Jacques Loeb Wiener jr

What was filed

796
investments
4
positions
4
gifts
0
agreements
0
debts
0
reimbursements
0
income
8
spouse income

Named parties

COUNCIL, LOUISIANA STATE LAW INSTITUTE
SEE PART VIII
FISHER & PHILLIPS, LLP (ATTORNEY/PARTNER)
THE BENEFITS PRACTICE (ATTORNEY/PARTNER)

As filed

CASH:

BANCORPSOUTH ACCOUNT #1 — Interest

BANCORPSOUTH ACCOUNT #3 — None

REGIONS BANK ACCOUNT #1 — Interest

REGIONS BANK ACCOUNT #2 — Interest

FEDERATED TREASURY OBLIGATIONS FD 68 — Dividend — Sold

FEDERATED GOVT OBLIG SS — Dividend — Sold

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Dividend — Buy

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Sold (part)

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Sold

STEPHENS INC BANKSWEEP PROGRAM #1 — Interest — Buy

STEPHENS INC BANKSWEEP PROGRAM #2 — Interest — Buy

STEPHENS INC BANKSWEEP PROGRAM #2 — Buy (add'l)

MUTUAL FUNDS:

AB GLOBAL BOND FUND — Dividend — Buy (add'l)

AB GLOBAL BOND FUND — Buy (add'l)

BLACKROCK CREDIT STRATEGIES INCOME FUND — Dividend — Buy (add'l)

BLACKROCK CREDIT STRATEGIES INCOME FUND — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Dividend — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Sold

PIMCO ENHANCED SHORT MATURITY ACTIVE ETF — Dividend — Buy (add'l)

PIMCO ENHANCED SHORT MATURITY ACTIVE ETF — Buy (add'l)

PIMCO INCOME FUND — Dividend — Buy (add'l)

PIMCO INCOME FUND — Buy (add'l)

PIMCO TOTAL RETURN FUND — Dividend — Buy

PIMCO TOTAL RETURN FUND — Buy (add'l)

STOCKS:

CHEVRON CORP NEW — Dividend

EXXON MOBIL CORP — Dividend

3M COMPANY — Dividend — Buy (add'l)

3M COMPANY — Buy (add'l)

AFLAC INC — Dividend — Buy (add'l)

AFLAC INC — Buy (add'l)

AIR PRODUCTS & CHEMICALS INC — Dividend — Buy (add'l)

AIR PRODUCTS & CHEMICALS INC — Buy (add'l)

AUTOMATIC DATA PROCESSING INC — Dividend — Buy (add'l)

AUTOMATIC DATA PROCESSING INC — Buy (add'l)

BROWN-FORMAN CORP — Dividend — Buy (add'l)

BROWN-FORMAN CORP — Buy (add'l)

CARDINAL HEALTH INC — Dividend — Buy (add'l)

CARDINAL HEALTH INC — Buy (add'l)

CHEVRON CORP — Dividend — Buy (add'l)

CHEVRON CORP — Buy (add'l)

COMMERCE BANCSHARES INC — Dividend — Buy (add'l)

COMMERCE BANCSHARES INC — Buy (add'l)

DONALDSON COMPANY — Dividend — Buy (add'l)

DONALDSON COMPANY — Buy (add'l)

EMERSON ELECTRIC CO — Dividend — Buy (add'l)

EMERSON ELECTRIC CO — Buy (add'l)

GENERAL DYNAMICS CORP — Dividend — Buy (add'l)

GENERAL DYNAMICS CORP — Buy (add'l)

ILLINOIS TOOL WORKS INC — Dividend — Buy (add'l)

ILLINOIS TOOL WORKS INC — Buy (add'l)

INVESCO EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO ETF — Dividend — Buy (add'l)

INVESCO EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO ETF — Buy (add'l)

ISHARES EDGE MSCI MINIMUM VOLATILITY EMERGING MARKETS ETF — Dividend — Buy (add'l)

ISHARES EDGE MSCI MINIMUM VOLATILITY EMERGING MARKETS ETF — Buy (add'l)

LOWES COMPANIES INC — Dividend — Buy (add'l)

LOWES COMPANIES INC — Buy (add'l)

MCDONALDS CORP — Dividend — Buy (add'l)

