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What was filed

  • 104

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Loyola Law Alumni Association
  • Federal Bar Assoc.-New Orleans Chapter
  • Lexus Financial Services
  • Merrill Lynch Individual Retirement Account - Required Minimum Distribution
  • Merrill Lynch IRA - Required Minimum Distribution

As filed

Bank of America (Merrill Lynch) FIA NA Rasp (money mkt acct) — Interest — Buy (add'l)

Bank of America (Merrill Lynch) FIA NA Rasp (money mkt acct) — Sold (part)

BA CA N.A. RASP (money market account) — Interest — Buy

Goldman Sachs Bank CD Jul 16 2020 — Interest — Redeemed

Bank of China (NYC) CD 12/29/20 — Interest — Redeemed

Ford Holdings Inc Mar 01, 2020 — Interest — Redeemed

Scana Corp. Ser Mtn Apr 01 2020 — Interest — Redeemed

El Paso Nat. Gas (Bond) Jan 15, 2022 — Interest

Coca Cola Ent. Debentures Feb 01 2022 — Interest

USX Corp May 15, 2022 — Interest

Coca Cola Ent. Inc. Debentures Sep 15 2022 — Interest

USX Marathon Grp Debentures Mar 01 2023 — Interest

Gen Motors Corp Global Bds July 15 2023 — Interest

USX Marathon Group July 15, 2023 — Interest

Southern Union Co. Feb 01, 2024 — Interest

Time Warner Cos Inc Feb 01, 2024 — Interest

Entergy La. LLC Nov. 01, 2024 — Interest

Union Carbide Deben 6/1/25 — Interest

BellSouth Telecommunications Oct 01, 2025 — Interest

Frontier Communications Nov 01,2025 (Formerly Citizens Utility) — Interest

Ford Motor Co. Nov 15, 2025 — Interest

Burlington Resources Inc Feb 15, 2026 — Interest

Petro Canada Jun 15, 2026 — Interest

Indiana Bell Tel Debentures Aug 15 2026 — Interest

Morgan Stanley Sub Ser GMTN Sept 08, 2026 — Interest

Bristol Meyers Squibb Nov 15 2026 — Interest

Hydro Quebec Deb Ser MBIA Jan 15, 2027 — Interest

Phillip Morris Cos Inc Jan. 15, 2027 — Interest

Eli Lilly & Co March 15, 2027 — Interest

Wal-Mart Stores, Inc Apr 05 2027 — Interest

CSX Corp May 01 2027 — Interest

GTE California Inc May 15 2027 — Interest — Sold

Hershey Foods Corp Aug 15, 2027 — Interest

Seagull Energy Corp Sr. Notes 9/15/27 — Interest

Puget Sound Energy Inc. Dec 01, 2027 — Interest

Anheuser-Busch Cos Inc Dec 15 2027 — Interest

Pioneer Natural Resource Jan 15, 2028 — Interest

Sears Roebuck Acceptance Jan. 15, 2028 — Interest

Verizon Florida (formerly GTE Florida) Feb. 01, 2028 — Interest — Sold

GTE North Inc. Feb. 15, 2028 — Interest — Sold

Kinder Morgan Inc. Mar. 01, 2028 (formerly KN Engergy) — Interest

Occidental Petroleum Apr 01 2028 — Interest

Bell Atlantic Corp Apr 15, 2028 — Interest

GTE Corporation Apr 15, 2028 — Interest

Bell South Telecom Inc Jun 01 2028 — Interest

Georgia-Pacific Group Jun 01 2028 — Interest

Heinz (HJ) Co July 15 2028 — Interest

United Utilities PLC Aug 15, 2028 — Interest

Petro Canada Deben 11/15/28 — Interest

Bell Atlantic Penn Dec 01, 2028 — Interest

Duke Energy Corp Dec. 01, 2028 — Interest

Burlington Resources Mar 01, 2029 — Interest

