Kathleen Kay

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

17
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Halliburton Retirement & Savings Plan NO Control — Int/Div

Rental Property #1 Lake Charles, LA {Appraised 2008) — Rent

First National Bank Accounts — Int/Div

Northwestern Mutual Whole Life Insurance Policies — None

Fidelity Core (X) — Interest

Drexion Daily Large Cap Bear 3X — Int/Div — Buy

Drexion Daily Large Cap Bear 3X — Buy

Drexion Daily Large Cap Bear 3X — Sold

Halliburton Common — Int/Div — Buy

Halliburton Common — Buy

Halliburton Common — Sold

Halliburton Common — Sold (part)

Investments:

2012 Financial Report/Investments Part VII reports two Halliburton Retirement Plans. One with No dividends (line 1) and One with Dividends (line 22-

duplicate). This was a misunderstanding of how to report the data.

2013 Financial Report/Investments Part VII has corrected the filing information for Halliburton Retirement & Savings Plan No Control to reflect the correct data

(line 1). It now shows that the Halliburton Retirment Plan has dividends and the Duplicate Halliburton Retirment Plan reported has been removed.

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.