Ron Clark

What was filed

141
investments
3
positions
0
gifts
1
agreements
0
debts
2
reimbursements
0
income
1
spouse income

Named parties

Estate # 1
529 Acct 1
529 Acct 2
State Bar of Texas (Atty CLE Program)
Baylor University School of Law
Salary, Lamar University

As filed

USAA Mutual Fund USEXX — Interest

USAA Mutual Fund USSPX — Int/Div

Vanguard VMMXX Money Market — Int/Div

Vanguard Windsor Il Fund — Int/Div

Vanguard Mid-cap Index Fund — Int/Div

Vanguard Mutual Funds IRA 1 — Int/Div

Health Care Fund

Windsor Il Fund

Explorer Fund

500 Index Fund

Vanguard Mutual fund IRA 2 - Mid-cap Index Fund — Int/Div

Vanguard Mutual fund IRA 3 - 500 Index Fund — Int/Div

Vanguard Mutual Fund IRA 4 - 500 Index Fund — Int/Div

American Mut. Fund IRA New Perspective Fund — Int/Div

Vanguard Variable Annuity — None

XOM com. stock — Int/Div

U.S. Savings Bond — None

UGTMA Account 1 (XOM com. stk) — Int/Div — Sold (part)

UGTMA Account 1 (XOM com. stk) — Sold

HBW Plaza Ltd. — Distribution

Compass Bank Accounts — Interest

529 Acct 1- American Funds (X) — Int/Div

New Perspective Fund (X) — Buy

New Perspective Fund (X) — Buy (add'l)

New World Fund (X) — Buy

New World Fund (X) — Buy (add'l)

Capital Wrld Grwth & Income (X) — Buy

Capital Wrld Grwth & Income (X) — Buy (add'l)

529 Acct 2 American Funds (X) — Int/Div

New Perspective Fund (X) — Buy

New Perspective Fund (X) — Buy (add'l)

New World Fund (X) — Buy

New World Fund (X) — Buy (add'l)

Capital Wrld Grwth & Income (X) — Buy

Capital Wrld Grwth & Income (X) — Buy (add'l)

AMGN com. stk — None — Sold (part)

AT&T com, stk — Int/Div

AMAT com. stk — Int/Div

ADP. com. stk — Int/Div

CVX com. stk — Int/Div

KO com. stk — Int/Div

ETN com. stk — Int/Div

EMR com. stk — Int/Div

FDX com. stk — None — Donated

HD com. stk — Int/Div

LLY com. stk — Int/Div

MCD com. stk — Int/Div

PEP com stk — Int/Div — Sold (part)

PFE com. stk — Int/Div

SLB com. stk — Int/Div

American Mutual Fund, New Perspective Fund — Int/Div

American Mutual Fund Small Cap World — Int/Div

Dreyfus S&P 500 Index Fund X — Int/Div

BAC Cap. TR XII preferred — Int/Div

Nuveen Arizona Prem. Inc. Muni. Bnd. Fund — Int/Div

Dreyfus AMT-Free Mun. Bnd Fund — Int/Div

Dreyfus Mun. Bnd. Fund — Int/Div

Maricopa Cty AZ bond — Interest — Redeemed

Salt River Prj AZ bonds — Interest

McCallister Academic VLG bonds — Interest

Pima Cty AZ bond — Interest

Coconino &Yavapai Cos AZ bonds — Interest

U.of AZ Cop Brd bond — Interest

Prescott Vly AZ Mun. bond — Interest

Mesa AZ Util Sys bonds — Interest

AZ Health Facs Auth bond — Interest

UBS - RMA Money Mkt X — Interest

awn LEG RA — Int/Div

AT&T com. stk

BP com. stk — Sold

CVX com. stk

XOM com.stk

WRE com. stk

WRI com. stk

Oppenheimer Champ Income fund

Nuveen Equity P & G fund

ABA preferred shares

USBPRI preferred shares

Eaton Vance En. Equity Inc Fund

John Hancock Inc Sec. Fund

Lord AbbotBond Deb. Fund — Buy (add'l)

Franklin H.1. Fund Class A (Y)

Franklin US Govt Sec. A (Y)

COST com. stk — Int/Div — Buy (add'l)

DUK com. stk — Int/Div — Sold

ELNK com. stk — Int/Div — Buy

GPS com. stk — Int/Div — Buy

GE com. stk — Int/Div — Sold (part)

HUBB com. stk — Int/Div

HUBB com. stk — Int/Div — Buy

ITW. com.stk — Int/Div — Sold (part)

ITW. com.stk — Sold

JNJ com. stk — Int/Div — Sold (part)

JPM com. stk — Int/Div — Buy

LBY com. stk — None — Buy

Pet & Res Co.: PEO ¢ — Int/Div

PRU com. stk — Int/Div — Buy

PRU com. stk — Buy (add'l)

SE com. stk — Int/Div — Sold

SYS com. stk — Int/Div — Sold

WGL Holdings Inc com. stk — Int/Div

1SHARES MSCI CDP Can 1dx Fnd: EWC — Int/Div — Buy

Lazard Emerg Mkt: LZOEX — Int/Div — Buy

Lazard Emerg Mkt: LZOEX — Buy (add'l)

Mat. Pac. Tig. fund: MAPTX — Int/Div — Buy

Royce 100 fund: UMBWX — Int/Div — Buy

Scout It] fund — Int/Div — Buy

SECTOR SPDR Energy Select: XLE — Int/Div

SECTOR SPDR Tech Select: XLK — Int/Div — Buy

SPDR S&P Div ETF: SDY — Int/Div — Buy

Vanguard Small Cap Value — Int/Div — Buy

John Hancock Pat Prem 1] closed end trust — Int/Div — Sold

Nuveen Mun Value fund — Int/Div — Sold

Schwab Money Market account — Interest

Aquila Group Tax Free Trust of AZ X — Interest — Sold

Estate # 1,Wells Fargo Money Mkt. Account — Int/Div — Closed

Administrator / co-trustee of Estate # 1, Estate # 1

Owner 529 Acct, 529 Acct 1

Owner529 Acct 2, 529 Acct 2

Agreement — 1997 — State of Texas Retirement Plan, no control

Reimbursement — State Bar of Texas (Atty CLE Program) — May 14,2010 — Houston, TX — CLE Speaker - Federal Court Practice — Milage and lunch

Reimbursement — Baylor University School of Law — June 4-5, 2010 — Waco, Texas — Judge, Law School Mock Trial competition — Travel, meals, and hotel

Spouse's income — 2010 — Salary, Lamar University

1. Sec. 1, lines 2 & 3 refer to 529 education accounts established in March 2010. See also Section VII, lines 22 & 41.

2. Section VII, line 18 - UGTMA Account 1 was closed on December 17, 2010 after sale of remaining stock on December 15 and distribution of proceeds.

3. Section VII, Lines 106 & 107. These items, noted with a "Y" were inadvertently left off last years report, where they should have been reported with annotation

"X" like items 22 through 111 in last years report.

4. Section VII, Line 14, Wells Fargo Money Market Account was reported last year at Section VII, Line 81.

This was last asset in Estate # 1, and the account

was closed after the funds were distributed so the account will not be reported next year, and the estate will have no assets.