Roger L. Gregory
2013Annual
Ask Donna
Pull out the substance of this filing.
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.