William Henry Stafford jr
2012Annual
Ask Donna
Pull out the substance of this filing.
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.