Linda T. Walker
2020
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Pull out the substance of this filing.
What was filed
105
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
3
spouse income
Named parties
- EcoScribe Solutions - Salary
As filed
Associated Credit Union Cash Accounts — Interest
Bank of America Cash Accounts — Interest
American Income Fund of America — Int./Div.
Hartford Capital Appreciation Fund — Int./Div.
Hartford Dividend & Growth\ Fund — Int./Div.
MFS Moderate Allocation Cl A — Int./Div.
MFS Moderate Allocation Cl C — Int./Div.
Cigam 529 Mod Gr & Inc Prt C — Int./Div.
Oneok Inc. New Com — Interest — Buy
Southwest Airlines Company — Dividend — Buy
Southwest Airlines Company — Sold
IShares Gold Trust — Int./Div. — Buy
IShares Gold Trust — Sold (part)
IShares Barclays 7-10 Year Treasury Bond FD — Int./Div. — Buy
IShares Barclays 10-20 Year Treasury Bond FD — Int./Div. — Buy
Eldorado Resorts, Inc. — Int./Div. — Buy
Caesars Entmt Inc New — Interest — Buy
Caesars Entmt Inc New — Sold (part)
Apple, Inc. Common — Int./Div. — Buy
Tesla Inc Common — Interest — Buy
SECTOR SPDR TR SHS BEN INT-Energy — Int./Div. — Buy
Pfizer Inc Common — Int./Div. — Buy
Omnicom Group Inc Common — Int./Div. — Buy
Boeing Co Com — Int./Div. — Buy
CVS Health Corp Commom — Interest — Buy
Sabre Corp Common — Int./Div. — Buy
Macerich Co Com — Int./Div. — Buy
American Airlines — Interest — Buy
General Dynamics Corp Common — Int./Div. — Buy
Equity Residential Shares Befeneficial Int — Int./Div. — Buy
American Bond Fund of America — Int./Div. — Buy
Met West Total Return Bond CL Plan — Int./Div. — Buy
Met West Total Return Bond CL — Int./Div. — Buy
PGIM Global Total Return CL R6 — Int./Div. — Buy
PGIM Total Return Bond CL R6 — Int./Div. — Buy
Associated Credit Union Cash Accounts — Interest
Bank of America Cash Accounts — Interest
American Income Fund of America — Int./Div.
Hartford Capital Appreciation Fund — Int./Div.
Hartford Dividend & Growth\ Fund — Int./Div.
MFS Moderate Allocation Cl A — Int./Div.
MFS Moderate Allocation Cl C — Int./Div.
Cigam 529 Mod Gr & Inc Prt C — Int./Div.
Oneok Inc. New Com — Interest — Buy
Southwest Airlines Company — Dividend — Buy
Southwest Airlines Company — Sold
IShares Gold Trust — Int./Div. — Buy
IShares Gold Trust — Sold (part)
IShares Barclays 7-10 Year Treasury Bond FD — Int./Div. — Buy
IShares Barclays 10-20 Year Treasury Bond FD — Int./Div. — Buy
Eldorado Resorts, Inc. — Int./Div. — Buy
Caesars Entmt Inc New — Interest — Buy
Caesars Entmt Inc New — Sold (part)
Apple, Inc. Common — Int./Div. — Buy
Tesla Inc Common — Interest — Buy
SECTOR SPDR TR SHS BEN INT-Energy — Int./Div. — Buy
Pfizer Inc Common — Int./Div. — Buy
Omnicom Group Inc Common — Int./Div. — Buy
Boeing Co Com — Int./Div. — Buy
CVS Health Corp Commom — Interest — Buy
Sabre Corp Common — Int./Div. — Buy
Macerich Co Com — Int./Div. — Buy
American Airlines — Interest — Buy
General Dynamics Corp Common — Int./Div. — Buy
Equity Residential Shares Befeneficial Int — Int./Div. — Buy
American Bond Fund of America — Int./Div. — Buy
Met West Total Return Bond CL Plan — Int./Div. — Buy
Met West Total Return Bond CL — Int./Div. — Buy
PGIM Global Total Return CL R6 — Int./Div. — Buy
PGIM Total Return Bond CL R6 — Int./Div. — Buy
Associated Credit Union Cash Accounts — Interest
Bank of America Cash Accounts — Interest
American Income Fund of America — Int./Div.
Hartford Capital Appreciation Fund — Int./Div.
