# Simeon Timothy Lake 3

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15593

## Record

- **Judge:** Simeon Timothy Lake 3
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 10

## Text

Rental Property #1-Houston, TX — Rent
Rental Property #2-Houston, TX — Rent
Rental Property #3-Houston, TX — Rent
Rental Property #4-Houston, TX — Reat
Property-Washington Cty, TX — Rent
Bank of Texas Account — Interest
Royalty Interest, Washington Cnty, TX — Rovalty
Memill Lynch Money Mkt Acct (Bank of America) — Interest
AT&T Inc. Common Stock (IRA) — Int/Div
Novartis ADR (IRA) — Int/Div
IBM Corp. Common Stock (IRA) — Int/Div
General Electric Common Stock (IRA) — Int/Div
Intel Corp. Common Stock (IRA) — Int/Div
Nestle Corp. ADR (IRA) — Int/Div
Dr. Reddy's Lab ADR (IRA) — Int/Div
Johnson & Johnson Inc. Common Stock (IRA) — Int/Div
Procter & Gamble Inc. Common Stock (IRA) — Int/Div
Microsoft Common Stock (IRA) — Int/Div
Glaxo Smith Kline PLC Common Stock (IRA) — Int/Div
McCormick Inc. Non-Voting Common Stock (IRA) — Int/Div
Phizer Inc. Common Stock (IRA) — Int/Div
Unilever PLC ADR (IRA) — Int/Div
3M Company Common Stock (IRA) — Int/Div
Exxon Common Stock — Int/Div
AT&T Inc. Common Stock — Int/Div — Buy (add'l)
Abbott Labs Common Stock — Int/Div
Abbvie Inc. Common Stock — Int/Div
Fidelity Money Mkt Account — Interest
Kraft Heinz Co. (formerly Kraft Foods Group, Inc.) — Int/Div
Texas Water Assistance Board Bond — Interest — Redeemed
Williamson County Toll Bond — Interest — Redeemed
Mondelez Intemational, Inc. Common Stock — Int/Div
Cisco Systems Inc — Int/Div
Nuveen MuniValve Fund — Int/Div
TRUST #2
Exxon Corp. Common Stock — Int/Div
Abbott Labs Common Stock — Int/Div
Abbvie Inc. Common Stock — Int/Div
General Electric Common Stock — Int/Div
Tarrant Co. Tx HFD Bond (See VIL n.2) — Interest
PPL Corp. Common Stock (See VII, n.2.) — Int/Div
Coca Cola Company Common Stock (See Vil. a2) — Int/Div
Kraft Heinz Co. Common Stock (See VIII, n2) — Int/Div
Intel Corp. Common Stock (See VIL n.2.) — Int/Div
Jotmson & Johnson Common Stock (See VIL. a2) — Int/Div
Microsoft Corp. (See VIL on. 1&2.) — Int/Div
SPDR ETF (See VIL. n2) — Int/Div
Caterpillar Inc. (See VII, n.2.) — Int/Div
Proctor & Gamble Co. (See VIII. n.2.) — Int/Div
Apple Inc. (See VIII, n.1.) — Int/Div
Bristol-Meyers Squib Common Stock (See Vill.nl) — Int/Div
Conagra Foods Inc. Common Stock (See VIL a1) — Int/Div
Neogenomics, Inc. Common Stock (See VIL. a1) — None
PPL Corp. (See VIII, n.1.) — Int/Div
Lamb Weston Holdings (See VII, n.1.) — Int/Div
Nuveen Municipal Value Fund (See VIII, nl) — Int/Div
XCEL Energy Inc. Common Stock (See VIL al) — Int/Div
Invesco Advantage Municipal Income Trust (See VIII, n.1.) — Int/Div
Invesco High Yield Municipal Fund C (See VIL. a1) — Int/Div
Invesco Municipal Opportunity Trust (See VIL al) — Int/Div
Nuveen Tax Free Advantage Municipal Fund (See VIIL nn. 1.) — Int/Div
Putnam Tax Free High Yield Fund Class A (See VII. nl) — Int/Div
Wells Fargo Advantage Municipal Bond Fund Class A (See VIL nl.) — Int/Div
Bluebird Bio Inc. Common Stock — None
Celgene Corp. — None
Sangamo-Biosciences, Inc — None
Gilead Sciences Common Stock — Int/Div
Krane Shares TR CSI China Internet ETF — Int/Div
Biogen Idec B11B Common Stock — None
Bioverativ Inc — None — Sold
Verizon Communications — Int/Div
Alibaba Group Holding Ltd — None
First Trust NYSE Arca Biotech — None
Vanguard FTSE All World Ex US Fund — Int/Div — Sold
Invesco QQOQ Tr Unit Series (ETF) — Int/Div — Buy (add'l)
ISHARES S&P S00 Growth ETF — Int/Div
Tencent Holdings Ltd. ADR — Int/Div
Amazon Com. Inc — None — Buy
1. POSITIONS

Page | —- Trust #3 was terminated on February 1, 2018,

VIL INVESTMENTS and TRUSTS

Page §, line 75 — Powershares QQQ Trust Unit Series | (ETF) changed its name to Invesco QQQ Trust Unit Series 1 (ETF).

Note 2: Page 6, lines 40-49 -- Certain assets of TRUST #2 were distributed in 2018 and are now listed as owned by reporting person or [J : and, where

upplicable, ure combined with other assets owned by the reporting person of iN.

Note I: Pages 6-7, lines 46 and 50-63 — TRUST #3 was terminated in 2018, and assets are listed as owned by reporting person; and, where applicable, are

combined with other assets owned by reporting person.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15593. Public record. Not legal advice.
