Karla R. Spaulding

2011Annual

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Pull out the substance of this filing.

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.

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