James Rodney Gilstrap

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 576

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 9

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • Tommy B. & Lucille Jackson Slaughter Foundation No. 2
  • T. Whitfield Davidson Foundation
  • Baylor University
  • State Bar of Texas
  • Marshall Floral Co.-salary

As filed

Alliance-Bemstein Large Cap Growth Fund class A — Int/Div

American Electric Power-common stock — Int/Div

AT&T Inc-common stock — Int/Div

Berkshire Hathaway Class B common stock — Int/Div

Boeing Co. common stock — Int/Div

Carriage Svcs Inc -common stock — Int/Div

Citigroup common stock — Int/Div

Coca Cola Co. common stock — Int/Div

Colgate Palmolive Co. common stock — Int/Div

Coming Inc. common stock — Int/Div

Dell Technologies Inc. common stock — None

Disney Co. common stock — Int/Div

Emerson Electric common stock — Int/Div

Exxon Mobil common stock — Int/Div

Federated Muni Ultrashort Fd Is. #253 — Int/Div

Ford Motor Co. common stock — Int/Div

General Electric common stock — Int/Div

Home Depot common stock — Int/Div

16M common stock — Int/Div

Intel common stock — Int/Div

Invesco Large Cap. Growth Fund Class A — Int/Div

JNJ common stock — Int/Div

JP Morgan Chase common stock — Int/Div

Mass Investors Growth Stock Fund Class A — Int/Div

McDonalds Corp. common stock — Int/Div

Merck & Co. Inc. common stock — Int/Div

Microsoft common stock — Int/Div

MMM common stock — Int/Div

Norfork Southern Co. common stock — Int/Div

Pepsico Inc. common stock — Int/Div

Pfizer common stock — Int/Div

Proctor & Gamble common stock — Int/Div

Schlumberger Ltd. common stock — Int/Div

Southern Co. common stock — Int/Div

S&P Global Inc. common stock — Int/Div

Spdr S&P 500 b1F Trust common stock — Int/Div

Sysco Corp. comon stock — Int/Div

Target Stores common stock — Int/Div

United Parcel Service Inc common stock — Int/Div — Buy

Verizon Communications common stock — Int/Div

Viatris Inc common stock — Int/Div — from line 31)

