Roger L. Gregory

2013Annual

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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

  • 20

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 3

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • nto IRA-no gain
  • Moms, Inc (401K)
  • ChildFund International
  • Umiversity of Richmond
  • Wells Fargo Financial National Bank
  • ChildFund, Int'l
  • University of Tennessee College of Law
  • Sant Lows Unmiversity School of Law

As filed

Suntrust Bank Interest Checking — Interest

Prudential Insurance Annuity — Int/Div

Philip Morris Profit Sharing Plan (401K) — Int/Div — Closed — nto IRA-no gain

Manulife Fmancal - Common Stock — Int/Div

New York Life IRA - Fixed Annuity — Interest

RiverSource Life Insurance Company IRA Fixed — Interest

Consolidated Bank & Trust/Premier Bank — Interest

John Hancock Life Ins. - term & whole life policy — Int/Div

New York Life Ins. Co. - term & whole life policy — Interest

Intel Corp. - Common Stock — Int/Div

Call Federal Credit Umion — None

Metropolitan Life Control Accout — Interest

SunTrust Money Market Account — Interest

John Hancock Safe Access Account — Interest

Fidelity Mgmt. Trust Co.-IRA — Open — Moms, Inc (401K)

Fidelity Gov't Money Mkt — Int/Div

Altria Group, Inc — Int/Div

Kraft Foods Group, Inc. COM NPV — Int/Div

Mondelez Int'l Inc, COM — Int/Div

Philip Morris Int'l Inc. COM — Int/Div

Director, ChildFund International

Trustee, Umiversity of Richmond

Liability — Wells Fargo Financial National Bank — Credit Card

Reimbursement — ChildFund, Int'l — Feb. 25, 2013 - March 1,2013 — Jakarta, Indonesia — Board Meeting — Travel, Lodging, Meals

Reimbursement — University of Tennessee College of Law — Oct, 24, 2013 - Oct 25.2013 — Knoxville, TN — Moot Court Competition — Travel, Lodging, Meals

Reimbursement — Sant Lows Unmiversity School of Law — Nov. 14,2013 - Nov 15,2013 — St. Lows, MO — Keynote Speaker — Travel, Lodging, Meals

HL NON-INVESTMENT INCOME.

A, Filer's

Pursuant to § 102 of the Act, I have not received honoraria and/or non-ivestment income for 2012. Donation on my behalf has been made to a charitable

organization. However, | did not receive mcome and/or derive financial benefit from the charitable organization. The contribution did not exceed $2000.00. 5

U.S.C. app § 501 (b) & (¢).

The contribution was as follows:

August 28, 2013 - ESN Church, FR - 5200.00 Keynote Speaker

A confidential recipient list is reported under separate cover,

CORRECTIONS PURSUANT TO THE COMMITTEE'S OCTOBER 1, 2014 INQUIRY

IV. REIMBURSEMENTS - transportation, lodging, food, entertainment (amended 10/29/2014)

2, Following the FDR Revised February 2014 instructions, page 26, 1am deleting line "2." because am not required to report "reimbursements provided by the

United States, the District of Columbia, or a state or local government or political subdivision thereof; required to be reported under 5 U.S.C. § 7342; or required

to be reported under 2 U.S.C. § 434. Section 109(15)."

4. Id. at page 25, | am deleting line "4." because | am not required to report “food, lodging, transportation, and entertainment provided by a foreign government

within a foreign country or by the United States, the District of Columbia, or & state or local government or political subdivision thereof; food and beverages not

consumed in connection with a gift of overnight lodging. Section 109(5)."

VIL INVESTMENTS and TRUSTS - income, value, transactions (Includes SRR ; see pp. 34-60 of filing instructions.) (amended

100292014)

Pursuant to the Committee's October 1, 2014 mquiry, the previously listed asset, "Altria Group, Ine. Stock is now listed “individually” on Line 17 with the Altria

stock held in the Fidelity IRA.

Pursuant to the Committee's October 1, 2014 inquiry, the previously listed asset, "Philip Morris Int'l Common Stocks,” is now listed "individually" on Line 20 with

the Philip Morris stock held in the Fidelity IRA.

Line 15: Pursuant to the October 1, 2014 letter from the Committee, 1 list "Fidelity Management Trust Co." (Fidelity), which is the custodian of the IRA

account. | report that it was opened on February 22, 2013 with the funds rolled-over from the Philip Morris Profit Sharing Plan (401K). (See Lines 3 & 15). The

Fidelity IRA's income and value is not listed en toto on Line 15 because 1 report the income and value of each stock and fund held in the IRA on Lines 16 through

20.

Line 16 through Line 20: 1 list the income and value for the individual stocks and funds held in the Fidelity IRA account.

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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