# Jeffrey ET Bohm

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14726

## Record

- **Judge:** Jeffrey ET Bohm
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 42

## Text

IRA#13UB-CB)(H)
University Federal Credit Union accounts — Interest
Texas Health Credit Union accounts — Interest
Comerica Bank account — Interest
Wells Fargo Bank, NA. accounts — Interest
Bank of America. NA. account — None
JP Morgan Chase Bank, NA. accounts — Interest
Velocity Credit Union accounts — Interest
Duke Energy Corp. common {DRIP Shares) — Int/Div
Glaxosmithkline PLC com (DRIP Shares) — Int/Div
Imation Corp. common — None
Whole Foods Mkt Inc. common — Int/Div
T Rowe Price Growth Stock Fund — Int/Div
Dreyfus Liquid Assets Class 1 — None
Dell. Inc. common — Int/Div
IRA 21 (UFCU-IB) (H)
Umversity Federal Credit Union — Interest
IRA 22 (UFCU-MEP)(H)
Umiversity Federal Credit Union — Interest
IRA £3(3382)(H)
New England Securities Daily Income Money Mkt Retail C1 — Interest
PIMCO Commodity Real Return Strategy Fund CID — Int/Div
Templeton Global Bond Fund Class A — Int/Div
John Hancock High Yield Class A — Int/Div — Sold
Davis New York Venture Class A — Int/Div — Buy (add'l)
American Funds: The Growth Fund of America Class F-1 — Int/Div
Eagle Sm Cap Grwth Fd Cl A — None
Perkins Mid Cap Value Fd Class T — Int/Div
Alger Midcap Growth Fund Class A — None
American Funds: Europacific Growth Fd Class F-1 — Int/Div — Sold (part)
T Rowe Price Emerging Markets Stock (Fd) — Int/Div
Alpine Intl Real Estate Eq Fd C1Y — Int/Div — Buy (add'l)
Gabelli Ent Mgr & Acq Fd CI A — None
Hussman Strategic Growth Fund — Int/Div — Buy (add'l)
Columbia Sel Smir-CapVal Fd C1 A — Int/Div
Mainstay ICAP Equity Fund CI A — Int/Div — Buy (add'l)
Invesco Intl Growth Fund C1 A — Int/Div — Sold (part)
Fidelity Advisor New Insights Fd Cl — Int/Div — Buy
Ivy High Income Fd C1 A — Int/Div — Buy
IRA #6 (JB-AM) (021) (see part VII) (H)
Amenprnse lnsured Money Market — None
AIM Invesco Global Core Eq CI A fka Inv Global Core Ey-B — Int/Div
AIM Invesco Real Estate C1 A fka Invesco Real Fstate - B — Int/Div
Oppenheimer Funds:OPP Small &M/Cap Value - A — Int/Div
AIM Invesco Val Opps Cl A fka Invesco VK Val Opps - B — Int/Div
MFS Family of Funds: MFS Utilities - B — Int/Div
IRA £7 (MEP-AM) (004) (H)
RVS Retirement Advisor Advantg 4 Var Amn — None
457 Deferred Compensation Plan at State of Texas — Int/Div
401K at State of Texas — Int/Div
RiverSource Variable Univ Life Insurance Policy — None
Northwestern Whole Life Insurance Policy — Int/Div
Schulle, LLC (see part VII) — Rent
Trust Acct £ - Trustee (H)
New England Securities Daily Income Money Mkt Retail Cl — Int/Div
Invesco Intl Grwth Fd Cl A — Int/Div
Cohen & Steers Global Realty Fd C1 A — Int/Div
Columbia Mid Cap Value Fund Cl A — Int/Div
Davis New York Venture Cl A — Int/Div
Wells Fargo Advantage ST Muni Bd Fd Cl A — Int/Div
American Funds: The Growth Fund of America C1 F<) — Int/Div
John Hancock High Yield C1 A — Int/Div
Templeton Global Bond Fund CI A — Int/Div
American Funds: Europacific Growth Fd Cl F-1 — Int/Div
PIMCO Commodity Real Return Strategy Fund A — Int/Div
Mamstay ICAP Equity Fund Cl A — Int/Div
Capital World Bond Fund C1 F-) — Int/Div
Prudential High Yid Fd Inc C1 A — Int/Div
Fidelity Advisor New Insights Fd Cl A — Int/Div
Meridian Growth Fund — Int/Div
