John Wheadon deGravelles
2017Annual
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What was filed
147
investments
5
positions
0
gifts
3
agreements
1
debts
0
reimbursements
6
income
0
spouse income
Named parties
- Michael C. Palmintier, APLC - See Part VII for terms
- Tulane University Law School - Lecturer - Course on Maritime Personal Injury - May 29, 2017 - June 16, 2017
- Lowstana State Umiversity - Lecturer - Course on Federal Courts « January 16, 2018 « May 9, 2018
- Louisiana State University - Lecturer - Comparative Maritime Personal Injury & Death - July 2, 2018 - July 19, 2018
- Tulane University Law School - Lecturer - Course on Maritime Personal Injury - May 28, 2018 - June 15, 2018
- Chase Bank
- Lowsiana State University - Adjunct Faculty
- West Publishing Corporation. - Book Royalties
- The Administrators of the Tulane Education Fund - Guest Lecturer Fee
- deGravelles, Pulmintier, Holthaus, Fruge' - Prior Fees Eamed - See Part [1 Agreements
- John Neale deGravelles, LLC - Prior Fees Eamed - See Part [1 Agreements
- BP Deepwater Horizon MDL 2179 Settlement Awards Fee - Prior Fees Eamed and Advanced Costs Recovered
As filed
deGravelles Enterprises, LLC - Wilkinson County, MS — None
deGravelles Family 11, LLC - Baton Rouge, LA — Reat
deGravelles Family 111, LLC - Wilkinson County, MS — None
Chase Cash Accounts — Interest
IRA ZI
Morgan Stanley Cash Account — Interest
Consulting Group Emrg Market Equity Invest (TEMUX) — Int/Div — Buy (add'l)
Consulting Group International Equity Inv (TIEUX) — Int/Div — Buy (add'l)
Consulting Group Large Cap Eq Inv (TLGUX) — Int/Div — Buy (add'l)
Consulting Group Small MD Cap Eq Inv (TSGUX) — Int/Div — Buy (add'l)
Allianz Life Valvemark 111 Annuity
AZL Emg Mkts Eq Index — None
Franklin Mutual Shares — None
Franklin Rising Dividends Secs — None
AZL MS Global Real Estate C1 — None
AZL Russell 1000 Growth 1DX — None
AZL International Index — None
AZL Mid Cap Index Fund — None
Lincoln American Legacy Design 2 Annuity
American Fd International — None
American Fd Growth - Income — None
American Fd High Inc Bond — None
American Fd Growth — None
Prudential Annuity
AST Loomis Sayles Large-Cap Growth — None
AST MFS Growth — None
AST T. Rowe Price Natural Resources — None
AST JP Morgan International Equity — None
AST Templeton Global Bond — None
NVIT Emerging Markets Fund — None
AST Goldman Sachs Mid Cap Growth — None
Transamerica Retirement Plus Annuity
BlackRock Global Alloc V1 — None — Sold
BlackRock High Yield Fund — None — Sold
BlackRock Gov't Money Market VI — None — Sold
BlackRock S&P S00 Index VI — None — Sold
PIMCO Total Return — None — Sold
Eaton Vance Tax Managed Growth Fund — Int/Div
Unit Quality Municipal National Long Term 109 MPS — Int/Div
Morgan Stanley Managed Bond Account #1
Morgan Stanley Money Market Account — Interest
California St Pub Wks Brd (X) — Interest
California St General Obligation (Y) - See Note Part VIII
Chicago IL Transit Auth — Interest — Sold
Energy Northwest Wash Elec Col UM Generating — Interest — Sold
Florida St Dept Transn Seaport Invt Program Rev — Interest — Sold
Harris Cnty Tex Met Tran Auth Sales & Use — Interest — Sold
Lucas Cnty Ohio Hosp Ref Rev Ser-D — Interest — Sold
Metropolitan Transportation Auth NY Trans Rev Ref — Interest — Sold
Metropolitan Transportation Auth NY Trans Rev Series B — Interest
Metropolitan Trans Auth NY Rev-B — Interest
New Hampshire St Tpk Sys Rev — Interest
New Jersey Turnpike Authority — Interest
New York NY City Trnstnl Fin Auth — Interest — Sold
Reedy Creek FL Impt Dist Utilities Rev Ref-1 — Interest
San Antonio TX Wir Sys Jr Lien Rev Ref: A — Interest — Sold
University Minn — Interest — Sold
Washington Hith Care Facs — Interest — Sold
Dallas Tex Area Rapid Tran — Interest — Sold
Montgomery Tex Indpt Sch Dist — Interest
Wisconsin St Clean Wir — Interest — Sold
Miami-Dade Cnty Fl Wir and Swr — Interest
Port Auth NY & NJ Consolidated — Interest
Texas Transp Commn St Hwy Fund — Interest
Oregon St Dept of Admin Serv Lottery — Interest
lowa Fm Auth Green St — Interest
Virgima St Pub Sch Auth — Interest
Washington St for Issues — Interest
Michigan Dept of Transportation — Interest
Colorado Health Facs Auth — Interest
Metropolitan Trans Auth NY Dedicated — Interest
