—
Net Worth Est.
$19.97MTrade volume
$0Total trades
-----Last Traded
----Real Estate Unimproved Land
$21.84M
Corporate Securities Non-Public Stock
$7.85M
Corporate Securities Stock
$3.04M
Mutual Funds Mutual Fund
$2.68M
Bank Deposit
$1.21M
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - Rural Properties | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Timber Ground (Jasper, IN) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Meyer Distributing, Inc | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2024 |
- Timber Ground (Jasper, IN) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Rural Properties | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Ziegler Farm | $1,000,001 - $5,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Meyer Distributing, Inc | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2024 |
- Ziegler Farm | $1,000,001 - $5,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2024 |
GABC GABC- German American Bancorp, Inc. | $500,001 - $1,000,000 | Spouse | $15,001 - $50,000 | Dividends, | 2024 |
- Springs Valley Bank & Trust | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Dividends, | 2024 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $5,001 - $15,000Other $8,296.00 | Rent/Royalties, Other, (Ordinary business income from K-1) | 2024 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2024 |
- Meyer Logistics, Inc | $500,001 - $1,000,000 | Self | None (or less than $201) | Dividends, | 2024 |
GABC GABC- German American Bancorp, Inc. | $500,001 - $1,000,000 | Spouse | $15,001 - $50,000 | Dividends, | 2024 |
- Springs Valley Bank & Trust | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Dividends, | 2024 |
- Meyer Logistics, Inc | $500,001 - $1,000,000 | Self | None (or less than $201) | Dividends, | 2024 |
- B&R | $250,001 - $500,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2024 |
- Maple Land, LLC | $250,001 - $500,000 | Self | $100,001 - $1,000,000Other $64,920.00 | Rent/Royalties, Other, (Ordinary business income from K-1) | 2024 |
- Retail Store Land & Building - Finishing Touches | $250,001 - $500,000 | Joint | None (or less than $201) | Rent/Royalties, | 2024 |
- German American Bank | $250,001 - $500,000 | Self | $201 - $1,000 | None, | 2024 |
- B&R | $250,001 - $500,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2024 |
- Retail Inventory & Equipment (Finishing Touches) | $250,001 - $500,000 | Spouse | None (or less than $201) | None, | 2024 |
- Retail Store Land & Building - Finishing Touches | $250,001 - $500,000 | Joint | None (or less than $201) | Rent/Royalties, | 2024 |
VBIAX VBIAX- Vanguard Balanced Index Fd Admiral Shs | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2024 |
- Retail Inventory & Equipment (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2024 |
- Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2024 |
ACTHX ACTHX- Invesco High Yield Municipal A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Interest, | 2024 |
- Freedom Bank (Jasper Indiana) | $100,001 - $250,000 | Joint | Other $26,986.00 | Other, (S Corporation Distributions) | 2024 |
- German American Bank (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2024 |
ACGIX ACGIX- Invesco Growth and Income A | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2024 |
- Ziegler Farm House | $100,001 - $250,000 | Joint | None (or less than $201) | Rent/Royalties, | 2024 |
- Freedom Bank (Jasper Indiana) | $100,001 - $250,000 | Joint | Other $20,416.00 | Other, (S Corporation Distributions) | 2024 |
- CIBC Bank USA | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Interest, | 2024 |
- German American Bank | $100,001 - $250,000 | Self | $201 - $1,000 | None, | 2024 |
- German American Bank (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2024 |
ACGIX ACGIX- Invesco Growth and Income A | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2024 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2024 |
- Investment Company of America Fd A | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2024 |
VBIAX VBIAX- Vanguard Balanced Index Fd Admiral Shs | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2024 |
- Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2024 |
ACTHX ACTHX- Invesco High Yield Municipal A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Interest, | 2024 |
- Ziegler Farm House | $100,001 - $250,000 | Joint | None (or less than $201) | Rent/Royalties, | 2024 |
- Maple Land, LLC | $100,001 - $250,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2024 |
CWGIX CWGIX- American Funds Capital World Growth and Income Fun | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2024 |
AEPGX AEPGX- American Funds Europacific Growth A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2024 |
- Investment Company of America Fd A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2024 |
- Indianapolis IN Loc Pub Impt | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2024 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2024 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2024 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2024 |
JRSMM JRSMM- Edward Jones Money Market Fund - Retirement Shar | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2024 |
CWGIX CWGIX- American Funds Capital World Growth and Income Fun | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2024 |
- Indianapolis IN Loc Pub Impt | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2024 |
JRSMM JRSMM- Edward Jones Money Market Fund - Retirement Shar | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Interest, | 2024 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2024 |
- BMO Harris Bank US | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2024 |
ACSTX ACSTX- Invesco Comstock A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2024 |
FRVFX FRVFX- Franklin Small Cap Value Fund Class C | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- Maple Land, LLC | $15,001 - $50,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2024 |
- Zionsville IN Cmnty Schs Bldg Corp | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2024 |
- INPRS 2020 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Capital Gains, Excepted Investment Fund, | 2024 |
- INPRS 2020 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- FIAM LLC PD International Large Cap Indx | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2024 |
AEPGX AEPGX- American Funds Europacific Growth A | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- BlackRock Large Cap Value Indx | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2024 |
ACSTX ACSTX- Invesco Comstock A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2024 |
- BlackRock Large Cap Growth Index | $15,001 - $50,000 | Self | $1,001 - $2,500 | Capital Gains, | 2024 |
VWIGX VWIGX- Vanguard International Growth Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
PSKCX PSKCX- Virtus Kar Mid-Cap Growth Fund C | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- Maple Land, LLC | $15,001 - $50,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2024 |
FRVFX FRVFX- Franklin Small Cap Value Fund Class C | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- BlackRock Large Cap Value Indx | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2024 |
- BlackRock Large Cap Growth Index | $15,001 - $50,000 | Self | $1,001 - $2,500 | Capital Gains, | 2024 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Capital Gains, Excepted Investment Fund, | 2024 |
- Zionsville IN Cmnty Schs Bldg Corp | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2024 |
JPM JPM- JPMorgan Chase & Co. | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2024 |
