Ronald A. White

2013Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 201

    investments

  • 7

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Oklahoma Bar Association
  • Federal Judges’ Association
  • Indian Nations Council, Boy Scouts of America
  • Judicial Council of the Tenth Circuit Court of Appeals
  • Spinning Leaf, LLC
  • Frust
  • rust ID

As filed

Centurylink Inc. (X)

Empire Dist Elec (X)

AT&T Inc. (X)

Bank of Oklahoma - Accounts — Interest

120 Ac. Real Estate, Okmulgee County, OK, 7/24/94 $54,000.00 — None

Northwestern Mutual Whole Life Policy Cash Value — Int/Div

METLIFE GROUP VARIABLE UNIVERSAL LIFE POLICY (H)

Fidelity Index 500 - Pooled Equity Fund — Int/Div

MFS Emerging Growth - Pooled Equity Fund — Int/Div

Scudder International - Pooled Equity Fund — Int/Div

T. Rowe Price Balanced - Pooled Equity Fund — Int/Div

MERRILL LYNCH IRA #1 — Int/Div

Columbia Acom Fund

Energy Transfer Partners(publicly traded partnership units)

Memill Lynch Bank USA RASP

MERRILL LYNCH IRA #2 — Int/Div

Alcatel Lucent Technologies Inc. common stock

Alliance Resources publicly traded partnership units

Citigroup common stock

GE common stock

H&R Block common stock

Hewlett Packard Company common stock

Johnson & Johnson common stock

LSI Corp. common stock

Lancaster Colony Corp. common stock

Lehman Bros Hidgs Inc. common stock

Magellan Midstream publicly traded partmership units

Merrill Lynch Bank USA RASP

Occidental Petroleum Corp. common stock

OG&E common stock

ONEOK common stock

Pfizer common stock

S&P depository receipts

Williams Cos. common stock

WPX Energy Inc. (x)

STIFEL NICOLAUS (H)

Bank of Oklahoma common stock — Int/Div — Buy (add'l)

Bearing Point common stock — None

GE common stock — Int/Div

Oneok common stock — Int/Div

Sufel Nicolaus Money Market — Interest

Steinmart common stock — Int/Div

RTI Intemational Metals — None

UPS common stock — Int/Div — Buy (add'l)

Allstate Corp. Del. (X) — Int — Open

American Electric Power Co. (X) — Int/Div — Open

American Express Centurion {X) — Interest — Open

Apache Corp. (X) — Int/Div — Open

Bristol-Myers Squibb Co. (X) — Int/Div — Open

Cisco Systems Inc. (X) — Int/Div — Open

Coca Cola Company (X) — Int/Div — Open

Colgate Palmolive (X) — Int/Div — Open

Compass Minerals Intl. (X) — Int./hv — Open

Conoco Phillips (X) — Int/Div — Open

Dow Chemical (X) — Int/Div — Open

DTE Energy Company (X) — Int/Div — Open

Exelon Comp. (X) — Int/Div — Open

H&R Block Inc. (X) — Int/Div — Open

Harbor Intemational Mutual Fund (X) — Int/Div — Open

Helmenich Payne Inc. (X) — hy — Open

Hewlett Packard Company (X) — Int/Div — Open

Intel Corp. (X) — Int/Div — Open

Johnson & Johnson (X) — Int — Open

JP Morgan Chase & Company (X) — Int/Div — Open

Microsoft Corp. (X) — Int/Div — Open

Nokia Corp. (X) — None — Open

OGE Energy Comp. (X) — Int/Div — Open

Occidental Petroleum Corp. (X) — hy — Open

Oklahoma Dev. Fin. Auth. (X) — Int/Div — Open

Oneok Partners LP (X) — Int/Div — Open

Oracle Corp. (X) — Int/Div — Open

Pepsico Inc. (X) — Int — Open

Pfizer Inc. (X) — Int/Div — Open

Phillips 66 (X) — Int/Div — Open

SPDR S&P 500 ETF Trust Mutual Fund xX) — Int/Div — Open

Schwab Charles Corp. (X) — Int/Div — Open

Sufel Bank & Trust (X) — Int/Div — Open

Suburban Propane (X) — Int/Div — Open

SunTrust Bank (X) — Interest — Open

Texas Instruments Inc. (X) — Int/Div — Open

3M Company (X) — Int/Div — Open

Transcanada Corp. (X) — Int/Div — Open

Wal-Mart Stores Inc. (X) — Int/Div — Open

Williams Companies (X) — Int/Div — Open

Wilhams Partners LP (X) — Int/Div — Open

WPX Energy Inc. (X) — None — Open

RAZZIE (Y — Int/Div — Closed

American Beacon Intl Equity PA (Y)

Artisan International (Y)

Cavanal Hill Balanced Inv (Y)

Federated Kaufmann K (Y)

Growth Fund of America R3(Y)

N&B Genesis Trust (Y)

IRA #4 (Vanguard) — Int/Div

Vanguard Growth Index Fund (Y) — Redeemed

Vanguard 500 Index Fund (Y) — Redeemed

Prime Money Market Fund (X) — Buy

IRA #5 mmm (Y — Int/Div — Closed

Russell Equity Fund (Y)

Russell Equity 11 Fund (Y)

Russell Global Balanced Fund (Y)

Russell All International Markets Fund (Y)

