Ask Donna

Pull out the substance of this filing.

What was filed

  • 61

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Employees Retirement System of Texas (ERS)
  • Concho Resources Inc.

As filed

Brokerage Account, Wells Fargo Advisors

Cash Sweep — Interest

Apple, Inc. — Dividend

Atmos Energy Corporation — Dividend

AT&T Inc. — Dividend

NextEra 5% pfd — Interest

Wells Fargo 5.125% pfd — Dividend

Wells Fargo Bank (Accounts) CD/SAV — Interest — Buy

First National Bank of Mertzon (Accounts) CD — Interest

SEP IRA, Wells Fargo Advisors

Cash Sweep — Interest

Exxon — Dividend

Southwest Securities, Inc. (H) Hilltop Securities

Cash/Money Market (X) Plains Capital Bank CASIT — Interest

SL Green Realty Corp (X) — Dividend

Block Financial LLC (X) SR. Note 5.125 % Due 1-20-23 — Dividend

Jefferies Group Inc. (X) — Interest

Kinross Gold Corp (X) GLDGAL-Note 5.125% Due 9-1-21 — Interest

CAIBX (X) — Dividend

CWGIX (X) — Dividend

AGTHX (X) — Dividend

Hines Global REIT (X) — Dividend

BP (X) — Dividend

Flower Mound Certs (X) — Interest

Schertz-Cibolo (X) — Interest

Harris County Cultural (X) — Interest

Tarrant Count (X) — Interest

Chevron Corporation (X) — Dividend

Continental Resources Inc. (X) — None

Deer & Company (X) — Dividend

Exelon Corporation (X) — Dividend

Gabelli Utility Trust (X) — Dividend

Interdigital Inc. (X) — Dividend

Lightstream Resources (X) — Dividend

Newfield Exploration (X) — Dividend

Bank of America Corp (X) — Interest

SHRAX (X) — Dividend

VAPAX (X) — Dividend

ETFAX (X) — Dividend

GDV (X) — Dividend

Irving TX Water & Sewer (X) — Interest

Albuquerque Cnty WT REF BDS (X) — Interest

West Travis Cnty Pub Util BDS (X) — Interest

Santa Fe Mex Gross Rec. Tax Rev Bonds (X) — Interest

Crowley TX ISD BDS (X) — Interest

Lonestar College System Lmtd Tax BDS (X) — Interest

PXSGX (X) — Dividend

Arlington TX SPL Tax Rev. (X) — Interest

Broken Arrow OK Go (X) — Interest

BBH (X) — Interest

XLF (X) — Dividend

XLRE (X) — Dividend

NKE (X) — Dividend

Jackson Variable Anunity (X) — None

JNL Multi-Manager Small Cap Growth (X) — None

JNL Mellon capital Oil & Gas Sector (X) — None

JNL FPA+DL Flex Allocation (X) — None

JNL Franklin Templeton Global Growth (X) — None

JNL Mellon Capital Healthcare Sector (X) — None

JNL S&P Intrinsic Value (X) — None

JNL American Blue Chip Inc & Growth (X) — None

Agreement — 1989 — State of Texas Retirement Plan

Income — 2019 — Employees Retirement System of Texas (ERS) — $46,692.00

Spouse's income — 2019 — Concho Resources Inc.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Robert A. Junell | Frix