Wabtec Corp. common stock — Int/Div

WalMart Stores Inc. common stock — Int/Div

Woodside Petroleum common stock — Int/Div

Weyerhaeuser common stock — Int/Div

Mineral Rights, Harrison Co. ‘1X, Comstock Ros.#2 GU — Royalty

Mineral Rights, Harrison Co. TX Comstock-Kennedy GU — Royalty

Mineral Rights, Harrison Co. TX H.T Newman GU — Royalty

Muni Bond-Canyon Tx. Wtr. Authority Contr. Rev. — Interest

Muni Bond-Cnp Utility District — Interest

Muni Bond-Crosby ‘1X Indpt. Sch Dist. Tax Sch Bldg Bds. — Interest

Muni Bond-Crosby 1X Mun Util Distr — Interest — Buy

Muni Bond-Denton Tx — Interest

Muni Bond-Tenn State GO — Interest

Muni Bond-Panola College GO — Interest

Muni Bond-Uab Medicine Financing Auth Alabama Revenue Bonds — Interest

Muni Bond-Katy Tex Indpt. Sch. Dist Tax Sch Bldg Bds. — Interest

Muni Bond-Galveston Co. ‘1X Housing Rev. — Interest

Muni Bond-Prosper TX GO — Interest

Muni Bond-Dickens Co. TX Pub. Fac. Rev — Interest

Muni Bond-TN Energy Acq. Rev — Interest

Muni Bond-West Hartford Conn. GO — Interest — Sold

Muni Bond-Tomball Texas Comb Tax & Rev Bonds — Interest

Muni Bond-Lubbock Cooper ISD GO — Interest

Muni Bond-Bryan TX ISD GO Rfdg 2017 — Interest

Muni Bond- Bryan TX Wtrwks & Swr Sys Rev Bonds — Interest

Muni Bond-Bryan. ‘1X — Interest — Buy

Muni Bond-College Station '1X GO Impt & Ref Bonds — Interest

Muni Bond-Cypress Hill Muni Utility Bond — Interest

Muni Bond-Fort Bend Cnty Tex Muni Bond — Interest

Muni Bond-Port Arthur TX ISD GO Bond — Interest — Redeemed

Muni Bond-Lewisville 1X ISD Bond — Interest

Muni Bond-Sugar Land Tex GO Ref Bond — Interest

Mineral Rights, Harrison Co. ‘1X Comstock- Dinkle GU — Royalty

Mineral Rights, Harrison Co. '1 X Comstock- Blalock GU — Royalty

Mineral Rights, Harrison Co. TX Comstock- Dickard GU — Royalty

Mineral Rights, Harrison Co. TX Merit Energy-Frank Davis GU — Royalty

Mineral Rights, Harrison Co. ‘1X Tanos Foreman GU — Royalty

Mineral Rights, Harrison Co. ‘1X Valence Oper-Mobley GU — Royalty

Mineral Rights, Harrison Co. '1X Valence A. Snider GU — Royalty

70 acres Harrison Co., TX Timber Tract — None

178.66 acres Harrison Co. TX Timber Tract — None

52 acres Harrison Co. ‘1X Timber Tract — None

23.06 acres Harrison Co. ‘1X Timber Tract — None

476 acres Cass Co. ‘1X Timber Tract — None

Mineral Rights, Panola Co. ‘1X Vice Shivers GU — Royalty

CapitalOne Bank-Marshall ‘1X various bank accts. — Interest

BancorpSouth-Marshall TX checking acct — None

Chase Bank-Marshall TX M/Mkt. acct #1 — Interest

Edward Jones Cash Mgn. Acct#1 — Interest

1X Bank & Trust: M/Mkt accts — Interest

Hancock Whitney Bank-Marshall ‘1X; M: Mkt Acct. — Interest

BancorpSouth Marshall, TX CD — Interest

Citizens National Bank-Marshall TX M/ Mkt. acct. — Interest

Edward Jones Cash Mgn. Acct. #2 — Interest

Reassure America Universal Life Policy — Interest

Crescom Bank Charleston SC CD — Interest — Sold

First FINL Bank, Cincinnati OH CD — Interest — Sold

City National Bank. Miami FL CD — Interest — Sold

First National Bank. Omaha Nebraska CD — Interest — Sold

Citizens Bank NA. Providence RI CD — Interest — Sold

Foundation #1 (H)

