William Henry Stafford jr
2010
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What was filed
48
investments
2
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
0
spouse income
Named parties
- Pensacola Symphony
- Sacred Heart Advisory Board
- ANG A IUNIVEG UG
- George Mason University Law and Economics Center
As filed
Prudential Life Insurance Co. (policy) — Int/Div
Brokerage Account #1 — Int/Div
Ares Capital Corp. common — Int/Div — Sold (part)
AT&T Inc common — Int/Div
Blackrock Glbl Opp Eq Trst (closed end fund) — Int/Div
Cohen & Steers Select Utility Fund (closed end fund) — Int/Div
DWS Dreman Value Inc Edge Fund (closed end fund) — Int/Div — Sold
Nuveen INSD Qual Muni Fund (closed end fund) — Interest
Toyota Motor CP ADR common — Int/Div — Sold
Lehman Bros HLDG (preferred stock) — None
GMAC 8.000% (corporate bond) — Interest
JPMCHASE Capital XVI (fixed-rate capital security) — Interest
Unit Claymore Secs Closed-End Equity & Inc Ser (unit trst) — Int/Div — Redeemed
NVIDIA common — None
S&P 500 Index Fund (ETF) — Int/Div
Banco Bilbao VIZ ARG SA ADS common — Int/Div — pan)
Covidien LTD common — Int/Div
SPDR DJIA Trust (ETF) — Int/Div
Duke Energy common — Int/Div
General Electric common — Int/Div
Goodyear Tire & Rubber common — None — Sold
Johnson & Johnson common — Int/Div
Spectra Energy common — Int/Div
Tanger Factory common — Int/Div — Sold (part)
TYCO Electronics common — Int/Div
TYCO Intl common — Int/Div
Wal Mart common — Int/Div
Wells Fargo & Co. common — Int/Div
Emerging Mkts Domestic Debt (closed end fund) — Int/Div — Buy
iShares JPMorgan Emerging Mkt Bond (ETF) — Int/Div — Buy
Pfizer common — Int/Div — Buy
Virtus Multi-Sector ST Bond Fund (mutual fund) — Int/Div — Buy
IRA's - (Aggregate Ownership) — Int/Div
Morgan Stanley Bank Deposit Program (money market)
Templeton Developing Markets A (mutual fund) — Sold
PIMCO Total Retum A (mutual fund)
Allianz NFJ Small Cap Value A (mutual fund)
T Rowe Price Eq Inc (mutual fund) — Sold (part)
T Rowe Price Eq Inc (mutual fund) — Sold (part)
Blackrock Intermediate Bond (mutual fund)
Virtus Multi-Sector Short Term Bond Fund (mutual fund) — Sold (part)
Legg Mason Partners Global Hi YId Bond A (mutual fund)
Alhanz CCM Mid-Cap A (mutual fund) — Buy (add'l)
Columbia Marsico Growth A (mutual fund) — Sold (part)
Invesco US Small Cap Value A (mutual fund)
Alhanz NFJ INTL Value A (mutual fund) — pan)
Lazard Emerging Markets Fund (mutual fund) — Buy
Managers Cadence Mid Cap A (mutual fund) — Buy
Board Member, Pensacola Symphony
Board Member, Sacred Heart Advisory Board
Reimbursement — ANG A IUNIVEG UG — Wee IMI 06/25/2010 — AAVLA INQGIVIL, VD — FRPP S00, JA NW Ler assoc or civic org. Privately funded by The Florida Bar — SAUL HATER EST ¥ 24INro JAI CRE iON
Reimbursement — George Mason University Law and Economics Center — 09/23/2010 to 09/26/2010 — Alexandria, VA — Non-FJC educational seminar or program. — Lodging and Transportation
Many of the entries from previous reports were, and continue to be, held in IRA's and are reported under the Aggregate of Ownership Arrangement.
Part VII, lines 1, 10, 32, 33, 34, 35, 36, 43 & 44 of the 2009 Financial Disclosure Report were redeemed in 2009 and dropped from the 2010 Report.
Part VII, Page 4, line 4 - This stock's name was changed in 2010 from Allied Capital (line #5 of the 2009 Report) to Ares Capital.
Part VII, Page 5, line 19 - This ETF's name was changed in 2010 from Diamond Trust Series 1 (line #21 of the 2009 Report) to SPDR DJIA Trust.
Part VII, Page 6, line 46 - This mutual fund's name was changed in 2010 from MSIF Trust US Small Cap Value P (line #56 of the 2009 Report) to Invesco US
Small Cap Value A.
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.