MCDONALDS CORP — Buy (add'l)

MEDTRONIC PLC — Dividend — Buy (add'l)

MEDTRONIC PLC — Buy (add'l)

PEPSICO INC — Dividend — Buy (add'l)

PEPSICO INC — Buy (add'l)

SPDR S&P 500 ETF TRUST — Dividend — Donated (part)

STANLEY BLACK & DECKER INC — Dividend — Buy (add'l)

STANLEY BLACK & DECKER INC — Buy (add'l)

SYSCO CORPORATION — Dividend — Buy (add'l)

SYSCO CORPORATION — Buy (add'l)

T ROWE PRICE GROUP INC — Dividend — Buy (add'l)

T ROWE PRICE GROUP INC — Buy (add'l)

VANGUARD FTSE EMERGING MARKETS ETF — Dividend — Buy (add'l)

VANGUARD FTSE EMERGING MARKETS ETF — Buy (add'l)

VANGUARD REAL ESTATE ETF — Dividend — Buy (add'l)

VANGUARD REAL ESTATE ETF — Buy (add'l)

VANGUARD S&P SMALL-CAP 600 GROWTH ETF — Dividend — Buy (add'l)

VANGUARD S&P SMALL-CAP 600 GROWTH ETF — Buy (add'l)

VANGUARD SMALL-CAP VALUE ETF — Dividend — Buy (add'l)

VANGUARD SMALL-CAP VALUE ETF — Buy (add'l)

WALMART INC — Dividend — Buy (add'l)

WALMART INC — Buy (add'l)

STOCKS: UNLISTED

COASTAL CLUB — None

INVESTMENTS/PARTNERSHIPS:

WW RURAL PROPERTIES LLC — Distribution

CENTRAL INDUSTRIAL COMPLEX — None

LAMA LIMITED PARTNERSHIP — None

LAMA '89 LIMITED PARTNERSHIP — None

RENREW MINERALS, LTD — Distribution — Sold (part)

TEE ENERGY, CO., LLC — None

JADOBE INVESTMENTS 2000, LLC — Distribution

JASAN, LLC — None

PROVEN LEGACY, LLC — None

TENFOLD, INC. — Distribution

NEXT IGEN LLC-SERIES A — None

NEXT IGEN LLC-SERIES B — None

NEXT IGEN LLC-SERIES C — Distribution

NEXT IGEN LLC-SERIES D — Distribution

NEXT IGEN LLC-SERIES F — Distribution

NEXT IGEN LLC-SERIES G — Distribution — Distributed

NEXT IGEN LLC-SERIES H — None

YETA, LLC — None — Buy (add'l)

DEANSAN, LLC — None

LOUIS ROSEN WW, LLC — None

YETA GAIN, LLC — Distribution — Distributed

WW URBAN PROPERTIES TWO LLC — None

BLACK STONE MINERALS LP — Distribution — Donated (part)

BLACK STONE MINERALS LP — Donated (part)

NOTE RECEIVABLES

ALLAIN PERSONAL LOAN-NOTE RECEIVABLE — None

SPRINGMAN PERSONAL LOAN-NOTE RECEIVABLE — None

CASH:

BANCORPSOUTH ACCOUNT #1 — Interest

BANCORPSOUTH ACCOUNT #3 — None

REGIONS BANK ACCOUNT #1 — Interest

REGIONS BANK ACCOUNT #2 — Interest

FEDERATED TREASURY OBLIGATIONS FD 68 — Dividend — Sold

FEDERATED GOVT OBLIG SS — Dividend — Sold

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Dividend — Buy

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Sold (part)

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Sold

STEPHENS INC BANKSWEEP PROGRAM #1 — Interest — Buy

STEPHENS INC BANKSWEEP PROGRAM #2 — Interest — Buy

STEPHENS INC BANKSWEEP PROGRAM #2 — Buy (add'l)

MUTUAL FUNDS:

AB GLOBAL BOND FUND — Dividend — Buy (add'l)

AB GLOBAL BOND FUND — Buy (add'l)

BLACKROCK CREDIT STRATEGIES INCOME FUND — Dividend — Buy (add'l)

