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Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust # 2
  • Austin Bar Association Intellectual Property Law Association
  • University of Texas School of Law, Continuing Legal Education
  • State Bar of Texas
  • Drama Teacher/Performer self-employed

As filed

USAA Mutual Funds

USEXX — Int/Div

USSPX — Int/Div

Vaguard Mutual Funds

VMMXX — Int/Div

VWNAX — Int/Div

VWUSX — Int/Div

VFINX — Int/Div

JAVTX — Distribution

Janus Mutual Funds

JAGXX — Int/Div

JANSX — Int/Div

JAVLX — Int/Div

Vanguard Mutual Funds IRA — Int/Div

VGHCX — buy

VWNAX

VEXPX

VFINX — buy

Vanguard Mutual Fund IRA 2 — Int/Div

VEXPX

VFINX

Vanguard Mutual Fund IRA 3 VFINX — Int/Div

Vanguard Mutual Fund IRA 4 VFINX — Int/Div

American Mutual Fund IRA — Int/Div

Vanguard Variable Annuity — None

Common Stocks

Common Stocks — Int/Div — sold

Common Stocks — Int/Div — Sale

U.S. Savings Bond — None

Trust 2, Trustee — Int/Div — Closed

AMGN — sale

SWMXX — Closed

UGTMA Account — Int/Div

UGTMA Account — sale

HBW Plaza Lid — Distribution

Texas State Bank Accounts — Interest

Centennial Money Mkt. — Interest — closed

Evergreen Money Market — Interest — closed

Trustee (Until December 26, 2006, when trust was closed), Trust # 2

Agreement — 1.1997 — State of Texas Retirement Plan, no control

Reimbursement — Austin Bar Association Intellectual Property Law Association — Nov. 10-11, Austin, TX, Attend Appreciation Dinner for Fed. Cir. Judge, and District Judges with patent cases. (Milage, meals, hotel)

Reimbursement — University of Texas School of Law, Continuing Legal Education — October 25-26, Austin, TX Speaker on Patent Law to Attorney CLE seminar. (Milage meals, and hotel)

Reimbursement — State Bar of Texas — July 27-28, Lake Tahoe CA. Speaker on Patent Law to Attorney CLE seminar. (Travel, meals, and hotel)

Spouse's income — 2006 — Drama Teacher/Performer self-employed

I. Part VII, lines 12 and 17 - the symbol for these funds changed from VWNFX (as shown on report for 2005 at part VII lines 12 and 17 respectively) to

VWNAX as part of internal automatic change by mutual fund company. No gain or loss occurred.

2. Part VII, lines 32-35 - The stock in the trust was sold as noted. All proceeds went into the money market part of the account (SWMMX) and then all funds

were distributed and the trust was closed.

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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