Robert A. Junell
2016Annual
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What was filed
65
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Emplovees Retirement System of Texas (ERS)
- Concho Resources Inc
As filed
AT&T Ine — Int/Div
NKE(X) — Int/Div
Brokerage Account - Wells Fargo Advisors
Cash Sweep — Interest
Apple. Inc — Int/Div
Atmos Energy Corporation — Int/Div
NextEra 5% pfd — Int/Div
Wells Fargo 5.125% pfd — Int/Div
Wells Fargo Bank (Accounts) CD/SAV — Interest
First National Bank of Mertzon (Accounts) ch — Interest
SEP IRA - Wells Fargo Advisors
Cush Sweep — Interest
Exxon — Int/Div
Southwest Securities, Inc. (H) Hilltop Securities
Cash/Money Market (X) Plains Capital Bank CASIT — Interest
SL Green Realty Corp (X) — Int/Div
Block Fmancial LLC (X) SR. Note 5.125 “% Due 1-20-23 — Int/Div
Jefferies Group Inc. (X) — Interest
Kinross Gold Corp (X) GLDGAL-Note 125% Due 9-121 — Interest
CAIBX(X) — Int/Div
CWGIX(X) — Int/Div
AGTHX (X) — Int/Div
WASAX(X) — Int/Div — Sold
Hines Global REIT (X) — Int/Div
BP(X) — Int/Div
Flower Mound Certs (X) — Interest
North Texas Mun Wer (X) — Interest
Fort Bend Indpt Sch Dist (X) — Interest
Harris County Cultural (X) — Interest
Schertz-Cibolo (X) — Interest
Harris County Cultural (X) — Interest
Tarrant Count (X) — Interest
Barclays Bank PLC (X) — Interest
Chevron Corporation (X) — Int/Div
Continental Resources Inc. (X) — None
Deer & Company (X) — Int/Div
EMC Corporation (X) — Int/Div — Sold
Exelon Corporation (X) — Int/Div
Gabelli Utility Trust {X) — Int/Div
Interdigital Inc. (X) — Int/Div
Lightstream Resources (X) — Int/Div
Newfield Exploration (X) — Int/Div
Whole Foods Market Inc. (X) — Int/Div
Bank of America Corp (X) — Interest
SHRAX (X) — Int/Div
VAPAX(X) — Int/Div
ETFAX (X) — Int/Div
GDV(X) — Int/Div
Irving TX Water & Sewer (X) — Interest
Albuquerque Caty WT REF BDS (X) — Interest — Buy
West Travis Caty Pub Util BDS (X) — Interest — Buy
Santa Fe Mex Gross Rec. Tax Rev Bonds (xX) — Interest — Buy
Crowley TX ISD BDS (X) — Interest — Buy
Lonestar College System Land Tax BDS XxX) — Interest — Buy
BBH(X) — Interest — Buy
XLF{(X) — Int/Div — Buy
XLRE(X) — Int/Div — Buy
Jackson Vanable Anunity (X) — None
INL Multi-Manager Small Cap Growth 1X) — None
INL Mellon capital Oil & Gas Sector (X) — None
INL FPA+DL Flex Allocation (X) — None
INL Franklin Templeton Global Growth xX) — None
INL Mellon Capital Healthcare Sector (X) — None
INL S&P Intrinsic Value (X) — None
INL American Blue Chip Inc & Growth (xX) — None
Agreement — 1989 — State of Texas Retirement Plan
Income — 2016 — Emplovees Retirement System of Texas (ERS) — S46.692.00
Spouse's income — 2016 — Concho Resources Inc
Please note under Part VII Investments and Trusts (Line 57) NKE was purchased 11/10/15 with a Value Code of J. This purchase was erroneously left off of Judge
Junell's 2015 Financial Disclosure Report,
Per the Committee's letter dated 10/5/2017 - please find below an explanation of the corrections made:
Part VIL, line 1 the listed "IRA-Wells Fargo" this was a listing for interest only. This line item has been correctly named "Cash Sweep” and divided into both the
Wells Fargo Brokerage Account and the Wells Fargo SEP IRA.
Part VII, line 3 the listed "Money Mark Fund - UBS" should have been closed as of 11/30/2009. This fund has been erroneously listed on the the report from 2009
-2016.
Part VIL, line 12 "Apple, Inc.” was incorrectly listed under the Wells Fargo SEP IRA account - has been correctly placed under the Wells Fargo Brokerage
Account.
Part VIL, lines 1-12 have been updated with the correct codes and more detailed naming of each account.
Part VIL, line 14; correction made.
Part VII, lines 17 and 18; corrections made.
Part VII, lines 22, 36 and 49-56; corrections made.
Judge Junell received an email on 3/7/18 from the Finanical Disclosure Committee regarding release of prior reports. In reading the reports noticed he had made
an error under Part 111 B. Spouse Non-Investment Income. Judge Junell was remarried in October, 2014, and his spouse is employed with Concho Resources Inc.
This correction would apply to Judge Junell's 2014, 2015, and 2016 Finanical Disclosure Report.
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.