Louisa S Porter

2011Final

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 284

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • University of San Diego School of Law
  • Intemational Associaton for Court Admumstration
  • CHASE
  • American Conterence Institute
  • Annuity «= Safeco/Symatra
  • Annuity - CNA
  • University of San Diego School of Law - Professor - salary

As filed

JADA UNLIMITED — None

DTMS INC — None

PACO-NIKKI S.A. - Purchased 11/95 $87.850.02 — None

CALIFORNIA BANK AND TRUST m — Interest

UBS FINANCIAL SERVICES pm (IRA)

LIQUID ASSET FUND mi (IRA) — Interest

T-BILL mu (IRA) — Interest — Sold (part)

AMERICAN INC FD OF pu (IRA) — Int/Div

AMERICAN CAP INC BUILDER Cm (IRA) — Int/Div

BOEING CO wm (IRA) — Int/Div

FORD CO NEW m (IRA) — Int/Div — Buy (add'l)

GENERAL ELECTRIC CO mm (IRA) — Int/Div

MOTORS LIQ CO mm (IRA) — Int/Div — Distnbuted

MEDTRONIC INC mn (IRA) — Int/Div

UBS FINANCIAL SERVICES (IRA) []

AMERICAN FNDMNTL INVEST — Int/Div — Buy (add'l)

AMERICAN NEW PERSPECTIVE — Int/Div — Buy (add'l)

AMERICAN GR FD OF AMERICA — Int/Div — Buy (add'l)

AMERICAN SMALLCAP WORLD — Int/Div — Buy (add'l)

UBS FINANCIAL SERVICES (IRA) __

BERSHIRE HATHAWAY (IRA) — None

COSTCO WHOLESALE (IRA) — Int/Div

DEVON ENERGY (IRA) — Int/Div

DUN & BRADSTREET (IRA) — Int/Div

LOEWS CORP(IRA) — Int/Div

MOODYS CORP (IRA) — Int/Div

SEALED AIR CP (IRA) — Int/Div

TRANSATLANTIC HOLDING (IRA) — Int/Div

WELLS FARGO & CO (IRA) — Int/Div — Buy (add'l)

DIAGEO PLC SPON NEW (IRA) — Int/Div — Buy (add'l)

FOG RESOURCES (IRA) — Int/Div

MICROSOFT CORP (IRA) — Int/Div — Buy (add'l)

PROGRESSIVE CORP (IRA) — Int/Div

COCCIDENTAL PETROLEUM (IRA) — Int/Div

IRON MOUNTAIN INC (IRA) — None

AMERIPRISE FINCL (IRA) — Int/Div

HARLEY DAVIDSON INC (IRA) — Int/Div

CASH (IRA) — None

PROCTOR & GAMBLE (IRA) — Int/Div

BANK OF NEW YORK MELLON CORP (IRA) — Int/Div

CANADIAN NATURAL RESOURCES LTD (IRA) — Int/Div

TYCO ELECTRONICSLTD (IRA) — Int/Div

AGILENT TECHNOLOGIES (IRA) — None

BED BATH & BEYOND (IRA) — None

EXPRESS SCRIPTS INC (IRA) — None

GOOGLE INC (IRA) — Int/Div

GRUPO TELEVISA SA. GLOBAL (IRA) — Int/Div

HEWLETT! PACKARD (IRA) — Int/Div

JOHNSON & JOHNSON (IRA) — Int/Div

PHILIP MORRIS INTL INC (IRA) — Int/Div — Buy (add'l)