Nuveen High Yield Municipal Bond Fd C1 A — Int/Div
Vanguard Inflation Protected Securities Fund — Int/Div
ING Global Real Estate Fd C1 A — Int/Div
Whirlpool Corp. common — Int/Div
IRA £8 (MEP-FM-Rth-DM)y (7311 (H)
Fidelity Large Cap Stock Fund — Int/Div
Fidelity Select Biotechnology Fund — Int/Div
Fidelity US Gov't Reserves — Int/Div
IRA £9 (MEP-FM-DM) (723) (H)
Fidelity Cash Reserves — None
Phizer Inc common — Int/Div
USAA Certificate of Deposit — Interest
IRA #11 (770) (H) (see part VIII)
New England Securities:Metlife Bank Money Market Account — Interest
IRA Z12(1763)(H)
New England Securities Metlife Bank Premier Money Market — Interest — Closed
Invesco Mid Cap Core Eq Fd CI A — Int/Div — Buy (add'l)
Invesco Developing Mkts Fd Cl A — Int/Div — Buy (add'l)
Invesco Intl Growth Fd C1 A — Int/Div — Sold (part)
Blackrock Equity Dividend Fund C1 A — Int/Div — Buy (add'l)
Prudential High Yid Fd Inc C1 A — Int/Div — Buy (add'l)
Gabelli Enterprise Mergers & Acq Fund C1 A — None — Buy (add'l)
Fidelity Advisor New Insights Fund C1 1 — Int/Div — Buy (add'l)
Franklin/Templeton Hard Currency Fund CIA — Int/Div — Sold (part)
Hussman Strategic Growth Fund — Int/Div — Buy (add'l)
ING Global Real Estate Fund C1 A — Int/Div — Sold (part)
Perkins Mid Cap Value Fund C1 A — Int/Div — Buy (add'l)
PIMCO Commodity Real Return Strategy Fund CID — Int/Div — Buy (add'l)
PIMCO Total Return Fund C1 D — Int/Div — Buy (add'l)
Templeton Global Bond Fund C1 A — Int/Div — Sold (part)
Thornburg International Value Fund C1 A — Int/Div — Sold (part)
Invesco Sm Cap Val Fd C1 A fka Inv VK Sm Cp Val FACIL A — Int/Div — Buy (add'l)
Invesco Sm Cp Grwth Fd C1 A fka Inv VK Sm Cp Grth Fd CIA — Int/Div — Buy (add'l)
Doubleline Total Return Bd Fd Cl) — Int/Div — Buy (add'l)
MFS Emerging Markets Debt Fd C1 A — Int/Div — Sold (part)
Dreyfus Insured Deposits Premier — Interest — Open
Inland American Real Estate Trust — Int/Div
Powell Mineral Trust - (see part VIII) — Rovalty
Community Natl Bank account — None
ONL Lifestype Prop Inc: Chambers St Prop (REIT) fka CBRE — Int/Div
Trust Acct # 2 - Trustee (see part VIII) (H)
USAA Growth Fund — Int/Div
USAA Precious Metals & Minerals Fund — Int/Div
Trust #2 Brokerage Acct #1(MSSB 2060) (HN X see part VII)
MSSB Cash Deposits (X) — None
AT&T Inc. common (X) — None
Campbell Soup Co common (X) — None
MVRAR/ETG/STRMTLS ETF (X) — Int/Div
Oneok Inc New common (X) — None
Pfizer Inc common (X) — None
American High Income Trust F1 (X) — Int/Div
Artisan Midcap Value Inv (X) — None
Baron Growth Retail (X) — None
Blackrock Inflat Prot Bond A (X) — None
Cambiar Small Cap Inv (X) — None
Harding Loevner Intl Eq Inv (X) — None
Invesco Premier Inst (X) — Int/Div
Ivy Mid Cap Growth A (X) — None
Lazard Emerging Markets (X) — None
Harris Assoc Inv Tr: Oakmark Fund C1 1X) — None
PIMCO Emerging Mkts Bond A (X) — Int/Div
PIMCO Foreign Bd {(Unhedged) A (X) — Int/Div
PIMCO Short-Term A (X) — Int/Div
PIMCO Total Return D(X) — Int/Div
Prudential Jenison Growth Z (X) — None
Trust Acct #3 - Trustee & Beneficiary (see part VID (H)
Tr #3 Bkg Acct #1 (MSSB 2060 fka 014) (HNsee part VII)
Citibank, NA Bank Deposit Program — Interest — Distnbuted
Western Asset Money Market Fd C1 A — Int/Div — Distnbuted
American High Income Trust Cl FI — Int/Div — Buy (add'l)
American High Income Trust Cl FI — Buy (add'l)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Sold (part)
