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William Eugene Cody

Energy (joined: March 4, 2018)

Senior Advisor, Office of General Counsel | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Louisiana Department of Culture Recreation, and Tourism/Office of the Lt. Governor $119,958.00
LASERS-Louisiana State Employess' Retirement system, defined benefit plan (value not readily ascertainable) Not eligible at this time because I have not vester. (See Below) None (or less than $201)
IRA-Fidelity Freedom 2040 Fund $1,001-$15,000 $201-$1,000
401(k)- Principal LifeTime Hybrid 2030 Instl (PHTNX) $15,001-$50,000 $2,501-$5,000

Other Income/Assets

Description Value Income
Savings Account at U.S. Banking institution ( Cash Account) $1,001-$15,000 None (or less than $201)
Savings Account at U.S. Brokerage House (Cash Account) $1,001-$15,000 None (or less than $201)
Savings Account at U.S. Brokersage House $100,001-$250,000 $5,001-$15,000
U.S. Banking Institution (cash account) None ( or less than $1,001) None (or less than $201)
Cash Account at U.S. Brokerage House None ( or less than $1,001) None (or less than $201)
AIG Focused Alpha Large-Cap Fund Class W (SFLWX) $50,001-$100,000 $2,501-$5,000
BlackRock Advantage Largte Cap Core Fund Institutional Shares (MALRX) $1,001-$15,000 $2,501-$5,000
BlackRock Global Allocation Fund, Inc. Institutional Shares (MALOX) $15,001-$50,000 $201-$1,000
BlackRock Basic Value Fund Institutional Shares (MABAX) $1,001-$15,000 None (or less than $201)
PUtnam Diversified Income Trust Class Y (PDVYX) $15,001-$50,000 None (or less than $201)
Trust 1 $100,001-$250,000 $2,501-$5,000
USAA Money Market Fund (USAXX) $1,001-$15,000 None (or less than $201)
USAA Treasury Money Market Trust (UATXX) $1,001-$15,000 None (or less than $201)
American Intl Group Inc Come New (AIG) $1,001-$15,000 None (or less than $201)
Anadarko Pete Corp (APC) $1,001-$15,000 None (or less than $201)
Berkshire Hathaway Inc Del Cl B New (BRKB) $1,001-$15,000 None (or less than $201)
CIT Group Inc Com New (CIT) $1,001-$15,000 None (or less than $201)
Comcast Corp New Cl A (CMCSA) $1,001-$15,000 None (or less than $201)
Compagnie Financiere Richemont SA Spon (CFRUY) None ( or less than $1,001) None (or less than $201)
Dominion Energy Inc Com (D) $1,001-$15,000 None (or less than $201)
Drive Shack Inc Com (DS) $1,001-$15,000 None (or less than $201)
Equity Commonwealth USD0.01 (BNFINT)(EOC) None ( or less than $1,001) None (or less than $201)
Feeport McMoran Inc (FCX) $1,001-$15,000 None (or less than $201)
Gulf Coast Ultra Deep RTY TR (GULTU) None ( or less than $1,001) None (or less than $201)
Kinder Mogan Inc Com USD0.01 (KMI) $1,001-$15,000 None (or less than $201)
Loews Corp (L) None ( or less than $1,001) None (or less than $201)
Logmein Inc Com (LOGM) None ( or less than $1,001) None (or less than $201)
Nonolithic PWR SYS Inc Com (MPWR) $1,001-$15,000 None (or less than $201)
Phillips 66 Com (PSX) $15,001-$50,000 $201-$1,000
Rolls Royce Holdings Spon Adr EAch Rep 1 (RYCEY) $1,001-$15,000 None (or less than $201)
Tucows Inc Com New (TCX) $1,001-$15,000 None (or less than $201)
Vivendi SA ADR (VIVHY) $1,001-$15,000 None (or less than $201)
8X8 Inc New Com (EGHT) None ( or less than $1,001) None (or less than $201)
Alps ETF Trust Sproot Gold Miners ETF (SGDM) $1,001-$15,000 None (or less than $201)
Ishares Inc MSCI BRIC INDX (BKF) $15,001-$50,000 $201-$1,000
Ishares TR MSCI UK ETF NEW (EWU) $1,001-$15,000 $201-$1,000
Kraneshares TR BOSERA MSCI China A SH (KBA) $1,001-$15,000 None (or less than $201)
Kraneshares TR CSI China Internet ETF (KWEB) $1,001-$15,000 None (or less than $201)
Proshares TR Ultra MSCI Emerging MKTS (EET) $1,001-$15,000 None (or less than $201)
Proshares Ultra Tech Proshares (ROM) $1,001-$15,000 None (or less than $201)
Wisdomtree Trust Japan SmallCap (DXJS) $1,001-$15,000 None (or less than $201)
Guggenhm China Real Estate ETF (TAO) $1,001-$15,000 None (or less than $201)
Trust 2 (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $500,001-$1,000,000 $15,001-$50,000
