Henry Travillion Wingate

2007

Ask Donna

Pull out the substance of this filing.

What was filed

  • 35

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • to line 9
  • Grinnell College, Grinnell, lowa; Member of Board of Trustees as of May, 2000
  • Yale Law School Executive Alumni Board, New Haven, CT; Committee Member as of September 2000
  • Mississippi College School of Law, Jackson, MS, as of January 2001
  • Citizens for Bums
  • Mississippi State Bar Assoc.
  • George Mason University
  • Mississippi College School of Law, Spring Semester, Complex Litigation Class, one night per week, ending May 2007
  • Public Employees Retirement System of Mississippi

As filed

Trustmark Nat'l Bank, Jackson, MS (CDs/Savings/IRA) — Interest

Prudential Life Ins — Interest

PaineWebber (Boston Finan. Qual. Housing Tax Credits) — None

IRA-1

Rj Bank (f/k/a Money Market Mut.Fund/Heritage Cash Trust) — Interest

Franklin/Temple Mutual ~~ Beacon (IRA) — Int/Div

Credit Interest Program — Interest

Agere Systems, Inc — None — Merger — to line 9

Lsi Logic Corp. (f/k/a Agere Systems, Inc — None — Sale

Avaya, Inc. — None — Sell

Exxon Mobil Corp. — Int/Div

General Electric Company — Int/Div

Pfizer, Inc — Int/Div — Sell

Walt Disney Company — Int/Div

Citadel Broadcasting Corp. (spin-off of Walt Disney Co.) — None — Sale

Franklin Temple Mutual Beacon Fund — Int/Div

Lincoln Nat'l Legacy Ann — None

Franklin Income Fund Class C — Int/Div

Franklin Rising Dividends Class C — Int/Div

Mutual Series Shares Class C — Int/Div

Mutual Series Discovery Class C — Int/Div

Templeton Growth Class C — Int/Div

Franklin Templeton China World Fund — Int/Div — Buy

Templeton Global Smaller Companies Growth Class C — Int/Div — Buy

RA-2

Franklin Income Fund Class C — Int/Div

Income Fund of America Class C — Int/Div

REAL ESTATE

Parcel 1, Jackson, Hinds County, MS — None

Parcel 2,Jackson,Hinds County, MS — Rent

Parcel 3, Jackson, Hinds County, MS — Rent

Parcel 4, Jackson, Hinds County, MS — Rent

Parcel 6, Jackson, Hinds County, MS — Rent

Parcel 8, Jackson, Hinds County, MS — Rent

Parcel 9, Jackson, Hinds County, MS — None

Trustee, Grinnell College, Grinnell, lowa; Member of Board of Trustees as of May, 2000

Executive Committee Member, Yale Law School Executive Alumni Board, New Haven, CT; Committee Member as of September 2000

Adjunct Professor, Mississippi College School of Law, Jackson, MS, as of January 2001

Reimbursement — Citizens for Bums — Baltimore, Maryland

Reimbursement — Mississippi State Bar Assoc. — Destin, Florida

Reimbursement — George Mason University — Sedona, Arizona

Income — 1-11-07 — Mississippi College School of Law, Spring Semester, Complex Litigation Class, one night per week, ending May 2007 — $2,500.

Spouse's income — 2007 — Public Employees Retirement System of Mississippi

Personal Information:

Please note that I have moved from Suite 109 to Suite 430.

Part VII. Investments and Trusts

Line 5: Money market mutual fund / Heritage Cash Trust had a name change to Rj Bank on March 24, 2007.

Line 8: Agere Systems, Inc., merged with Lsi Logic Corp. on April 2, 2007. The new name is Lsi Logic Corp. There was a partial sale of fractional shares on

April 10, 2007.

Line 16: Citadel Broadcasting Corp. is a spin-off of Walt Disney Company; received some shares because of this spin-off. The fractional shares were sold. This

spin-off took place in June of 2007.

Line 38: Money market mutual fund / Heritage Cash Trust had a name change to Rj Bank on March 24, 2007.

Real Estate:

Line 35: Parcel 2, Jackson, Hinds County, MS:

Date of Appraisal: September 12, 1992

Line 37: Parcel 4, Jackson, Hinds County, MS:

Date of Appraisal: November 20, 1992

Line 38: Parcel 6, Jackson, Hinds County, MS:

Date of Appraisal: April 21, 1994

Line: 39: Parcel 7, Jackson, Hinds County, MS

Date of Appraisal: April 21, 1994

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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