Ronald A. White

2014Annual

Ask Donna

Pull out the substance of this filing.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.