Jane Margaret Triche Milazzo

2014Annual

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Pull out the substance of this filing.

What was filed

  • 112

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Note in Part VII
  • Note mn Part VII
  • Note mm Part VII
  • Note m Part VII
  • S8-mtentionally blank
  • Notes in Part VII
  • notes in Part VII
  • note mn Part VII
  • note mm Part VII
  • Intentionally blank
  • Note im Part VII
  • note in Part VII
  • note m Part VII
  • MJ Holding Company
  • LA Association of Defense Councel
  • Thomas A Gennusa Settlement - personal jury settlement

As filed

Campus Federal Credit Union Checking Savings Accounts — Interest — Note in Part VII

St. Tammany Parish Wide Sch LA Bonds — Interest

Webster Panish LA Sch Dis 6 Bonds — Interest

EL du Ponit de Nemours & Co Stock — Int/Div

Driehaus Mut Fd Emerg Mkt Gro — Int/Div — Sold (part)

Schwab Cap Laudus Intl Mk Master — Int/Div

Royce Opportunity Fund — Int/Div

Vanguard Index Fd Sml Cp Grw Inv — Int/Div

SPDR S&P S00 Trust — Int/Div — Note in Part VII

Columbia Property Trust,Inc — Int/Div — Note in Part VII

Columbia Property Trust, Inc — None — with line 10) — Note in Part VII

MetLife Mod/Agg Allocation Portfolio — None — Distributed — Note mn Part VII

MetLife Universal Life Cash Surrender Value — None

FMT/DFA Real Estate Securities — None

FMT/DFA International Real Estate — None

FMT/DFA Commodity Strategy Portfolio — None — Sold (part)

FMT/DFA US Large Cap Value — None

FMT/DFA International Value — None — Sold

FMT/DFA International Small Cap Value — None

FMT/DFA Emerging Markets Value — None

FMT Intemational Value Opportunities (Tradewinds) — None

FMT/DFA Emerging Markets Small-Cap — None — Sold (part)

START LA Account — Int/Div

ING Fixed Acoumt — Int/Div

American Movil SA De CV ADR — None

AT&T. Inc — Int/Div

Capital One Financial Corp — Int/Div

Caterpillar, Inc — Int/Div

Chevron Corp — Int/Div

Chicago Bridge & Iron Co — Int/Div

Comcast Corp Cl A — Int/Div

Ford Motor co — Int/Div

Gatx Corp — Int/Div

General Electric Co — Int/Div — Note mm Part VII

GlaxoSmithKline PLC — Int/Div

Home Depot — Int/Div

McDonalds — Int/Div

Merck & Co Inc New — Int/Div

Pepco Holdings Inc — Int/Div

Pepsico Inc — Int/Div

Proctor & Gamble — Int/Div

Southwest Airlines — Int/Div

Texas Instruments Ing — Int/Div

Tredegar Industries — Int/Div

Verizon — Int/Div

Allstate Corp — Int/Div

Archer Daniels Miand co — Int/Div

Ensco Intl PLC new (X) — Int/Div — Buy

Express Scripts Holding Co (X) — Int/Div — Note m Part VII

Arthur Gallagher & Co — Int/Div

Hancock Holding Co — Int/Div

IBM — Int/Div

JPMorgan Chase — Int/Div

Microsoft — Int/Div

Rockwell Automation — Int/Div

Rockwell Collins Inc — Int/Div

Time Wamer Inc New — Int/Div

SK — S8-mtentionally blank

UBS Ag new — Int/Div

Wal-Mart Stores Ing — Int/Div

Walt Disney co — Int/Div

Yum Brands — Int/Div

Gabelli Equity Trust Co — Int/Div — Sold — Notes in Part VII

T Rowe Price Inst Mid Cap Equity Growth — Int/Div — Note in Part VII

shares MSCI EAFE Value Index Fund — hy — Sold (part)

