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What was filed

  • 288

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Frost Bank

As filed

Frost Bank Cash Account — Interest

Cardiology Associates Profit Sharing Plan (H)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Dividend — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

US Savings Bonds Ser 2 (Formerly US Savings Bonds Ser I) — None

US Savings Bonds Ser 4 (Formerly US Savings Bonds Ser I) — None

Vanguard Short Term Inv Grade Instl — Dividend — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Cohen & Steers Instl Realty Fd — Dividend — Sold

MFS Value Fund I — Dividend — Sold (part)

Hartford Floating Rate Fund Cl I — Dividend — Sold

JHancock Disciplined Value Mid Cap — Dividend — Buy (add'l)

JHancock Disciplined Value Mid Cap — Sold (part)

Gabelli Small Cap Growth (Y)

T Row Price Mid Cap Growth Fund — Dividend — Buy (add'l)

T Row Price Mid Cap Growth Fund — Sold (part)

T Row Price Mid Cap Growth Fund — Buy (add'l)

Vanguard 500 Index Fund - Admiral — Dividend — Sold (part)

Vanguard 500 Index Fund - Admiral — Sold (part)

Victory Small Co Opp Fund — Dividend — Sold

Frost Total Return Bond Fd Cl A — Dividend — Buy (add'l)

Frost Total Return Bond Fd Cl A — Buy (add'l)

Frost Total Return Bond Fd Cl A — Buy (add'l)

Frost Total Return Bond Fd Cl A — Buy (add'l)

Frost Total Return Bond Fd Cl A — Sold (part)

Frost Total Return Bond Fd Cl A — Sold (part)

Metropolitan West T/R Bond - I (Y)

Harding Loevner Intl Eq Fd Instl — Dividend — Sold (part)

Harding Loevner Intl Eq Fd Instl — Sold (part)

Harding Loevner Intl Eq Fd Instl — Sold (part)

Frost Credit Fund Inv Cl — Dividend — Sold (part)

Frost Credit Fund Inv Cl — Sold (part)

T Rowe Price Growth Stock Fund — Dividend — Sold (part)

T Rowe Price Growth Stock Fund — Sold (part)

T Rowe Price Growth Stock Fund — Sold (part)

T Rowe Price Growth Stock Fund — Buy (add'l)

Oppenheimber Total Return Bd — Dividend — Sold

Vanguard Sm Cap Growth Adm — Dividend — Sold

Baird Aggregate Bd Fd — Dividend — Buy

Baird Aggregate Bd Fd — Buy (add'l)

Baird Aggregate Bd Fd — Buy (add'l)

Baird Aggregate Bd Fd — Buy (add'l)

Fidelity Conservative Inc Bd — Dividend — Buy

Fidelity Conservative Inc Bd — Buy (add'l)

Pimco Foreign Bond Fd — Dividend — Buy

Artisan High Income Fd — Dividend — Buy

Artisan High Income Fd — Buy (add'l)

Artisan High Income Fd — Sold (part)

Artisan High Income Fd — Sold (part)

Lazard Intl Eqty Port — Dividend — Buy

Lazard Intl Eqty Port — Sold (part)

Lazard Intl Eqty Port — Sold (part)

T Rowe Price Intl Disc Fd — Dividend — Buy

T Rowe Price Intl Disc Fd — Sold (part)

Cash Value of Life Insurance (H)

Equitable Financial Life (formerly Mutual of New York) — Interest

Massachusetts Mutual — Dividend

Lincoln Natl Life Ins Co — Dividend

Lincoln Natl Life Ins Co — Dividend

American Bank #1 — Interest

American Bank #2 — Interest

VCSP/College America #1 (H)

American Funds Growth Fund of America — Dividend — Buy (add'l)

American Funds Investment Company of America — Dividend

Smallcap World Fund-529A — Dividend

VCSP/College America #2 (H)

American Funds Growth Fund of America — Dividend — Buy (add'l)

American Funds Investment Company of America — Dividend

Smallcap World Fund-529A — Dividend

Education Trust #1 - Real Estate, — None

Education Trust #2 - Real Estate, — None

Family Realty LLC - Real Estate, — None

2008 Lifetime Trust, Real Estate, — None

Frost Bank - K — Interest

Frost Bank - J — Interest

Frost Bank - S — Interest

Frost Bank — Interest

Camden Nat'l Bank — None

Frost Bank Cash Account — Interest

Cardiology Associates Profit Sharing Plan (H)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Dividend — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Cash Value of Life Insurance (H)

