Carolyn Dineen King
2017Annual
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Pull out the substance of this filing.
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.