Elizabeth Erny Foote

2019

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Pull out the substance of this filing.

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

What was filed

  • 88

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 5

    debts

  • 0

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • 720 Murray Street-law office building partnership
  • POA #1
  • American Express
  • US Treasury & LA Dept of Revenue
  • Mastercard
  • Discover Card
  • Dan Boyd
  • The Smith Foote Law Firm, pursuit to termination agreement
  • Louisiana State Employees Retirement System- retired judge
  • The Smith Foote Law Firm, share of partnership profits
  • W Ross Foote, LLC

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 )

-American Funds Money Market — None

-American Balanced Fund — Dividend

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 — Dividend

-JPMorgan Chase & Co Common — Dividend

-AllianceBer Global Thematic Grth — Dividend

-JPMorgan Intrepid Mid Cap — Dividend

-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 — Sold

Yuma Exploration-Royalty Interest-Rapides Parish, Louisiana — Royalty

Timber land- Rapides Parish, Louisiana — Royalty

1/2 interest land-Grant Parish, Louisiana — None

1/2 interest land - Rapides Parish, Louisiana — None

1/6 interest 720 Murray Street Company — None

1/3 interest 720 Murray Street 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. — Distributed (part)

Vanguard-Prime Money Mkt Fund — Distributed (part)

Vanguard-Prime Money Mkt Fund — Distributed (part)

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

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 Goldman Sachs Software Index (IGV) — None — Sold

FTJ Fundchoice IRA-SPDR Technology Select Sector (XLK) — Dividend — Sold (part)

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

FTJ Fundchoice IRA-SPDR Financial Select Sector (XLF) — Dividend

FTJ Fundchoice IRA-SPDR Health Care Select Sector (XLV) — Dividend — Sold (part)

FTJ Fundchoice IRA-SPDR Health Care Select Sector (XLV) — Sold (part)

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 — Dividend — Sold (part)

- Vanguard Small-Cap Growth — Dividend — Sold (part)

- Vanguard Total Stock — Dividend — Sold (part)

- Vanguard Total Stock — Sold (part)

- Vanguard Total Stock — Sold (part)

Vanguard SEP IRA: Vanguard REIT Index — Int./Div.

1/7 interest - Grant Parish and Rapides Parish — None

FTJ Fundchoice IRA - SPDR S&P Bank (KBE) — Dividend

American Funds 529 Plan Account (FBO )

-American Funds Money Market — None

FTJ Fundchoice IRA-SPDR S&P Biotech (XBI) — Dividend — Sold (part)

FTJ Fundchoice IRA-Main Sector Rotation ETF (SECT) — Dividend

Capital One Money Market — Int./Div.

Vanguard SEP IRA — Int./Div.

FTJ Fundchoice IRA - iShares Nasdaq Biotechnology Index (IBB) — Dividend — Sold (part)

FTJ Fundchoice IRA - Xtrackers Harvest CSI 300 China A (ASHR) — None — Buy (add'l)

FTJ Fundchoice IRA - Xtrackers Harvest CSI 300 China A (ASHR) — Sold

FTJ Fundchoice IRA - iShares Russell Midcap Value Index (IWS) — Dividend

FTJ Fundchoice IRA - Vanguard Consumer Staples (VDC) — Dividend — Buy (add'l)

FTJ Fundchoice IRA - Vanguard FTSE Emerging Markets (VWO) — Dividend — Sold (part)

FTJ Fundchoice IRA - Vanguard FTSE Emerging Markets (VWO) — Sold

FTJ Fundchoice IRA - iShares Russell 2000 (IWM) — Dividend — Buy

FTJ Fundchoice IRA - iShares Russell 2000 (IWM) — Sold

FTJ Fundchoice IRA - SPDR Barclays 1-3 Month T-Bill (BIL) — Dividend — Buy

FTJ Fundchoice IRA - SPDR Barclays 1-3 Month T-Bill (BIL) — Sold

FTJ Fundchoice IRA - iShares U.S. Home Construction ETF (ITB) — Dividend — Buy

FTJ Fundchoice IRA - iShares U.S. Home Construction ETF (ITB) — Buy (add'l)

FTJ Fundchoice IRA - iShares U.S. Home Construction ETF (ITB) — Sold (part)

FTJ Fundchoice IRA - Van Eck Vectors semiconductor (SMH) — None — Buy

FTJ Fundchoice IRA - Van Eck Vectors semiconductor (SMH) — Buy (add'l)

FTJ Fundchoice IRA - Van Eck Vectors semiconductor (SMH) — Sold (part)

FTJ Fundchoice IRA - Van Eck Vectors semiconductor (SMH) — Sold

FTJ Fundchoice IRA - VanEck Vectors Gold Miners ETF (GDX) — Dividend — Buy

FTJ Fundchoice IRA - VanEck Vectors Gold Miners ETF (GDX) — Buy (add'l)

FTJ Fundchoice IRA - SPDR Energy Select Sector ETF (XLE) — Dividend — Buy

FTJ Fundchoice IRA - SPDR Energy Select Sector ETF (XLE) — Buy (add'l)

FTJ Fundchoice IRA - iShares MSCI USA Value Factor (VLUE) — Dividend — Buy

Partner, 720 Murray Street-law office building partnership

Power of Attorney, POA #1

Agreement — 04/01/10 — Termination of Partnership Agreement- The Smith Foote Law Firm

Liability — American Express — credit card

Liability — US Treasury & LA Dept of Revenue — income tax liability- ESTIMATED

Liability — Mastercard — credit card

Liability — Discover Card — credit card

Liability — Dan Boyd — guarantee on debt of HD Foote LLC

Income — 2019 — The Smith Foote Law Firm, pursuit to termination agreement — $44,435.16

Spouse's income — 2019 — Louisiana State Employees Retirement System- retired judge

Spouse's income — 2019 — The Smith Foote Law Firm, share of partnership profits

Spouse's income — 2019 — W Ross Foote, LLC

Line 58: 1/14 interest land located in Grant Parish, Louisiana was given to by in 2015. This asset is separate property and in no

way associated with Judge Elizabeth Foote's assets. inherited an additional 1/14 interest in land located in Grant Parish, Louisiana during 2018. Asset

description has been updated to show total interest of 1/7 as of 12/31/2018.

Line 61: This is a non-interest bearing fund, no income is being earned.

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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