David C. Godbey

2015Annual

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Pull out the substance of this filing.

What was filed

  • 41

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Executorship, See Part VIL Lines 6-24
  • JPMorgan Chase Bank N A
  • Self emploved, attorney

As filed

Memill Lynch - Retirement (H) — Int/Div

Vanguard Institutional Index Fund — Buy (add'l)

Vanguard Short Term Investment Grade Fund ADM Class — Buy (add'l)

JPMorgan Chase Bank Account — Interest

Vanguard Wellington Fund Admiral — Int/Div — Sold (part)

JPMorgan Chase Bank Accounts DOD R16-14(2) — Interest

JP Morgan Chase Bank Account DOD 6-18-12 — Interest

Scottrade Brokerage #1 (H) — Int/Div

SPDR S&P S00 ETF Trust — Sold (part)

SPDR S&PMidcap 400ETF Tr — Sold (part)

Vanguard Int-Term Corp — Sold (part)

Vanguard FTSE Dev Mkts — Sold (part)

Bank deposit program (X)

Scottrade Brokerage #2 (H) (X) — Int./y

SPDR S&P S00 ETF Trust (X) — from line 9)

SPDR S&PMidcap 400ETF Tr (X) — from line 10)

Vanguard Int-Term Corp (X) — from lime 11)

Vanguard FTSE Dev Mkts (X) — from line 12)

Bank deposit program (X)

Riley James Matagorda Prospect LP DOD value &/18/12(Y)

Fergus Onl & Gas LLC DOD &/18/12 — Rovalty

Harbor Resources LLC DOD 6/18/12 (Y)

Harbor Resources LLC DOD value 6/18/12 (yy

Memill Lynch Brokerage DOD 8-16-14 (Y)

Schwab Brokerage #3 (H) — Int/Div

Sch Adv Cash Reserve

DFA One Year Fixed Inc Port Inst]

DFA Two Year Global Fixed Inc Port Inst!

DFA Emerging Mkts Sm Cap Port Inst]

DFA Emerging Mkts Value Port Instl

DFA Intl Sm Cap Grwth Inst)

DFA Intl Sm Cap Value Port Inst]

DFA Real Estate Secur Port Inst

DFA US Lg Cap Grwth Inst]

DFA US Lg Cap Value Port Instl

DFA US Micro Cap Port Inst]

DFAUS Sm Cap Grwth Inst]

DFA US Sm Cap Value Port Inst]

Vanguard Inter-Term Corp Bond Ix Ad — Int/Div

Vanguard Total Stock Mkt Idx Adm — Int/Div

Vanguard Prime MMA (X) — Int/Div

Executor 2 estates, Executorship, See Part VIL Lines 6-24

Liability — JPMorgan Chase Bank N A — Line of credit

Spouse's income — 2015 — Self emploved, attorney

Part VII, Lines 6 through 24 Respondent was Executor of rwo family member's estates. Dates of death were June 18,2012 and August 16, 2014,

Part VII, Lines 14 through 19 were added as a result of a distribution from the other estate's assets listed on lines 8 through 13.

Part VII, Line 41 was added as a result of an inheritance

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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