Nancy Friedman Atlas
2010
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What was filed
93
investments
7
positions
1
gifts
0
agreements
0
debts
10
reimbursements
0
income
0
spouse income
Named parties
- Note 7
- VICTORY (Houston American Cancer Society)
- Trust 1
- Trust 2
- Trust 3
- Trust 4
- Trust 5
- American Bar Association Section of Litigation
- (Section V Note 1)
- American Bar Association, Section of Litigation
- State Bar of Texas
- American Bar Association, SCFJ1
- New York University
- American Bar Association, SOL
- American Bar Association, SCF
- Practicing Law Institute,
- University of Texas at Austin, School of Law
As filed
AXA Equitable Universal Life Insurance — None
Diamond Castle Partner IV, L.P. (FN 1) — Int/Div
Diamond Castle Partner IV, Offshore Fund, L.P. — Int/Div
Dreyfus 100% U.S. Treasury Money Market Fund — Int/Div — Sold (part)
Dreyfus Appreciation Fund — Int/Div
IRA: Vanguard Treasury Money Market Fund — Interest
MetLife Investors Group Inc — None
Nexus Resources LLC-Preferred — Int/Div
Roth IRA (was IRA): Vanguard Small Cap Index Fund — None — Buy
Roth IRA: Vanguard Money Market — None — Sold
Roth IRA Rollover: Vanguard 500 Index Fund — None — Buy
St. Clair, Patricia & Kellee — Interest
TD Ameritrade Money Market Acct. — None — Buy
TPG Partners V, L.P. (FN 2) — Int/Div
V&EA40I(K): General Investments Fund (FN 3) — None — Buy
V&E 401(K): JPM Prime Money Market — None — Sold (part)
Vinson & Elkins Pension Plan (FN 4) — None
Vanguard European Stock Index Fund — Int/Div
Vanguard Extended Market Index Fund — Int/Div
Vanguard Federal Money Market Fund — Interest — Sold (part)
Vanguard Pacific Stock Index Fund — Int/Div
Vanguard Treasury Money Market Fund — Int/Div
WG&M Capital Account — Interest
WG&M Partners’ Target Pension Plan (8) — None
Dreyfus Appreciation Fund
TRUST 2 — Int/Div
BBVA Compass Bank, Houston, TX Acct. #4 — Interest
Vanguard Emerging Markets Stock Index Fund — Int/Div
Vanguard European Stock Index Fund — Int/Div
Vanguard Federal Money Market Fund — Interest
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
BBVA Compass Bank, Houston, TX Acct. HS — None
Vanguard European Stock Index Fund — Int/Div
Vanguard Federal Money Market Fund — Interest
Vanguard Mid-Cap Index Fund — Int/Div
Vanguard Small-Cap Index Fund — Int/Div
BBVA Compass Bank, Houston, TX Acct. #6 — None
Pacific Life Ins. Co. (was "Mercury Equity Index Fund™) — None
TRUSTS — Int/Div
American General Life Ins. Co. (Universal Life Ins.) — None
Vanguard Index Trust 500 Portfolio — Int/Div
AXA Equitable Universal Life Insurance — None
BBVA Compass Bank, Houston, TX — Interest
Diamond Castle Partner IV, L.P. (FN 1) — Int/Div
Diamond Castle Partner IV, Offshore Fund, LP. — Int/Div
Dreyfus 100% U.S. Treasury Money Market Fund — Int/Div — Sold (part)
Dreyfus Appreciation Fund — Int/Div
IRA Rollover: Vanguard Treasury Money Market Fund — Int/Div
IRA: Vanguard 500 Index Fund — Int/Div
IRA: Vanguard Treasury Money Market Fund — Interest
ITT Hartford Annuity — None
JP Morgan Chase Bank — None — Closed
MetLife Investors Group Inc — None
Nexus BT, LLLP (7) — Int/Div — Note 7
Nexus Resources LLC-Preferred — Int/Div
Roth IRA (was IRA): Vanguard Treasury Money Market Fund — Interest — Sold (part)
Roth IRA (was IRA): Vanguard Small Cap Index Fund — None — Buy
Roth IRA: Vanguard Money Market — None — Sold
Roth IRA Rollover: Vanguard 500 Index Fund — None — Buy
TD Ameritrade Money Market Acct — None — Buy
TPG Partners V, L.P. (FN 2) — Int/Div
V&E 401(K): General Investments Fund (FN 3) — None — Buy
V&E 401(K): JPM Prime Money Market — None — Sold (part)
Vinson & Elkins Pension Plan (FN 4) — None
Vanguard Extended Market Index Fund — Int/Div
Vanguard Federal Money Market Fund — Interest — Sold (part)
Vanguard Pacific Stock Index Fund — Int/Div
Vanguard Treasury Money Market Fund — Int/Div
Wegoma Berkshire VII, L.P. (FN 5) — Int/Div
WG&M Capital Account — Interest
WG&M Partners’ Target Pension Plan (8) — None
TRUST — Int/Div
Dreyfus Appreciation Fund
TRUST 2 — Int/Div
BBVA Compass Bank, Houston, TX Acct. #4 — Interest
Vanguard Emerging Markets Stock Index Fund — Int/Div
Vanguard Federal Money Market Fund — Interest
Vanguard Mid-Cap Index Fund — Int/Div
Vanguard Small-Cap Index Fund — Int/Div