Goldman Sachs GVM! acct — Int/Div

Accenture common stock — Int/Div

AT&T common stock — Int/Div

Abbott Labs common stock — Int/Div

Abbvie Inc. common stock — Int/Div

Altria Group common stock — Int/Div

American Express common stock — Int/Div — Sold

Amgen common stock — Int/Div

Apple Inc. common stock — Int/Div

Auto Data Processing common stock — Int/Div

Becton Dickinson common stock — Int/Div

Boeing common stock — Int/Div

BP PLC Spon ADR common stock — Int/Div

CSX common stock — Int/Div

Chevron common stock — Int/Div

Cisco Sys Inc common stock — Int/Div

Coca Cola common stock — Int/Div

ConocoPhillips common stock — Int/Div

Deere & Co. common stock — Int/Div

Digital Rity. Tr. Inc. common stock — Int/Div

Disney common stock — Int/Div

Dominion Res. common stock — Int/Div

Dow Inc. common stock — Int/Div

DuPont common stock — Int/Div — Sold

Entergy common stock — Int/Div

Enterprise Prods Partners LP com unit — Int/Div — Sold

ExxonMobil common stock — Int/Div

GE common stock — Int/Div — Sold

Goldman Sachs common stock — Int/Div — Sold

Home Depot common stock — Int/Div

Honeywell common stock — Int/Div

Intel common stock — Int/Div

IBM common stock — Int/Div

iShares MSCI EAFE Index Fund (EI Fr) — Int/Div

iShares Russell 2000 Value Fund (E1F) — Int/Div

Chase common stock — Int/Div

JNJ common stock — Int/Div

Eli Lilly common stock — Int/Div

Magellan Midstream Partners LP Com — Int/Div — Sold

McDonald's common stock — Int/Div

McKesson common stock — Int/Div

Medtronic common stock — Int/Div

Microsoft common stock — Int/Div

Mondelez Int. Inc. common stock — Int/Div

Nike common stock — Int/Div

Occidental Pete Cor. Com common stock — Int/Div

Oracle common stock — Int/Div

Plains All Amem Pipeline LP LTD Partnership Int. — Distribution — Sold

PNC finl. Svcs Group common stock — Int/Div — Sold

Pfizer Inc. common stock — Int/Div

Philip Morris common stock — Int/Div

Phillips 66 common stock — Int/Div

PG common stock — Int/Div

Qualcomm common stock — Int/Div

Roval Dutch Shell PLC common stock — Int/Div

Spdr S&P Midcap 400 Etf Trust Fund — Int/Div

Schumberger common stock — Int/Div

Simon Ppty Group common stock — Int/Div — Sold

Southern Co, common stock — Int/Div

3M common stock — Int/Div

Travelers common stock — Int/Div

United Parcel Service common stock — Int/Div — Buy

Verizon common stock — Int/Div

Wells Fargo common stock — Int/Div — Sold

Conoco Inc. Sr. Note — Interest

General Elec Cap. Corp. MIN Note — Interest

Honeywell Inc. Deb. Note — Interest

Intemational Business Machs Corp. Deb Note — Interest

Merck & Co. Inc. Deb. Note — Interest

Vanguard Total Bond Mkt. Index Fund — Int/Div

CapitalOne checking/operating acct — None

Mineral Rights; BP-W_E. Jackson GU Harrison Co. Tx — Royalty

Mineral Rights; BP-Findley-B GU Harrison Co. Tx — Royalty

Mineral Rights; BP-Geo. Slaughter-B GU Harrison Co. Tx — Royalty

Foundation #2 (H)

BancorpSouth Bank-checking — None — Open

CapitalOne Bank-checking — None — Closed

3300 acres timberland in NW Harrison Co be 4 — None

Edward Jones MMKT Cash Acct — Int/Div

AT & T common stock — Int/Div

Emerson Elecric common stock — Int/Div

JNJ common stock — Int/Div

Pepsico common stock — Int/Div

PG comon stock — Int/Div

Royal Dutch Shell common stock-ADR — Int/Div

Wells Fargo Bank NA CD — Interest — Sold

Mineral Rights; TexOk-Davidson #3 oil unit, Harrison Co. Tx — Royalty

Mineral Rights; TexOk-Davidson #7 oil unit, Harrison Co. Tx — Royalty

Mineral Rights; TexOk-Davidson #13 oil unit. Harrison Co.Tx — Royalty

Mineral Rights; Harleton O&G-Davidson well, Harrison Co. Tx — Royalty

Alliance-Bemstein Large Cap Growth Fund class A — Int/Div

American Electric Power-common stock — Int/Div

AT&T Inc-common stock — Int/Div

Berkshire Hathaway Class B common stock — Int/Div

Boeing Co. common stock — Int/Div

Carriage Svcs Inc -common stock — Int/Div

Citigroup common stock — Int/Div

Coca Cola Co. common stock — Int/Div

Colgate Palmolive Co. common stock — Int/Div

Coming Inc. common stock — Int/Div

Dell Technologies Inc. common stock — None

Disney Co. common stock — Int/Div

Emerson Electric common stock — Int/Div

Exxon Mobil common stock — Int/Div

Federated Muni Ultrashort Fd Is. #253 — Int/Div

Ford Motor Co. common stock — Int/Div

General Electric common stock — Int/Div

Home Depot common stock — Int/Div

16M common stock — Int/Div

Intel common stock — Int/Div

Invesco Large Cap. Growth Fund Class A — Int/Div

JNJ common stock — Int/Div

JP Morgan Chase common stock — Int/Div

Mass Investors Growth Stock Fund Class A — Int/Div

McDonalds Corp. common stock — Int/Div

Merck & Co. Inc. common stock — Int/Div

Microsoft common stock — Int/Div

MMM common stock — Int/Div

Norfork Southern Co. common stock — Int/Div

Pepsico Inc. common stock — Int/Div

Pfizer common stock — Int/Div

Proctor & Gamble common stock — Int/Div

Schlumberger Ltd. common stock — Int/Div

Southern Co. common stock — Int/Div

S&P Global Inc. common stock — Int/Div

Spdr S&P 500 b1F Trust common stock — Int/Div

Sysco Corp. comon stock — Int/Div

Target Stores common stock — Int/Div

United Parcel Service Inc common stock — Int/Div — Buy

Verizon Communications common stock — Int/Div

Viatris Inc common stock — Int/Div — from line 31)

