Ask Donna

Pull out the substance of this filing.

What was filed

  • 71

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • closed
  • Sec VIII
  • opened 1/4/06
  • on sale
  • Section VIII
  • State Bar of Texas
  • Practising Law Institute

As filed

Hibernia National Bank--checking account — closed — closed

Hibernia National Bank--checking account — closed — closed

Century Bank--checking account — None

Century Bank--checking account — Interest

Century Bank--Certificate of deposit — Interest — Sec VIII

Capital One Financial Corp — Int/Div

EDWARD JONES (Securities account) #8 — opened 1/4/06

Money market funds — Interest — Bot

Automatic Dada Processing — Int/Div — Bot

Eli Lilly & Co — Int/Div — Bot

Illinois Tools Works — Int/Div — Bot

Scana Corp — Int/Div — Bot

Franklin Equity Income Fd — Int/Div — Bot

Franklin Flex Cap Growth Fd — Int/Div — Bot

Franklin Mutual Discovery Fd — Int/Div — Bot

MERRILL LYNCH (SEP/IRA): No. 3

ML Retirement Money Fund — Int/Div

AIM Constellation Fund — Int/Div

Federated Communication Tech Fund — Int/Div

Federated Kaufmann Fund Cl A — Int/Div

MERRILL LYNCH (SEP/IRA) No. 4

ML Cash account — Int/Div

PMC Sierra Inc — None

FLOYD CAPITAL MGMT--TD ‘Waterhouse (SEP/IRA): #7

American Beacon MM Funds — Interest

Shares Inc MSCI Japan Index Fund — Sell

NADAQ 100 Shares Unit Ser 1 — Sell — on sale

Lommis Sayles Strat Inc Fd — Interest — Bot

Hibernia National Bank--checking account — None — closed — closed

Hibernia National Bank--checking account — None — closed — closed

Century Bank--checking account — None

Century Bank--checking account — Interest

Century Bank--Certificate of deposit — Interest — Sec VIII

Money market funds — Interest — Bot

Eli Lilly & Co — Int/Div — Bot

Illinois Tools Works — Int/Div — Bot

Franklin Equity Income Fd — Int/Div — Bot

Franklin Flex Cap Growth Fd — Int/Div — Bot

Franklin Mutual Discovery Fd — Int/Div — Bot

Franklin Small Cap Value Fd — Int/Div — Bot

MERRILL LYNCH (Securities Account) No.2

ML Cash Account — Int/Div

BMC Software Inc — None

A G EDWARDS (Securities Account) #9 — Section VIII

Centennial MM Trust — Interest

Discover Bank Greenwood Bond — Interest

Putnam Voyager Fund — None

Ohio National Financial Services Annuity — Interest

Ohio National Financial Services Annuity — Interest

SEP/INDIVIDUAL RETIREMENT ACCOUNTS:

American Funds (SEP/IRA) — Int/Div

MERRILL LYNCH (SEP/IRA): No. 3

ML Retirement Money Fund — Int/Div

AIM Constellation Fund — Int/Div

Federated Communication Tech Fund — Int/Div

Federated Kaufmann Fund Cl A — Int/Div

MERRILLLYNCH (SEP/IRA) No. 4

ML Cash account — Int/Div

PMC Sierra Inc — None

FLOYD CAPITAL MGMT--TD ‘Waterhouse (SEP/IRA): #7

American Beacon MM Funds — Interest

IShares Inc MSCI Japan Index Fund — None — Sell

NADAQ 100 Shares Unit Ser — None — Sell — on sale

Lommis Sayles Strat Inc Fd — Interest — Bot

Allianz Funds NFJ Divd — Int/Div — Bot

Fairholme FDS Inc — Int/Div — Bot

Kinetic Mut FDS Inc Paradigm — Int/Div — Bot

Allianz Fds NACM Intl Fd — Int/Div — Bot

Phoenix Fds Mid-Cap Value — Int/Div — Bot

Phoenix Fds Foreign Oppt — Int/Div — Bot

Thomburg Invt Core Growth — Int/Div — Bot

Reimbursement — State Bar of Texas — Austin, TX 10/25 - 10/27/06; Panel discussion; Air fare, hotel, and meals

Reimbursement — Practising Law Institute — San Francisco, CA 7/25 - 7/27/06; Panel disscussion Air fare, hotel, and meals

Reimbursement — State Bar of Texas — San Antonio, TX; 3/8 - 3/10/06; Panel discussion; Mileage, hotel, and meals

Reimbursement — State Bar of Texas — San Antonio, TX; 3/2/06, Panel Discussion; Air fare

Part VII, Investments and Trusts

Line 5: Name added to (certificate of deposit on July 1, 2006. No transactions in 2006.

Line 24: Name added tog rokerage account on July 1, 2006. No transactions in 2006.

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.