Ronald A. White

2015Annual

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What was filed

  • 140

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Oklahoma Bar Association
  • Federal Judges’ Association
  • Indian Nations Council, Boy Scouts of America
  • Spinning Leaf, LLC
  • Trust (CEW)
  • Diamond Pipeline LLC - nght of way agreement on Okmulgee County property

As filed

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 (H)

Columbia Acom Fund — None

Energy Transfer Partners(publicly traded partnership units) — Int/Div

Bank of America. NA RASP — Interest

MERRILL LYNCH IRA #22 (H)

Alcatel Lucent Technologies Inc. common stock — None

Alliance Resources publicly traded partnership units — Int/Div

Citigroup common stock — Int/Div

GE common stock — Int/Div

H&R Block common stock — Int/Div

HP Inc — None

Johnson & Johnson common stock — Int/Div

Lancaster Colony Corp. common stock — None

Lehman Bros Hldgs Inc. common stock — None

Magellan Midstream publicly traded partnership units — Int/Div

Merrill Lynch Bank USA RASP(Y) — None — Closed

Occidental Petroleum Corp. common stock — Int/Div

OG&E common stock — Int/Div

ONEOK common stock — Int/Div

Pfizer common stock — Int/Div

SPDR S&P S00 ETF Trust — Int/Div

Williams Cos. common stock — None

WPX Energy Inc — None

California Resources — None

OneGas — Int/Div

BA CA NA. RASP (Cash account) (x) — None

Bank of America, N.A. RASP (Cash account) (x) — None

STIFEL NICOLAUS (H)

Bank of Oklahoma common stock — Int/Div

Bearing Point common stock — None

GE common stock — Int/Div

Oneok Inc. New — Int/Div

Sufel Nicolaus Money Market — Interest

American Express Centurion (Bank Deposit X) — Interest — Closed

Harbor Intemational Mutual Fund — Int/Div

Johnson & Johnson — Int/Div

OGE Energy Corp — Int/Div

Oklahoma Dev. Fin. Auth — Int/Div

Oneok Partners LP — Int/Div

Pfizer Inc — Int/Div

Phillips 66 — Int/Div

SPDR S&P S00 ETF Trust Mutual Fund — Int./hv — Sold (part)

SPDR S&P S00 ETF Trust Mutual Fund — Buy

SPDR S&P S00 ETF Trust Mutual Fund — Buy (add'l)

Stfel Bank & Trust (Bank deposit) — Int/Div

Williams Companies — Int/Div

Willams Partners LP — Int/Div

Allianzgi Income & Growth — Int/Div — Buy (add'l)

Ciubank NA (Bank deposit) — Interest

Federated Capital Income — Int/Div — Buy (add'l)

Federated Capital Income — Buy (add'l)

First Eagle Global — None — Buy (add'l)

First Eagle Global — Buy (add'l)

lvy Balanced (X) — Int/Div — Sold

Oklahoma St Mun Pwr Auth — Int/Div

Oklahoma St Cap Impt Auth St — Int/Div

Oklahoma St Wir Res Brd — Int/Div

The Private Bank and Trust Co. {Bank deposit) X) — Interest — Closed

Access Midstream Partners LP (X) — None — Sold

Eagle MLP Strategy Mutual Fund (X) — Int/Div — Buy

Eagle MLP Strategy Mutual Fund (X) — Buy (add'l)

lvy Asset Strategy Mutual Fund (X) — Int/Div — Buy

lvy Asset Strategy Mutual Fund (X) — Buy (add'l)

Mainstay Cushing MLP Mutual Fund (X) — Int/Div — Buy

One Gas Inc. (X) — Int/Div

Sector Energy Select (X) — Int/Div — Buy

BBON Bank (cash account) (YX) — Interest — Closed

Bank of Baroda (cash account) (Y XX) — Interest — Closed

State Bank of India (cash account) (X)Y) — Interest — Closed

MERRILL LYNCH ROTH IRA 23 (H)

Bank of America. NA RASP — Interest

SPDR S&P S00 ETF Trust (X) — Int/Div — Buy

Spmmng Leal, LLC, real estate, Summit Co, CO 17212013. S150.000 — None

MERRILL LYNCH IRA (CEW Trust) (H)