Wabtec Corp. common stock — Int/Div

WalMart Stores Inc. common stock — Int/Div

Woodside Petroleum common stock — Int/Div

Weyerhaeuser common stock — Int/Div

Mineral Rights, Harrison Co. ‘1X, Comstock Ros.#2 GU — Royalty

Mineral Rights, Harrison Co. TX Comstock-Kennedy GU — Royalty

Mineral Rights, Harrison Co. TX H.T Newman GU — Royalty

Muni Bond-Canyon Tx. Wtr. Authority Contr. Rev. — Interest

Muni Bond-Cnp Utility District — Interest

Muni Bond-Crosby ‘1X Indpt. Sch Dist. Tax Sch Bldg Bds. — Interest

Muni Bond-Crosby 1X Mun Util Distr — Interest — Buy

Muni Bond-Denton Tx — Interest

Muni Bond-Tenn State GO — Interest

Muni Bond-Panola College GO — Interest

Muni Bond-Uab Medicine Financing Auth Alabama Revenue Bonds — Interest

Muni Bond-Katy Tex Indpt. Sch. Dist Tax Sch Bldg Bds. — Interest

Muni Bond-Galveston Co. ‘1X Housing Rev. — Interest

Muni Bond-Prosper TX GO — Interest

Muni Bond-Dickens Co. TX Pub. Fac. Rev — Interest

Muni Bond-TN Energy Acq. Rev — Interest

Muni Bond-West Hartford Conn. GO — Interest — Sold

Muni Bond-Tomball Texas Comb Tax & Rev Bonds — Interest

Muni Bond-Lubbock Cooper ISD GO — Interest

Muni Bond-Bryan TX ISD GO Rfdg 2017 — Interest

Muni Bond- Bryan TX Wtrwks & Swr Sys Rev Bonds — Interest

Muni Bond-Bryan. ‘1X — Interest — Buy

Muni Bond-College Station '1X GO Impt & Ref Bonds — Interest

Muni Bond-Cypress Hill Muni Utility Bond — Interest

Muni Bond-Fort Bend Cnty Tex Muni Bond — Interest

Muni Bond-Port Arthur TX ISD GO Bond — Interest — Redeemed

Muni Bond-Lewisville 1X ISD Bond — Interest

Muni Bond-Sugar Land Tex GO Ref Bond — Interest

Chase common stock — Int/Div

Mineral Rights, Harrison Co. ‘1X Comstock- Dinkle GU — Royalty

Mineral Rights, Harrison Co. '1 X Comstock- Blalock GU — Royalty

Mineral Rights, Harrison Co. TX Comstock- Dickard GU — Royalty

Mineral Rights, Harrison Co. TX Merit Energy-Frank Davis GU — Royalty

Mineral Rights, Harrison Co. ‘1X Tanos Foreman GU — Royalty

Mineral Rights, Harrison Co. ‘1X Valence Oper-Mobley GU — Royalty

Mineral Rights, Harrison Co. '1X Valence A. Snider GU — Royalty

70 acres Harrison Co., TX Timber Tract — None

178.66 acres Harrison Co. TX Timber Tract — None

52 acres Harrison Co. ‘1X Timber Tract — None

23.06 acres Harrison Co. ‘1X Timber Tract — None

476 acres Cass Co. ‘1X Timber Tract — None

Mineral Rights, Panola Co. ‘1X Vice Shivers GU — Royalty

CapitalOne Bank-Marshall ‘1X various bank accts. — Interest

BancorpSouth-Marshall TX checking acct — None

Chase Bank-Marshall TX M/Mkt. acct #1 — Interest

Edward Jones Cash Mgn. Acct#1 — Interest

1X Bank & Trust: M/Mkt accts — Interest

Hancock Whitney Bank-Marshall ‘1X; M: Mkt Acct. — Interest

BancorpSouth Marshall, TX CD — Interest

Citizens National Bank-Marshall TX M/ Mkt. acct. — Interest

Edward Jones Cash Mgn. Acct. #2 — Interest

Reassure America Universal Life Policy — Interest

Crescom Bank Charleston SC CD — Interest — Sold

First FINL Bank, Cincinnati OH CD — Interest — Sold

City National Bank. Miami FL CD — Interest — Sold

First National Bank. Omaha Nebraska CD — Interest — Sold

Citizens Bank NA. Providence RI CD — Interest — Sold

Foundation #1 (H)

