Dee D. Drell
2013Annual
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What was filed
30
investments
1
positions
0
gifts
0
agreements
2
debts
3
reimbursements
0
income
1
spouse income
Named parties
- Louisiana Bar Foundatin
- USAA Savings Bank
- AT&T
- Louisiana Bar Foundatnon
- Louisiana Bar Foundation
- Self Employed counsclor- foo Service fees
As filed
Mineral Interest, Loving Cty , TX({assessed taxable S28.880) — Rovalty
Red River Bank — None
General Electric Co. COM — Int/Div
New York Cnty Bancorp, Inc. COM — Int/Div — Sold
Equitable Variable Life Ins. Co. (See Part vin — Interest
Provident Life & Accident Ins. Co. (See Part vin — Interest
Pimco Global Multi-Asser ( — Int/Div — Sold
Shaw Communications. Inc. C1 B Cony — Int/Div
Templeton Global Bond Fund — Int/Div — Sold
Pimco Small Stocksplus — Int/Div — Buy
La Dept of Corrections Credit Lion — Interest
Lifelock. Inc — Int/Div — Buy
JANUS Worldwide Fund — Int/Div
JANUS Balanced Fund — Distribution
Retail Properties of America, common (See Part VIII) — Int/Div
Amencan Electric Power Common Stock — Int/Div
Capital One Fin, Corp Com — Int/Div
Reynolds Amern Inc Com — Int/Div
Southern Co Com — Int/Div
XCEL Energy Inc Com — Int/Div
Calamos Growth & Income Fund Class € — Int/Div
FPA New Income Inc Com — Int/Div — Sold (part)
Franklin Income Fund Class C — Int/Div
Templeton Global Balanced Fund, Class C1 (See Part VID — Int/Div
Vanguard Bond Index Fund, Inc — Int/Div
Vanguard Whitehall Funds, Inc — Int/Div
Brokerage Money Market (Account £1), FSC Securities Corp.) — Interest
shares TR DJ Intl Sel Divd — Int/Div
ishares TR S&P Moderate — Int/Div
Brokerage Money Market (Account £2), FSC Securities Corp. — Interest — Sold
Mmember, Board of Directors, Louisiana Bar Foundatin
Liability — USAA Savings Bank — Credit Card
Liability — AT&T — Credit Card
Reimbursement — a Ty a Thay convention attendance (Registration, travel, hotel)
Reimbursement — Louisiana Bar Foundatnon — 01/18/2013 — New Orleans, LA — Board Meeting — Hotel
Reimbursement — Louisiana Bar Foundation — 04/1172013 — New Orleans, LA — Board Meeting — Hotel
Spouse's income — 2013 — Self Employed counsclor- foo Service fees
From Part VII, line 1: Value based on non-consummated offer to purhcase
From Part VII, lines 6 and 7. : In regard to Equitable Variable Life Ins. Co and Provident Life & Accident Insurance Company. Both are universal or variable life
policies. Value code reported for both is net value of unloaned portion of "Guaranteed Interest” Account.
From Part VII, line 2: Retirement Account converted into monthly retirement benefit in state retirement system (10000 now reported in Part 111-Binstead of Part
VII, thus deleting entry in Part VII
Part VII, lines 49 and 52 reflect that there are two different money market accounts, both with FSC Securities Corp.
Part VII, The changed status for 3 reported funds previously listed in lines 10 (Pershing Government Fund), | 1{ SunAmerica Money Market Fund), and 13 (FDIC
Insured Deposits Program) shown as (Y) on the original 2013 report has been deleted, along with the fund entries, The Pershing issue was resolved by way of an
amended 2011 report showing that fund was simply merged into the brokers money market named fund and reported that way thereafter. The Sunamerica Fund's
mrger was reflected in the amended 2013 report on line 42 and the FDIC Fund merger was reflected in line 43 of the 2013 amended report.
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.