Russell Large Cap Equity Index Fund (Y)

MERRILL LYNCH ROTH IRA #3 (X) — Open

FIA Card Services NA RASP (X)

Spinning Leaf, LLC, real estate, Summit Co, CO 1212013. S150.000 ¢X) — None — Open

MERRILL LYNCH IRA pm (X) — Int/Div — Open

Bank Hawaii Corp. (X)

Boeing Company (X)

Entergy Corp. (X)

FIA Card Services NA (X)

FNMA (Corporate Bonds) (X)

FNMA (Govt/Agency Securities) (X)

GNM (Govt/Agency Securities) (X)

Leucadia Natl Corp. (X)

Magellan Midstream (X)

Oneok Inc. (X)

F&M Bank IIS (A) — Interest — Open

MERRILL LYNCH IIR (M) — Int/Div — Open

American Elec Power Co (X)

FIA Card Services NA (X)

Fairpomt Communications (X)

Ford Motor Co (X)

Frontier Commumcations (X)

General Electric (X)

Grand River Dam Auth (Municipal Bonds) xX)

Hanesbrands Inc (X)

Hillshire Brands Co (X)

Intl Business Machines (X)

JPMorgan Chase & Co (X)

Katy Tex Indpt Sch Dist (Municipal Bonds) 1X)

Kimberly Clark (X)

Magellan Midstream (X)

Microsoft Corp (X)

OGE Energy Corp (X)

Oneok Inc (X)

Oklahoma Colleges Brd (Municipal Bonds) xX)

Okla St Capitol Impt (Municipal Bonds) (X)

Oklahoma City Okla Arpt (Municipal Bonds) (X)

Oklahoma City Okla (Municipal Bonds) xX)

Oklahoma Cuty Okla (Municipal Bonds) xX)

Oklahoma MPA Pwr Spply (Municipal Bonds) (X)

Oklahoma Agric-Mech Clg (Municipal Bonds) (X)

Sprint Corp (X)

Teco Energy Inc (X)

Tulsa Okla Mun Arpt (Municipal Bonds) (XxX)

Tulsa Okla (Municipal Bonds) (X)

Venzon Communications ( X)

Vodafone Grop (X)

CHARLES SCHWAB IIE (©) — Int/Div — Open

Schwab Cash Reserves (X)

Exxon Mobil Corporation (X)

Paychex Inc. (X)

Procter & Gamble (X)

Powershs QQQ Trust Ser (X)

SPDR S&P SOO ETF TR (X)

SCHW US LCAPETF(X)

SCHW USSCAPEIFI(X)

MERRILL LYNCH II (X) — Int/Div — Open

Allstate Corp. Del. (X)

American Electric Power Co. (X)

Apache Corp. (X)

BOK Financial Corp. (X)

Bristol-Myers Squibb Co. (X)

Cisco Systems Inc. (X)

Coca Cola Company (X)

Colgate Palmolive (X)

Compass Minerals Intl. (X)

Conoco Phillips (X)

Dow Chemical (X)

DTE Energy Company (X)

Exelon Comp. (X)

H&R Block Inc. (X)

Harbor Intemational Mutual Fund (X)

Helmerich Payne luc. (X)

Hewlett Packard Company (X)

Intel Corp. (X)

Johnson & Johnson (X)

JP Morgan Chase & Company (X)

Microsoft Corp. (X)

Nokia Corp. (X)

OGE Energy Corp. (X)

Occidental Petroleum Corp. (X)

Oklahoma DFA Hith (X)

Oneok Partners LP (X)

Oracle Comp. (X)

Pepsico Inc. (X)

Pfizer Inc. (X)

Phillips 66 (X)

SPDR S&P 500 ETF Trust Mutual Fund xX)

Schwab Charles Corp. (X)

Suburban Propane (X)

SunTrust Bank (X)

Texas Instruments Inc. (X)

3M Company (X)

Transcanada Corp. (X)

United Parcel Service (X)

Wal-Mart Stores Inc. (X)

Williams Companies (X)

Williams Partners LP (X)

WPX Energy Inc. (X)

Member, Oklahoma Bar Association

Member, Federal Judges’ Association

Executive Board Member, Indian Nations Council, Boy Scouts of America

Member, Judicial Council of the Tenth Circuit Court of Appeals

Member, Spinning Leaf, LLC

Co-Trustee, Frust

Co-Trustee, rust ID

PART VIL INVESTMENTS AND TRUSTS;

Line 4. Name revised to be more descriptive of asset.

Line 32. Asset previously held in another investment account, transferred into this account.

Limes 34 and 41. Additional stock acquired through inheritance during 2013.

Line 84, IRA #3 J Account closed. Assets transferred into Merrill Lynch account.

Line 95. IRA #S Account closed. Assets transferred into Merrill Lynch account.

Lines 42 - 83. Stifel Nicholas. Assets received as an inheritance during 2013.

Line 103, Spinning Leaf, LLC. Only asset is real property received as an inheritance. The property produces no income.

Lines 104 - 158. Assets held by u trust JH. of which | am Co-Trustee. My interest is income-beneficuury.

Lines 159-201. Assets held by a trust JI of which I was Co-Trustee. 1 have resigned as Co-Trustee during the 2014 calendar year, The trust assets are

held for the benefit | EG_—_—

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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