Barbara J. Houser

2011Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 284

    investments

  • 8

    positions

  • 2

    gifts

  • 0

    agreements

  • 0

    debts

  • 11

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • National Bankruptcy Conference
  • American Bar Foundation
  • Texas Bar Foundation
  • John C. Ford American Inn of Court
  • American Bankruptcy Institute
  • Dallas Legal Hospice n/k/a Legal Hospice of Texas
  • National Conference of Bankruptcy Judges
  • Veronica Cox
  • Glenn Cox
  • Insolvency und Restructuring Confederacy
  • Bankruptcy
  • American Bankruptcy g Institute
  • American Law Institute) American Bar Association
  • Gy Ta of Alabama State Bar Association
  • Advanced Consumer Bankruptcy Practice Institute
  • Bankruptcy Judges
  • LEER EA ARIS Es, Institute

As filed

Technical Commumcations common stock — Int/Div

Centenmal Bank CD — Interest — Redeemed

First Federal Bank of CA n/k/a One West Bank CD — Interest — Redeemed

State Bank of Texas CDs — Interest — Sold (part)

Hodges Fund — None — Sold

Evergreen US Govt Money Market Fund — Interest — Closed

Bank of America (vanous accounts) — Interest

Capitol One FSB CD — Interest

First Community Bank CD — Interest — Redeemed

Key Bank CD — Interest

resent interest Trost TR — None

Wal-Mart Stores. Inc. common stock — Int/Div

Discover Bank CD — Interest

Indy Mac Bank wk/a One West Bank CD — Interest — Redeemed

Washington Federal Savings Bank CDs — Interest

Washington Federal Savings Bank CD — Interest — Redeemed

INGCD — Interest

Interstate Netbank CD n/k/a Customers Bank — Interest

Jefferson Bank CD n/a Mid-South Bank — Interest

Acacia Federal Savings Bank CD — Interest

Wachovia Bank CD w'k/a Wells Fargo — Interest

Imtervest National Bank CD — Interest

Flagstar Bank CD — Interest

Nexity Bank CD n/k/a Alostar Bank — Interest

Exchange Bank CD — Interest

Washington Mutual Bank CD n/k/a Chase Bank — Interest

Ascencia Bank CDs — Interest — Redeemed

GMAC Bank (various accounts) n/k/a Ally Bank — Interest

Transportation Alliance Bank CD — Interest

Am Trust Direct n/k/a New York Community Bank CD — Interest

Tennessee Commerce Bank CD — Interest — Redeemed

Patriot Bank CDs — Interest

Great Western Bank CDs — Interest

Highlands Bank CD — Interest — Redeemed

Third Federal Bank CD — Interest

Om American Bank CD — Interest

ElLoan Bank CD — Interest

On Bank CD — Interest

Equity Bank CDs n/k/a Triumph Savings Bank — Interest

Salem SCD — Interest

Zions Bank CD — Interest

Park Cities Bank CDs — Interest — Sold (part)

Park Cities Bank CDs — Sold (part)

View Point Bank CD — Interest

Nexbank CD — Interest — Redeemed

AIG Bank CD — Interest — Redeemed

First United Bank CD — Interest — Redeemed

Community Trust Bank of Texas CD — Interest

Community Trust Bank of Texas checking — Interest — Closed

Share Plus Federal Bank CD — Interest

Bank of the Ozarks CD — Interest — Redeemed

Green Bank Money Market — Interest — Open

Brokerage account #

Anheuser-Busch (BUD) Stock — Int/Div — Buy

Automatic Data Processing Inc (ADP) Stock — Int/Div — Buy

Berkshire Hathaway Inc (BRKB) common stock — None — Buy

Berkshire Hathaway Inc (BRKB) common stock — Buy (add'l)

BHP Billiton L 1D (BHP) common stock — Int/Div — Buy

Bristol Myers Squibb (BMY) common stock — Int/Div — Buy

Coca-Cola (KO) common stock — Int/Div — Buy

Emerson Electric (EMR) common stock — Int/Div — Buy

Exxon Mobil (XOM) common stock — Int/Div — Buy

HJ Heinz (HNZ) common stock — Int/Div — Buy

Hershey (HSY) common stock — Int/Div — Buy

Imperial Oil LTD (IMO) common stock — Int/Div — Buy

Intl Business Machines (IBM) common stock — Int/Div — Buy

Intl Business Machines (IBM) common stock — Buy (add'l)

