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Don R. Willett

2020

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Pull out the substance of this filing.

What was filed

  • 180

    investments

  • 48

    positions

  • 0

    gifts

  • 3

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 6

    income

  • 0

    spouse income

Named parties

  • American Law Institute
  • American Bar Foundation
  • Texas Bar Foundation
  • Austin Bar Foundation
  • Texas Supreme Court Historical Society
  • Judicature––The Scholarly Journal for Judges
  • ConSource––The Constitutional Sources Project
  • Honors College, Baylor University
  • Harlan Institute
  • Texas Review of Law & Politics
  • Federalist Society for Law and Public Policy Studies (Austin Lawyers Chapter)
  • Federalist Society for Law and Public Policy Studies
  • Texas Lyceum
  • Bolch Judicial Institute (Duke University School of Law)
  • Duke University School of Law
  • Chase
  • Judicial Retirement Systems of Texas (pension)
  • Duke University School of Law (teaching income)

As filed

Individual Assets (H)

Chase (cash) — Interest

Rental Property, Travis County, Texas — Rent

When Angels Sing Productions, LP — None

Account #1 (H)

Gabelli Funds GAMCO Global Growth Fund Class AAA (GICPX) — Dividend

Trust For Professional Managers Terra Firma US Rlty EQ Opn (TFREX) — Dividend

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Voya Russia Fund Class A (LETRX) — Dividend

Vanguard Real Estate Index Admiral (VGSLX) — Dividend

Acount #2 (H)

GAMCO Global Growth Fund Class AAA (GICPX) — Dividend

Trust for Prof. Mngrs. Terra Firma US CON Rlty EQ Opn (TFREX) — Dividend

Vanguard Real Estate Index Admiral (VGSLX) — Dividend

Vangaurd Total Stock Market Admiral (VTSAX) — Dividend

Voya Russia Fund Class A (LETRX) — Dividend

Accunt #3 (H)

Fidelity Diversified International Fund (FDIVX) — Dividend — Sold (part)

Lord Abbett Small Cap Value Fund I (LRSYX) — Dividend — Buy (add'l)

Blackrock Midcap Equity Index F (BMGAX) — None — Buy

Blackrock Midcap Equity Index F (BMGAX) — Buy (add'l)

Victory Munder Mid-Cap Core Growth Fund (MGOYX) — Dividend — Sold

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) — Dividend — Sold (part)

Vanguard Wellington Admiral (VWENX) — Dividend

BlackRock Bond Index Fund (BMOIX) — None — Buy (add'l)

Account #4 (H)

Fidelity Diversified International Fund (FDIVX) — Dividend — Sold (part)

Lord Abbett Small Cap Value Fund I (LRSYX) — Dividend — Buy (add'l)

Blackrock Midcap Equity Index F (BMGAX) — None — Buy

Blackrock Midcap Equity Index F (BMGAX) — Buy (add'l)

Victory Munder Mid-Cap Core Growth Fund (MGOYX) — Dividend — Sold

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) — Dividend — Sold (part)

Vanguard Wellington Admiral (VWENX) — Dividend

BlackRock Bond Index Fund (BMOIX) — None — Buy (add'l)

Account #5 (H)

E*TRADE Financial Corp. (ETFC) (Y)

Morgan Stanley (MS) (X) — Dividend

Account # 6 (H)

JPMorgan TR II Liquid Assets Money Market (QWERQ) (cash eq.) — Dividend

Account #7 (H)

Citigroup Inc. (C) — Dividend

Vanguard High Div Yield (VYM) — Dividend

Gamco Global Gabelli Funds Growth Fund Class AAA (GICPX) — Dividend

Akre Focus Fund Retail Class (AKREX) — None

Vanguard Real Estate Index Admiral (VGSLX) — Dividend

Vangaurd Emerging Markets Admiral (VEMAX) — Dividend

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Account #8 (H)

Citigroup Inc. (C) — Dividend

Vanguard High Dividend Yield (VYM) — Dividend

Wal-Mart Stores Inc. (WMT) — Dividend

Gamco Global Gabelli Funds Growth Fund Class AAA (GICPX) — Dividend

Akre Focus Fund Retail Class (AKREX) — None

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Voya Russia Fund Class A (LETRX) — Dividend

Account #9 (H)

Vanguard High Dividend Yield (VYM) — Dividend

Buffalo Small Cap Fund (BUFSX) — Dividend

Akre Focus Fund Retail Class (AKREX) — None

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Individual Assets (H)

Chase (cash) — Interest

Rental Property, Travis County, Texas — Rent

When Angels Sing Productions, LP — None

Account #1 (H)

Gabelli Funds GAMCO Global Growth Fund Class AAA (GICPX) — Dividend

Trust For Professional Managers Terra Firma US Rlty EQ Opn (TFREX) — Dividend

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Voya Russia Fund Class A (LETRX) — Dividend

Vanguard Real Estate Index Admiral (VGSLX) — Dividend

Acount #2 (H)