TEXAS INSTRUMENTS (IRA) — Int/Div

BECTON DICKINSON & CO(IRA) — None

MERK & CO INC (IRA) — Int/Div

PFIZER INC (IRA) — Int/Div

TRANSOCEAN LTD({IRA) — None

BAXTER INTL (IRA) — Int/Div

COCO COLA CO(IRA) — Int/Div

LOCKHEEED MARTIN CORP (IRA) — Int/Div

MONSANTO (IRA) — Int/Div

ACELTD CHF — Int/Div — Buy

ABBOTT LABS — Int/Div — Buy

AT&T INC — Int/Div — Buy

BANK OF NOVA SCOTIA CANADA CAD — Int/Div — Buy

WEYERHAEUSER CO UNSOLICITED — Int/Div — Buy

WAL MART STORES INC UNSOLICITED — Int/Div — Buy

VODAFONE GROUP PLC NEW SPON ADR — Int/Div — Buy

VERIZON COMMUNICATIONS INC — Int/Div — Buy

VFCORP UNSOLICITED — Int/Div — Buy

DEERE AND CO — Int/Div — Buy

CONOCOPHILLIPS — Int/Div — Buy

CONS ENERGY INC — Int/Div — Buy

CHEVRON CORP — Int/Div — Buy

CHUBB CORP — Int/Div — Buy

CENTURYLINK — Int/Div — Buy

CAMECO CORP CANADA CAD — Int/Div — Buy

CATERPILLAR INC — Int/Div — Buy

CDNNATL RAILWAY COCAD — Int/Div — Buy

BRISTOL MYERS SQUIBB CO — Int/Div — Buy

BHP BILLITON LTD SPON ADR — Int/Div — Buy

BANK OF NOVA SCOTIA CANADA CAD — Int/Div — Buy

COMCAST CORP NEW SPECIALCL A — Int/Div — Buy

AT&T INC — Int/Div — Buy

JPMORGAN CHASE & CO — Int/Div — Buy

JOHNSON CONTROLS INC — Int/Div — Buy

INTL BUSINESS MACH — Int/Div — Buy

INTEL CORP — Int/Div — Buy

HONEYWELL INTL INC — Int/Div — Buy

HOME DEPOT INC — Int/Div — Buy

GENL MILLS INC — Int/Div — Buy

GENL ELECTRIC CO — Int/Div — Buy

GENL DYNAMICS CORP — Int/Div — Buy

ENBRIDGE INC CAD — Int/Div — Buy

EXXON MOBIL CORP — Int/Div — Buy

EQT CORP — Int/Div — Buy

DU PONT DE NEMOURS — Int/Div — Buy

DOW CHEMICAL — Int/Div — Buy

DOMINION RESOURCES INC VA INEW) — Int/Div — Buy

FIRSTENERGY CORP — Int/Div — Buy

KIMBERLY CLARK CORP — Int/Div — Buy

LORILLARD INC — Int/Div — Buy

LIMITED BRANDS INCCL A — Int/Div — Buy

SCHLUMBERGER LTD NETHERLANDS ANTILLES — Int/Div — Buy

RIO TINTO PLC SPON ADR — Int/Div — Buy

RAYTHEON CO NEW — Int/Div — Buy

PUBLIC SERVICE ENTERPRSE GROUP INC — Int/Div — Buy

PRAXAIR INC — Int/Div — Buy

PRUDENTIAL FINANCIAL INC — Int/Div — Buy

PROCTER & GAMBLE CO — Int/Div — Buy

PEABODY ENERGY CORP — Int/Div — Buy

NEXTERA ENERGY INC COM — Int/Div — Buy

NORTHROP GRUMMAN CORP — Int/Div — Buy

NORTHEAST UTILITIES — Int/Div — Buy

MEADWESTVACO CORP — Int/Div — Buy

MCDONALDS CORP — Int/Div — Buy

MARATHON PETROLEUM CO — Int/Div — Buy

MARATHON OIL CORP — Int/Div — Buy

UNTD TECHNOLOGIES CORP — Int/Div — Buy

TOTAL S.A. FRANCE SPON ADR — Int/Div — Buy

US BANCORP DEL (NEW) — Int/Div — Buy

UNILEVER NV N'Y SHS NEW NETHERLANDS SPON ADR — Int/Div — Buy

TRAVELERS COS INC/THE — Int/Div — Buy

IM CO — Int/Div — Buy

TORONTO DOMINION BK NEW CANADA CAD — Int/Div — Buy

SOUTHERN CO — Int/Div — Buy

SEMPRA ENERGY — Int/Div — Buy

UBS FINANCIAL SERVICES (IRA) ]