Intl Flavors & Fragrances (1FF) commons stock — Int/Div — Buy

Johnson & Johnson (JNJ) common stock — Int/Div — Buy

Microsoft (MSFT) common stock — Int/Div — Buy

Microsoft (MSFT) common stock — Buy (add'l)

Monsanto (MON) common stock — Int/Div — Buy

Nestle SA INSRGY) common stock — Int/Div — Buy

Nestle SA INSRGY) common stock — Buy (add'l)

PPG Industries (PPG) common stock — Int/Div — Buy

Pepsico (PEP) common stock — Int/Div — Buy

Procter & Gamble (PG) common stock — Int/Div — Buy

Sigma-Aldrich (SIAL) common stock — Int/Div — Buy

IM (MMM) common stock — Int/Div — Buy

IM (MMM) common stock — Buy (add'l)

United Parcel Service (UPS) common stock — Int/Div — Buy

Wal Mart Stores (WMT) common stock — Int/Div — Buy

Ishares MSCI Emerging MKts Index FD (EEM) — Int/Div — Buy

Mead Johnson Nutrition common stock — Int/Div — Buy

Mead Johnson Nutrition common stock — Sold

Brokerage Account # 2

Bristol Myers Squibb (BMY ) common stock — Int/Div — Buy

Conoco Phillips (COP) common stock — Int/Div — Buy

HJ Heinz (HNZ) common stock — Int/Div — Buy

Brokerage Account # 3

Blackrock National Mutual Fund — Int/Div — Buy

Blackrock National Mutual Fund — Buy (add'l)

Blackrock National Mutual Fund — Buy (add'l)

Blackrock National Mutual Fund — Buy (add'l)

Blackrock National Mutual Fund — Buy (add'l)

Blackrock National Mutual Fund — Buy (add'l)

Blackrock National Mutual Fund — Buy (add'l)

Blackrock National Mutual Fund — Buy (add'l)

Blackrock National Mutual Fund — Buy (add'l)

Blackrock National Mutual Fund — Sold (part)

Oppenheimer Gold and Special Minerals Fund — None — Buy

Oppenheimer Gold and Special Minerals Fund — Buy (add'l)

Oppenheimer Gold and Special Minerals Fund — Buy (add'l)

Oppenheimer Gold and Special Minerals Fund — Buy (add'l)

Oppenheimer Gold and Special Minerals Fund — Sold (part)

Oppenheimer Gold and Special Minerals Fund — Buy (add'l)

Oppenheimer Gold and Special Minerals Fund — Buy (add'l)

Oppenheimer Gold and Special Minerals Fund — Buy (add'l)

Oppenheimer Gold and Special Minerals Fund — Sold

DWS Intrmd Tax/Amt Free Mutual Fund — Int/Div — Buy

DWS Intrmd Tax/Amt Free Mutual Fund — Buy (add'l)

DWS Intrmd Tax/Amt Free Mutual Fund — Buy (add'l)

DWS Intrmd Tax/Amt Free Mutual Fund — Buy (add'l)

DWS Intrmd Tax/Amt Free Mutual Fund — Buy (add'l)

DWS Intrmd Tax/Amt Free Mutual Fund — Buy (add'l)

DWS Intrmd Tax/Amt Free Mutual Fund — Buy (add'l)

DWS Intrmd Tax/Amt Free Mutual Fund — Buy (add'l)

Rydex/SGI Mid Cap Value Fund — None — Buy

Rydex/SGI Mid Cap Value Fund — Buy (add'l)

Rydex/SGI Mid Cap Value Fund — Buy (add'l)

Rydex/SGI Mid Cap Value Fund — Buy (add'l)

Rydex/SGI Mid Cap Value Fund — Buy (add'l)

Rydex/SGI Mid Cap Value Fund — Buy (add'l)

Rydex/SGI Mid Cap Value Fund — Buy (add'l)