Goldman Sachs GVM! acct — Int/Div

Accenture common stock — Int/Div

AT&T common stock — Int/Div

Abbott Labs common stock — Int/Div

Abbvie Inc. common stock — Int/Div

Altria Group common stock — Int/Div

American Express common stock — Int/Div — Sold

Amgen common stock — Int/Div

Apple Inc. common stock — Int/Div

Auto Data Processing common stock — Int/Div

Becton Dickinson common stock — Int/Div

Boeing common stock — Int/Div

BP PLC Spon ADR common stock — Int/Div

CSX common stock — Int/Div

Chevron common stock — Int/Div

Cisco Sys Inc common stock — Int/Div

Coca Cola common stock — Int/Div

ConocoPhillips common stock — Int/Div

Deere & Co. common stock — Int/Div

Digital Rity. Tr. Inc. common stock — Int/Div

Disney common stock — Int/Div

Dominion Res. common stock — Int/Div

Dow Inc. common stock — Int/Div

DuPont common stock — Int/Div — Sold

Entergy common stock — Int/Div

Enterprise Prods Partners LP com unit — Int/Div — Sold

ExxonMobil common stock — Int/Div

GE common stock — Int/Div — Sold

Goldman Sachs common stock — Int/Div — Sold

Home Depot common stock — Int/Div

Honeywell common stock — Int/Div

Intel common stock — Int/Div

IBM common stock — Int/Div

iShares MSCI EAFE Index Fund (EI Fr) — Int/Div

iShares Russell 2000 Value Fund (E1F) — Int/Div

JNJ common stock — Int/Div

Eli Lilly common stock — Int/Div

Magellan Midstream Partners LP Com — Int/Div — Sold

McDonald's common stock — Int/Div

McKesson common stock — Int/Div

Medtronic common stock — Int/Div

Microsoft common stock — Int/Div

Mondelez Int. Inc. common stock — Int/Div

Nike common stock — Int/Div

Occidental Pete Cor. Com common stock — Int/Div

Oracle common stock — Int/Div

Plains All Amem Pipeline LP LTD Partnership Int. — Distribution — Sold

PNC finl. Svcs Group common stock — Int/Div — Sold

Pfizer Inc. common stock — Int/Div

Philip Morris common stock — Int/Div

Phillips 66 common stock — Int/Div

PG common stock — Int/Div

Qualcomm common stock — Int/Div

Roval Dutch Shell PLC common stock — Int/Div

Spdr S&P Midcap 400 Etf Trust Fund — Int/Div

Schumberger common stock — Int/Div

Simon Ppty Group common stock — Int/Div — Sold

Southern Co, common stock — Int/Div

3M common stock — Int/Div

Travelers common stock — Int/Div

United Parcel Service common stock — Int/Div — Buy

Verizon common stock — Int/Div

Wells Fargo common stock — Int/Div — Sold

Conoco Inc. Sr. Note — Interest

General Elec Cap. Corp. MIN Note — Interest

Honeywell Inc. Deb. Note — Interest

Intemational Business Machs Corp. Deb Note — Interest

Merck & Co. Inc. Deb. Note — Interest

Vanguard Total Bond Mkt. Index Fund — Int/Div

CapitalOne checking/operating acct — None

Mineral Rights; BP-W_E. Jackson GU Harrison Co. Tx — Royalty

Mineral Rights; BP-Findley-B GU Harrison Co. Tx — Royalty

Mineral Rights; BP-Geo. Slaughter-B GU Harrison Co. Tx — Royalty

Foundation #2 (H)

