Donna Sue Morgan

2013Annual

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Pull out the substance of this filing.

What was filed

  • 53

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Education Commuttee of the Louisiana Bar Foundation
  • New Orleans Chapter of the Federal Bar Association
  • McGlinchey Stafford PLLC - salary

As filed

Neighbors Federal Credit Union — Interest

Iberia Bank checking accounts — Interest

Raymond James Sweep Account — Interest — with line 53)

Raymond James Sweep Account — Interest — with line 53)

Schwab Value Advantage Money — Interest — with line 53)

Fideilty Retirement Mmkt — Interest — with line 53)

Franklin Money Fund — Interest — with line 52)

Franklin Money Fund — Interest — with line 52)

Midland Life Universal Life Policies — Interest

Roval Dutch Shell A Adrf — Int/Div — Buy

Roval Dutch Shell A Adrf — Sold (part)

Transocean Inc — None — Buy

Apache Corp — Int/Div — Buy

BHP Billiton Adr New — Int./y — Buy

CH Robinson Worldwide — Ine — Buy

Fluor Corporation New — Int/Div — Buy

Deere & Co — Int/Div — Buy

Dover Corporation — Int/Div — Buy

Johnson Controls Inc — Int/Div — Buy

Kohls Corp — Int/Div — Buy

Bed Bath & Bevond — None — Buy

Molson Coors Brewing Co — Int/Div — Buy

CVS Caremark Corp — Int/Div — Buy

Sysco Corporation — Int/Div — Buy

Becton Dickinson & Co — Int/Div — Buy

Express Scripts Inc — None — Buy

Unitedhealth Group Inc — Int/Div — Buy

Teva Pharm Inds Lid Adri — Int/Div — Buy

Bank of New York Mellon C — Int/Div — Buy

Wells Fargo & Co New — Int/Div — Buy

AFLAC — Int/Div — Buy

HCPInc — Int — Buy

Cisco Systems Ine — Int/Div — Buy

Visa lnc Class A — Int/Div — Buy

Western Union Company — Int/Div — Buy

Cognizant Tech Sol C1 A — None — Buy

Oracle Corporation — Int/Div — Buy

AT&T New — Int/Div — Buy

Entergy Corp New — Int/Div — Buy

Exelon Corporation — hy — Buy

Bank of India CD — Int/Div — Buy

Amer Exp Cent Bk — Int — Buy

Ally Bk Gmac — Int/Div — Buy

Ally Bank CD — Int/Div — Buy

Salle Mae Bank CD — Int/Div — Buy

Bank of Baroda CD — Int/Div — Buy

Discover Bank CD — Int/Div — Buy

BMW Bank North America C — Int/Div — Buy

GE Cap BK Instl CD — Int/Div — Buy

GE Cap Retail Bank — Int./hv — Buy

CIT Bank CD — Int/Div — Buy

Schwab Govt Money Fund — Interest

Schwab Money Market Fund — Interest

Member, Education Commuttee of the Louisiana Bar Foundation

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

Agreement — 1997 — Wiener Weiss and Madison PC SIMPLE IRA Retirement Plan with former employer

Agreement — 2006 — Phelps Dunbar, LLP 401K Plan with former employer

Spouse's income — 2013 — McGlinchey Stafford PLLC - salary

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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Donna Sue Morgan | Frix