Stephanie Kulp Seymour
2012Annual
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Pull out the substance of this filing.
What was filed
237
investments
3
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Oklahoma City University School of Law, Oklahoma City, OK
- Crested Butte Music Festival, Crested Butte, CO
- Tenth Circuit Historical Society, Denver, CO
- Bank of Oklahoma, Tulsa, OK
- self-emploved - lawyer
As filed
IRA #6 (H)
Bank of Okla. Accts — Int/Div
F&M Bank Accounts — Interest
Rental Property, Tulsa, OK ($630,000 12001) (X) — Rent
Rental Property, Mt. Crested Butte, CO ($245,000, 9/192KX) — Reat
Lot, Mt. Crested Butte, CO ($81,000, £1094) (X) — None
Brokerage #5 (H)
Cathay Bk CA (CD) — Interest — Buy
Cavanal Hill TX Fr MM -Slct (cash equivalent) — Int/Div
Community West Bk CA (CD) — Interest
Four Oaks B&t NC (CD) — Interest
GE Capital Fin'l UT (CD) — Interest
North Star Bk FL (CD) — Interest — Buy
Temn Commerce Bk TN (CD) — Interest — Sold
1st Rep Bk BofA CA (CD) — Interest
1st Rep Bk BofA CA (CD) — Interest
IRA 45(H)
UBS Bank USA Account — Interest
Invesco Global Real Estate Fd (ASRAX) (mutual fund) — Int/Div — Buy
Eagle Rock Energy Partners (EROC) (common) — None — Buy
Eagle Rock Energy Partners (EROC) (common) — Sold
Energy Transfer Partners (ETP) (common) — None — Buy
Energy Transfer Partners (ETP) (common) — Sold
PAA Nat. Gas Storage LP MLP (PNG) (common) — None — Buy
PAA Nat. Gas Storage LP MLP (PNG) (common) — Sold
Regency Energy Pturs LP Units REPSTG (RGP) (common) — None — Buy
Regency Energy Pturs LP Units REPSTG (RGP) (common) — Sold
IShares Trust S&P US PFD Stock Index Fund (PFFYV(ETF) — Int/Div — Buy
SPDR Barclays Cap High Yd (JNK) (ETF) — Int/Div — Buy
Vanguard Short Term Corp BD (BND) (ETF) — Int/Div — Buy
Double Line Total Return Fund N (DLTNX) (mutual fund) — Int/Div — Buy
Loomis Sayles Investment Grade Bond (LIGRX) (mutual fund) — Int/Div — Buy
TCW Emerging Markets Income Fd CI N (TGINX) (mutual fund) — Int/Div — Buy
Vanguard REIT (VNQ) (ETF) — Int/Div — Buy
TCW Emerging Markets Income Fd CI N (TGINX) (mutual fund) — Buy (add'l)
Virtus Multi-Sector Short Term Bond INARAX) (mutual fund) — Int/Div — Buy
Kimco Realty Corp 6.900% (KIM.PRH) (preferred) — None — Buy
PS Business Parks Inc Cuml Ser § 6.450% (preferred) — Int/Div — Buy
Public Storage 6.500% Pref CLBL Par Val(PSA PRP) (preferred) — Int/Div — Buy
Vomado Rlty TR Cuml Ser J Pref 6.875 {VNO.PRJ) (preferred) — None — Buy
Weingarten Realty Invest 8.100% (WRD) (preferred) — Int/Div — Buy
UBS Bank USA Accounts — Interest
UBS Select Treasury Institutional Fund (SETXX) (MM) — Int/Div — Sold (part)
UBS Select Treasury Institutional Fund (SETXX) (MM) — Sold (part)
UBS Select Treasury Institutional Fund (SETXX) (MM) — Sold (part)
UBS Select Treasury Institutional Fund (SETXX) (MM) — Sold
