Gregory J. Kelly
2012Annual
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What was filed
55
investments
0
positions
0
gifts
2
agreements
5
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Wells Fargo #1
- Wells Fargo #2
- Amencan Express
- Visa
- MasterCard (CinCards)
- Employment - Orange County Public Schools
As filed
Rental Property #1, Orlando, FL (2004 $257.000) — Rent
Rental Property #2, Orlando, FL (2004 £260.000) — Rent
Akerman Capital — Interest
Brokerage Account #1
Vanguard Global Equity Fund (VHGEX) — Int/Div
Vanguard Growth Index Fund Investors (VIGRX) — Int/Div — with line 11)
Vanguard 500 Index Fund Admiral (VFIAX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral (VIMAX) — Int/Div
Vanguard Selected Value Fund (VASVX) — Int/Div
Vanguard Value Index Fund Admiral (VVIAX) — Int/Div
Vanguard Growth Index Fund Adm (VIAGX) — Int/Div — Buy
Brokerage Account #2
SunTrust Agressive Option — None
SunTrust Conservative Option — None
SunTrust Moderate Option — None
Brokerage Account #3 (IRA)
Vanguard Emerging Markets Stock Index Admiral (VEMAX) — Int/Div
Vanguard Growth Index Fund Admiral (VIGAX) — Int/Div
Vanguard 500 Index Fund Admiral (VFIAX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral (VIMAYX) — Int/Div
Brokerage Account 24 (403b)
Vanguard Global Equity Fund (VHGEX) — Int/Div
Vanguard Growth Index Fund Investors (VIGRX) — Int/Div
Vanguard 500 Index Fund Investors (VFINX) — Int/Div
Vanguard Mid-Cap Index Fund Investors (VIMSX) — Int/Div
Brokerage Account #5 (IRA)
Vanguard Emerging Markets Stock Index Admiral (VEMAX) — Int/Div
Vanguard 500 Index Fund Admiral (VFIAX) — Int/Div
Vanguard Mid-Cap Index Fund Admiral (VIMAX) — Int/Div
Vanguard Value Index Fund Admiral (VVIAX) — Int/Div
Brokerage Account 26
Oppenheimer Discovery Fund Class A (OPOCX) — Int/Div
Brokerage Account £7
Oppenheimer Discovery Fund Class A {OPOCX) — Int/Div
Brokerage Account #8
American Century (TWGTX) — Int/Div
Bank Account - Central Florida Educators Credit Union — None
Bank Account - Central Florida Educators Credit Union — Interest
Brokerage Account #9
Target Gloval DVD Leaders 30 11 Term (FBRCHX) — Int/Div — Sold
Strategic Allocation Port 40Q 12 — Int/Div — Buy
Brokerage Account £10 (403b)
American Century Heritage (TWHIX) — Int/Div — Buy
American Century Mid Cap Value (ACMVX) — Int/Div — Buy
Brokeragae Account #1 1
Oppenhiemer Discovery Fund Class A {(OPOCXIY) — None
Bank Account - Central Florida Educators Credit Union ((Y) — None
Bank Account - SunTrust (Y) — None
Brokerage Account #12
American Century Heritage (TWHIX) — Int/Div — Buy
American Century Mid Cap Value (ACMVX) — Int/Div — Buy
Brokerage Account #13 (Bene IRA)
Vanguard International Growth Inv — Int/Div
Bank Account -Wells Fargo — None — Closed
MetLife (Computershare) (Y) — None — Sold
Agreement — 2012 — Akerman Senterfitt Shareholder Equity
Agreement — 2012 — Akerman Senterfint 401k SunTrust Retirement Plan, Self-Directed
Liability — Wells Fargo #1 — Mortgage on Rental Property #1 (Pt VII Line 1)
Liability — Wells Fargo #2 — Mortgage on Rental Property #2 (Pr VI Line 2)
Liability — Amencan Express — Credit Card
Liability — Visa — Credit Card
Liability — MasterCard (CinCards) — Credit Card
Spouse's income — 2012 — Employment - Orange County Public Schools
(Y) - Brokerage accoount #11, on lines #46-#48 were being held for. The owner of the account is no longer starting with the tax year
2012
(Y) - Line 55 - Part VII - 22 Shares of MetLife - (Computer Share) were inherited in 2011, but not discovered until after 2011 report was filed. They were sold in
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.