BancorpSouth Bank-checking — None — Open

CapitalOne Bank-checking — None — Closed

3300 acres timberland in NW Harrison Co be 4 — None

Edward Jones MMKT Cash Acct — Int/Div

AT & T common stock — Int/Div

Emerson Elecric common stock — Int/Div

JNJ common stock — Int/Div

Pepsico common stock — Int/Div

PG comon stock — Int/Div

Royal Dutch Shell common stock-ADR — Int/Div

Wells Fargo Bank NA CD — Interest — Sold

Mineral Rights; TexOk-Davidson #3 oil unit, Harrison Co. Tx — Royalty

Mineral Rights; TexOk-Davidson #7 oil unit, Harrison Co. Tx — Royalty

Mineral Rights; TexOk-Davidson #13 oil unit. Harrison Co.Tx — Royalty

Mineral Rights; Harleton O&G-Davidson well, Harrison Co. Tx — Royalty

Alliance-Bemstein Large Cap Growth Fund class A — Int/Div

American Electric Power-common stock — Int/Div

AT&T Inc-common stock — Int/Div

Berkshire Hathaway Class B common stock — Int/Div

Boeing Co. common stock — Int/Div

Carriage Svcs Inc -common stock — Int/Div

Citigroup common stock — Int/Div

Coca Cola Co. common stock — Int/Div

Colgate Palmolive Co. common stock — Int/Div

Coming Inc. common stock — Int/Div

Dell Technologies Inc. common stock — None

Disney Co. common stock — Int/Div

Emerson Electric common stock — Int/Div

Exxon Mobil common stock — Int/Div

Federated Muni Ultrashort Fd Is. #253 — Int/Div

Ford Motor Co. common stock — Int/Div

General Electric common stock — Int/Div

Home Depot common stock — Int/Div

16M common stock — Int/Div

Intel common stock — Int/Div

Invesco Large Cap. Growth Fund Class A — Int/Div

JNJ common stock — Int/Div

JP Morgan Chase common stock — Int/Div

Mass Investors Growth Stock Fund Class A — Int/Div

McDonalds Corp. common stock — Int/Div

Merck & Co. Inc. common stock — Int/Div

Microsoft common stock — Int/Div

MMM common stock — Int/Div

Norfork Southern Co. common stock — Int/Div

Pepsico Inc. common stock — Int/Div

Pfizer common stock — Int/Div

Proctor & Gamble common stock — Int/Div

Schlumberger Ltd. common stock — Int/Div

Southern Co. common stock — Int/Div

S&P Global Inc. common stock — Int/Div

Spdr S&P 500 b1F Trust common stock — Int/Div

Sysco Corp. comon stock — Int/Div

Target Stores common stock — Int/Div

United Parcel Service Inc common stock — Int/Div — Buy

Verizon Communications common stock — Int/Div

Viatris Inc common stock — Int/Div — from line 31)

