Nancy Friedman Atlas
2006
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Pull out the substance of this filing.
What was filed
98
investments
7
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
0
spouse income
Named parties
- VICTORY (Houston American Cancer Society)
- wn —- Trust 2 j=) = Ti 2a =
- j= N pid Px ibe Trust 3 => ” or pn —_
- — w - Trust S § g) =
- Trust 7
- Amencan Bar Association Section of Litigation
- New York University School of Law
- American Bar Association Section of Litigation
As filed
Berkshire Fund — None — Buy
Cisco Systems Inc. — None — Sell
Compass Bank — None
Diamond Castle Partner 1V, L.P — Int/Div — Buy
Diamond Castle Partner 1V, Offshore Fund, L.P. — None — Buy
Diamond Castle Partner 1V, PRC L.P. — None — Buy
Dreyfus Appreciation Fund — Int/Div — Buy
Ebay, Inc. — None — Sell
EGL. Inc. — None
EOG Resources, Inc. — Int/Div
Equitable Universal Life Insurance — None
Franklin Templeton Mutual Beacon Fnd — None — Donate
Intel Corp. — Int/Div — Sell
IRA: Dreyfus Appreciation Fund — Int/Div — Buy
IRA: Vanguard 500 Index Fund — Int/Div — Sell
ITT Hartford Annuity — None
J. Crew Group, Inc — None — Buy
JP Morgan Chase Bank — None
Merrill Lynch Bank Deposit Program (FN17) — Interest — Sell
MetLife Investors Group Inc. — None
Nexus BT, LLLP — Int./Income
Nexus Members 1999 Drilling Fund LLLP — Income
Nexus Resources LLC-Preferred — Income
Real Property, Travis County, TX — None
St. Clair, Patricia & Kellee — None — Lend
SigmaAlpha Epsilon — None — Forgive
T. Rowe Price Small Cap Value Fund — Int/Div
TD Ameritrade (formedy "TD Waterhouse") Money Market Acct. — Interest
Texas Regional Bancshares, Inc. - Common — Int/Div — Sell
Texas State Bank, Houston, TX — Interest
Texas State Bank,Houston, TX Freedom Invest Money Market Fund — Interest — Buy
Tower Equity '84 Ltd. Partnership (FN 7) — Int/Div
TPG Partners V. L.P — None — Buy
U.S. Savings Bond (Series EE) — None
Vanguard 500 Index Fund — Int/Div
Vanguard Emerging Markets Index Fund — 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
Vanguard Total Stock Market Fund (FNI) — None — Sell
Weingarten Realty Investors — Int/Div — Sell
WG&M Capital Account — None
Yahoo, Inc — None — Sell
TRUST 1 — Int/Div
Dreyfus Appreciation Fund
TRUST? — 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
TRUSTA4 — None
Mercury Equity Index Fund — None
TRUSTS — Int/Div
American General Life lns. Co. (Universal — None
Ins.)
