William G. Cobb
2013Annual
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What was filed
47
investments
0
positions
0
gifts
1
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Wells Fargo Bank
- Kafoury Armstrong & Co. CPAs (salary)
As filed
Trust #2, Brokerage Account — Int/Div
Morgan Stanley Snith Barney Active Asset Account
Gannett Common Stock
Arroyo Street Building, Reno, Nv. (rental partnership) — Reat
IRA ¥ — Int/Div — Sold (part)
Royce 100 Fund Serv — Sold (part)
Royce 100 Fund Serv — Sold (part)
First Eagle Overseas — Sold (part)
Blackrock Equity Dividend A — Sold (part)
Mainstay Large Cap Growth — Sold (part)
JP Morgan Value Advantage — Sold (part)
IRA #2 — Int/Div
Cash, Morgan Stanley Private bank
Accenture PLC. common stock
Coca Cola Co... common stock
Microsoft Corp.. common stock
United Parcel Service. common stock
Kafoury Armstrong Profit Sharing Plan [ — Int/Div
Trust # — Int/Div
Morgan Stanley Smith Barney Active Assets Account
Westem Asset High Income Fund 11
Third Bank of Cinncinnati. OH CD — Buy
GE Cap Bk CD, Salt Lake City, Ut — Buy
Bank of India CD — Redeemed
St Bank of India CD — Redeemed
Trust #5 JE 'rustee) — Int/Div
Cash, Morgan Sunley Bank
Blackrock US Opportunities Sve Fund — Sold (part)
Ivy Large Cap Growth Fund A — Sold (part)
Royce 100 Fund Serv — Sold
Gabelli Eq Inc Fund AAA — Sold (part)
First Eagle Overseas
Aston Tamra Small Cap Fund — Buy
Trust #6 JE !rustee) — Int/Div
Morgan Stanley Smith Barney Active Assets Account
DWS RREEF Estate Sec. A
Invesco Premier PTF Inst] Fund
Ivy Large Cap Growth Fund A
Aston Tamro Small Cap — Buy
Royce 100 Fund Sers — Sold
Blackrock Equity Dividend A
First Eagle Overseas A
JP Morgan Value Advantage
John Hancock Protection Universal Life Insurance Policy — Interest
Erickson Thorpe & Swanston Profit Sharing Plan — Int/Div — Sold (part)
Erickson Thorpe & Swanston Profit Sharing Plan — Sold (part)
Erickson Thorpe & Swanston Profit Sharing Plan — Sold (part)
Agreement — 1974 — Erickson, Thorpe & Swainston, Ltd. Profit Sharing Plan (resigned as trustee 9.2.11; continue as beneficiary of the Plan)
Liability — Wells Fargo Bank — Member share (25%) of mortgage on building; Partnership shown at Part VII, line 4 at net book value.
Spouse's income — 2013 — Kafoury Armstrong & Co. CPAs (salary)
Part VII.
Erickson, Thorpe, Swainston Ltd, Profit Sharing Plan,- These assets are managed by the trustees of the profit sharing plan. Judge Cobb is no longer a trustee (us
of September 2, 2011) and has no control over investment descisions. As a result of Judge Cobb no longer being # trustee of the plan and having no control over
investment descisions, the individual assets of this plan have not been reported individually.
Kafour Armstrong Profit Sharing Plan [Jl These assets are managed by the trustees of the [Jill] profit sharing plan. JJ is not a trustee and has no
control over investment descision
Trust # 3- This trust was removed from the form because all assets were distributed to the beneficiary prior to December 31, 2012
Trust # 4- This trust was removed from the form because all assets were distributed to the beneficiary prior to December 31, 2012,
IRA # 3- This IRA was removed from the form because all assets were distributed to the beneficiary prior to December 31, 2012.
IRA # |- The following securities were removed from form because they had been sold prior to 1/1/2013:
American GR Fd of America F, Henderdon International Properties Fund A, MFS Value Fund A
Nuveen Tradewinds Vilue Opportunity Fund A.
IRA # 2- The following security was removed from the form because it was sold prior to 1/1/2013: Merck & Co Inv.
Trust # |- The following securities were removed from the form because they were redeemed prior to 1/1/2013:
State Bank of India CD and Bank of China CD.
Trust # 5- The following securities were removed from the form because they had been sold prior to 1/1/2013:
Henderson International Opportunities A, Invesco Premier PTF Inst]. Fund.
Trust # 6- The following securities were removed from the form because they hid been sold prior to 1/1/2013:
Henderson Intemational Opportunities A, MFS Value Fund A, Nuveen Tradewinds Val. Opport A
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.