VWIGX VWIGX- Vanguard International Growth Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
PSKCX PSKCX- Virtus Kar Mid-Cap Growth Fund C | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- State Street Global Advisors Corporate Bond | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2024 |
- FIAM LLC PD Emerging Mkts Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- FIAM LLC PD International Large Cap Indx | $1,001 - $15,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2024 |
JPM JPM- JPMorgan Chase & Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2024 |
- Edward Jones | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2024 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2024 |
- State of Indiana Public Employee Deferred Compensation Plan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- German American Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2024 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- State of Indiana Public Employee Deferred Compensation Plan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- German American Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2024 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2024 |
- BlackRock Small Cap Value Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- BlackRock Small Cap Grwth Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- State Stree Global Advisors Aggregate Bond Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2024 |
- State Street Global Advosors High Yld Bond Mkt | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2024 |
- BlackRock Mid-Cap Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- BlackRock Small Cap Value Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- FIAM LLC PD Emerging Mkts Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- Edward Jones | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2024 |
LNC LNC- Lincoln National Corporation | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | Interest, | 2024 |
LNC LNC- Lincoln National Corporation | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | Interest, | 2024 |
- State Street Global Advisors Corporate Bond | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2024 |
- State Stree Global Advisors Aggregate Bond Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2024 |
- State Street Global Advosors High Yld Bond Mkt | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2024 |
- BlackRock Mid-Cap Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- BlackRock Small Cap Grwth Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2024 |
- Voya Fixed Account (4450) | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
- CSXAX - Calvert U.S. Large-Cap Core Responsible Index Fun | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
MGRPX MGRPX- Msif Growth Portfolio Class Is | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
VEIRX VEIRX- Vanguard Equity Income Fund Admiral Shares | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
FSSNX FSSNX- Fidelity Small Cap Index Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
- Voya Fixed Account (4450) | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
- CSXAX - Calvert U.S. Large-Cap Core Responsible Index Fun | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
MGRPX MGRPX- Msif Growth Portfolio Class Is | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
FSSNX FSSNX- Fidelity Small Cap Index Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
VEIRX VEIRX- Vanguard Equity Income Fund Admiral Shares | None (or less than $1,001) | Self | None (or less than $201) | None, | 2024 |
- Edward D Jones | Joint | 2024 | |||
- Pacific Life Variable Annuity | Self | 2024 | |||
- Maple Land, LLC (50% ownership) | Self | 2024 | |||
- Voya Financial (Meyer Distributing Inc. 401-k plan) | Self | 2024 | |||
- Pacific Life Variable Annuity | Self | 2024 | |||
- Edward D Jones | Joint | 2024 | |||
- Edward D Jones | Self | 2024 | |||
- Edward D Jones | Spouse | 2024 | |||
- Edward D Jones | Joint | 2024 | |||
- Indiana Legislators' Defined Contribution Fund | Self | 2024 | |||
- Edward D Jones | Self | 2024 | |||
- Maple Land, LLC (50% ownership) | Self | 2024 | |||
- Edward D Jones | Spouse | 2024 | |||
- Edward D Jones | Joint | 2024 | |||
- Voya Financial (Meyer Distributing Inc. 401-k plan) | Self | 2024 | |||
- Indiana Legislators' Defined Contribution Fund | Self | 2024 | |||
- Timber Ground (Jasper, IN) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2023 |
- Ziegler Farm | $1,000,001 - $5,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2023 |
- Meyer Distributing, Inc | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2023 |
- Rural Properties | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2023 |
- Meyer Logistics, Inc | $500,001 - $1,000,000 | Self | None (or less than $201) | Dividends, | 2023 |
GABC GABC- German American Bancorp, Inc. | $500,001 - $1,000,000 | Spouse | $15,001 - $50,000 | Dividends, | 2023 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2023 |
- Springs Valley Bank & Trust | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Dividends, | 2023 |
- Maple Land, LLC | $250,001 - $500,000 | Self | $100,001 - $1,000,000Other $64,920.00 | Rent/Royalties, Other, (Ordinary business income from K-1) | 2023 |
- Retail Store Land & Building - Finishing Touches | $250,001 - $500,000 | Joint | None (or less than $201) | Rent/Royalties, | 2023 |
- German American Bank | $250,001 - $500,000 | Self | $201 - $1,000 | None, | 2023 |
- B&R | $250,001 - $500,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2023 |
- Freedom Bank (Jasper Indiana) | $100,001 - $250,000 | Joint | Other $26,986.00 | Other, (S Corporation Distributions) | 2023 |
VBIAX VBIAX- Vanguard Balanced Index Fd Admiral Shs | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2023 |
- Retail Inventory & Equipment (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2023 |
- Ziegler Farm House | $100,001 - $250,000 | Joint | None (or less than $201) | Rent/Royalties, | 2023 |
- German American Bank (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2023 |
ACGIX ACGIX- Invesco Growth and Income A | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2023 |
ACTHX ACTHX- Invesco High Yield Municipal A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Interest, | 2023 |
- Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2023 |
- Indianapolis IN Loc Pub Impt | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2023 |
- Investment Company of America Fd A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2023 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2023 |
CWGIX CWGIX- American Funds Capital World Growth and Income Fun | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
JRSMM JRSMM- Edward Jones Money Market Fund - Retirement Shar | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2023 |
- BlackRock Large Cap Value Indx | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2023 |
ACSTX ACSTX- Invesco Comstock A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2023 |
FRVFX FRVFX- Franklin Small Cap Value Fund Class C | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Capital Gains, Excepted Investment Fund, | 2023 |
AEPGX AEPGX- American Funds Europacific Growth A | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- Maple Land, LLC | $15,001 - $50,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2023 |
- Zionsville IN Cmnty Schs Bldg Corp | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2023 |
- INPRS 2020 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
PSKCX PSKCX- Virtus Kar Mid-Cap Growth Fund C | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- BlackRock Large Cap Growth Index | $15,001 - $50,000 | Self | $1,001 - $2,500 | Capital Gains, | 2023 |