Wabtec Corp. common stock — Int/Div

WalMart Stores Inc. common stock — Int/Div

Woodside Petroleum common stock — Int/Div

Weyerhaeuser common stock — Int/Div

Mineral Rights, Harrison Co. ‘1X, Comstock Ros.#2 GU — Royalty

Mineral Rights, Harrison Co. TX Comstock-Kennedy GU — Royalty

Mineral Rights, Harrison Co. TX H.T Newman GU — Royalty

Muni Bond-Canyon Tx. Wtr. Authority Contr. Rev. — Interest

Muni Bond-Cnp Utility District — Interest

Muni Bond-Crosby ‘1X Indpt. Sch Dist. Tax Sch Bldg Bds. — Interest

Muni Bond-Crosby 1X Mun Util Distr — Interest — Buy

Muni Bond-Denton Tx — Interest

Muni Bond-Tenn State GO — Interest

Muni Bond-Panola College GO — Interest

Muni Bond-Uab Medicine Financing Auth Alabama Revenue Bonds — Interest

Muni Bond-Katy Tex Indpt. Sch. Dist Tax Sch Bldg Bds. — Interest

Muni Bond-Galveston Co. ‘1X Housing Rev. — Interest

Muni Bond-Prosper TX GO — Interest

Muni Bond-Dickens Co. TX Pub. Fac. Rev — Interest

Muni Bond-TN Energy Acq. Rev — Interest

Muni Bond-West Hartford Conn. GO — Interest — Sold

Muni Bond-Tomball Texas Comb Tax & Rev Bonds — Interest

Muni Bond-Lubbock Cooper ISD GO — Interest

Muni Bond-Bryan TX ISD GO Rfdg 2017 — Interest

Muni Bond- Bryan TX Wtrwks & Swr Sys Rev Bonds — Interest

Muni Bond-Bryan. ‘1X — Interest — Buy

Muni Bond-College Station '1X GO Impt & Ref Bonds — Interest

Muni Bond-Cypress Hill Muni Utility Bond — Interest

Muni Bond-Fort Bend Cnty Tex Muni Bond — Interest

Muni Bond-Port Arthur TX ISD GO Bond — Interest — Redeemed

Muni Bond-Lewisville 1X ISD Bond — Interest

Muni Bond-Sugar Land Tex GO Ref Bond — Interest

Mineral Rights, Harrison Co. ‘1X Comstock- Dinkle GU — Royalty

Mineral Rights, Harrison Co. '1 X Comstock- Blalock GU — Royalty

Mineral Rights, Harrison Co. TX Comstock- Dickard GU — Royalty

Mineral Rights, Harrison Co. TX Merit Energy-Frank Davis GU — Royalty

Mineral Rights, Harrison Co. ‘1X Tanos Foreman GU — Royalty

Mineral Rights, Harrison Co. ‘1X Valence Oper-Mobley GU — Royalty

Mineral Rights, Harrison Co. '1X Valence A. Snider GU — Royalty

70 acres Harrison Co., TX Timber Tract — None

178.66 acres Harrison Co. TX Timber Tract — None

52 acres Harrison Co. ‘1X Timber Tract — None

23.06 acres Harrison Co. ‘1X Timber Tract — None

476 acres Cass Co. ‘1X Timber Tract — None

Mineral Rights, Panola Co. ‘1X Vice Shivers GU — Royalty

CapitalOne Bank-Marshall ‘1X various bank accts. — Interest

BancorpSouth-Marshall TX checking acct — None

Chase Bank-Marshall TX M/Mkt. acct #1 — Interest

Edward Jones Cash Mgn. Acct#1 — Interest

1X Bank & Trust: M/Mkt accts — Interest

Hancock Whitney Bank-Marshall ‘1X; M: Mkt Acct. — Interest

BancorpSouth Marshall, TX CD — Interest

Citizens National Bank-Marshall TX M/ Mkt. acct. — Interest

Edward Jones Cash Mgn. Acct. #2 — Interest

Reassure America Universal Life Policy — Interest

Crescom Bank Charleston SC CD — Interest — Sold

First FINL Bank, Cincinnati OH CD — Interest — Sold

City National Bank. Miami FL CD — Interest — Sold

First National Bank. Omaha Nebraska CD — Interest — Sold

Citizens Bank NA. Providence RI CD — Interest — Sold

Foundation #1 (H)

