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What was filed

  • 41

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • One third owner of condo, Breckenridge, CO.
  • Houston Business and Tax Law, University of Houston Law Center, Houston, Texas
  • American Bar Association (Judicial Division)
  • University of Houston Law Center, Adjunct Professor, Employee
  • Self-employed (writer)

As filed

Condo-1/3 owner-Breckenridge CO. — Rent

Morgan Stanley (formerly Dean Witter)- IRA

Morgan Stanley U.S. Government Sec Tr D (USGAX) (formerly USGDX) — Dividend

Invesco Comstock Y (ACSTX) (formerly ACSDX) — Dividend

MSIF Capital Growth Inst. (MSEGX) (formerly MSEQX) — Dividend

MSIFT Discovery A (MACGX) (formerly MSIF Tr Cap Growth Inst. MPEGX) — Dividend

MSIF Active Intl Allocatin A (MSIBX) (formerly MSACX) — Dividend

Blackrock Low Dur Bd Inv Svc (BLDAX) (formerly BFMSX) — Dividend

E V Income Fund of Boston A (EVIBX) (formerly EIBIX) — Dividend

Western Asset Core Plus Bd Fi (WAPAX) (formerly WACPX) — Dividend

Invesco VK Small Cap Value Y (VSCAX) (formerly VSMIX) — Dividend

Invesco Premier PTF Instl (IUGXX) (formerly IPPXX) — Dividend

Stanley Morgan (Dean Witter Trust Co)- IRA

Invesco Tech. Sector A (IFOAX) (formerly Morgan Stanley Tech. Fund A) — Dividend

MSIF Growth A (MSEGX) (formerly Morgan Stanley Focus Growth Fund A) — Dividend

Invesco Diverified Dividend A (LCEAX) — Dividend

Prudential Whole Life — Dividend

Prudential Whole Life — Dividend

Insurance Trust-Prudential Variable Life

Prudential Stock (common) — Dividend

PSF Government Money Market — Interest

AST Loomis Sayless LC Gro (formerly AST Marsico Capital Grth) — Dividend

AST Hotchkis & Wiley LCV (formerly AST Large-Cap Value) — Dividend

SP US Emerging Growth — Dividend

PSF Value — Dividend

Morgan Stanley MS Bank NA (formerly Liquid Asset Fund) — Interest

Prudential Stock (common) — Dividend

Prudential Stock (common) — Dividend

Prudential Variable Life

PSF Government Money Market — Interest

AST Loomis Sayless LC Gro (formerly AST Marsico Capital Grth) — Dividend

SP US Emerging Growth — Dividend

AST Hotchkis & Wiley LCV (formerly AST Large-Cap Value) — Dividend

PSF Value — Dividend

Prudential Whole Life — Dividend

Morgan Stanley 529 College Savings #1, Age Based-aggressive Risk — Dividend

Morgan Stanley 529 College Savings #2, Age Based-Moderate Risk — Dividend

Morgan Stanley 529 College Savings #3, Age Based-Moderate Risk — Dividend

Carnival Cruise Line (CCL) — Dividend

Morgan Stanley 529 College Savings #4, Age Based-Moderate Risk — Dividend

Morgan Stanley 529 College Savings #5, Age Based-Moderate Risk — Dividend

Partner-JAME-A Joint Venture, One third owner of condo, Breckenridge, CO.

Board of Directors, Houston Business and Tax Law, University of Houston Law Center, Houston, Texas

Reimbursement — American Bar Association (Judicial Division) — 1/23 - 1/27/2019 — Las Vegas, Nevada — Attended Conference — Reimbursed for transportation, meals and lodging (partial).

Income — 2019 — University of Houston Law Center, Adjunct Professor, Employee — $3,200.00

Spouse's income — 2019 — Self-employed (writer)

VII. INVESTMENT & TRUSTS:

1. (M) (R) Method Cost: Date of purchase: 9/84, Amount: $63,333-1/3 owner.

17. (V) Other: Cash Surrender Value.

18. (V) Other: Cash Surrender Value.

19. (T) Cash Market and (V) Other: Cash Surrender Value.

29. (V) Other: Cash Surrender Value.

35. (V) Other: Cash Surender Value.

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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Juan F. Vasquez | Frix