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Pull out the substance of this filing.

What was filed

  • 77

    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

Invesco Amer Franchise A — Dividend

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

ExxonMobil — Dividend

Morgan Stanley Private Bank Deposit — Interest

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)

AB LARGE-CAP GRW A — Dividend — Sold (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 A — Dividend — Sold (part)

Invesco Amer Franchise A — Dividend — Sold (part)

Morgan Stanley Pruvate Bank NA — Interest

LAW FIRM 401 K PROFIT SHARING PLAN (H)

BNY MELLON APPRECIATION INVESTOR DGAGX — Dividend

ALL CAP INDEX EQUITY FUND R2 — None

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)

JNJ common — Dividend — Sold

MSFT common — Dividend — Sold

Raymond James Bank Deposit Program — Interest

TXN common — Dividend — Sold

MRK common — Dividend — Sold

UTX common — Dividend — Sold

GOOGL common — None — Sold

AAPL common — Dividend — Sold

HD common — Dividend — Sold

CSCO common — Dividend — Sold

JPM — Dividend — Sold

GIS — Dividend — Sold

MDT — Dividend — Sold

AMZN — None — Sold

PFE — Dividend — Sold

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 Russ 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 — 2020 — ExxonMobil Employment Pension — $15,825.48

Spouse's income — 2020 — Partner, Crain, Caton & James Law Firm

Part VII Investments and Trus

Line 22. Alliance Bernstein Large Cap Growth Fund A, which appeared on lines 21 and 22 of the 2018 report and is reported on this 2020 report on line 22 was

inadvertently left off the 2019 report. The information should have been between lies 26 and 27 on the 2019 report. The information is

as follows:

Part VII B (1) B

Part VII B (2) DIV

Part VII C (1) K

Part VII C (2) T

Part VII D (1), (2), (3), (4) Blank

Line 32: Undivided 1/8th interest in a piece of property in Dallas, Dallas County, Texas. Date of appraisal, December 6, 1994.

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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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