Sarah A. Hall

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

209
investments
4
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

Oklahoma Bar Association Bankruptcy Reorganization Committee
Federal Bar Association = Oklahoma City Chapter
The Historical Society tor the United States District Court for the Western District of Oklahoma
Board of Visitors, University of Oklahoma Honors College
spouse (self-employed lawver) professional corporation - salary and member distribution « K+
National Cooperative Refinery Association - royalty

As filed

IRA #2

Morgan Stanley Smith Bamey Bank Deposit Program — None

LL&E Royalty Trust — None

Massachusetts Mutual Limited Pay Whole Life Policy — Int/Div

Massachusetts Mutual Variable Life Select Policy

The Oppenheimer Capital Appreciation Fund — None

The Oppenheimer Small & Mid Cap Growth Fund — None

Massachusetts Mutual Whole Life Policy — Int/Div

Massachusetts Mutual Ltd Pay Whole Life @ 65 Policy — Int/Div

Massachusetts Mutual Ltd Pay Whole Life Policy — Int/Div

Massachusetts Mutual Whole Life Policy — Int/Div

Massachusetts Mutual Ltd Pay Whole Life @6S Policy — Int/Div

TRUST #1

Morgan Stanley Private Bank — Interest

AT&T — Int/Div — Buy

AT&T — Buy

AT&T — Sold (part)

Chevron Corp. — Int/Div — Buy

Chevron Corp. — Buy

Community Trust Bancorp Inc — Int/Div — Buy

Community Trust Bancorp Inc — Sold (part)

Duke Energy Corp. New — Int/Div — Buy

Duke Energy Corp. New — Sold (part)

Emerson Electronic Co. — Int/Div — Buy

Emerson Electronic Co. — Sold (part)

Exxon Mobil Comp. — Int/Div — Buy

Exxon Mobil Comp. — Sold

Nucor Corporation — Int/Div — Buy

Nucor Corporation — Buy

Proctor & Gamble — Int/Div — Buy

Proctor & Gamble — Sold (part)

Realty Income Corp — Int/Div — Buy

Realty Income Corp — Sold (part)

Sonoco Products Co. — Int/Div — Buy

Sonoco Products Co. — Sold (part)

Allianz NGJ Divid Int — Int/Div — Sold

DNP Select Income Inc — Int/Div — Buy

DNP Select Income Inc — Buy

DNP Select Income Inc — Sold (part)

Eaton Vance Risk Mngd — None — Sold

Eaton Vance Tax Mgd Div Equ Fd — Int/Div — Buy

Eaton Vance Tax Mgd Div Equ Fd — Buy

Nuveen Taxable Municipal Incm FD — Int/Div — Buy

S10. — Buy

PIMCO Corporate & Income Oppor — Int/Div — Buy

PIMCO Corporate & Income Oppor — Sold (part)

PIMCO Corporate & Income Oppor — Buy

Franklin Income Adv — Int/Div — Buy

Franklin Income Adv — Sold (part)

Lord Abbett Sht Duration Inc. F — Int/Div — Buy

Lord Abbett Sht Duration Inc. F — Sold (part)

Target Corp. — Int/Div — Buy

Target Corp. — Sold (part)

Target Corp. — Buy

Altria Group Inc — Int/Div — Buy

Altria Group Inc — Buy

International Business Machines Corp — Int/Div — Buy

International Business Machines Corp — Buy

National Retail Properties — Int/Div — Buy

National Retail Properties — Sold

Verizon Communications — Int/Div — Buy

Verizon Communications — Sold (part)

Genume Parts Co. — Int/Div — Buy

Genume Parts Co. — Sold

Foot Locker Inc — Int/Div — Buy

Foot Locker Inc — Sold (part)

Alliance Berstem Income Ady — Int/Div — Buy

Alliance Berstem Income Ady — Buy

Alliance Berstem Income Ady — Sold (part)

Cardinal Health Inc — Int/Div — Buy

Cardinal Health Inc — Buy

Omega Healthcare Inv. Inc — Int/Div — Buy

Omega Healthcare Inv. Inc — Sold (part)

Eaton Vance Tax Mg CEF — Int/Div — Buy

Eaton Vance Tax Mg CEF — Buy

WP Carey Inc, Com — Int/Div — Buy

WP Carey Inc, Com — Sold (part)

Abbvie Inc. Com — Int/Div — Buy

Abbvie Inc. Com — Buy

General Mills, Inc — Int/Div — Buy

General Mills, Inc — Buy

Vector Group — Int/Div — Buy

Vector Group — Buy

Vector Group — Sold

Main Sreet Capital — None — Buy

Morgan Stanley Private Bank — Interest

AT&T. Inc — Int/Div — Buy

Chevron Corp. — Int/Div

Community Trust Bancorp Inc — Int/Div — Buy

Duke Energy Corp. New — Int/Div — Buy

Emerson Electric Co. — Int/Div — Buy

Exxon Mobil Corp. — Int/Div — Sold

Nucor Corporation — Int/Div — Buy

Proctor & Gamble — Int/Div — Buy

Realty Income Corp. — Int/Div — Buy

Sonoco Products Co. — Int/Div — Buy

Allianz NFJ David Int — None — Sold

DNP Select Income Inc — Int/Div — Buy

DNP Select Income Inc — Buy

Eaton Vance Risk Mngd — None — Sold

Eaton Vance Tax Mgd Div Equ FD — Int/Div — Buy

Nuveen Taxable Municipal Inem Fd — Int/Div — Buy

PIMCO Corporate & Incom Oppor — Int/Div — Buy

Franklin Income Adv — Int/Div — Sold

Lord Abbett Sht Duration Inc F — Int/Div — Buy

Lord Abbett Sht Duration Inc F — Buy

Target Corp. — Int/Div — Sold (part)

