David C. Godbey

2013Annual

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Pull out the substance of this filing.

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

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.

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David C. Godbey | Frix