Karla R. Spaulding
2011Annual
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What was filed
211
investments
0
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
3
spouse income
Named parties
- ABA Liiganon Section
- Luchford & Chnstopher
- ALLABA
- Akerman, Senterfitt & Eidson «« return of capital contribution with accrued miterest
- Litchford & Christopher -- salary and sharcholder distribution
- Baker Donelson -- final payment from Litchford & Christopher wssued by law firm that merged wth Litchiord & Christopher
As filed
Suntrust Bank Accounts — Interest
Fishhawk Investment Fund. Lid. — None
TSK Investment Partnership, Ltd — None
Pentagon Federal Credit Union (Bank Account) — Interest
H&R Block Bank CD — Interest — Matured
Litchford & Christopher Professional Assoc. Retirement Plan — Int/Div — Closed
USAA Tax-Exempt Money Market USAA — Int/Div
USAA Money Market -- USAA — Interest
USAA Federal Savings Bank -- Bank Account — Interest
USAUX USAA Aggressive Growth — None — Buy (add'l)
USAUX USAA Aggressive Growth — Buy (add'l)
USEMX USAA Emerging Markets — Int/Div — Buy (add'l)
USEMX USAA Emerging Markets — Sold (part)
USEMX USAA Emerging Markets — Buy (add'l)
USEMX USAA Emerging Markets — Buy (add'l)
USEMX USAA Emerging Markets — Buy (add'l)
USAAX USAA Growth — Int/Div — Buy (add'l)
USAAX USAA Growth — Buy (add'l)
USAIX USAA Income — Int/Div — Sold (part)
USAIX USAA Income — Buy (add'l)
USISX USAA Income Stock — Int/Div — Buy
USISX USAA Income Stock — Buy (add'l)
USIBX USAA Intermediate Term Bond — Int/Div — Sold (part)
USIBX USAA Intermediate Term Bond — Buy (add'l)
USIFX USAA International Fund — Int/Div — Buy (add'l)
USIFX USAA International Fund — Sold (part)
USIFX USAA International Fund — Buy (add'l)
USAGX USAA Precious Metals & Minerals — Int/Div — Sold (part)
USAGX USAA Precious Metals & Minerals — Buy (add'l)
USAGX USAA Precious Metals & Minerals — Buy (add'l)
USAGX USAA Precious Metals & Minerals — Buy (add'l)
USAGX USAA Precious Metals & Minerals — Buy (add'l)
USPRX USAA S&P 500 Index Reward Shares — Int/Div — Buy (add'l)
USPRX USAA S&P 500 Index Reward Shares — Buy (add'l)
USSBX USAA Short Term Bond — Int/Div — Sold (part)
USSBX USAA Short Term Bond — Buy (add'l)
USCAX USAA Small Cap Stock — Int/Div — Buy (add'l)
UVALX USAA Value — Int/Div — Buy (add'l)
UVALX USAA Value — Buy (add'l)
UMAFX USAA Managed Allocation — Int/Div — Buy (add'l)
UMAFX USAA Managed Allocation — Buy (add'l)
USRRX USAA Real Return — Int/Div — Sold (part)
USRRX USAA Real Return — Buy (add'l)
ACVIX American Century Small Cap Value Fund Inst! — Int/Div — Buy
BMCIS Blackrock US Opportunities Protfolio Inst! — Int/Div — Buy (add'l)
CSROX Credit Suisse Comm Return — None — Sold
DODFX Dodge & Cox Int'l Stock — Int/Div — Buy (add'l)
DODFX Dodge & Cox Int'l Stock — Sold (part)
SGOIX First Eagle Overseas — Int/Div — Buy (add'l)
LKSCX LKCM Small Cap Equity Inst] — None — Sold (part)
LKSCX LKCM Small Cap Equity Inst] — Buy (add'l)
LKSCX LKCM Small Cap Equity Inst] — Sold (part)
LKSCX LKCM Small Cap Equity Inst] — Sold (part)
TGVIX Thomburg Int] Value — Int/Div — Buy (add'l)
USGRX USAA Growth & Income — Int/Div — Sold (part)
USGRX USAA Growth & Income — Sold (part)
USGRX USAA Growth & Income — Buy (add'l)
COHGB6 Boulder Colo Wir & Swr Rev-( Bond — Interest
TXSLG? Corpus Christi Tx Utl Sy Ry Rf Bond — Interest
PA2BV6 Lehigh PA Auth Str Rev Rfdg Ser AA Bond — Interest — Sold
NV4TWL Clark County NV Sch Dist Rfdg Bond — Interest
TXSTB4 Washington Cnty Tx Jr. College Dist Rev Comb Fee Bond — Interest
TX3ILPO Pearland Tx Wirwks & Swr Sys Rev Ref Bond — Interest
