Patricia Head Minaldi
2010
Ask Donna
Pull out the substance of this filing.
What was filed
27
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income
Named parties
- see note Part VIII
- see note Part VIII.
- see note Part VII
- IRA
- James IRA
- Deferred Comp. Plan
- Deferred Comp Plan
- Southwest Louisiana Bar Association
As filed
Northwest Mutual Ins. Co. (account)* — Interest — see note Part VIII
Legg Mason Cash Reserve Trust — Int/Div
Hibermia National BankCapital One (Accounts)(liquidated) — Interest — see note Part VIII.
Smith Bamey (formerly Legg Mason Special Investment) Trust — Int/Div
Smith Bamey (formerly Legg Mason Cash Reserve Trust) — Int/Div
Smith Bamey (formerly Legg Mason Opportunity Trust) — Int/Div
Smith Bamey (formerly Legg Mason Cash Reserve Trust) — Int/Div
Smith Bamey (formerly Legg Mason Opportunity Trust) — Int/Div
Other Property - St. Mary Parish* — None — see note Part VII
AXA Equitable (formerly Fidelity Aggressive Growth) — Int/Div — IRA
AXA Equitable (formerly Fidelity Growth Companies) — Int/Div — IRA
AXA Equitable (formerly Fidelity Value) — Int/Div — IRA
Spartan Total Market Index — Int/Div — IRA
AIM Equity Funds Blue Chip Fund — Int/Div — James IRA
Hartford Mutual Funds Capital Appreciation Fund — Int/Div — James IRA
Hartford Mutual Funds Midcap Fund — Int/Div — James IRA
Hartford Mutual Funds Global Health Fund — Int/Div — James IRA
First Trust Target VIP Portfolio — Int/Div
La. State Employee Retirement System — None — see note Part VIII
Series EE Bonds — None
Maxim Stock Index Portfolio — None — Deferred Comp. Plan
American Century Ultra Fund — None — Deferred Comp. Plan
Maxim INVESCO Small Cap Growth Portfolio — None — Deferred Comp Plan
JP Morgan Chase Bank* — Interest — see note Part VII
Western Asset Money Market — Int/Div
WR Advisors Science and Technology — Int/Div
25% Interest in Estate jafn@ier ar — None
Reimbursement — Southwest Louisiana Bar Association — March 24, 2010 March 26. 2010 — Houston, Texas — Bench Bar Conference — Reimbursement for lodging
I. Dissolved in divorce.(From Part VII, record 1).
2. Liquidated. (From Part VII, record 3).
fro
3.
od
i
7 separate property - erroneously included on last report. (From Part VII, record 9).
4. La. State Employee Retirement Plan is in litigation (From Part VII, record 19).
5. Dissolved in community property settlement and erroneously included on last report. (From Part VII, record 24).
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.