Timothy D. DeGiusti
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
56
investments
3
positions
0
gifts
1
agreements
0
debts
1
reimbursements
2
income
0
spouse income
Named parties
- Trust #1 A and Trust #1B (#1 A and #B refer to separate accounts within the same Trust)
- Trust #2
- Board of Directors, Federal Bar Association, Oklahoma City, Chapter
- Umiversity of Oklahoma College of Law
- Andrews Davis Legg Bixler Milsten & Price termination payments
- University of Oklahoma College of Law - Teaching Compensation
As filed
Bank of America accounts — Interest
US.-Employees O.C. Federal Credit Union — Interest
Oklahoma College Savings Plan (Level of Risk « Conservative) — None
Oklahoma College Savings Plan (Level of Risk - Conservative) — None
Edward Jones - IRA #1
Whole Foods Mkt WFM — None — Buy
APA Common Stock — Int/Div — Sold
Amcap Fd C1A - American Fund — Int/Div
Lord Abbett US Gov't Sec Money Market — Int/Div — Sold
Amencan Balanced Fd - American Fund — Int/Div
Lord Abbett Intl Opptys Fd A — Int/Div — Buy
Edward Jones - IRA #2
New Perspetive Fund A- American Funds American Fund — Int/Div
Amcap Fd CIA - American Fund — Int/Div
Lord Abbett US Gov't Sec Money Market A — Int/Div — Sold
Amencan Balanced CIA - Amencan Fund — Int/Div
Washington Mutual CIF - American Fund — Int/Div
Amencan Balanced CIF - American Fund — Int/Div
Lord Abbet Int'l Opptys Fd. A — Int/Div — Buy
Trust #1A
KMI-Kinder Morgan Inc — None — with line 26)
Edward Jones Money Market Investment Shares — Int/Div
KMP - Kinder Morgan Energy Partners — Int/Div — Redeemed
OKS - ONEOK Partners LP — Int/Div — Sold
ETP - Energy Transfer Partners LP — Int/Div
VOD - Vodafone Group PLC — Int/Div — Sold
T-AT&T — Int/Div
VZ - Verizon Comm — Int/Div — from line 29)
Trust#1B
Edward Jones Money Market Investment Shares — Int/Div
Trust #2
Edward Jones Money Market Investment Shares — Int/Div
CVX Common Stock — Int/Div
KO Common Stock — Int/Div
COP Common Stock — Int/Div — Sold
XOM Common Stock — Int/Div
GE Common Stock — Int/Div
PFE Common Stock — Int/Div
PG Common Stock — Int/Div
IBM Common Stock — Int/Div — Sold
PEP Common Stock — Int/Div
WMT Common Stock — Int/Div
Cash Management Trust of America n/k/a Amer Fonds Mn Mt — None
American Mutual 1Fund American Funds — Int/Div
Fundamental Investors Fund American Funds — Int/Div
New Perspective Fund American Funds — Int/Div
Washington Mutual Inv. Fund American Funds — Int/Div
ABT — Int/Div
GI — Int/Div
RDS A — Int/Div — Sold
RDS A — Int/Div — Sold
ABBY — Int/Div
ZOE — Int/Div
ZOE — Int/Div — Sold
CLR - Continental Resources — None — Buy
APA - Apache Corp — None — Buy
Co-trustce, Trust #1 A and Trust #1B (#1 A and #B refer to separate accounts within the same Trust)
Co-trustee, Trust #2
Member, Board of Directors, Federal Bar Association, Oklahoma City, Chapter
Agreement — 2000 — Andrews Davis Legg Bixler Milsten & Price termination agreement
Reimbursement — Umiversity of Oklahoma College of Law — 07/032014 07/17.2014 — Oxtord, England — Teaching — Travel, lodging, expenses
Income — 2014 — Andrews Davis Legg Bixler Milsten & Price termination payments — S428 82
Income — 2014 — University of Oklahoma College of Law - Teaching Compensation — SS.000.00
Part VIL Investments and Trusts.
Asset previously listed on Line 2 described as “Chase Bank" is an account that has been closed for several years, and was inadvertently listed on prior reports,
"KMP - Kinder Morgan Energy Partners” (line 26) as a corporate reorganization become "KMI-Kinder Morgan Inc” (line 24) both of these assets were sold as one
transaction as it is listed on line 26, Column D.
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.