# Nancy Friedman Atlas > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/24216 ## Record - **Judge:** Nancy Friedman Atlas - **Year:** 2009 - **Pages:** 11 ## Text 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, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/24216. Public record. Not legal advice.