Gregory J. Kelly

2012Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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