Donna Sue Morgan

What was filed

185
investments
3
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income

Named parties

Education Commuttee of the Louisiana Bar Foundation
New Orleans Chapter of the Federal Bar Association
Community Advisory Board for Le Petit Theatre
Tarleton State University and Texas A&M School of Law
McGlinchey Stafford PLLC - salary

As filed

Neighbors Federal Credit Union — Interest

Iberia Bank checking accounts — Interest

Transocean Inc — None — Sold

Apache Corp — Int/Div — Buy (add'l)

Apache Corp — Buy (add'l)

BHP Billiton Adr New — None — Sold

CH Robinson Worldwide — Int/Div — Buy (add'l)

CH Robinson Worldwide — Buy (add'l)

Fluor Corporation New — Int/Div — Buy (add'l)

Fluor Corporation New — Buy (add'l)

Deere & Co — Int/Div — Buy (add'l)

Deere & Co — Buy (add'l)

Dover Corporation — Int/Div — Buy (add'l)

Dover Corporation — Buy (add'l)

Johnson Controls Inc — None — Buy (add'l)

Johnson Controls Inc — Buy (add'l)

Johnson Controls Inc — Sold

Bed Bath & Beyond — None — Buy (add'l)

Bed Bath & Beyond — Buy (add'l)

CVS Caremark Comp — Int — Buy (add'l)

CVS Caremark Comp — Buy (add'l)

Sysco Corporation — Int/Div — Buy (add'l)

Sysco Corporation — Buy (add'l)

Sysco Corporation — Sold (part)

Becton Dickinson & Co — Int/Div — Buy (add'l)

Becton Dickinson & Co — Buy (add'l)

Express Scripts Inc — None — Buy (add'l)

Unitedhealth Group Inc — Int/Div — Buy (add'l)

Unitedhealth Group Inc — Buy (add'l)

Teva Pharm Inds Ltd Adrf — Int./hv

Bank of New York Mellon € — Int/Div — Buy (add'l)

Bank of New York Mellon € — Buy (add'l)

Wells Fargo & Co New — Int/Div — Buy (add'l)

Wells Fargo & Co New — Buy (add'l)

AFLAC — Int/Div — Buy (add'l)

AFLAC — Buy (add'l)

HCP Inc — Int/Div — Buy (add'l)

HCP Inc — Buy (add'l)

Cisco Systems Inc — Int/Div — Buy (add'l)

Cisco Systems Inc — Buy (add'l)

Visa Inc Class A — Int/Div — Buy (add'l)

Visa Inc Class A — Buy (add'l)

Western Union Company — Int/Div — Buy (add'l)

Western Union Company — Buy (add'l)

Cognizant Tech Sol C1 A — None

Oracle Corporation — Int/Div — Buy (add'l)

Oracle Corporation — Buy (add'l)

AT&T New — Int/Div — Buy (add'l)

AT&T New — Buy (add'l)

Entergy Corp New — Int/Div — Buy (add'l)

Entergy Corp New — Buy (add'l)

Salle Mae Bank CD — Int/Div — Sold (part)

Bank of Baroda CD — None — Sold

Discover Bank CD — Int/Div

BMW Bank North America C — Int/Div

GE Cap BK Inst CD — Int/Div

GE Cap Retail Bank — Int/Div

CIT Bank CD — Int/Div

Schwab Govt Money Fund — Interest

Schwab Money Market Fund — Interest

Halliburton Co Hldg Co — None — Buy (add'l)

Halliburton Co Hldg Co — Sold

Nucor Corp — Int/Div — Buy (add'l)

Pepsico Incorporated — Int/Div — Buy (add'l)

Pepsico Incorporated — Buy (add'l)

Berkshire Hathaway C1 B — None

Apple Computer Inc — Int/Div

Vodafone Group Plc — Int/Div

ITC Holding Corp (X) — None — Sold

Kinder Morgan Inc. (X) — Int/Div — Buy

Kinder Morgan Inc. (X) — Buy (add'l)

United Technologies Corp — Int/Div — Buy (add'l)

United Technologies Corp — Buy (add'l)

TIX Cos Ine — hy — Buy (add'l)

TIX Cos Ine — Buy (add'l)

Amgen Incorporated — Int/Div — Buy (add'l)

Amgen Incorporated — Buy (add'l)

Baxter International Inc — Int/Div

PNC Finl Services Gp Inc — Int/Div

UPS of America — Int/Div

Boeing Company — Int

Goldman Sachs Bank CD — Int/Div

GE Capital Bank CD — Int/Div

Toronto Dominion Bank — Int/Div

Grainger W W Inc — Int — Buy (add'l)

Grainger W W Inc — Buy (add'l)

Mc Cormick & Co Inc. N-Vit — Int/Div — Buy (add'l)

Mc Cormick & Co Inc. N-Vit — Buy (add'l)

Qualcomm Inc — Int/Div — Buy (add'l)

Qualcomm Inc — Buy (add'l)

Potash Corp Sask Inc — Int/Div — Buy (add'l)

Emerson Electric Co — Int/Div — Buy (add'l)

Emerson Electric Co — Buy (add'l)

Genuine Parts Co. — Int/Div — Buy (add'l)

Genuine Parts Co. — Buy (add'l)

Procter & Gamble Co — Int/Div — Buy (add'l)

Procter & Gamble Co — Buy (add'l)

Johnson & Johnson — Int/Div — Buy (add'l)

Johnson & Johnson — Buy (add'l)

IAC InterActiveCorp — Int/Div

Baxalta Inc — None — Sold

VF Corporation — Int/Div — Buy

VF Corporation — Buy (add'l)

Johnson Controls pic — Int/Div — Buy

Johnson Controls pic — Sold (part)

Fortis Inc (X) — Int/Div

Fortis Inc (X) — Sold (part)

Adient PLC Ord — None — Buy

Adient PLC Ord — Sold (part)

Western Digital Corp — None — Buy

Western Digital Corp — Buy (add'l)

Shire PLC ADR — Int/Div — Buy

Shire PLC ADR — Sold (part)

Alliance Data Systems — Int/Div — Buy

Alliance Data Systems — Buy (add'l)

Quality Care Properties REIT — None — Buy

Quality Care Properties REIT — Sold (part)

Hospitality Pptys TRUST — Int/Div — Buy

Whirlpool Corp — Int/Div — Buy

Member, Education Commuttee of the Louisiana Bar Foundation

Member of the Board of Directors, New Orleans Chapter of the Federal Bar Association

Member, Community Advisory Board for Le Petit Theatre

Reimbursement — Tarleton State University and Texas A&M School of Law — 11042016-1 1052011 — Fort Worth, TX — Conterence — Travel

Spouse's income — 2016 — McGlinchey Stafford PLLC - salary

PART VII; LINE 112:

The Kinder Morgan Inc. investment was completely disposed of in January 2015. Kinder Morgan Inc. was repurchased in May 2016.

PART VII; LINES 111 and 171:

The shareholders of ITC Holdings Corp. approved the acquisition of ITC Holdings by Fortis Inc. on June 22, 2016. Under the terms of the transaction, ITC

shareholders received 7520 of a Fortis common share for each 1TC common share. Due to this acquisition, shares of Fortis Inc. are now being included in the

2016 financial disclosure report.