Robin J. Cauthron

2016Annual

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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
  • Oklahoma Special Olympics
  • Trust #1
  • Self-employed lawyer

As filed

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

Denbury, Plano, TX (minerals) — Rovalty — Buy — VIL Explanations

BROKERAGE ACCOUNT #1

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 America 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

Thornburg 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 — Buy

Contmental Resources Inc. (common stock) — Sold

Microsoft (common) — Int/Div

Google — None

Devon — Int/Div — Buy

Devon — Sold

Stock Exchange Bank, Woodward, OK — Interest

BROKERAGE ACCT #2

Berkshire Hathaway A — None

Microsoft {common) — Int/Div

Walmart (common) — Int/Div

Wilhams Co.. Inc — Int/Div

Apple — Int/Div

Amazon — Int/Div — Buy

Amazon — Int/Div — Buy (add'l)

SEP IRA Account #2

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

CATT — Int/Div

Altria Group — Int/Div

Chesapeake — Int/Div — Buy

Chesapeake — Sold (part)

OneOK — Int/Div

Phillip Morris — Int/Div

TRLST #1

Common Stocks):

Exelon — Int/Div — Sold

GlaxoSmithKline — Int/Div — Sold

Intel Corp — Int/Div — Sold

Target Corp — Int/Div — Sold

Teco Energy, Inc — Int/Div — Sold

Walmart — Int/Div — Sold

Weverhauser — Int/Div — Sold

Mutual Funds):

Calamos Strategic Total Return Fund — Int/Div — Sold

Deutsche Bank GNMA Fund — Int/Div — Sold

Short Duration Fund — Int/Div — Sold

Municipal Bond Fund — Int/Div — Sold

Annuities):

Prudential — Interest — Sold

Nabhonwade — Interest — Sold

Bank Accounts):

Citizens Bank of Edmond — Interest — Closed

Real Estate):

home. Edmond, OK — None — Sold — VII, Explanations

Minerals):

Denbury, Plano, TX — Rovalty — Sold

BROKERAGE ACCT 23

Insured Deposit money market fund (Wells Nelson & assoc. PLLC) — Int/Div — Open

Chevron Corp. — Int/Div — Buy

Texas Instruments — Int/Div — Buy

Altria Croup — Int/Div — Buy

AT&T — Int/Div — Buy

Board of Directors, Oklahoma Special Olympics

Successor Trustee, Trust #1

Spouse's income — 2016 — Self-employed lawyer

PART VIL Investments and Trusts

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

Line & - This interest was in my mother's trust, and distributed pro rata to her heirs on this date. 1am showing this as sold by her trust (line 86) and bought by me.

Line 84 - The home was purchased by Brad Bryant and Katherine D. Cantrell.

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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