Hal R. Ray jr
2020
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Pull out the substance of this filing.
What was filed
285
investments
15
positions
0
gifts
3
agreements
0
debts
0
reimbursements
6
income
0
spouse income
Named parties
- Family Trust # 1
- Estate # 1 (no reportable assets)
- You're On!, Inc.
- Family Trust #2 (no reportable assets)
- Estate # 2
- Teacher Retirement System survivor pension
- Pope law firm final fee payment per 06-24-2016 agreement
As filed
Trust # 1 (H)
Etrade Bank sweep account (Y)
U.S. Savings Bonds — Interest
BBVA Bank cash account — Interest
IRA # 1 (H)
Vanguard Target Retirement Fund 2025 — Dividend
Vanguard Target Retirement Fund 2030 — Dividend
Vanguard Target Retirement Fund 2035 — Dividend
Vanguard Target Retirement Fund 2040 — Dividend
Vanguard Total Stock Market Index Fund — Dividend — Buy (add'l)
Vanguard Total Bond Market Index Fund — Dividend
Vanguard S&P 500 Index ETF (X) — Dividend — Buy
Vanguard S&P 500 Index ETF (X) — Buy (add'l)
Vanguard Cash Reserves Fed MM Fund (formerly Prime MM Fund) (Y)
Vanguard Federal Money Market Fund — Dividend — Buy (add'l)
Account # 3 (H)
Vanguard Short-Term Tax Exempt Bond Fund — Dividend
Vanguard Total Stock Market Index Fund — Dividend — Buy (add'l)
Vanguard Total Stock Market Index Fund — Buy (add'l)
Vanguard Federal Money Market Fund — Dividend — Sold (part)
Vanguard Federal Money Market Fund — Sold (part)
Denton Co., Texas Bond — Interest — Redeemed
Bridgeport Independent School District Bond — Interest — Redeemed
Edinburg, Texas Local Government Bond — Interest
Harris County, Texas Cultural Educational Facilities Bond — Interest
Iliinois Finance Authority Bond — Interest
Lower Colorado River Authority Bond — Interest
Texas Transportation Commission Bond — Interest
Account # 4 (H)
Vang. 529 Plan Commence. Fund (formerly Income Port. Fund) — None
Account 7 (H)
Fidelity Four in One Index Fund — Sold
Abbvie, Inc. common stock — Dividend
Abbot Labs common stock — Dividend
American Electric Power Inc. common stock — Dividend
Applied Materials Inc. common stock — Dividend
Caterpillar Inc. common stock — Dividend
CME Group Inc. common stock — Dividend
Cummins Inc. common stock — Dividend
CSX Corp. common stock — Dividend
Chevron Corp. common stock — Dividend — Buy (add'l)
Chevron Corp. common stock — Buy (add'l)
HollyFrontier Corp common stock — Dividend — Buy
HollyFrontier Corp common stock — Buy (add'l)
Huntington Bancshares Inc. common stock — Dividend — Donated
L3Harris Technologies Corp. common stock (formerly Harris Technolog) — Dividend
Humana Inc. common stock — Dividend
Mondelez International Inc. common stock — Dividend
Merck & Co., Inc. common stock — Dividend
Valero Energy Corp common stock — Dividend — Buy
Vanguard Intermediate Term Bond ETF — Dividend — Buy
Vanguard Intermediate Term Bond ETF — Buy (add'l)
Vanguard Intermediate Term Bond ETF — Buy (add'l)
Vanguard Shor Term Bond ETF — Dividend — Buy
Vanguard Shor Term Bond ETF — Buy (add'l)
Vanguard Shor Term Bond ETF — Buy (add'l)
Vanguard S&P 500 ETF — Buy
Albuquerque Bernalillo Cnty bond — Interest
Anne Arundel Cnty bond — Interest
Arizona Brd Regents bond — Interest
Arizona State Transportation bond — Interest
Athens Clarke Cnty Ga bond — Interest
Clarke Conty Ga Hosp bond — Interest
Clear Creek TX ISD bond — Interest
Columbia SC Waterworks bond — Interest
Durham NC Capital Financing bond — Interest
Horry Cnty SC School Dist bond — Interest
Indiana State Fin Authority bond — Interest
Indiana University Lease bond — Interest
Iowa State Brd Regents Hosp bond — Interest
Iowa State Spl Oblig bond — Interest
Mecklenburg County NC bond — Interest
Met Govt Nashville & TN bond — Interest
Missouri State Board Pub Bldgs bond — Interest
NM Fin Auth bond — Interest
Pflugerville TX ISD bond — Interest
