Catharina Haynes

2016Annual

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Pull out the substance of this filing.

What was filed

  • 58

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Emory University School of Law Alumm Advisory Board (see note mn Section vil
  • Appellate Judges Education Institute (see note in Section VII)
  • Judicial Division/Appellate Judges Conf.
  • College of Labor & Employment
  • Judicial Division
  • American Bar Assoc. Tort & Ins. Section
  • Judicial Division Appellate Judges Conference
  • Thompson & Kmight Law Partmership Income

As filed

Bank of America Accounts — Interest

Janus Money Fund — Interest

TRP Government Money Fund f/k/a T.Rowe Price (TRP) Prime Reserve Fund — Interest

TRP New Income — Int/Div

IRP International Stock — Int/Div — Buy

TRP New America Growth — Int/Div — Buy

TRP Health Science Fund — Int/Div — Buy

TRP Health Science Fund — Buy (add'l)

IRP Tax Efficient Equity — Int/Div — Buy

IRP Tax Efficient Equity — Buy (add'l)

TRP Tax Free Income — Int/Div

TRP Tax Free Short Intermediate — Int/Div

IBM — Int/Div

Motorola Solutions Inc. (MSH — Int/Div

Franklin Mutual Shares Class Z — Int/Div — Buy

Janus Fund — Int/Div

TRP Capital Appreciation — Int/Div — Buy

TRP Capital Appreciation — Buy (add'l)

TRP Equity Income Fund — Int/Div — Sold (part)

Vanguard REIT Fund — Int/Div — Buy

Vanguard 500 Index Fund — Int/Div — Buy

Vanguard 500 Index Fund — Buy (add'l)

Vanguard TM Small Cap — Int/Div — Buy

Vanguard TM Small Cap — Buy (add'l)

US EE Savings Bond — Int/Div

TRP Retirement 2020 (IRA) — Int/Div

TRP Retirement 2030 (IRA) — Int/Div

Thompson Knight Partnership Equity — None

TX Emp. Ret. Plan (H)

Vanguard Institutional Fund, — Int/Div

Vanguard Growth Fund — Int/Div

Black Rock Bond Fund — None

State of Tx. Judicial Retirement Equity — Interest

Texas County & District Retirement System — Interest

TRP Small Cap. Value — Int/Div — Buy

Thompson Knight 401K (HK see note at vin

Vanguard Wellington Fund — Int/Div

Vanguard Institutional Fund — Int/Div

Stable Value Fund — None

Vanguard Target Retirement 2025 — Int/Div

TRP Financial Services (IRA) — Int/Div — Sold (part)

TRP Global Stock (IRA) — Int/Div — Sold (part)

TRP Media Telecommumications (IRA) — Int/Div — Sold (part)

TRP New Era (IRA) — Int/Div — Sold (part)

TRP Spectrum Growth (IRA) — Int/Div — Sold (part)

TRP Spectrum Income (IRA) — Int/Div — Sold (part)

TRP Summit Cash (IRA) — Interest — Sold (part)

TRP Summit Cash (IRA) — Closed

US 1 Savings Bond — Interest

Chase Bank Account checking (see note at Section VIII — None

PEBCX (IRA) — Int/Div

PCRCX (IRA) (see note at VI — None

PCRAX (IRA) — Int/Div

Amegy Bank - CD — Interest

BB&T Account, CD — Interest

Capital One Bank Account — Interest

TRP US Treasury Money (IRA) — Interest — from line 48)

Vanguard Inf. Protec. Securities — Int/Div

Advisory Board Member, Emory University School of Law Alumm Advisory Board (see note mn Section vil

Board Member, Vice-Chair, Appellate Judges Education Institute (see note in Section VII)

Reimbursement — Judicial Division/Appellate Judges Conf. — Fe TT": Corner ha LETT Judges Conference, part. in Judicial Div, & related act. — Te je

Reimbursement — A aT Ta WN A Ry nd SEIS i ae continuing legal education Serinr — BOAT AE. a i parking

Reimbursement — College of Labor & Employment — 3192016 — New Orleans, LA — Speaking at a continuing legal education seminar — airfare, meal, ground transp. and parking

Reimbursement — Judicial Division — Meeting of the Judicial Division

Reimbursement — American Bar Assoc. Tort & Ins. Section — 5/11-122016 — Atlanta, GA — Speaking at continuing legal education seminar — awrtare, hotel, meal, cabs

Reimbursement — Judicial Division Appellate Judges Conference — Officers Conference Leadership Meeting

Spouse's income — 2016 — Thompson & Kmight Law Partmership Income

I. Line 1: This disclosure does not seem required by the rules but is made for informational purposes.

Line 2!

as a Board Member until my elevation to Vice Chair in August of 2016. 1 also served as Chair-Elect of the Appellate Judges Conference of the

Judicial Division of the American Bar Assocation before being elevated to Chair in August of 2016, correlative with my AJEI status, However, this disclosure

does not seem required by the rules and is listed for informational purposes.

111. and VII: recuse from all cases in which Thompson Knight is either a party or represents a party.

VIL Line 3: The name of this account was changed from TRP Prime Reserve Fund to TRP Government Money Fund during 2016, still managed by the same

entity, T. Rowe Price (TRP).

Lines 32, 39 and 52: No dividend or distribution was declared or paid in 2016,

Lines 36-40: My spouse makes regular payroll deduction contributions (amount J) to this regular 401K fund every paycheck (twice a month) until the maximum

allowable 401K limit is reached. His firm also contributes to this fund as part of his compensation.

Lines 48 & 57: The TRP Summit Cash Account was closed in August and spun off to the TRP Treasury Money Fund.

Line 50: This is a non-interest bearing checking account reported for informational purposes.

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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Catharina Haynes | Frix