Catharina Haynes

2015Annual

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Pull out the substance of this filing.

What was filed

  • 56

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 5

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Emory University School of Law Alumm Advisory Board (see note mn Section vil
  • Appellate Judges Education Institute (see note in Section VII)
  • Judicial Division/Appellate Judges Conf.
  • Appellate Judges Education Institute
  • Thompson & Kmight Law Partmership Income

As filed

Bank of America Accounts — Interest

Janus Money Fund (see note at VIII) — None

T. Rowe Price (TRP) Prime Reserve Fund — Interest

TRP New Income — Int/Div

IRP International Stock — Int/Div — Buy

TRP New America Growth — Int/Div

TRP Health Science Fund — Int/Div — Buy

TRP Health Science Fund — Buy (add'l)

IRP Tax Efficient Equity — Int/Div — Buy

TRP Tax Free Income — Int/Div — Buy

TRP Tax Free Short Intermediate — Int/Div

IBM — Int/Div

Motorola Solutions Inc. (MSH — Int/Div

Franklin Mutual Shares Class Z — Int/Div — Buy

Janus Fund — Int/Div

TRP Capital Appreciation — Int/Div — Buy

TRP Equity Income Fund — Int/Div — Sold (part)

Vanguard REIT Fund — Int/Div — Buy

Vanguard REIT Fund — Buy (add'l)

Vanguard 500 Index Fund — Int/Div — Buy

Vanguard 500 Index Fund — Buy (add'l)

Vanguard TM Small Cap — Int/Div — Buy

Vanguard TM Small Cap — Buy (add'l)

US EE Savings Bond — Int/Div

TRP Retirement 2020 (IRA) — Int/Div

TRP Retirement 203) (IRA) — Int/Div

Thompson Knight Partnership Equity — None

TX Emp. Ret. Plan (H) see note at VIII)

Vanguard Institutional Fund. — Int/Div

Vanguard Growth Fund — Int/Div

Black Rock Bond Fund — None

State of Tx. Judicial Retirement Equity — Interest

Texas County & District Retirement System — Interest

TRP Small Cap. Value — Int/Div — Buy

Thompson Knight 401K (see note at VIII) (Hy

Vanguard Wellington Fund — Int/Div

Vanguard Institutional Fund — Int/Div

Stable Value Fund — None

Vanguard Target Retirement 2025 — Int/Div

TRP Fmancial Services (IRA) — Int/Div — Sold (part)

TRP Global Stock (IRA) — Int/Div — Sold (part)

TRP Media Telecommunications (IRA) — Int/Div — Sold (part)

TRP New Era (IRA) — Int/Div — Sold (part)

TRP Spectrum Growth (IRA) — Int/Div — Sold (part)

TRP Spectrum Income (IRA) — Int/Div — Sold (part)

TRP Summit Cash (IRA) — Interest — Sold (part)

US i Savings Bond — Interest

Chase Bank Account checking (see note at Section VIII — None

PEBCX (IRA) — Int/Div

PCRCX (IRA) (see note at VII) — Int/Div

PCRAX (IRA) (see note at VII — Int/Div

Amegy Bank - CD — Interest

Citibank Account, CD see note at VIII — Interest — Closed

BB&T Account. CD (transfer from Citibank — Interest — from line 53)

Capital One Bank Account — Interest

Vanguard Inf, Protec. Securities — Int/Div

Advisory Board Member, Emory University School of Law Alumm Advisory Board (see note mn Section vil

Board Member, Appellate Judges Education Institute (see note in Section VII)

Reimbursement — Judicial Division/Appellate Judges Conf. — Judges Conference and related activities — HN eT, TY WC ET

Reimbursement — Judicial Division/Appellate Judges Conf. — ade TEN, eT Te — Leadership Meeting

Reimbursement — Appellate Judges Education Institute — June 21-22, 2015 — Indianapolis, IN — Site visit and related meetings — awtare, hotel

Reimbursement — Judicial Division/Appellate Judges Conf. — bed Bent nde 2r, ey Adel agd — Judges Conference and related activities

Reimbursement — Appellate Judges Education Institute — Aug. 11-13, 2015 — Durham, NC — Site visit and related meetings — artare, hotel, cab

Spouse's income — 2015 — Thompson & Kmight Law Partmership Income

I. Line 1: This disclosure does not seem required by the rules but is made for informational purposes.

Line 2: 1am also Chair-Elect of the Appellate Judges Conference of the Judicial Division of the American Bar Assocation correlative with my AJEI status.

However, this disclosure does not seem required by the rules and is listed for informational purposes.

111. and VIE: recuse from all cases in which Thompson Knight is either a party or represents i party.

VIL Lines 2, 31 and 38: No dividend or distribution was declared or paid in 2015.

Lines 28-31, 35-39: Provided additional detail on accounts.

Lines 35-39: My spouse makes regular payroll deduction contributions (amount J) to this regular 401K fund every paycheck (twice a month) until the maximum

allowable 401K limit is reached. His firm also contributes to this fund as part of his compensation,

Line 47: This is a non-interest bearing checking account reported for information] purposes.

Lines 53 &54: Citibank sold its Texas account business to BB&T, so accounts were transferred on this date us part of that transaction. Thus, there was no "gain"

or “loss” from the standpoint of the accounts, simply a change in ownership of the bank holding the accounts.

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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Catharina Haynes | Frix