Jerome A. Holmes
2016Annual
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What was filed
19
investments
4
positions
2
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Oklahoma Medical Research Foundation
- Oklahoma City Museum of Art
- Rotary Club of Oklahoma City (Club 29)
- Fortune Club
- Former and current law clerks
- self-employed attorney
As filed
BancFirst (Trust £1) Cash Account #1 (X) — Interest
Trust#1(H)(X)
Universal Chemical Technologies common stock 1X) — None
BancFirst Cash Account £2 (X) — Interest
BancFirst Cash Account #3 — Interest — Open
SEPIRA (H)
SEI Large Cap Growth A (SELCX) (X) — Int/Div — Buy (add'l)
SEI Large Cap Value A (TRMVX) (X) — Int/Div
SEI Small Cap Growth A (SSCGX) (X) — Int/Div
SEI Small Cap Value A (SESVX) (X) — Int/Div
Harbor Intemational Investor (HINX) (X) — Int/Div — Buy (add'l)
Russell Emerging Markets S (REMSX) (X) — Int/Div
SEI Core Fixed Income A (TRLVX) (X) — Int/Div — Buy (add'l)
SEI High Yield Bond Fund (SHYAX) (X) — Int/Div
SEI Emerging Markets Debt Fund (SITEX) (X) — Int/Div
SEI International Fixed Income Fund (SEFIX) (X) — Int/Div
SEI Daily Income Trust Government Fund (SFOXX1H(X) — None — Buy
SEI Daily Income Trust Government Fund (SFOXX1H(X) — Buy (add'l)
SEI Daily Income Trust Government Fund (SFOXX1H(X) — Sold (part)
Director { Board of Directors), Oklahoma Medical Research Foundation
Trustee (Board of Trustees) and Immediate Past Chair, Oklahoma City Museum of Art
Presidential Advisor (Term ended), Rotary Club of Oklahoma City (Club 29)
Member and Executive Committee (Resigned), Fortune Club
Gift — Former and current law clerks — Portrait for 10 years on the bench — $500.00
Gift — Former and current law clerks — Stemware and photo frame for wedding gift — $1,890.00
Spouse's income — 2016 — self-employed attorney
Part I, Line 2
+ Filer completed term as Board Chair, June 30, 2017, automatically became Immediate Past Chair, July 1, 2017, for a 2-year term,
Part 1, Line 3
: Filer served a | -year term as a Presidential Advisor, ending June 30, 2017,
Part |, Line 4:
: Previously reported on Line 6. Filer served as Club member, and also Executive Committee member from January 1, 2016 to April 17, 2017;
resigned on April 17.
Part 11-B, Line 1: Filer married a self-employed attorney in October 2016.
Part VI, Line 1: Reduced bulance on revolving account (Credit Card #1) below reporting threshold.
Part VI, Line 2: Reduced balance on revolving account {Credit Card #2) below reporting threshold
Part VIL, Lines 1 & 3: With the exception of the noted stock and cash account, Trust #1 has no other reportable assets. including income-producing assets.
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