Provo UT Go Ref bond — Interest
State Bd of Regenets UT bond — Interest
Virginia State Res Auth bond — Interest
Weatherford TX Utility System bond — Interest
E*Trade Cash Account — Interest
Estate # 2 (H)
Berthel Fisher & Co. Bank Deposit Sweep (X)
Miscellaneous (H)
Walt Disney Company common stock — Dividend
Texas Tomorrow Fund account — None
HSA Bank — Interest
Bank of America cash accounts — Interest
Union Square Credit Union cash accounts — Interest
Texoma Community Credit Union cash accounts — Interest
American General Life Insurance Co. cash value of policies — Interest
Jackson National Life Insurance Co. cash value of policy — Interest
MetLife, Inc. cash value of policy — Interest
Royalty Interests, Tarrant County, Texas — Royalty
Working Interests, Bonds Ranch Wells, Tarrant County, Texas — Royalty
Trust # 1 (H)
Etrade Bank sweep account (Y)
U.S. Savings Bonds — Interest
BBVA Bank cash account — Interest
IRA # 1 (H)
Vanguard Target Retirement Fund 2025 — Dividend
Vanguard Target Retirement Fund 2030 — Dividend
Vanguard Target Retirement Fund 2035 — Dividend
Vanguard Target Retirement Fund 2040 — Dividend
Vanguard Total Stock Market Index Fund — Dividend — Buy (add'l)
Vanguard Total Bond Market Index Fund — Dividend
Vanguard S&P 500 Index ETF (X) — Dividend — Buy
Vanguard S&P 500 Index ETF (X) — Buy (add'l)
Vanguard Cash Reserves Fed MM Fund (formerly Prime MM Fund) (Y)
Vanguard Federal Money Market Fund — Dividend — Buy (add'l)
Account # 3 (H)
Vanguard Short-Term Tax Exempt Bond Fund — Dividend
Vanguard Total Stock Market Index Fund — Dividend — Buy (add'l)
Vanguard Total Stock Market Index Fund — Buy (add'l)
Vanguard Federal Money Market Fund — Dividend — Sold (part)
Vanguard Federal Money Market Fund — Sold (part)
Denton Co., Texas Bond — Interest — Redeemed
Bridgeport Independent School District Bond — Interest — Redeemed
Edinburg, Texas Local Government Bond — Interest
Harris County, Texas Cultural Educational Facilities Bond — Interest
Iliinois Finance Authority Bond — Interest
Lower Colorado River Authority Bond — Interest
Texas Transportation Commission Bond — Interest
Account # 4 (H)
Vang. 529 Plan Commence. Fund (formerly Income Port. Fund) — None
Account 7 (H)
Fidelity Four in One Index Fund — Sold
Abbvie, Inc. common stock — Dividend
Abbot Labs common stock — Dividend
American Electric Power Inc. common stock — Dividend
Applied Materials Inc. common stock — Dividend
Caterpillar Inc. common stock — Dividend
CME Group Inc. common stock — Dividend
Cummins Inc. common stock — Dividend
CSX Corp. common stock — Dividend
Chevron Corp. common stock — Dividend — Buy (add'l)
Chevron Corp. common stock — Buy (add'l)
HollyFrontier Corp common stock — Dividend — Buy
HollyFrontier Corp common stock — Buy (add'l)
Huntington Bancshares Inc. common stock — Dividend — Donated
L3Harris Technologies Corp. common stock (formerly Harris Technolog) — Dividend
Humana Inc. common stock — Dividend
Mondelez International Inc. common stock — Dividend
Merck & Co., Inc. common stock — Dividend
Valero Energy Corp common stock — Dividend — Buy
Vanguard Intermediate Term Bond ETF — Dividend — Buy
Vanguard Intermediate Term Bond ETF — Buy (add'l)
Vanguard Intermediate Term Bond ETF — Buy (add'l)
Vanguard Shor Term Bond ETF — Dividend — Buy
Vanguard Shor Term Bond ETF — Buy (add'l)
Vanguard Shor Term Bond ETF — Buy (add'l)
Vanguard S&P 500 ETF — Buy
Albuquerque Bernalillo Cnty bond — Interest
Anne Arundel Cnty bond — Interest
Arizona Brd Regents bond — Interest
Arizona State Transportation bond — Interest
Athens Clarke Cnty Ga bond — Interest
Clarke Conty Ga Hosp bond — Interest
Clear Creek TX ISD bond — Interest
Columbia SC Waterworks bond — Interest
Durham NC Capital Financing bond — Interest
Horry Cnty SC School Dist bond — Interest
