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Pull out the substance of this filing.

What was filed

  • 69

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • 529 Acct
  • 529 Acct 2
  • University of Texas School of Law
  • New York Intellectual Property Law Assoc.
  • International Law
  • (coordinating w/ Patent Court of Korea)
  • Self emploved movie & video producer as sole owner and operator of Take A Bow, LLC

As filed

USAA Mutual Fund USEXX — Interest

USAA Mutual Fund USSPX — Int/Div

Vanguard VMMXX Money Market — Int/Div

Vanguard Windsor Il Fund — Int/Div

Vanguard Mutual Funds IRA 1 (H)

Health Care Fund — Int/Div

Windsor Il Fund — Int/Div

Explorer Fund — Int/Div

500 Index Fund — Int/Div

Vanguard Mutual fund IRA 2 - Mid-cap Index Fund — Int/Div

Vanguard Mutual fund IRA 3 - 500 Index Fund — Int/Div

Vanguard Mutual Fund IRA 4 - 500 Index Fund — Int/Div

American Mut. Fund IRA New Perspective Fund — Int/Div

Vanguard Variable Annuity Small Co Growth — None

XOM com. stock — Int/Div

US. Savings Bond — None

Compass Bank Accounts — Interest

529 Acct - American Funds (H)

New Perspective Fund — Int/Div

New World Fund — Int/Div

Capital Wrld Grwth & Income — Int/Div

529 Acct 2 American Funds (H)

New Perspective Fund — Int/Div

New World Fund — Int/Div

Capital Wrld Grwth & Income — Int/Div

AMOGN com. stk — Int/Div

AT&T com, stk — Int/Div

ADP. com. stk — Int/Div

CDK Global Inc. com.stk — Int/Div

CVX com. stk — Int/Div

KO com. stk — Int/Div

ETN com. stk — Int/Div

EMR com. stk — Int/Div

HD com. stk — Int/Div

LLY com. stk — istnibution

MCD com. stk — Int/Div

PEP com stk — Int/Div

PFE com. stk — Int/Div

SLB com. stk — Int/Div

American Mutual Fund, New Perspective Fund — Distribution

American Mutual Fund Small Cap World — Distribution

Dreyfus S&P 500 Index Fund X — Int/Div

Nuveen Arizona Prem. Inc. Muni. Bnd Fund — Int/Div

Dreyfus AMT-Free Mun. Bad Fund — Int/Div

Dreyfus Mun. Bnd. Fund — Int/Div

McCallister Academic VLG bonds — Interest

Pima Cty AZ bond — Interest

RMA Tax Free Fund — Interest — Redeemed

RMA Govt. Mon. Mkt. Fund — Interest — Open

UBS, Bank USA, Deposit Acct — Interest — Open

Benficiary IRA (H)

AT&T com. stk — Int/Div

CVX com. stk — Int/Div

XOM com.stk — Int/Div

WRE com. stk — Int/Div

WRI com. stka — Int/Div

Oppenheimer Glbl Strategic Income fund — Int/Div

Nuveen S&P 500 Dyn. Overwrite formerly Nuveen P&G — Int/Div

Eaton Vance En. Equity Inc Fund — Int/Div

John Hancock Inc Sec. Fund — Int/Div

Lord AbbotBond Deb. Fund — Int/Div

Franklin H.1. Fund Class A — Int/Div

Franklin US Govt Sec. A — Int/Div

Bank USA, Deposit Account — Interest — Sold (part)

Vanguard Health Care VHTA — Int/Div

Schwab One cash account — Interest

Schwab Money Market account — Interest

Wells Fargo Bank — Interest

Rovalty Interest, Hardin County, Texas (X) — Rovalty

Owner 329 Acct, 529 Acct

Owner 529 Acct 2, 529 Acct 2

Agreement — 1997 — State of Texas Retirement Plan, no control

Reimbursement — University of Texas School of Law — March 10-13, 2016 — Alexandna, VA — Speak at LT. [ith Annual Patent Law Instite — Milage, parking, meals, 1 might at hotel

Reimbursement — New York Intellectual Property Law Assoc. — April 1-3, 2016 — New York, NY — Attend meeting and annual Judiciary Dinner. — Air Tare, might at hotel, meals, airport parking, Uber fare in NY.

Reimbursement — International Law — lmovation Dinner & Award Ceremony.

Reimbursement — 20d Intemational IP Court Conference

Reimbursement — (coordinating w/ Patent Court of Korea) — seminar, attend KIPLA dinner

Reimbursement — several panels at Annual Bench-Bar meeting. — GL sana. tll as pia Daf maln LG LT

Spouse's income — 2016 — Self emploved movie & video producer as sole owner and operator of Take A Bow, LLC

Limes 48, 49, & 50: The RMA Tax-Free Fund, reported at line 51 last year (and is listed this year at line 48) was redeemed last year by UBS, which placed the

funds into two new accounts for deposit infusrance purposes. Lines 49 and 50 now list the two new accounts; they are not listed at the end, as would usually

be done for new assets, as it is clearer to place the three assets together, and because they were this year, and in future years will be, reported together in the

companies annual reports to me,

Lme 64: Changed to state correct name of IRA sweep account. Last year at Line 65

Lines 66 & 67, Preiviously reported at line 79 as Schwab Money Market Account. Corrected to show it has two parts, a money market account and a cash

“sweep” account,

Lme 81 of 2016 report is deleted. 2017 Audit feature and Commentary at page 20 of 2017 Filing Instructions about not mcluding the same item m Parts 111

and Part VIL, such as value of copyrights, clarified that identification of Take A Bow, LLC as an "mvestment" under Part VII was not correct; rather it should

be identified as the movie and video production business operated by spouse. All invome ever earned by Take A Bow, LLC was payment for work perfomed or

services rendered, and wis not a return on any investment. The previous value estimate wis based on cash on hand, (the bank account in which those funds are

kept is listed at line 68) property and equipment used in the business, and the estimated value of scripts and original music. Take A Bow, LLC is now included

m Part 111-8.

Amentdment, !12/62017 - Line 14; Added information about specific option chosen for annuity - Small Co. Growth

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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Ron Clark | Frix