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What was filed

  • 97

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • ExxonMobil Employment Pension
  • Partner, Crain, Caton & James Law Firm

As filed

IRA #1 (H)

ExxonMobil — Dividend — Distributed (part)

Invesco Amer Franchise A — Dividend — Sold (part)

Invesco Amer Franchise A — Distributed (part)

Morgan Stanley Bank Deposit Program — Interest

IRA #2 (H)

Morgan Stanley Bank Deposit Program — Interest

Invesco Amer Franchise A — Dividend

MORGAN STANLEY Active Asets Account #2 (H)

Invesco Amer Franchise A — Dividend — Buy (add'l)

ExxonMobil — Dividend — Open

Morgan Stanley Private Bank Deposit — Interest — Open

IRA #3 (H).

Triumph Resources — None

Invesco Amer Franchise A — Dividend — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Distributed (part)

Alternate Investment TCG BDC II — None

Morgan Stanley Bank Deposit Program — Interest

MORGAN STANLEY Active Assets Account #1 (H)

Alliance Bernstein Large Cap Growth Fund, Class C — Dividend

Invesco Amer Franchise A — Dividend — Open

Morgan Stanley Pruvate Bank NA — Interest

LAW FIRM 401 K PROFIT SHARING PLAN (H) — Int./Div.

Dreyfus Appreciation FD Inc 261970107 — Dividend — Distributed

BNY MELLON APPRECIATION INVESTOR DGAGX — Dividend — Buy

ALL CAP INDEX EQUITY FUND — Sold

ALL CAP INDEX EQUITY FUND R1 — Buy

REAL ESTATE, DALLAS, DALLAS COUNTY, TX PARCEL 2 — Rent

EXTRAORDINARY LIFE POLICY, NORTHWESTERN MUTUAL — Dividend

NORTHWESTERN MUTUAL "65 LIFE" POLICY #1 — Dividend

NORTHWESTERN MUTUAL "65 LIFE" POLICY #2 — Dividend

NORTHWESTERN MUTUAL "65 LIFE" POLICY #3 — Dividend

Brockerage Account #1 (H)

ABBV common — Dividend — Sold (part)

ABBV common — Sold

CVX common — Dividend — Sold (part)

CVX common — Sold

XOM common — Dividend — Sold (part)

XOM common — Sold

JNJ common — Dividend — Sold (part)

MSFT common — Dividend

PG common — Dividend — Sold (part)

PG common — Sold

Raymond James Bank Deposit Program — Interest

TXN common — Dividend

MRK common — Dividend — Sold (part)

UTX common — Dividend — Sold (part)

GOOGL common — None — Sold (part)

AAPL common — Dividend — Sold (part)

AAPL common — Sold (part)

HD common — Dividend

CSCO common — Dividend — Sold (part)

BSM limited partership — Distribution — Sold

JPM — Dividend — Sold (part)

GIS — Dividend — Sold (part)

BAC — Dividend — Sold

MOT — Buy

MOT — Sold (part)

AMZN — Buy

AMZN — Sold (part)

PFE — Dividend — Buy (add'l)

PFE — Sold (part)

CHASE CHECKING — Interest

CHASE SAVINGS — Interest

BROKERAGE ACCOUNT #2 (H)

XOM common — Dividend

Raymond James Bank Deposit Program — Interest

BROKERAGE ACCOUNT # 3 (H)

iShares MSCI EAFE Small Cap Et — Dividend

iShaes Russ 2000 ETF — Dividend

iShares 3000 ETF — Dividend

iShares MSCI EAFE Value ETF — Dividend

Vanguard FTSE Dev Mkts EIF — Dividend

Vanguard Large Cap ETF — Dividend

AB Interme Diversified Muni A — Dividend

Ameriican Century T/F BD C11 — Dividend

Amern Tax-Ex Bond of Amer A — Dividend

Artisan Partners Value Fund — Dividend

Blackrock Natl Mun Fund CI A — Dividend

Franklin Fed Tax-Free Income A — Dividend

Invesco International Growth — Dividend

John Hancock Disciplined Val A — Dividend

MFS Municipal High Income A — Dividend

T Rowe Price Blue Chip Grw I — Dividend

Thornburg Ltd Term Muni Fund A — Dividend

Victory Mun Mid-Cap Core GR A — Dividend

Edward Jones Cash — Interest

Agreement — 12/31/1987 — Exxon Mobil Pension Plan

Income — 2019 — ExxonMobil Employment Pension — $15,825.48

Spouse's income — 2019 — Partner, Crain, Caton & James Law Firm

Part VII Investments and Trusts

Lines: 2 & 4: These entrues reflect distributions from IRA #1 to Active Assets Account #2, line 1, per Required Minimum Distribution.

Line 26: This entry reflects the transfer from IRA #3 to Active Assets Account #1, line 31, per Required Minimum Distributin.

Line 33-37: Share in ABA Retirement Profit Sharing Plan. On previous reports Participant's share in the fund was reported as a lump sum. In 2019 the funds

invested in the All Cap Index Equity Fund were transfered to the All Cap Index Equity Fund R1,also a mutual fund.a The self-managed

portion of the account was invested in Dreyfus Appreciation Mutual Fund. In 2019, however the investment in that a fund was changed to BNY Mellon. These

changes in the account could only be recorded by breaking down the two parts of the plan.

Line 36: Undivided 1/8th interest in a piece of property in Dallas, Dallas County, Texas. Date of appraisal, December 6, 1994.

Line 84: Name corrected,

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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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