GAMCO Global Growth Fund Class AAA (GICPX) — Dividend

Trust for Prof. Mngrs. Terra Firma US CON Rlty EQ Opn (TFREX) — Dividend

Vanguard Real Estate Index Admiral (VGSLX) — Dividend

Vangaurd Total Stock Market Admiral (VTSAX) — Dividend

Voya Russia Fund Class A (LETRX) — Dividend

Accunt #3 (H)

Fidelity Diversified International Fund (FDIVX) — Dividend — Sold (part)

Lord Abbett Small Cap Value Fund I (LRSYX) — Dividend — Buy (add'l)

Blackrock Midcap Equity Index F (BMGAX) — None — Buy

Blackrock Midcap Equity Index F (BMGAX) — Buy (add'l)

Victory Munder Mid-Cap Core Growth Fund (MGOYX) — Dividend — Sold

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) — Dividend — Sold (part)

Vanguard Wellington Admiral (VWENX) — Dividend

BlackRock Bond Index Fund (BMOIX) — None — Buy (add'l)

Account #4 (H)

Fidelity Diversified International Fund (FDIVX) — Dividend — Sold (part)

Lord Abbett Small Cap Value Fund I (LRSYX) — Dividend — Buy (add'l)

Blackrock Midcap Equity Index F (BMGAX) — None — Buy

Blackrock Midcap Equity Index F (BMGAX) — Buy (add'l)

Victory Munder Mid-Cap Core Growth Fund (MGOYX) — Dividend — Sold

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) — Dividend — Sold (part)

Vanguard Wellington Admiral (VWENX) — Dividend

BlackRock Bond Index Fund (BMOIX) — None — Buy (add'l)

Account #5 (H)

E*TRADE Financial Corp. (ETFC) (Y)

Morgan Stanley (MS) (X) — Dividend

Account # 6 (H)

JPMorgan TR II Liquid Assets Money Market (QWERQ) (cash eq.) — Dividend

Account #7 (H)

Citigroup Inc. (C) — Dividend

Vanguard High Div Yield (VYM) — Dividend

Gamco Global Gabelli Funds Growth Fund Class AAA (GICPX) — Dividend

Akre Focus Fund Retail Class (AKREX) — None

Vanguard Real Estate Index Admiral (VGSLX) — Dividend

Vangaurd Emerging Markets Admiral (VEMAX) — Dividend

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Account #8 (H)

Citigroup Inc. (C) — Dividend

Vanguard High Dividend Yield (VYM) — Dividend

Wal-Mart Stores Inc. (WMT) — Dividend

Gamco Global Gabelli Funds Growth Fund Class AAA (GICPX) — Dividend

Akre Focus Fund Retail Class (AKREX) — None

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Voya Russia Fund Class A (LETRX) — Dividend

Account #9 (H)

Vanguard High Dividend Yield (VYM) — Dividend

Buffalo Small Cap Fund (BUFSX) — Dividend

Akre Focus Fund Retail Class (AKREX) — None

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Account #8 (H)

Individual Assets (H)

Chase (cash) — Interest

Rental Property, Travis County, Texas — Rent

When Angels Sing Productions, LP — None

Account #1 (H)

Gabelli Funds GAMCO Global Growth Fund Class AAA (GICPX) — Dividend

Trust For Professional Managers Terra Firma US Rlty EQ Opn (TFREX) — Dividend

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Voya Russia Fund Class A (LETRX) — Dividend

Vanguard Real Estate Index Admiral (VGSLX) — Dividend

Acount #2 (H)

GAMCO Global Growth Fund Class AAA (GICPX) — Dividend

Trust for Prof. Mngrs. Terra Firma US CON Rlty EQ Opn (TFREX) — Dividend

Vanguard Real Estate Index Admiral (VGSLX) — Dividend

Vangaurd Total Stock Market Admiral (VTSAX) — Dividend

Voya Russia Fund Class A (LETRX) — Dividend

Accunt #3 (H)

Fidelity Diversified International Fund (FDIVX) — Dividend — Sold (part)

Lord Abbett Small Cap Value Fund I (LRSYX) — Dividend — Buy (add'l)

Blackrock Midcap Equity Index F (BMGAX) — None — Buy

Blackrock Midcap Equity Index F (BMGAX) — Buy (add'l)

Victory Munder Mid-Cap Core Growth Fund (MGOYX) — Dividend — Sold

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) — Dividend — Sold (part)

Vanguard Wellington Admiral (VWENX) — Dividend

BlackRock Bond Index Fund (BMOIX) — None — Buy (add'l)

Account #4 (H)

Fidelity Diversified International Fund (FDIVX) — Dividend — Sold (part)

Lord Abbett Small Cap Value Fund I (LRSYX) — Dividend — Buy (add'l)

Blackrock Midcap Equity Index F (BMGAX) — None — Buy

Blackrock Midcap Equity Index F (BMGAX) — Buy (add'l)

Victory Munder Mid-Cap Core Growth Fund (MGOYX) — Dividend — Sold

Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) — Dividend — Sold (part)

