# Ewing Werlein jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/28902 ## Record - **Judge:** Ewing Werlein jr - **Year:** 2016 - **Report type:** Annual - **Pages:** 16 ## Text Halliburton com — Int/Div Halliburton com — Int/Div BPPLC.ADR — Int/Div Exxon Mobil com — Int/Div Anadarko Petroleum Corp. com — Int/Div Wal-Mart Stores com. — Int/Div Exxon-Mobil com. — Int/Div Johnson & Johnson, com. — Int/Div Conoco Phillips, com — Int/Div Texas Capital Bankshares, com — None HCP Inc. com. — Int/Div CNL Lifestyle Props Inc. units — Distribution — note (3) mn Part vin Hines REIT. units — Int/Div — note (3) in Part vin AT&T, com — Int/Div Bristol-Myers Squibb, com — Int/Div Berkshire Hathaway CL B com — None Cisco Systems, com. — Int/Div Comcast Corp. Class A — Int/Div HP. Inc. com — Int/Div Hewlett Packard Enterprise Co., com — Int/Div Intel Corp., com — Int/Div IBM. com — Int/Div JP Morgan Chase, com — Int/Div Pepsico, Inc., com. — Int/Div Target Corp.. com. — Int/Div Sector SPDR Financial, com — Int/Div — Buy (add'l) Phillips 66, com — Int/Div Enterprise Prdts Prin, LP — Int/Div Kinder Morgan, com — Int/Div — Buy Consumer Discretionary SPDR, com — Int/Div — Buy Real Estate Select Sector SPDR — Int/Div — from line 26) Real Estate Select Sector SPDR — Sold MUTUAL FUNDS: Fidelity MM Fund — Int/Div Fidelity Low Price Stock — Int/Div Fidelity Contrafund — Int/Div Fidelity Mid-Cap Stock — Int/Div Looms Sayles Bond Fund — Int/Div Oakmark Class Fund — Int/Div Clipper Fund — Int/Div FMI Large Cap Fund — Int/Div Harbor Capital Appreciation Fund — Int/Div Oakmark Global Sel C11 Fund — Int/Div Touchstone Sands Capital Select — None — Sold Vanguard Prime MM Fund — Int/Div — Redeemed Invesco SMCP Value A — None — Sold Artisan Intl Val Invs — Int/Div Fed Kaufmann LGCPI — None LPL: Ins'd bank cash dep. sweep — Interest John Hancock Global Absolute — None — Sold Keely Small Cap Div. Value — Int/Div — Sold Western Asset Core Plus Bond — Int/Div Blackrock Nat'l Mun. Instl. Cl — Int/Div — Buy John Hancock Bond C1. — Int/Div — Buy JP Morgan Large Cap Growth Sel — Int/Div — Buy New Perspective Fund 2 — Int/Div — Buy Nuveen All American Mun. Bd. C1 1 — Int/Div — Buy BONDS and US. TREASURY NOTES. Austin ISD Tex. U/T Ref, Ser. A — Interest — Redeemed Univ Tex Perm Univ FD RFDG Ser. B — Interest ACCOUNTS IN FINANCIAL INST Northern Trust Bank, Houston, TX (Accounts) — Interest Bank of America. Houston. TX (Accounts) — Interest Comerica Bank. Houston, TX (Accounts) — Interest ML Bank Deposit Program — Interest Allegiance Bank, Houston (Accounts) — Interest — Open REAL ESTAIL: Condo-Larimer County, CO — Rent Working Interest-Cabot U., Andrews County, TX — Rovalty Rovalty Interest, Wheeler County, TX — Rovalty Royalty Interests, Martin and Dawson Counties, TX — Rovalty Royalty Interest, Glasscock County, TX (Laredo Pet) — Rovalty Fractional int. in real property, Kerr County, TX — None Rovalty Interest, Howard County, TX — Rovalty Rovalty Interest, Howard County, TX — Rent RETIREMENT & IRA ACCOUNTS. IRA Acct: John Hancock Ind. Ret Annuity — None — Note (4) in Part vi IRA ROLLOVER ACCOUNT Pfizer Inc.. com. — Int/Div Citibank FDIC Ins. Bank Deposit Sweep — Int/Div Comcast Corp. New C1. A — Int/Div Berkshire Hathaway CL B — None Home Depot, com — Int/Div Microsoft. com — Int/Div Stryker Corp., com — Int/Div Thermo Fish. Sc. com — Int/Div ADT Corp., com — Int/Div — Sold Fidelity Low Priced Stock — Int/Div Fidelity Small Cap Disc. Fund — Int/Div AMG Yacktman Fund — Int/Div Fidelity Focused Stock Fund — Int/Div — Sold Fidelity OTC Port — Int/Div IRA ROLLOVER ACCT NO. 2: CORPORATE BONDS/NOTES IN IRA ROLLOVER ACCT #2: JPMorgan Chase & Co. Notes due 01/1816 — Interest — Redeemed State Street Corp. Notes due V7/16 — Interest — Redeemed Caterpillar Fmancial due 3/1/18 — Interest Coca Cola Notes due 4/1/18 — Interest Apple Inc. Notes due 5/3/18 — Interest Berkshire Hathaway Notes due 5/15/18 — Interest Amgen Notes due 5/22/17 — Interest Goldman Sachs Notes due 10/23/19 — Interest Morgan Stanley Notes due 07/23/19 — Interest Wells Fargo Notes due 09/08/17 — Interest Fedl Home Loan Mgt Note due 09/28/17 — Interest Fedl Home Loan Bank Debenture due 1216 — Interest — Redeemed AT&T Bonds due 06/30/20 — Interest — Buy EQUITIES IN IRA ROLLOVER ACCT #2: American Express, com. — Int/Div ChevronTexaco, com — Int/Div KO, com. — Int/Div Exxon Mobil, com. — Int/Div GE, com. — Int/Div — Note (5) in Part vii P. Morgan Chase, com. — Int/Div — Note (5) in Part vi JNJ. com — Int/Div Merck, com — Int/Div PEP. com — Int/Div Walgreen, com. — Int/Div S&P Global, com. (fka McGraw-Hill) — Int/Div — change Altria Group, com — Int/Div Automatic Data Proc., com — Int/Div Occidental Pete Corp. Cal., com — Int/Div Caterpillar, Inc., com. — Int/Div — Sold Praxair Inc., com. — Int/Div Procter & Gamble., com. — Int/Div Target Corp., com, — Int/Div United Technologies Corp., com — Int/Div Texas Instruments. com. — Int/Div Abbott Labs. com — Int/Div McDonalds, com — Int/Div Philip Morris Intl, com — Int/Div Total SA. com. — Int/Div IBM. com. — None — Sold Nestle Sponsored ADR. com — Int/Div Roche Holdings Ltd. Spon. ADR, com — Int/Div Franklin Resources. com — Int/Div — Sold Walt Disney Co.. com. — Int/Div Air Products & Chems.. com. — Int/Div Black Rock, com — Int/Div Novo Nordisk AS ADR. com — Int/Div Time Wamer Cable. com — Int/Div — Sold Kinder Morgan, com — Int/Div Abbvie Inc.. com — Int/Div Canadian Pac Ry Lid., com — Int/Div State Street Corp., com. — Int/Div Novartis AG Spon. ADR, com — Int/Div Celgene, com. — None Diageo PLC Spon. ADR New, com — Int/Div Chubb Ltd.. com (fka Ace Ltd.) — Int/Div — change Intercontinental Exchange Group, com. — Int/Div VISA, com. — Int/Div Constellation Brands, com — Int/Div — Buy Intuitive Surgical, com — None — Buy Microsoft, com. — Int/Div — Buy Califorma Res.. com — None — from line 122) Califorma Res.. com — Sold Versum Matls, com — None — from line 13%) CASH ACCOUNTS IN IRA ROLLOVER ACCT NO. 2: Raymond James Ins'd Bank Dep Program — Interest IRA ROLLOVER NO. 3 Bank of America NA ins. cash account — Interest ML cash account (Y) Lord Abbett Short Fund — Int/Div iShares Barclays TIPS BO — Int/Div Oppenheimer Senior Floating Rate — Int/Div AT&T Inc GLB bonds due 3/11/19 — Interest Bear-Stearms GLB bonds due 2/1/18 — Interest BNP Paribas Ser. Mtn. bonds due 12/12/18 — Interest ConocoPhillips bonds due 2/1/19 — Interest Goldman Sachs Group Inc. bonds