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Madeline Hughes Haikala

2020

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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

  • 168

    investments

  • 8

    positions

  • 0

    gifts

  • 8

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Birmingham Bar Association Women's Section
  • Norma Livingston Ovarian Cancer Foundation
  • University of Mississippi

As filed

401K (H)

401K (H)

DoubleLine Low Dur Emerg Mkts fxd Inc I — Dividend — Sold (part)

DoubleLine Low Dur Emerg Mkts fxd Inc I — Buy (add'l)

DoubleLine Total Return Bond I — Dividend — Buy (add'l)

DoubleLine Total Return Bond I — Buy (add'l)

DoubleLine Total Return Bond N — Dividend — Sold (part)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Sold

Driehaus Event Driven — Dividend — Buy (add'l)

Driehaus Small Cap Growth Institutional — Dividend — Buy (add'l)

iShares Core 1-5 Year USD Bond — Dividend — Sold (part)

iShares Core MSCI Emerging Markets — Dividend

iShares Core MSCI Total Intl Stk — Dividend — Buy (add'l)

iShares Core MSCI Total Intl Stk — Sold (part)

iShares Core US Aggregate Bond — Dividend — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Nasdaq Biotechnology — Dividend — Buy

JPMorgan Strategic Income Opports R5 — Dividend — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Interest — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Buy (add'l)

JPMorgan Chase Bank Retirement Cash Account — Sold (part)

RiverPark Strategic Income Inst — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Wasatch International Opps Instl — Dividend

Franklin Templeton Uniform Transfer to Minor Accounts (H)

Franklin Mutual Quest Fund Class A (Y)

Invesco Funds Uni. Transf. to Minor Accounts (H)

Global Fund A (Y)

Main Street All Cap Fund A (Y)

Main Street Mid Cap Fund A (Y)

MetLife Policyholder Trust — Dividend

PNC Bank CDs — Interest

Wells Fargo Cash Accounts — Interest

DoubleLine Low Dur Emerg Mkts fxd Inc I — Dividend — Sold (part)

DoubleLine Low Dur Emerg Mkts fxd Inc I — Buy (add'l)

DoubleLine Total Return Bond I — Dividend — Buy (add'l)

DoubleLine Total Return Bond I — Buy (add'l)

DoubleLine Total Return Bond N — Dividend — Sold (part)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Sold

Driehaus Event Driven — Dividend — Buy (add'l)

Driehaus Small Cap Growth Institutional — Dividend — Buy (add'l)

iShares Core 1-5 Year USD Bond — Dividend — Sold (part)

iShares Core MSCI Emerging Markets — Dividend

iShares Core MSCI Total Intl Stk — Dividend — Buy (add'l)

iShares Core MSCI Total Intl Stk — Sold (part)

iShares Core US Aggregate Bond — Dividend — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Nasdaq Biotechnology — Dividend — Buy

JPMorgan Strategic Income Opports R5 — Dividend — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Interest — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Buy (add'l)

JPMorgan Chase Bank Retirement Cash Account — Sold (part)

RiverPark Strategic Income Inst — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Wasatch International Opps Instl — Dividend

Franklin Templeton Uniform Transfer to Minor Accounts (H)

Franklin Mutual Quest Fund Class A (Y)

Invesco Funds Uni. Transf. to Minor Accounts (H)

Global Fund A (Y)

Main Street All Cap Fund A (Y)

Main Street Mid Cap Fund A (Y)

MetLife Policyholder Trust — Dividend

PNC Bank CDs — Interest

Wells Fargo Cash Accounts — Interest

401K (H)

DoubleLine Low Dur Emerg Mkts fxd Inc I — Dividend — Sold (part)

DoubleLine Low Dur Emerg Mkts fxd Inc I — Buy (add'l)

DoubleLine Total Return Bond I — Dividend — Buy (add'l)

DoubleLine Total Return Bond I — Buy (add'l)

DoubleLine Total Return Bond N — Dividend — Sold (part)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Sold

Driehaus Event Driven — Dividend — Buy (add'l)

Driehaus Small Cap Growth Institutional — Dividend — Buy (add'l)

iShares Core 1-5 Year USD Bond — Dividend — Sold (part)

iShares Core MSCI Emerging Markets — Dividend

iShares Core MSCI Total Intl Stk — Dividend — Buy (add'l)

iShares Core MSCI Total Intl Stk — Sold (part)

iShares Core US Aggregate Bond — Dividend — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Nasdaq Biotechnology — Dividend — Buy