LNC LNC- Lincoln National Corporation | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | Interest, | 2023 |
- BlackRock Mid-Cap Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2023 |
- State Street Global Advisors Corporate Bond | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2023 |
- State Stree Global Advisors Aggregate Bond Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2023 |
- State Street Global Advosors High Yld Bond Mkt | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2023 |
- BlackRock Small Cap Grwth Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- BlackRock Small Cap Value Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- FIAM LLC PD Emerging Mkts Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2023 |
- FIAM LLC PD International Large Cap Indx | $1,001 - $15,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2023 |
JPM JPM- JPMorgan Chase & Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2023 |
- Edward Jones | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2023 |
- State of Indiana Public Employee Deferred Compensation Plan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- German American Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2023 |
- CSXAX - Calvert U.S. Large-Cap Core Responsible Index Fun | None (or less than $1,001) | Self | None (or less than $201) | None, | 2023 |
VEIRX VEIRX- Vanguard Equity Income Fund Admiral Shares | None (or less than $1,001) | Self | None (or less than $201) | None, | 2023 |
- Voya Fixed Account (4450) | None (or less than $1,001) | Self | None (or less than $201) | None, | 2023 |
FSSNX FSSNX- Fidelity Small Cap Index Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2023 |
MGRPX MGRPX- Msif Growth Portfolio Class Is | None (or less than $1,001) | Self | None (or less than $201) | None, | 2023 |
- Edward D Jones | Joint | 2023 | |||
- Maple Land, LLC (50% ownership) | Self | 2023 | |||
- Pacific Life Variable Annuity | Self | 2023 | |||
- Indiana Legislators' Defined Contribution Fund | Self | 2023 | |||
- Voya Financial (Meyer Distributing Inc. 401-k plan) | Self | 2023 | |||
- Edward D Jones | Joint | 2023 | |||
- Edward D Jones | Self | 2023 | |||
- Edward D Jones | Spouse | 2023 | |||
- Ziegler Farm | $1,000,001 - $5,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2022 |
- Meyer Distributing, Inc | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2022 |
- Timber Ground (Jasper, IN) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2022 |
- Meyer Distributing, Inc | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2022 |
- Ziegler Farm | $1,000,001 - $5,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2022 |
- Timber Ground (Jasper, IN) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2022 |
- Rural Properties | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2022 |
- Rural Properties | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2022 |
- Springs Valley Bank & Trust | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Dividends, | 2022 |
- Meyer Logistics, Inc | $500,001 - $1,000,000 | Self | None (or less than $201) | Dividends, | 2022 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2022 |
GABC GABC- German American Bancorp, Inc. | $500,001 - $1,000,000 | Spouse | $5,001 - $15,000 | Dividends, | 2022 |
GABC GABC- German American Bancorp, Inc. | $500,001 - $1,000,000 | Spouse | $5,001 - $15,000 | Dividends, | 2022 |
- Springs Valley Bank & Trust | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Dividends, | 2022 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2022 |
- Meyer Logistics, Inc | $500,001 - $1,000,000 | Self | None (or less than $201) | Dividends, | 2022 |
- Maple Land, LLC | $250,001 - $500,000 | Self | $100,001 - $1,000,000Other $332,080.00 | Rent/Royalties, Other, (Ordinary business income from K-1) | 2022 |
- Retail Store Land & Building - Finishing Touches | $250,001 - $500,000 | Joint | None (or less than $201) | Rent/Royalties, | 2022 |
- Maple Land, LLC | $250,001 - $500,000 | Self | $100,001 - $1,000,000Other $332,080.00 | Rent/Royalties, Other, (Ordinary business income from K-1) | 2022 |
- B&R | $250,001 - $500,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2022 |
- Retail Store Land & Building - Finishing Touches | $250,001 - $500,000 | Joint | None (or less than $201) | Rent/Royalties, | 2022 |
- B&R | $250,001 - $500,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2022 |
- German American Bank (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2022 |
- Ziegler Farm House | $100,001 - $250,000 | Joint | None (or less than $201) | Rent/Royalties, | 2022 |
ACTHX ACTHX- Invesco High Yield Municipal A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Interest, | 2022 |
- Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2022 |
- Retail Inventory & Equipment (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2022 |
- German American Bank | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
ACGIX ACGIX- Invesco Growth and Income A | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2022 |
- Freedom Bank (Jasper Indiana) | $100,001 - $250,000 | Joint | Other $35,856.00 | Other, (S Corporation Distributions) | 2022 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
VBIAX VBIAX- Vanguard Balanced Index Fd Admiral Shs | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
- German American Bank | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
- German American Bank (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2022 |
ACGIX ACGIX- Invesco Growth and Income A | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2022 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
VBIAX VBIAX- Vanguard Balanced Index Fd Admiral Shs | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
- Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2022 |
ACTHX ACTHX- Invesco High Yield Municipal A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Interest, | 2022 |
- Ziegler Farm House | $100,001 - $250,000 | Joint | None (or less than $201) | Rent/Royalties, | 2022 |
- Retail Inventory & Equipment (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2022 |
- Freedom Bank (Jasper Indiana) | $100,001 - $250,000 | Joint | Other $35,856.00 | Other, (S Corporation Distributions) | 2022 |
- Indianapolis IN Loc Pub Impt | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2022 |
CWGIX CWGIX- American Funds Capital World Growth and Income Fun | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2022 |
AEPGX AEPGX- American Funds Europacific Growth A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2022 |
PSKCX PSKCX- Virtus Kar Mid-Cap Growth Fund C | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2022 |
PSKCX PSKCX- Virtus Kar Mid-Cap Growth Fund C | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2022 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2022 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2022 |
- Investment Company of America Fd A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2022 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2022 |
- Leander Texas Independent Sch Dist Cap Apprec. Rfdg Ser A G.O. | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2022 |
- Leander Texas Independent Sch Dist Cap Apprec. Rfdg Ser A G.O. | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2022 |
CWGIX CWGIX- American Funds Capital World Growth and Income Fun | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2022 |
AEPGX AEPGX- American Funds Europacific Growth A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2022 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2022 |
- Investment Company of America Fd A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2022 |