American High Income Trust Cl FI — Distnbuted
AT&T Inc. common — Int/Div — Distnbuted
Baron Growth Fund — Int/Div — Sold (part)
Baron Growth Fund — Sold (part)
Baron Growth Fund — Sold (part)
Baron Growth Fund — Sold (part)
Baron Growth Fund — Sold (part)
Baron Growth Fund — Sold (part)
Baron Growth Fund — Sold (part)
Baron Growth Fund — Sold (part)
Baron Growth Fund — Sold (part)
Baron Growth Fund — Distributed
Campbell Soup Co common — Int/Div — Distributed
Cambiar Small Cap Fund — None — Sold (part)
Cambiar Small Cap Fund — Sold (part)
Cambiar Small Cap Fund — Buy (add'l)
Cambiar Small Cap Fund — Distnbuted
Harding Loevner Intl Eq Inv Cl — Int/Div — Buy (add'l)
Harding Loevner Intl Eq Inv Cl — Buy (add'l)
Harding Loevner Intl Eq Inv Cl — Buy (add'l)
Harding Loevner Intl Eq Inv Cl — Distributed
Lazard Emerging Mkts Eq Portfolio Institutional Shs — Int/Div — Sold (part)
Lazard Emerging Mkts Eq Portfolio Institutional Shs — Sold (part)
Lazard Emerging Mkts Eq Portfolio Institutional Shs — Sold (part)
Lazard Emerging Mkts Eq Portfolio Institutional Shs — Distributed
MVRAR/ETG/STRMTLS ETF fka Mkt Vetr Rare Frth Str Mtls — None — Distnbuted
Harris Assoc Inv Tr: Oakmark Fund — Int/Div — Sold (part)
Harris Assoc Inv Tr: Oakmark Fund — Sold (part)
Harris Assoc Inv Tr: Oakmark Fund — Buy (add'l)
Harris Assoc Inv Tr: Oakmark Fund — Distnbuted
Oneok Inc New common — Int/Div — Distnbuted
Pfizer Inc common — Int/Div — Distnbuted
PIMCO Foreign Bd (Unhedged) Fd C1 A — Int/Div — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A — Sold (part)
PIMCO Foreign Bd (Unhedged) Fd C1 A — Distnbuted
PIMCO Total Retum FA C1 D — Int/Div — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — prt)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Sold (part)
PIMCO Total Retum FA C1 D — Distnbuted
Prudential Jenmson Growth Fd C1 2 — None — Sold (part)
Prudential Jenmson Growth Fd C1 2 — Buy (add'l)
Prudential Jenmson Growth Fd C1 2 — Buy (add'l)
Prudential Jenmson Growth Fd C1 2 — Distnbuted
Rare Element Resources Ltd - CAD — None — Sold
Sysco Corp common — Int/Div — Sold (part)
Sysco Corp common — Sold
PIMCO Emerging Mkts Bond A — Int/Div — Buy
PIMCO Emerging Mkts Bond A — Buy (add'l)
PIMCO Emerging Mkts Bond A — Sold (part)
PIMCO Emerging Mkts Bond A — Distributed
Lege Mason WA MMKT A — Int/Div — Buy
Lege Mason WA MMKT A — Sold (part)
Lege Mason WA MMKT A — Sold
Artisan Midcap Value Inv — Int/Div — Buy
Artisan Midcap Value Inv — Distnbuted
Ivy Mid Cap Growth A — None — Buy
Ivy Mid Cap Growth A — Buy (add'l)
Ivy Mid Cap Growth A — Distributed
Invesco Premier PTF Inst] — Int/Div — Buy
Invesco Premier PTF Inst] — Buy (add'l)
Invesco Premier PTF Inst] — Buy (add'l)
Invesco Premier PTF Inst] — Distnbuted
PIMCO Short-Term A — Int/Div — Buy
PIMCO Short-Term A — Sold (part)
PIMCO Short-Term A — Distnbuted
Blackrock Inflat Prot Bond A — Int/Div — Buy
Blackrock Inflat Prot Bond A — Sold (part)
Blackrock Inflat Prot Bond A — Distributed
Trust #3 Brokerage Acct #2 (NES 158) (H) (see part VII
New Eng Sec:Daily Income Money Market Retail Class — Interest — Sold (part)
New Eng Sec:Daily Income Money Market Retail Class — Distnbuted
Capital World Bond Fund CI B — Int/Div — Sold (part)
Capital World Bond Fund CI B — Sold (part)
Capital World Bond Fund CI B — Sold (part)
Capital World Bond Fund CI B — Sold (part)