Altra Group Inc — Int/Div — Buy

International Business Machmes Corp — Int/Div — Buy

National Retail Properties — Int/Div — Sold

Verizon Communications — Int/Div — Buy

Genume Parts Co. — None — Sold

Foot Locker Inc — Int/Div — Sold (part)

Alliance Berstem Income Ady — Int/Div — Buy

Alliance Berstem Income Ady — Buy (add'l)

Cardinal Health Inc — Int/Div — Sold

Omega Healthcare Inv. Inc — Int/Div — Sold (part)

Eaton Vance Tax Mg CEF — Int/Div — Buy

Eaton Vance Tax Mg CEF — Buy

WP Carey Inc. Com — Int/Div — Buy

WP Carey Inc. Com — Buy

Abbvie Inc. Com. — Int/Div — Buy

Abbvie Inc. Com. — Buy

General Mills Inc — Int/Div — Buy

General Mills Inc — Sold (part)

Vector Group — Int/Div — Buy

Vector Group — Sold

Mam Street Capital Corp — None — Buy

TRUST #2 (sep ira 42)

MidFirst Bank Acct — Interest

Morgan Stanley Private Bank — Interest

AT&T Inc — Int/Div — Buy

Chevron Corp. — Int/Div — Buy

Community Trust Bancorp Inc — Int/Div — Buy

Duke Energy Corp. New — Int/Div — Sold (part)

Emerson Electric Co. — Int/Div — Sold (part)

Exxon Mobil Corp. — Int/Div — Sold

Nucor Corp — Int/Div — Sold (part)

Proctor & Gamble — Int/Div — Buy

Realty Income Corp. — Int/Div — Sold (part)

Sonoco Products Co. — Int/Div — Sold (part)

Allianz NFJ Divid Int — Int/Div — Sold

DNP Select Income Inc — Int/Div — Buy

DNP Select Income Inc — Buy

Eaton Vance Tax Risk Mngd — None — Sold

Eaton Vance Tax Mgd Div Equ FD — Int/Div — Buy

Nuveen Taxable Municipal Incm Fd — Int/Div — Buy

PIMCO Corporate & Income Oppor — Int/Div — Buy

Franklin Income Adv — Int/Div — Sold

Lord Abbett Sht Duration Inc. F — Int/Div — Buy

Lord Abbett Sht Duration Inc. F — Buy

Target Corp. — Int/Div — Sold (part)

Altra Group Inc — Int/Div — Buy

International Business Machmes Corp — Int/Div — Buy

National Retail — Int/Div — Sold

Verizon Communications — Int/Div — Sold (part)

Genume Parts Co. — Int/Div — Sold

Foot Locker Inc — Int/Div — Sold (part)

Alliance Berstem Income Ady — Int/Div — Buy

Alliance Berstem Income Ady — Buy

Cardinal Health Inc — Int/Div — Sold (part)

Omega Healthcare Inv. Inc — Int/Div — Sold (part)

Eaton Vance Tax Mg CEF — Int/Div — Buy

Eaton Vance Tax Mg CEF — Buy

WP Carey Inc. Com — Int/Div — Buy

WP Carey Inc. Com — Sold (part)

Abbvie Inc. Com — Int/Div — Buy

Abbvie Inc. Com — Buy

General Mills. Inc — Int/Div — Buy

General Mills. Inc — Sold (part)

Vector Group — Int/Div — Buy

Vector Group — Sold

Main Street Capital Corp — None — Buy

Central National Bank CD — Interest — Buy

TRLST #3

Morgan Stanley Private Bank — Interest — Buy

Morgan Stanley Private Bank — Distnbuted

St Bk of India CD - Chicago IL CD — Interest — Buy

St Bk of India CD - Chicago IL CD — Redeemed

Whitney Bank Gulport MS CD — Interest — Buy

Whitney Bank Gulport MS CD — Redeemed

Whitnwy Bank Gulfport MS CD — Interest — Buy

Whitnwy Bank Gulfport MS CD — Redeemed

Bank Baroda New — None — Buy

Investors Saves Bk — None — Buy

First Bank CD Richmond In CD — None — Buy

BROKERAGE ACCOUNT #1

Extended Insurance Sweep Account — Interest

PMX Communities Inc — None

Midfirst Bank Account — Interest

Director, Oklahoma Bar Association Bankruptcy Reorganization Committee

Director, Federal Bar Association = Oklahoma City Chapter

Director, The Historical Society tor the United States District Court for the Western District of Oklahoma

Member, Board of Visitors, University of Oklahoma Honors College

Spouse's income — 2018 — spouse (self-employed lawver) professional corporation - salary and member distribution « K+

Spouse's income — 2018 — National Cooperative Refinery Association - royalty

Nuveen Build America Bonds FD renamed Nuveen Taxable Municpl lnem Fd in November 2019 - lines 49, 120, 165

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.