Stanwood R. Duval jr
2014Annual
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Pull out the substance of this filing.
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.
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