Ronald A. White
2014Annual
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What was filed
218
investments
7
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
- Judicial Council of the Tenth Circuit Court of Appeals
- Spinning Leaf, LLC
- Trust (CEW)
- Trust (RGW) (resigned effective May 28, 2014)
As filed
FIA Card Services NA
Bank Hawai Corp.
Oneok Inc
Boeing Company
Entergy Corp.
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
Scudder International - Pooled Equity Fund — Int/Div
T. Rowe Price Balanced - Pooled Equity Fund — Int/Div
MERRILL LYNCH IRA #1 — Int/Div
Columbia Acom Fund
Energy Transfer Partners(publicly traded partnership units)
Bank of America. NA RASP
MERRILL LYNCH IRA #2 — Int/Div
Alcatel Lucent Technologies Inc. common stock
Alliance Resources publicly traded partnership units
Citigroup common stock
GE common stock
H&R Block common stock
Hewlett Packard Company common stock
Johnson & Johnson common stock
LSI Corp. common stock (y) — Sold
Lancaster Colony Corp. common stock
Lehman Bros Hidgs Inc. common stock
Magellan Midstream publicly traded partmership units
Merrill Lynch Bank USA RASP
Occidental Petroleum Corp. common stock
OG&E common stock
ONEOK common stock
Pfizer common stock
S&P depository receipts
Williams Cos. common stock
WPX Energy Inc
California Resources (x)
OneGas (x)
STIFEL NICOLAUS (H)
Bank of Oklahoma common stock — Int/Div
Bearing Point common stock — None
GE common stock — Int/Div
Oneok Inc. New — Int/Div
Sufel Nicolaus Money Market — Interest
Stemmart common stock (Vv) — None — Sold
RTI Intemational Metals (vy) — None — Sold
UPS common stock (vy) — Int/Div — Sold
Allstate Corp. Del. (v) — Int/Div — Sold
American Electric Power Co. (v) — Int/Div — Sold
American Express Centurion (Bank Deposit) — Interest
Apache Corp. (y) — Int/Div — Sold
Bristol-Myers Squibb Co. (v) — Int/Div — Sold
Cisco Systems Inc. (v) — Int/Div — Sold
Coca Cola Company (vy) — Int./hv — Sold
Colgate Palmolive (y) — Int/Div — Sold
Compass Minerals Intl. (y) — Int/Div — Sold
Comoco Phillips (y) — Int/Div — Sold
Dow Chemical (y) — Int/Div — Sold
DTE Energy Company (vy) — Int/Div — Sold
Exelon Comp. (y) — Int/Div — Sold
H&R Block Inc. (v) — hy — Sold
Harbor Intemational Mutual Fund — Int/Div
Helmerich Payne Inc. (y) — Int/Div — Sold
Hewlett Packard Company (vy) — Int — Sold
lmel Corp. (v) — Int/Div — Sold
Johnson & Johnson — Int/Div
JP Morgan Chase & Company (v) — Int/Div — Sold
Microsoft Corp. (v) — Int/Div — Sold
Nokia Corp. (v) — None — Sold
OGE Energy Corp — Int/Div
Occidental Petroleum Corp. (y) — Int/Div — Sold
Oklahoma Dev. Fin. Auth — Int/Div
Oneok Partners LP — Int/Div — Buy (add'l)
Oracle Corp. (y) — Int/Div — Sold
Pepsico Inc. (y) — Int/Div — Sold
Pfizer Inc — Int/Div
Phillips 66 — Int/Div
SPDR S&P S00 ETF Trust Mutual Fund — Int/Div
Schwab Charles Corp. (v) — Int/Div — Sold
Sufel Bank & Trust (Bank deposit) — Int/Div
Suburban Propane (v) — Int/Div — Sold
SunTrust Bank (y) — None — Closed
Texas Instruments Inc. (v) — Int/Div — Sold
3M Company (y) — Int/Div — Sold
Transcanada Corp. (v) — None — Sold
Wal-Mart Stores Inc. (vy) — Int/Div — Sold
Williams Companies — Int/Div
Williams Partners LP — Int/Div
WPX Energy Inc. (y) — Int/Div — Sold
Allanzgi Income & Growth (x) — Int/Div — Buy
Allanzgi Income & Growth (x) — Buy (add'l)
Citibank NA (Bank deposit) (x) — Interest — Open
Federated Capital Income (x) — Int/Div — Buy
Federated Capital Income (x) — Buy (add'l)
First Eagle Global (x) — Int/Div — Buy
First Eagle Global (x) — Buy (add'l)
Ivy Asset Strategy (x) (y) — Int/Div — Buy
Ivy Asset Strategy (x) (y) — Buy (add'l)
Ivy Asset Strategy (x) (y) — Sold
lvv Balanced (x) — Int/Div — Buy
Oklahoma St Mun Pwr Auth (x) — Int/Div — Buy
Oklahoma St Cap Impt Auth St (x) — Int/Div — Buy
Oklahoma St Wir Res Brd (x) — Int/Div — Buy
ONE GAS (x)y) — Int/Div — Sold
The Private Bank and Trust Co. (Bank deposit)(x) — Interest — Open
IRA #4 (Vanguard) (y) — Int/Div — Sold
Prime Money Market Fund (v)
MERRILL LYNCH ROTH IRA 13 — Interest
Bank of America. NA RASP
Spinning Leaf, LLC, real estate, Summit Co, CO 12122013. $150,000 — None
MERRILL LYNCH IRA (CEW Trust) — Int/Div
FNMA {Comporate Bonds)
FNMA (Govi/Agency Securities)
GNM (Govi/Agency Securities)
Leucadia Natl Corp.
