John Glover Roberts jr

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 82

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • New England School of Law
  • Major, Lindsey & Africa, LLU «= Attorney Search Consultants -- Salary

As filed

Time Wamer — Int/Div

Hewlett-Packard (Common) — Int/Div

Hillenbrand (Common) — Int/Div

Hill-Rom Holdings, Inc — Int/Div

Microsoft (Common) — Int/Div

Nok (Common) — None

Lam Research, See Part VIII — None

Texas Instruments (Common) — Int/Div

TMO (Common) — Int/Div

Sirius XM Radio (Common) — None

Washington REIT — Int/Div — Sold

Am Cent Gr Fund — Int/Div

Fidelity Select Energy Fund — None — Sold

Putnam Multi-Cap Growth Fund — None

Putnam Voyager Fund — None

Vanguard lut'l Gr Fund — Int/Div

Vanguard Sm Cap Index Fund — Int/Div

C. Schwab Money Mkt Fund (Y)

CC. Schwab Muni M. Fund SWXXX — Int/Div

Wells Fargo bank accounts — Interest

Capital One, Inc. bank account — Interest

1/8 nt. cottage, Knocklong, Co. Limerk IRE, See Part VIII — Reat

Utah Educ. Svgs Plan Equity - 10% Intl, See Part VIII — Int/Div

Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Int/Div — Buy

Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)

Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)

Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)

Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)

Utah Educ. Svgs Plan Age-Based Moderate, 13.1% — Buy (add'l)

Allegis Group Ret. Plan — Int/Div

Time Wamer Cable — Int/Div

AOL — None

BlackRock International Opportunities BISIX — None — Sold (part)

BlackRock International Opportunities BISIX — Sold

Eaton Vance Income Fund of Boston EIBIX — Int/Div — Sold (part)

Eaton Vance Global Macro Absolute Return FIGMX — Int/Div — Buy (add'l)

Eaton Vance Global Macro Absolute Return FIGMX — Buy (add'l)

First Eagle Global SGIIX — Int/Div — Sold (part)

First Eagle Global SGIIX — Buy (add'l)

Gabelli Equity Income GCIEX — Int/Div — Sold (part)

Gabelli Equity Income GCIEX — Buy (add'l)

Gabelli Small Cap Growth GACIX — Int/Div — Sold (part)

Gabelli Small Cap Growth GACIX — Buy (add'l)

Hussman Strategic Growth — Int/Div — Buy (add'l)

Hussman Strategic Growth — Buy (add'l)

Hussman Strategic Growth — Sold

MFS Bond MBDIX — Int/Div — Sold (part)

MFS Bond MBDIX — Buy (add'l)

MFS Bond MBDIX — Buy (add'l)

Virtus Emerging Markets Opportunities HIEMX — Int/Div — Buy (add'l)

Virtus Emerging Markets Opportunities HIEMX — Buy (add'l)

Virtus Emerging Markets Opportunities HIEMX — Buy (add'l)

PIMCO Low Duration INST PTLDX — Int/Div — Buy (add'l)

PIMCO Low Duration INST PTLDX — Buy (add'l)

PIMCO Emerging Markets Bond INST PEBIX — Int/Div — Sold (part)

PIMCO Emerging Markets Bond INST PEBIX — Buy (add'l)

PIMCO Real Return INST PRRIX — Int/Div — Sold (part)

PIMCO Real Return INST PRRIX — Buy (add'l)

PIMCO Real Return INST PRRIX — Buy (add'l)

RS Global Natural Resources RSNY X — Int/Div — Buy (add'l)

RS Global Natural Resources RSNY X — Buy (add'l)

RS Global Natural Resources RSNY X — Buy (add'l)

T. Rowe Price Real Estate TRREX — Int/Div — Buy (add'l)

Royce Value Fund RVVHX, See Part VIII — Int/Div — Sold (part)

Royce Value Fund RVVHX, See Part VIII — Buy (add'l)

Royce Value Fund RVVHX, See Part VIII — Buy (add'l)

Royce Value Fund RVVHX, See Part VIII — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — None — Sold (part)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

T. Rowe Price Blue Chip Growth TRBCX — Buy (add'l)

Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Int/Div — Sold (part)

Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Sold (part)

Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Sold (part)

Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Buy (add'l)

Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Sold (part)

Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Sold (part)

Wells Fargo Inc. Adv. Treas. Plus Mon Mkt. Fund WTPXX — Buy (add'l)

Wells Fargo Absolute Ret. Fund — Int/Div — Buy

Wells Fargo Absolute Ret. Fund — Buy (add'l)

AQR FDS Mgd. Futures Strategy — Int/Div — Buy

Dodge & Cox FDS Int'l Stk Fd DODFX — Int/Div — Buy

BlackRock Emerging Mkt. L/S BLSIX — Int/Div — Buy

Income — 09/17/2013 — New England School of Law — S20.000.00

Spouse's income — 2013 — Major, Lindsey & Africa, LLU «= Attorney Search Consultants -- Salary

#7. Lam Research, line #10 mn 2012, column D1 should have reflected a partial sale.

#23. Name in 2012 was Equities - 10% Total Int'l,

#22. Total rental income $5,757 -- 1/8th = $719.00.

#124. Proper name is Royce Value Fund; RVVHX is Investment Class,

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.