Invesco Global Real Estate Income Fd ({ASRAX) (mutual fund) — Int/Div — Buy
Eagle Rock Energy Partners (EROC) (common) — None — Buy
Eagle Rock Energy Partners (EROC) (common) — Sold
Energy Transfer Partners LP MLP (ETP) (common) — None — Buy
S10. — Sold
PAA Nat Gas Storage LP MLP (PNG) (common) — None — Buy
PAA Nat Gas Storage LP MLP (PNG) (common) — Sold
Regency Energy Partners LP Units REPSTG LTD (RGP (common) — None — Buy
Regency Energy Partners LP Units REPSTG LTD (RGP (common) — Sold
IShares Trust S&P US Pfd Stock Index Fund (PFF)Y (ETF) — Int/Div — Buy
SPDR Barclays Capital High Yield (JNK) (ETF) — Int/Div — Buy
Vanguard Short Term Corporate Bond (BND) ETF) — Int/Div — Buy
Double Line Total Return Fund (DLTNX) (mutual fund) — Int/Div — Buy
Loomis Sayles Investment Grade Bond (LIGRX) (mutual fund) — Int/Div — Buy
TCW Emerging Markets Income Fd Class N (TGINX) (mutual fund) — Int/Div — Buy
TCW Emerging Markets Income Fd Class N (TGINX) (mutual fund) — Buy (add'l)
Virtus Multi-Sector Short Term Bond INARAX) (mutual fund) — Int/Div — Buy
Kimco Realty Corp 6.900% (KIM.PRH) (preferred) — None — Buy
PS Business Parks Inc Cuml Ser S 6.450% (preferred) — Int/Div — Buy
Public Storage 6.5% Pref CLBL Par Value(PSA PRP) (preferred) — Int/Div — Buy
Vomado Rlty TR Cuml Ser J 6.875% (VNO.PRJ) (preferred) — None — Buy
Weingarten Realty Invest 8.100% (WRD) (preferred) — Int/Div — Buy
Brokerage #8 (H)
BOK Financial Corp. New (BOKF) (common) — with line 73)
Lincoln Nat'l Choice Plus Assur L Share — None — with line 76)
Brokerage #9 (H)
UBS Bank USA Account — Interest
BOK Financial Corp. New (BOKF) (common) — Int/Div
Jackson Nat'l Life Ins Co Perspective L Series Class LL — None — Buy
Lincoln Nat'l Choice Plus Assurance L Share — None
Lincoln Nat'l Choice Plus Assur L Share — None
Ohio Nat'l Oncore Lite 11 Class L — None — Buy
H) Brokerage £10
UBS Bank USA Account — Interest — Open
RMA Money Mkt. Portfolio Account — Interest — Closed
Blackrock Strategic Income A (BASIX) (mutual fund) — Int/Div — Sold (part)
Consumers Staples Sector SPDR Trust (XLMVETE) — Int/Div — Sold (part)
Health Care Select Sector SPDR Fund (XLVYETF) — Int/Div — Buy
Health Care Select Sector SPDR Fund (XLVYETF) — Sold (part)
IShares Trust S&P Growth Index Fund (IVWIHETF)Y — Int/Div — Buy
IShares Trust S&P Growth Index Fund (IVWIHETF)Y — Sold (part)
Vanguard Total Stock Market (VT1) (ETF) — Int/Div — Buy
Vanguard Total Stock Market (VT1) (ETF) — Buy (add'l)
Vanguard REIT (VNQ) (ETF) — Sold (part)
SPDR Barclays Capital High Yield (JNK) (ETF) — Int/Div — Buy
Double Line Total Return Fund N (DLTNX) (mutual -fund) — Int/Div — Sold (part)
Double Line Total Return Fund N (DLTNX) (mutual -fund) — Sold (part)
Franklin Templeton Global Bd Fd C1 A {TPINX) — Int/Div — Sold (part)
TCW Emerging Markets Income Fund (TGINX) (mutual fund) — Int/Div — Buy