Vanguard Wellington Admiral (VWENX) — Dividend

BlackRock Bond Index Fund (BMOIX) — None — Buy (add'l)

Account #5 (H)

E*TRADE Financial Corp. (ETFC) (Y)

Morgan Stanley (MS) (X) — Dividend

Account # 6 (H)

JPMorgan TR II Liquid Assets Money Market (QWERQ) (cash eq.) — Dividend

Account #7 (H)

Citigroup Inc. (C) — Dividend

Vanguard High Div Yield (VYM) — Dividend

Gamco Global Gabelli Funds Growth Fund Class AAA (GICPX) — Dividend

Akre Focus Fund Retail Class (AKREX) — None

Vanguard Real Estate Index Admiral (VGSLX) — Dividend

Vangaurd Emerging Markets Admiral (VEMAX) — Dividend

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Citigroup Inc. (C) — Dividend

Vanguard High Dividend Yield (VYM) — Dividend

Wal-Mart Stores Inc. (WMT) — Dividend

Gamco Global Gabelli Funds Growth Fund Class AAA (GICPX) — Dividend

Akre Focus Fund Retail Class (AKREX) — None

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Voya Russia Fund Class A (LETRX) — Dividend

Account #9 (H)

Vanguard High Dividend Yield (VYM) — Dividend

Buffalo Small Cap Fund (BUFSX) — Dividend

Akre Focus Fund Retail Class (AKREX) — None

Vanguard Total Stock Market Admiral (VTSAX) — Dividend

Member, American Law Institute

Life Fellow, American Bar Foundation

Life Fellow, Texas Bar Foundation

Life Fellow, Austin Bar Foundation

Fellow, Texas Supreme Court Historical Society

Chair of Editorial Board, Judicature––The Scholarly Journal for Judges

National Advisory Board, ConSource––The Constitutional Sources Project

Advisory Council, Honors College, Baylor University

Advisory Board, Harlan Institute

Board of Advisors, Texas Review of Law & Politics

Board of Advisors, Federalist Society for Law and Public Policy Studies (Austin Lawyers Chapter)

Member, Federalist Society for Law and Public Policy Studies

Advisory Council, Texas Lyceum

Board of Trustees, Texas Supreme Court Historical Society

Leadership Council, Bolch Judicial Institute (Duke University School of Law)

Senior Lecturing Fellow, Duke University School of Law

Member, American Law Institute

Life Fellow, American Bar Foundation

Life Fellow, Texas Bar Foundation

Life Fellow, Austin Bar Foundation

Fellow, Texas Supreme Court Historical Society

Chair of Editorial Board, Judicature––The Scholarly Journal for Judges

National Advisory Board, ConSource––The Constitutional Sources Project

Advisory Council, Honors College, Baylor University

Advisory Board, Harlan Institute

Board of Advisors, Texas Review of Law & Politics

Board of Advisors, Federalist Society for Law and Public Policy Studies (Austin Lawyers Chapter)

Member, Federalist Society for Law and Public Policy Studies

Advisory Council, Texas Lyceum

Board of Trustees, Texas Supreme Court Historical Society

Leadership Council, Bolch Judicial Institute (Duke University School of Law)

Senior Lecturing Fellow, Duke University School of Law

Member, American Law Institute

Life Fellow, American Bar Foundation

Life Fellow, Texas Bar Foundation

Life Fellow, Austin Bar Foundation

Fellow, Texas Supreme Court Historical Society

Chair of Editorial Board, Judicature––The Scholarly Journal for Judges

National Advisory Board, ConSource––The Constitutional Sources Project

Advisory Council, Honors College, Baylor University

Advisory Board, Harlan Institute

Board of Advisors, Texas Review of Law & Politics

Board of Advisors, Federalist Society for Law and Public Policy Studies (Austin Lawyers Chapter)

Member, Federalist Society for Law and Public Policy Studies

Advisory Council, Texas Lyceum

Board of Trustees, Texas Supreme Court Historical Society

Leadership Council, Bolch Judicial Institute (Duke University School of Law)

Senior Lecturing Fellow, Duke University School of Law

Agreement — 2017 — State of Texas Employee Retirement System (defined benefit pension plan)

Agreement — 2017 — State of Texas Employee Retirement System (defined benefit pension plan)

Agreement — 2017 — State of Texas Employee Retirement System (defined benefit pension plan)

Liability — Chase — Credit Card

Liability — Chase — Credit Card

Liability — Chase — Credit Card

Income — 2020 — Judicial Retirement Systems of Texas (pension) — $61,117.56

Income — 2020 — Duke University School of Law (teaching income) — $4,500.00

Income — 2020 — Judicial Retirement Systems of Texas (pension) — $61,117.56

Income — 2020 — Duke University School of Law (teaching income) — $4,500.00

Income — 2020 — Judicial Retirement Systems of Texas (pension) — $61,117.56

Income — 2020 — Duke University School of Law (teaching income) — $4,500.00

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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