# Nancy Friedman Atlas

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/25491

## Record

- **Judge:** Nancy Friedman Atlas
- **Year:** 2005
- **Pages:** 11

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25491. Public record. Not legal advice.
