Donna Sue Morgan

What was filed

216
investments
3
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income

Named parties

Education Committee of the Louisiana Bar Foundation
New Orleans Chapter of the Federal Bar Association
Community Advisory Board for Le Petit Theatre
Tarleton State University and Texas A&M School of Law
University of Houston Law Center
McGlinchey Stafford PLLC - salary

As filed

Neighbors Federal Credit Umion — Interest

Iberia Bank checking accounts — Interest

Apache Corp — Int/Div — Buy (add'l)

Apache Corp — Buy (add'l)

Dover Corporation — None — Buy (add'l)

Dover Corporation — Sold

CVS Health Corp (formerly CV S Caremark Corp) — Int/Div — Buy (add'l)

CVS Health Corp (formerly CV S Caremark Corp) — Buy (add'l)

Sysco Corporation — Dav — Buy (add'l)

Sysco Corporation — Buy (add'l)

Becton Dickinson & Co — Int/Div — Buy (add'l)

Becton Dickinson & Co — Buy (add'l)

Becton Dickinson & Co — Sold (part)

Becton Dickinson & Co — Buy (add'l)

Express Scripts Inc — Int/Div — with line 215)

Bank of New York Mellon € — Int/Div — Buy (add'l)

Bank of New York Mellon € — Buy (add'l)

Wells Fargo & Co New — Int/Div — Buy (add'l)

Wells Fargo & Co New — Buy (add'l)

AFLACIn — Int/Div — Buy (add'l)

AFLACIn — Sold (part)

AFLACIn — Buy (add'l)

HCPInc — None — Buy (add'l)

HCPInc — Buy (add'l)

HCPInc — Sold

Visa Inc Class A — Int/Div — Buy (add'l)

Visa Inc Class A — Buy (add'l)

Visa Inc Class A — Sold (part)

Visa Inc Class A — Buy (add'l)

Western Union Company — None — Buy (add'l)

Western Union Company — Sold

Cognizant Tech Sol C1 A — None — Buy (add'l)

Cognizant Tech Sol C1 A — Buy (add'l)

Oracle Corporation — Int/Div — Buy (add'l)

Oracle Corporation — Buy (add'l)

AT&TNew — Int/Div — Buy (add'l)

AT&TNew — Buy (add'l)

Entergy Corp New — Int/Div — Buy (add'l)

Entergy Corp New — Buy (add'l)

Salle Mae Bank CD — None — Sold

Discover Bank CD — Int/Div — Sold (part)

BMW Bank North America ( — None — Sold

GFE Cap Bk Inst CD — None — with line 99)

GE Cap Retail Bank — Int/Div

CIT Bank CD — Int/Div

Schwab Govt Money Fund — Interest

Schwab Bank Deposit Account (formerly Schwab Money Market Fund) — Interest

Nucor Corp — Int/Div

Pepsico Incorporated — Int/Div — Buy (add'l)

Pepsico Incorporated — Buy (add'l)

Berkshire Hathaway CI B — None

Apple Computer Inc — Int/Div — Sold (part)

Vodafone Group Plc — Int/Div

Kinder Morgan Inc — Int/Div — Buy (add'l)

Kinder Morgan Inc — Buy (add'l)

United Technologies Corp — Int/Div — Buy (add'l)

United Technologies Corp — Buy (add'l)

TIX Cos Inc — Int/Div — Buy (add'l)

TIX Cos Inc — Buy (add'l)

TIX Cos Inc — Sold (part)

TIX Cos Inc — Buy (add'l)

Amgen Incorporated — Int/Div — Buy (add'l)

Amgen Incorporated — Buy (add'l)

PNC Finl Services Gp Inc — Int/Div — Sold (part)

UPS of America — Iv

Boeing Company — Int/Div

Goldman Sachs Bank CD — Int/Div

GE Capital Bank CD — Int/Div — Sold (part)

Toronto Dominion Bank — Dav

Emerson Electric Co — Int/Div — Buy (add'l)

Emerson Electric Co — Buy (add'l)

Emerson Electric Co — Sold (part)

Emerson Electric Co — Buy (add'l)

Genuine Parts Co — Int/Div — Buy (add'l)

Genuine Parts Co — Buy (add'l)

Procter & Gamble Co — Int/Div — Buy (add'l)

Procter & Gamble Co — Buy (add'l)

Johnson & Johnson — Int/Div — Buy (add'l)

Johnson & Johnson — Buy (add'l)