U.S. Banking Institution (cash account) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 None (or less than $201)
Cash Account in U.S. Brokerage House (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) None ( or less than $1,001) None (or less than $201)
Government National Mortgage Association (Government Security) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 None (or less than $201)
ABB LTD SPON ADR (ABB) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 $201-$1,000
American International Group (AIG) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 $201-$1,000
Astellas Pharma Inc SHS (ALPMY) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 None (or less than $201)
Bershire Hathawayinc Del CL B New (BRKB) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 None (or less than $201)
CIE Financiere Richemont SA SHS (CFRUY) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 None (or less than $201)
Del Friscos Restaurant Group (DFRG) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 None (or less than $201)
DJIA LIRN Issuer BAc (MLZPW) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 None (or less than $201)
Equity Commonwealth (EQC) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 None (or less than $201)
Intl Bkt Lirn ISS CS (MLTOE) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 $2,501-$5,000
Peyto Expland Development Corp SHS (PEYUF) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 $1,001-$2,5000
Stone Energy Corp (NEW)(SGY) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) None ( or less than $1,001) None (or less than $201)
SX5E LIRN Issuer RBC (MLHFK) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 None (or less than $201)
Taiwan S Manufctring ADR (TSM) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 $1,001-$2,5000
Vivendi SHS UNSP ADR (VIVHY) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 None (or less than $201)
Wal-Mart Stores Inc (WMT) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 None (or less than $201)
WT02 21Stone Energy Corp (SGYWS) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) None ( or less than $1,001) None (or less than $201)
Altaba Inc Red SHS (AABA (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 $2,501-$5,000
BlackRock Global (BIBSX) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $50,001-$100,000 $1,001-$2,5000
Cohen &Steers Preferred (CPXIX) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $50,001-$100,000 $1,001-$2,5000
Global X China Financial ETF (CHIX) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 None (or less than $201)
Guggenheim China Real Estate ETF (TAO) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 $201-$1,000
Ishares S&P Global (IXC) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 $201-$1,000
Ishares China LargeCap (FXI) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 $201-$1,000
Morgan Stanley China A (CAF) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 $201-$1,000
Oppenheimer Developing Markets FD CL Y (ODVYX) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 $201-$1,000
Putnam Diversified Income Trust Fund CL Y (PDVYX) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $100,001-$250,000 $5,001-$15,000
Sector SPDR Energy (XLE) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $15,001-$50,000 $201-$1,000
SPDR Index SHS FDS (FEX) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 None (or less than $201)
Templeton Emerging MRKTS Small Cap Fund CL C (TCEMX) (Spouse only has a half interest in the trust, and the values/income amounts stated for the asset and subassets reflect only that half interest.) $1,001-$15,000 None (or less than $201)
Trust 3 $100,001-$250,000 $15,001-$50,000
U.S. Banking Institution (cash account) $1,001-$15,000 None (or less than $201)
Cash account in U.S. Brokerage House None (or less than $201)
American International Group Inc (AIG) $15,001-$50,000 $201-$1,000
Berkshire Hathawayinc Del CL B New $1,001-$15,000 None (or less than $201)
CIE Financiere Richemont SA SHS (CFRUY) $1,001-$15,000 None (or less than $201)