Conoco Inc Apr 15, d2029 — Interest

Archer-Daniels-Midland May 01 2029 — Interest

Norfolk Southern Corp May 17, 2029 — Interest

Amerada Hess Corp Bonds Oct 01 2029 — Interest

Dow Chemical Co Nov 01, 2029 — Interest

New England Tel & Tel Co. Nov 15 2029 — Interest

New Jersey Bell Tel Co Nov 15, 2029 — Interest

Apache Fin Canada Corp Dec 15, 2029 — Interest

Wal Mart Stores Bonds Feb 15 2030 — Interest

Burlington North Santa Fe Aug 15, 2030 — Interest

Bell Telephone Co PA Dec 15, 2030 — Interest

Dominion Res Cap TR III Jan 15, 2031 — Interest

Amerada Hess Corp Aug 15, 2031 — Interest

Gen. Electric Cap Corp Mar 15, 2032 — Interest

Gen. Electric Cap Corp Jul 15, 2032 — Interest

Texaco Capital Inc Aug 01, 2032 — Interest

Florida Power Corp Mar 01, 2033 — Interest

Wisconsin Electric Power May 15, 2033 — Interest

Florida Power & Light Apr 01, 2034 — Interest

Gen. Electric Cap Corp Jun 15, 2034 — Interest

Bell South Corp Nov. 15, 2034 — Interest

Goldman Sachs Group Jun 15, 2035 — Interest

Goldman Sachs Group Oct 1, 2037 — Interest

St. Gabriel La Pub Impt May 01 29 — Interest

Jefferson PH LA Hosp Svc Jan 1 31 — Interest

La. LCL GVT ENV CDA RV Sep 01 32 — Interest

San Jose Calif Arpt Rev Mar 01 41 — Interest

La LCL GVT ENV CDA RV Mar 01 42 — Interest

Louisiana Pub Facs Auth Jul 01 42 — Interest

Washington St Motor Aug 01 42 — Interest

Louisiana LCL GVT Mar 01 47 — Interest

Met Pea Il Dedicated ST Jun 15 50 — Interest — Redeemed

American Airls Group Inc. — Dividend

Merrill Lynch BIF (CMA) Tax-Exempt Fund — Dividend

Goldman Sachs Group Oct 1, 2037 — Interest

Metro Transportation Autority Nov 15, 2022 — Interest — Buy

St Gabriel La Pub Impt May 01 37 — Interest

LA Pub Facs Auth Rev Loyola Proj Oct 01 41 — Interest

Merrill Lynch Bank USA RASP (money market) — Interest

Goldman Sachs Bank CD Jul16 2020 — Interest

Bank of China (NYC) CD Dec 29, 2020 — Interest — Redeemed

Goldman Sachs Group Aug 15, 2025 — Interest

Morgan Stanley Sub Ser GMTN Sept 08, 2026 — Interest

Phillip Morris Cos Inc Jan 15, 2027 (Bonds) — Interest

GTE North Inc. Bond Feb. 15, 2028 — Interest

General Elec Cap Corp July 15, 2032 — Interest

Bell South Corp Nov 15, 2034 — Interest

LA LCL GVT ENV CDA RV Nov 01 31 — Interest

Central Plains Energy Sep 01 42 — Interest

Vanguard Ttl Stk Mkt Index Fund — Dividend

Vanguard Prime MM Fund — Dividend

Capital One Bank-- checking/savings/money market — Interest

Member, Board of Directors, Loyola Law Alumni Association

Member, Board of Directors, Federal Bar Assoc.-New Orleans Chapter

Liability — Lexus Financial Services — Vehicle loan

Income — 01/30/2020 — Merrill Lynch Individual Retirement Account - Required Minimum Distribution — $129,858.00

Spouse's income — 01/30/2020 — Merrill Lynch IRA - Required Minimum Distribution

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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Carl J. Barbier | Frix