Carolyn Dineen King

2018Annual

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Pull out the substance of this filing.

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.

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Carolyn Dineen King | Frix