Ask Donna

Pull out the substance of this filing.

What was filed

  • 154

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Trust #1 (See Part VII, lines 12-61)
  • Oklahoma Bar Association Bankruptcy Reorganization Committee
  • Federal Bar Association - Oklahoma City Chapter
  • The Historical Society for the United States District Court for the Western District of Oklahoma
  • Board of Visitors, University of Oklahoma Honors College
  • spouse (self-employed lawyer) professional corporation - salary and member distribution - K-1
  • National Cooperative Refinery Association - royalty

As filed

Morgan Stanley Smith Barney Bank Deposit Program — None

LL&E Royalty Trust — None

Massachusetts Mutual Limited Pay Whole Life Policy — Dividend

Massachusetts Mutual Whole Life Policy — Dividend

Massachusetts Mutual Ltd Pay Whole Life @ 65 Policy — Dividend

Massachusetts Mutual Ltd Pay Whole Life Policy — Dividend

Massachusetts Mutual Whole Life Policy — Dividend

Massachusetts Mutual Ltd Pay Whole Life @65 Policy — Dividend

20 Payment Life — Dividend — Buy

TRUST #1 — Int./Div.

Morgan Stanley Private Bank — Interest

AT&T — Dividend — Buy (add'l)

Chevron Corp. — Dividend — Buy (add'l)

Community Trust Bancorp Inc. — Dividend — Buy (add'l)

Community Trust Bancorp Inc. — Sold

Duke Energy Corp. New — Dividend — Buy (add'l)

Emerson Electronic Co. — Dividend — Buy (add'l)

Nucor Corporation — Dividend — Buy (add'l)

Nucor Corporation — Buy (add'l)

Proctor & Gamble — Dividend — Buy (add'l)

Realty Income Corp. — Dividend — Buy (add'l)

Sonoco Products Co. — Dividend — Buy (add'l)

DNP Select Income Inc. — Dividend — Buy (add'l)

Eaton Vance Tax Mgd Div Equ Fd — Dividend — Buy (add'l)

Nuveen Taxable Municipal Incm FD — Dividend — Buy (add'l)

PIMCO Corporate & Income Oppor. — Dividend — Buy (add'l)

Franklin Income Adv. — Dividend — Buy (add'l)

Franklin Income Adv. — Sold

Lord Abbett Sht Duration Inc. F — Dividend — Buy (add'l)

Lord Abbett Sht Duration Inc. F — Buy (add'l)

Target Corp. — Dividend — Buy (add'l)

Target Corp. — Buy (add'l)

Altria Group Inc. — Dividend — Buy (add'l)

International Business Machines Corp. — Dividend — Buy (add'l)

International Business Machines Corp. — Buy

International Business Machines Corp. — Sold (part)

Verizon Communications — Dividend — Buy (add'l)

Foot Locker Inc. — Dividend — Buy

Foot Locker Inc. — Sold

Alliance Berstein Income Adv. — Dividend — Buy (add'l)

Cardinal Health Inc. — Dividend — Buy

Cardinal Health Inc. — Sold

Omega Healthcare Inv. Inc. — Dividend — Buy (add'l)

Eaton Vance Tax Mg CEF — Dividend — Buy (add'l)

WP Carey Inc, Com — Dividend — Buy (add'l)

Abbvie Inc. Com — Dividend — Buy (add'l)

Abbvie Inc. Com — Buy (add'l)

General Mills, Inc. — Dividend — Buy (add'l)

General Mills, Inc. — Sold

Main Sreet Capital — Dividend — Buy (add'l)

Helmerich & Payne — Dividend — Buy

Helmerich & Payne — Sold

3M Company — Dividend — Buy

Leggett & Platt Inc. — Dividend — Buy

Guggenheim Strategic Oppt. — Dividend — Buy

Exxon Mobil Corp. — Dividend — Buy

IRA #2 — Int./Div.

Morgan Stanley Private Bank — Interest

AT&T, Inc. — Dividend — Buy (add'l)

Chevron Corp. — Dividend

Community Trust Bancorp Inc. — Dividend — Buy (add'l)

Community Trust Bancorp Inc. — Sold

Duke Energy Corp. New — Dividend

Emerson Electric Co. — Dividend

Nucor Corporation — Dividend

Proctor & Gamble — Dividend

Realty Income Corp. — Dividend

Sonoco Products Co. — Dividend

DNP Select Income Inc. — Dividend

Eaton Vance Tax Mgd Div Equ FD — Dividend — Buy (add'l)

Eaton Vance Tax Mgd Div Equ FD — Buy (add'l)

Nuveen Taxable Municipal Incm Fd — Dividend

PIMCO Corporate & Incom Oppor. — Dividend

Lord Abbett Sht Duration Inc F — Dividend — Buy (add'l)