Equity Commonwealth BEN INT (EQC) $1,001-$15,000 None (or less than $201)
Vivendi SHS UNSP ADR (VIVHY) $1,001-$15,000 None (or less than $201)
AIG Focused Alpha Large Cap Fund W (SFLWX) $15,001-$50,000 $2,501-$5,000
BlackRock Capital Appreciation FD INC INST (MAFGX) $15,001-$50,000 $2,501-$5,000
Blackrock Advantage Global Fund, Inc. INstl (MAGCX) $15,001-$50,000 $5,001-$15,000
Lord Abbett Mid Cap Stock FD CL F (LMCFX) $15,001-$50,000 $201-$1,000
Trust 4 $100,001-$250,000 $5,001-$15,000
U.S. banking Institution (cash account) $1,001-$15,000 None (or less than $201)
Cash account in U.S. Brokerage House None (or less than $1,001) None (or less than $201)
Government National Mortgage Association (Government Security) $1,001-$15,000 None (or less than $201)
American International Group Inc. (AIG) $1,001-$15,000 $201-$1,000
Berkshire Hathawayinc Del CL B NEW (BRKB) $1,001-$15,000 None (or less than $201)
CIE Financiere Richemont SA SHS (CFRUY) $1,001-$15,000 None (or less than $201)
CIT Group Inc Com New (CIT) $1,001-$15,000 None (or less than $201)
Equity Commonwealth BEN INT (EQC) $1,001-$15,000 None (or less than $201)
Interactive Brokers Grou Inc (IBKR) None (or less than $201)
Kinder Morgan Inc. Del (KMI) $1,001-$15,000 None (or less than $201)
Loews Corp (L) $1,001-$15,000 None (or less than $201)
Naspers Ltd SHS CL N ADR (NPSNY) $1,001-$15,000 None (or less than $201)
Vivendi SHS UNSP ADR (VIVHY) $1,001-$15,000 None (or less than $201)
BlackRock Global Allocation FD Inc Instl (MALOX) $50,001-$100,000 $2,501-$5,000
Ishares China LargeCap (FXI) $1,001-$15,000 None (or less than $201)
Kraneshares CSI China Internet ETF SHS (KWEB) $1,001-$15,000 None (or less than $201)
SPDR Index SHS FDS (FEZ) $1,001-$15,000 None (or less than $201)
Templeton Emerging MRKTS Small Cap Fund CL C (TCEMX) $1,001-$15,000 None (or less than $201)
Van ECK Global Hard Assets FD CL Y (GHAYX) $1,001-$15,000 None (or less than $201)
Trust 5 $15,001-$50,000 $2,501-$5,000
U.S Banking Institution (cash Account) None (or less than $1,001) None (or less than $201)
Cash account in U.S. Brokerage House None (or less than $1,001) None (or less than $201)
AIG Focused Alpha Large Cap Fund W (SFLWX) $15,001-$50,000 $1,001-$2,5000
First Eagle Overseas CL C (FESOX) $1,001-$15,000 None (or less than $201)
IVY Emerging Markets Equity Fund CL C (IPOCX) $1,001-$15,000 None (or less than $201)
Trust 6 $100,001-$250,000 None (or less than $201)
Fidelity Govt MMKT Daily Money Class (FZBXX) $1,001-$15,000 None (or less than $201)
Europac Gold Fund Class A (EPGX) $100,001-$250,000 $2,501-$5,000
Flexible Premium Variable Life Insurance $15,001-$50,000 $5,001-$15,000
Invesco V.I. International Growth Fund $1,001-$15,000 $201-$1,000
Janus Henderson Overseas Portfolio $1,001-$15,000 $201-$1,000
Oppenheimer Global FundNA $1,001-$15,000 $1,001-$2,5000
VALIC Company I International Equities $1,001-$15,000 $201-$1,000
VALIC Company I Mid Cap Index $1,001-$15,000 $201-$1,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
LASERS-Louisiana State Employees' Retirement System Baton Rouge, Louisiana I will forfeit interest if I do not meet vesting threshold prior to separation June 16, 2014
GCR Inc New Orleans, Louisiana I will continue to participate in this defined contribution plan, but neither I, nor the plan suponsor will make additional contributions. April 16, 2011

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Mohela Student Loan $15,001-$50,000 5.125 2001
Conduent Student Loan $10,001-$15,000 4.37 2001

Spouse's Employment Assets

Description Value Income Type Income Amount
Phelps Dunbar ( Law Firm Salary
Kean Mill LLP (Law Firm) Salary
Fidelity 401(k)- Fidelity Freedom 2040 Fund $15,001-$50,000 $5,001-$15,000
USAA-IRA $15,001-$50,000 None (or less than $201)
Cash account None (or less than $1,001) None (or less than $201)
Invesco American Franchise Fund Class C (VAFCX) $1,001-$15,000 $201-$1,000
USAA Precious Metals and Minerals Fund (USAGX) $1,001-$15,000 None (or less than $201)

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