Nancy Friedman Atlas

2009

Ask Donna

Pull out the substance of this filing.

What was filed

  • 33

    investments

  • 1

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Trust
  • (Section V Note 1)
  • American Bar Association, Section of Litigation
  • American Bar Association, SCFJI
  • Trust 5
  • aw Firm), Partner

As filed

BBVA Compass Bank, Houston, TX (FN 8) — Interest

Dreyfus 100% U.S. Treasury Money Market Fund — Interest

Dreyfus Appreciation Fund — Int/Div

IRA: Vanguard 500 Index Fund — Int/Div

IRA: Vanguard Treasury Money Market Fund — Interest

ITT Harford Annuity — None

JP Morgan Chase Bank — None

MetLife Investors Group Inc — None

Real Property, Travis County, TX undeveloped property (Y)

St. Clair, Patricia & Kellee — Interest

TD Amentrade Money Market Acct. (Y)

T. Rowe Price Treasury Money Market Fund — Interest — Sold

Tower Equity '84 Ltd. Partnership (FN 3) — None — Closed

TPG Partners V, LP. (FN 4) — Int/Div — Buy

U.S. Savings Bond # (Series EE) (Y)

U.S. Savings Bond # (Series EE) (Y) — Buy

Gan * Capital Account — Interest

Vanguard 500 Index Fund (Y)

Vanguard European Stock Index Fund — Int/Div

Vanguard Extended Market Index Fund — Int/Div

Vanguard Federal Moncey Market Fund — Interest

Vanguard Total Stock Market Fund (Y)

Vanguard Treasury Money Market Fund — Int/Div

Wegoma Berkshire VII, L.P. (FN 7) — Int/Div — Buy

Jf Capita) Account — None

BBVA Compass Bank, Houston, TX Acct. 44 (FN 8) — Interest

Vanguard Federal Money Market Fund — None — Sold

Vanguard Mid-Cap Index Fund — Int/Div

Vanguard Small-Cap Index Fund — Int/Div

Vanguard Index Trust 500 Portfolio — Int/Div

TRUST 3 — Int/Div

Vanguard Mid-Cap Index Fund — Int/Div

Vanguard Small-Cap Index Fund — Int/Div

Co-Trustee, Trust

Gift — (Section V Note 1) — See Section VIII — $0.00

Reimbursement — American Bar Association, Section of Litigation — 10/01-10/03/09 — Chicago, IL — Fall Leadership Meeting — transportation, lodging and meals

Reimbursement — American Bar Association, SCFJI — 10/30-11/1/09 — New York, NY — Fal! Planning Meeting — transportation, lodging and meals

Income — Co-Trustee — Trust 5

Spouse's income — 1/1-8/31 — aw Firm), Partner

Section V Notes

(1) A few times each year, friends invite my spouse znd 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 havc 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 fricnd whose fricndship 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 VII Notes

(1) Diamond Castle Partner 1V, L.P. is a private equity fund that makes periodic capital calls. In response to capital calls, we invested an amount of J on 4/3, 5/27

and 6/10/09

(2) Roth IRA: I cannot determine how much of the change in total market value this year was duc to interest and/or dividends.

has no business activity or management role in connection with

this investment.

(3) Tower Equity: This partnership interest reflects passive investments by:

(4) TPG Partners V, L.P. is a private equity fund that makes periodic capital calls. In response to capital calls, we invested an amount of J on 5/7, 6/29, 8/19, and

9/29/09

(5) Although

eft the employ.

in 2006, he continues to participate in th

Retirement Plans A and B.

These are individual Hecount defined contribution plans qualificd under LR.C. Section 40i(a). The contributions by the firm were fixed durin

employment by the firm. Retirement Plan A has a salary reduction LR.C. Section 401(k) fcature. The Trustec of the Plan is JPMorgan Chase Bank, N

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!

ie has the liminted discretion to choose any of a number of funds that are available. The General Investinent Fund is mostly ab cquity fund

managed by scveral outside investment advisor:

annot determine how much of the change in total market value since last year was due to interest and/or

dividends.

5

JP Morgan Chase informed:

that they cannot provide me with this information

(6) Annual payment (beginning 1/15/15) of a fixed amount times ycars of service starting 1/1/95. Present value was provided b

former law fim.

(7) Wegoma Berkshire VII, L.P. is a private equity fund that makes periodic capital calls. In response to capital calls, we invested an amount of J on 6/12 and

12/8/09

(8) Formerly "Compass Bank." There is no interest or other income cared on this account. It is a non-interest bearing account

(9) For the item in linc 66, Pacific Life Insurance Co. says that it cannot provide the income for any year. Company representatives state that because 1 hold an

interest in an index fund in which the cash valuc of an insurance policy has been invested, and not an individuai taxable investment, there are no individual

dividends or realized gains to report; all that is reported are gains or losses to the policy cash value. In addition, the company states, under applicable government

regulations, an insurance policy is considered an asset, not an investment,

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.