- Indianapolis IN Loc Pub Impt | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2022 |
- INPRS 2020 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
- Maple Land, LLC | $15,001 - $50,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2022 |
ACSTX ACSTX- Invesco Comstock A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- BlackRock Large Cap Value Indx | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2022 |
- INPRS 2020 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
FRVFX FRVFX- Franklin Small Cap Value Fund Class C | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
- BlackRock Mid-Cap Indx | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- FIAM LLC PD International Large Cap Indx | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2022 |
LNC LNC- Lincoln National Corporation | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Interest, | 2022 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Capital Gains, Excepted Investment Fund, | 2022 |
FRVFX FRVFX- Franklin Small Cap Value Fund Class C | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
- Zionsville IN Cmnty Schs Bldg Corp | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2022 |
LNC LNC- Lincoln National Corporation | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Interest, | 2022 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Capital Gains, Excepted Investment Fund, | 2022 |
- Zionsville IN Cmnty Schs Bldg Corp | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2022 |
- BlackRock Large Cap Growth Index | $15,001 - $50,000 | Self | $1,001 - $2,500 | Capital Gains, | 2022 |
- BlackRock Large Cap Value Indx | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2022 |
- BlackRock Mid-Cap Indx | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- FIAM LLC PD International Large Cap Indx | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2022 |
- Maple Land, LLC | $15,001 - $50,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2022 |
- BlackRock Large Cap Growth Index | $15,001 - $50,000 | Self | $1,001 - $2,500 | Capital Gains, | 2022 |
ACSTX ACSTX- Invesco Comstock A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
- German American Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2022 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
JPM JPM- JPMorgan Chase & Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2022 |
- Edward Jones | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2022 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2022 |
- State Street Global Advisors Corporate Bond | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2022 |
- State Stree Global Advisors Aggregate Bond Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2022 |
- BlackRock Small Cap Grwth Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- State of Indiana Public Employee Deferred Compensation Plan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- German American Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2022 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2022 |
- State of Indiana Public Employee Deferred Compensation Plan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- State Street Global Advisors Corporate Bond | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2022 |
- State Stree Global Advisors Aggregate Bond Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2022 |
- State Street Global Advosors High Yld Bond Mkt | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2022 |
- BlackRock Small Cap Grwth Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- BlackRock Small Cap Value Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- FIAM LLC PD Emerging Mkts Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- State Street Global Advosors High Yld Bond Mkt | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2022 |
JPM JPM- JPMorgan Chase & Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2022 |
- Edward Jones | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2022 |
- BlackRock Small Cap Value Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- FIAM LLC PD Emerging Mkts Indx | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
MGRPX MGRPX- Msif Growth Portfolio Class Is | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- Fifth Third Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2022 |
- CSXAX - Calvert U.S. Large-Cap Core Responsible Index Fun | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
VEIRX VEIRX- Vanguard Equity Income Fund Admiral Shares | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- Norman Contract | None (or less than $1,001) | Self | $201 - $1,000 | Interest, | 2022 |
- Voya Fixed Account (4450) | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- Fifth Third Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2022 |
VEIRX VEIRX- Vanguard Equity Income Fund Admiral Shares | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- CSXAX - Calvert U.S. Large-Cap Core Responsible Index Fun | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
FSSNX FSSNX- Fidelity Small Cap Index Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- Norman Contract | None (or less than $1,001) | Self | $201 - $1,000 | Interest, | 2022 |
MGRPX MGRPX- Msif Growth Portfolio Class Is | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- Voya Fixed Account (4450) | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
FSSNX FSSNX- Fidelity Small Cap Index Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- Edward D Jones | Self | 2022 | |||
- Voya Financial (Meyer Distributing Inc. 401-k plan) | Self | 2022 | |||
- Edward D Jones | Joint | 2022 | |||
- Maple Land, LLC (50% ownership) | Self | 2022 | |||
- Edward D Jones | Spouse | 2022 | |||
- Voya Financial (Meyer Distributing Inc. 401-k plan) | Self | 2022 | |||
- Indiana Legislators' Defined Contribution Fund | Self | 2022 | |||
- Edward D Jones | Joint | 2022 | |||
- Edward D Jones | Spouse | 2022 | |||
- Edward D Jones | Self | 2022 | |||
- Indiana Legislators' Defined Contribution Fund | Self | 2022 | |||
- Maple Land, LLC (50% ownership) | Self | 2022 | |||
- Pacific Life Variable Annuity | Self | 2022 | |||
- Edward D Jones | Joint | 2022 | |||
- Pacific Life Variable Annuity | Self | 2022 | |||
- Edward D Jones | Joint | 2022 | |||
- Meyer Distributing, Inc | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2021 |
- Rural Properties | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2021 |
- Timber Ground (Jasper, IN) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2021 |
- Ziegler Farm | $1,000,001 - $5,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2021 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $50,001 - $100,000 | Rent/Royalties, | 2021 |
- Springs Valley Bank & Trust | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Dividends, | 2021 |
GABC GABC- German American Bancorp, Inc. | $500,001 - $1,000,000 | Spouse | $5,001 - $15,000 | Dividends, | 2021 |
- B&R | $250,001 - $500,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2021 |
- Maple Land, LLC | $250,001 - $500,000 | Self | $50,001 - $100,000 | Rent/Royalties, | 2021 |
- Meyer Logistics, Inc | $250,001 - $500,000 | Self | None (or less than $201) | Dividends, | 2021 |
- German American Bank | $250,001 - $500,000 | Self | None (or less than $201) | None, | 2021 |
- Retail Store Land & Building - Finishing Touches | $250,001 - $500,000 | Joint | $50,001 - $100,000Other $60,000.00 | Rent/Royalties, Other, (Retail Sale profits) | 2021 |
- German American Bank (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2021 |
- RIDAX - American Funds Income Fund of Amer R1 | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2021 |