Capital World Bond Fund CI B — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold (part)
bail — Sold
Davis New York Venture C1 B — None — Sold (part)
Davis New York Venture C1 B — Sold (part)
Davis New York Venture C1 B — Sold (part)
Davis New York Venture C1 B — Sold (part)
Davis New York Venture C1 B — Sold
Dreyfus AMT-Free Muni Bond Fd C1 A — Int/Div — Sold (part)
Dreyfus AMT-Free Muni Bond Fd C1 A — Sold (part)
Dreyfus AMT-Free Muni Bond Fd C1 A — Sold (part)
Dreyfus AMT-Free Muni Bond Fd C1 A — Sold (part)
Dreyfus AMT-Free Muni Bond Fd C1 A — Sold (part)
Dreyfus AMT-Free Muni Bond Fd C1 A — Sold (part)
Dreyfus AMT-Free Muni Bond Fd C1 A — Sold (part)
Dreyfus AMT-Free Muni Bond Fd C1 A — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
R11] — Sold (part)
RL¥S — Sold (part)
RL¥S — Sold (part)
RL¥S — Sold (part)
RL¥S — Sold (part)
RL¥S — Sold (part)
RL¥S — Sold (part)
RL¥S — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
R*3] — Sold (part)
REN] — Sold (part)
REN] — Sold (part)
REN] — Sold (part)
REN] — Sold (part)
REN] — Sold (part)
REN] — Sold (part)
REN] — Sold (part)
REN] — Sold
American Funds:Europacific Growth Fd CIB — None — Sold (part)
American Funds:Europacific Growth Fd CIB — Sold (part)
American Funds:Europacific Growth Fd CIB — Sold (part)
American Funds:Europacific Growth Fd CIB — Sold (part)
American Funds:Europacific Growth Fd CIB — Sold (part)
American Funds:Europacific Growth Fd CIB — Sold (part)
American Funds:Europacific Growth Fd CIB — Sold (part)
American Funds:Europacific Growth Fd CIB — Sold (part)
American Funds:Europacific Growth Fd CIB — Sold
Franklin Templeton Hard Curr Fd C1 A — None — Sold (part)
Franklin Templeton Hard Curr Fd C1 A — Sold (part)
Franklin Templeton Hard Curr Fd C1 A — Sold (part)
Franklin Templeton Hard Curr Fd C1 A — Sold (part)
Franklin Templeton Hard Curr Fd C1 A — Sold (part)
Franklin Templeton Hard Curr Fd C1 A — Sold
American Funds: The Growth Fund of America CIB — None — Sold (part)
American Funds: The Growth Fund of America CIB — Sold (part)
ARO. — Sold (part)
ARO. — Sold (part)
ARO. — Sold (part)
assy — Sold
Invesco Mid Cap Growth Fd C1 B fka Cap Developmnt Fd — None — Sold (part)
Invesco Mid Cap Growth Fd C1 B fka Cap Developmnt Fd — Sold (part)
Invesco Mid Cap Growth Fd C1 B fka Cap Developmnt Fd — Sold
John Hancock High Yid C1 B — Int/Div — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold (part)
John Hancock High Yid C1 B — Sold
MFS Emerging Mkts Debt Fd CI B — Int/Div — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
MFS Emerging Mkts Debt Fd CI B — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold (part)
S00. — Sold
Pumam Small Cap Value CI B — None — Sold (part)
Pumam Small Cap Value CI B — Sold (part)
S14. — Sold (part)
S14. — Sold (part)
S14. — Sold
Small Cap World Fd C1 B — None — Sold (part)
S18. — Sold (part)
S18. — Sold (part)
S18. — Sold
Templeton Global Bd Fd C1 A — Int/Div — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
Templeton Global Bd Fd C1 A — Sold (part)
S40. — Sold (part)
S40. — Sold (part)
S40. — Sold (part)
S40. — Sold (part)
S40. — Sold (part)
S40. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S46. — Sold (part)
S58. — Sold (part)
S58. — Sold (part)
S58. — Sold (part)
S58. — Sold (part)
S58. — Sold (part)
S58. — Sold (part)
S58. — Sold (part)