ALCATEL ADS (IRA) — None

CENTRAIS ELECTRICAS (IRA) — None

DEUTSCHE TELEKOM (IRA) — Int/Div

LIQUID ASSET FUND (IRA) — None

MITSUBISHI UFJ (IRA) — Int/Div

NIPPON TELEGRAPH (IRA) — Int/Div

AT&T INC (IRA) — Int/Div — Buy (add'l)

TELEBRAS (IRA) Renamed — Int/Div

TELEFONICA DE ESPANA (IRA) — Int/Div

TELEFONOS DE (IRA) — Int/Div

VERIZON COMMUNICATIONS (IRA) — Int/Div

XEROX (IRA) — Int/Div

KONINKLUKE AHOLD (IRA) — Int/Div

SAFEWAY (IRA) — Int/Div

MARKS & SPENCER GRP (IRA) — Int/Div

VIVO PARTICIPACOES (IRA) — Int/Div

TELECOM ITALIA SPA (IRA) — Int/Div

FRANCE TELECOM (IRA) — Int/Div

FUJIFILM HLDGS (IRA) — Int/Div

GLAXOSMITHKLINE PLC (IRA) — Int/Div — Buy (add'l)

PFIZER INC (IRA) — Int/Div

PORTUGAL TELECOM (IRA) — Int/Div

TIM PARTICIPACOES (IRA) — Int/Div

UNILVER NV NY (IRA) — Int/Div

CASH (IRA) — None

FIFTH 3RD BANCORP OHIO (IRA) — Int/Div

SANOFI AVENTIS ADS (IRA) — Int/Div

STMICROELECTRONICS (IRA) — Int/Div

BOSTON SCIENTIFIC CORP — None

DELL INC (IRA) — None

DOW CHEMICAL (IRA) — Int/Div

INTEL CORP (IRA) — Int/Div — Buy (add'l)

