Timothy D. Leonard

2016Final

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Pull out the substance of this filing.

What was filed

  • 45

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Umiversity of Oklahoma Spike (Track & Field) Club

As filed

Leonard Mt Inv LLC real estate Gunnison Co, CO 2004 $300.000 — Rent

Property #1,0kla County, OK (appraisal July 2003) — None

Oil & Gas Royalty Interest, Beaver Co, OK — Rovalty

Oil & Gas Working Interest, Beaver Co, OK Armagost Unit — Rovalty

Oil & Gas Working Interest, Beaver Co, OK, Leonard # — Rovalty

Oil & Gas Working Interest, Beaver Co, OK, Barby # 1 — Rovalty

Oil & Gas Working Interest, Beaver Co, OK. Beard #1 — Rovalty

Oil & Gas Royalty Interest, Meade Co, KS {appraisal 3/18/97) — Rovalty

IRA Acct - Fidelity Dividend Growth — Int/Div

IRA Acct - Fidelity Money Market — Distribution

Cash Value Life Insurance, Chattanooga, ™ — Interest

Bank of Okla - Checking Acct, Okla. City, OK — Interest

Bank of Okla - Savings Acct, Okla. City. OK — Interest

Fidelity Mutual Funds - Spartan Market Index — Int/Div — Sold (part)

Fidelity Mutual Funds - Dividend Growth — Int/Div — Sold (part)

Fidelity Mutual Funds - Growth Company — Int/Div — Sold (part)

Fidelity Mutual Funds Growth Strategies — Int/Div — Sold

Fidelity Mutual Funds - Cash Reserve — Int/Div

Continental Resources Common Stock — Int/Div

Devon Energy Common Stock — Int/Div

Sand Ridge Energy Common Stock (Y)

Charles Schwab Checking Acct (was money market) — Interest

Non-producing Royalty Interest, Brazoria Co. TX — None

Second Oklahoma Investments LLC — Interest

Bank of Okla - Checking Acct, Okla. City, OK — Interest

Bank of Okla - Special Checking Acct, Okla City. OK — Interest

Bank of Okla - Checking Acct, Okla City, OK — Interest

Vanguard 500 Index Mutual Funds — Int/Div

Vanguard Strategic Equity Fund — Int/Div

Fidelity Mutual Funds - Growth & Income — Int/Div

Fidelity Small Capital Stock — Int/Div

Oakmark Equity & Income Fund — Int/Div

Oakmark Global Fund — Int/Div

RehiaStar Insurance Annuity Acct (ING) — Interest

Amnuity TIAA Traditional — Interest

Amnuity CREF Growth R) — Int/Div

Amnuity CREF Equity Index RI — Int/Div

Amnuity TIAA Real Estate — Int/Div

IRA Acct: TIAA Traditional — Distribution

IRA Acct: CREF Growth R1 — Distribution

IRA Acct: CREF Equity Index R1 — istnbution

IRA Acct: TIAA Real Estate — Distribution

First Oklahoma Investment LLC — Interest

Second Oklahoma Investments LLC — Interest

Third Oklahoma Investments LLC — Interest

Board Member, Umiversity of Oklahoma Spike (Track & Field) Club

Section VIL Line 21: On September 6, 2016, the U.S. Bankruptcy Court for the Souther District of Texas approved the reorganization plan of Sandridge Energy.

The plan eliminated and cancelled all share of common stock owned by investors.

Section VII, Lines 35-42: Pursuant to instructions from the Financial Disclosure Committee, I have corrected Line 35 in my 2015 Report and Line 29 mn my 2014

Report to reflect the specific investments in the TIAA-CREF annuities and IRA.

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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Timothy D. Leonard | Frix