Magellan Midstream
Oneok Inc
F&M Bank (CEW Trust) (Y) — Interest — Matured
MERRILL LYNCH (CEW Trust) — hy
American Elec Power Co
AT&T Inc
Centurylink Inc
Empire Dist Elec
FIA Card Services NA
Fairpoint Communications
Ford Motor Co
Frontier Commumications
General Electric
Grand River Dam Auth (Municipal Bonds)
Hanesbrands Inc
Hillshire Brands Co (y) — Sold
Intl Business Machines
JPMorgan Chase & Co
Katy Tex Indpt Sch Dist (Municipal Bonds)
Kimberly Clark
Magellan Midstream
Microsoft Corp
OGE Energy Corp
Oklahoma Colleges Brd (Municipal Bonds)
Okla St Capitol Impt (Municipal Bonds)
Oklahoma City Okla Arpt (Municipal Bonds)
Oklahoma City Okla (Municipal Bonds)
Oklahoma Cnty Okla (Mumicipal Bonds)
Oklahoma MPA Pwr Spply (Municipal Bonds)
Oklahoma Agric-Mech Clg (Municipal Bonds)
Sprint Corp
Teco Energy Inc
Tulsa Okla Mun Arpt (Municipal Bonds) {v) — Redeemed
Tulsa Okla (Municipal Bonds)
Verizon Communications
Vodafone Grop — Sold (part)
ONEGAS (x)
FIDELITY (CEW Trust) — Int/Div
Fidelity Municipal Money Market
Exxon Mobil Corporation
Paychex Inc
Procter & Gamble
Powershs QOQQ Trust Ser
SPDR S&P SOO ETF TR
SCHW US LCAP ETF
SCHW USSCAP ETF
USB (RGW Trust) (Y) — Int/Div — Closed
Allstate Corp. Del (Y)
American Electric Power Co. (Y) — Sold
Apache Comp. (Y)
BOK Financial Corp. (Y)
Bristol-Myers Squibb Co. (Y)
Cisco Systems Inc. (Y)
Coca Cola Company (Y)
Colgate Palmolive (Y)
Compass Minerals Intl. (Y) — Sold
Conoco Phillips (Y)
Dow Chemical (Y)
DTE Energy Company (Y)
Exelon Corp. (Y)
H&R Block Inc. (Y) — Sold
Harbor Intemational Mutual Fund (Y)
Helmerich Payne Inc. (Y)
Hewlett Packard Company (Y)
Intel Corp. (Y)
Johnson & Johnson (Y)
JP Morgan Chase & Company (Y) — Buy (add'l)
Microsoft Corp. (Y)
Nokia Corp. (Y) — Sold
OGE Energy Corp. (Y)
Occidental Petroleum Corp. (Y)
Oklahoma DFA Hith (Y)
Oneok Partners LP (Y)
Oracle Corp. (Y)
Pepsico Inc. (Y)
Pfizer Inc. (y)
Phillips 66 (vy)
SPDR S&P 500 ETF Trust Mutual Fund (y)
Schwab Charles Corp. (v) — Sold
Suburban Propane (v) — Sold
SunTrust Bank (y)
Texas Instruments Inc. (v)
3M Company (y)
Transcanada Corp. (v)
United Parcel Service (y)
Wal-Mart Stores Inc. (v)
Williams Companies (v)
Willams Partners LP (y)
WPX Energy Inc. (y)
AT&T (XNY) — Buy
Barclays (XXY) — Buy
Berkshire Hathaway (x) vy) — Buy
Boston Properties Inc. (XKy) — Buy
Commonwealth Edison Co. (XNV) — Buy
Goldman Sachs Bank NY (x)(y) — Buy
Kinder Morgan Energy (x)(y) — Buy
Marriott Intl. (X)(y) — Buy
Ryder Sys. (x)(y) — Buy
Teva Pharma (X)(y) — Buy
Total Capital Intl. SA (x)y) — Buy
Wells Fargo (x)y) — Buy
Whirlpool Corp. (x)(¥) — Buy
Member, Oklahoma Bar Association
Member, Federal Judges’ Association
Executive Board Member, Indian Nations Council, Boy Scouts of America
Member, Judicial Council of the Tenth Circuit Court of Appeals
Member, Spinning Leaf, LLC
Co-Trustee, Trust (CEW)
Co-Trustee, Trust (RGW) (resigned effective May 28, 2014)
PART VIL INVESTMENTS AND TRUSTS:
Line 12. Name change only.
Line 33. California Resources. Asset received from stock split of Occidental Petroleum
Lines 34, 100 and 153, OneGas. Asset received from stock split of Oneok.
Lime 39. Oneok Inc New. Name change from Oneok.
Line 105. Name change only.
Lines 107 - 162. Assets held by a trust (CEW), of which | am Co-Trustee. My interest is income-beneficiary.
Line 154. All assets transferred from Charles Schwab to Fidelity on July 18, 2014.
Lines 163-205. During March 2014, all assets were transferred from Merrill Lynch to USB.
Lines 163-218. Assets held by a trust (RGW), of which | was Co-Trustee.
The trust assets are held for the benefit of two relatives. | resigned as Co-Trustee
effective May 28, 2014,
Lines 206 - 218. Assets purchased during 2014 prior to my resignation as Co-Trustee,
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.