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What was filed

  • 67

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 5

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • 529 Acct 1
  • 529 Acct 2
  • EDTX Bar Association
  • Self employed movie, video, & music recording producer as sole owner and operator of Take A Bow, LLC.

As filed

USAA Mutual Fund USEXX — Interest

USAA Mutual Fund USSPX — Dividend

Vanguard VMMXX Money Market — Dividend

Vanguard Windsor II Fund — Dividend

Vanguard Mutual Funds IRA 1 (H)

Health Care Fund — Dividend

Windsor II Fund — Dividend

Explorer Fund — Dividend

500 Index Fund — Dividend

Vanguard Mutual fund IRA 2 - Mid-cap Index Fund — Dividend

Vanguard Mutual fund IRA 3 - 500 Index Fund — Dividend

Vanguard Mutual Fund IRA 4 - 500 Index Fund — Dividend

American Mut. Fund IRA New Perspective Fund — Dividend

Vanguard Variable Annuity Small Co. Growth — None

XOM com. stock — Dividend

BBVA USA (formerly CompassBank) Bank Accounts — Interest

529 Acct 1 - American Funds (H)

New Perspective Fund — Dividend

New World Fund — Dividend

Capital Wrld Grwth & Income — Dividend

529 Acct 2 American Funds (H)

New Perspective Fund — Dividend

New World Fund — Dividend

Capital Wrld Grwth & Income — Dividend

AMGN com. stk — Dividend

AT&T com, stk — Dividend

ADP. com. stk — Dividend

CDK Global Inc. com.stk — Dividend

CVX com. stk — Dividend

KO com. stk — Dividend

ETN com. stk — Dividend

EMR com. stk — Dividend

HD com. stk — Dividend

LLY com. stk — Dividend

MCD com. stk — Dividend

PEP com stk — Dividend

PFE com. stk — Dividend

SLB com. stk — Dividend

American Mutual Fund, New Perspective Fund — Dividend

American Mutual Fund Small Cap World — Dividend

BNY Mellon (formerlyDreyfus) S&P 500 Index Fund — Dividend

BNY Mellon (formerly Dreyfus) AMT-Free Mun. Bnd Fund — Dividend

BNY Mellon (formerly Dreyfus) Mun. Bnd. Fund — Dividend

UBS Bank USA, Deposit Account — Interest

UBS AG Deposit Accoount — Interest

Benficiary IRA (H)

AT&T com. stk — Dividend

CVX com. stk — Dividend

XOM com.stk — Dividend

WRE com. stk — Dividend

WRI com. stka — Dividend — Sold

Nuveen S&P 500 Dyn. Overwrite Fund — Dividend

Eaton Vance En. Equity Inc Fund — Dividend

John Hancock Inc Sec. Fund — Dividend

Lord AbbotBond Deb. Fund — Dividend

Franklin H.I. Fund Class A — Dividend

Franklin US Govt Sec. A — Dividend — Sold

Bank USA, Deposit Account — Interest — Distributed (part)

Vanguard Health Care VHTA — Dividend

Schwab One cash ("sweep) account — Interest

Schwab Money Market account — Interest

Wells Fargo Bank — None

Royalty Interest, Hardin County, Texas — Royalty

First State Bank — Interest

Equity points, "The Color Rose" movie — None — Buy

Equity points, "2000 Miles Til Christmas" movie — None — Buy

Equity points, "2000 Miles Til Christmas" movie — Buy (add'l)

Owner 529 Acct 1, 529 Acct 1

Owner 529 Acct 2, 529 Acct 2

Agreement — 1997 — State of Texas Retirement Plan, no control

Reimbursement — EDTX Bar Association — March 23, 2019 — San Antonio TX — Judges Meeting — Meal

Reimbursement — EDTX Bar Association — May 6, 2019 — New Orleans, LA — 5th Circuit Conference — Meal

Reimbursement — EDTX Bar Association — May 14-16, 2019 — Pottsboro & Plano TX — Planning meeting for Bench Bar Conference — Three meals

Reimbursement — EDTX Bar Association — October 22-25, 2019 — Plano, TX — Bench Bar Conference — Two meals

Reimbursement — EDTX Bar Association — February 20-21, 2019 — Sherman, TX — Speaker, Austin College Law Symposium — mileage, three meals, one night in hotel

Spouse's income — 2019 — Self employed movie, video, & music recording producer as sole owner and operator of Take A Bow, LLC.

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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