Nancy Friedman Atlas

2005

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 90

    investments

  • 9

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • VICTORY (Houston American Cancer Society)
  • Trust
  • Trust 2
  • Trust 3
  • Trusta i = rust ed hs @ Zz mm
  • Sn es TA Trust S TF po Te mm Fa
  • PS —_— oo Trust 6 i 2 — iy . ED oo i
  • Trust 7 = ~ “a 17 Xie _—; —ra fl
  • American Bar Association Section of Litigation = 5a
  • American Bar Association Section of Taxation
  • American Bar Association Section of Litigation
  • Emerson Electric Co.
  • See Section VIII

As filed

Cisco Systems Inc — None

Dreyfus Appreciation Fund — None

Ebay, Inc — None — Buy

EGL, Inc. — None — Buy

EOG Resources, Inc — None — Buy

Equitable Universal Life Insurance — None

Franklin Templeton Mutual Beacon Fnd — Int/Div

Goldman Sachs ILA - Prime Oblgtns Portfolio — None — Closed

Intel Corp. — Int/Div

IRA: Dreyfus Appreciation Fund — Int/Div — Buy

IRA: Vanguard 500 Index Fund (FN 6) — Int/Div — Buy

ITT Hartford Annuity (FN6) — None

JP Morgan Chase Bank — Interest

Merrill Lynch Bank Deposit Program (FN17) — Interest

MetLife Investors Group Inc. (FN6) — None

Nexus BT, LLLP — Int./Income

Nexus Members 1999 Drilling Fund LLLP — Int./Income

Nexus Resources LLC-Preferred — Int./Income

Real Property, Travis County, TX — None — Buy

Shaw, Patricia loan — Interest — Forgive

Sigma Alpha Epsilon — None — repay

T. Rowe Price Small Cap Value Fund — Int/Div

Texas Regional Bancshares, Inc Common — Int/Div

Texas State Bank, Houston, TX — Interest

Tower Equity '84 Ltd. Partnership (FN11) — None

U.S. Savings Bond (Series EE) — None

Vanguard 500 Index Fund (FN6) — Int/Div — Buy

Vanguard Extended Market Index Fund — Int/Div

Vanguard Pacific Stock Index Fund — Int/Div — Buy

Vanguard Short-Tenn Bond Fund (FNI1) — None — sell

Vanguard Small-Cap Index fund — Int/Div — Buy

Vanguard Total Stock Market Fund (FN1) — None — sell

Weingarten Realty Investors — None — Buy

Yahoo, Inc — None — Buy

TD Waterhouse Money Market Account — Interest — Open

TRUST I — Int/Div

Dreyfus Appreciation Fund

TRUST?2

CATS — Interest — Redeem

Goldman SachsILA - Prime Oblgtns Portfolio — Close

Texas State Bank, Houston, TX — None — Open

45. - TIGR — Interest — Redeem

Vanguard Emerging Markets Stock Index Fund — Int/Div — Buy

Vanguard European Stock Index Fund — Int/Div — Buy

Vanguard Extended Market Index Fund — Int/Div — Buy

Vanguard Mid-Cap Index Fund — Int/Div — Buy

Vanguard Small-Cap Index Fund — Int/Div — Buy

Vanguard 500 Index Fund (FN 9) — Int/Div

TRUST 3

CATS — Interest — Redeem

Goldman Sachs ILA - Prime Oblgnts Portfolio — Interest — Closed

Texas State Bank, Houston TX — None — Open

Vanguard European Stock Index Fund — Int/Div — Buy

Vanguard Mid-Cap Index Fund — Int/Div — Buy

Vanguard Small-Cap Index Fund — Int/Div — Buy

Vanguard 500 Index Fund (FN 9) — Int/Div

TRUST 4 — None

Mercury Equity Index Fund — None

TRUST 5 — Int/Div

American General Life Ins. Co. (Universal Life Ins.) — None

Jefferson Pilot Life Insurance Co. (Universal Life Ins.) — None

Vanguard 500 Index Fund (FN 9) — Int/Div

TRUST 6 — Int/Div

Buckeye Partners LP

Delphi TR I Ser — Sell

Forest City Ent.

Gen. Motors CV Sen. Notes — Buy

Gen. Motors CV Sen. Notes — Sell

Healthcare Realty Trust

Muni Bond (IL): Illinois Health Facs Silver Cross

Muni bond (FL): Jacksonville Sew

Nabisco Debenture

Nokia CP ADR — Int/Div — Buy

PS Business Park

Time Wamer, Inc. Debenture

U.S. Treasury Bond 5/15/06

U.S. Treasury Bond 5/15/16

Unit MIT Muni Put NY — Prin.