Jefferson Pilot Life Insurance Co. (Universal Life Ins.) — None
Vanguard 500 Index Fund — Int/Div
TRUST 6 (FN 8) — Int/Div
Buckeye Partners LP — Interest
Citizen Ppty — Int/Div — Buy
Citizen Ppty — Int/Div — Sell
Forest City Ent. — Int/Div
Healthcare Realty Trust — Interest
Muni Bond (IL): lllinois Health Facs Silver Cross — Interest
Muni bond (FL): Jacksonville Sew — Interest
Nabisco Debenture — Interest
Nokia CP ADR — Int/Div
PS Business Park — Int/Div
Time Wamer, Inc. Debenture — Interest
U.S. Treasury Bond 5/15/06 — Interest
U.S. Treasury Note 5/15/16 — Interest — Redeem
Unit MIT Muni Put NY 1 — Interest
TRUST 7 (FN 8) — Int/Div
General Electric — Int/Div
Glimcher Realty — Int/Div
JP Morgan Chase — Int/Div
Muni Bond (FL): Cape Coral Health Facs A — Interest
Muni Bond (FL): Jacksonville Pollution Control — Interest
Muni Bond (NY): New York City G.O. Rfdg. Ser. F — Interest
Muni Bond (TN): Tennessee Housing Dev. — Interest
PS Business Park — Int/Div
Tehrs Clg T/28BE — Interest — Buy
Tchrs Clg T/28BE — Interest — Sell
Trans Canada Ltd. Pfd Sec. 8.25% — Interest
Associate Member, VICTORY (Houston American Cancer Society)
Co-Trustee, wn —- Trust 2 j=) = Ti 2a =
Co-Trustee, j= N pid Px ibe Trust 3 => ” or pn —_
Co-Trustee, — w - Trust S § g) =
Co-Trustee
Co-Trustee, Trust 7
Committee Co-Chair, Amencan Bar Association Section of Litigation
Reimbursement — New York University School of Law — 04/06-04/09 - Speaking engagement to students and prospective students, New York, NY (transportation, lodging and meals)
Reimbursement — American Bar Association Section of Litigation — 01/19-1/22 - Winter Conference Meeting, Jacksonville, FL (transportation, lodging, and meals)
Section V Notes:
(1) A few times each year, friends invite my spouse and me to sit with them at tables they have purchased at charity events. We occasionally invite friends to do
the same, i.e., join us at tables we have purchased for charity events. Since my confirmation, each time a friend has invited us to sit at his/her table, my husband
has made a contribution to the organization hosting the event equal to or greater than the fair market value of two tickets to the event. Each time, the invitation has
come from a close friend whose friendship long predated my nomination. A few of those friends are lawyers and could someday represent clients in my court. To
my knowledge, none of those friends was a party or represented clients in my court at the time of the event at which we sat at their table.
Section V1I Notes:
(1) Thisis an investment in a 529 College Savings Plan. No dividends or interest are received, since the Plan invests in a trust, which in tum invests in mutual
funds; so the trust, not the plan, receives eamings.
(2) Berkshire Fund VII, L.P.: purchases made on 11/10/06 and 12/18/06, each with the value of J.
(3) Texas Regional Bancshares, Inc.- Common: sales made on 11/10/06 (with the value of M) and 12/18/06 (with the value of P1).
(4) TPG Partners V, L.P.: purchases made on 10/10/06, 11/17/06, and 12/15/06, each with the value of J.
(5) Annual payment (beginning 1/15/15) of a fixed amount times years of service starting 1/1/95. Present value was provided by um firm.
(6) Diamond Castle Partner 1V, Offshore Fund, L.P.: purchases made 7/5/06 (with the value of K) and 11/22/06 (with the value of I).
(7) Tower Equity: This partnership interest reflects passive investments by my spouse. LI no business activity or management role in connection with
this investment.
8) an ceased being trustees of these trusts on 5/17/06. The assests were transferred from our custody in 06/06.
9)
participates in the
Retirement Plans A and B. These are individual account defined contribution plans qualified under
LR.
—-
. Section 401(a). The contributions by the firm are fixed. Retirement Plan A has a salary reduction 1.R.C. Section 401(k) feature. The Trustee of the Planis
JPMorgan Chase Bank, N.A., Houston, Texas.
has no investment discretion with respect to the investments of this defined contribution plan, except
for the after-tax contribution component as to whic
e has the liminted discretion to choose any of a number of
funds that a
available. The General Investment
Fund is mostly an equity fund managed by several outside investment advisors. The firm made deductions from
payroll account, each in the value of
J, on the following dates during the reporting period: 2/1, 3/1. 1 cannot determine how much of the change in total market value since last year was due to interest
—t
and dividends. JP Morgan Chase informed
that they cannot provide me with this information.
(10) Citizen Ppty: purchases made on 02/15/06, 02/21/06, and 3/13/06, each with the value of K.
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.