Rydex/SGI Mid Cap Value Fund — Sold

Allianz NF) Dividend Value Fund — Int/Div — Buy

Allianz NF) Dividend Value Fund — Buy (add'l)

Allianz NF) Dividend Value Fund — Buy (add'l)

Allianz NF) Dividend Value Fund — Buy (add'l)

Allianz NF) Dividend Value Fund — Buy (add'l)

Allianz NF) Dividend Value Fund — Buy (add'l)

Allianz NF) Dividend Value Fund — Buy (add'l)

Allianz NF) Dividend Value Fund — Sold

Lord Abbett Intermediate Tax Free Fund — Int/Div — Buy

Lord Abbett Intermediate Tax Free Fund — Buy (add'l)

Lord Abbett Intermediate Tax Free Fund — Buy (add'l)

Lord Abbett Intermediate Tax Free Fund — Buy (add'l)

Lord Abbett Intermediate Tax Free Fund — Buy (add'l)

Lord Abbett Intermediate Tax Free Fund — Buy (add'l)

Lord Abbett Intermediate Tax Free Fund — Buy (add'l)

Lord Abbett Intermediate Tax Free Fund — Buy (add'l)

Ivy Asset Strategy Fund — None — Buy

Ivy Asset Strategy Fund — Buy (add'l)

Ivy Asset Strategy Fund — Buy (add'l)

Ivy Asset Strategy Fund — Buy (add'l)

Ivy Asset Strategy Fund — Buy (add'l)

Ivy Asset Strategy Fund — Buy (add'l)

Ivy Asset Strategy Fund — Buy (add'l)

Ivy Asset Strategy Fund — Sold

Hartford Capital Appreciation Fund — None — Buy

Hartford Capital Appreciation Fund — Buy (add'l)

Hartford Capital Appreciation Fund — Buy (add'l)

Hartford Capital Appreciation Fund — Buy (add'l)

Hartford Capital Appreciation Fund — Buy (add'l)

Hartford Capital Appreciation Fund — Buy (add'l)

Hartford Capital Appreciation Fund — Buy (add'l)

Hartford Capital Appreciation Fund — Sold

Artio International Equity Fund 11 — None — Buy

Artio International Equity Fund 11 — Buy (add'l)

Artio International Equity Fund 11 — Buy (add'l)

Artio International Equity Fund 11 — Buy (add'l)

Artio International Equity Fund 11 — Sold

Mainstay Large CapGrowth Fund — None — Buy

Mainstay Large CapGrowth Fund — Buy (add'l)

Mainstay Large CapGrowth Fund — Buy (add'l)

Mainstay Large CapGrowth Fund — Buy (add'l)

Mainstay Large CapGrowth Fund — Buy (add'l)

Mainstay Large CapGrowth Fund — Buy (add'l)

Mainstay Large CapGrowth Fund — Buy (add'l)

Mainstay Large CapGrowth Fund — Sold (part)

Oppenheimer Rising Dividends Fund — Int/Div — Buy

Oppenheimer Rising Dividends Fund — Buy (add'l)

Oppenheimer Rising Dividends Fund — Buy (add'l)

Oppenheimer Rising Dividends Fund — Buy (add'l)

Oppenheimer Rising Dividends Fund — Buy (add'l)

Oppenheimer Rising Dividends Fund — Buy (add'l)

Oppenheimer Rising Dividends Fund — Buy (add'l)

Oppenheimer Rising Dividends Fund — Sold

Columbia Value & Restructuring Fund — Int/Div — Buy

Columbia Value & Restructuring Fund — Buy (add'l)

Columbia Value & Restructuring Fund — Buy (add'l)

Columbia Value & Restructuring Fund — Buy (add'l)

Columbia Value & Restructuring Fund — Buy (add'l)

Columbia Value & Restructuring Fund — Buy (add'l)

Columbia Value & Restructuring Fund — Buy (add'l)

Columbia Value & Restructuring Fund — Sold

T Rowe Price Summit Muni Intermediate Fund — Int/Div — Buy

T Rowe Price Summit Muni Intermediate Fund — Buy (add'l)

