Robin J. Cauthron
2016Annual
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
- 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.