MICROSOFT CORP (IRA) — Int/Div

SUPERVALU INC (IRA) — Int/Div

ASTRAZENECA PLC ADS (IRA) — Int/Div

LM ERICSSON LM TEL ADR CL B NEW (IRA) Renamed — Int/Div

MIZUHO FNCL INC C SPONS ADR (IRA) — Int/Div

MOTOROLA INC (IRA) — Int/Div

SUMITOMO MITSUI FINL GRP ADR (IRA) — Int/Div

TELE NORTE LESTE PART SA ADR (IRA) — Int/Div

AEGON NV (IRA) — Int/Div

BANK OF AMERICA CORP (IRA) — Int/Div

CANON INC (IRA) — Int/Div

GENERAL ELECTRIC CO(IRA) — Int/Div

J SAINSBURY PLC (IRA) — Int/Div

MASCO CORP (IRA) — Int/Div

MS&AD (IRA) Renamed from MITSUI SUMITOMO (IRA) — Int/Div

NOKIA CP (IRA) — Int/Div

SONY CORP NEW (IRA) — Int/Div

TEXAS INSTRUMENTS (IRA) — Int/Div

TOKIO MARINE HOLDING (IRA) — Int/Div

BRASIL TELECOM S A SPON ADR (IRA) — None

BRASIL TELECOM SA REPSTG PFIXIRA) — None

ENISPA OT SPON ADR (IRA) — Int/Div

MERCK & CO INC (IRA) — Int/Div

NISSAN MTR LTD SPONS ADR (IRA) — Int/Div

REGIONS FINANCIAL (IRA) — Int/Div

SUNTRUST BANKS INC (IRA) — Int/Div

SWISS REINS CO (IRA) — Int/Div

TOYOTA MOTOR CORP NEW (IRA) — Int/Div

VALERO ENERGY CORP NEW (IRA) — Int/Div

WELLS FARGO & CO (IRA) — Int/Div

ASTELLAS PHARMA INC (IRA) — Int/Div

BB&T CORP (IRA) — Int/Div

CARREFOUR SA (IRA) — Int/Div

CHEASAPEAKE ENERGY (IRA) — Int/Div

CHEVRON CORP (IRA) — Int/Div

DANCHI SANKYO (IRA) — Int/Div

INTESA SANPAOLO (IRA) — Int/Div

KROGER COMPANY (IRA) — Int/Div

LOWES COMPANIES (IRA) — Int/Div

MARSH & MCLENNAS (IRA) — Int/Div

SEVEN &] HOLDINGS (IRA) — Int/Div

TAKEDA PHARMACEUTICAL (IRA) — Int/Div

TOTAL S.A. FRANCE (IRA) — Int/Div

PLAINS ALL AMER PIPELINE LP UNITLTD PARTNERSHIP — Int/Div — Buy

YPF SOCIEDAD ANONIMA SPONS ADR DEP SHS REP — Int/Div — Buy

UBS FINANCIAL SERVICES mm (IRA

ALCATEL - LUCENT ADS mn (IRA) — None

BRASIL TELECON mm IRA) — Int/Div

BRASIL TELECOM S A SPO mm (IRA) — None

CENTRAIS ELECT mm (IRA) — None

DEUTSCHE TELEKOM mr (IRA) — Int/Div

MARKS & SPENCER m (IRA) — Int/Div

MITSUBISHI UFJ (IRA) — Int/Div

NIPPON TELEGRAPH m7 (IRA) — Int/Div

AT&T mm (IRA) — Int/Div

TELECOMUNICAS BRAS pu (IRA — Int/Div

TELEFONICA DE ESPAY mn (IRA) — Int/Div

TELEFONOS DE my (IRA) — Int/Div

VERIZON COMMUN m1 (IRA) — Int/Div

GLAXOSMITHKLINE m7 (IRA) — Int/Div

SAFEWAY CORP m (IRA) — Int/Div

VIVO PARTICIPACOES mn (IRA) — None

TELCOM ITALIA SPA m (IRA) — Int/Div

AEGON NV ADR mn (IRA) — Int/Div

FRANCE TELECOM mu (IRA) — Int/Div

FUJIFILM HLDGS yam (IRA) — Int/Div

KONINKLUKE AHOLD 7 (IRA) — None

PFIZER INC gm (IRA) — Int/Div

PORTUGAL TELECOM SGPS mu (IR — Int/Div

TIM PARTICIPACOES mu (IRA) — Int/Div

UNILEVER NV NY mn (IRA) — Int/Div

FIFTH 3RD BANCORP OHIC my (IRA) — Int/Div

SANOFI AVENTIS ADS su (IRA) — Int/Div

STMICROELECTRONICS mn (IRA) — Int/Div

BOSTON SCIENTIFIC CORP mn (IRA) — None

DELL INC gm (IRA) — None

DOW CHEMICAL jy ) (IRA) — Int/Div

INTEL CORP pm (IRA) — Int/Div

MICROSOFT COR: wu (IRA) — Int/Div

SUPERVALU INC mu (IRA) — Int/Div

ASTRAZENECA PLC ADS 1m (IRA) — Int/Div

CITIGROUP INC gu (IRA) — Int/Div

MIZUHO FNCL INC C SPONS ADR m (IRA) — Int/Div

MOTOROLA INC i (IRA) — Int/Div

SUMITOMO MITSUI FINL GRP ADR (IRA) — None

TELE NORTE LESTE PART SA ADE my (IRA) — None

BANK OF AMERICA mn (IRA) — Int/Div

CANON INC ADR NEWmm (IRA) — Int/Div

GENERAL ELECTRIC CO mn (IRA) — Int/Div

J SAINSBURY PLC SPON ADR NEW i (IRA) — Int/Div

MASCO COR wm (IRA) — Int/Div

NOKIA CP ADR mn (IRA) — Int/Div