Invesco Balanced-Risk Allocation Fund (ABRZX) (mutal-fund) — Int/Div — Sold (part)
Invesco Balanced-Risk Allocation Fund (ABRZX) (mutal-fund) — Sold (part)
Powershares QQQ Trust (QQ) (ETF) — Int/Div — Buy
Powershares QQQ Trust (QQ) (ETF) — Sold
Invesco Floating Rate Fund (AFRAX) (mutual-fund) — Int/Div — Sold (part)
Invesco Floating Rate Fund (AFRAX) (mutual-fund) — Sold (part)
IShares Barclays Tips Bond Fund (TIP) (ETH) — Int/Div — Sold (part)
IShares 1Boxx Invt Grade Corp Bond Fund (LOD) (ETF) — Int/Div — Sold (part)
SPDR Gold Trust (GLD) (ETF) — None — Sold
SPDR S&P Dividend ETF (SDY)Y (ETF) — Int/Div — Buy (add'l)
Utilities Sector SPDR Trust (XLIHY(ETF) — Int/Div — Sold (part)
Utilities Sector SPDR Trust (XLIHY(ETF) — Sold
Vanguard FTSE Emerging Markets (VWO) (ETF) — Buy
Vanguard FTSE Emerging Markets (VWO) (ETF) — Sold
Vanguard Bd Index Fd Inc Total Bond Mkt (BND)YETF) — Int/Div
Virtus Premium Alpha Sector Fund A (VAPAX) (mutual-fund) — Int/Div — Sold (part)
Virtus Premium Alpha Sector Fund A (VAPAX) (mutual-fund) — Sold (part)
Virtus Premium Alpha Sector Fund A (VAPAX) (mutual-fund) — Sold
Brokerage #11 (H)
UBS RMA Money Mkt Portfolio Account xX) — Interest
IRA 27 (H)
UBS Bank USA Account — Interest — Open
UBS Liquid Assets Fund Account — Interest — Open
UBS Liquid Assets Fund Account — Closed
AFLAC Inc (AFL) (common) — Int/Div — Buy
AFLAC Inc (AFL) (common) — Buy (add'l)
AFLAC Inc (AFL) (common) — Sold (part)
AFLAC Inc (AFL) (common) — Sold
AFLAC Inc (AFL) (common) — Buy
Air Prod & Chemical Inc (APD) (common) — Int/Div — Buy
Air Prod & Chemical Inc (APD) (common) — Buy (add'l)
Astrazeneca PLC Spon ADR (AZN) {common ) — Int/Div — Buy
Astrazeneca PLC Spon ADR (AZN) {common ) — Buy (add'l)
Astrazeneca PLC Spon ADR (AZN) {common ) — Buy (add'l)
Bank of Nova Scotia Canada CAD (BNS) (common) — Int/Div — Buy
Bank of Nova Scotia Canada CAD (BNS) (common) — Buy (add'l)
Bank of Nova Scotia Canada CAD (BNS) (common) — Sold (part)
Boeinig Company De (BA) (common) — Int/Div — Buy
Boeinig Company De (BA) (common) — Buy (add'l)
British Amer Tobacco Ple GB Spon ADR (BTDH (common) — None — Buy
British Amer Tobacco Ple GB Spon ADR (BTDH (common) — Sold
Clorox Co (CLX) (common) — None — Buy
Coca Cola Co Com (KO) (common) — Int/Div — Buy
Coca Cola Co Com (KO) (common) — Buy (add'l)
Colgate Palmolive Co. (CL) (common) — Int/Div — Buy
Colgate Palmolive Co. (CL) (common) — Buy (add'l)
Colgate Palmolive Co. (CL) (common) — Sold (part)
Colgate Palmolive Co. (CL) (common) — Buy (add'l)
CSX Corporation (CSX) (common) — Int/Div — Buy
CSX Corporation (CSX) (common) — Buy (add'l)
CSX Corporation (CSX) (common) — Buy (add'l)
Diageo Ple New GB Spon ADR (DEO) (common) — Int/Div — Buy
Diageo Ple New GB Spon ADR (DEO) (common) — Buy (add'l)
Diageo Ple New GB Spon ADR (DEO) (common) — Sold (part)
Diageo Ple New GB Spon ADR (DEO) (common) — Buy (add'l)
