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Pull out the substance of this filing.

What was filed

  • 84

    investments

  • 0

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 5

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Resources Inc
  • Resources Inc.
  • Section VIII
  • Associates
  • Former Law Clerks
  • Practising Law Institute
  • American College of Trial Lawyers
  • Intellectual Property Law Summer Institute
  • Texas ABOTA
  • Center for American and International Law

As filed

American Funds Capital World Bond Fund CLA (CWBFX) — Interest

American Funds Income Fund of America CLA (AMECX) — Int/Div

Discover BK DE USCD — Interest — Redeemed

WachoviaBK HANCUSCD — Interest — Redeemed

National City BK OH US CD — Interest — Redeemed

GE Capital InterNotes — Interest

Amer, Funds US Gov't Securities Fund of Amer. CLA (AMUSX) — Interest

Comercia Bank MI US CD — Interest — Buy

Comerica Bank MI US CD — Interest — Redeemed

Little Bank Inc. CD — Interest — Buy

Fidelity Cash Reserves (FURXX) — Interest — Open

RA#2 — Int/Div

Amer. Funds Capital Growth World Bond Fund CLA (CWBFX) — Interest

American Funds Income Fund of America CLA (AMECX) — Int/Div

Asmerican Funds US Gov't Secunties Fund CLA (AMUSX) — Interest

Ameican Funds Bond Fund of America CLA (ABNDX) — Interest

Amer. Funds Intermediate Bond Fund of Amer. CLA (AIBAX) — Interest

Fidelity Cash Reserve (FDRX) — Interest — Open

Tx Bank & Trust (fka Longview Bank & Trust)(Accts) — Interest

Real Estate, Upshur County, Texas — None

NAB Asset Corp. Common Stock — None

Cherokee Water Co. Common Stock — None

Cherokee Club Capital Stock — None

Southside Bank (accounts) — Interest

Ponderosa Gathering, LLC located Gregg County, Texas — None

J&J Joint Venture No. 1, Longview, TX — None

CIBC Oppenheimer Money Market Accounts — Interest

Viropharma Inc. Common Stock (VPHM) — None

New Jersey Development Authority Bond — Interest

Working Interest - Denson #1, Gregg County, Texas — Royalty

Working Interest - J.Bussey #1, Gregg County, Texas — Royalty

Working Interest - Culpepper #3, Gregg _ County, Texas — Royalty

Working Interest - Flewellen #3, Gregg County, Texas — Royalty

Working Interest - Flewellen #4, Gregg County, Texas — Royalty

Working Interest - Castleberry #3, Gregg County, Texas — Royalty

Working Interest - Denson #2, Gregg County, Texas — Royalty

Working Interest - Denson #3, Gregg County, Texas — None

Working Interest - Denson #4, Gregg County, Texas — None

Working Interest - Castlieberry #4, Gregg County, Texas — Royalty

Working Interest - Flewellen #5, Gregg County, Texas — Royalty

Working Interest - Culpepper #6, Gregg County, Texas — Royalty

Working Interest - Castleberry #10, Gregg County, Texas — Royalty

Working Interest - Flewellen #7, Gregg County, Texas — Royalty

Working Interest - Castleberry #11, Gregg County, Texas — Royalty

Working Interest - Culpepper #7, Gregg County, Texas — Royalty

Working interest - Flewellen #8, Gregg County, Texas — Royalty

Working Interest - Flewellen #9, Gregg County, Texas — Royalty

Working Interest - Trudie Bruton #1, Gregg County, Texas — Royalty

Working Interest - Denson #5, Gregg County, Texas (WSP) — Royalty

Working Interest - Castleberry #6, Gregg County, Texas (WSP) — Royalty

Working Interest - Castleberry #7, Gregg County, Texas (WSP) — Royalty

Working Interest - Castleberry #8, Gregg County, Texas (WSP) — Royalty

Royalty - Davis #1, Wood County, Texas — Royalty

Working Interest -Utzman #1, Gregg County, Texas — Royalty

Working Interest - McCarter #1, Rusk County, Texas — Royalty

Working Interest - W.W., Mackey #2, Gregg County, Texas — Royalty

Longview, TX Municipal Bonds — Interest

Pleasanton, TX Municipal Bond — Interest

TX State Technical College Bond — Interest

Brazosport, TX ISD Bond — Interest

Killeen, TX Municipal Bond — Interest

Kate Dudley #1 Working Interest, Gregg County, TX — Royalty — Sold (part) — Resources Inc

First National Albany - Breckenridge Bank Accounts — Interest

Pauline & Charles Davis #1 Working Int. Harrison Co. TX — Royalty

Mary B. Allen #2 Working Interest, Gregg County, TX — Royalty

Patton-Jarvis #1 Working Interest, Gregg County, TX — Royalty — Sold (part) — Resources Inc.

