Elizabeth Erny Foote

2016Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 80

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Foote Lumber Company

As filed

Wells Fargo- Roth IRA (H)

Templeton World Fund — Int/Div

Washington Mutual Investment Fund — Int/Div

Red River Bank Checking — Interest

Red River Bank Checking #2 — Interest

Capital One Savings #1 — Interest

American Funds 529 Plan Account (FBO David)

American Funds Money Market — None

American Balanced Fund — Int/Div

Wells Fargo Roth IRA (H)

John Hancock Regional Bank — Int/Div

Templeton World Fund — Int/Div

Washington Mutual Invs Fund — Int/Div

Chase Investment (H)

JP Morgan US Treas Plus MMKT — Int/Div

JPMorgan Chase & Co Common — Int/Div

AllianceBer Global Thematic Grth — Int/Div

JPMorgan Intrepid Mid Cap — Int/Div

JPMorgan Large Cap Grth — None

Capital One Savings #2 — Interest

Fidelity & Guaranty Life "Indexed Rewards" - Fixed Rate Annuity — Int/Div

Chase Investment-Invesco Global Small & Mid — None

Yuma Exploration-Royalty Interest- , Louisiana — Royalty

Timber land- , Louisiana — None

1/2 interest land- , Louisiana — None

1/2 interest land - , Louisiana — None

1/6 interest - Company — None

1/3 interest Company (power of attorney) — None

Metropolitan Life Insurance Company variable policy

MetLife Stck Index Port — Int/Div

Barclays Ag Bd Idx Port — Int/Div

MSCI EAFE Index — Int/Div

Russell2000 Index Port — Int/Div

Red River Bank- Checking #3 — Interest

Vanguard-Prime Money Mkt Fund — Int/Div

John Hancock-Law Firm 401K, Lifestyle Balanced Fund — Int/Div

Wells Fargo- Roth IRA line 1: Invesco Amer. Franchise — None

American Funds, Uniform Gift to Minor: Capital World Growth — Int/Div

American Funds, Uniform Gift to Minor. Wash Mutual Invs — Int/Div

Red River Bank- Checking #4 — Int/Div

FTJ Fundchoice IRA - iShares North Amer Tech-Software ETF — Int/Div — Buy (add'l)

FT] Fundchoice IRA-SPDR Technology Select Sector — Int/Div — Buy (add'l)

FTI] Fundchoice IRA-iShares Dow Jones US Broker Dealers — Int/Div — Buy (add'l)

FTI] Fundchoice IRA-iShares Dow Jones US Broker Dealers — Sold (part)

FTI] Fundchoice IRA-iShares Dow Jones US Broker Dealers — Sold

FTJ Fundchoice IRA-SPDR Financial Select Sector — Int/Div — Buy (add'l)

FTJ Fundchoice IRA-SPDR Financial Select Sector — Sold (part)

FTJ Fundchoice IRA-SPDR Health Care Select Sector — Int/Div — Sold (part)

FTJ Fundchoice IRA-SPDR Health Care Select Sector — Buy (add'l)

FTJ Fundchoice IRA-WisdomTree Japan Hedged Equity — Int/Div — Sold (part)

FTJ Fundchoice IRA-WisdomTree Japan Hedged Equity — Sold

FTJ Fundchoice IRA-TD Bank USA FDIC Insured Deposit — Int/Div

Aviva Life and Annuity Co.- fixed rate annuity — Int/Div

Vanguard Acct. #1 (H)

Vanguard Mid-Cap Growth — Int/Div

am-en Vanguard Small-Cap Growth — Int/Div

Vanguard Total Stock — Int/Div

Vanguard SEP IRA: Vanguard REIT Index — Int/Div — Buy (add'l)

NR Scandic Springs — Int/Div

FT] Fundchoice IRA- SPDR Consumer Discretionary — Int/Div — Sold

FT) Fundchoice IRA - Vanguard Energy Index — None — Sold

1/14 interest - po and fr [ — None — Sold (part) — Foote Lumber Company

FTJ Fundchoice IRA - iShares Russell 2000 — Int/Div — Buy

FTJ Fundchoice IRA - iShares Russell 2000 — Buy (add'l)

FTJ Fundchoice IRA - iShares Russell 2000 — Sold

FTJ Fundchoice IRA - SPDR Energy Select Sector — Int/Div — Buy

FTJ Fundchoice IRA - SPDR Energy Select Sector — Sold (part)

FTJ Fundchoice IRA - SPDR S&P Bank — Int/Div — Buy

FTJ Fundchoice IRA - SPDR S&P Bank — Buy (add'l)

FTJ Fundchoice IRA - SPDR S&P Bank — Buy (add'l)

FTJ Fundchoice IRA - iShares Nasdaq Biotech Index — Int/Div — Buy

FTJ Fundchoice IRA - iShares Nasdaq Biotech Index — Buy (add'l)

FTJ Fundchoice IRA - iShares Nasdaq Biotech Index — Buy (add'l)

FTJ Fundchoice IRA - Real Estate Select Sector (X) — None — Sold

FTJ Fundchoice IRA -iShares Dow Jones US Home — Int/Div — Buy

FTJ Fundchoice IRA -iShares Dow Jones US Home — Buy (add'l)

FTI Fundchoice IRA -iShares Short Maturity Bond — None — Buy

American Funds 529 Plan Account (FBO Paul) (X)

American Funds Money Market — None

Cash Management Trust of America — None — Closed

Line 21: Description of asset has been updated to better describe annuity. This is a fixed rate annutiy fund called the index rewards fund. No specific investments

are owned. This product is no longer available for purchase and will not be found in the list of products offered by Fidelity.

Line 29 - 33 : Description of asset has been updated to better descrbie life insurance policy and the specific funds reported separately. In prior year all funds were

combined and reported as one asset.

Line 41: FTJ Fundchoice IRA - iShares Goldman Sachs Software Index name has changed to iShares North American Tech-Software ETF.

Line 53: Description of asset has been updated to better describe annutiy.

Line 62: 1/14 interest land located in

, Louisiana and 1/14 interest in land located in

, Louisiana was given to spouse by his mother in

2015. This asset is

separate property and in no way associated with Judge Elizabeth Foote's assets. The

land was sold in 2016. Only

land owned at 12/31/16.

Line 78 - 80: American Funds 529 Plan Account (FBO

In prior years this account was reported with line 7 - 9 American Funds 529 Plan Account (FBO

Line 79: This is a non-interest bearing fund, no income is being eamed.

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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