Timothy D. DeGiusti

2018Annual

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What was filed

  • 40

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Trust £1A and Trust #1B (#1 A and #B refer to separate accounts within the sume Trust)
  • Board of Directors, Federal Bar Association, Oklahoma City, Chapter
  • Andrews Davis Legg Bixler Milsten & Price (termination payments)

As filed

Bank of America accounts — Interest

US.-Employees O.C. Federal Credit Union — Interest

Allegiance Credit Union — Interest

Oklahoma College Savings Plan (Level of Risk - Conservative) — None

Oklahoma College Savings Plan (Level of Risk « Conservative) — None

Edward Jones - IRA #1 (H)

Cash - Held by Edward Jones Investments — None

Amencan Funds-Amcap Fd CIA — Int/Div

American Funds-Intermediate Bond Fund of Amenca — Int/Div

American Funds-American Balanced Fd — Int/Div

Lord Abbett Funds-Lord Abbett Intl Opptys Fd A. — Int/Div

Amencan Funds-EuroPacific Growth Fd A — Int/Div

Edward Jones - IRA #2 (H)

American Funds-New Perspective Fund A — Int/Div

American Funds-Amcap Fd CIA — Int/Div

Cash - Held by Edward Jones Investments — None

Amencan Funds-Amencan Balanced CIA — Int/Div

Lord Abbett Funds-Lord Abbet Int'l Opptys Fd A. — Int/Div

American Funds-Intermediate Bond Fund of Amenca — Int/Div

Trust #1A (H)

Edward Jones Money Market Investment Shares — Int/Div

Edward Jones Money Market Investment Shares — Int/Div — Sold

Trust 21B(H)

Edward Jones Money Market Investment Shares — Int/Div

Trust #2 (H)

Edward Jones Money Market Investment Shares — Int/Div

CVX Common Stock — Int/Div — Sold

KO Common Stock — Int/Div

PFE Common Stock — Int/Div

WMT Common Stock — Int/Div

American Funds-Amencan Mutual Fund — Int/Div

American Funds -Fundamental Investors Fund — Int/Div — Sold (part)

American Funds -New Perspective Fund — Int/Div

American Funds-Washington Mutual Inv Fund — Int/Div

ABT — Int/Div

American Funds-Capital Income Builder — Int/Div

XLV — Int/Div

American Funds-Tax Exempt Bond Fund — Int/Div

Amencan Funds-Amencan Balanced C1A — Int/Div

Amencan Funds-Ltd Term Tax Ex Bd A — Int/Div

Co-trustee, Trust £1A and Trust #1B (#1 A and #B refer to separate accounts within the sume Trust)

Member, Board of Directors, Federal Bar Association, Oklahoma City, Chapter

Agreement — 2000 — Andrews Davis Legg Bixler Milstern & Price termination agreement

Income — 2018 — Andrews Davis Legg Bixler Milsten & Price (termination payments) — $561.25

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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Timothy D. DeGiusti | Frix