ACGIX ACGIX- Invesco Growth and Income A | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2021 |
ACTHX ACTHX- Invesco High Yield Municipal A | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Interest, | 2021 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2021 |
- Freedom Bank (Jasper Indiana) | $100,001 - $250,000 | Joint | Other $33,035.00 | Other, (S Corporation Distributions) | 2021 |
- Ziegler Farm House | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Rent/Royalties, | 2021 |
- Retail Inventory & Equipment (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2021 |
- Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2021 |
KAUFX KAUFX- Federated Kaufmann R | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2021 |
- Indianapolis IN Loc Pub Impt | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2021 |
- Leander Texas Independent Sch Dist Cap Apprec. Rfdg Ser A G.O. | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2021 |
CWGIX CWGIX- American Funds Capital World Growth and Income Fun | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2021 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2021 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2021 |
AEPGX AEPGX- American Funds Europacific Growth A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2021 |
- Investment Company of America Fd A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2021 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2021 |
- Zionsville IN Cmnty Schs Bldg Corp | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2021 |
RERAX RERAX- American Funds Europacific Growth R1 | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
ACSTX ACSTX- Invesco Comstock A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
- INPRS 2020 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
FVFRX FVFRX- Franklin Small Cap Value R | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
- Maple Land, LLC | $15,001 - $50,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2021 |
LNC LNC- Lincoln National Corporation | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Interest, | 2021 |
- Boston Partners Mid-Cap Value | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Invesco Oppenheimer Main Street Core | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Pacific Asset Management Core Income | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- PIMCO Managed Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2021 |
- Western Asset Management Diversified Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2021 |
- Wellington International Value Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Principal Real Estate Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- JP Morgan Intermediate Term Bond | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2021 |
TWVLX TWVLX- American Century Value Fund Investor Class | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Interest, | 2021 |
MFEGX MFEGX- MFS Growth Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2021 |
JPM JPM- JPMorgan Chase & Co. | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2021 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2021 |
- Edward Jones | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2021 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Norman Contract | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2021 |
- T Rowe Price Short Duration Bond Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Pacific Asset Management High Yield Bond Fund | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2021 |
EMCIX EMCIX- Ashmore Emerging Mkts Corp Debt Instl | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2021 |
SAIFX SAIFX- ClearBridge Large Cap Value I | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
JVAIX JVAIX- JPMorgan Value Advantage L | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- BlackRock Equity Index Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- T. Rowe Price Dividend Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- BlackRock Large-Cap Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
MAGWX MAGWX- MFS Growth Allocation A | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Ivy Mid-Cap Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- BlackRock Small-Cap Index | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- MFS International Large-Cap | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- QS Investors International Small Cap | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- Invesco Oppenheimer Emerging Markets | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- State of Indiana Public Employee Deferred Compensation Plan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- German American Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2021 |
- Scout Investments Mid-Cap Equity | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- MUETX - MFS Blended Research Core Equity Fund Class R2 | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
- Mass Mutual | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
RGAAX RGAAX- American Funds Growth Fund of Amer R1 | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
SAMVX SAMVX- Virtus Ceredex Mid-Cap Value Equity A | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
- MFS Small-Cap Growth | None (or less than $1,001) | Self | None (or less than $201) | Capital Gains, | 2021 |
- Franklin Templeton/BlackRock Small-Cap Equity | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
PLFDX PLFDX- Pacific Funds Floating Rate Income Adv | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
- Fifth Third Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2021 |
MRDVX MRDVX- BlackRock Equity Dividend R | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
SCYVX SCYVX- AB Small Cap Value Advisor | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
- Indiana Legislators' Defined Contribution Fund | Self | 2021 | |||
- Edward D Jones | Joint | 2021 | |||
- Edward D Jones | Joint | 2021 | |||
- Edward D Jones | Spouse | 2021 | |||
- Pacific Life Variable Annuity | Self | 2021 | |||
- Maple Land, LLC (50% ownership) | Self | 2021 | |||
- Mass Mutual (Meyer Distributing Inc. 401-k plan) | Self | 2021 | |||
- Edward D Jones | Self | 2021 | |||
- Ziegler Farm | $1,000,001 - $5,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2020 |
- Rural Properties | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2020 |
- Timber Ground (Jasper, IN) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2020 |
- Meyer Distributing, Inc | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2020 |
- Timber Ground (Jasper, IN) | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2020 |
- Rural Properties | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2020 |
- Ziegler Farm | $1,000,001 - $5,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2020 |
- Meyer Distributing, Inc | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2020 |
- Springs Valley Bank & Trust | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Dividends, | 2020 |
GABC GABC- German American Bancorp, Inc. | $500,001 - $1,000,000 | Spouse | $5,001 - $15,000 | Dividends, | 2020 |
GABC GABC- German American Bancorp, Inc. | $500,001 - $1,000,000 | Spouse | $5,001 - $15,000 | Dividends, | 2020 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $50,001 - $100,000 | Rent/Royalties, | 2020 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $50,001 - $100,000 | Rent/Royalties, | 2020 |
- Springs Valley Bank & Trust | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Dividends, | 2020 |
- Retail Store Land & Building - Finishing Touches | $250,001 - $500,000 | Joint | $50,001 - $100,000Other $60,000.00 | Rent/Royalties, Other, (Retail Sale profits) | 2020 |