Emerson Electric Co. (EMR) (common) — Int/Div — Buy
Emerson Electric Co. (EMR) (common) — Buy (add'l)
Emerson Electric Co. (EMR) (common) — Sold
Exxon Mobil Corp (XOM {commeon) — Int/Div — Buy
Exxon Mobil Corp (XOM {commeon) — Buy (add'l)
Exxon Mobil Corp (XOM {commeon) — Sold (part)
Exxon Mobil Corp (XOM {commeon) — Sold
Genl Mills Inc (GIS) (common) — Int/Div — Buy
Genl Mills Inc (GIS) (common) — Buy (add'l)
Genl Mills Inc (GIS) (common) — Buy (add'l)
Glaxo SmithKline PIC ADR (GSK) (common) — None — Buy
Glaxo SmithKline PIC ADR (GSK) (common) — Sold
Home Depot Inc — Int/Div — Buy
Home Depot Inc — Buy (add'l)
Home Depot Inc — Sold (part)
Home Depot Inc — Sold
lllinois Tool Works Inc (TW) (common) — Int/Div — Buy
lllinois Tool Works Inc (TW) (common) — Buy (add'l)
lllinois Tool Works Inc (TW) (common) — Buy (add'l)
lllinois Tool Works Inc (TW) (common) — Buy (add'l)
lllinois Tool Works Inc (TW) (common) — Sold (part)
Intel Corp (INTC) (common) — Int/Div — Buy
Intel Corp (INTC) (common) — Buy (add'l)
Intel Corp (INTC) (common) — Buy (add'l)
Johnson & Johnson Com (JNJ) (common) — Int/Div — Buy
Johnson & Johnson Com (JNJ) (common) — Buy (add'l)
Johnson & Johnson Com (JNJ) (common) — Buy (add'l)
Medtronic Inc (MDT) (common) — Int/Div — Buy
Medtronic Inc (MDT) (common) — Buy (add'l)
Medtronic Inc (MDT) (common) — Sold (part)
Medtronic Inc (MDT) (common) — Buy (add'l)
Nextera Energy Inc Com (NEE) (common) — Int/Div — Buy
Nextera Energy Inc Com (NEE) (common) — Buy (add'l)
Novartis AG Spon ADR (NVS) (common) — None — Buy
Novartis AG Spon ADR (NVS) (common) — Buy (add'l)
Novartis AG Spon ADR (NVS) (common) — Sold (part)
Novartis AG Spon ADR (NVS) (common) — Buy (add'l)
Occidental Petroleum Crp (OXY) (common) — Int/Div — Buy
Occidental Petroleum Crp (OXY) (common) — Buy (add'l)
Raytheon Co. (RTN) (common) — Int/Div — Buy
Raytheon Co. (RTN) (common) — Buy (add'l)
Sunofi Spon ADR (SNY) (common) — None — Buy
Sunofi Spon ADR (SNY) (common) — Buy (add'l)
Sunofi Spon ADR (SNY) (common) — Sold
Toronto Dominion Bk New Canada CAD (TD) (common) — Int/Div — Buy
Toronto Dominion Bk New Canada CAD (TD) (common) — Buy (add'l)
Total SA France Spon ADR (TOT) (common) — Int/Div — Buy
Total SA France Spon ADR (TOT) (common) — Buy (add'l)
United Parcel Service Inc CL B (UPS) (common) — Int/Div — Buy
United Parcel Service Inc CL B (UPS) (common) — Buy (add'l)
Untd Technologies Corp (UTX) (common) — Int/Div — Buy
Untd Technologies Corp (UTX) (common) — Buy (add'l)
VF Corp — Int/Div — Buy
Vodafone Group PLC New Spon ADR (VOD) (common) — None — Buy
Vodafone Group PLC New Spon ADR (VOD) (common) — Buy (add'l)
Vodafone Group PLC New Spon ADR (VOD) (common) — Buy (add'l)
Vodafone Group PLC New Spon ADR (VOD) (common) — Buy (add'l)
WPP PLC Spon ADR De (WPPGY) (common) — Int/Div — Buy
WPP PLC Spon ADR De (WPPGY) (common) — Buy (add'l)