Bank Hawai Corp. — Int/Div

Boeing Company — Int/Div — Sold (part)

Entergy Corp. — Int/Div

FIA Card Services NA (Y) — Interest — Closed

FNMA (Corporate Bonds) — Interest

FNMA (Govi/Agency Securities) — Interest

GNM (Govi/Agency Securities) — Interest

Leucadia Natl Corp — Int/Div

Magellan Midstream — Int/Div

Oneok Inc — Int/Div

Bank of America NA RASP (X) — Interest

One Gas Inc. (X) — Int/Div

MERRILL LYNCH (CEW Trust) (H)

American Elec Power Co — Int/Div

AT&T Inc — Int/Div

Centurvlink Inc — Int/Div

Empire Dist Elec — Int/Div

FIA Card Services NA (Y) — None — Closed

Fairpoimnt Communications — None

Ford Motor Co — Int/Div

Frontier Communications — Int/Div

General Electric — Int/Div

Grand River Dam Auth (Municipal Bonds) — Int/Div

Hanesbrands Inc — Int/Div

Intl Business Machines — Int/Div

JPMorgan Chase & Co — Int/Div

Katy Tex Indpt Sch Dist (Municipal Bonds) — Int/Div

Kimberly Clark — Int/Div

Magellan Midstream — Int/Div

Microsoft Corp — Int/Div

OGE Energy Corp — Int/Div

Oneok Inc — Int/Div

Oklahoma Colleges Brd (Municipal Bonds) Yh — Int/Div — Matured

Okla St Capitol Impt (Municipal Bonds) yy — Int/Div — Matured

Oklahoma City Okla Arpt (Municipal Bonds) — Int/Div

Oklahoma City Okla (Municipal Bonds) — Int/Div

Oklahoma Cnty Okla (Municipal Bonds) — Int/Div

Oklahoma MPA Pwr Spply (Municipal Bonds) — Int/Div

Oklahoma Agric-Mech Clg (Municipal Bonds) — Int/Div

Sprint Corp — None

Teco Energy Inc — Int/Div

Tulsa Okla (Municipal Bonds) — Int/Div

Verizon Communications — Int/Div

Vodafone Grop — Int/Div

ONEGAS — Int/Div

Boeing (X) — Int/Div — Buy

Halyard Health (x) — None

Bank of America, NA (cash account) (X) — Interest

Bank of America, CA, NA (cash account) 1X) — Interest

FIDELITY (CEW Trust) (H)

Fidelity Municipal Money Market — None

Exxon Mobil Corporation — Int/Div

Paychex Inc — Int/Div

Procter & Gamble — Int/Div

Powershs QQQ Trust Ser — None

SPDR S&P SOO ETF TR — None

SCHW US LCAP ETF — None

SCHW US SCAPETF — None

Member, Oklahoma Bar Association

Member, Federal Judges’ Association

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

Member, Spinning Leaf, LLC

Co-Trustee, Trust (CEW)

Income — 2015 — Diamond Pipeline LLC - nght of way agreement on Okmulgee County property — $10,632.00

PART VIL INVESTMENTS AND TRUSTS:

Line 19. HP Inc. accrued through exchange from Hewlett Packard Company on 11/2/2015.

Line 24. Merrill Lynch Bank USA RASP. Cash account, asset now held under another account. The filer has no control over when the monies are deposited or

transferred.

Line 29. Name revised to reflect specific asset name.

Lines 42, 53, 57, 66, 75, 76, and 77 are cash accounts that hold funds on a temporary basis. The filer has no control over when the monies are deposited or

transferred.

Line 67. Access Midstream Partners LP accrued through merger with Williams Partners, LP. Asset sold on 2/10/15 at a loss.

Lines 73 and 94. One Gas Inc. acquired through split from Oneok.

Lines 82 - 140. Assets held by a trust (CEW), of which 1 am Co-Trustee, My interest is income-beneficiary.

Lines 86 & 100. FIA Card Services NA. Cash account, asset now held under another account. The filer has no control over when the monies are deposited or

transferred.

Line 129. Halyard Health. Asset previously not listed in error.

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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Ronald A. White | Frix