Patricia Head Minaldi

2006

Ask Donna

Pull out the substance of this filing.

What was filed

  • 29

    investments

  • 0

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • IRA
  • James IRA
  • James
  • sale/purchase
  • see note Part VIII
  • Deferred Comp. Plan
  • Wells Watson
  • Louisiana Association of Defense Counsel
  • U. S. Judges Admin. Office of the U. S. Courts
  • Louisiana Health Insurance Indemmnity Company
  • Southern National Life Insurance Company
  • Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP

As filed

Minerex, LLC — None

Northwest Mutual Ins. Co. (account) — Interest

Legg Mason Cash Reserve Trust — Int/Div

Hibemia National Bank (Accounts) — Interest

Legg Mason Special Investment Trust — Int/Div

Legg Mason Cash Reserve Trust — Int/Div

Legg Mason Opportunity Trust — Int/Div

Legg Mason Cash Reserve Trust — Int/Div

Legg Mason Opportunity Trust — Int/Div

Other Property - St. Mary Parish (undivided interest) — None

Fidelity Aggressive Growth — Int/Div — IRA

Fidelity Growth Companies — Int/Div — IRA

Fidelity Value — Int/Div — IRA

Spartan Total Market Index — Int/Div — IRA

AIM Equity Funds Blue Chip Fund — Int/Div — James IRA

Hartford Mutual Funds Capital Appreciation Fund — Int/Div — James IRA

Hartford Mutual Funds Midcap Fund — Int/Div — James

Hartford Mutual Funds Global Health Fund — Int/Div — James IRA

First Trust Target VIP Portfolio — Int/Div — Sale/Repurch — sale/purchase

New York Whole Life — Int/Div

Northwest Mutual Whole Life #1 — Int/Div

Northwest Mutual Whole Life #2 — Int/Div

La. State Employee Retirement System — None — see note Part VIII

Series EE Bonds — None

Maxim Stock Index Portfolio — None — Deferred Comp. Plan

American Century Ultra Fund — None — Deferred Comp. Plan

Maxim INVESCO Small Cap Growth Portfolio — None — Deferred Comp. Plan

FERSTSP — None

JP Morgan Chase Bank — Interest

Gift — Wells Watson — football tickets

Reimbursement — Louisiana Association of Defense Counsel — LADC Annual Meeting April, 2006 - partial reimbursement for lodging

Reimbursement — Louisiana Association of Defense Counsel — LADC Trial Academy July, 2006 - reimbursement of transportation, lodging and food

Income — 2006 — U. S. Judges Admin. Office of the U. S. Courts — $157,154.22

Spouse's income — 2006 — Louisiana Health Insurance Indemmnity Company

Spouse's income — 2006 — Southern National Life Insurance Company

Spouse's income — 3, 2006 — Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP

1. La. Deferred Compensation Plan rolled over to FERSTSP (From Part VII, record 23, 26, 27, 28 & 29). Plan included Maxim Stock Index Portfolio, American

Centruy Ultra Fund and Maxim INVESCO Small Cap Growth Portfolio.

2. La. State Employee Retirement Plan is in litigation (From Part VII, record 24).

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.