VF Corporation — Int/Div — Sold (part)

VF Corporation — Buy (add'l)

Johnson Controls plc — Int/Div

Adient PLC Ord — None — Sold

Western Digital Corp — Int/Div — Buy (add'l)

Western Digital Corp — Buy (add'l)

Shire PLC ADR — None — Sold

Alliance Data Systems — Int/Div — Buy (add'l)

Alliance Data Systems — Buy (add'l)

Hospitality Pptys TRUST — Int/Div — Buy (add'l)

Hospitality Pptys TRUST — Buy (add'l)

Whirlpool Corp — Int/Div — Buy (add'l)

Whirlpool Corp — Buy (add'l)

Expeditors Intl of WA Inc — Int/Div

Community Trust CD — Int/Div

Smucker J. M. Co New — Int/Div — Buy (add'l)

Smucker J. M. Co New — Buy (add'l)

Celgene Corp — None

Verizon Communications — Int/Div — Buy (add'l)

Verizon Communications — Buy (add'l)

Altria Group Inc — Int/Div

Adobe Systems Inc — Int/Div

Exxon Mobil Corporation — Int/Div — Buy (add'l)

Exxon Mobil Corporation — Buy (add'l)

160), — Buy (add'l)

Compass Minerals Intl — Int/Div — Buy (add'l)

Compass Minerals Intl — Buy (add'l)

Air Prod & Chemicals Inc — Int/Div — Buy (add'l)

Air Prod & Chemicals Inc — Buy (add'l)

FedEx Corporation — Int/Div — Buy (add'l)

FedEx Corporation — Buy (add'l)

Nike Inc Class B — Int/Div — Buy (add'l)

Nike Inc Class B — Buy (add'l)

Disney Walt Co — Int/Div — Buy (add'l)

Disney Walt Co — Buy (add'l)

Hanesbrands Inc — Int/Div — Buy (add'l)

Hanesbrands Inc — Buy (add'l)

Pfizer Incorporated — Int/Div — Buy (add'l)

Pfizer Incorporated — Buy (add'l)

I185, — Buy (add'l)

Roche Hidg Ltd Spon Adrf — None

Sabre Corporation — Int/Div — Buy (add'l)

Sabre Corporation — Buy (add'l)

Nrn Sts Pwr Co — Int/Div

Blackrock Inc — Int/Div — Buy

Blackrock Inc — Buy (add'l)

Schwab Value Advantage — Int/Div — Buy

Apergy Corp (X) — None — Sold (part)

Apergy Corp (X) — Sold

Intel Corp — Int/Div — Buy

Intel Corp — Buy (add'l)

Cummins Inc — Int/Div — Buy

Cummins Inc — Buy (add'l)

Starbucks Com — None — Buy

Starbucks Com — Buy (add'l)

Facebook Inc Class A — None — Buy

Duke Energy Corp — Int/Div — Buy

Duke Energy Corp — Buy (add'l)

Honeywell Intl Inc — Int/Div — Buy

Cigna (X) — Int/Div — Sold (part)

Cisco Systems Inc — Int/Div — Buy

Member, Education Committee of the Louisiana Bar Foundation

Member of the Board of Directors, New Orleans Chapter of the Federal Bar Association

Member, Community Advisory Board for Le Petit Theatre

Reimbursement — Tarleton State University and Texas A&M School of Law — 214/18 - 216/18 — Fort Worth, TX — Conference — Travel

Reimbursement — University of Houston Law Center — 1V26/18 — Houston, TX — Conference — Travel

Spouse's income — 2018 — McGlinchey Stafford PLLC - salary

Part VII, Linc 9;

“VS Caremark Corporation changed its corporate name to CVS Health Corp.

Part VII, Lines 22 and 215:

Cigna Corporation completed its combination with Express Scripts Holding Company in December 2018. As a holder of Express Script stock, shares of New

Cigna common stock and capital gain distributions were received.

Part VII, Lines 66 and 99:

Any income and ending fair market value at 12/31/18 for GE Capital Bk Inst] CD is now being included on line 99 as part of the Goldman Sachs.

Part VIL, Line 70:

Schwab Money Market Fund's name has been updated to Schwab Bank Deposit Account for the year ending 12/31/18.

Part VII, Line 199:

Dover shareholders (line 7) were distributed one share of Apergy Corporation stock for every two shares of Dover stock held as of April 30, 2018. Both the Dover

and Apergy investments were completely disposed of as of 12/31/18.