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.