William Henry Stafford jr

2012Annual

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What was filed

  • 52

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Flonda Defense Lawyers Association
  • The Florida Bar

As filed

Prudential Life Insurance Co. (policy) — Int/Div

Brokerage Account #1 (H) — Int/Div

Morgan Stanley Bank Deposit Program (money market) — Interest

Ares Capital Corp. common — Int/Div — Sold

AT&T Ine common — Int/Div

Blackrock GIbl Opp Eq Trst (closed end fund) — Int/Div — Buy (add'l)

Blackrock GIbl Opp Eq Trst (closed end fund) — Sold

Cohen & Steers Infrastructure Fund {closed end fund) — Int/Div

Nuveen INSD Qual Muni Fund (closed end fund) — Interest

Lehman Bros HLDG (preferred stock) — None

GMAC 8.000% (corporate bond) — Int — Redeemed

JPMCHASE Capital XVI (fixed-rate capital security) — Interest

NVIDIA common — None — Sold

Covidien LTD common — Int/Div

SPDR DJIA Trust (ETF) — Int/Div

Duke Energy Corp New (common) — Int/Div — Sold (part)

General Electric common — Int/Div

Johnson & Johnson common — Int/Div

Spectra Energy common — Int/Div

Tanger Factory common — Int/Div

TE Connectivity LTD New common — Int/Div

Wal Mart common — Int/Div

Wells Fargo & Co. common — Int/Div

Emerging Mkts Domestic Debt (closed end fund) — Int/Div

iShares JPMorgan Emerging Mkt Bond {ETF — Int/Div — Sold

Plizer common — Int/Div

Virtus Multi-Sector Short Term Bond Fund (mutual fund) — Interest

Century Link common — Int/Div

Seadnill common — Int/Div — Buy

Invesco Mortgage Capital (closed end fund) — Int/Div — Buy

Chevron common — Int/Div — Buy

Freeport McMoran common — Int/Div — Buy

Eaton Vance Tax Mgd Div Eq (closed end fund) — Int/Div — Buy

IRA's - (Aggregate Ownership) (H) — Int/Div

Morgan Stanley Bank Deposit Program (money market)

PIMCO Total Return A (mutual fund) — Sold (part)

T Rowe Price Eq Inc (mutual fund) — Sold (part)

T Rowe Price Eq Inc (mutual fund) — Sold (part)

Blackrock Core Bond (mutual fund) — Sold (part)

Virtus Multi-Sector Short Term Bond Fund (mutual fund) — Sold (part)

Virtus Multi-Sector Short Term Bond Fund (mutual fund) — Sold (part)

Western Asset Global Hi Y1d A (mutual fund) — Sold (part)

Western Asset Global Hi Y1d A (mutual fund) — Sold (part)

Columbia Marsico Growth A (mutual fund) — Sold (part)

Columbia Marsico Growth A (mutual fund) — Sold (part)

Invesco US Small Cap Value A (mutual fund) — Sold (part)

Allianz NFJ INTL Value A (mutual fund) — Sold (part)

Lazard Emerging Markets Fund (mutual fund) — Buy (add'l)

Managers Cadence Mid Cap A (mutual fund) — Sold (part)

S10. — Sold (part)

Invesco Premier INSTL (money market)

Invesco Balanced Risk Allocation A (mutual fund) — Buy

Reimbursement — Flonda Defense Lawyers Association — 06/06/2012 to 06/07/2012 — Orlando, FL — CLE Lecturer — Lodging, Transportation & Meals

Reimbursement — The Florida Bar — 067202012 to 06/22/2012 — Orlando, FL — Federal Court Practice Committee — Lodging, Transportation & Meals

Many of the entries from previous reports were, and continue to be, held in IRA's and are reported under the Aggregate of Ownership Arrangement.

Part VII, lines 13, 14, 23, 34, 37 & 42 of the 2011 Financial Disclosure Report were redeemed in 201 1 and/or dropped from the 2012 Report,

Part VII, Page 4, Line 17 - This stock's name was changed in 2012 from Duke Energy Corp Holding Co. to Duke Energy Corp New.

Part VII, Page 6, Line 40 - This mutual fund's name was changed in 2012 from Legg Mason Partners Global Hi Yield Bond A to Western Asset Global Hi Yield A

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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William Henry Stafford jr | Frix