Boston Mass Wir & Swr Comm — Interest
California St Genl Oblig Various — Interest
City of Chicago Chicago O'Hare Intl Airp — Interest
Delaware St General Oblig Ref-A — None — Buy
Minnesota St Var Purp Genl Oblig — None — Buy
North Tex Twy Auth Rev — None — Buy
Maryland St Dept Transn Cons — None — Buy
Michigan Fin Auth Hosp Rev Ref — Interest — Buy
Indiana Fin Auth Health Sys — None — Buy
Alubama Fed Aid Hwy Fin Auth Spl Oblig — None — Buy
Triborough Bridge NY Tunnl Auth Genl — Interest — Buy
Clark Cnty Nev Highway Impt Rev — Interest — Buy
lowa Fin Auth Health Facs Rev-E — None — Buy
Morgan Stanley Managed Bond Account #2
Morgan Stanley Cash Account — Interest
Atlanta GA ARPT Passenger FAC — Interest
District Columbia Income Tax Rev-F — Interest
Dormitory Authority of the State of New York Stat — Interest
Kentucky Turnpike Auth Econ Dev Rd — Interest — Sold
Louisiana St Gasoline and Fuels Tax Revenue Ref Series A — Interest — Sold
Louisiana St Highway Impt — Interest — Sold
Minnesota Pub Facs Auth — Interest
Missouri Hghwys & Transpt Commfirst Lien — Interest
Ohio State Cap FACS Lease Appropriation Ser-B — Interest — Sold
Phoenix Anz Civic lmpt Corp Wir Sys Rev — Interest — Sold
University Minn — Interest — Sold
Utah Cnty Utah Hosp Rev Ice Health Services — Interest
Miami-Dade Cnty FL WTR and SWR — Interest — Sold
Louisiana St Gas & Fues Tax - B — Interest — Sold
Garland Tex Indpt Sch Dist — Interest
State of Oregon Genl Oblig — Interest
Sales Tax Asset Receivable — Interest
New Jersey St Tpk Auth — Interest
Utility Debt Secur Auth — Interest
Oklahoma City Okla Wir Utils — Interest
Tarrant Regl Wir Dis Tex — Interest
Wisconsm St Clean Wir — Interest — Sold
California St Gen! Obl — Interest
Massachusetts Wir Res Auth — Interest
Metropolitan Transn Auth NY — None — Buy
Virgina College Bldg Auth VA EDL — Interest — Buy
Massachusetts St Transn Fd Rev — None — Buy
North Texas Twy Auth Rev — None — Buy
Texas A&M Univ Fin Sys — Interest — Buy
Florida St Board Ed Pub Ed Cap Outlay — Interest — Buy
Clark Cnty Nev Highway Impt — Interest — Buy
Washington St General Oblig — None — Buy
Ohio State Parks & Rec Cap — None — Buy
Triborough Bridge NY Tunnel Auth — Interest — Buy
Morgan Stanley Managed Stock Account
Morgan Stanley Cash Mgmt Account — Interest
CONSULTING GRP EMRG MKT EQ INV(TEMUX) — Int/Div — Buy (add'l)
CONSULTING GRP EMRG MKT EQ INV(TEMUX) — Sold (part)
CONSULTING GRP EMRG MKT EQ INV(TEMUX) — Sold (part)
CONSULTING GRP EMRG MKT EQ INV(TEMUX) — Sold (part)
CONSULTING GRP EMRG MKT EQ INV(TEMUX) — Buy (add'l)
CONSULTING GRP EMRG MKT EQ INV(TEMUX) — Sold (part)
CONSULTING GRP INTL EQ INVEST (TIEUX) — Int/Div — Buy (add'l)
CONSULTING GRP INTL EQ INVEST (TIEUX) — Sold (part)
CONSULTING GRP INTL EQ INVEST (TIEUX) — Buy (add'l)
CONSULTING GRP LG CP EQ INVEST (TLGUX) — Int/Div — Sold (part)
CONSULTING GRP LG CP EQ INVEST (TLGUX) — Buy (add'l)
CONSULTING GRP LG CP EQ INVEST (TLGUX) — Buy (add'l)
CONSULTING GRP SM CP EQ INVEST (TSGUX) — Int/Div — Buy (add'l)
CONSULTING GRP SM CP EQ INVEST (TSGUX) — Buy (add'l)
Morgan Stanley Cash Account #1 — Interest
DPHF Company, LLC - Baton Rouge, LA — Reat
Scott Fruge' - Personal Loan - Note Receivable — None
Morgan Stanley Cash Account #2 — Interest
Juckson National Life Perspective Annuity
INL/MELLON CAPITAL S&P 500 IND — None — Buy
INL/MELLON CAPITAL S&P 200 MC — None — Buy
INL/MELLON CAPITAL INTL INDEX — None — Buy
INL/MC EMG MKTS INDEX — None — Buy
INL/MC S&P 1500 GRTH INDEX — None — Buy
INL/MC S&P 1500 VAL INDEX — None — Buy
6/182015, Michael C. Palmintier, APLC - See Part VII for terms
S.10/112016, Tulane University Law School - Lecturer - Course on Maritime Personal Injury - May 29, 2017 - June 16, 2017
060172017, Lowstana State Umiversity - Lecturer - Course on Federal Courts « January 16, 2018 « May 9, 2018
10/182017, Louisiana State University - Lecturer - Comparative Maritime Personal Injury & Death - July 2, 2018 - July 19, 2018
81112007, Tulane University Law School - Lecturer - Course on Maritime Personal Injury - May 28, 2018 - June 15, 2018
Agreement — 17/23/2014 — John Neale deGravelles, LLC - See Part VI for terms
Agreement — 1212072013 — deGravelles, Palmintier, Holthaus & Fruge' - See Part VII for terms
