education trust for Grundaughter MH

Custodian Assets listed Part VI line 89, Education trust for Grandaughrer K

Custodian Assets listed Part VII line 89, Education trust for Grandaughter CA

Agreement — 12122/89 — Nashville School of Law, Agreement 10 teach a Course on Federal Criminal Law as scheduled. None taught 20135

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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