SHS. — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
SHb6 — Sold (part)
S88. — Sold
Van Eck Global Hrd Asts Fd C1 A — None — Sold (part)
Van Eck Global Hrd Asts Fd C1 A — Sold (part)
Van Eck Global Hrd Asts Fd C1 A — Sold (part)
Van Eck Global Hrd Asts Fd C1 A — Sold
Trust #3 Brokerage Acct #5 (VRB - 576) (see part VIIINH)
JPMorgan TR II Liquid Assets MMkt Fd Morgan Sh Cl — None — Distnbuted
Blackrock Cap Apprec Fd Inc C1 A — None — Sold
Delaware Pooled Tr:REIT Inst] Cl — Int/Div — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold (part)
Delaware Pooled Tr:REIT Inst] Cl — Sold
Dodge & Cox Intl Stk Fd — None — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold (part)
Dodge & Cox Intl Stk Fd — Sold
Ford Mtr Co Del Com — Int/Div — Sold (part)
Ford Mtr Co Del Com — Sold (part)
Ford Mtr Co Del Com — Sold (part)
Ford Mtr Co Del Com — Sold
Harbor Intl Fd Institutional — None — Sold (part)
Harbor Intl Fd Institutional — Sold (part)
Harbor Intl Fd Institutional — Sold (part)
Harbor Intl Fd Institutional — Sold (part)
Harbor Intl Fd Institutional — Sold (part)
Harbor Intl Fd Institutional — Sold (part)
Harbor Intl Fd Institutional — Sold (part)
Harbor Intl Fd Institutional — Sold (part)
Harbor Intl Fd Institutional — Sold (part)
Harbor Intl Fd Institutional — Sold
Ishares TR Russell 2000 Growth Index Fd — Int/Div — Sold (part)
Ishares TR Russell 2000 Growth Index Fd — Sold (part)
Ishares TR Russell 2000 Growth Index Fd — Sold (part)
Ishares TR Russell 2000 Growth Index Fd — Sold (part)
Ishares TR Russell 2000 Growth Index Fd — prt)
Ishares TR Russell 2000 Growth Index Fd — Sold (part)
Trustee, Trust Account #
Adpunct Professor of Law, College of Law, University of Houston Law Center
Adpnct Professor of Law, South Texas College of Law
Trustee, Trust Account 42
Trustee, Trust Account #3
Agreement — 2012 — College of Law, University of Houston Law Center. I taught Advanced Bankruptcy in the Spring 2012 semester, received $1,200 for teaching this course.
Agreement — 2012 — South Texas College of Law. taught Business Bankruptcy & Reorg in the Spring 2012 semester. received $3,300 for teaching this course.
Agreement — 2013 — In October 2012 1 was granted permission to teach these same two courses in the Spring of 2013, but did not teach po a dik
Liability — Chase Southwest Airlines VISA — Credit Card
Liability — Northwestern Whole Life Insurance ) Policy (see part VIII) — Whole Life Insurance Policy Loan
Reimbursement — Consumer Bankruptcy Attorneys — Seminar or program
Reimbursement — Turmaround Management Association — May 3-4, 2012 — San Antonio, TX — Non-FJC educational seminar or program — meals, transportation and lodging
Reimbursement — Bankruptcy Bar Assocation Southern District of Florida — May 10-13, 2012 — Marco Island, FL — Non-FJC educational SEMinar OF program — meals, transportation, airfare, and lodging
Reimbursement — Umversity of Texas School of : Law — August 8-10, 2012 — Galveston, TX — Non-FJC educational Seminar or program — meals, transportation and lodging
Reimbursement — The Southern District of FL. Inc. — SCIMIEr Or program
Income — 05/17/12 — College of Law, UH Law Foundation - Compensation Adjunct Professor — $1,200.00
Income — 010512 — South Texas College of Law - Compensation Adjunct Professor — S31 300.00
Spouse's income — 2012 — Emplovees Retirement System of Texas « Retirement
A.