Indiana State Fin Authority bond — Interest
Indiana University Lease bond — Interest
Iowa State Brd Regents Hosp bond — Interest
Iowa State Spl Oblig bond — Interest
Mecklenburg County NC bond — Interest
Met Govt Nashville & TN bond — Interest
Missouri State Board Pub Bldgs bond — Interest
NM Fin Auth bond — Interest
Pflugerville TX ISD bond — Interest
Provo UT Go Ref bond — Interest
State Bd of Regenets UT bond — Interest
Virginia State Res Auth bond — Interest
Weatherford TX Utility System bond — Interest
E*Trade Cash Account — Interest
Estate # 2 (H)
Berthel Fisher & Co. Bank Deposit Sweep (X)
Miscellaneous (H)
Walt Disney Company common stock — Dividend
Texas Tomorrow Fund account — None
HSA Bank — Interest
Bank of America cash accounts — Interest
Union Square Credit Union cash accounts — Interest
Texoma Community Credit Union cash accounts — Interest
American General Life Insurance Co. cash value of policies — Interest
Jackson National Life Insurance Co. cash value of policy — Interest
MetLife, Inc. cash value of policy — Interest
Royalty Interests, Tarrant County, Texas — Royalty
Working Interests, Bonds Ranch Wells, Tarrant County, Texas — Royalty
Trust # 1 (H)
Etrade Bank sweep account (Y)
U.S. Savings Bonds — Interest
BBVA Bank cash account — Interest
IRA # 1 (H)
Vanguard Target Retirement Fund 2025 — Dividend
Vanguard Target Retirement Fund 2030 — Dividend
Vanguard Target Retirement Fund 2035 — Dividend
Vanguard Target Retirement Fund 2040 — Dividend
Vanguard Total Stock Market Index Fund — Dividend — Buy (add'l)
Vanguard Total Bond Market Index Fund — Dividend
Vanguard S&P 500 Index ETF (X) — Dividend — Buy
Vanguard S&P 500 Index ETF (X) — Buy (add'l)
Vanguard Cash Reserves Fed MM Fund (formerly Prime MM Fund) (Y)
Vanguard Federal Money Market Fund — Dividend — Buy (add'l)
Account # 3 (H)
Vanguard Short-Term Tax Exempt Bond Fund — Dividend
Vanguard Total Stock Market Index Fund — Dividend — Buy (add'l)
Vanguard Total Stock Market Index Fund — Buy (add'l)
Vanguard Federal Money Market Fund — Dividend — Sold (part)
Vanguard Federal Money Market Fund — Sold (part)
Denton Co., Texas Bond — Interest — Redeemed
Bridgeport Independent School District Bond — Interest — Redeemed
Edinburg, Texas Local Government Bond — Interest
Harris County, Texas Cultural Educational Facilities Bond — Interest
Iliinois Finance Authority Bond — Interest
Lower Colorado River Authority Bond — Interest
Texas Transportation Commission Bond — Interest
Account # 4 (H)
Vang. 529 Plan Commence. Fund (formerly Income Port. Fund) — None
Account 7 (H)
Fidelity Four in One Index Fund — Sold
Abbvie, Inc. common stock — Dividend
Abbot Labs common stock — Dividend
American Electric Power Inc. common stock — Dividend
Applied Materials Inc. common stock — Dividend
Caterpillar Inc. common stock — Dividend
CME Group Inc. common stock — Dividend
Cummins Inc. common stock — Dividend
CSX Corp. common stock — Dividend
Chevron Corp. common stock — Dividend — Buy (add'l)
Chevron Corp. common stock — Buy (add'l)
HollyFrontier Corp common stock — Dividend — Buy
HollyFrontier Corp common stock — Buy (add'l)
Huntington Bancshares Inc. common stock — Dividend — Donated
L3Harris Technologies Corp. common stock (formerly Harris Technolog) — Dividend
Humana Inc. common stock — Dividend
Mondelez International Inc. common stock — Dividend
Merck & Co., Inc. common stock — Dividend
Valero Energy Corp common stock — Dividend — Buy
Vanguard Intermediate Term Bond ETF — Dividend — Buy
Vanguard Intermediate Term Bond ETF — Buy (add'l)
Vanguard Intermediate Term Bond ETF — Buy (add'l)
Vanguard Shor Term Bond ETF — Dividend — Buy
Vanguard Shor Term Bond ETF — Buy (add'l)
Vanguard Shor Term Bond ETF — Buy (add'l)
Vanguard S&P 500 ETF — Buy
Albuquerque Bernalillo Cnty bond — Interest
Anne Arundel Cnty bond — Interest