Vanguard Short Term Bond Fund (X) — Int/Div — Buy

Vanguard Total Bond Market ETF (X) — Int/Div — Buy — Notes in Part VII

Vanguard Total World Stock ETF — Int/Div — Buy (add'l) — Notes in Part VII

Vanguard CRSP US Small Cap Value Ind (xX) — Int/Div — Buy — Notes in Part VII

ALPS Funds Aspen Managed Futures (X) — Int/Div — Buy

American Century Global Real Estate Inst (xX) — Int/Div — Buy

Calamos Evolving World Grwth (X) — Int/Div — Buy

Fidelity Fds New Mkts Inc (X) — Int/Div — Buy

IP Morgan Strategic Income Opp Fd Select 1X) — Int/Div — Buy

T Rowe Price Value Fund (X) — Int/Div — Buy

Templeton Emerg Markets Sm Cap Fd Ady xX) — Int/Div — Buy

Templeton Global Total Return Fund Ady XxX) — Int/Div — Buy — notes in Part VII

Thomburg Ltd-Term Inc Inst] (X) — Int/Div — Buy

IPATH DJ-UBS Commodity Total Return ETN — None — Sold — note mn Part VII

First Mercantile Trust, FFTW Income Plus — Int/Div — note mm Part VII

Amazon Company Inc — None — Note in Part VII

x2 — Intentionally blank

Google Inc — None — Note im Part VII

Medtronic ne — Int/Div — Note m Part VII

SPDR Global Real Estate ETF — None — Sold (part)

SPDR Emerging Small Cap — None — Sold (part)

Vanguard Emerging Markets ETF — Int/Div — Sold (part) — note in Part VII

Vanguard CRSP US Large Cap Value Ind — Int/Div — Sold (part) — note m Part VII

ALPS Funds Aspen Managed Futures (X) — Int/Div — Buy

MJ Holding Company, see assets below (H)

Property #2, Napoleonville, LA — None

Property #4, Napoleonville, LA — None

Property #5, Napoleonville, LA — None

Airtap Communications, LLC — None

Multicom Investments. LLC — None

Vanguard Total World Stock Fund — None — Sold (part) — Note in Part VII

Vanguard CRSP Small Cap Value Ind (X) — None — Sold (part) — Note mm Part VII

PIMCO Total Return (X) — Int/Div — Buy — Note m Part VII

DFA Int'l Core Equity Portfolio 1 (X) — Int/Div — Buy — Note in Part VII

DFA US. Small Cap Value Portfolio (X) — Int/Div — Buy — Note in Part VII

Vanguard Inflation-Protected Sec (X) Admiral — Int/Div — Buy — Note im Part VII

DFA Intl Small Company Portfolio {X) — Int/Div — Buy — Note m Part VII

DFA Emerging Markets Core Equity (X) — Int/Div — Buy — Note in Part VII

DFA U.S. Large Company Portfolio Inst (X) — Int/Div — Buy — Note in Part VII

State Stree Bank and Trust Checking Savings Account — Interest — Note in Part VII

Edward Jones Money Market Cash Account — Interest — Note mn Part VII

TDAM Municipal Portfolio Class A Cash — Interest — Note in Part VII

FDIC Insured Deposit Account Cash — Interest — Note in Part VII

CTB Money Market Cash Fund — Interest — Note in Part VII

Vanguard Total World Stock ETF — Int/Div — Buy (add'l) — Note mm Part VII

Vanguard Total World Stock ETF — Buy (add'l) — Note in Part VII

Vanguard CRSP US Small Cap Value Ind — Int/Div — Buy (add'l) — Note in Part VII

Partner, MJ Holding Company

Agreement — 2008 — Interest in one outstanding personal injury claim, no control - Settled in 2014 (see Part 111)

Reimbursement — LA Association of Defense Councel — &I1314-6422/14 — Salzberg, Austna — Teach CLE — Travel, Lodging, Airfare, Meals

Income — 2014 — Thomas A Gennusa Settlement - personal jury settlement — S146.667.00

Transaction #106 - This is the sume asset as Transaction #29 on 2013 FDR.

Transaction #107- This asset was included in Transaction #28 Cash Accounts on 2013 FDR.

Transaction #108 - This asset was included in Transaction #28 Cash Accounts on 2013 FDR.

Transaction #109- This is the same asset as Transaction #65 on 2013 FDR. This is a money market account in the Janes Argent brokerage account.

Amended Financial Disclosure Report:

Transaction #9 - SPDR S&P 500 Trust - All purchases were under the reporting threshold of $1,000 per individual transaction.

Transaction #68 - Vanguard Total World Stock ETF - Detail of additional purchases reported on Transaction #110 and Transaction #111 per request

Transaction #69 - Vanguard CRSP US Small Cap Value Ind. - Detail of additional purchases reported on Transaction #112 per request

Transaction #80 - Corrected name for more specific detail per request

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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