BLACKROCK CREDIT STRATEGIES INCOME FUND — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Dividend — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Sold

PIMCO ENHANCED SHORT MATURITY ACTIVE ETF — Dividend — Buy (add'l)

PIMCO ENHANCED SHORT MATURITY ACTIVE ETF — Buy (add'l)

PIMCO INCOME FUND — Dividend — Buy (add'l)

PIMCO INCOME FUND — Buy (add'l)

PIMCO TOTAL RETURN FUND — Dividend — Buy

PIMCO TOTAL RETURN FUND — Buy (add'l)

STOCKS:

CHEVRON CORP NEW — Dividend

EXXON MOBIL CORP — Dividend

3M COMPANY — Dividend — Buy (add'l)

3M COMPANY — Buy (add'l)

AFLAC INC — Dividend — Buy (add'l)

AFLAC INC — Buy (add'l)

AIR PRODUCTS & CHEMICALS INC — Dividend — Buy (add'l)

AIR PRODUCTS & CHEMICALS INC — Buy (add'l)

AUTOMATIC DATA PROCESSING INC — Dividend — Buy (add'l)

AUTOMATIC DATA PROCESSING INC — Buy (add'l)

BROWN-FORMAN CORP — Dividend — Buy (add'l)

BROWN-FORMAN CORP — Buy (add'l)

CARDINAL HEALTH INC — Dividend — Buy (add'l)

CARDINAL HEALTH INC — Buy (add'l)

CHEVRON CORP — Dividend — Buy (add'l)

CHEVRON CORP — Buy (add'l)

COMMERCE BANCSHARES INC — Dividend — Buy (add'l)

COMMERCE BANCSHARES INC — Buy (add'l)

DONALDSON COMPANY — Dividend — Buy (add'l)

DONALDSON COMPANY — Buy (add'l)

EMERSON ELECTRIC CO — Dividend — Buy (add'l)

EMERSON ELECTRIC CO — Buy (add'l)

GENERAL DYNAMICS CORP — Dividend — Buy (add'l)

GENERAL DYNAMICS CORP — Buy (add'l)

ILLINOIS TOOL WORKS INC — Dividend — Buy (add'l)

ILLINOIS TOOL WORKS INC — Buy (add'l)

INVESCO EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO ETF — Dividend — Buy (add'l)

INVESCO EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO ETF — Buy (add'l)

ISHARES EDGE MSCI MINIMUM VOLATILITY EMERGING MARKETS ETF — Dividend — Buy (add'l)

ISHARES EDGE MSCI MINIMUM VOLATILITY EMERGING MARKETS ETF — Buy (add'l)

LOWES COMPANIES INC — Dividend — Buy (add'l)

LOWES COMPANIES INC — Buy (add'l)

MCDONALDS CORP — Dividend — Buy (add'l)

MCDONALDS CORP — Buy (add'l)

MEDTRONIC PLC — Dividend — Buy (add'l)

MEDTRONIC PLC — Buy (add'l)

PEPSICO INC — Dividend — Buy (add'l)

PEPSICO INC — Buy (add'l)

SPDR S&P 500 ETF TRUST — Dividend — Donated (part)

STANLEY BLACK & DECKER INC — Dividend — Buy (add'l)

STANLEY BLACK & DECKER INC — Buy (add'l)

SYSCO CORPORATION — Dividend — Buy (add'l)

SYSCO CORPORATION — Buy (add'l)

T ROWE PRICE GROUP INC — Dividend — Buy (add'l)

T ROWE PRICE GROUP INC — Buy (add'l)

VANGUARD FTSE EMERGING MARKETS ETF — Dividend — Buy (add'l)

VANGUARD FTSE EMERGING MARKETS ETF — Buy (add'l)

VANGUARD REAL ESTATE ETF — Dividend — Buy (add'l)

VANGUARD REAL ESTATE ETF — Buy (add'l)

VANGUARD S&P SMALL-CAP 600 GROWTH ETF — Dividend — Buy (add'l)

VANGUARD S&P SMALL-CAP 600 GROWTH ETF — Buy (add'l)

VANGUARD SMALL-CAP VALUE ETF — Dividend — Buy (add'l)

VANGUARD SMALL-CAP VALUE ETF — Buy (add'l)