T Rowe Price Intl Disc Fd — Sold (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

US Savings Bonds Ser 2 (Formerly US Savings Bonds Ser I) — None

US Savings Bonds Ser 4 (Formerly US Savings Bonds Ser I) — None

Vanguard Short Term Inv Grade Instl — Dividend — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Cohen & Steers Instl Realty Fd — Dividend — Sold

MFS Value Fund I — Dividend — Sold (part)

Hartford Floating Rate Fund Cl I — Dividend — Sold

JHancock Disciplined Value Mid Cap — Dividend — Buy (add'l)

JHancock Disciplined Value Mid Cap — Sold (part)

Gabelli Small Cap Growth (Y)

T Row Price Mid Cap Growth Fund — Dividend — Buy (add'l)

T Row Price Mid Cap Growth Fund — Sold (part)

T Row Price Mid Cap Growth Fund — Buy (add'l)

Vanguard 500 Index Fund - Admiral — Dividend — Sold (part)

Vanguard 500 Index Fund - Admiral — Sold (part)

Victory Small Co Opp Fund — Dividend — Sold

Frost Total Return Bond Fd Cl A — Dividend — Buy (add'l)

Frost Total Return Bond Fd Cl A — Buy (add'l)

Frost Total Return Bond Fd Cl A — Buy (add'l)

Frost Total Return Bond Fd Cl A — Buy (add'l)

Frost Total Return Bond Fd Cl A — Sold (part)

Frost Total Return Bond Fd Cl A — Sold (part)

Metropolitan West T/R Bond - I (Y)

Harding Loevner Intl Eq Fd Instl — Dividend — Sold (part)

Harding Loevner Intl Eq Fd Instl — Sold (part)

Harding Loevner Intl Eq Fd Instl — Sold (part)

Frost Credit Fund Inv Cl — Dividend — Sold (part)

Frost Credit Fund Inv Cl — Sold (part)

T Rowe Price Growth Stock Fund — Dividend — Sold (part)

T Rowe Price Growth Stock Fund — Sold (part)

T Rowe Price Growth Stock Fund — Sold (part)

T Rowe Price Growth Stock Fund — Buy (add'l)

Oppenheimber Total Return Bd — Dividend — Sold

Vanguard Sm Cap Growth Adm — Dividend — Sold

Baird Aggregate Bd Fd — Dividend — Buy

Baird Aggregate Bd Fd — Buy (add'l)

Baird Aggregate Bd Fd — Buy (add'l)

Baird Aggregate Bd Fd — Buy (add'l)

Fidelity Conservative Inc Bd — Dividend — Buy

Fidelity Conservative Inc Bd — Buy (add'l)

Pimco Foreign Bond Fd — Dividend — Buy

Artisan High Income Fd — Dividend — Buy

Artisan High Income Fd — Buy (add'l)

Artisan High Income Fd — Sold (part)

Artisan High Income Fd — Sold (part)

Lazard Intl Eqty Port — Dividend — Buy

Lazard Intl Eqty Port — Sold (part)

Lazard Intl Eqty Port — Sold (part)

T Rowe Price Intl Disc Fd — Dividend — Buy

Equitable Financial Life (formerly Mutual of New York) — Interest

Massachusetts Mutual — Dividend

Lincoln Natl Life Ins Co — Dividend

Lincoln Natl Life Ins Co — Dividend

American Bank #1 — Interest

American Bank #2 — Interest

VCSP/College America #1 (H)

American Funds Growth Fund of America — Dividend — Buy (add'l)

American Funds Investment Company of America — Dividend

Smallcap World Fund-529A — Dividend

VCSP/College America #2 (H)

American Funds Growth Fund of America — Dividend — Buy (add'l)

American Funds Investment Company of America — Dividend

Smallcap World Fund-529A — Dividend

Education Trust #1 - Real Estate, — None

Education Trust #2 - Real Estate, — None

Family Realty LLC - Real Estate, — None

2008 Lifetime Trust, Real Estate, — None

Frost Bank - K — Interest

Frost Bank - J — Interest

Frost Bank - S — Interest

Frost Bank — Interest

Camden Nat'l Bank — None

Frost Bank Cash Account — Interest

Cardiology Associates Profit Sharing Plan (H)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Dividend — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

Invesco STIT Govt & Agcy (fka Invesco STIC Prime) — Distributed (part)

