Jane Margaret Triche Milazzo
2013Annual
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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.