WALMART INC — Dividend — Buy (add'l)

WALMART INC — Buy (add'l)

STOCKS: UNLISTED

COASTAL CLUB — None

INVESTMENTS/PARTNERSHIPS:

WW RURAL PROPERTIES LLC — Distribution

CENTRAL INDUSTRIAL COMPLEX — None

LAMA LIMITED PARTNERSHIP — None

LAMA '89 LIMITED PARTNERSHIP — None

RENREW MINERALS, LTD — Distribution — Sold (part)

TEE ENERGY, CO., LLC — None

JADOBE INVESTMENTS 2000, LLC — Distribution

JASAN, LLC — None

PROVEN LEGACY, LLC — None

TENFOLD, INC. — Distribution

NEXT IGEN LLC-SERIES A — None

NEXT IGEN LLC-SERIES B — None

NEXT IGEN LLC-SERIES C — Distribution

NEXT IGEN LLC-SERIES D — Distribution

NEXT IGEN LLC-SERIES F — Distribution

NEXT IGEN LLC-SERIES G — Distribution — Distributed

NEXT IGEN LLC-SERIES H — None

YETA, LLC — None — Buy (add'l)

DEANSAN, LLC — None

LOUIS ROSEN WW, LLC — None

YETA GAIN, LLC — Distribution — Distributed

WW URBAN PROPERTIES TWO LLC — None

BLACK STONE MINERALS LP — Distribution — Donated (part)

BLACK STONE MINERALS LP — Donated (part)

NOTE RECEIVABLES

ALLAIN PERSONAL LOAN-NOTE RECEIVABLE — None

SPRINGMAN PERSONAL LOAN-NOTE RECEIVABLE — None

CASH:

BANCORPSOUTH ACCOUNT #1 — Interest

BANCORPSOUTH ACCOUNT #3 — None

REGIONS BANK ACCOUNT #1 — Interest

REGIONS BANK ACCOUNT #2 — Interest

FEDERATED TREASURY OBLIGATIONS FD 68 — Dividend — Sold

FEDERATED GOVT OBLIG SS — Dividend — Sold

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Dividend — Buy

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Sold (part)

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Sold

STEPHENS INC BANKSWEEP PROGRAM #1 — Interest — Buy

STEPHENS INC BANKSWEEP PROGRAM #2 — Interest — Buy

STEPHENS INC BANKSWEEP PROGRAM #2 — Buy (add'l)

MUTUAL FUNDS:

AB GLOBAL BOND FUND — Dividend — Buy (add'l)

AB GLOBAL BOND FUND — Buy (add'l)

BLACKROCK CREDIT STRATEGIES INCOME FUND — Dividend — Buy (add'l)

BLACKROCK CREDIT STRATEGIES INCOME FUND — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Dividend — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Sold

PIMCO ENHANCED SHORT MATURITY ACTIVE ETF — Dividend — Buy (add'l)

PIMCO ENHANCED SHORT MATURITY ACTIVE ETF — Buy (add'l)

PIMCO INCOME FUND — Dividend — Buy (add'l)

PIMCO INCOME FUND — Buy (add'l)

PIMCO TOTAL RETURN FUND — Dividend — Buy

PIMCO TOTAL RETURN FUND — Buy (add'l)

STOCKS:

CHEVRON CORP NEW — Dividend

EXXON MOBIL CORP — Dividend

3M COMPANY — Dividend — Buy (add'l)

3M COMPANY — Buy (add'l)

AFLAC INC — Dividend — Buy (add'l)

AFLAC INC — Buy (add'l)

AIR PRODUCTS & CHEMICALS INC — Dividend — Buy (add'l)

AIR PRODUCTS & CHEMICALS INC — Buy (add'l)

AUTOMATIC DATA PROCESSING INC — Dividend — Buy (add'l)

AUTOMATIC DATA PROCESSING INC — Buy (add'l)

BROWN-FORMAN CORP — Dividend — Buy (add'l)

BROWN-FORMAN CORP — Buy (add'l)

CARDINAL HEALTH INC — Dividend — Buy (add'l)

CARDINAL HEALTH INC — Buy (add'l)

CHEVRON CORP — Dividend — Buy (add'l)