US Savings Bonds Ser 2 (Formerly US Savings Bonds Ser I) — None

US Savings Bonds Ser 4 (Formerly US Savings Bonds Ser I) — None

Vanguard Short Term Inv Grade Instl — Dividend — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Vanguard Short Term Inv Grade Instl — Buy (add'l)

Cohen & Steers Instl Realty Fd — Dividend — Sold

MFS Value Fund I — Dividend — Sold (part)

Hartford Floating Rate Fund Cl I — Dividend — Sold

JHancock Disciplined Value Mid Cap — Dividend — Buy (add'l)

JHancock Disciplined Value Mid Cap — Sold (part)

Gabelli Small Cap Growth (Y)

T Row Price Mid Cap Growth Fund — Dividend — Buy (add'l)

T Row Price Mid Cap Growth Fund — Sold (part)

T Row Price Mid Cap Growth Fund — Buy (add'l)

Vanguard 500 Index Fund - Admiral — Dividend — Sold (part)

Vanguard 500 Index Fund - Admiral — Sold (part)

Victory Small Co Opp Fund — Dividend — Sold

Frost Total Return Bond Fd Cl A — Dividend — Buy (add'l)

Frost Total Return Bond Fd Cl A — Buy (add'l)

Frost Total Return Bond Fd Cl A — Buy (add'l)

Frost Total Return Bond Fd Cl A — Buy (add'l)

Frost Total Return Bond Fd Cl A — Sold (part)

Frost Total Return Bond Fd Cl A — Sold (part)

Metropolitan West T/R Bond - I (Y)

Harding Loevner Intl Eq Fd Instl — Dividend — Sold (part)

Harding Loevner Intl Eq Fd Instl — Sold (part)

Harding Loevner Intl Eq Fd Instl — Sold (part)

Frost Credit Fund Inv Cl — Dividend — Sold (part)

Frost Credit Fund Inv Cl — Sold (part)

T Rowe Price Growth Stock Fund — Dividend — Sold (part)

T Rowe Price Growth Stock Fund — Sold (part)

T Rowe Price Growth Stock Fund — Sold (part)

T Rowe Price Growth Stock Fund — Buy (add'l)

Oppenheimber Total Return Bd — Dividend — Sold

Vanguard Sm Cap Growth Adm — Dividend — Sold

Baird Aggregate Bd Fd — Dividend — Buy

Baird Aggregate Bd Fd — Buy (add'l)

Baird Aggregate Bd Fd — Buy (add'l)

Baird Aggregate Bd Fd — Buy (add'l)

Fidelity Conservative Inc Bd — Dividend — Buy

Fidelity Conservative Inc Bd — Buy (add'l)

Pimco Foreign Bond Fd — Dividend — Buy

Artisan High Income Fd — Dividend — Buy

Artisan High Income Fd — Buy (add'l)

Artisan High Income Fd — Sold (part)

Artisan High Income Fd — Sold (part)

Lazard Intl Eqty Port — Dividend — Buy

Lazard Intl Eqty Port — Sold (part)

Lazard Intl Eqty Port — Sold (part)

T Rowe Price Intl Disc Fd — Dividend — Buy

T Rowe Price Intl Disc Fd — Sold (part)

Cash Value of Life Insurance (H)

Equitable Financial Life (formerly Mutual of New York) — Interest

Massachusetts Mutual — Dividend

Lincoln Natl Life Ins Co — Dividend

Lincoln Natl Life Ins Co — Dividend

American Bank #1 — Interest

American Bank #2 — Interest

VCSP/College America #1 (H)

American Funds Growth Fund of America — Dividend — Buy (add'l)

American Funds Investment Company of America — Dividend

Smallcap World Fund-529A — Dividend

VCSP/College America #2 (H)

American Funds Growth Fund of America — Dividend — Buy (add'l)

American Funds Investment Company of America — Dividend

Smallcap World Fund-529A — Dividend

Education Trust #1 - Real Estate, — None

Education Trust #2 - Real Estate, — None

Family Realty LLC - Real Estate, — None

2008 Lifetime Trust, Real Estate, — None

Frost Bank - K — Interest

Frost Bank - J — Interest

Frost Bank - S — Interest

Frost Bank — Interest

Camden Nat'l Bank — None

Liability — Frost Bank — Unsecured Line of Credit

Liability — Frost Bank — Unsecured Line of Credit

Liability — Frost Bank — Unsecured Line of Credit

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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