David W Daniel
2011Annual
Ask Donna
Pull out the substance of this filing.
What was filed
12
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Barclays
- Eliz Designs/Polka Pads personalized notepad business)
As filed
USAA Comerstone Mutual Fund — Int/Div
USAA International Mutual Fund — Int/Div
USAA Money Market Mutual Fund(X) — Interest
AIM (Invesco Gold Mutual Fund — Int/Div
Duke Energy - common stock — Int/Div — Sold
Bank of America - common stock — Int/Div
Exxon Mobile - common stock — Int/Div
First South Bank Corp « common stock — Int/Div
Wachovia Money Market Acct — Interest
Spectra Energy - common stock — Int/Div
Mitchener Family Limited Partnership — Distribution
Brigham Exploration(BEXPKX) — None
Liability — Barclays — credit card
Spouse's income — 2011 — Eliz Designs/Polka Pads personalized notepad business)
Part 111B - Eliz Design is &
business owned
selling personized notepads
PartV1I - Monthly investments made in USAA Cornerstone, Intemational and Money Market Funds, Exxon Mobil and Bank of America - all below the reportable
threshold.
PartVII «
is limited partner in Mitchener Family Limited Partnership which invests in commercial real estate.
Part VII - Duke Energy stock sold on and account closed on 01/06/11
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