Agreement — 3/22016 — Louisiana State University - Lecturer - Course on Federal Courts - January 17, 2017 - April 27, 2017
Liability — Chase Bank — Mortgage on Rental Prop held in DPHF Company, LLC (Part VII, Line 138)
Income — 2017 — Lowsiana State University - Adjunct Faculty — $2,656.24
Income — 2017 — West Publishing Corporation. - Book Royalties — $1,266.15
Income — 2017 — The Administrators of the Tulane Education Fund - Guest Lecturer Fee — SE.000.00
Income — 2007 — deGravelles, Pulmintier, Holthaus, Fruge' - Prior Fees Eamed - See Part [1 Agreements — $249,686.62
Income — 2007 — John Neale deGravelles, LLC - Prior Fees Eamed - See Part [1 Agreements — $385,713.16
Income — 2017 — BP Deepwater Horizon MDL 2179 Settlement Awards Fee - Prior Fees Eamed and Advanced Costs Recovered — $5.942.776.61
Positions - Due, Dodson and deGravelles d/b/a Sharlow Terrace 11 was formed im 1982 and has been dissolved for 30+ years; however, the entity continues to
reflect an active status with the Louisiana Secretary of State's Office, The necessary steps are currently being taken to formally dissolve the Partnership.
Agreements - Additional Information:
John Neale deGravelles Law, LLC - The terms of the agreement are for a fixed and determinable amount {subject to showing the amount received is rationally
based upon the services rendered by John W, deGravelles or, if said amount is not so rationally based, then the maximum amount which is so rationally based)
to be paid to John W. deGravelles for fees related to specific cases for which legal services were rendered prior to appointment to the bench should fees and/or
advanced costs payments related to these cases be received by the firm of John Neale deGravelles Law, LLC.
deGravelles, Palmintier, Holthaus & Fruge' - The terms of the agreement are for a fixed calculation of fees (subject to showing the amount received is rationally
based upon the services rendered by John W, deGravelles or, if said amount is not so rationally based, then the maximum amount which is so rationally based) to
be paid to John W, deGravelles for legal services rendered in specific cases prior to his appointment to the bench should fees related to these cases be received by
deGravelles, Palminticr, Holthaus & Fruge'. The portion of fees that would be received by deGravelles, Palminticr, Holthaus & Fruge' and result in payment to
John W. deGravelles is bused upon an agreement dated April 20, 2010 between deGravelles, Palmintier, Holthaus & Fruge', Dodson, Hooks & Frederick, APLC
and Walters, Papillion, Thomas, Cullens, LLC for the same specifc cases for which legal services were rendered prior to appointment to the bench and contains a
fixed calculation of fees to be received by each group listed should fees be collected related to those cases.
Michael C. Palmintier, APLC - The terms of the agreement are for a fixed calculation of cost reimbursements (subject to showing the amount received is rationally
based upon the services rendered by John W. deGravelles or, if said amount is not so rationally based, then the maximum amount which is so rationally based) to
be paid to John W. deGravelles for reimbursement of costs paid in a specific case prior to his appointment to the beach. The portion of reimbursement that would
be received by Michael C. Palmintier, APLC and result im payment to John W. deGravelles is based upon an agreement dated June 18, 2015 between Michael C,
Palmintier, APLC and the MR-GO Litigation Group.
Part VII -
Line 2 - Appraisal Dated - 9/3/2012
Line 3 - Appraisal Dated - 1/10/2014
The value of the annuities listed on lines 11 - 37 and lines 141 - 147 increase and decrease based on changes in market value.
(X) The investment listed on Line 42 was inadvertently marked as sold in 2016; however, it continues to be reportable in 2017; and therefore, has not been
removed from the report.
(Y) The investment listed on Line 43 was sold in 2016: however, the sale and gain amounts were inadvertently reported as a sale of the current year investment
shown on Line 42: therefore, this investment has no reportable information for the 2017 year and will be removed from subsequent year reports.
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.