Jane Margaret Triche Milazzo
2014Annual
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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.