Robin J. Cauthron

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 92

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • VIL Explanations
  • VII Explanations
  • Atwood
  • Oklahoma Special Olympics
  • Trust #1
  • Self-employed lawyer

As filed

Real Estate):

BROKERAGE ACCOUNT #1

Allegiance Credit Union Oklahoma City. OK — Interest

Legg Mason Partners: Appreciation Fund (mutual fund) — Int/Div

John Powell, Ltd. Partnership Tulsa County, OK real est — None — VIL Explanations

Winston Oil Co. 1981-1982 Lid Partnership, Marion, OH — None

Dage Oil Co, Ltd. Partnership Oklahoma City, OK — None

Mineral mterest in Woods County, OK — Rovalty

Persuasive Strategies, LLC — Interest

American Fund: American Balanced Fund C (mutual fund) — Int/Div

American Fund: Capital Income Builder Fund (mutual fund) — Int/Div

Amer. Fund: Capital World Growth & Income Fund C (mut fund) — Int/Div

Income Fund of Amenca C (mutual fund) — Int/Div

Chesapeake Energy Corp (common stock) — Int/Div

Superior Energy Services, Inc. (common stock) — Int/Div

Janus Forty Fund — Int/Div

Mainstay Lg Cap Growth Fund — Int/Div

Blackrock Eq Dividend Fd — Int/Div

Seligman Lg Cap Value Fd — Int/Div

Alger Small Cap Growth Fd — Int/Div

TCW Small Cap Growth Fd — Int/Div

Perkins Small Cap Value — Int/Div

Royce Premier Fund — Int/Div

AIM Developing Mkts Fd — Int/Div

Lazard Emerging Markets — Int/Div

Henderson Int'l Opp Fund — Int/Div

Nuveen Trwds Int'l Val Fd — Int/Div

Thomburg Int'l Value Fd — Int/Div

Enterprize Prod. Partners — Int/Div

Nustar Energy — Int/Div

Plains All American — Int/Div

Kayne & Midstream Energy Fund — Int/Div

Alerian Master Lid. Partnership — Int/Div

Clearbridge Energy — Int/Div

Clearbridge AMER. Energy MLP — Int/Div

Goldman Sachs MLP Energy — Int/Div

First Trust North American — Int/Div

Energy Transfer Equity — Int/Div

New York Life Ins. (whole life) — Interest

IRA ACCOUNT #1

Contmental Resources Inc. (common stock) — None — Sold

Microsoft (common) — Int/Div

Google — None

Devon — Int/Div — Sold (part)

Stock Exchange Bank, Woodward, OK — Interest

BROKERAGE ACCT 22

Berkshire Hathaway A — None

Langston University bonds — Interest — Matured

Microsoft (common) — Int/Div

Walmart (common) — Int/Div

Wilhams Co.. Inc — Int/Div

Apple — Int/Div — Sold (part)

Netix — None — Buy

Netix — Sold

SEP IRA Account #2

Insured Deposit money market fund (Wells Nelson & Associates, PLLC) — Interest

ATT — Int/Div

Altra Group — Int/Div

Invensense — None — Sold

Potash Corp. of Saskewatchewan — Int/Div — Sold

Chesapeake — Int/Div — Buy

Chesapeake — Buy (add'l)

OneOK — Int/Div — Buy

Phillip Morris — Int/Div — Buy

TRUST #1 (X) — VIL Explanations

Common Stocks):

Exelon — Int/Div

GlaxoSmithKline — Int/Div

Intel Corp — Int/Div

Target Corp — Int/Div

Teco Energy, Inc — Int/Div

Walmart — Int/Div

Weverhauser — Int/Div

Mutual Funds):

Calamos Strategic Total Return Fund — Int/Div

Deutsche Bank GNMA Fund — Int/Div

Short Duration Fund — Int/Div

Municipal Bond Fund — Int/Div

Annuities):

Prudential — Interest

Nabhonwade — Interest

Bank Accounts):

Citizens Bank of Edmond — Interest

SNB — Interest

SNB — Closed

Chase — Interest

Chase — Closed

home. Edmond. OK — None — VII Explanations

rental property, Edmond, OK — Reat

rental property, Edmond, OK — Sold — Atwood

Minerals):

Denbury, Plano, TX — Distribution

Board of Directors, Oklahoma Special Olympics

Successor Trustee, Trust #1

Spouse's income — 2015 — Self-employed lawyer

PART VIL Investments and Trusts

Line 3 - John Powell Limited Partnership was purchased in 1973 for $26,000.

Lines 64-92 - My mother died on October 19, 2015, leaving her entire estate in a revocable trust to which 1 became successor trustee upon her death. | have placed

the parenthetical X beside the header Trust #1, to indicate that all the assets listed below it were exempt from reporting in previous years.

Line 8 - The home was purchased in Oct. 1997 for $190,000,

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.