CHEVRON CORP — Buy (add'l)

COMMERCE BANCSHARES INC — Dividend — Buy (add'l)

COMMERCE BANCSHARES INC — Buy (add'l)

DONALDSON COMPANY — Dividend — Buy (add'l)

DONALDSON COMPANY — Buy (add'l)

EMERSON ELECTRIC CO — Dividend — Buy (add'l)

EMERSON ELECTRIC CO — Buy (add'l)

GENERAL DYNAMICS CORP — Dividend — Buy (add'l)

GENERAL DYNAMICS CORP — Buy (add'l)

ILLINOIS TOOL WORKS INC — Dividend — Buy (add'l)

ILLINOIS TOOL WORKS INC — Buy (add'l)

INVESCO EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO ETF — Dividend — Buy (add'l)

INVESCO EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO ETF — Buy (add'l)

ISHARES EDGE MSCI MINIMUM VOLATILITY EMERGING MARKETS ETF — Dividend — Buy (add'l)

ISHARES EDGE MSCI MINIMUM VOLATILITY EMERGING MARKETS ETF — Buy (add'l)

LOWES COMPANIES INC — Dividend — Buy (add'l)

LOWES COMPANIES INC — Buy (add'l)

MCDONALDS CORP — Dividend — Buy (add'l)

MCDONALDS CORP — Buy (add'l)

MEDTRONIC PLC — Dividend — Buy (add'l)

MEDTRONIC PLC — Buy (add'l)

PEPSICO INC — Dividend — Buy (add'l)

PEPSICO INC — Buy (add'l)

SPDR S&P 500 ETF TRUST — Dividend — Donated (part)

STANLEY BLACK & DECKER INC — Dividend — Buy (add'l)

STANLEY BLACK & DECKER INC — Buy (add'l)

SYSCO CORPORATION — Dividend — Buy (add'l)

SYSCO CORPORATION — Buy (add'l)

T ROWE PRICE GROUP INC — Dividend — Buy (add'l)

T ROWE PRICE GROUP INC — Buy (add'l)

VANGUARD FTSE EMERGING MARKETS ETF — Dividend — Buy (add'l)

VANGUARD FTSE EMERGING MARKETS ETF — Buy (add'l)

VANGUARD REAL ESTATE ETF — Dividend — Buy (add'l)

VANGUARD REAL ESTATE ETF — Buy (add'l)

VANGUARD S&P SMALL-CAP 600 GROWTH ETF — Dividend — Buy (add'l)

VANGUARD S&P SMALL-CAP 600 GROWTH ETF — Buy (add'l)

VANGUARD SMALL-CAP VALUE ETF — Dividend — Buy (add'l)

VANGUARD SMALL-CAP VALUE ETF — Buy (add'l)

WALMART INC — Dividend — Buy (add'l)

WALMART INC — Buy (add'l)

STOCKS: UNLISTED

COASTAL CLUB — None

INVESTMENTS/PARTNERSHIPS:

WW RURAL PROPERTIES LLC — Distribution

CENTRAL INDUSTRIAL COMPLEX — None

LAMA LIMITED PARTNERSHIP — None

LAMA '89 LIMITED PARTNERSHIP — None

RENREW MINERALS, LTD — Distribution — Sold (part)

TEE ENERGY, CO., LLC — None

JADOBE INVESTMENTS 2000, LLC — Distribution

JASAN, LLC — None

PROVEN LEGACY, LLC — None

TENFOLD, INC. — Distribution

NEXT IGEN LLC-SERIES A — None

NEXT IGEN LLC-SERIES B — None

NEXT IGEN LLC-SERIES C — Distribution

NEXT IGEN LLC-SERIES D — Distribution

NEXT IGEN LLC-SERIES F — Distribution

NEXT IGEN LLC-SERIES G — Distribution — Distributed

NEXT IGEN LLC-SERIES H — None

YETA, LLC — None — Buy (add'l)

DEANSAN, LLC — None

LOUIS ROSEN WW, LLC — None

YETA GAIN, LLC — Distribution — Distributed

WW URBAN PROPERTIES TWO LLC — None

BLACK STONE MINERALS LP — Distribution — Donated (part)

BLACK STONE MINERALS LP — Donated (part)