- B&R | $250,001 - $500,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2020 |
- Meyer Logistics, Inc | $250,001 - $500,000 | Self | None (or less than $201) | Dividends, | 2020 |
- Retail Store Land & Building - Finishing Touches | $250,001 - $500,000 | Joint | $50,001 - $100,000Other $60,000.00 | Rent/Royalties, Other, (Retail Sale profits) | 2020 |
- Maple Land, LLC | $250,001 - $500,000 | Self | $50,001 - $100,000 | Rent/Royalties, | 2020 |
- Meyer Logistics, Inc | $250,001 - $500,000 | Self | None (or less than $201) | Dividends, | 2020 |
- B&R | $250,001 - $500,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2020 |
- Maple Land, LLC | $250,001 - $500,000 | Self | $50,001 - $100,000 | Rent/Royalties, | 2020 |
- German American Bank | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2020 |
- German American Bank | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2020 |
- German American Bank (Finishing Touches) | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2020 |
ACGIX ACGIX- Invesco Growth and Income A | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2020 |
- Ziegler Farm House | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Rent/Royalties, | 2020 |
- Retail Inventory & Equipment (Finishing Touches) | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2020 |
- Freedom Bank (Jasper Indiana) | $100,001 - $250,000 | Joint | Other $33,035.00 | Other, (S Corporation Distributions) | 2020 |
ACTHX ACTHX- Invesco High Yield Municipal A | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Interest, | 2020 |
- Freedom Bank (Jasper Indiana) | $100,001 - $250,000 | Joint | Other $33,035.00 | Other, (S Corporation Distributions) | 2020 |
- RIDAX - American Funds Income Fund of Amer R1 | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2020 |
- Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2020 |
- Retail Inventory & Equipment (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2020 |
- RIDAX - American Funds Income Fund of Amer R1 | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2020 |
- German American Bank (Finishing Touches) | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2020 |
ACGIX ACGIX- Invesco Growth and Income A | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2020 |
- Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond | $100,001 - $250,000 | Joint | None (or less than $201) | Interest, | 2020 |
ACTHX ACTHX- Invesco High Yield Municipal A | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Interest, | 2020 |
- Ziegler Farm House | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Rent/Royalties, | 2020 |
- Indianapolis IN Loc Pub Impt | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2020 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2020 |
- Indianapolis IN Loc Pub Impt | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2020 |
- Leander Texas Independent Sch Dist Cap Apprec. Rfdg Ser A G.O. | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2020 |
CWGIX CWGIX- American Funds Capital World Growth and Income Fun | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
- Investment Company of America Fd A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2020 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
- Investment Company of America Fd A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
CWGIX CWGIX- American Funds Capital World Growth and Income Fun | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
- Leander Texas Independent Sch Dist Cap Apprec. Rfdg Ser A G.O. | $50,001 - $100,000 | Joint | None (or less than $201) | Interest, | 2020 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2020 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2020 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
RERAX RERAX- American Funds Europacific Growth R1 | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- Maple Land, LLC | $15,001 - $50,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2020 |
- Maple Land, LLC | $15,001 - $50,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2020 |
KAUFX KAUFX- Federated Kaufmann R | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
FVFRX FVFRX- Franklin Small Cap Value R | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
AEPGX AEPGX- American Funds Europacific Growth A | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
ACSTX ACSTX- Invesco Comstock A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2020 |
FVFRX FVFRX- Franklin Small Cap Value R | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
ACSTX ACSTX- Invesco Comstock A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2020 |
LNC LNC- Lincoln National Corporation | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Interest, | 2020 |
- Zionsville IN Cmnty Schs Bldg Corp | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2020 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2020 |
- L Income Fund - TSP | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
LNC LNC- Lincoln National Corporation | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Interest, | 2020 |
- L Income Fund - TSP | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
KAUFX KAUFX- Federated Kaufmann R | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
RERAX RERAX- American Funds Europacific Growth R1 | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
AEPGX AEPGX- American Funds Europacific Growth A | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- INPRS 2020 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- Zionsville IN Cmnty Schs Bldg Corp | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2020 |
- Note Receivable (Hickory Ridge) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Interest, | 2020 |
- Note Receivable (Hickory Ridge) | $15,001 - $50,000 | Self | $2,501 - $5,000 | Interest, | 2020 |
- INPRS 2020 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
SAIFX SAIFX- ClearBridge Large Cap Value I | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Principal Real Estate Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
- Fifth Third Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
EMCIX EMCIX- Ashmore Emerging Mkts Corp Debt Instl | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
- UBS/MCG Currency Strategies | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
ACSTX ACSTX- Invesco Comstock A | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
JVAIX JVAIX- JPMorgan Value Advantage L | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- BlackRock Equity Index Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Oppenheimer Main Street Core | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- T. Rowe Price Dividend Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- BlackRock Large-Cap Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
MAGWX MAGWX- MFS Growth Allocation A | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Boston Partners Mid-Cap Value | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Scout Investments Mid-Cap Equity | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Ivy Funds Mid-Cap Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- MFS International Large-Cap | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- QS Investors International Small Cap | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Oppenheimer Emerging Markets | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Wellington International Value Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- German American Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2020 |
- T Rowe Price Short Duration Bond Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
JPM JPM- JPMorgan Chase & Co. | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2020 |
