John Watson Lungstrum

What was filed

270
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

ABA Class Action Institute

As filed

Morgan Stanley Bank (Money Mkt) — Int/Div — Wids

Tucson AZ Wir Dist. (Bond) — Interest — Sold

College Station TX School District (Bond) — Interest

Johnson Cty, KS Water Dist (Bond) — Interest

Eaton Vance Tax MGD Growth Fund (Mutual Fund) — Int/Div

EV Floating Rate A (Mutual Fund) — Interest

Glassboro NJ (Bond) — Interest — Sold

Clearbridge Energy (Mutual Fund) — Int/Div

EV Kansas Municipals (Mutual fund) — Interest

Blackrock Res & Comm Strat TR (Mutual Fund) — Int/Div

Gabelli Div & Incm TR (Mutual Fund) — Int/Div

Tortoise MLP Fund Inc. (Mutual Fund) — Int/Div

Gamesville FLA Utilities SYS (Bond) — Interest

Louisiana St Energy & PWR Auth (Bond) — Interest

IRA — Interest

3M Company (stock) — Buy

Abbott Laboratories (stock) — Buy

Abbvie Inc Com (stock) — Buy

Ace Ltd (stock) — Buy

Ace Ltd (stock) — Sold (part)

ADT Corporation Com (stock) — Buy

Allergan PLC SHS (stock) — Buy

Allergan PLC SHS (stock) — Buy (add'l)

AMC Networks Inc CL A (stock) — Buy

AMC Networks Inc CL A (stock) — Buy (add'l)

American Express Co (stock) — Buy

American Express Co (stock) — Sold

Amer Intl GP Inc New (stock) — Buy

Anadarko Pete (stock) — Buy

Anadarko Pete (stock) — Buy (add'l)

Anthem Inc Com (stock) — Buy

AQR Managed Futures (Mutual Fund)

Artisan Midcap Value (Mutual Fund) — Sold

Artisan Midcap Value (Mutual Fund) — Buy

Aston/Montag & Caldwell GRW N (Mutual Fund) — Sold

Autodesk Inc. Delaware (stock) — Buy

BHP Billiton Ld (stock) — Buy

BHP Billiton Ld (stock) — Buy (add'l)

Biogen Inc Com (stock) — Buy

Biogen Inc Com (stock) — Buy (add'l)

Blackrock Equity Div {Mutual Fund) — Sold

Blackrock Stratege Inc. OPP (Mutual Fund) — Buy

Bristol Myers Squibb Co (stock) — Buy

Bristol Myers Squibb Co (stock) — Sold (part)

S10. — Sold (part)

Broadcom Corp CL A (stock) — Buy

Cablevision Systems Corp (stock) — Buy

Cablevision Systems Corp (stock) — Sold

Causeway Intl Value (Mutual Fund) — Buy

Causeway Intl Value (Mutual Fund) — Buy (add'l)

Chevron Corp (stock) — Buy

Chevron Corp (stock) — Buy (add'l)

Citigroup Inc New (stock) — Buy

Citrix Systems Inc (stock) — Buy

CME Group Inc (stock) — Buy

CMS Energy CP (stock) — Buy

Coca Cola Co (stock) — Buy

Comcast Corp CL A Special New (stock) — Buy

ConocoPhillips (stock) — Buy

Cree Research Ine (stock) — Buy

Diageo PLC Spon ADR New (stock) — Buy

Discovery Communications Ser A (stock) — Buy

Discovery Communications Ser A (stock) — Buy (add'l)

Dolby Cla A Com Stk (stock) — Buy

Dollar Gen Corp New Com (stock) — Buy

Dollar Gen Corp New Com (stock) — Buy (add'l)

Domimon Res Inc (New) (stock) — Buy

Dow Chemical Co (stock) — Buy

Dow Chemical Co (stock) — Buy (add'l)

Du Pout El De Nemours & Co (stock) — Buy

FOG Resources (stock) — Sold

Eversource Energy Com (stock) — Buy

Eversource Energy Com (stock) — Sold

Exelon Corp (stock) — Buy

Exxon Mobile Corp (stock) — Buy

Exxon Mobile Corp (stock) — Buy (add'l)

Fidelity ADV FLTG RT (Mutual Fund) — Sold (part)

Fluor Corp New (stock) — Buy

Freeport-McMoran Inc. (stock) — Buy

Freeport-McMoran Inc. (stock) — Buy (add'l)

Gabelli Div & Incm (Mutual Fund)

Gabelli GLB SML & MD CP (Mutual Fund)

Gabelli Gold (Mutual Fund) — Sold

Gabelli Gold {Mutual Fund) — Buy

GAP Inc (stock) — Buy

GAP Inc (stock) — Buy (add'l)