WAIUY6 Pierce Cnty WA Sch Dist 2403 Bethel Ref Bond — Interest
TXISR4 San Antonio TX Elec & Gas Rev Ref-Sys Bond — Interest
COPEE4 Eagle Garfield & Routt Cntys Co Sch Dist No Bond — Interest
AZSMMB Mesa Anz Unl Sys Rev Bond — Interest
WAOFU3 Gray's Harbor Cnty WA Sch Dist 005 Aberdeen Bond — Interest
NCOYQ4 Univ NC Sys Pool Rev Rfdg Asheville/Wilmington Bond — Interest
TX7D34 Umv Tex Uny Rev RI-0O6D Bond — Interest
WM iShares TR Russell 2000 INX — Int/Div — Sold (part)
EFA iShares TR MSC1 EAFE IDX — Int/Div
VWO Vanguard Emerging Mkts Vipers — Int/Div — Buy (add'l)
VWO Vanguard Emerging Mkts Vipers — Buy (add'l)
VWO Vanguard Emerging Mkts Vipers — Buy (add'l)
USATX USAA Tax Exempt Intermediate Term — Int/Div — Sold
VXZ Barclays Bk PLC iPath S&P Etn — None — Sold
SHM SPDR Series Trust Shrt Term Mum Bond — None — Sold
Houston Tx Ref-Pub Imp-Ser A Bond — Interest
Dallas Cnty Tx Cnty College Dist Rfdg Bond — Interest
USHYX USAA High Yield Opportunities — Int/Div — Buy
USHYX USAA High Yield Opportunities — Buy (add'l)
Yahoo Inc Com — None — Buy
Yahoo Inc Com — Sold
Exxon Mobil Corp Com — None — Buy
Exxon Mobil Corp Com — Sold
Wells Fargo & Co. — Int/Div — Buy
Wells Fargo & Co. — Sold
Vodapone Group PLC — None — Buy
Vodapone Group PLC — Sold
Vanguard Dividend Appreciation Index Fund Vipers — Int/Div — Buy
Vanguard Dividend Appreciation Index Fund Vipers — Buy (add'l)
Vanguard Dividend Appreciation Index Fund Vipers — Buy (add'l)
Viacom Inc — None — Buy
Viacom Inc — Sold
United Technologies Corp — None — Buy
United Technologies Corp — Sold
United Parcel Service — None — Buy
United Parcel Service — Sold
Unitedhealth Group Inc — Int/Div — Buy
Unitedhealth Group Inc — Sold
Target Corp — None — Buy
Target Corp — Sold
SPDR Series Trust Leh Mun Bd ETF — Int/Div — Buy
SPDR Series Trust Leh Mun Bd ETF — Sold (part)
Standard & Poors Depositary Receipts (SPDR'S) — Int/Div — Buy
Standard & Poors Depositary Receipts (SPDR'S) — Sold
Roper Inds Inc. New Com — None — Buy
Roper Inds Inc. New Com — Sold
PPG Inds Inc Com — None — Buy
PPG Inds Inc Com — Sold
PNC Bk Corp Com — None — Buy
PNC Bk Corp Com — Sold
Philip Morris Int] Inc. Com — Int/Div — Buy
Philip Morris Int] Inc. Com — Sold
Pepsico Inc Com — Int/Div — Buy
Pepsico Inc Com — Sold
People’s United Financial Inc — None — Buy
People’s United Financial Inc — Sold
Occidental Pete Corp Del Com — Int/Div — Buy
Occidental Pete Corp Del Com — Sold
Oracle Corp Com — Int/Div — Buy
Oracle Corp Com — Sold
Ommicom Group Inc. Com — Int/Div — Buy
Ommicom Group Inc. Com — Sold
National-Oil Well Varco Inc. Com — Int/Div — Buy
National-Oil Well Varco Inc. Com — Sold
iShares TR S&P Nat'l Mun B — Int/Div — Buy
iShares TR S&P Nat'l Mun B — Buy (add'l)
iShares TR S&P Nat'l Mun B — Buy (add'l)
iShares TR S&P Nat'l Mun B — Buy
Microsoft — None — Buy
Microsoft — Sold
3M Co — None — Buy
3M Co — Sold
MetLife Inc — None — Buy
MetLife Inc — Sold
Medtronic Inc. Com — Int/Div — Buy
Medtronic Inc. Com — Sold
Moody's Investors Service — None — Buy
Moody's Investors Service — Sold
McKesson Corporation Com — None — Buy
McKesson Corporation Com — Sold
McDonalds Corp Com — None — Buy
McDonalds Corp Com — Sold
Legg Mason Inc. Com — Int/Div — Buy
Legg Mason Inc. Com — Sold
Kansas City Souther Com — None — Buy
Kansas City Souther Com — Sold
JPMorgan Chase & Co — Int/Div — Buy
JPMorgan Chase & Co — Sold
Joy Global Inc. Com — Int/Div — Buy
Joy Global Inc. Com — Sold
Johnson & Johnson Com — None — Buy
Johnson & Johnson Com — Sold
International Flavors & Fragrance Com — Int/Div — Buy
International Flavors & Fragrance Com — Sold
