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Pull out the substance of this filing.

What was filed

  • 9

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • James T. Moody Moody Revocable Family Trust
  • LuLu Publishing, Inc., book royalties

As filed

James T. . Moody Revocable Family Trust — Interest

Berkshire Hathaway Class B (BRK/'B) Common Stock — None — Sold

Walt Disney Co. (DIS) — Dividend — Sold

Johnson & Johnson (JNJ) — Dividend — Sold

Pepsico Inc. (PEP) — Dividend — Sold

Vanguard Intl High Dividend Yield ETF (VYMI) — Dividend — Sold

Centier Bank Cash Account — Interest — Closed

Chase Bank Cash Account — Interest

Finemark Bank Cash Account — Interest

Co-Trustee, James T. Moody Moody Revocable Family Trust

Spouse's income — 2019 — LuLu Publishing, Inc., book royalties

The trust asset listed on Line 1 in Part VII is an IBERIABANK Certificate of Deposit; there are no other reportable assets in the trust.

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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