Goldman Sachs GVM! acct — Int/Div

Accenture common stock — Int/Div

AT&T common stock — Int/Div

Abbott Labs common stock — Int/Div

Abbvie Inc. common stock — Int/Div

Altria Group common stock — Int/Div

American Express common stock — Int/Div — Sold

Amgen common stock — Int/Div

Apple Inc. common stock — Int/Div

Auto Data Processing common stock — Int/Div

Becton Dickinson common stock — Int/Div

Boeing common stock — Int/Div

BP PLC Spon ADR common stock — Int/Div

CSX common stock — Int/Div

Chevron common stock — Int/Div

Cisco Sys Inc common stock — Int/Div

Coca Cola common stock — Int/Div

ConocoPhillips common stock — Int/Div

Deere & Co. common stock — Int/Div

Digital Rity. Tr. Inc. common stock — Int/Div

Disney common stock — Int/Div

Dominion Res. common stock — Int/Div

Dow Inc. common stock — Int/Div

DuPont common stock — Int/Div — Sold

Entergy common stock — Int/Div

Enterprise Prods Partners LP com unit — Int/Div — Sold

ExxonMobil common stock — Int/Div

GE common stock — Int/Div — Sold

Goldman Sachs common stock — Int/Div — Sold

Home Depot common stock — Int/Div

Honeywell common stock — Int/Div

Intel common stock — Int/Div

IBM common stock — Int/Div

iShares MSCI EAFE Index Fund (EI Fr) — Int/Div

iShares Russell 2000 Value Fund (E1F) — Int/Div

Chase common stock — Int/Div

JNJ common stock — Int/Div

Eli Lilly common stock — Int/Div

Magellan Midstream Partners LP Com — Int/Div — Sold

McDonald's common stock — Int/Div

McKesson common stock — Int/Div

Medtronic common stock — Int/Div

Microsoft common stock — Int/Div

Mondelez Int. Inc. common stock — Int/Div

Nike common stock — Int/Div

Occidental Pete Cor. Com common stock — Int/Div

Oracle common stock — Int/Div

Plains All Amem Pipeline LP LTD Partnership Int. — Distribution — Sold

PNC finl. Svcs Group common stock — Int/Div — Sold

Pfizer Inc. common stock — Int/Div

Philip Morris common stock — Int/Div

Phillips 66 common stock — Int/Div

PG common stock — Int/Div

Qualcomm common stock — Int/Div

Roval Dutch Shell PLC common stock — Int/Div

Spdr S&P Midcap 400 Etf Trust Fund — Int/Div

Schumberger common stock — Int/Div

Simon Ppty Group common stock — Int/Div — Sold

Southern Co, common stock — Int/Div

3M common stock — Int/Div

Travelers common stock — Int/Div

United Parcel Service common stock — Int/Div — Buy

Verizon common stock — Int/Div

Wells Fargo common stock — Int/Div — Sold

Conoco Inc. Sr. Note — Interest

General Elec Cap. Corp. MIN Note — Interest

Honeywell Inc. Deb. Note — Interest

Intemational Business Machs Corp. Deb Note — Interest

Merck & Co. Inc. Deb. Note — Interest

Vanguard Total Bond Mkt. Index Fund — Int/Div

CapitalOne checking/operating acct — None

Mineral Rights; BP-W_E. Jackson GU Harrison Co. Tx — Royalty

Mineral Rights; BP-Findley-B GU Harrison Co. Tx — Royalty

Mineral Rights; BP-Geo. Slaughter-B GU Harrison Co. Tx — Royalty

Foundation #2 (H)

BancorpSouth Bank-checking — None — Open

CapitalOne Bank-checking — None — Closed

3300 acres timberland in NW Harrison Co be 4 — None

Edward Jones MMKT Cash Acct — Int/Div

AT & T common stock — Int/Div

Emerson Elecric common stock — Int/Div

JNJ common stock — Int/Div

Pepsico common stock — Int/Div

PG comon stock — Int/Div

Royal Dutch Shell common stock-ADR — Int/Div

Wells Fargo Bank NA CD — Interest — Sold

Mineral Rights; TexOk-Davidson #3 oil unit, Harrison Co. Tx — Royalty

Mineral Rights; TexOk-Davidson #7 oil unit, Harrison Co. Tx — Royalty

Mineral Rights; TexOk-Davidson #13 oil unit. Harrison Co.Tx — Royalty

Mineral Rights; Harleton O&G-Davidson well, Harrison Co. Tx — Royalty

Trustee, Tommy B. & Lucille Jackson Slaughter Foundation No. 2

Trustee, T. Whitfield Davidson Foundation

Trustee, Tommy B. & Lucille Jackson Slaughter Foundation No. 2

Trustee, T. Whitfield Davidson Foundation

Trustee, Tommy B. & Lucille Jackson Slaughter Foundation No. 2

Trustee, T. Whitfield Davidson Foundation

Reimbursement — Baylor University — 01/11/20-01/12/20 — Waco. TX — Activity of professional association — Travel

Reimbursement — State Bar of Texas — 02/21/20-02/23/20 — Houston, TX — Activity of professional association — Travel

Reimbursement — managerial mtg Funded by Court (Judiciary)

Reimbursement — Baylor University — 01/11/20-01/12/20 — Waco. TX — Activity of professional association — Travel

Reimbursement — State Bar of Texas — 02/21/20-02/23/20 — Houston, TX — Activity of professional association — Travel

Reimbursement — managerial mtg Funded by Court (Judiciary)

Reimbursement — Baylor University — 01/11/20-01/12/20 — Waco. TX — Activity of professional association — Travel

Reimbursement — State Bar of Texas — 02/21/20-02/23/20 — Houston, TX — Activity of professional association — Travel

Reimbursement — managerial mtg Funded by Court (Judiciary)

Spouse's income — 2020 — Marshall Floral Co.-salary

Spouse's income — 2020 — Marshall Floral Co.-salary

Spouse's income — 2020 — Marshall Floral Co.-salary

The appraisal date for all items listed in Part VII was 12-31-20.

Tommy B. and Lucille Jackson Slaughter Foundation No. 2 is identified in Part VII as Foundation #1.

T. Whitfield Davidson Foundation is identified in Part VII as Foundation #2.

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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