Ask Donna

Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • VIII, Explanations
  • Oklahoma Special Olympics
  • Criminal Defense Lawyers
  • Sclf-employed lawyer

As filed

Legg Mason Partners: Appreciation Fund (mutual fund) — Int/Div

John Powell, Lid. Partnership Tulsa County, OK real est. — None — VIII, Explanations

Dage Oil Co., Ltd. Partnership Oklahoma City, OK — None

Persuasive Strategies, LLC — Interest

BROKERAGE ACCOUNT #1

American Fund: American Balanced Fund C (mutual fund) — Int/Div

Amencan Fund: Capital Income Builder Fund (mutual fund) — Int/Div

Amcr. Fund: Capital World Growth & Income Fund C (mut fund) — Int/Div

Income Fund of America C (mutual fund) — Int/Div

Chesapcake Energy Corp (common stock) — Int/Div

Superior Energy Services, Inc. (common stock) — Int/Div

Janus Forty Fund — Int/Div — Buy

Mainsay Lg Cap Growth Fund — Int/Div — Buy

Blackrock Eq Dividend Fd — Int/Div — Buy

Seligman Lg Cap Value Fd — Int/Div — Buy

Alger Small Cap Growth Fd — Int/Div — Buy

TCW Small Cap Growth Fd — Int/Div — Buy

Perkins Small Cap Value — Int/Div — Buy

2 Royce Premier Fund — Int/Div — Buy

AIM Developing Mkts Fd — Int/Div — Buy

Lazard Emerging Markets — Int/Div — Buy

Langston University bonds — Interest

Oklahoma City Municipal Bonds — Interest

Citigroup — Int/Div — Buy

Stock Exchange Bank, Woodward, OK — Interest

BROKERAGE ACCT #2

Berkshire Hathaway A — Int/Div — Buy

Langston Universiy bonds — Interest

Oklahoma City Municipal Bonds — Interest

St. Louis, Mo. Land Clearance Municipal Bond — Interest — Matured

Genenl Electric Co — Int/Div — Buy (add'l)

Sandndge Encrgy Co — Int/Div — Buy (add'l)

Board of Directors, Oklahoma Special Olympics

Reimbursement — Criminal Defense Lawyers — Federal Sentencing Guidelines (transporation & food)

Spouse's income — 2009 — Sclf-employed lawyer

PART VII. Investments and Trusts

Line 3 - John Powell Limited Partnership was purchased in 1973 for $26,000.

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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