B.

C.

D.

Description of Assets

Income during

Gross value at end

Transactions daring reporting period

(including trust assets)

reporting period

of reporting period

0]

2)

n

2

[31]

(5)

Place "(X)" after cach asset

Amount

Type (e.g.

Value

Value

Typeleg,

Identity of

Code |

div, rent.

Code 2

Method

exempt from prior disclosure

bay, sell,

buyer/seller

(AH)

oeint.)

Ur

Code 3

redemption)

(if private

(Q-W)

transaction)

A NN = Gs I I

614

Sold

615. «Dodge & Cox Intl Stk Fd

one

Sold

(part)

Sold

1017/12

(part)

Sold

10417712

E—

(purt)

rT

Sold

A A I

(part)

HI

id

(part)

AH A I

HI

A I A I =

HE

621

old

IE

(part)

A I A I

ii KI 0 —

23

A A I

HI

(A I

HI

25

A I A I =

HE

(RA A I

I

627.

7. «= Ford Mtr Co Del Com

id

(part)

pl]

HE

628

id

rt)

A I =

HE

1. lacome Cain Codes:

A S1L000 0r less

H=$1,001 - $2,500

C=$2501 - $5,000

D=$5,001 - $15,000

E=$15,001 - $50,000

(See Columns BI and D4)

F +$50,001 - $100,000

Gi =$100,001 - $1,000,000

HI “51,000,001 - $5,000,000

H2 “More than $5,000,000

2. Vahse Codes

1 -515.000 or less

K =$15,001 - $50,000

=$50,001 - $100,000

M =$100,001 - $250,000

N=$250,001 « $500,000

O=S500,001 «$1,000,000

P1=S1000001 « $5,000,000

P2 85,000,001 - $25,000,000

(See Columns C1 and D3)

P3=S25,000,00 1 - $30,000,000

2 =More thas $40,000,000

3. Value Method Codes

Q “Appraisal

R ~Cast (Real Esate Only)

“Assessment

T =Cush Market

(See Columa C2)

~Hook Value

NV ~Oxher

W ~Estimiod

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14726. Public record. Not legal advice.