Lord Abbett Sht Duration Inc F — Buy (add'l)

Lord Abbett Sht Duration Inc F — Buy (add'l)

Target Corp. — Dividend — Sold (part)

Altria Group Inc. — Dividend

International Business Machines Corp. — Dividend — Buy (add'l)

Verizon Communications — Dividend

Foot Locker Inc. — Dividend — Sold

Alliance Berstein Income Adv. — Dividend

Cardinal Health Inc. — Dividend — Sold

Omega Healthcare Inv. Inc. — Dividend

Eaton Vance Tax Mg CEF — Dividend

WP Carey Inc. Com — Dividend

Abbvie Inc. Com. — Dividend — Buy (add'l)

Abbvie Inc. Com. — Buy (add'l)

General Mills Inc. — Dividend — Sold

Main Street Capital Corp. — Dividend — Buy (add'l)

Helmerich & Payne — Dividend — Buy

Helmerich & Payne — Buy

3M Company — Dividend — Buy

3M Company — Buy (add'l)

Leggett & Platt Inc. — Dividend — Buy

Exxon Mobil Corp. — Dividend — Buy

TRUST #2 (sep ira #2) — Int./Div.

MidFirst Bank Acct — Interest

Morgan Stanley Private Bank — Interest

AT&T Inc. — Dividend — Buy (add'l)

Chevron Corp. — Dividend

Community Trust Bancorp Inc. — Dividend — Buy (add'l)

Community Trust Bancorp Inc. — Sold

Duke Energy Corp. New — Dividend

Emerson Electric Co. — Dividend

Nucor Corp. — Dividend

Proctor & Gamble — Dividend

Realty Income Corp. — Dividend

Sonoco Products Co. — Dividend

DNP Select Income Inc. — Dividend

Eaton Vance Tax Mgd Div Equ FD — Dividend — Buy

Nuveen Taxable Municipal Incm Fd — Dividend

PIMCO Corporate & Income Oppor. — Dividend

Lord Abbett Sht Duration Inc. F — Dividend — Buy (add'l)

Lord Abbett Sht Duration Inc. F — Buy (add'l)

Target Corp. — Dividend — Sold (part)

Altria Group Inc. — Dividend — Buy (add'l)

International Business Machines Corp. — Dividend — Buy (add'l)

Verizon Communications — Dividend

Foot Locker Inc. — Dividend — Sold

Alliance Berstein Income Adv. — Dividend

Cardinal Health Inc. — Dividend — Sold

Omega Healthcare Inv. Inc. — Dividend

Eaton Vance Tax Mg CEF — Dividend

WP Carey Inc. Com — Dividend

Abbvie Inc. Com — Dividend — Buy (add'l)

Abbvie Inc. Com — Buy (add'l)

General Mills. Inc. — Dividend — Sold

Main Street Capital Corp. — Dividend

Central National Bank CD — Interest

Helmerich & Payne — Dividend — Buy

Helmerich & Payne — Sold

3M Company — Dividend — Buy

Leggett & Platt Inc. — Dividend — Buy

Exxon Mobil Corp. — Dividend — Buy

TRUST #3 — Interest

Morgan Stanley Private Bank — Interest

Bank Baroda New — None — Redeemed

Investors Savgs Bk — None — Redeemed

First Bank CD Richmond In CD — None — Redeemed

Federated Govt Obligations PRM — Interest — Buy

Federated Govt Obligations PRM — Buy (add'l)

Federated Govt Obligations PRM — Buy (add'l)

BROKERAGE ACCOUNT #1 — Interest

Extended Insurance Sweep Account - ETrade — Interest

PMX Communities Inc. — None

Midfirst Bank Account — Interest

Edward Jones Inherited IRA — Interest

Cash Account — Interest — Open

Cash Account — Distributed (part)

VK Babs Income Trust 36 — Interest — Distributed (part)

Edward Jones Single Account — Int./Div.

Cash — Interest — Open

American Cap Wrld Grw & Inc — Dividend — Open

Trustee, Trust #1 (See Part VII, lines 12-61)

Director`, Oklahoma Bar Association Bankruptcy Reorganization Committee

Director, Federal Bar Association - Oklahoma City Chapter

Director, The Historical Society for the United States District Court for the Western District of Oklahoma

Member, Board of Visitors, University of Oklahoma Honors College

Spouse's income — 2019 — spouse (self-employed lawyer) professional corporation - salary and member distribution - K-1

Spouse's income — 2019 — National Cooperative Refinery Association - royalty

.Nuveen Build America Bonds FD renamed Nuveen Taxable Municpl Incm Fd in November 2019 - lines 25, 73, 113.

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.