International Business Machine — None — Buy
International Business Machine — Sold
Henry Schein Inc — None — Buy
Henry Schein Inc — Sold
Home Depot Inc Com — Int/Div — Buy
Home Depot Inc Com — Sold
Halliburton — Int/Div — Buy
Halliburton — Sold
Goldman Sachs Group Inc. Com — Int/Div — Buy
Goldman Sachs Group Inc. Com — Sold
General Motors — None — Buy
General Motors — Sold
General Elec Co Com — None — Buy
General Elec Co Com — Sold
EMC Corp Mass Com — None — Buy
EMC Corp Mass Com — Sold
Digital Realty Trust Inc. REIT — Int/Div — Buy
Digital Realty Trust Inc. REIT — Sold
Danaher Corp Del Com — Int/Div — Buy
Danaher Corp Del Com — Sold
Chevron Corp. — None — Buy
Chevron Corp. — Sold
CVS/Caremark Comp — Int/Div — Buy
CVS/Caremark Comp — Sold
Cisco Sys. Inc. Com — Int/Div — Buy
Cisco Sys. Inc. Com — Sold
Centerpoint Energy Inc. Com — None — Buy
Centerpoint Energy Inc. Com — Sold
Canadian Nat'l Ry Co Com — Int/Div — Buy
Canadian Nat'l Ry Co Com — Sold
Colgate Palmolive Co Com — None — Buy
Colgate Palmolive Co Com — Sold
Church & Dwight Inc. Com — None — Buy
Church & Dwight Inc. Com — Sold
Caterpillar Inc. Del Com — None — Buy
Caterpillar Inc. Del Com — Sold
American Express Co Com — Int/Div — Buy
American Express Co Com — Sold
Apache Corp Com — None — Buy
Apache Corp Com — Sold
Amazon.Com Inc — None — Buy
Amazon.Com Inc — Sold
Ameriprise Financial Inc — None — Buy
Ameriprise Financial Inc — Sold
Albemarle Corp. Com — Int/Div — Buy
Albemarle Corp. Com — Sold
Automatic Data Processing Inc. Com — Int/Div — Buy
Automatic Data Processing Inc. Com — Sold
Accenture PLC — Int/Div — Buy
Accenture PLC — Sold
Abbott Labs Com — Int/Div — Buy
Abbott Labs Com — Sold
Apple Inc Com — None — Buy
Apple Inc Com — Sold
Reimbursement — ABA Liiganon Section — April 14-15, 2011 — Miami Beach, FL — CLE Speaker — Reimbursement of travel, lodging, meals and incidental expenses
Reimbursement — Luchford & Chnstopher — April 14-15, 2011 — Miami Beach, Fl — Attended ABA Section of Litigation annual meeting — Reimbursement of program fee to spouse
Reimbursement — ALLABA — August 14-17, 2011 — New York, New York — CLE Speaker — Reimbursement of travel, lodging, meals and incidental expenses
Spouse's income — Akerman, Senterfitt & Eidson «« return of capital contribution with accrued miterest
Spouse's income — Litchford & Christopher -- salary and sharcholder distribution
Spouse's income — Baker Donelson -- final payment from Litchford & Christopher wssued by law firm that merged wth Litchiord & Christopher
Part VII, Lime 6 -- The law firm of Litchford & Christopher, P.A. ceased to exist as of November 10, 2011. 401K funds rolled into various IRA mvestments.
The following are amendments to my FDR 2010 to report two inadvertently omitted assets and to reflect remaining open account after CD matured as previously
reported. Although the instructions require filing an AO-10 amended FDR 2010, when I called on May 10, 2012 for instructions on preparing an electronic
amendment, Kristina Usry instructed me that the amendment could be made in Part VIII, as follows:
Part VII, Line 4 -- Pentagon Federal Credit Union CD matured as reported in 2010. However, share account was not closed. The amendment is as follows: (C)(1)
HoT
Part VII - Line 80 -- Houston Tx Ref-Pub Imp -Ser A Bond: (B)(1) A (BX2) Interest (C)1) K (CK2) T (D)(1) Buy (D)2) 3/11/10(D)3) K (D)4) Blank (D)
(5) Blank
Part VII - Line 81 - Dallas Cnty Comnty College Dist Rfdg Bond: (B)(1) (B21) Interest (C1) K(C)(2) T(D)(1) Buy (DN2) 69/10 (D)3) K (D)4) Blank (D)
(5) Blank
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.