Vanguard Index Trust 500 Portfolio — Int/Div
TRUST3 — Int/Div
BBVA Compass Bank, Houston, TX Acct. #5 — None
Vanguard Mid-Cap Index Fund — Int/Div
Vanguard Small-Cap Index Fund — Int/Div
TRUST 4 (FN 6) — None
BBVA Compass Bank, Houston, TX Acct. #6 — None
Pacific Life Ins. Co. (was "Mercury Equity Index Fund") — None
TRUST 5 — Int/Div
American General Life Ins. Co. (Universal Life Ins.) — None
Vanguard Index Trust S00 Portfolio — Int/Div
Associate Member, VICTORY (Houston American Cancer Society)
Co-Trustee, Trust 1
Co-Trustee, Trust 2
Co-Trustee, Trust 3
Co-Trustee, Trust 4
Co-Trustee, Trust 5
Task Force Co-Chair, American Bar Association Section of Litigation
Gift — (Section V Note 1) — See Section VIII — $0.00
Reimbursement — American Bar Association, Section of Litigation — 01/14-01/16/10 — New Orleans, LA — Winter Leadership Meeting — transportation, lodging, and meals
Reimbursement — State Bar of Texas — 01/29/10 — San Antonio, TX — Altemative Dispute Resolution Program — transportation, lodging
Reimbursement — American Bar Association, SCFJ1 — 02/04-02/07/10 — Orlando, FL — Midyear Meeting — transportation, lodging, and meals
Reimbursement — New York University — 03/25-03/26/10 — New York, NY — Admitted Students Program — transportation, lodging, meals
Reimbursement — American Bar Association, SOL — 04/22-04/24/10 — New York, NY — Annual Conference — transportation, lodging
Reimbursement — American Bar Association, SCF — 05/07-05/09/10 — Washington, D.C — Spring Leadership Meeting — transportation, lodging
Reimbursement — Practicing Law Institute, — 06/29-07/01/10 — New York, NY — Speaking engagement — transportation, meals
Reimbursement — American Bar Association, SCFJ1 — 08/05-08/10/10 — San Francisco, CA — Annual Meeting — transportation, meals
Reimbursement — American Bar Association, Section of Litigation — 09/30-10/02/10 — Chicago, IL — Fall Leadership Meeting — transportation, lodging and meals
Reimbursement — University of Texas at Austin, School of Law — 10/28-10/29/10 — Austin, TX — Patent Law Seminar — transportation, 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 VII Notes:
(1) Diamond Castle Partner IV, L.P. is a private equity fund that makes periodic capital calls. In response to capital calls, we invested an amount within category K
on 1/4/10 and an amount within category J on 4/28, 6/10, 8/26 and 11/2/10.
(2) TPG Partners V, L.P. is a private equity fund that makes periodic capital calls. In response to capital calls, we invested an amount within category J on 2/17,
4/20, 5/20, 7/23, and 7/28/10.
(3) Althoug
left the employ of Vinson & Elkins, L.L.P. in 2006
continues to participate in the Vinson & Elkins, L.L.P. Retirement Plans A and
B. These a
account defined contribution plans qualified under 1.
.C. Section 401(a). The contributions by the firm were fixed during
employment by the fi
. Retirement Plan A has a salary reduction I.R.C. Section 401(k) feature. The Trustee of the Plan is 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 are available. The General Investment Fund is mostly an equity
fund managed by several outside investment advisors. I cannot determine how much of the change in total market value since last year was due to interest and/or
dividends. JP Morgan Chase informed
that they cannot provide me with this information.
former law firm.
(4) Annual payment (beginning 1/15/15) of a fixed amount times years of service starting 1/1/95. Present value was provided b
(5) Wegoma Berkshire VII, L.P. is a private equity fund that makes periodic capital calls. In response to capital calls, we invested an amount within category J on
4/20, 7/28, and 12/8/10.
(6) For the item in line 55, Pacific Life Insurance Co. says that it cannot provide the income for any year. Company representatives state that because I hold
an interest in an index fund in which the cash value of an insurance policy has been invested, and not an individual 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.
(7) Nexus BT, LLLP was consolidated into Nexus Resources LLC effective 12/31/10.
(8) The WG&M Partners’ Target Pension Plan was inadvertently omitted from the F.D.R. for 2009 and 2010.
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.