NOTE RECEIVABLES

ALLAIN PERSONAL LOAN-NOTE RECEIVABLE — None

SPRINGMAN PERSONAL LOAN-NOTE RECEIVABLE — None

CASH:

BANCORPSOUTH ACCOUNT #1 — Interest

BANCORPSOUTH ACCOUNT #3 — None

REGIONS BANK ACCOUNT #1 — Interest

REGIONS BANK ACCOUNT #2 — Interest

FEDERATED TREASURY OBLIGATIONS FD 68 — Dividend — Sold

FEDERATED GOVT OBLIG SS — Dividend — Sold

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Dividend — Buy

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Sold (part)

FEDERATED TREASURY OBLIGATIONS FD 68 #2 — Sold

STEPHENS INC BANKSWEEP PROGRAM #1 — Interest — Buy

STEPHENS INC BANKSWEEP PROGRAM #2 — Interest — Buy

STEPHENS INC BANKSWEEP PROGRAM #2 — Buy (add'l)

MUTUAL FUNDS:

AB GLOBAL BOND FUND — Dividend — Buy (add'l)

AB GLOBAL BOND FUND — Buy (add'l)

BLACKROCK CREDIT STRATEGIES INCOME FUND — Dividend — Buy (add'l)

BLACKROCK CREDIT STRATEGIES INCOME FUND — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Dividend — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Buy (add'l)

EATON VANCE FLOATING RATE ADVANTAGE RUND — Sold

PIMCO ENHANCED SHORT MATURITY ACTIVE ETF — Dividend — Buy (add'l)

PIMCO ENHANCED SHORT MATURITY ACTIVE ETF — Buy (add'l)

PIMCO INCOME FUND — Dividend — Buy (add'l)

PIMCO INCOME FUND — Buy (add'l)

PIMCO TOTAL RETURN FUND — Dividend — Buy

PIMCO TOTAL RETURN FUND — Buy (add'l)

STOCKS:

CHEVRON CORP NEW — Dividend

EXXON MOBIL CORP — Dividend

3M COMPANY — Dividend — Buy (add'l)

3M COMPANY — Buy (add'l)

AFLAC INC — Dividend — Buy (add'l)

AFLAC INC — Buy (add'l)

AIR PRODUCTS & CHEMICALS INC — Dividend — Buy (add'l)

AIR PRODUCTS & CHEMICALS INC — Buy (add'l)

AUTOMATIC DATA PROCESSING INC — Dividend — Buy (add'l)

AUTOMATIC DATA PROCESSING INC — Buy (add'l)

BROWN-FORMAN CORP — Dividend — Buy (add'l)

BROWN-FORMAN CORP — Buy (add'l)

CARDINAL HEALTH INC — Dividend — Buy (add'l)

CARDINAL HEALTH INC — Buy (add'l)

CHEVRON CORP — Dividend — Buy (add'l)

CHEVRON CORP — Buy (add'l)

COMMERCE BANCSHARES INC — Dividend — Buy (add'l)

COMMERCE BANCSHARES INC — Buy (add'l)

DONALDSON COMPANY — Dividend — Buy (add'l)

DONALDSON COMPANY — Buy (add'l)

EMERSON ELECTRIC CO — Dividend — Buy (add'l)

EMERSON ELECTRIC CO — Buy (add'l)

GENERAL DYNAMICS CORP — Dividend — Buy (add'l)

GENERAL DYNAMICS CORP — Buy (add'l)

ILLINOIS TOOL WORKS INC — Dividend — Buy (add'l)

ILLINOIS TOOL WORKS INC — Buy (add'l)

INVESCO EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO ETF — Dividend — Buy (add'l)

INVESCO EMERGING MARKETS SOVEREIGN DEBT PORTFOLIO ETF — Buy (add'l)

ISHARES EDGE MSCI MINIMUM VOLATILITY EMERGING MARKETS ETF — Dividend — Buy (add'l)

ISHARES EDGE MSCI MINIMUM VOLATILITY EMERGING MARKETS ETF — Buy (add'l)

LOWES COMPANIES INC — Dividend — Buy (add'l)

LOWES COMPANIES INC — Buy (add'l)

