Ronald A. White

2016Annual

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Pull out the substance of this filing.

What was filed

  • 128

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Oklahoma Bar Association
  • Federal Judges’ Association
  • Indian Nations Council, Boy Scouts of America
  • Spinning Leaf, LLC
  • Trust (CEW)

As filed

Bank of Oklahoma - Accounts — Interest

120 Ac. Real Estate, Okmulgee County, OK, 7/24/94 $54,000.00 — None

Northwestern Mutual Whole Life Policy Cash Value — Int/Div

METLIFE GROUP VARIABLE UNIVERSAL LIFE POLICY (H)

Fidelity Index 500 - Pooled Equity Fund — Int/Div

MFS Emerging Growth - Pooled Equity Fund — Int/Div

Deutsche CROC! Intl VIP — Int/Div

T. Rowe Price Balanced - Pooled Equity Fund — Int/Div

MERRILL LYNCH IRA #1 (H)

Columbia Acom Fund — Int/Div

Energy Transfer Partners(publicly traded partnership units) — Int/Div

Bank of America. NA RASP — Interest

MERRILL LYNCH IRA #22 (H)

Alcatel Lucent Technologies Inc. common stock — Int/Div — Sold

Alliance Resources publicly traded partnership units — Int/Div

Citigroup common stock — Int/Div

GE common stock — Int/Div

H&R Block common stock — Int/Div

HP Inc — Int/Div

Johnson & Johnson common stock — Int/Div

Lancaster Colony Corp. common stock — Int/Div

Lehman Bros Hldgs Inc. common stock — None

Magellan Midstream publicly traded partnership units — Int/Div

Occidental Petroleum Corp. common stock — Int/Div

OG&E common stock — Int/Div

ONEOK common stock — Int/Div

Pfizer common stock — Int/Div

SPDR S&P S500 ETF Trust — Int/Div

Williams Cos. common stock — Int/Div

WPX Energy Inc — None

California Resources — None

OneGas — Int/Div

BA CA NA. RASP (Cash account) — Interest

Bank of America, N.A. RASP (Cash account) — Interest

Hewlett Packard Enterprise (X) — Int/Div

STIFEL NICOLAUS (H)

Bank of Oklahoma common stock — Int/Div

Bearing Point common stock (Y) — None — Closed

GE common stock — Int/Div

Oneok Inc. New — Int/Div

Sufel Nicolaus Money Market — Interest

Harbor Intemational Mutual Fund — Int

Johnson & Johnson — Int/Div

OGE Energy Corp — Int/Div

Oklahoma Dev. Fin. Auth — Int/Div

Oneok Partners LP — Int/Div

Pfizer Inc — Int/Div

Phillips 66 — Int/Div

SPDR S&P S00 ETF Trust Mutual Fund — Int/Div

Sufel Bank & Trust (Bank deposit) — Int./hv

Willams Compames — Int/Div

Wilhams Partners LP — Int/Div

Allianzgi Income & Growth — Int/Div

Citibank NA {Bank deposit) — Interest

Federated Capital Income — Int/Div

First Eagle Global — None

Oklahoma St Mun Pwr Auth — Int/Div

Oklahoma St Cap Impt Auth St — Int/Div

Oklahoma St Wir Res Brd — Int/Div

Eagle MLP Strategy Mutual Fund — Int/Div

lvy Asset Strategy Mutual Fund — Int/Div — Sold

Mainstay Cushing MLP Mutual Fund — Int/Div

One Gas Inc — Int/Div

Sector Energy Select — Int/Div

Tulsa. OK (municipal bond) — Int/Div — Buy

Meta Bank (cash account) X) — Interest

Wells Fargo Bank NA (cash account) (X) — Interest

New York Community Bank (cash account) (XKY) — Interest

Barclays Bank Delaware (cash account)(X) iY — Interest

MERRILL LYNCH ROTH IRA 23 (H)

Bank of America, NA RASP — Interest

SPDR S&P S00 ETF Trust — Int/Div

Spinning Leaf, LLC, real estate, Summit Co, CO 17212013, S150.000 — None

MERRILL LYNCH IRA (CEW Trust) (H)

Bank Hawai Corp. — Int/Div

Boeing Company — Int/Div

Entergy Corp. — Int/Div

FNMA (Corporate Bonds) — Interest

FNMA (Govt/Agency Securities) — Interest

GNM (Govi/Agency Securities) — Interest

Leucadia Natl Corp — Int/Div

Magellan Midstream — Int/Div

Oneok Inc — Int/Div

Bank of America NA RASP (cash account) — Interest

One Gas Inc — Int/Div

MERRILL LYNCH (CEW Trust) (H)

American Elec Power Co — Int/Div

AT&T Ine — Int/Div

Centurylink Inc — Int/Div

Empire Dist Elec — Int/Div

Fairpomt Communications — None

Ford Motor Co — Int/Div

Frontier Commumcations — Int/Div

General Electric — Int/Div

Grand River Dam Auth (Municipal Bonds) — Int/Div

Hanesbrands Inc — Int/Div

Intl Business Machines — Int/Div

JPMorgan Chase & Co — Int/Div

Katy Tex Indpt Sch Dist (Municipal Bonds) — Int/Div — Redeemed

Kimberly Clark — Int/Div

Magellan Midstream — Int/Div

Microsoft Corp — Int/Div

OGE Energy Comp — Int/Div

Oneok Inc — Int/Div

Oklahoma City Okla Arpt (Municipal Bonds) — Int/Div

Oklahoma City Okla (Municipal Bonds) — Int/Div — Redeemed

Oklahoma Caty Okla (Municipal Bonds) — Int/Div

Oklahoma MPA Pwr Spply (Municipal Bonds) — Int/Div — Redeemed

Oklahoma Agric-Mech Clg (Municipal Bonds) — Int/Div

Sprint Corp — None

Teco Energy Inc — Int/Div — Sold

Tulsa Okla (Municipal Bonds) — Int/Div — Redeemed

Venizon Communications — Int/Div

Vodafone Grop — Int/Div

ONEGAS — Int/Div

Boeing — Int/Div

Halyard Health — None

Bank of America. NA (cash account) — Interest

Bank of America, CA. NA (cash account) — Interest

FIDELITY (CEW Trust) (H)

Fidelity Municipal Money Market — Interest

Exxon Mobil Corporation — Int/Div

Paychex Inc — Int/Div

Procter & Gamble — Int/Div

Powershs QQQ Trust Ser — Int/Div

SPDR S&P SOO ETF TR — Int/Div

SCHW US LCAP ETF — Int/Div

SCHW USSCAPEIY — Int/Div

Member, Oklahoma Bar Association

Member, Federal Judges’ Association

Executive Board Member, Indian Nations Council, Boy Scouts of America

Member, Spinning Leaf, LLC

Co-Trustee, Trust (CEW)

PART VIL INVESTMENTS AND TRUSTS:

LINE 7. Name change only.

LINES 22, 30, 31, 38, 56,91, 110, AND 117. These accounts receive no gain or reported a loss for 2016.

LINES 33, 34, 54, 66, 67, 68, AND 69 arc cash accounts that hold funds on a temporary basis. The filer has no control over when the monies are deposited or

transferred.

LINE 35, HEWLETT PACKARD ENTERPRISE. Deleted in error re: 11/02/15 transaction. This investment still exists, in addition to HP Inc. (Line 19)

LINE 38, BEARING POINT. Bankrupt. Abandoned asset,

LINES 74 - 128. Assets held by a trust (CEW), of which | am Co-Trustee. My interest is income-beneficiary.

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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Ronald A. White | Frix