Hartford Dividend & Growth\ Fund — Int./Div.
MFS Moderate Allocation Cl A — Int./Div.
MFS Moderate Allocation Cl C — Int./Div.
Cigam 529 Mod Gr & Inc Prt C — Int./Div.
Oneok Inc. New Com — Interest — Buy
Southwest Airlines Company — Dividend — Buy
Southwest Airlines Company — Sold
IShares Gold Trust — Int./Div. — Buy
IShares Gold Trust — Sold (part)
IShares Barclays 7-10 Year Treasury Bond FD — Int./Div. — Buy
IShares Barclays 10-20 Year Treasury Bond FD — Int./Div. — Buy
Eldorado Resorts, Inc. — Int./Div. — Buy
Caesars Entmt Inc New — Interest — Buy
Caesars Entmt Inc New — Sold (part)
Apple, Inc. Common — Int./Div. — Buy
Tesla Inc Common — Interest — Buy
SECTOR SPDR TR SHS BEN INT-Energy — Int./Div. — Buy
Pfizer Inc Common — Int./Div. — Buy
Omnicom Group Inc Common — Int./Div. — Buy
Boeing Co Com — Int./Div. — Buy
CVS Health Corp Commom — Interest — Buy
Sabre Corp Common — Int./Div. — Buy
Macerich Co Com — Int./Div. — Buy
American Airlines — Interest — Buy
General Dynamics Corp Common — Int./Div. — Buy
Equity Residential Shares Befeneficial Int — Int./Div. — Buy
American Bond Fund of America — Int./Div. — Buy
Met West Total Return Bond CL Plan — Int./Div. — Buy
Met West Total Return Bond CL — Int./Div. — Buy
PGIM Global Total Return CL R6 — Int./Div. — Buy
PGIM Total Return Bond CL R6 — Int./Div. — Buy
Spouse's income — 2020 — EcoScribe Solutions - Salary
Spouse's income — 2020 — EcoScribe Solutions - Salary
Spouse's income — 2020 — EcoScribe Solutions - Salary
The GE Global Ins. Holdings listed on line 3 of my prior report was sold on April 22, 2015. I unknowingly continued to list the bond as an asset on my reports.
On the same day, April 22. 2015, the proceeds of the sell were used to purchase the American Income Funds of America.(listed on line 3, of this report), the MFS
Moderate Allocation A (listed on line 6) and the MFS Allication C (listed on line 7).
The Edward Jones Cash Account listed on line 7 of my prior report has been removed, as it no longer meets the reporting requirements.
The American Fds. Ptf. Bal. Fd. Cl 529-C listed on line 8 of my prior report is now listed as Cigam 529 Med. Gr. & Inc. Prt. C. I have been inforned that the
Cigam is the offcial name for the Amercian funds.
The Amerian Fds. Ptf. Bal. Fd. Cl. 528-C listed as a partial sell on 08/20/19 (line 9 of my prior report) has been removed becuase it was a sold on that date. I
inadvertently listed it as a partial sell. The sell date and the value code remain the same as that listed for the partial sell on my prior report.
My prior report did not include several stock and mutual fund purchases because I was unware of them. I recently learned that on May 29, 2019, several assets
were purchased from a pre-tax rollover from a previous employer. Those assets are listed below:
Asset Amt Type Value Code Value Method Type Date Value
Account 1
-AltriaGroup, Inc. A Int./Div. J T Buy 05/29/19 J
--Anheuser Busch Inbev SA/NV A Int//Div. J T Buy 05/29/19 J
-AT&T Inc. A Int./Div. J T Buy 05/29/19 J
-American AMCAP A A Int./Div. J T Buy 05/29/19 J
-American Bond Fund of Amer A A Int./Div/ J T Buy 05/29/19 J
-American High-Income Trust A Int./Div/ J T Buy 05/29/19 J
-American Int BD Fd of Amer A A Int./Div. J T Buy 05/29/19 J
-American New Perspective A A Int./Div. J T Buy 05/29/19 J
-Anerican New World A A Int./Div. J T Buy 05/29/19 J
-Am Short-Trm BD Ofamer A A Int./Div. J T Buy 05/29/19 J
-American SMALLCAP World A A Int./Div. J T Buy 05/29/19 J
-American Wash Mutual INV A A Int./Div. J T Buy 05/29/19 J
I was unaware of the rollover or the acquistion of those assets when I filed my prior report.
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.