MCDONALDS CORP — Dividend — Buy (add'l)

MCDONALDS CORP — Buy (add'l)

MEDTRONIC PLC — Dividend — Buy (add'l)

MEDTRONIC PLC — Buy (add'l)

PEPSICO INC — Dividend — Buy (add'l)

PEPSICO INC — Buy (add'l)

SPDR S&P 500 ETF TRUST — Dividend — Donated (part)

STANLEY BLACK & DECKER INC — Dividend — Buy (add'l)

STANLEY BLACK & DECKER INC — Buy (add'l)

SYSCO CORPORATION — Dividend — Buy (add'l)

SYSCO CORPORATION — Buy (add'l)

T ROWE PRICE GROUP INC — Dividend — Buy (add'l)

T ROWE PRICE GROUP INC — Buy (add'l)

VANGUARD FTSE EMERGING MARKETS ETF — Dividend — Buy (add'l)

VANGUARD FTSE EMERGING MARKETS ETF — Buy (add'l)

VANGUARD REAL ESTATE ETF — Dividend — Buy (add'l)

VANGUARD REAL ESTATE ETF — Buy (add'l)

VANGUARD S&P SMALL-CAP 600 GROWTH ETF — Dividend — Buy (add'l)

VANGUARD S&P SMALL-CAP 600 GROWTH ETF — Buy (add'l)

VANGUARD SMALL-CAP VALUE ETF — Dividend — Buy (add'l)

VANGUARD SMALL-CAP VALUE ETF — Buy (add'l)

WALMART INC — Dividend — Buy (add'l)

WALMART INC — Buy (add'l)

STOCKS: UNLISTED

COASTAL CLUB — None

INVESTMENTS/PARTNERSHIPS:

WW RURAL PROPERTIES LLC — Distribution

CENTRAL INDUSTRIAL COMPLEX — None

LAMA LIMITED PARTNERSHIP — None

LAMA '89 LIMITED PARTNERSHIP — None

RENREW MINERALS, LTD — Distribution — Sold (part)

TEE ENERGY, CO., LLC — None

JADOBE INVESTMENTS 2000, LLC — Distribution

JASAN, LLC — None

PROVEN LEGACY, LLC — None

TENFOLD, INC. — Distribution

NEXT IGEN LLC-SERIES A — None

NEXT IGEN LLC-SERIES B — None

NEXT IGEN LLC-SERIES C — Distribution

NEXT IGEN LLC-SERIES D — Distribution

NEXT IGEN LLC-SERIES F — Distribution

NEXT IGEN LLC-SERIES G — Distribution — Distributed

NEXT IGEN LLC-SERIES H — None

YETA, LLC — None — Buy (add'l)

DEANSAN, LLC — None

LOUIS ROSEN WW, LLC — None

YETA GAIN, LLC — Distribution — Distributed

WW URBAN PROPERTIES TWO LLC — None

BLACK STONE MINERALS LP — Distribution — Donated (part)

BLACK STONE MINERALS LP — Donated (part)

NOTE RECEIVABLES

ALLAIN PERSONAL LOAN-NOTE RECEIVABLE — None

SPRINGMAN PERSONAL LOAN-NOTE RECEIVABLE — None

SENIOR OFFICER, COUNCIL, LOUISIANA STATE LAW INSTITUTE

Gift — SEE PART VIII — SEE PART VIII — $0.00

Spouse's income — 2019 — FISHER & PHILLIPS, LLP (ATTORNEY/PARTNER)

Spouse's income — 2019 — THE BENEFITS PRACTICE (ATTORNEY/PARTNER)

Spouse's income — 2019 — FISHER & PHILLIPS, LLP (ATTORNEY/PARTNER)

Spouse's income — 2019 — THE BENEFITS PRACTICE (ATTORNEY/PARTNER)

Spouse's income — 2019 — FISHER & PHILLIPS, LLP (ATTORNEY/PARTNER)

Spouse's income — 2019 — THE BENEFITS PRACTICE (ATTORNEY/PARTNER)

Spouse's income — 2019 — FISHER & PHILLIPS, LLP (ATTORNEY/PARTNER)

Spouse's income — 2019 — THE BENEFITS PRACTICE (ATTORNEY/PARTNER)