T Rowe Price Summit Muni Intermediate Fund — Buy (add'l)

T Rowe Price Summit Muni Intermediate Fund — Buy (add'l)

T Rowe Price Summit Muni Intermediate Fund — Buy (add'l)

T Rowe Price Summit Muni Intermediate Fund — Buy (add'l)

T Rowe Price Summit Muni Intermediate Fund — Buy (add'l)

T Rowe Price Summit Muni Intermediate Fund — Buy (add'l)

MFS Value Fund — None — Buy

MFS Value Fund — Buy (add'l)

MFS Value Fund — Buy (add'l)

MFS Value Fund — Buy (add'l)

MFS Value Fund — Buy (add'l)

MFS Value Fund — Buy (add'l)

MFS Value Fund — Buy (add'l)

MFS Value Fund — Sold

Henderson International Opportunities Fund — None — Buy

Henderson International Opportunities Fund — Buy (add'l)

Henderson International Opportunities Fund — Buy (add'l)

Henderson International Opportunities Fund — Buy (add'l)

Henderson International Opportunities Fund — Buy (add'l)

Henderson International Opportunities Fund — Buy (add'l)

Henderson International Opportunities Fund — Buy (add'l)

Henderson International Opportunities Fund — Sold

Alliance NF) International L Value Fund — Int/Div — Buy

Alliance NF) International L Value Fund — Buy (add'l)

Alliance NF) International L Value Fund — Buy (add'l)

Alliance NF) International L Value Fund — Buy (add'l)

Alliance NF) International L Value Fund — Sold

Dreyfus Appreciation Fund — Int/Div — Buy

Dreyfus Appreciation Fund — Buy (add'l)

Cambiar Opportunity Fund — Int/Div — Buy

Eaton Vance NTL Ltd Maturity Mum Fund — Int/Div — Buy

Federated Strategic Value Dividend Fund — Int/Div — Buy

Legg Mason Western Asset Municipal High Income Fund — Int/Div — Buy

Permanent Portfolio Fund — None — Buy

Brokerage Account ¥ 4

Tembleton Global Bond Fund — Int/Div — Buy

1 P Morgan Strategic Income Opportunity Fund — Int/Div — Buy

Pimco Emerging Local Bond Fund — Int/Div — Buy

Lord Abbot Floating Rate Fund — Int/Div — Buy

Lord Abbot Floating Rate Fund — Sold

Lord Abbott Short Duration Income Fund — Int/Div — Buy

Oppenhemmer International Bond Fund — Int/Div — Buy

pail — Sold

1 P Morgan Mortgage Backed Securities Fund — Int/Div — Buy

Transamerica Aegon High Yield Bond Fund — Int/Div — Buy

SPDRGold Trust Fund — None — Buy

SPDRGold Trust Fund — Sold

SPDRGold Trust Fund — Buy (add'l)

Shares S & P Europe 350 Index Fund — None — Buy

Shares S & P Europe 350 Index Fund — Sold

IShares Trust Dow Jones US Utils Sector Index Fund — None — Buy

IShares Trust Dow Jones US Utils Sector Index Fund — Sold

IShares Trust Dow Jones US Real Estate Index Fund — None — Buy

IShares Trust Dow Jones US Real Estate Index Fund — Sold (part)

IShares RS 2000 Growth Index Fund — None — Buy

IShares RS 2000 Growth Index Fund — Sold

First TR Consumer Discrt Alphadex Fund — None — Buy

First TR Consumer Discrt Alphadex Fund — Sold

IShares Barchlays MBS Bond Fund — Int/Div — Buy

IShares Barchlays MBS Bond Fund — Buy (add'l)

Vanguard FTSE All World Ex US Fund — None — Buy

Vanguard FTSE All World Ex US Fund — Sold

IShares Barclays 1-3 Year Credit Fund — Int/Div — Buy

IShares Barclays 1-3 Year Credit Fund — Buy (add'l)

IShares Barclays 1-3 Year Credit Fund — Buy (add'l)

IShares Barclays 1-3 Year Credit Fund — Sold (part)

IShares Barclays 1-3 Year Credit Fund — Sold (part)