WPP PLC Spon ADR De (WPPGY) (common) — Sold (part)
WPP PLC Spon ADR De (WPPGY) (common) — Sold
Brokerage #12 (H)
UBS Bank Deposit Account — Interest — Open
RMA Govt Portfolio Account — Interest — Open
RMA Govt Portfolio Account — Closed
Invesco Global Real Estate Incomr Fd (ASRAX) (mutual fund) — Int/Div — Buy
Eagle Rock Energy Partners Ltd (EROC) (common) — None — Buy
Energy Transfer Partners LP (ETP) {comon) — None — Buy
PAA Nat Gas Storage LP MLP (PNG) (common) — None — Buy
Regency Energy Partners LP Units REPSTG Lid (RGO) (common) — None — Buy
JP Morgan Chase & Co 5.250% (corp bond) — Interest — Buy
Goldman Sachs Grp Inc 3.625% (corp bond) — None — Buy
Genl Elec Co. 5.250% (corp bond) — Interest — Buy
Petrobras Intl Fin 5.875% (corp bond) — Interest — Buy
IShares Trust S&P U S PFD Stock Index (PFFY ETF) — Int/Div — Buy
SPDR Barclays Capital High Yield (JNK) (ETF) — Int/Div — Buy
Vanguard Short Term Corp BD (BND) (ETF) — Int/Div — Buy
Double Line Total Return Fund N (DLTNX) (mutual fund) — Int/Div — Buy
Loomis Sayles Investment Grade Bd (LIGRX) (mutual fund) — Int/Div — Buy
TCW Emergmg Markets Income Fund CL N(TGINX) (mutual fund) — Int/Div — Buy
TCW Emergmg Markets Income Fund CL N(TGINX) (mutual fund) — Buy (add'l)
Virtus Multi-Sector Short Term Bd INARAX) (mutual fund) — Int/Div — Buy
Kimco Realty Corp 6.9% (KIM.PRH) (preferred) — None — Buy
PS Business Parks Inc Cuml Ser S 6.450% (preferred) — Int/Div — Buy
Public Storage 6.5% Pref CLBL Par Val (PSA.PRP) (preferred) — Int/Div — Buy
Vornado Rlty Tr Cuml Ser J 6.875% (VNO.PRJ) (preferred) — None — Buy
Weingarten Realty Invest 8.100% (WRD) (preferred) — Int/Div — Buy
Executive Board Member, Oklahoma City University School of Law, Oklahoma City, OK
Board Member, Crested Butte Music Festival, Crested Butte, CO
Bowrd Member, Tenth Circuit Historical Society, Denver, CO
Liability — Bank of Oklahoma, Tulsa, OK — Mortgage on Rental Property, Tulsa OK (Part VII, Line 3)
Spouse's income — 2012 — self-emploved - lawyer
Part VII, Line 4 -- Rental Property, Mt. Crested Butte, CO,
and therefore not previously reported
Part VII, Line § -- Lot, Mt. Crested Butte, CO, is adjacent to rental property reported on Line 4 and
therefore not previously reportable. Howver, since the lot does not increase the rental value of that property, it is now considered a separate
mvestment property and is therefore reportable.
Part VII, Lines 6, 16, 40, 68, 71, 78, and | 14 — The IRA and Brokerage Accounts have retained the same heading numbers as in the 2011 report. IRA and
Brokerage Account headers that were listed in 2011 but not in this report were closed in 2011.
Part VII, Lines 116 and 212 — These IRA and Brokerakge Accounts were opened in 2012 and assigned the next sequential number.
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.