Robert G Mayer

2012Annual

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Pull out the substance of this filing.

What was filed

  • 94

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Walter Chandler American Inn of Court
  • Short, LLC
  • Cottonwood Tree Company LLC
  • Maver's Restorations Lid
  • Trust B
  • JP Morgan Chase
  • Untted Asrlines -- salary

As filed

BB&T Accounts — Interest

WellPoint. Inc.. common stock — Int/Div

IRASSEP Account (Items 4 - 1) — Int/Div

American Balanced Fund Class FI

Blackrock Equity Dividend Fund CL Inst]

Calamos Growth & Income Fund CL

Columbia Marsico 21st Century Fund CL Zz

Ivy Asset Strategy Fund Class

Mutual Global Discovery FD CL Z

Dreyfuss Liquid Assets CL 2

BB&T (IRA) — Interest

Short LLC membership interest {Items 13.14)

Rental property, Fairfax, VA (2012 assessment $449,200) — Rent

BB&T Account — None

Alliant Federal Credit Union Accounts — Interest

Alliant Federal Credit Union = IRA — Interest — Closed

401K) Plan (Items 18-21) — Int/Div

United Continental Holdings, Inc common

Loomis Value Y

Pimco Total Ret Bond

Vanguard Target 2015 PRT

Alliant FCU (IRA) — Interest

Burke & Herbert Bank Account — Interest

Brokerage Account A (Items 25-43)

American Funds Capital Income Builder CLE — Int/Div

American Funds Capital Income Builder CLC — Buy (add'l)

American Funds The Income Fund of Amenca CLC — Int/Div

American Funds The Income Fund of America CLC — Buy (add'l)

Amencan Funds American Balanced Fund CLC — Int/Div

Amencan Funds American Balanced Fund CLC — Buy (add'l)

American Funds The Bond Fund of America CLC — Int/Div

American Funds The Bond Fund of America C — Buy (add'l)

American Funds Capital World Growth & Income Fund CL C — Int/Div

American Funds Capital World Growth & Income Fund CL C — Buy (add'l)

American Funds American Balanced Fund CLA — Int/Div — Buy

American Funds Bond Fund of Amenca CLA — Int/Div — Buy

American Funds The Income Fund of America CL A — Int/Div — Buy

American Funds New Perspective Fund CLA — Int/Div — Buy

American Funds New Perspective Fund CLA — Buy (add'l)

American Funds New World Fund CL A — Int/Div — Buy

American Funds New World Fund CL A — Buy (add'l)

American Funds Washington Mutual Investors Fund CL A — Int/Div — Buy

American Funds Washington Mutual Investors Fund CL A — Buy (add'l)

Brokerage Account B (Items 45-53)

AT&T common stock — Int/Div

BP PLC common stock — Int/Div

Chevron common stock — Int/Div

Exxon Mobil Corp common stock — Int/Div

IBM common stock — Int/Div

McDonalds Corp common stock — Int/Div

Venzon Commumcations common stock — Int/Div

Tax Exempt Fund of Virginia CL A — Interest

Federated Capital Reserves — Interest

Belt Realty LLC membership interest (Items £5.57)

BB&T account — None

Real Prop. A, Alexandria, VA (2012 assess, $558.540) — Rent

Real Prop. B, Alexandria, VA (2012 assess, $557.290) — Reat

Estate A (ltem $9)

BB&T account — Interest — Closed

Trust B (Items 61-62)

BB&T bank account — Interest — Closed

Alhant Federal Credit Union Account — Interest — Open

Cottonwood Tree Co LLC membership interest (Items 64-65)

Real Prop. Sedgwick Co., KS (2012 assess, $164,700) — Rent

BB&T bank account — None

Denham Green Lane LLC membership interest (Items 67-68)

Real Prop. Worchester Co, MD (2012 Assess S468.000) — Rent

BB&T bank account — None

Mayer's Restorations Ltd membership interest {Trem 70)

Real Prop Montgomery Co, OH (2012 assess, $68,140) — Reat

Dreyfus Municipal Bond Fund — Interest

IRA 2 (Items 73-90) — Int/Div

IRA 2 (Items 73-90) — Buy

IRA 2 (Items 73-90) — Buy

IRA 2 (Items 73-90) — Buy

FBIOX — Buy

FBIOX — Buy

FBIOX — Buy

FBIOX — Buy

FBIOX — Buy

FBIOX — Buy

FBIOX — Buy

FBIOX — Buy

FBIOX — Buy

OFEF — Buy

OFEF — Buy

OFEF — Buy

OFEF — Buy

LSMV — Buy

LSMV — Buy

IRA 3 (Items 92-93) — Int/Div

Fidelity Select Biotechnology Portfolio — Buy

Fidelity Select Biotechnology Portfolio — Sold

United Technology — Int/Div — Buy

Member of Executive Committee, Walter Chandler American Inn of Court

Manager, Short, LLC

Manager, Cottonwood Tree Company LLC

Manager, Maver's Restorations Lid

Co-Trustee, Trust B

Liability — JP Morgan Chase — credit cards

Spouse's income — 2012 — Untted Asrlines -- salary

Part 1, Item 8 and Part VII, Items 58 and 59 : Estate was fully admimstered and closed during 2012.

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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Robert G Mayer | Frix