Jane Margaret Triche Milazzo

2013Annual

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Pull out the substance of this filing.

What was filed

  • 85

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • note mn Part VII
  • note m Part VII
  • note mm Part VII
  • MJ Holding Company
  • Mark A Mitchell, Sr. Lease Broker
  • Campus Federal Credit Union, Wages

As filed

St. Tammany Parish Wide Sch LA Bonds — Interest

Webster Parish LA Sch Dis 6 Bonds — Interest

E.L du Ponit de Nemours & Co Stock — Int/Div

General Electric Stock — Int/Div — note mn Part VII

Google, Inc. Stock — None

Driehaus Mut Fd Emerg Mkt Gro — Int/Div

Royce Opportunity Fund — Int/Div

Schwab Cap Tr Lauds In MkMaster — Int/Div

T. Rowe Midcap Equity Growth Fd £16 — Int/Div

Vanguard Index Fd Sml Cp Grw Inv — Int/Div

SPDR S&P S00 Trust — Int/Div

12. — note mn Part VII

Columbia Property Trust, Inc — Int/Div

Columbia Property Trust, Inc — Int/Div

MetLife Mod/Agg Allocation Portfolio — None

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

FMT/DFA US Large Cap Value — None

FMT/DFA International Value — None

FMT/DFA International Small Cap Value — None

FMT/DFA Emerging Markets Value — None

FMT International Value Opportunities (Tradewinds) — None

FMT/DFA Emerging Markets Small-Cap — None

START LA Account — Int/Div — note mn Part VII

ING Fixed Acoumt — Int/Div

Cash Accounts — Interest — note mn Part VII

Edward Jones Money Market Cash Account — Interest — note m Part VII

American Movil SA De CV ADR — None — note mn Part VII

AT&T, Inc — Int/Div

Capital One Financial Corp — Int/Div

Caterpillar, Inc — Int/Div

Chevron Corp — Int/Div

Chicago Bridge & Iron Co (X) — Int/Div — Buy (add'l)

Comcast Corp Cl A (X) — Int/Div

Ford Motor co — Int/Div

Gatx Corp — Int/Div

GlaxoSmithKline PLC — Int/Div

Home Depot — Int/Div

McDonalds — Int/Div

Merck & Co Inc New — Int/Div

Pepeo Holdings Inc — Int/Div — note m Part VII

Proctor & Gamble — Int/Div

Southwest Airlines — Int/Div

Texas Instruments Inc — Int/Div

Tredegar Industries — Int/Div

Verizon — Int/Div

Allstate Corp — Int/Div

S10. — note mn Part VII

Archer Daniels Miand co — Int/Div

Arthur & Gallagher — Int/Div

Hancock Holding Co — Int/Div

IBM — Int/Div

JPMorgan Chase — Int/Div

Microsoft (X) — Int/Div

Rockwell Automation — Int/Div

Rockwell Collins Inc (X) — Int/Div

Time Wamer Inc New (X) — Int/Div

UBS Ag new — Int/Div

Wal-Mart Stores Ing — Int/Div

Walt Disney co — Int/Div

Yum Brands — Int/Div

Gabelli Equity Trust co (X) — Int/Div

PIF Temp Dollar Fund #20 — Interest

Amazon Company Inc — None

Arthur Gallagher & Co — Int/Div

Medtronic Inc — Int/Div

MJ Holding Company, see assets below (H)

Property £1, Napoleonville, LA — None — Sold

Property #2, Napoleonville, LA — None

Property #3, Napoleonville, LA — Rent — Sold

Property 44, Napoleonville, LA — None

Property 45, Napoleonville, LA — None

Airtap Communications, LLC — None

Multicom Investments, LLC — None

Barclays Bk PLC 1Path Dow Jones AIG Commodity — None

Ishares MSC EAFE Value Index Fund — Int/Div

SPDR Global Real Estate ETF — None

SPDR Emerging Small Cap — None

Vanguard Value ETF MSCI US Prime Market — Int/Div

Vanguard Total World Stock ETF — Int/Div

Vanguard MSCI Emerging Markets ETF — Int/Div

SPDR S&P ETF Trust — Int/Div — note mm Part VII

Pepsico Inc — Int/Div — note mn Part VII

Partner, MJ Holding Company

Agreement — 2008 — Interest in one outstanding personal injury claim, no control

Income — 2013 — Mark A Mitchell, Sr. Lease Broker — $937.46

Spouse's income — 2013 — Campus Federal Credit Union, Wages

Part 1

As a partner in MJ Holding Company, | do have the ability to direct or influence policy decisions which affect the purchase, exchange, sale, or disposition of the

specific assets within this partnership; therefore, | have identified the assets of the partnership in Section 7, numbers 69-74,

Part VII

Transaction #35 - Shaw Group Inc was reorganized on 2/13/13 by Chicago Bridge and Iron Co. Therefore, the stock is now named Chicago Bridge & Iron Co.

Transaction #13 and #14 - Wells REIT Il was renamed Columbia Property Trust, Inc, in 2013.

Transaction #84 - The sale of this property was inadvertently omitted from the 2012 FDR. It was sold in 2012.

From FDS - UBS Cash Account (#38 on 2012 report) - small cash amount withdrawn during 2013, value on 12/31/13 was SO

Amended Information:

1. Transaction #12 "Ameritrade Cash” and #28 "Campus Federal Credit Union Cash Accounts” are the same asset, These are both cash accounts and therefore,

transaction #12 is deleted on the amended financial disclosure report. Tn 2012, the cash accounts were listed as Transaction #26 "Campus Federal Credit Union

Defined Comp 457 Plan cash account”. These are all cash accounts. The Amended 2013 Financial Disclosure Report reflects these assets in Transaction #28

"Cash Accounts”.

2, Transaction #26 "START LA Account” on this report is the same as Transaction #86 "Louisiana's 529 College Savings Program™ on the 2012 Financial

Disclosure Statement. Despite the difference in the description on the reports, these are the sume asset.

3. Transuction #50" America Movil SA de CB ADR L" is the same asset as Transaction #30 "America Movil SA De CB ADR". Therefore, on the amended

Financial Disclosure Report, Transaction #50 "America Movil SA de CB ADR L" has been deleted and it is included with Transaction #30.

4. Transaction #43 on this amended report reflects the combined holdings of Chevron Corporation that was reported on two lines (#58 and #43) of the prior (2012)

year report.

5. Transaction #29 “Edward Jones Money Market Cash Account” on this amended report reflects the combined holdings of Edward Jones Money Market Account

that was reported on two lines (#37 and #53) of the prior (2012) year report,

6. Transaction #4 "General Electric Stock” reflects the combined holdings of General Electric Co that was reported on two Ines (#4 and #75) of the prior (2012)

year report.

7. Transaction #84 "SPDR S&P ETF Trust" was left off the original report in error, The amended report reflects this asset,

8. Transaction #85 "Pepsico Inc” was left off the orginal report in error. The amended report reflects this asset.

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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