Carolyn Dineen King

2017Annual

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What was filed

  • 75

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • AETHON
  • THE CENTER FOR THOMISTIC STUDIES, UNIVERSITY OF SAINT THOMAS
  • UNIVERSITY OF SAINT THOMAS
  • BAYLOR COLLEGE OF MEDICINE
  • CHI ST. LUKE'S HEALTH BAYLOR COLLEGE OF MEDICINE MEDICAL CENTER
  • STATE OF TEXAS, JUDICIAL RETIREMENT

As filed

Compass Bank Houston, TX (Money Market) — Interest

LP. Morgan Chase Common Stock {formerly J.P. Morgan & Co.) — Int/Div

General Electric Co. Common Stock — Int/Div

IBM Common Stock — Int/Div

Exxon Mobil Corp. Common Stock — Int/Div

Compass Bank Checking Account — None

T. Rowe Price Small Cap Value Fund — istrnibution

R — Int/Div

T. Rowe Price New Era Fund — Distribution

10. — Int/Div

Northwestern Mutual Whole Life Policies See Part VIII — Int/Div

Abbott Labs Common Stock — Int/Div

Minots Tool Works Inc Common Stock — Int/Div

Procter & Gamble Common Stock — Int/Div

Northwestern Mutual Variable Annuity Policy (Son, Annuitant) — None

Tarrant Cnty Tex Hea B LTH FACS Dev Corp $% Bonds - Due 12/1/2019 — Interest

Northwestern Mutual Insurance Service Account — Interest

Glaxosmithkline PLC — Int/Div

Texas GO 5% Bonds Due 10/1/2019 — Interest

Phoenix AZ Rev. 5% Bonds Due 7/1/2018 — Interest

Chevron Comp. — Int/Div

Roval Dutch Shell — Int/Div

Dallas Cnty TX Cnty College GO 5% Bonds Due 2/1521 — Interest

Massachusetts GO 5.25% Bonds Due R1202) — Interest

Caterpillar Common Stock — Int/Div

Abbvie. Inc. Common Stock — Int/Div

Home Depot Common Stock — Int/Div

Microsoft Common Stock — Int/Div

Apple Common Stock — Int/Div

Walt Disney Common Stock — Int/Div

Wisconsin Clean Water Bond 4% Due 601/23 — Interest

Texas GO Senes B Bond 4% Due 401/24 — Interest

Arkansas GO Higher Ed Bond 4% Due 6124 — Interest

Stifel Bank & Trust - cash account — Interest

American Express Centurion Bank-cash account — Interest

East West Bank - cash account — Interest — Closed

Barclays Bank Delaware - cash account — Interest — Closed

Kearny Bank - cash account — Interest — Closed

Citibank, NA - cash account — Interest — Closed

Dreyfus Appreciation Fund (401(k)) — hy — Sold (part)

Fidelity Contra Fund (401(k)) — Int/Div — Sold (part)

Vanguard Prime MM (401(k)) — Int — Sold (part)

FIAM Index TD 2005 U (401(k)) — Int/Div — Buy

Vanguard High Dividend Yield ETF — Int/Div

Harris County TX Met Tran Bond 5% Due 1126 — Interest — Buy

Oklahoma Dev Fin Auth Bond 5% Due a2 — Interest — Buy

Comwlth Fing Auth PA Bond 5% Due &12s — Interest — Buy

Spouse Holdings Listed Below

Compass Bank (Houston) — None

Rovalty (Hendrix) Pecos County, Texas — Rovalty

Minerals (Samson) Nacogdoches County. Texas — Rovalty

Mumerals (Apache) Nacogdoches County, Texas — None

Chase Bank (Houston) — Interest

Minerals (Chesapeake) Nacogdoches County, Texas — None

Fee Land, Llano County, Texas — None

Prudential Insurance Company - Whole Life Policy — Int/Div

Mumerals (Indigo), Nacogdoches County Texas — Rovalty

Vallence Operating Co., Panola County, Texas — Rovalty

Minerals (AETHON) Nacogdoches County, Texas — Rovalty

Mmerals (Patara & Gulf Coast) Shelby County, Texas — Rovalty

Mmerals (Noble & Hyperion) Nacogdoches County, Texas — Rovalty

Minerals (XTO) Nacogdoches County, Texas — Rovalty

Minerals (Delta Petroleum) Newton County, Texas — None

Texas State Bond $% Due 10/1/22 — Interest

Brookston Energy, Shelby County See Part vi — Rovalty

Massachusetts Bond — Interest

Texas GO Senes B Bond 4% Due 401/24 — Interest

Apple Common Stock — Int/Div

Walt Disney Common Stock — Int/Div

Arkansas St. Bond — Interest

Stifel Bank & Trust - cash account — Interest

American Express Centurion Bank - cash account — Interest

The Bank of East Asia - cash account — Interest — Closed

Minerals (British Petroleum) Panola County, Texas See Part VIII — Rovalty

Mmerals (Memorial Production) Panola County, Texas See Part VIII — None — Sold — AETHON

MEMBER OF ADVISORY BOARD, THE CENTER FOR THOMISTIC STUDIES, UNIVERSITY OF SAINT THOMAS

MEMBER OF PRESIDENTS BOARD OF ADVISORS, UNIVERSITY OF SAINT THOMAS

MEMBER & VICE CHAIR, BOARD OF TRUSTEES; MEMBER. EXECUTIVE COMMITTEE, BAYLOR COLLEGE OF MEDICINE

MEMBER OF THE BOARD OF DIRECTORS, CHI ST. LUKE'S HEALTH BAYLOR COLLEGE OF MEDICINE MEDICAL CENTER

Spouse's income — 2017 — STATE OF TEXAS, JUDICIAL RETIREMENT

In response to Part VII #1 1C, | have reported the aggregate cash surrender value for the whole life policies. In response to Part VII #118, | have shown the

aggregate amount of the dividends on those policies, which are used to pay the premiums and increase the cash surrender value.

Part VII#65 - Brookston Energy apparently acquired from another

Part VII#74 - Amount code changed to B instead of A in column B(1)

Part VII#T5 - Sold to AETHON-sale date and value code unknown

1 am married to Circuit Judge Thomas M. Reavley.

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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Carolyn Dineen King | Frix