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.

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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