Nancy Friedman Atlas

2010

Ask Donna

Pull out the substance of this filing.

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.

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.