Stanwood R. Duval jr

2014Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 22

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Part VII
  • Covenant House, Non-Profit Organization
  • New Orleans Shakespeare Festival at Tulane, Non-Profit Orgamzation
  • Donald "Boysic™ Bollinger
  • New Orleans Bar Association
  • Lousiana Judicial College
  • Donuld "Boysic™ Bollinger
  • Lousiana Philharmonic Orchestra - voice performance

As filed

Parcel #2. Terrbonne Parish, LA — None

Whitney Bank (Accounts) — Interest

Judicial & Justice Fed. Credit Union (Accounts) — Interest

Mumeral Interest £1. Terrebonne Parish. LA — Reat

Mineral Interest 22. Terrebonne Parish, LA — None

IRA #) — Distribution

Wells Fargo Sweep Account

Wells Fargo Sweep Account — Sold

CAIFX (formerly CIBFX) — Part VII

EAAIX

FSMXX

FGD (previously reported as ETF) — Buy (add'l) — Part VII

FGD (previously reported as ETF) — Sold

FGD (previously reported as ETF) — Buy

PIMSX — Buy

IRA%2 — Int/Div — Part VII

Blackrock Fundamental Growth

Blackrock Global Allocation C+

Blackrock Global Smallcap C+

Invesco Comstock Fund +Class

Memill Lynch CMA Account — Int/Div — Part VII

Blackrock Global Allocation FD Inc

President/Board Member, Covenant House, Non-Profit Organization

Board Member, New Orleans Shakespeare Festival at Tulane, Non-Profit Orgamzation

Reimbursement — Donald "Boysic™ Bollinger — January 24-26, 2014 — Harlingen, TX — Quail hunting — Travel, meals and lodging

Reimbursement — New Orleans Bar Association — April 4.6, 2014 — Biloxi. MS — Bench Bar Conference panel — Hotel only « 2 mights

Reimbursement — Lousiana Judicial College — April 10-11, 2014 — Lafayette, LA — Spring Conference - CCT3 panel — Hotel and diner

Reimbursement — Donuld "Boysic™ Bollinger — August 21-25, 2014 — Argenting — Dove hunting — Travel, meals and lodging

Spouse's income — 12/192014 — Lousiana Philharmonic Orchestra - voice performance

PART IV. REIMBURSEMENTS

Line | - Donald "Boysie" Bollinger is a lifelong friend of mine. | have always recused myself from any cases involving Donald Bollinger or any of his companies.

Line 4 - Donald "Boysic" Bollinger is a lifelong friend of mine. 1 have always recused myself from any cases involving Donald Bollinger or wiry of his companies.

PART VIL INVESTMENTS AND TRUSTS

Line 9 - CIBFX (American Funds Capital Income Bldg F1 Fund) was exchanged for CATFX F2 Fund on May 28, 2014, because F2 Fund has lower fees. The

value remamed the same.

Line 16 - Symbol ETF was listed on the 2012 and 2013 Financial Disclosure report in error. This is an ETF (Exchange Traded Fund), but the symbol should be

FGD (First Trust Dow Jones Global Select Dividend Index), which was first acquired on 2/6/12. This is a symbol change only to correct previous error recently

discovered.

Line 22 - IRA #2 is the sole financial interest [JN - of which | do not derive or expect to derive a benefit.

Line 27 - Merrill Lynch CMA Account is the sole financial interest [JIN . of which | do not derive or expect to derive a benefit.

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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