General Electric Co (stock) — Buy

General Electric Co (stock) — Buy (add'l)

Goldman Sachs Grp Inc (stock) — Buy

Healthcare Sel (Mutual Fund) — Buy

Henderson Global Inc. (Mutual Fund)

Henderson Int'l Opportunities (Mutual Fund) — Sold

Henderson Intl Opport {Mutual Fund) — Buy

Home Depot, Inc. (stock) — Buy

Home Depot, Inc. (stock) — Sold (part)

Honeywell International Inc (stock) — Buy

Immunogen Inc. (stock) — Buy

Immunogen Inc. (stock) — Buy (add'l)

Intel Corp (stock) — Buy

Intemational Paper Co (stock) — Buy

Invesco Small Cap Value Y (Mutual Fund) — Buy

Invesco Small Cap Y (Mutual Fund) — Sold

IShares Gold Trust (Mutual Fund) — Sold

IShares IBOXX Invest (Mutual Fund) — Sold

IShares Russell 200 GRWTH ETF (Mutual Fund) — Buy

IShares Russell 200 GRWTH ETF (Mutual Fund) — Buy (add'l)

IShares S&P S00 Growth (Mutual Fund)

IShares S&P S00 Val (Mutual Fund)

IShares S&P Mid-Cap 400 G ETF (Mutual Fund) — Buy

IShares S&P Mid-Cap 400 G ETF (Mutual Fund) — Buy (add'l)

IShares S&P Mid Cap 400G (Mutual Fund) — Sold (part)

IShares S&P Mid Cap 400 V (Mutual Fund) — Sold (part)

Shares Tips Bond (Mutual Fund) — Sold

IShares MSCI Japan (Mutual Fund) — Buy

ISIS Pharm Inc (stock) — Buy

Intl Business Machines Corp (stock) — Buy

Intl Business Machines Corp (stock) — Sold

Johnson & Johnson (stock) — Buy

JP Morgan Chase & Co (bond) — Sold

JP Morgan Chase & Co (stock) — Buy

Kroger Co (stock) — Buy

L-3 Communications Holdings Inc. (stock) — Buy

Liberty Broadband Corp S-A (stock) — Buy

Liberty Broadband Corp S-C (stock) — Buy

Liberty Interactive Corp QVC A (stock) — Buy

Liberty Interactive Corp QVC A (stock) — Buy (add'l)

Liberty Inter Co Venture Ser A (stock) — Buy

Liberty Media Corp Ser A (stock) — Buy

Liberty Media Corp Ser C (stock) — Buy

Lockheed Martin Corp (stock) — Buy

Lockheed Martin Corp (stock) — Sold

MSDW Lig. Asset (Money market fund)

MSIF US Real Estate (Mutual Fund) — Sold

Marathon Oil Co (stock) — Buy

Marathon Petroleum Corp (stock) — Buy

Marathon Petroleum Corp (stock) — Sold

Mc Donalds Corp (stock) — Buy

Merck & Co Inc New Com (stock) — Buy

Medtrome PLC SHS (stock) — Buy

Metlife Incorporated (stock) — Buy

Microsoft Corp (stock) — Buy

Mondelez Intl Inc Com (stock) — Buy

Mondelez Intl Inc Com (stock) — Sold

Morgan Stanley (stock) — Buy

Motorola Solutions Inc (stock) — Buy

National Oilwell Varco Inc (stock) — Buy

National Oilwell Varco Inc (stock) — Buy (add'l)

Nextera Energy Inc Com (stock) — Buy

Northrop Grumman CP (Hldg Co) (stock) — Buy

Now Inc (stock) — Buy

Now Inc (stock) — Buy (add'l)

Nuance Communications Inc (stock) — Buy

Nucor Corporation (stock) — Buy

Nucor Corporation (stock) — Buy (add'l)

Occidential Petroleum Corp De (stock) — Buy

Occidential Petroleum Corp De (stock) — Buy (add'l)

Oracle Corp (stock) — Buy

Oracle Corp (stock) — Buy (add'l)

Pentair PLC (stock) — Buy

Pentair PLC (stock) — Buy (add'l)

Pfizer Inc (stock) — Buy

Pfizer Inc (stock) — Buy (add'l)

Philip Morris Intl Inc (stock) — Buy

Powershares DB Comm (Mutual Fund) — Sold

Praxair Inc (stock) — Buy

Praxair Inc (stock) — Sold (part)

Procter & Gamble (stock) — Buy

Prudential Financial Inc (stock) — Buy

Prudential Financial Inc (stock) — Buy (add'l)

