# Ewing Werlein jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3558 ## Record - **Judge:** Ewing Werlein jr - **Year:** 2014 - **Report type:** Annual - **Pages:** 16 ## Text IBM. com — Int/Div Halliburton com — Int/Div Halliburton com — Int/Div BPPLC.ADR — Int/Div Exxon Mobil com — Int/Div — Sold (part) Exxon Mobil com — Sold (part) Anadarko Petroleum Corp. com — Int/Div Wal-Mart Stores com. — Int/Div ExxonMobil com. — Int/Div Johnson & Johnson, com — Int/Div — Sold (part) Conoco Phillips, com — Int/Div Texas Capital Bankshares, com — None HCP Inc.. com. — Int/Div ONL Lifestyle Props Inc. units — None — note (3) in Part vin Hines REIT, umits — None — note (3) mn Part vii AT&T, com. — Int/Div Bristol-Myers Squibb, com — Int/Div Berkshire Hathaway CL B com — None Cisco Systems, com. — Int/Div Comcast Corp, Class A — Int/Div Hewlett Packard, com. — Int/Div Intel Corp., com — Int/Div JP Morgan Chase, com — Int/Div Pepsico, Inc., com. — Int/Div Target Corp.. com. — Int/Div Kinder Morgan Inc., com — Int/Div Sector SPDR Financial, com — Int/Div Phillips 66, com — Int/Div Enterprise Prdts Prtn., com. — Int/Div MUIUAL FUNDS: Fidelity MM Fund — Int/Div Fidelity Low Price Stock — Int/Div Fidelity Contrafund — Int/Div Fidelity Mid-Cap Stock — Int/Div Looms Sayles Bond Fund Retail — Int/Div Oakmark Class Fund (fka Harris Oakmark Fund) — Int/Div — Buy (add'l) Clipper Fund — Int/Div FMI Large Cap Fund — Int/Div Harbor Capital Appreciation Fund — Int/Div — Buy (add'l) Oakmark Global Sel C11 Fund (fka Harris Ouakmark GIb Sel 1) — Int/Div Touchstone Sands Capital Select — Int/Div — Buy (add'l) Vanguard Prime MM Fund — Int/Div Pimco Unconstrained Bond Fund Class D — Int/Div Invesco SMCP Value A — Int/Div Artisan Intl Val Invs — Int/Div Fed Kaufmann LGCPI — Int/Div — Buy (add'l) LPL: Ins'd bank cash dep. sweep — Interest BONDS and US. TREASURY NOTES: Austin ISD Tex. U/T Ref. Ser. A — Interest Univ Tex Perm Univ FD RFDG Ser. B — Interest Pearland TX Indpt Sch Dist Ser A U/T B/ EDD — Interest ACCOUNTS IN FINANCIAL INST Northern Trust Bank, Houston, TX (Accounts) — Interest Bank of America. Houston, TX (Accounts) — Interest Comerica Bank. Houston, TX (Accounts) — Interest ML Bank Deposit Program — Interest REAL ESTATE. Condo-Larimer County, CO — Rent Working Interest-Cabot U., Andrews County, TX — Rovalty Rovalty Interest, Wheeler County, TX — Rovalty Rovalty Interests, Martin County, TX — Rovalty Royalty Interest, Glasscock County, TX (Laredo Per) — Rovalty Fractional int. in real property, Kerr County, TX — Rent Rovalty Interest, Austin County, TX (Y) Rovalty Interest, Howard County, TX — Rovalty Rovalty Interest, Howard County, TX (X) — Rent RETIREMENT & IRA ACCOUNTS IRA Acct: John Hancock Ind. Ret Annuity — None — Note (4) in Part vi IRA Acct: CGM Focus Fund — None — Sold (part) IRA Acct: CGM Focus Fund — Sold IRA ROLLOVER ACCOUNT: All entries that follow from Lines 73 — Int/Div through 88 are in a self-directed IRA Pfizer Inc... com. Bank of America FDIC Ins. Bank Deposit Sweep — Closed Citibank FDIC Ins. Bank Deposit Sweep Comcast Corp. New CL. A Berkshire Hathaway CL B Home Depot, com. Microsoft, com Stryker Corp.. com Thermo Fish. Sc.. com Madison Sq. Garden, com — Sold ADT Cormp., com Fidelity Low Priced Stock Fidelity Small Cap Disc. Fund AMG Yacktman Fund (fka Yachtman Fund) Fidelity Focused Stock Fund Fidelity OTC Port IRA ROLLOVER ACCT NO. 2. All entries that follow from lines — Int/Div 93 thru 160 are under the full discretionary misnagement of a registered investment manager CORPORATE BONDS/NOTES IN IRA ROLLOVER ACCT #2: Conoco Phillips Notes — Redeemed Amgen Inc. Notes — Redeemed Hewlett Packard Notes — Redeemed Medtronic Inc. Notes — Redeemed Procter & Gamble Notes Wells Fargo MT Notes — Redeemed Morgan Stanley Notes — Redeemed Bank of America Note due 9/1/15 JPMorgan Chase & Co. Notes due 01/1816 State Street Corp. Notes due 3/7/16 Caterpillar Financial due 3/1/18 Coca Cola Notes due 4/1/18 Apple Inc. Notes due 5/3/18 Berkshire Hathaway Notes due 5/15/18 EQUITIES IN IRA ROLLOVER ACCT #2: American Express, com. ChevronTexaco, com KO, com. — Sold (part) Exxon Mobil, com GE, com. — Sold (part) INTC. com. — Sold (part) INTC. com. — Sold (part) J.P. Morgan Chase, com JNJ, com — Sold (part) Merck, com. — Sold (part) PEP. com. — Sold (part) WMT. com. — Sold (part) Walgreen, com McGraw-Hill, Inc.. com. — Sold (part) McGraw-Hill, Inc.. com. — Sold (part) Altria Group, com. — Sold (part) Automatic Data Proc... com CDK Global, com. — from line 124) CDK Global, com. — Sold Occidental Pete Corp. Cal., com California Resources Corp., com — from line 127) Caterpillar, Inc., com. Praxair Inc., com. Procter & Gamble. com Target Corp., com. — Sold (part) United Technologies Corp., com Texas Instruments, com. Abbott Labs. com Freeprt. McMoran CPR & Gold, com — Sold McDonalds. com — Sold (part) Philip Morris Intl, com — Sold (part) Total SA.. com. — Sold (part) IBM. com Nestle Sponsored ADR. com Roche Holdings Ltd. Spon. ADR, com Franklin Resources, com Walt Disney Co.. com, — Sold (part) Air Products & Chems.. com Black Rock, com Novo Nordisk AS ADR. com. Time Wamer Cable, com Kinder Morgan, com Mondelez Intemat'] Inc... com. — Sold Abbvie Inc.. com — Sold (part) Canadian Pac Ry Ltd., com. — Buy State Street Corp. com, — Buy Novartis AG Spon. ADR. com — Buy Novartis AG Spon. ADR. com — Buy (add'l) Celgene, com — Buy Diageo PLC Spon. ADR New, com. — Buy Ace Limited, com. — Buy CASH ACCOUNTS IN IRA ROLLOVER ACCT NO. 2: Raymond James Ins'd Bank Dep Program IRA ROLLOVER NO. 3: — Int/Div FIA Card Services cash acct — Closed Bank of America NA ms. cash account — Open ML cash account Pimco Total Return Fund — Sold Lord Abbett Short Fund IShares Barclays TIPS BO Oppenheimer Senior Floating Rate AT&T Inc GLB bonds due 3/11/19 — Buy Bear-Stearms GLB bonds due 2/1/18 — Buy BNP Paribas Ser. Mtn. bonds due 12/12/18 — Buy ConocoPhillips bonds due 2/1/19 — Buy Goldman Sachs Group Inc. bonds due 2/15/19 — Buy Hewlett Packard GLB bonds due 1/14/19 — Buy JPMorgan Chase & Co. bonds due 1/28/19 — Buy Travelers Cos. Sr. Notes due 5/15/18 — Buy USD Bank Nova Scotia bonds due 1030/18 — Buy Verizon Comm. bonds due 4/1/19 — Buy AT&T Inc., com. — Buy FAMILY ESTATE NO. — None — Closed — note (5) m Part vil Chase Bank, Houston, checking acct — Closed TRUST NO. 2: — Int/Div Fidelity MM Fidelity Low Price Stock AMG Yacktman Fund (fka Yacktman Fund) Fidelity Small Cap Discovery Fund Fidelity OTC Portfolio Fund — Sold (part) Director & Chairperson, The Methodist Hospital, Houston, Texas (d/b/a Houston Methodist Hospital) Chairperson of TMH Board, director ex officio w/vote of following:, Medvest Holdings, Inc; Methodist Health Centers; Methodist International: (cont'd in Note (1) in Part VIIT) Chairman of TMH Board, director ex officio w/o vote of following:, Diagnostic Center Hospital Corp. of Texas: Medvest Inc. (cont'd in Note (2) in Part VIII) Executor, Estate No, (Fully distributed and closed OK/19/14) Trustee, Trust No. 2 (1) Part | POSITIONS, line 2, also the following subsidiaries: The Methodist Hospital Foundation; The Methodist Hospital Research Institute, TMH Health Care Group, and TMH Medical Office Buildings Condominium Association. (2) Part 1 POSITIONS, line 3, also the following subsidiaries: Methodist Willowbrook Medical Office Bldgs Condominium Association; Methodist Willowbrook Medical Office Bldgs 11 Condominium Association; SIMH-Alexander Condominium Association; San Jacinto Methodist Hospital; SIMH Condominium Association; The Methodist Hospital Condominium Association; TMH Medical Office Buildings; and Methodist West Houston Medical Office Building Condominium Association. (3) Part VII, page 4, lines 13 & 14: The year-end values of ONL Lifestyle Props. Inc. units, and Hines REIT, which are real estate REITS that are not publicly traded, are derived from the portfolio manager through whom the asset wus purchased. (4) Part VIL, page 7, line 68: The year-end value of IRA account in John Hancock Ind. Retirement Annuity. which is not publicly traded, was provided by John Hancock Life Ins. Co, (5) Part VII, page 14, line 180: The remaining Estate asset, namely, the bank account, was distnbuted and the account was closed 08/19/14, thereby closing the Estate. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3558. Public record. Not legal advice.