Robert Wherry jr

2014Annual

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What was filed

  • 49

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Part VII
  • Split (2 tor 1)
  • part VII

As filed

SunTrust Bank Various Accounts — Interest

TRANSAMERICA/MONUMENTAL LIFE INSURANCE POLICY — Interest — Part VII

COMMONWEALTH ANNUITY & LIFE INSURANCE — Interest — Part VII

IRA #4 (CHARLES SCHWAB IRA) MANDATORY DISTRIBUTION — Distribution

IRA #4 (CHARLES SCHWAB IRA) (H):

MONEY MARKET - SWEEP ACCOUNT (ISWSXX) — Int/Div

COASTAL CARRIBBEAN OIL (COCBF)

INTERNATIONAL BUSINESS MACHINE (IBM) — Int/Div — Buy

INTERNATIONAL BUSINESS MACHINE (IBM) — Sold

CATERPILLAR INC (CAT) — Int/Div — Sold

CATERPILLAR INC (CAT) — Buy

UNION PACIFIC CORP (UNP) — Int/Div — Buy

13 — Split (2 tor 1)

CSX CORP (CSX) — Int/Div — Buy

CSX CORP (CSX) — Buy (add'l)

EXXON MOBILE CORPORATION (XOM) — Int/Div — Buy

EXXON MOBILE CORPORATION (XOM) — Sold

GENERAL ELECTRIC COMPANY (GE) — Int/Div — Buy (add'l)

NACEL ENERGY CORP. (NCEN) — None

COCA COLA COMPANY (KO) — Int/Div — Buy

AES CORPORATION (AES) — Int/Div — Buy (add'l)

PLURISTEM THERAPEUTICS (PST — None

CHEVRON CORPORATION (CVX) — Int/Div — Buy (add'l)

CHEVRON CORPORATION (CVX) — Sold

CHEVRON CORPORATION (CVX) — Buy

CONOCOPHILLIPS (COP) — Int/Div — Sold

CONOCOPHILLIPS (COP) — Buy

PEPSICO INCORPORATED (PEM) — Int/Div

APPLE INC (AAPL) — Int/Div — Buy

APPLE INC (AAPL) — Buy (add'l)

APPLE INC (AAPL) — Buy (add'l)

APPLE INC (AAPL) — Sold

GENERAL MOTORS CO (GM) — Int/Div — Buy (add'l)

GENERAL MOTORS CO (GM) — Buy (add'l)

ALLIQUA INC NEW (ALQA) — None — Buy

ALLIQUA INC NEW (ALQA) — Buy (add'l)

ALLIQUA INC NEW (ALQA) — Buy (add'l)

ALLIQUA INC NEW (ALQA) — Buy (add'l)

ALLIQUA INC NEW (ALQA) — Buy (add'l)

ALLIQUA INC NEW (ALQA) — Buy (add'l)

ALLIQUA INC NEW (ALQA) — Buy (add'l)

PENN VIRGINIA CORP (PVA) — None — Buy

PENN VIRGINIA CORP (PVA) — Buy (add'l)

MURPHY OIL CORP HLDG (MUR) — None — Buy

NATIONAL OILWELL VARCO (NOV) — Int/Div

NOW INC (DNOW) — None — from line 45)

CALPINE CORP NEW (CPN (IX) — None — part VII

GREAT AMERICAN FIN, RES. F/K/A MANHATTAN NAT'L LIFE — Interest

S10.

Agreement — 033103 — Lentz, Evans and King P.C., Resignation & Redemption Agreement provides for stock redemption, resolution of lease, malpractice, und payment for in-process work.

Reimbursement — Section of Taxation 2014 Joint CLE Meeting

Items 2.3, 48 -- These are life msurance policies. The values are bused on cash surrender values,

Item 47 = Calpine Corp (CPN) New Stock Purchased 5/6/13 (500 shares) and 5/7/13 (500 shares), combined value code K, and by error omitted from 12/31/13

Financial Disclosure Report.

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 Wherry jr | Frix