Prudential Jennison Nat. Res. (Mutual Fund) — Sold

Prudential Jennison Natl Res Z (Mutual Fund) — Buy

Prudential Jennison Natl Res Z (Mutual Fund) — Buy (add'l)

Public Service Enterprise GP (stock) — Buy

Public Service Enterprise GP (stock) — Buy (add'l)

Qualcomm Inc. (stock) — Buy

Quest Diagnostics Inc (stock) — Buy

Quest Diagnostics Inc (stock) — Buy (add'l)

Raytheon Co (stock) — Buy

Raytheon Co (stock) — Sold (part)

Revnolds American Inc (stock) — Buy

Rovee Premier Inv. (Mutual Fund)

Royee Value Plus (Mutual Fund) — Sold

Salient MLP & Energy (Mutual Fund)

Sandisk Corp (stock) — Buy

Sandisk Corp (stock) — Buy (add'l)

Schlumberger LTD (stock) — Buy

Seagate Technology PLC (stock) — Buy

Seagate Technology PLC (stock) — Buy (add'l)

Sempra Energy (stock) — Buy

Sempra Energy (stock) — Sold (part)

SPDR Barcap Shrt term (Mutual Fund)

SPDR Wilshire Intl Real Est (Mutual Fund) — Buy

SPDR Wilshire Intl Real Est (Mutual Fund) — Sold

Starz Senes A(stock) — Buy

Starz Senes A(stock) — Buy (add'l)

Suntrust Bks (stock) — Buy

TE Connectivity LTD New (stock) — Buy

Tekla (f'k/a H&Q) Healthcare Fd (Mutual Fund)

Tekla Healthcare Invs (Mutual Fund) — Sold

Templeton Global {Mutual Fund) — Sold

Texton Westwood (Mutual Fund) — Sold

Thomburg DevWorld (Mutual Fund) — Sold

Third Avenue Real Est Val Inst (Mutual Fund) — Buy

Total S A Spon Adr (stock) — Buy

Travelers Companies Ine Com (stock) — Buy

Travelers Companies Ine Com (stock) — Sold (part)

Twitter Inc (stock) — Buy

Twitter Inc (stock) — Buy (add'l)

Tyco Intl PLC SHS (stock) — Buy

Tyco Intl PLC SHS (stock) — Buy (add'l)

U S Bancorp Com New (stock) — Buy

Unilever NV NY SH New (stock) — Buy

Union Pacific Corp (stock) — Buy

Unitedhealth GP Inc (stock) — Buy

Unitedhealth GP Inc (stock) — Buy (add'l)

United Parcel Ser Inc CL-B (stock) — Buy

United Technologies Corp (stock) — Buy

United Technologies Corp (stock) — Sold (part)

Van KMPN Dynamic CR OPP Fund (Mutual Fund) — Sold

Vanguard Info Tech (Mutual Fund) — Buy

Vanguard Reit (Mutual Fund)

Vanguard REIT E11 (Mutual Fund) — Buy

Vanguard Total Bond Mkt (Mutual Fund) — Sold (part)

Vanguard S# T™ Bd Indy (Mutual Fund) — Buy

Verizon Communications (stock) — Buy

Vertex Pharmaceuticals (stock) — Buy

Vertex Pharmaceuticals (stock) — Buy (add'l)

Virtus Insight Emerg Mkts (Mutual Fund) — Buy

Virtus Insight Emerg Mkts (Mutual Fund) — Buy (add'l)

Well Fargo & Co New (stock) — Buy

Wells Fargo Adv Disc (Mutual Fund) — Sold

Western Digital Corporation (stock) — Buy

Western Digital Corporation (stock) — Buy (add'l)

Weatherford Intl Lid (stock) — Buy

Weatherford Intl Lid (stock) — Buy (add'l)

Weverhaeuser Co (stock) — Buy

Wisdomtree Japan (Mutual Fund) — Sold

Wisdomtree Europe (Mutual Fund)

Reimbursement — ABA Class Action Institute — 100212015 10/23.2015 — New Orleans, LA — Legal Education — Travel Expenses

Part VII:

1 have treated reinvestment programs as exempt because they merely represent i change in the form of the asset.

With regard to Line 1, | have not provided dates and value codes because the transactions are numerous, usually small and are the equivalent of bank deposits and

withdrawals. Morgan Stanley Bank was formerly known as Morgan Stanley Liquid Asset Fund.

On lines 8, 10, 11 and 12, T have corrected the description to show that the assets are mutual funds and not stocks as previously reported.

With regard to the IRA (line 15), | have only shown mterest in Column B(2) because the computer program would permit listing only one type. However,

dividends and capital gains were also realized by the IRA.