Carolyn Dineen King
2018Annual
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What was filed
89
investments
4
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- issuer
- Issuer
- THE CENTER FOR THOMISTIC STUDIES, UNIVERSITY OF SAINT THOMAS
- UNIVERSITY OF SAINT THOMAS
- BAYLOR COLLEGE OF MEDICINE
- CHI ST. LUKE'S HEALTH BAYLOR COLLEGE OF MEDICINE MEDICAL CENTER
- STATE OF TEXAS, JUDICIAL RETIREMENT
As filed
BBVA Compass Bank Houston, TX (Money Market) — Interest
LP. 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 — istrnibution
RB — Int/Div
T. Rowe Price New Era Fund — Distribution
10. — Int/Div
Northwestern Mutual Whole Life Policies See Part VIII — Int/Div
Abbott Labs Common Stock — Int/Div
Minots Tool Works Inc Common Stock — Int/Div
Procter & Gamble Common Stock — Int/Div
Northwestern Mutual Variable Annuity Policy (Son, Annuitant) — None
Tarrant Cnty Tex Hea B LTH FACS Dev Corp $% Bonds - Due 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
Phoenix AZ Rev. 5% Bonds Due 7/1/2018 — Interest — Redeemed — issuer
Chevron Comp. — Int/Div
Roval Dutch Shell — Int/Div
Dallas Cnty TX Cnty College GO 5% Bonds Due 2/1521 — Interest — Redeemed — Issuer
Massachusetts GO 5.25% Bonds Due R1202) — 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 601/23 — Interest
Texas GO Senes B Bond 4% Due 401/24 — Interest
Arkansas GO Higher Ed Bond 4% Due 6124 — Interest
Stifel Bank & Trust - cash account — Interest
American Express Centurion Bank-cash account — Interest — Closed
Dreyfus Appreciation Fund (401(k)) — Int/Div — 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
Comwlth Fing Auth PA Bond 5% Due 6125 — Interest
Lumberton TX Mud Util Sys Rev Bond 5% Due 8/1520 — Interest — Buy
Galveston County TX Mud 44 Bond 5% Due 9/1/23 — 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 2008 S (401k) — None — Buy
SPOUSE HOLDINGS LISTED BELOW
Compass Bank (Houston) — None
Rovalty (Hendrix) Pecos County, Texas — Rovalty
Mmerals (Rock Chiff Energy formerly Samson) Nacogdoches County, Texas — Rovalty
Mmerals (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
Minerals (Patara & Gulf Coast) Shelby County, Texas — Rovalty
Mmerals 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 Bond — Interest
Texas GO Series B Bond 4% Due 4/01/24 — Interest
Apple Common Stock — Int/Div
Walt Disney Common Stock — Int/Div
Arkansas St. Bond — 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 (CCI 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
MEMBER OF ADVISORY BOARD, THE CENTER FOR THOMISTIC STUDIES, UNIVERSITY OF SAINT THOMAS
MEMBER OF PRESIDENTS BOARD OF ADVISORS, UNIVERSITY OF SAINT THOMAS
MEMBER & VICE CHAIR, BOARD OF TRUSTEES; MEMBER. } EXECUTIVE COMMITTEE, BAYLOR COLLEGE OF MEDICINE
MEMBER OF THE BOARD OF DIRECTORS (resigned on May 30, 2018), CHI ST. LUKE'S HEALTH BAYLOR COLLEGE OF MEDICINE MEDICAL CENTER
Spouse's income — 2018 — STATE OF TEXAS, JUDICIAL RETIREMENT
In response to Part VII £1 1C, | have reported the aggregate cash surrender value for the whole life policies. In response to Part VII £118, | have 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#60 - Rock Cliff Energy formerly Samson
Part VII#70 - This year no royalty was received
Part VII#T1 - This year no royalty was received.
Part VII #83 - Amplify Energy formerly Memorial Production
Part VII #84-85 - Judge Reaviey believes that these last two royalty interests are only name changes from assets previously listed in the annual reports; they are
not newly acquire in 2018; however, Judge Reavley does not have the information necessary to be able to correlate these interests to previously reported mineral
operator names that generated income in 2018.
I am married to Circuit Judge Thomas M. Reavley.
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.