- Pacific Asset Management Core Income | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- PIMCO Managed Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
- Western Asset Management Diversified Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
- Pacific Asset Management High Yield Bond Fund | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
- Edward Jones | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2020 |
- Norman Contract | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
- Note Receivable | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
- State of Indiana Public Employee Deferred Compensation Plan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
- Fifth Third Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
- Pacific Asset Management Core Income | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- PIMCO Managed Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
- Western Asset Management Diversified Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
- German American Bank | $1,001 - $15,000 | Joint | None (or less than $201) | None, | 2020 |
- Pacific Asset Management High Yield Bond Fund | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
EMCIX EMCIX- Ashmore Emerging Mkts Corp Debt Instl | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
- UBS/MCG Currency Strategies | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
SAIFX SAIFX- ClearBridge Large Cap Value I | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
ACSTX ACSTX- Invesco Comstock A | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
JVAIX JVAIX- JPMorgan Value Advantage L | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- BlackRock Equity Index Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Oppenheimer Main Street Core | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- T. Rowe Price Dividend Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- BlackRock Large-Cap Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
MAGWX MAGWX- MFS Growth Allocation A | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Boston Partners Mid-Cap Value | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Scout Investments Mid-Cap Equity | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Ivy Funds Mid-Cap Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- MFS International Large-Cap | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- QS Investors International Small Cap | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Oppenheimer Emerging Markets | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Wellington International Value Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Principal Real Estate Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- T Rowe Price Short Duration Bond Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
JPM JPM- JPMorgan Chase & Co. | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2020 |
- Edward Jones | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2020 |
- Norman Contract | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
- Note Receivable | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2020 |
- State of Indiana Public Employee Deferred Compensation Plan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- BlackRock Small-Cap Index | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Franklin Templeton/BlackRock Small-Cap Equity | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Lord Abbett Developing Growth | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Rothschild Small-Cap Growth | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- AQR Equity Long/Short Portfolio | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
MRDVX MRDVX- BlackRock Equity Dividend R | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
SAMVX SAMVX- Virtus Ceredex Mid-Cap Value Equity A | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- PIMCO Inflation Managed Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Mass Mutual | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- AQR Equity Long/Short Portfolio | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Barings Inflation Strategy | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Rothschild Small-Cap Growth | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
SAMVX SAMVX- Virtus Ceredex Mid-Cap Value Equity A | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Mass Mutual | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
RGAAX RGAAX- American Funds Growth Fund of Amer R1 | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
MRDVX MRDVX- BlackRock Equity Dividend R | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- MUETX - MFS Blended Research Core Equity Fund Class R2 | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- PIMCO Inflation Managed Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Lord Abbett Developing Growth | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
PLFDX PLFDX- Pacific Funds Floating Rate Income Adv | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Eaton Vance Global Absolute Return Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Franklin Templeton/BlackRock Small-Cap Equity | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- BlackRock Small-Cap Index | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
SCYVX SCYVX- AB Small Cap Value Advisor | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Barings Inflation Strategy | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Eaton Vance Global Absolute Return Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
RGAAX RGAAX- American Funds Growth Fund of Amer R1 | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
PLFDX PLFDX- Pacific Funds Floating Rate Income Adv | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- MUETX - MFS Blended Research Core Equity Fund Class R2 | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
SCYVX SCYVX- AB Small Cap Value Advisor | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Mass Mutual (Meyer Distributing Inc. 401-k plan) | Self | 2020 | |||
- Edward D Jones | Joint | 2020 | |||
- Indiana Legislators' Defined Contribution Fund | Self | 2020 | |||
- Edward D Jones | Self | 2020 | |||
- Edward D Jones | Joint | 2020 | |||
- Edward D Jones | Joint | 2020 | |||
- Edward D Jones | Spouse | 2020 | |||
- Edward D Jones | Self | 2020 | |||
- Federal Thrift Savings Plan | Self | 2020 | |||
- Federal Thrift Savings Plan | Self | 2020 | |||
- Edward D Jones | Joint | 2020 | |||
- Maple Land, LLC (50% ownership) | Self | 2020 | |||
- Pacific Life Variable Annuity | Self | 2020 | |||
- Edward D Jones | Spouse | 2020 | |||
- Indiana Legislators' Defined Contribution Fund | Self | 2020 | |||
- Maple Land, LLC (50% ownership) | Self | 2020 | |||
- Mass Mutual (Meyer Distributing Inc. 401-k plan) | Self | 2020 | |||
- Pacific Life Variable Annuity | Self | 2020 | |||
- Timber Ground (Jasper, IN) | $5,000,001 - $25,000,000 | Self | $50,001 - $100,000 | Rent/Royalties, | 2019 |
- Meyer Distributing, Inc | $1,000,001 - $5,000,000 | Self | None (or less than $201) | Dividends, | 2019 |
- Rural Properties | $1,000,001 - $5,000,000 | Self | $15,001 - $50,000 | Rent/Royalties, | 2019 |
- Ziegler Farm | $1,000,001 - $5,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2019 |
GABC GABC- German American Bancorp, Inc. | $500,001 - $1,000,000 | Spouse | $5,001 - $15,000 | Dividends, | 2019 |
- Maple Land, LLC | $500,001 - $1,000,000 | Self | $50,001 - $100,000 | Rent/Royalties, | 2019 |
- Springs Valley Bank & Trust | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Dividends, | 2019 |
- Meyer Logistics, Inc | $250,001 - $500,000 | Self | None (or less than $201) | Dividends, | 2019 |
