Thomas Morrow Reavley

2018Annual

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What was filed

  • 89

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Issuer
  • issuer
  • State of Texas, Judicial Retirement
  • Norton Rose Fulbright Defined Benifit Pension

As filed

Compass Bank (Houston) — None

Rovalty (Hendrix) Pecos County, Texas — Rovalty

Minerals (Rock Chiff Energy formerly Samson) Nacogdoches County, Texas — Rovalty

Minerals (Apache) Nacogdoches County, Texas — None

Chase Bank (Houston) — Interest

Minerals (Chesapeake) Nacogdoches County, Texas — None

Fee Land. Llano County, Texas — None

Prudential Insurance Company - Whole Life Policy — Int/Div

Minerals (Indigo) Nacogdoches County. Texas — Rovalty

Vallence Operating Co., Panola County. Texas — Rovalty

Minerals (AETHON) Nacogdoches County, Texas — Rovalty

Mmerals (Patara & Gulf Coast) Shelby County, Texas — Rovalty

Minerals Nacogdoches County, Texas — None

Minerals (XTO) Nacogdoches County, Texas — None

Minerals (Delta Petroleum) Newton County, Texas — None

Texas State Bond 5% Due 10/1/22 — Interest

Brookston Energy, Shelby County Texas — Rovalty

Massachusetts State Bond 5.25% Due 08/01/21 — Interest

Texas GO Series B Bond 4% Due 401/24 — Interest

Apple Common Stock — Int/Div

Walt Disney Common Stock — Int/Div

Arkansas State Bond 4% Due 06/01/24 — Interest

Stifel Bank & Trust - cash account — Interest

American Express Centurion Bank - cash account — Interest — Closed

Minerals (British Petroleum) Panola County, Texas — Rovalty

Minerals (Amplify Energy formerly Memorial Production) Panola Cry TX — Rovalty

Minerals (CDR), Shelby County, Texas — Rovalty

Minerals (CCl Gulf Coast), Nacogdoches County, Texas — Rovalty

Bank of Baroda - cash account — Interest — Open

Stifel Bank - cash account — Interest — Open

American Express National Bank - cash account — Interest — Open

American Express National Bank - cash account — Closed

Spouse Holdings Listed Below

BBVA Compass Bank Houston, TX (Money Market) — Interest

J.P. Morgan Chase Common Stock {formerly J.P, Morgan & Co.) — Int/Div

General Electric Co. Common Stock — Int/Div

IBM Common Stock — Int/Div

Exxon Mobil Corp. Common Stock — Int/Div

BBVA Compass Bank Checking Account — None

T. Rowe Price Small Cap Value Fund — Distribution

41 — Int/Div

T. Rowe Price New Era Fund — Distribution

43 — Int/Div

Northwestern Mutual Whole Life Policies See Part VIII — Int/Div

Abbott Labs Common Stock — Int/Div

Nimois Tool Works Inc Common Stock — Int/Div

Proctor & Gamble Common Stock — Int/Div

Northwestern Mutual Variable Annuity Policy (Son, Annuitant) — None

Tarrant Cnty Tex Hea B LTH FACS Dey Corp 5% Bonds-12/1/2019 — Interest — Redeemed — Issuer

Northwestern Mutual Insurance Service Account — Interest

Glaxosmithkline PLC — Int/Div

Texas GO 5% Bonds Due 10/1/2019 — Interest

Phoemx AZ Rev. 5% Bonds Due 7/1/2018 — Interest — Redeemed — issuer

Chevron Comp. — Int/Div

Royal Dutch Shell — Int/Div

Dallas Cnty TX Cnty College GO 5% Bonds Due 2/1521 — Interest — Redeemed — issuer

Massachusetts GO 5.25% Bonds Due R172021 — Interest

Caterpillar Common Stock — Int/Div

Abbvie Inc. Common Stock — Int/Div

Home Depot Common Stock — Int/Div

Microsoft Common Stock — Int/Div

Apple Common Stock — Int/Div

Walt Disney Common Stock — Int/Div

Wisconsin Clean Water Bond 4% Due an — Interest

Texas GO Senes B Bond 4% Due 401/24 — Interest

Arkansas GO Higher Ed Bond 4% Due 61724 — Interest

Stifel Bank & Trust - cash account — Interest

American Express Centurion Bank - cash account — Interest — Closed

Dreyfus Appreciation Fund (401(k)) — Int — Sold (part)

Fidelity Contra Fund (401(k)) — None — Sold (part)

Vanguard Prime MM (401(k)) — Int/Div — Sold (part)

FIAM Index TD 2005 U (401(k)) — None — Closed

Vanguard High Dividend Yield ETF — Int/Div

Harris County TX Met Tran Bond 5% Due 11126 — Interest

Oklahoma Dev Fin Auth Bond 5% Due a2 — Interest

Comwith Fing Auth PA Bond 5% Due 6128 — Interest

Lumberton TX Mud Ul Sys Rev Bond 5% Due 8/1520 — Interest — Buy

Galveston County TX Mud 44 Bond 5% Due 91/23 — Interest — Buy

College Station TX Indpt Sch Dist Bond 5% Due 8/15/25 — Interest — Buy

Connecticut ST ETC Ser E 5% Due 115826 — Interest — Buy

Pennsylvania ST RFDG 2nd Ser B/E 5% Due 1/1528 — Interest — Buy

Stifel Bank - cash account — Interest — Open

American Express National Bank - cash account — Interest — Open

American Express National Bank - cash account — Closed

Bank of Baroda - cash account — Interest — Open

Bank of Baroda - cash account — Closed

FIAM Index TD 2005 V (401(k)) — None — Buy

FIAM Index TD 2005 V (401(k)) — Closed

FIAM Index TD 2005 S (401k) — None — Buy

Income — 2018 — State of Texas, Judicial Retirement — $64,650.72

Spouse's income — 2018 — Norton Rose Fulbright Defined Benifit Pension

I am married to Circuit Judge Carolyn Dineen King.

In response to Part VII #44C, Judge King has reported the aggregate cash surrender value for the whole life policies, In response to part VII #44B, Judge King has

shown the aggregate amount of the dividends on those policies, which are used to pay the premiums and increase the cash surrender value.

Part VII #3 « Rock Chiff Energy formerly Samson

Part VII £13 - This year no royalty was received

Part VII £14 - This year no royalty was received

Part VII #26 - Amplify Energy formerly Memorial Production

Part VII #27-2% - | believe that these last two royalty interests are only name changes from assets previously listed in the annual reports; they are not newly

acquired in 2018; however, | do not have the information necessary to be able to correlate these interests to previously

reported mineral operator names that generated income in 2018,

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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Thomas Morrow Reavley | Frix