David C. Godbey
2013Annual
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What was filed
41
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Executorship, see Part VII Lines 31-56
- JPMorgan Chase Bank N A
- Self emploved, attorney
As filed
Memill Lynch - Retirement — Int/Div
Vanguard Institutional Index Fund — Buy (add'l)
Vanguard Short Term Investment Grade Fund ADM Class — Buy (add'l)
UBS Bank USA Dep Acct — None — Closed
JPMorgan Chase Bank Account — Interest
Vanguard Wellington Fund Admiral — Int/Div
Vanguard Wellington Fund Admiral — Buy (add'l)
Vanguard Wellington Fund Admiral — Sold (part)
Vanguard Wellington Fund Admiral — Sold (part)
Vanguard Wellington Fund Admiral — Sold (part)
Vanguard Wellington Fund Admiral — Buy (add'l)
JPMorgan Chase Bank Account — Interest — Open
Sch Adv Cash Reserve SWZXX — Int/Div
DFA One Yr Fixed Inc Portfolio — Int/Div
DFA Two Yr Global Fixed Inc Portfolio — Int/Div
DFA Emerging Mkts Sm Cap Portfolio — Int/Div
DFA Emergmg Mkt Value Portfolio — Int/Div
DFA Intl Sm Cap Value Prifolio — Int/Div
DFA Intl Value Portfolio — Int/Div
DFA Real Estate Sec Portfolio — Int/Div
DFA US Lg Cap Value Portfolio — Int/Div
DFA US LG Co Portfolio — Int/Div
DFA US Targeted Value Portfolio — Int/Div
Powershares Common Stcok — Int/Div — Sold (part)
SCHW Intl Eq ETF — Int/Div
SCHW US Brd Mkt ETF — Int/Div
SPDR Barclays Cap Intl T Bond — Int/Div
Vanguard Bond Index Fund — Int/Div
Vanguard Energy ETF — Int/Div
Vanguard REIT — Int/Div
JPMorgan Chase Bank Account — Interest — Open
SPDRTRLmtSr1 — Int/Div
SPDR S&PMidcap 400ETF Tr L — Int/Div
Vanguard ScottsdaleFDS Int-Term Corp — Int/Div
Vanguard Tax-Managed Fnd Eur Pac ETF — Int/Div
Scottrade Brokerage account — Interest
Gold & silver coins DOD value 6/18/12 — None — Sold
Riley James Matagorda Prospect LP DOD value 6/18/12 — Rovalty
Fergus Oil & Gas LLC DOD value 6/18/12 — Rovalty
Harbor Resources LLC DOD value 6/18/12 — Rovalty
Harbor Resources LLC DOD value 6/18/12 — Rovalty
Executor, Executorship, see Part VII Lines 31-56
Liability — JPMorgan Chase Bank N A — Line of credit
Spouse's income — 2013 — Self emploved, attorney
Part VII, Lines 12 through 30 Respondent was agent for]
investment accounts during 2013.
Part VII. Lines 31 through 41 Respondent was appointed as Executor of a
estate.
Part VII, Lines 37 through 41 were inadvertently listed as DOD value 6/18/13 instead of 6/18/12, This report reflects the correct dates.
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.