- Maple Land, LLC | $250,001 - $500,000 | Self | $50,001 - $100,000 | Rent/Royalties, | 2019 |
- B&R | $250,001 - $500,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2019 |
- Retail Store Land & Building - Finishing Touches | $250,001 - $500,000 | Joint | $50,001 - $100,000Other $60,000.00 | Rent/Royalties, Other, (Retail Sale profits) | 2019 |
ACTHX ACTHX- Invesco High Yield Municipal A | $100,001 - $250,000 | Joint | $2,501 - $5,000 | Interest, | 2019 |
- Ziegler Farm House | $100,001 - $250,000 | Joint | $1,001 - $2,500 | Rent/Royalties, | 2019 |
- Note Receivable (Mother Earth) | $100,001 - $250,000 | Self | $15,001 - $50,000 | Interest, | 2019 |
ACGIX ACGIX- Invesco Growth and Income A | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2019 |
- RIDAX - American Funds Income Fund of Amer R1 | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2019 |
- Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Interest, | 2019 |
- German American Bank (Finishing Touches) | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2019 |
- German American Bank | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2019 |
- Freedom Bank (Jasper Indiana) | $100,001 - $250,000 | Joint | Other $30,000.00 | Other, (S Corporation Distributions) | 2019 |
- Retail Inventory & Equipment (Finishing Touches) | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2019 |
- Note Receivable (Hickory Ridge) | $50,001 - $100,000 | Self | $5,001 - $15,000 | Interest, | 2019 |
CWGIX CWGIX- American Funds Capital World Growth and Income Fun | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2019 |
- Indianapolis IN Loc Pub Impt | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2019 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2019 |
- Investment Company of America Fd A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2019 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2019 |
- Leander Texas Independent Sch Dist Cap Apprec. Rfdg Ser A G.O. | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Interest, | 2019 |
- Maple Land, LLC | $50,001 - $100,000 | Self | $5,001 - $15,000 | Rent/Royalties, | 2019 |
RERAX RERAX- American Funds Europacific Growth R1 | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- Washington State Motor Vehicle G.O. Bond dated 7/27/04 | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Interest, | 2019 |
- Zionsville IN Cmnty Schs Bldg Corp | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2019 |
ACSTX ACSTX- Invesco Comstock A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2019 |
FVFRX FVFRX- Franklin Small Cap Value R | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
AGTHX AGTHX- American Funds Growth Fund of Amer A | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Excepted Investment Fund, | 2019 |
KAUFX KAUFX- Federated Kaufmann R | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
AEPGX AEPGX- American Funds Europacific Growth A | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
LNC LNC- Lincoln National Corporation | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Interest, | 2019 |
- Maple Land, LLC | $15,001 - $50,000 | Self | $2,501 - $5,000 | Rent/Royalties, | 2019 |
- INPRS 2020 Fund | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
JPM JPM- JPMorgan Chase & Co. | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2019 |
- Pacific Asset Management Core Income | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- PIMCO Managed Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2019 |
- Western Asset Management Diversified Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2019 |
- Pacific Asset Management High Yield Bond Fund | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2019 |
EMCIX EMCIX- Ashmore Emerging Mkts Corp Debt Instl | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2019 |
- UBS/MCG Currency Strategies | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2019 |
- Norman Contract | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2019 |
- Note Receivable | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2019 |
- Oppenheimer Emerging Markets | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- QS Investors International Small Cap | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- MFS International Large-Cap | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Ivy Funds Mid-Cap Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Scout Investments Mid-Cap Equity | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Boston Partners Mid-Cap Value | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
MAGWX MAGWX- MFS Growth Allocation A | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- T. Rowe Price Dividend Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Oppenheimer Main Street Core | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- BlackRock Equity Index Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
JVAIX JVAIX- JPMorgan Value Advantage L | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
ACSTX ACSTX- Invesco Comstock A | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
SAIFX SAIFX- ClearBridge Large Cap Value I | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- BlackRock Large-Cap Growth | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Fifth Third Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2019 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2019 |
- Edward Jones | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2019 |
- State of Indiana Public Employee Deferred Compensation Plan | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Principal Real Estate Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- T Rowe Price Short Duration Bond Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Old National Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Wellington International Value Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Barings Inflation Strategy | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- PIMCO Inflation Managed Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
MRDVX MRDVX- BlackRock Equity Dividend R | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
RGAAX RGAAX- American Funds Growth Fund of Amer R1 | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- Mass Mutual | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
SAMVX SAMVX- Virtus Ceredex Mid-Cap Value Equity A | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- MUETX - MFS Blended Research Core Equity Fund Class R2 | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
SCYVX SCYVX- AB Small Cap Value Advisor | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- BlackRock Small-Cap Index | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- Eaton Vance Global Absolute Return Fund | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- Franklin Templeton/BlackRock Small-Cap Equity | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- Lord Abbett Developing Growth | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- Rothschild Small-Cap Growth | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- AQR Equity Long/Short Portfolio | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
PLFDX PLFDX- Pacific Funds Floating Rate Income Adv | None (or less than $1,001) | Self | None (or less than $201) | None, | 2019 |
- Edward D Jones | Joint | 2019 | |||
- Edward D Jones | Self | 2019 | |||
- Pacific Life Variable Annuity | Self | 2019 | |||
- Edward D Jones | Spouse | 2019 | |||
- Maple Land, LLC (50% ownership) | Self | 2019 | |||
- Indiana Legislators' Defined Contribution Fund | Self | 2019 | |||
- Edward D Jones | Joint | 2019 | |||
- Mass Mutual (401-k plan account) | Self | 2019 |
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