83. TRUST 7 — Int/Div

General Electric

Glimcher Realty

JP Morgan Chase — Buy

Muni Bond (FL): Cape Coral Health Facs A

Muni Bond (NY): New York City G.O. Rfdg. Ser. F

Muni Bond (TN): Tennessee Housing Dev. (FN17) — Called

PS Business Park

Trans Canada Ltd. Pfd Sec. 8.25%

Associate Member, VICTORY (Houston American Cancer Society)

Co-Trustee, Trust

Co-Trustee, Trust 2

Co-Trustee, Trust 3

Co-Trustee, Trusta i = rust ed hs @ Zz mm

Co-Trustee, Sn es TA Trust S TF po Te mm Fa

Co-Trustee, PS —_— oo Trust 6 i 2 — iy . ED oo i

Co-Trustee, Trust 7 = ~ “a 17 Xie _—; —ra fl

Task Farce Co-Chair, American Bar Association Section of Litigation = 5a

Reimbursement — American Bar Association Section of Taxation — 9/16 - 9/18 - Section Annual Meeting, San Francisco, CA (transportation and meals)

Reimbursement — American Bar Association Section of Litigation — 09/29 - 10/02 - Fall Leadership Meeting, Chicago, IL (transportation and meals)

Reimbursement — American Bar Association Section of Litigation — 06/23 - 06/26 - Spring Leadership Meeting, Quebec City, Quebec, Canada (transportation and meals)

Reimbursement — American Bar Association Section of Litigation — 04/21 - 04/24 - Annual Meeting, New York City, NY (transportation and meals)

Reimbursement — Emerson Electric Co. — 02/22 - 02/24 - Accompany! [lll on client trip to Cabo San Lucas, Mexico (transportation, lodging, meals, green fees)

Reimbursement — American Bar Association Section of Litigation — 01/06 - 01/09 - Winter Conference Meeting, Key Biscayne, FL (transportation and meals)

Spouse's income — (Section V Notes) (1) — See Section VIII

Section V Notes:

(1) A few times each year, friends invite

and me to sit with them at tables they have purchased at a char ty event. We occasionally invite friends to do

the same, i.e. join us at a table we have purchased for a charity event. Since my confirmation, each time any friend has invited us to sit at their table,

oe

has made a contribution to the organization hosting the event equal to or greater than at least the fair market value of two tickets to the event, Each time, the

friend inviting us has been a close friend whose friendship long predated my nomination. A few ofthose friends are lawyers and could some day represent clients

inmy court. Tomy knowledge, none of those friends were parties or represented clients in my court at the time of the event at which we sat at their table.

Section VII Notes:

(1) This is an investment in a 529 College Savings Plan. No dividends or interest are received, since the Plan invests in a trust, which in tum invests in mutual

funds; so the trust, not the plan, receives earnings.

(2) Goldman Sachs account closed with cash withdrawal on 3/10/05 and 3/22/05.

(3) IRA: Vanguard 500 Index Fund: purchases made on 04/05 and 12/01.

(4) Ebay, Inc.: purchases made on 12/07 and 12/13.

(5) Former

provided by

a — Annual payment (beginning 1/15/15) of a fixed amount times years of service starting 1/1/95. Present value was

(6) Formerly "Vanguard 500 Index Trust 500 Portfolio."

(7) EGL,Inc.: purchases made on 12/07 and 12/13.

(8) EOG Resources, Inc.: purchases made on 12/07 and 12/13.

(9) Fommerly "Vanguard Trust 500 Index Fund."

(10) IRA: Dreyfus Appreciation Fund: purchases made on 01/13 and 02/24.

(11) This partnership interest reflects passive investments oy CHD - has no business activity or management role in connection with this

investment.

(12) Fommerly HR General Investment Fund.”

articipates in the

etirement Plans A and B. These are individual account

defined contribution plans qualified under I.R.C. Section 401 (a). The contributions by the fj

ed, Retirement Plan A has a salary reduction LR.C. Section

401(k) feature, The Trustee of the Plan is JPMorgan Chase Bank, N.A., Houston, Texas.

as no investment discretion with respect to the investments

of this defined contribution plan, except for the after-tax contribution component as to which 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. The firm made deductions from my

yroll account, each in the value of J, on the following dates during the reporting period: 2/1, 3/1, 4/1, 5/1, 7/1, 8/1, 10/1, 11/1, 12/1, and 12/31. T |

cannot determine how much of the change in total market value since last year was due to interest and dividends. JP Morgan Chase informed

at they

cannot provide me with this information.

(13) Yahoo, Inc.: purchases made on 12/07 and 12/13.

(14) Weingarten Realty Investors: purchases made on 12/07 and 12/13.

(15) Unit Muni PUT NY 1: return of principal received on 05/25 and 12/25, plus small amount of interest. Partially amortized.

(16) Gen. Motors CV Sen. Notes: sales made on 10/11 and 10/19.

(17) Muni Bond (TN): Tennessee Housing Dev.: Half of the total units were called.

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.

Nancy Friedman Atlas | Frix