IShares Barclays 1-3 Year Credit Fund — Buy (add'l)

Powershares Exchange Traded Fund — None — Buy

Powershares Exchange Traded Fund — Sold

Vanguard MSCI Emerging Markets ETF — None — Buy

Vanguard MSCI Emerging Markets ETF — Sold

Vanguard Energy ETF — None — Buy

Vanguard Energy ETF — Sold

Vanguard Health Care ETF — None — Buy

Vanguard Health Care ETF — Sold

Vanguard Information Tech ETF — None — Buy

Vanguard Information Tech ETF — Sold

IShares Barclays Tips Bo Protected Secs Fund — Int/Div — Buy

IShares Barclays Tips Bo Protected Secs Fund — Sold

Shares Barclays Aggrgt Aggregate BD Fund — Int/Div — Buy

Shares Barclays Aggrgt Aggregate BD Fund — Buy (add'l)

bid] — Buy (add'l)

bid] — Sold (part)

IShares MSCI EAFE Index Fund — None — Buy

IShares MSCI EAFE Index Fund — Sold

Elements Rogers TR SV=4126.81 — None — Buy

Elements Rogers TR SV=4126.81 — Buy (add'l)

Elements Rogers TR SV=4126.81 — Sold

Elements Rogers TR SV=4126.81 — Buy (add'l)

Elements Rogers TR SV=4126.81 — Sold

SPDR Barclay Capital High Yield Bond Fund — Int/Div — Buy

Vanguard Total Bond MKT Fund — Int/Div — Buy

Shares Barclays 3-7 Year Bond Fund — Int/Div — Buy

Shares Barclays 20+ Year — Int/Div — Buy

Shares Barclays 20+ Year — Sold

Trustee

Fellow, National Bankruptcy Conference

Fellow, American Bar Foundation

Fellow, Texas Bar Foundation

Master, John C. Ford American Inn of Court

Member: Member of Board of Directors, American Bankruptcy Institute

Chair of Bourd of Directors, Dallas Legal Hospice n/k/a Legal Hospice of Texas

Member, National Conference of Bankruptcy Judges

Gift — Veronica Cox — Cash gift — $12,500.00

Gift — Glenn Cox — Cash gift — $12,500.00

Reimbursement — Insolvency und Restructuring Confederacy — program

Reimbursement — Bankruptcy — ati beg rl yg — of College and speak at educational program — wl’ IY ARR RA A EY OG A IE ER Rn el

Reimbursement — American Bankruptcy g Institute — March 31-April 3 — Washington DC — Attend and speak at ABI Spring Conference — Transportation, Lodging, and Meals

Reimbursement — American Law Institute) American Bar Association — April 27-30 — Philadelphia, PA — Speak at bankruptcy conference — Transportation, Lodging, and Meals

Reimbursement — National Conference of Bankruptcy Judges — June 3-5 — Columbia, SC — Attend wedding of NCBJ Executive Director — Transportation, Lodging, and Meals

Reimbursement — Gy Ta of Alabama State Bar Association — hal, gop Amt conference

Reimbursement — Advanced Consumer Bankruptcy Practice Institute — July 20-23 — Albuquerque, NM — Receive NITA triining to teach at future institutes — Transportation, Lodging, and Meals

Reimbursement — Bankruptcy Judges — reception sponsared sore d by NCBJ, FJA, and FMJA — MEE RCC ARNT

Reimbursement — Bankruptcy Judges — NCBJ and speak at the conference

Reimbursement — National Bankruptcy Conference — November 9-12 — Washmgton DC — Attend annual meeting of NBC — ransportation, Lodgmg, and Meals

Reimbursement — LEER EA ARIS Es, Institute — conference and speak at education program — pam taal ® Et aD Ey A iwi YR REA Petter re mw

Part VII, line 11 - This trust has no assets,

Part VII, line 53 == This account contains (or contained) the stocks listed in lines 54-85,

Part VII, line 86 - This account contains the stocks listed in lines 87-89.

Part VIL, line 90 - This account contains (or contained) the mutual funds listed in lines 91-222.

Part VII, line 223 -- This account contains (or contained) the mutual funds listed in lines 224-284.

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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