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Pull out the substance of this filing.

What was filed

  • 66

    investments

  • 13

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 10

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • American Law Institute
  • American Bar Foundation
  • Texas Bar Foundation
  • Austin Bar Foundation
  • Texas Supreme Court Historical Society
  • Judicature––The Scholarly Journal for Judges
  • ConSource––The Constitutional Sources Project
  • Honors College, Baylor University
  • Harlan Institute
  • Texas Review of Law & Politics
  • Federalist Society for Law and Public Policy Studies (Austin Lawyers Chapter)
  • Federalist Society for Law and Public Policy Studies
  • Texas Lyceum
  • Chase
  • Federalist Society (Boston College & Suffolk Law Schools)
  • Duke University School of Law
  • Federalist Society (Duke Law Student Chapter)
  • George Mason University, Scalia Law School
  • Federalist Society
  • Federalist Society (Milwaukee Lawyers Chapter)
  • SMU, Dedman School of Law
  • Federalist Society (Columbia Law School Student Chapter )
  • Federalist Society (Phoenix Lawyers Chapter)
  • Judicial Retirement Systems of Texas

As filed

Individual Assets (H)

Chase (cash) — Interest

Rental Property, Travis County, Texas — Rent

When Angels Sing Productions, LP — None

Brokerage Account #1 (H)

E*TRADE Financial Corp. (ETFC) — Dividend

Brokerage Account #2 (H)

JPMorgan TR II Liquid Assets Money Market (QWERQ) (cash eq.) — Dividend — Sold (part)

JPMorgan TR II Liquid Assets Money Market (QWERQ) (cash eq.) — Sold (part)

JPMorgan TR II Liquid Assets Money Market (QWERQ) (cash eq.) — Sold (part)

Coverdell ESA #1 (H)

Citigroup Inc. (C) — Dividend

Vanguard High Div Yield (VYM) — Dividend — Buy

Gamco Global Growth Fund Class AAA (GICPX) — Dividend

Akre Focus Fund Retail Class (AKREX) — Dividend

Vanguard Real Estate Index Admiral (VGSLX) — Dividend — Buy

Vanguard REIT Index Fund Investor Shares (VGSIX) — Dividend — Sold

Vangaurd Emerging Markets Admiral (VEMAX) — Dividend — Buy

Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) — Dividend — Sold

Vanguard Total Stock Market Admiral (VTSAX) — Dividend — Buy

Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) — Dividend — Sold

Coverdell ESA #2 (H)

Citigroup Inc. (C) — Dividend

Vanguard High Dividend Yield (VYM) — Dividend — Buy

Wal-Mart Stores Inc. (WMT) — Dividend

Gamco Global Growth Fund Class AAA (GICPX) — Dividend

Akre Focus Fund Retail Class (AKREX) — Dividend

Vanguard Total Stock Market Admiral (VTSAX) — Dividend — Buy

Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) — Dividend — Sold

Voya Russia Fund Class A (LETRX) — Dividend

Coverdell ESA #3 (H)

Vanguard High Dividend Yield (VYM) — Dividend — Buy

Buffalo Small Cap Fund (BUFSX) — Dividend

Akre Focus Fund Retail Class (AKREX) — Dividend

Vanguard Total Stock Market Admiral (VTSAX) — Dividend — Buy

Vanguard Total Stock Market Index Fund (VTSMX) — Dividend — Sold

Roth IRA #1 (H)

GAMCO Global Growth Fund Class AAA (GICPX) — Dividend

Lazard U.S. Realty Income Portfolio Open Shares (LRIOX) — Dividend

Vanguard Real Estate Index Admiral (VGSLX) — Dividend — Buy

Vanguard REIT Index Fund Investor Shares (VGSIX) — Dividend — Sold

Vanguard Total Stock Market Admiral (VTSAX) — Dividend — Buy

Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) — Dividend — Sold

Voya Russia Fund Class A (LETRX) — Dividend

Roth IRA #2 (H)

GAMCO Global Growth Fund Class AAA (GICPX) — Dividend

Lazard U.S. Realty Income Portfolio Open Shares (LREOX) — Dividend

Vanguard Real Estate Index Admiral (VGSLX) — Dividend — Buy

Vanguard REIT Index Fund Investor Shares (VGSIX) — Dividend — Sold

Vangaurd Total Stock Market Admiral (VTSAX) — Dividend — Buy

Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) — Dividend — Sold

Voya Russia Fund Class A (LETRX) — Dividend

Texa$aver 401(k) Plan (H)

Fidelity Diversified International Fund (FDIVX) — Dividend

Lord Abbett Small Cap Value Fund I (LRSYX) — Dividend

Victory Munder Mid-Cap Core Growth Fund (MGOYX) — Dividend

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) — Dividend

Vanguard Wellington Admiral (VWENX) — Dividend

BlackRock Bond Index Fund (BMOIX) — None

Texa$aver 457 Plan (H)

Fidelity Diversified International Fund (FDIVX) — Dividend

Lord Abbett Small Cap Value Fund I (LRSYX) — Dividend

Victory Munder Mid-Cap Core Growth Fund (MGOYX) — Dividend

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) — Dividend

Vanguard Wellington Admiral (VWENX) — Dividend

BlackRock Bond Index Fund (BMOIX) — None

Member, American Law Institute

Life Fellow, American Bar Foundation

Life Fellow, Texas Bar Foundation

Life Fellow, Austin Bar Foundation

Fellow, Texas Supreme Court Historical Society

Editorial Board, Judicature––The Scholarly Journal for Judges

National Advisory Board, ConSource––The Constitutional Sources Project

Advisory Council, Honors College, Baylor University

Advisory Board, Harlan Institute

Board of Advisors, Texas Review of Law & Politics

Board of Advisors, Federalist Society for Law and Public Policy Studies (Austin Lawyers Chapter)

Member, Federalist Society for Law and Public Policy Studies

Advisory Council, Texas Lyceum

Agreement — 2017 — State of Texas Employee Retirement System (defined benefit pension plan)

Liability — Chase — Credit Card

Reimbursement — Federalist Society (Boston College & Suffolk Law Schools) — January 24-25, 2019 — Boston, MA — Speech — Transportation, meals, lodging

Reimbursement — Duke University School of Law — January 31- February 2, 2019 — Durham, NC — Speech/Luncheon — Transportation, meals, lodging

Reimbursement — Federalist Society (Duke Law Student Chapter) — February 21, 2019 — Durham, NC — Speech — Transportation

Reimbursement — George Mason University, Scalia Law School — April 25-26, 2019 — Arlington, VA — Inaugural Scalia Forum — Transportation, meals, lodging

Reimbursement — Federalist Society — May 27-June 1, 2019 — Phoenix, AZ — Speech — Transportation, meals, lodging

Reimbursement — George Mason University, Scalia Law School — June 23-30, 2019 — Beaver Creek, Colorado — Speech — Transportation, meals, lodging

Reimbursement — Federalist Society (Milwaukee Lawyers Chapter) — September 10-11, 2019 — Milwaukee, WI — Randa Lecture — Transportation, meals, lodging

Reimbursement — SMU, Dedman School of Law — October 17, 2019 — Dallas TX — Goldberg Lecture — Transportation, meals

Reimbursement — Federalist Society (Columbia Law School Student Chapter ) — October 31- November 1, 2019 — New York, NY — Speech — Transportation, meals, lodging

Reimbursement — Federalist Society (Phoenix Lawyers Chapter) — December 12, 2019 — Phoenix, AZ — Speech — Transportation, meals

Income — 2019 — Judicial Retirement Systems of Texas — $61,117.56

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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Don R. Willett | Frix