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Pull out the substance of this filing.

What was filed

  • 13

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Guardianship, see Part VII Lines, 11, 12 and 13
  • JPMorgan Chase Bank N A
  • Texas Bar CLE
  • Self employed, attomney

As filed

Wendland Farm Products Liquidating Trust — Interest — Redeemed

Memill Lynch - Retirement — Int/Div — Buy (add'l)

PIMCO Low Duration Fund Institutional Class

Merrill Lynch Equity Index Trust XII

UBS SPDR S&P MidCap 400 ETF TR — Int/Div

UBS SPDR S&P 500 ETF TR — Int/Div

UBS Unts Equity Inc Fund S&P 500 Trust 2 — Int/Div — Buy (add'l)

UBS Units Equity Inc Fund S&P MidCap 400 Index SR — Int/Div — Buy (add'l)

UBS Bank USA Dep Acct — Int/Div

Capital One Bank N.A — Interest

ConEd common stock — Int/Div — Sold

Guaranty Bank (Y)

Chase Bank (X) — Interest

Guardian, Guardianship, see Part VII Lines, 11, 12 and 13

Liability — JPMorgan Chase Bank N A — Line of credit

Reimbursement — Texas Bar CLE — 05/28/10 — Austin, Texas — Judge served as CLE panelist — Travel expenses

Spouse's income — 2010 — Self employed, attomney

Part VII, Lines 11, 12 and 13 are assets now administered as part of a guardianship by the respondent on behalf of a family member.

Part VII, Lines 5, 6, 7, and 8 are changes in names only to match brokerage reports.

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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