JPMorgan Strategic Income Opports R5 — Dividend — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Interest — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Buy (add'l)

JPMorgan Chase Bank Retirement Cash Account — Sold (part)

RiverPark Strategic Income Inst — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Wasatch International Opps Instl — Dividend

Franklin Templeton Uniform Transfer to Minor Accounts (H)

Franklin Mutual Quest Fund Class A (Y)

Invesco Funds Uni. Transf. to Minor Accounts (H)

Global Fund A (Y)

Main Street All Cap Fund A (Y)

Main Street Mid Cap Fund A (Y)

MetLife Policyholder Trust — Dividend

PNC Bank CDs — Interest

Wells Fargo Cash Accounts — Interest

401K (H)

DoubleLine Low Dur Emerg Mkts fxd Inc I — Dividend — Sold (part)

DoubleLine Low Dur Emerg Mkts fxd Inc I — Buy (add'l)

DoubleLine Total Return Bond I — Dividend — Buy (add'l)

DoubleLine Total Return Bond I — Buy (add'l)

DoubleLine Total Return Bond N — Dividend — Sold (part)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Buy (add'l)

DoubleLine Total Return Bond N — Sold

Driehaus Event Driven — Dividend — Buy (add'l)

Driehaus Small Cap Growth Institutional — Dividend — Buy (add'l)

iShares Core 1-5 Year USD Bond — Dividend — Sold (part)

iShares Core MSCI Emerging Markets — Dividend

iShares Core MSCI Total Intl Stk — Dividend — Buy (add'l)

iShares Core MSCI Total Intl Stk — Sold (part)

iShares Core US Aggregate Bond — Dividend — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Core US Aggregate Bond — Buy (add'l)

iShares Nasdaq Biotechnology — Dividend — Buy

JPMorgan Strategic Income Opports R5 — Dividend — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Interest — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Sold (part)

JPMorgan Chase Bank Retirement Cash Account — Buy (add'l)

JPMorgan Chase Bank Retirement Cash Account — Sold (part)

RiverPark Strategic Income Inst — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Sold (part)

Wasatch International Opps Instl — Dividend

Franklin Templeton Uniform Transfer to Minor Accounts (H)

Franklin Mutual Quest Fund Class A (Y)

Invesco Funds Uni. Transf. to Minor Accounts (H)

Global Fund A (Y)

Main Street All Cap Fund A (Y)

Main Street Mid Cap Fund A (Y)

MetLife Policyholder Trust — Dividend

PNC Bank CDs — Interest

Wells Fargo Cash Accounts — Interest

Board Member, Birmingham Bar Association Women's Section

Board Member, Norma Livingston Ovarian Cancer Foundation

Board Member, Birmingham Bar Association Women's Section

Board Member, Norma Livingston Ovarian Cancer Foundation

Board Member, Birmingham Bar Association Women's Section

Board Member, Norma Livingston Ovarian Cancer Foundation

Board Member, Birmingham Bar Association Women's Section

Board Member, Norma Livingston Ovarian Cancer Foundation

Agreement — 1990 — Lightfoot, Franklin, & White LLC 401 K plan with former law firm, no control, no income from firm; asset selection by independent 401k (Continued on line 2)

Agreement — 1990 — management service (I can choose only category of risk).

Agreement — 1990 — Lightfoot, Franklin, & White LLC 401 K plan with former law firm, no control, no income from firm; asset selection by independent 401k (Continued on line 2)

Agreement — 1990 — management service (I can choose only category of risk).

Agreement — 1990 — Lightfoot, Franklin, & White LLC 401 K plan with former law firm, no control, no income from firm; asset selection by independent 401k (Continued on line 2)

Agreement — 1990 — management service (I can choose only category of risk).

Agreement — 1990 — Lightfoot, Franklin, & White LLC 401 K plan with former law firm, no control, no income from firm; asset selection by independent 401k (Continued on line 2)

Agreement — 1990 — management service (I can choose only category of risk).

Liability — University of Mississippi

Liability — University of Mississippi

Liability — University of Mississippi

Liability — University of Mississippi

Part VII. Investments and Trusts.

- There are no income and value amounts for the assets listed under Invesco Funds UTMA and Franklin Templeton UTMA. The related to these

accounts was emancipated in 2020.

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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Madeline Hughes Haikala | Frix