Arizona Brd Regents bond — Interest
Arizona State Transportation bond — Interest
Athens Clarke Cnty Ga bond — Interest
Clarke Conty Ga Hosp bond — Interest
Clear Creek TX ISD bond — Interest
Columbia SC Waterworks bond — Interest
Durham NC Capital Financing bond — Interest
Horry Cnty SC School Dist bond — Interest
Indiana State Fin Authority bond — Interest
Indiana University Lease bond — Interest
Iowa State Brd Regents Hosp bond — Interest
Iowa State Spl Oblig bond — Interest
Mecklenburg County NC bond — Interest
Met Govt Nashville & TN bond — Interest
Missouri State Board Pub Bldgs bond — Interest
NM Fin Auth bond — Interest
Pflugerville TX ISD bond — Interest
Provo UT Go Ref bond — Interest
State Bd of Regenets UT bond — Interest
Virginia State Res Auth bond — Interest
Weatherford TX Utility System bond — Interest
E*Trade Cash Account — Interest
Estate # 2 (H)
Berthel Fisher & Co. Bank Deposit Sweep (X)
Miscellaneous (H)
Walt Disney Company common stock — Dividend
Texas Tomorrow Fund account — None
HSA Bank — Interest
Bank of America cash accounts — Interest
Union Square Credit Union cash accounts — Interest
Texoma Community Credit Union cash accounts — Interest
American General Life Insurance Co. cash value of policies — Interest
Jackson National Life Insurance Co. cash value of policy — Interest
MetLife, Inc. cash value of policy — Interest
Royalty Interests, Tarrant County, Texas — Royalty
Working Interests, Bonds Ranch Wells, Tarrant County, Texas — Royalty
Co-Trustee, Family Trust # 1
Independent Executor, Estate # 1 (no reportable assets)
President, Chairman of the Board, and sole director, You're On!, Inc.
Trustee, Family Trust #2 (no reportable assets)
Independent Executor, Estate # 2
Co-Trustee, Family Trust # 1
Independent Executor, Estate # 1 (no reportable assets)
President, Chairman of the Board, and sole director, You're On!, Inc.
Trustee, Family Trust #2 (no reportable assets)
Independent Executor, Estate # 2
Co-Trustee, Family Trust # 1
Independent Executor, Estate # 1 (no reportable assets)
President, Chairman of the Board, and sole director, You're On!, Inc.
Trustee, Family Trust #2 (no reportable assets)
Independent Executor, Estate # 2
Agreement — 06-24-2016 — Pope law firm will pay partnership interest through 08-31-16, pay one other fee, if applicable, send oil and gas checks, and keep table, chair.
Agreement — 06-24-2016 — Pope law firm will pay partnership interest through 08-31-16, pay one other fee, if applicable, send oil and gas checks, and keep table, chair.
Agreement — 06-24-2016 — Pope law firm will pay partnership interest through 08-31-16, pay one other fee, if applicable, send oil and gas checks, and keep table, chair.
Income — 2020 — Teacher Retirement System survivor pension — $25,302.00
Income — 2020 — Pope law firm final fee payment per 06-24-2016 agreement — $2,902.00
Income — 2020 — Teacher Retirement System survivor pension — $25,302.00
Income — 2020 — Pope law firm final fee payment per 06-24-2016 agreement — $2,902.00
Income — 2020 — Teacher Retirement System survivor pension — $25,302.00
Income — 2020 — Pope law firm final fee payment per 06-24-2016 agreement — $2,902.00
On Part I, lines 2 and 4, Estate # 1 and Family Trust # 2, respectively, have no reportable assets. On Part VII, line 86, the value of the Texas Tomorrow Fund
account is calculated by multiplying the number of credit hours remaining under the contract by the per hour value set each year by the Fund. In Part VII, line
94, the value of the royalty interests is based on the property tax values assigned by the appraisal district. In Part VII, line 95, the estimated value of the Working
Interest is based on a multiple of historical cashflow from the interest.
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.