# Simeon Timothy Lake 3

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11146

## Record

- **Judge:** Simeon Timothy Lake 3
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 11

## Text

TRLST #3
Apple Inc — Int/Div
Rental Property #1-Houston, TX — Rent
Rental Property #2-Houston, TX — Rent
Rental Property #3-Houston, TX — Rent
Rental Property #4-Houston, TX — Reat
Property-Washington Cty, TX — Rent
Bank of Texas Account — Interest
Royalty Interest, Washington Cnty, TX — Rovalty
Memill Lynch Money Mkt Acct (Bank of America) — Interest
AT&T Inc. Common Stock (IRA) — Int/Div
Novartis ADR (IRA) — Int/Div
IBM Corp. Common Stock (IRA) — Int/Div
General Electric Common Stock (IRA) — Int/Div
Intel Corp. Common Stock (IRA) — Int/Div
Nestle Corp. ADR (IRA) — Int/Div
Dr. Reddy's Lab ADR (IRA) — Int/Div
Johnson & Johnson Inc. Common Stock (IRA) — Int/Div
Procter & Gamble Inc. Common Stock (IRA) — Int/Div
Microsoft Common Stock (IRA) — Int/Div
Glaxo Smith Kline PLC Common Stock (IRA) — Int/Div — Buy (add'l)
McCormick Inc. Non-Voting Common Stock (IRA) — Int/Div
Phizer Inc. Common Stock (IRA) — Int/Div
Unilever PLC ADR (IRA) — Int/Div
3M Company Common Stock (IRA) — Int/Div
Exxon Common Stock — Int/Div
AT&T Inc. Common Stock — Int/Div
Abbott Labs Common Stock — Int/Div
Abbvie Inc. Common Stock — Int/Div
Fidelity Money Mkt Account — Interest
Kraft Heinz Co. (formerly Kraft Foods Group, Inc.) — Int/Div
Texas Water Assistance Board Bond — Interest
Williamson County Toll Bond — Interest
Mondelez Intemational, Inc. Common Stock — Int/Div
Cisco Systems Inc — Int/Div
Nuveen MuniValve Fund — Int/Div — Buy (add'l)
TRUST #2
Exxon Corp. Common Stock — Int/Div
Abbott Labs Common Stock — Int/Div
Abbvie Inc. Common Stock — Int/Div
General Electric Common Stock — Int/Div
Tarrant Co. Tx HFD Bond — Interest
PPL Corp. Commom Stock — Int/Div
Loca Cola Company Common Stock — Int/Div
Kraft Hemz Co. (formerly Kraft Foods Group, Inc.) Common Stock — Int/Div
dntel Corp. Common Stock — Int/Div
Johnson & Johnson Common Stock — Int/Div
Verizon Communications — Int/Div — Sold
Microsoft Corp — Int/Div — Buy
SPDR ETF — Int/Div
Caterpillar Inc — Int/Div
Proctor & Gamble Co — Int/Div
AT&T Common Stock — Int/Div
Bnstol-Meyers Squib Common Stock — Int/Div
Conagra Foods Inc. Common Stock — Int/Div
Microsoft Inc. Common Stock — Int/Div
Neogenomics, Inc. Common Stock — None
PPL Comp — Int/Div
Lamb Weston Holdings — Int/Div
Nuveen Municipal Value Fund — Int/Div
XCEL Energy Inc. Common Stock — Int/Div
Invesco Advantage Municipal Income Trust Il — Int/Div
Invesco High Yield Municipal Fund ( — Int/Div
Invesco Municipal Opportunity Trust — Int/Div
Nuveen Tax Free Advantage Municipal Fund — Int/Div
Putnam Tax Free High Yield Fund Class A — Int/Div
Wells Fargo Advantage Municipal Bond Fund Class A — Int/Div
ML Bank Deposit program — Interest
Bluebird Bio Inc. Common Stock — None
Celgene Corp — None
Sangamo-Biosciences, Inc — None
Chipotle Mexican Grill (CMG) Common Stock — None — Sold
Gilead Sciences Common Stock — Int/Div
Krane Shares TR CSI China Internet ETF — Int/Div
Biogen Idec B11B Common Stock — None
Bioverativ Inc — None — from line 75)
Apple Inc. Common Stock — Int/Div
Verizon Communications — Int/Div
Alibaba Group Holding Ltd — None
First Trust NYSE Arca Biotech — None
Vanguard FTSC All World Ex US Fund — Int/Div — Buy
Vanguard FTSC All World Ex US Fund — Buy (add'l)
Vanguard FTSC All World Ex US Fund — Buy (add'l)
Powershares QQQ Tr Unit Series 1 (ETF) — Int/Div — Buy
Johnson & Johnson Common Stock — Int/Div — Buy
ISHARES S&P S00 Growth ETF — Int/Div — Buy
Tencent Holdings Ltd. ADR — Int/Div — Buy
VIL INVESTMENTS and TRUSTS

line 48 -- SPDR ETF was bought on 04/16/2013 (Value Code 2 - was "L") and was omitted in error from previous Reports,

line 76 -- Bioverativ Inc. was omitted in error from 2015 and 2016 Reports.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11146. Public record. Not legal advice.
