Timothy D. DeGiusti

2016Annual

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What was filed

  • 47

    investments

  • 2

    positions

  • 1

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Board of Directors, Federal Bar Association, Oklahoma City, Chapter
  • Trust £1A and Trust #1B (#1 A and #B refer to separate accounts within the sume Trust)
  • Duke University
  • Andrews Davis Legg Bixler Milsten & Price (termination payments)
  • Myer, Leonard & Edinger - Employment Income

As filed

Bank of America accounts — Interest

US.-Employees O.C. Federal Credit Union — Interest

Allegiance Credit Union — Interest

Oklahoma College Savings Plan (Level of Risk - Conservative) — None

Oklahoma College Savings Plan (Level of Risk « Conservative) — None

Edward Jones - IRA #1 (H)

Cash - Held by Edward Jones Investments — Interest

Amcap Fd C1A - American Fund — Int/Div

Intermediate Bond Fund of America — Int/Div

Amencan Balanced Fd - American Fund — Int/Div

Lord Abbett Intl Opptys Fd A — Int/Div

Edward Jones - IRA #2 (H)

New Perspetive Fund A- American Funds American Fund — Int/Div

Amcap Fd CIA - American Fund — Int/Div — Sold

Cash - Held by Edward Jones Investments — None

Amencan Balanced CIA - Amencan Fund — Int/Div — Buy (add'l)

Lord Abbet Intl Opptys Fd. A — Int/Div

Intermediate Bond Fund of America — Int/Div

Trust #1A (H)

Edward Jones Money Market Investment Shares — Int/Div

T-AT&T — Int/Div

OGE — Int/Div

Trust #1B(H)

Edward Jones Money Market Investment Shares — Int/Div

Trust #2 (H)

Edward Jones Money Market Investment Shares — Int/Div

CVX Common Stock — Int/Div

KO Common Stock — Int/Div

PFE Common Stock — Int/Div

WMT Common Stock — Int/Div

American Mutual 1Fund American Funds — Int/Div — Sold (part)

Fundamental Investors Fund American Funds — Int/Div

New Perspective Fund American Funds — Int/Div — Sold (part)

Washington Mutual Inv. Fund American Funds — Int/Div — Sold (part)

ABT — Int/Div

GI — Int/Div

T-ATT — Int/Div

Capital Income Builder - American Fund — Int/Div

Capital Income Builder - American Fund — None — Sold

Capital Income Builder - American Fund — None — Sold

Capital Income Builder - American Fund — None — Sold

XLV — Int/Div

WFM — Int/Div

Tax Exempt Bond Fund - American Fund — Int/Div — Buy

Disney — Int/Div — Sold

Amencan Balanced CIA — Int/Div — Buy

Ltd Term Tax Ex Bd A — Int/Div — Buy

Member, Board of Directors, Federal Bar Association, Oklahoma City, Chapter

Co-trustee, Trust £1A and Trust #1B (#1 A and #B refer to separate accounts within the sume Trust)

Gift — Duke University — LLM Scholarship for Duke Law School for the Master's Program in Judicial Studies — $22,540.00

Agreement — 2000 — Andrews Davis Legg Bixler Milsten & Price termination agreement

Income — 2016 — Andrews Davis Legg Bixler Milsten & Price (termination payments) — $332.60

Spouse's income — 2016 — Myer, Leonard & Edinger - Employment Income

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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Timothy D. DeGiusti | Frix