TEXAS INSTRUMENTS m (IRA) — Int/Div

TOKI MARINE HOLDING mn (IRA) — Int/Div

CARREFOUR SA ADF mn (IRA) — None

ENISPA IT SPON ADR m1 (IRA) — None

KEYCORP NEWmm (IRA) — None

MERCK & CO INC gm (IRA) — Int/Div

PNC FINANCIAL SERVICES GROUP (RA) — Int/Div

SONY CORP mn (IRA) — Int/Div

SUNTRUST BANK! gm (IRA) — Int/Div

TOYOTA MOTOR CORP mn (IRA) — Int/Div

VALERO ENERGY COR! gu (IRA) — Int/Div

WELLS FARGO J ) (IRA) — Int/Div

UBS CASH RESERVES FUND my (IRA) — Int/Div

ASTELLA’ gm (IRA) — Int/Div

BB&T CORP pm (IRA) — Int/Div

CHEVRO! gm (IRA) — Int/Div

INTES SANPAOLO m1 (IRA) — Int/Div

LOWES COMPANIES m1 (IRA) — Int/Div

NISSAN MTZ a (IRA) — Int/Div

REGIONS FINANCIAL mm (IRA) — Int/Div

SEVEN & HLDGS — Int/Div

SWISS REINS m1 (IRA) — Int/Div

TAKEDA PHARM p17 (IRA) — Int/Div

TOTALS. A. mn (IRA) — Int/Div

WSTN DIGITAL mn (IRA) — Int/Div

UBS FINANCIAL SERVICES (IRA; mn

LIQUID ASSET FUND (IRA) — Int/Div

AMERICAN FUNDS INCOME (IRA) — Int/Div

AMERICAN FUNDS CAPITAL INCOME (IRA) — Int/Div — Buy (add'l)

BLACKROCK GLOBAL ALLOCATION (IRA) — Int/Div — a

VAN ECK GLOBAL HARD (IRA) — Int/Div — Buy (add'l)

FRANKLINTEMPLETON (IRA) — Int/Div

LORD ABBET1 (IRA) — Int/Div

PIMCO ALL ASSETS (IRA) — Int/Div

Board of Visitors, University of San Diego School of Law

Board of Advisors, Intemational Associaton for Court Admumstration

Liability — CHASE — CREDIT CARD

Reimbursement — American Conterence Institute — 06/22-2372011 — Boston, Mass. — speaker for seminar — transportabon and hotel

Spouse's income — 20113/12 — Annuity «= Safeco/Symatra

Spouse's income — 3/12 — Annuity - CNA

Spouse's income — 20113/12 — University of San Diego School of Law - Professor - salary

Positions:

PACO-NIKKI S.A. - is a privately held Costa Rican Corporation formed to purchase and hold property - purchased property | 1/95 for $87,859.02

Board of Visitors - University of San Diego School of Law is an advisory board consisting of community leaders and alumni. Although the Board does assist in

raising funds for the endowment, it is not required and | am NOT involved in any fund raising.

Board of Advisors - International Association for Court Administration is an advisory board consisting of judges and international leaders in court administration

No fund raising is involved in this position or the board,

NON-INVESTMENT INCOME:

3A. Certain of my income while an attorney was taken as annuities - as they are paid they are listed here.

REIMBURSEMENTS:

All reimbursements listed are for educational seminars in which | was a speaker or presenter.

LIABILITIES:

Any liabilities previously listed that do not appear on this report did not meet the reporting limits on 03/31/2012 or at any time during 2011-3/12 per the

structions,

INVESTMENTS AND TRUSTS:

JADA LIMITED: This asset will continue to be listed until an investigation into assets is completed.

DTMS: A claim has been submitted to the US District Court in connection with a pending action. There has been no disposition,

IRA's: all dividends, income, or capitol are rolled over into the IRA. There is no realized income.

Investments are grouped by account. New investments are listed at the end of each account group.

Section VII of this report wis prepared by a Certified Public Accountant in accordance with policy.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.