Joseph F. Bataillon
2013Annual
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What was filed
24
investments
2
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Nebraska State Bar Association
- Creighton University School of Law
- Nelnet Loan
- Umversity of Nebraska Medical Center, salary
As filed
USBank Accounts — Interest
Bank of the West Accounts — Interest
Security National Bank Accounts — Interest
Morgan Stanley Smith Bamey Bank Deposit Prog. — Interest — Closed
RBC Bank Deposit Program — Interest — Open
Berkshire Hathaway Class B — None
Diageo PLC Sponsored ADR New — Int/Div
First Energy Corp. stock — Int/Div
Newmont Mining Corp. stock — Int/Div
Merrill Lynch Trust V 7.28 Cum pref stock — Interest
USAA Ins. Account — Distribution
Intel Corp stock — Int/Div
Legg Mason CB Appreciation CL A — Int/Div
Amgen — Int/Div
Centurylink Inc — Int/Div
McKesson Corp — Int/Div — Sold
Clearbridge Energy MLP FD Inc — Int/Div
Vanguard Specialized Div Appreciation FTF — Int/Div
Capital World Growth & Income Fund Class C — Int/Div
Delaware Emerging Markets Fund € — Int/Div
Fidelity Advisor New Insights Fund CL € — Int/Div
Lord Abbett Alpha Strategy FD CL C — Int/Div
Morgan Stanley UMA IRA--ClearBridge Mulit Cap Growth Portfol — Int/Div — with line 24)
Leg Mason MDA 3 — Int/Div
House of Delegates Member, Nebraska State Bar Association
Advisory Committee, Creighton University School of Law
Liability — Nelnet Loan — College Plus Loan
Spouse's income — 2013 — Umversity of Nebraska Medical Center, salary
Part VII, Lines 23 & 24: MorganStanley SmithBamey Select UMA IRA was rolled over to an RBC IRA account which holds only a Legg Mason MDA 3 fund.
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