Nancy Friedman Atlas

2007

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Pull out the substance of this filing.

What was filed

  • 68

    investments

  • 7

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 5

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • VICTORY (Houston American Cancer Society)
  • Trust 1
  • Sot od A > wn [==3 ll Trust 2 oS = a— <= i
  • ~~ = [a Q > Trust3 ZFS —_ ®U : oF IT ;
  • I] — Trust 6
  • Trust 7
  • American Bar Association Section of Litigation
  • American Bar Association
  • New York University School of Law
  • Association Section of Litigation
  • See Section VIII

As filed

Wegoma Berkshire VII, L.P. (formerly "Berkshire Fund") — Int/Div — Buy

Compass Bank — None

Diamond Castle Partner IV, L.P — Int/Div — Buy

Diamond Castle Partner IV, Offshore Fund, L.P. — Int/Div — Buy

Diamond Castle Partner IV, PRC L.P — Int/Div — Buy

Dreyfus Appreciation Fund — Int/Div — Sell

EGL,Inc.(FN11) — None — Sell

EOG Resources, Inc. — Int/Div — Sell

AXA Equitable Universal Life Insurance (FN 3) — None

IRA: Dreyfus Appreciation Fund — Int/Div — Buy

IRA: Vanguard 500 Index Fund — Int/Div — Buy

ITT Hartford Annuity — None

J.Crew Group, Inc — None — Sell

JP Morgan Chase Bank — None

MetLife Investors Group Inc — None

Nexus BT, LLLP — Interest

Nexus Members 1999 Drilling Fund LLLP — Int/Div

Nexus Resources LLC-Preferred — Int/Div

Real Property, Travis County, TX — None

St. Clair, Patricia & Kellee — None

T.Rowe Price Small Cap Value Fund — Int/Div

TD Ameritrade Money Market Acct — None

Texas State Bank, Houston, TX — Interest

Texas State Bank,Houston, TX Freedom Invest Money Market Fund — Interest — Close

Tower Equity '84 Ltd. Partnership (FN 7) — Int/Div

TPG Partners V, LP — Int/Div — Buy

U.S. Savings Bond (Series EE) — None

Vanguard 500 Index Fund — Int/Div — Buy

Vanguard Emerging Markets Stock Index Fund (FN 8) — Int/Div — Buy

Vanguard European Stock Index Fund (FN 21) — Int/Div — Buy

Vanguard Extended Market Index Fund — Int/Div — Buy

Vanguard Mid-Cap Index Fund — Int/Div — Buy

Vanguard Pacific Stock Index Fund — Int/Div — Buy

Vanguard Short-Term Bond Fund (FN1) — None — Sell

Vanguard Small-Cap Index fund — Int/Div — Buy

Vanguard Total Stock Market Fund (FN1) — None — Sell

Weingarten Realty Investors — Int/Div — Sell

WG&M Capital Account — None

Roth IRA: Alliance Bemstein Large Cap Growth I (FN 10) — Int/Div — Buy

Roth IRA: American Funds Euro Pacific Gr RS (FN 10) — Int/Div — Buy

Roth IRA: Artisan Small Cap (FN 10) — Int/Div — Buy

Roth IRA: FPA Capital (FN 10) — Int/Div — Buy

Roth IRA: Goldman Sachs Real Estate (FN 10) — Int/Div — Buy

TRUST — Int/Div

Dreyfus Appreciation Fund

TRUST 2 — Int/Div

Texas State Bank, Houston, TX — None

Vanguard Emerging Markets Stock Index Fund — Int/Div

Vanguard European Stock Index Fund — Int/Div

Vanguard Extended Market Index Fund — Int/Div

Vanguard Mid-Cap Index Fund — Int/Div

Vanguard Small-Cap Index Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

TRUST 3 — Int/Div

Texas State Bank, Houston TX — None

Vanguard European Stock Index Fund — Int/Div

Vanguard Mid-Cap Index Fund — Int/Div

Vanguard Small-Cap Index Fund — Int/Div — Buy

Vanguard 500 Index Fund — Int/Div

TRUST4 — None

Mercury Equity Index Fund — None

TRUSTS — Int/Div

American General Life Ins. Co. (Universal Life Ins.) — None

Jefferson Pilot Life Insurance Co (Universal Life Ins.) — None

Vanguard 500 Index Fund — Int/Div

Associate Member, VICTORY (Houston American Cancer Society)

Co-Trustee, Trust 1

Co-Trustee, Sot od A > wn [==3 ll Trust 2 oS = a— <= i

Co-Trustee, ~~ = [a Q > Trust3 ZFS —_ ®U : oF IT ;

Co-Trustee, I] — Trust 6

Co-Trustee, Trust 7

Task Force Member, American Bar Association Section of Litigation

Reimbursement — American Bar Association — )7 Miami, FL

Reimbursement — New York University School of Law — )7 New York, NY

Reimbursement — Association Section of Litigation

Reimbursement — Association Section of Litigation

Reimbursement — Association Section of Litigation

Spouse's income — (Section V Note 1) — See Section VIII

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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