McMichael #1 Working Interest, Gregg County, TX — Royalty — Sold (part) — Resources Inc.

KC Timberland #1 Working Interest, Rusk County, TX — Royalty

Katy, TX ISD Bond — Interest

Houston, TX Arpt System Bond — Interest

La Joya, TX Indpt. School District Bond — Interest

DeSoto, TX Indpt. School District Bond — Interest

Hays, TX Indpt School District Bond — Interest

Flagstone Reinsurance Holdings Ltd Com Stk (FSR) — None — Buy

White Mountains Ins. Group Com Stk (WTW) — None — Buy

Kraft Foods Inc. CL A (KFT) — None — Buy

Coca Cola Co. (KO) — Int/Div — Buy

Heinz H. J. Co. (HNZ) — None — Buy

Dish Network Corp. CLA (DISH) — None — Buy

Glaxosmithkline ADR (GSK) — None — Buy

Hershey Co. (HSY) — Int/Div — Buy

Unilever PLC ADS-EA (UL) — Int/Div — Buy

Morgan Stanley S & P 500 Index A Custodial Accts UTMA-TX — Int/Div — Section VIII

Working Interest Putman #1 Cass Co., TX — None — Buy — Associates

Gift — Former Law Clerks — 10 yr. celebration of service with dinner, invited guests and gift of antique pistol — $3,628.00

Reimbursement — Practising Law Institute — March 2-3. 2009 — New York, New York — Panel participant — Travel, lodging and meals

Reimbursement — American College of Trial Lawyers — March 25-28, 2009 — San Antonio, Texas — Judge Nat'l trial competition — Travel, lodging and meals

Reimbursement — Intellectual Property Law Summer Institute — July 23-25, 2009 — Traverse City, Michigan — Panel participant — Travel, lodging and meals

Reimbursement — Texas ABOTA — October 24, 2009 — San Antonio, Texas — Receive award — Lodging and meals

Reimbursement — Center for American and International Law — November 9. 2009 — Dallas, Texas — Panel participant — Travel and meals

VIL

INVESTMENTS AND TRUSTS

Itern Nos. 4 and 5: Undivided interest in real estate limited partnership. Filer cannot direct, influence or in any manner effect the purchase, exchange, sale, or

disposition of the entity or property of entity.

Iten No. 15: Reported in the aggregate. Items 16-33 identify the separate assets held in Item 15.

Item No. 16: This item was inadvertently left off of filers 2008 report. This asset was purchased on 1/24/08 when several trades were made by former broker in

filer's account as reflected in 2008 report. The market value at time of purchase should have been reported in column D(3) as L. In the 2008 report the remaining

values should have been as Column B(1)A; B(2) Interest; C(1) L; C(2) T.

Item No. 34: Reported in the aggregate. Items 35-40 identify the separate assets held in Item 34.

ftern No. 48: Debtor is NE Territory Addition LLC identified in item number 4.

Item No. 49: Filer is passive investor in this joint venture real estate investment; assets are undivided interests in real estate limited partnership. Neither filer nor

joint venture can direct, influence or in any manner effect the purchase, exchange, sale or disposition of limited partnership assets.

Item Nos. 75, 76, 77 and 78: Funds attributable to filer's working interest in these wells are distributed to filer by Willow Springs Farmout Partnership (WSP).

Filer is not a partner in WSP and has no capital account in WSP. Filer farmed out his working interest to WSP along with other working interest owners of

leasehold estates in approximately December 1994.

Itern Nos. 89, 93, 94, and 95: Partial sale of rights below depth of completion of original well with certain retained rights in favor of filer,

Itern No. 115: This custodial account is reported because it reached the threshold value in 2009.

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.

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T. John Ward | Frix