due 2/15/19 — Interest Hewlett Packard GLB bonds due 1/14/19 — Interest JPMorgan Chase & Co. bonds due 1/28/19 — Interest Travelers Cos. Sr. Notes due 5/15/18 — Interest USD Bank Nova Scotia bonds due 1030/18 — Interest Verizon Comm. bonds due 4/1/19 — Interest — Redeemed AT&T Inc., com. — Int/Div TRUST NO. 2 Fidelity MM — Int/Div Fidelity Low Price Stock — Int/Div AMG Yacktman Fund — Int/Div — Sold (part) Fidelity Small Cap Discovery Fund — Int/Div Fidelity OTC Portfolio Fund — Int/Div Dr. Pepper Snapple. com — Int/Div Kroger, com — Int/Div — Sold Valero Energy, com. — Int/Div — Sold Director (and until 02/01/17, Chairperson of The Methodist Hospital Board), The Methodist Hospital, Houston, Texas (d/b/a Houston Methodist Hospital) Until 02/01/17, as Chairperson of TMH Board, director ex officio wivote, Medvest Holdings, Inc.; Methodist Health Centers; Methodist Intemational; (cont'd in Note (1) in Part VIII) Unnl 0201/17, as Charman of TMH Board, director ex officio w/o vole:, Diagnostic Center Hospital Corp. of Texas: Medvest Inc. (cont'd in Note (2) in Part VIII Trustee, Trust No. 2 (1) Part | POSITIONS, line 2, also the following subsidiaries: The Methodist Hospital Foundation: The Methodist Hospital Research Institute, TMH Health Care Group, and TMH Medical Office Buildings Condominium Association. On and after 02/01/17, when no longer Chairperson of the Board, but as Senior Chair of The Methodist Hospital Board, | was a member with vote of the following subsidiaries only: Methodist Health Centers, The Methodist Hospital Foundation, The Methodist Hospital Research Institute, and TMH Health Care Group. (2) Part | POSITIONS, line 3, also the following subsidiaries: Methodist Willowbrook Medical Office Bldgs Condominium Association; Methodist Willowbrook Medical Office Bldgs 11 Condominium Association; SIMH-Alexander Condominium Association: San Jacinto Methodist Hospital; SIMH Condominium Association; The Methodist Hospital Condominium Association; TMH Medical Office Buildings; and Methodist West Houston Medical Office Building Condominium Association; Houston Methodist St. Catherine Medical Office Building Condominium Association; and Houston Methodist The Woodlands Medical Office Building Condominium Association. On und after 02/01/17, when no longer Chairperson of The Methodist Hospital Board, | was no longer a director m any capacity of any of the foregoing named entities on line 3. (3) Part VII, page 4, lines 12 & 13: The year-end values of CNL Lifestyle Props. Inc. units, and Hines REIT, which are real estate REITS that are not publicly traded, are derived from the portfolio manager through whom the asset was purchased. (4) Part VII, page 8, line 77: The year-end value of IRA account in John Hancock Ind. Retirement Annuity, which is not publicly traded, was provided by John Hancock Life Ins. Co, (5) Part VII, p. 10, between line 113 and line 114. My 2015 Report at this point mistakenly included "INTC, com." which had all been sold on 08/06/15, not "part" us shown. Thus, this IRA Rollover account owned no INTC on 12/31/15. This Note makes that correction. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28902. Public record. Not legal advice.