T Lane Wilson

2016Final

Ask Donna

Pull out the substance of this filing.

What was filed

  • 59

    investments

  • 4

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Crosstown Learning Center
  • The Williams Companies, Inc. - effective 4/17/17
  • The Williams Companies, Inc. Political Action Committee (subsidiary of The Willizms Companies, Inc.) - effective 5/4/17
  • WPZ GP LLC (subsidiary of The Wilbams Compames, Inc.) - effective 4/17/17

As filed

AT&T stock (T) — Int/Div

Bank of America stock (BAC) — Int/Div

Comcast Corp. stock (CMCSA) — Int/Div

ExxonMobil stock (XOM) — Int/Div — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

ExxonMobil stock (XOM) — Buy (add'l)

IBM stock (IBM) — Int/Div

Oracle stock (ORCL) — Int/Div

Okla Central Credit Union - cash accounts — Interest

IBM large company stock index fund — None

IBM small company stock index 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

American Funds: Capital World Growth and Income Fund - CWGIX — Int/Div — Buy (add'l)

American Funds: Fundamental Investors ANCFX — Int/Div

American Funds: Growth Fund of America « AGTHX — Int/Div — Sold (part)

American Funds: Growth Fund of America « AGTHX — Sold (part)

American Funds: Growth Fund of America « AGTHX — Sold (part)

American Funds: Growth Fund of America « AGTHX — Sold (part)

American Funds: Growth Fund of America « AGTHX — Buy (add'l)

American Funds: Growth Fund of America « AGTHX — Buy (add'l)

American Funds: Growth Fund of America « AGTHX — Buy (add'l)

American Funds: American Mutual Fund AMRMX — Int/Div — Sold (part)

American Funds: American Mutual Fund AMRMX — Sold (part)

American Funds: American Mutual Fund AMRMX — Sold (part)

American Funds: American Mutual Fund AMRMX — Sold (part)

American Funds: American Mutual Fund AMRMX — Sold (part)

American Funds: American Mutual Fund AMRMX — Buy (add'l)

American Funds: Smallcap World Fund-A SMCWYX — Int/Div — Sold (part)

American Funds: Smallcap World Fund-A SMCWYX — Sold (part)

American Funds: Smallcap World Fund-A SMCWYX — Sold (part)

American Funds: Smallcap World Fund-A SMCWYX — Sold (part)

S10. — Buy (add'l)

American Funds: New Perspective Fund-A « ANWPX — Int/Div — Buy (add'l)

American Funds: New Perspective Fund-A « ANWPX — Buy (add'l)

American Funds: The Income Fund of America Class A - AMECX — Int/Div — Sold (part)

American Funds: The Income Fund of America Class A - AMECX — Sold (part)

American Funds: The Income Fund of America Class A - AMECX — Sold (part)

American Funds: The Income Fund of America Class A - AMECX — Sold (part)

Putnam: International Growth Fund PINOX — Int/Div — Sold

Putnam: Multi Cap Growth CL A - PNOPX (reported as PINOX on 2015 mt) — None — Sold

American Funds: Developing World Growth and Income Fund - DWGAX (X) — Int/Div

Advisory Board Member, Crosstown Learning Center

Vice President, General Counsel and Chief Compliance Officer, The Williams Companies, Inc. - effective 4/17/17

Steering Committee, The Williams Companies, Inc. Political Action Committee (subsidiary of The Willizms Companies, Inc.) - effective 5/4/17

Vice President and General Counsel, WPZ GP LLC (subsidiary of The Wilbams Compames, Inc.) - effective 4/17/17

Agreement — 2017 — Terrance L. Wilson and The Williams Companies, Inc., full-time employment starting 4/17/2017

Line #53 on my 2016 report (2015 activity) should have been listed as "Putnam - PNOPX" instead of "Putman - PINOX™. That investment is correctly listed on

line #58 in this report, Line #52 on my 2016 report was correctly listed as "Putmam - PINOX™,

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