Ronald A. White

2018Annual

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Pull out the substance of this filing.

What was filed

  • 129

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Oklahoma Bar Association
  • Federal Judges’ Association
  • Indian Nations Council, Boy Scouts of America
  • Spinning Leaf, LLC
  • Trust (CEW)

As filed

Avanos Medical — None

OG&E common stock — Int/Div

Bank of Oklahoma - Accounts — Interest

120 Ac. Real Estate, Okmulgee County, OK, 7/24/94 $54,000.00 — None

Northwestern Mutual Whole Life Policy Cash Value — Int/Div

METLIFE GROUP VARIABLE UNIVERSAL LIFE POLICY (H)

Fidelity Index 500 - Pooled Equity Fund — Int/Div

MFS Emerging Growth - Pooled Equity Fund — Int/Div

Deutsche CROC! Intl VIP — Int/Div

T. Rowe Price Balanced - Pooled Equity Fund — Int/Div

MERRILL LYNCH IRA #1 (H)

Columbia Acom Fund — None

Energy Transfer Partners(publicly traded partnership units) — Int/Div

Bank of America, NA RASP — Interest

ISHARES MSC EAFE — Int/Div

SPDR S&P S00 ETF Trust — Int/Div

MERRILL LYNCH IRA #2 (H)

Alliance Resources publicly traded partnership units — Int/Div

Citigroup common stock — Int/Div

GE common stock — Int/Div

H&R Block common stock — Int/Div

HP Inc — Int/Div

Johnson & Johnson common stock — Int/Div

Lancaster Colony Corp. common stock — Int/Div

Lehman Bros Hidgs Inc. common stock — None

Magellan Midstream publicly traded partmership units — Int/Div

Occidental Petroleum Corp. common stock — Int/Div

ONEOK common stock — Int/Div

Pfizer common stock — Int/Div

SPDR S&P S00 ETF Trust — Int/Div

Williams Cos. common stock — Int/Div

WPX Energy Inc — None

California Resources — None

OneGas — Int/Div

BA CA NA. RASP (Cash account) — Interest

Bank of America, N.A. RASP (Cash account) — Interest

Hewlett Packard Enterprise — Int/Div

DXC Techology — Int/Div

Micro Focus Intl -SPN — Int/Div

Perspecta Inc — None — from line 17)

STIFEL NICOLAUS (H)

Bank of Oklahoma common stock — Int/Div

GE common stock — Sold

Oneok Inc. New — Int/Div

Sufel Nicolaus Money Market — Interest

Harbor Intemational Mutual Fund — Int/Div

Johnson & Johnson — Int/Div

OGE Energy Comp. — Int/Div

Oklahoma Dev. Fin. Auth — Redeemed

Pfizer Inc — Int/Div

Phillips 66 — Int./hv

SPDR S&P S00 ETF Trust Mutual Fund — Int/Div

Sufel Bunk & Trust (Bank deposit) — Int/Div

Wilhams Cos Inc Del — Int/Div

Williams Partners LP — with line 53)

Allianzgi Income & Growth — Int/Div

Federated Capital Income — Int/Div

First Eagle Global — Int/Div

Oklahoma St Mun Pwr Auth — Int/Div

Oklahoma St Cap Impt Auth St — Int/Div

Oklahoma St Wir Res Brd — Int/Div

Eagle MLP Strategy Mutual Fund — Sold

Mainstay Cushing MLP Mutual Fund — Int/Div — Buy (add'l)

One Gas Inc — Donated

Sector Energy Select — Int/Div

Tulsa, OK CUSIP 899645ZH (general obligation municipal bond) — Int/Div

Oklahoma City OK CUSIP 678519WHS (general obligation municipal boud) — Int/Div

Tulsa OK Pub Facs Auth LSE (municipal bond) — Int/Div

American Express Centurion (cash account) y)

Nationwide Bank (cash account) (v)

Tulsa OK Pub Facs Auth Cap Impt — Int/Div — Buy

Pimco Income — Int/Div — Buy

Yorktown Short Term Bond — Int/Div — Buy

MERRILL LYNCH ROTH IRA #3 (H)

Bank of America, NA RASP — Interest

SPDR S&P S00 ETF Trust — Int/Div

ISHARES MSC EAFE — Int/Div

ISHARES MSC! Emerging Mkts — Int/Div

Spinning Leaf, LLC, real estate, Summit Co, CO 17212013, $150,000 — None

MERRILL LYNCH IRA (CEW Trust) (H)

Bank Hawaii Corp — Int/Div

Boeing Company — Int/Div

Entergy Corp. — Int/Div

FNMA (Corporate Bonds) — Interest

FNMA (Govi/Agency Securities) — Interest

GNM (Govi/Agency Securities) — Interest

Magellan Midstream — Int/Div

Oneok Inc — Int/Div

Bank of America NA RASP (cash account) — Interest

One Gas Inc — Int/Div

MERRILL LYNCH (CEW Trust) (H)

American Elec Power Co — Int/Div

AT&T Ine — Int/Div

Centurvlink Inc — Int/Div

Ford Motor Co — Int/Div

General Electric — Int/Div

Grand River Dam Auth (Municipal Bonds) — Redeemed

Hanesbrands Inc — Int/Div

Intl Business Machines — Int/Div

JPMorgan Chase & Co — Int/Div

Kimberly Clark — Int/Div

Magellan Midstream — Int/Div

Microsoft Corp — Int/Div

OGE Energy Comp — Int/Div

Oneok Inc — Int/Div

Oklahoma Cnty Okla General Obligation (Municipal Bonds) — Redeemed

Oklahoma MPA Pwr Spply (Municipal Bonds) — Int/Div

Oklahoma Agric-Mech Clg (Municipal Bonds) — Int/Div

Sprint Corp — None

Verizon Communications — Int/Div

Vodafone Grop — Int/Div

ONEGAS — Int/Div

Boeing — Int/Div

Bank of America. NA (cash account) — Interest

Bank of America, CA, NA (cash account) — Interest

FIDELITY (CEW Trust) (H)

Fidelity Municipal Money Market (FTEXX) — Interest

Exxon Mobil Corporation — Int/Div

Paychex Inc — Int/Div

Procter & Gamble — Int/Div

Invesco QQ Tr Unit — Int/Div

SPDR S&P SOO ETF TR — Int/Div

SCHW US LCAP ETF — Int/Div

SCHW US SCAP ETF — Int/Div

Fidelity Govt Money Market (SPAXX) — Interest

Fidelity Capital & Income — Interest — Buy

Fidelity Capital & Income — Buy (add'l)

T Rowe Price Blue Chip Growth — None — Buy

T Rowe Price Blue Chip Growth — Buy (add'l)

Member, Oklahoma Bar Association

Member, Federal Judges’ Association

Executive Board Member, Indian Nations Council, Boy Scouts of America

Member, Spinning Leaf, LLC

Co-Trustee, Trust (CEW)

PART VIL INVESTMENTS AND TRUSTS:

LINE 53. Name clanfication to Williams Cos Inc Del.

LINE 54. Williams Partners LP merged with Williams Cos Inc Del on 8/13/18.

LINE 67. Name clarification,

LINES 68, 69 are cash accounts that hold funds on a temporary basis. The filer has no control over when the monies are deposited or transferred in or out of the

uceount.

LINES 79 - 129. Assets held by a trust (CEW), of which Tam Co-Trustee. My interest is future beneficiary,

LINE 115. Halyard Health - name change only to Avanos Medical.

LINE 123. Powershs QQQ Trust Ser | - name change only to Invesco QQQ Tr Unit,

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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