T Lane Wilson

2015Annual

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Pull out the substance of this filing.

What was filed

  • 53

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Crosstown Learning Center
  • University of Tulsa - teaching

As filed

AT&T stock — Int/Div

Bank of America stock — Int/Div

Comcast Corp. stock — Int/Div

ExxonMobil stock — Int/Div

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

ExxonMobil stock — Buy (add'l)

IBM stock — Int/Div

Oracle stock — Int/Div

Okla Central Credit Union - cash — Interest

IBM large company stock index fund — None

IBM small company stock mdex fund — None

Northwestern Mut Life Ins comp/life policy + 7093 Term/Whole life — Int/Div

Northwestern Mutual Whole Life Insurance policy - 7245 — Int/Div

Northwestern Mutual Life Whole Life Insurance policy - 7169 — Int/Div

Northwestern Mutual Life Ins Whole Life policy - 7143 — Int/Div

Northwestern Mutual Life Whole Life Insurance policy cash value - 0692 — Int/Div

Northwestern Mut Life Ins Whole Life 65 life policy cash value - 0635 — Int/Div

Mutual Fund symbol CWGIX — Int/Div

Mutual Fund symbol CWGIX — Buy (add'l)

Mutual Fund symbol CWGIX — Buy (add'l)

Mutual Fund symbol ANCFX — Int/Div

Mutual Fund symbol ANCFX — Sold (part)

American Mutual Fund <- AGTHX — Int/Div

American Mutual Fund <- AGTHX — Buy (add'l)

American Mutual Fund <- AGTHX — Sold (part)

American Mutual Fund <- AGTHX — Buy (add'l)

American Mutual Fund <- AGTHX — Sold (part)

Mutual Fund symbol AMRMX — Int/Div

Mutual Fund symbol AMRMX — Buy (add'l)

Mutual Fund symbol AMRMX — Buy (add'l)

Mutual Fund symbol AMRMX — Sold (part)

Mutual Fund symbol AMRMX — Sold (part)

American Fund - SMALLCAP World Fund-A - SMCWX — Int/Div

American Fund - SMALLCAP World Fund-A - SMCWX — Buy (add'l)

American Fund - SMALLCAP World Fund-A - SMCWX — Buy (add'l)

American Fund - SMALLCAP World Fund-A - SMCWX — Buy (add'l)

American Fund - New Perspective Fund- ANWPX — Int/Div

American Fund - New Perspective Fund- ANWPX — Buy (add'l)

American Fund - New Perspective Fund- ANWPX — Sold (part)

Amencan Funds - AMECX — Int/Div

Amencan Funds - AMECX — Buy

Putnam - PINOX — Int/Div

Putmam - PINOX — Int/Div

Advisory Board Member, Crosstown Learning Center

Spouse's income — 2015 — University of Tulsa - teaching

In response to the Committee's October 4, 2016 letter, | have modified line 51. In my orginal report, | had indicated an additional purchase of American Funds

« AMECX. This designation was incorrect. The transaction was an original purchase. The modification reflects that fact. In response to the Committee's letter,

1 have NOT modified lines 33-37, which provide information on American Mutual Fund - AGTHX. This information is accurate, However, the Committee

correctly identified that 1 did not report ownership of AGTHX in the prior year (2014 activity, 2015 report). The failure to do so was an error. My 2014 report

(2013 activity) includes ownership of AGTHX as does cach of my prior reports. As | indicated in my amended report lust year, when 1 realized that reinvested

dividends were not a reportable event, | deleted a large number of entries in preparing my 2014 report (2013 activity), m doing so | inadvertently deleted

investments, The Committee noted two of these investments last year, resulting in my July 27, 2015 amended report. There was one more deletion, AGTHX.

AGTHX should have been included on my 2015 report (2014 activity) as an investment. | have emailed the Committee, asking whether or not | need to submit an

additional admendment to my 2015 report (2014 uctivity) as a result. 1 believe my 2016 report is now accurate and explains the additional error in my 2015 report.

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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T Lane Wilson | Frix