Austin City Council Member Sheryl Cole's Personal Financial Disclosure, Filed April 2009 (part 1)
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- Words: 3,631
- Pages: 13
Austin Texas 78711-2070
P.O. Box 12070
Texas Ethics Commission
(512)463-5800
PERSONAL FINANCIAL STATEMENT
1-800-325-8506
FORM PFS COVER SHEET TOTAL NUMBER OF PAGES FILED;
Filed in accordance with chapter 572 of the Government Code. For filings required in 2009, covering calendar year ending December 31 , 2008. Use FORM PFS-INSTRUCTION GUIDE wnen completing this form.
ACCOUNT #
1
NAME
TITLE; FIRST; Ml
*^:>
A
Jfo/v/ A/
fi/e
r-o
if3—31» OFFICE USE OfJEY °
'
Dale Received
Erj'
"H
NICKNAME; LAST SUFFIX
=
^.
I—' CD
O " O
ADORESS , PO BOX. APT / SUITE * CITY' STATE. ZiP CODE
~0
-H
z>
2
ADDRESS
Y/0/ ftS, /*/«&<*&
Af4«s,r> 7t?3* | 3
4
REASON FOR FILING STATEMENT
HO .' PM
CO
—j
fNJ Amounl
Date Processed
PHONE NUMBER; EXTENSION
( 3~/l ) W?~ /JT J?
j
m X
CJ
| (CHECK IF FILER'S HOME ADDRESS)
AREA CODE
TELEPHONE NUMBER
Receipt #
^3
Date Imaged
Q nAisininATF
(INDICATE QFFICFJ
fT-'n Fr.TFD OFFICER
(INDICATE OFFICE)
Pj APP^INTFD OFFICER
< INDICATE A^FKIHYI
G FXEf.llTIVF HFAD
.INDICATE AGFNCYI
LJ FORMER OR RETIRED JUDGE SITTING BY ASSIGNMENT
'
I
I STATE PARTY rHAIR
I
I OTHFR
.
_
, INDICATE PARTY)
(INDICATE POSITION)
Family members whose financial activity you are reporting (filer must report information about the financial activity of the filer's spouse or dependent children if the filer had actual control over that activity):
SPOUSE DEPENDENT C MILD 1 ?
. _
.
3
In Parts 1 through 18, you will disclose your financial activity during the preceding calendar year. In Parts 1 through 14, you are required to disclose not only your own financial activity, but also that of your spouse or a dependent child if you had actual control over that person's financial activity.
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
P.O. Box12070
Texas Ethics Commission
Austin. Texas 78711-2070
(512)463-5800
SOURCES OF OCCUPATIONAL INCOME
1-800-325-8506
PART 1A
NOT APPLICABLE
i When reporting information about a dependent child's activity, indicate the child about whom you are reporting by ; ' providing the number under which the child is listed on the Cover Sheet. 1
INFORMATION RELATES TO
3-flLER
U SPOUSE
J DEPENDENT CHILD ._
NAME AND ADDRESS CF EMPLOYER.' POSITION HELD (Chech If Filer's Home Address)
EMPLOYMENT
Q EMPLOYED BY ANOTHER
NATURE OF OCCUPATION
LJ SELF-EMPLOYED
INFORMATION RELATES TO
D FILER
r EMPLOYMENT
Q-SPOUSE
D DEPENDENT CHILD
NAME AND ADDRESS OF EMPLOYER / POSITION bELD r^ (Check If Filer's Home AJdress)
J EMPLOYED BY ANOTHER
NATURE OF OCCUPATION
SELF-EMPLOYED
INFORMATION RELATES TO
G FILER
J SPOUSE
D DEPENDENT CHILD _
NAME AND ADDRESS OF EMPLOYER , POS'TION HELD _J (Check If Filer's Home Address)
EMPLOYMENT
D EMPLOYED BY ANOTHER
G SELF-EMPLOYED
NATURE OF OCCUPATION
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY iitiJ 12,0 If 2000
Texas Ethics Commission
P.O. Box 12070
(512) 463-5800
Austin, Texas 78711-2070
RETAINERS
1 -800-325-8506 PART 1 B
OT APPLICABLE
This section concerns fees received as a retainer by you, your spouse, or a dependent child (or by a business in which you, your spouse, or a dependent child have a "substantial interest") for a claim on future services in case of need, rather than for services on a matter specified at the time of contracting for or receiving the fee. Report information here only if the value of the work actually performed during the calendar year did not equal or exceed the value of the retainer. For more information, see FORM PFS--INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. NAME AND ADDRESS
FEE RECEIVED FROM
NAWE OF BUSINESS
FEE RECEIVED BY D FILER OR FILER'S BUSINESS D SPOUSE OR SPOUSE'S BUSINESS D DEPENDENT CHILD OR CHILD'S BUSINESS
FEE AMOUNT
CD LESS THAN $5,000
C $5,000-S9,999
Q $10,000-424,999
Q $25,000--OR MORE
NAME AMD ADDRESS
FEE RECEIVED FROM
NAME OF BUSINESS
FEE RECEIVED BY D FILER
OR FILER'S BUSINESS D SPOUSE OR SPOUSE'S BUSINESS
—
U DEPENDENT CHILD _ OR CHILD'S BUSINESS
FEE AMOUNT
D LESS THAN 55,000
D $5,000-49,999
L] $10,000--S24,999
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
D S25.QOO-OR MORE
Texas Ethics Commission
P.O. Box 12070
(512)463-3800
Austin, Texas 78711-2070
1-800-325-8506
PART 2
STOCK 3TAPPLICABLE
i i i i
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar year J and indicate the category of the number of shares held or acquired. If some or all of the stock was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFSINSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1
BUSINESS ENTITY
2
STOCK HELD OR ACQUIRED BY
D FILER
D SPOUSE
G DEPENDENT CHILD
3
NUMBER OF SHARES
G LESS THAN 100
G 100 TO 499
Q 500 TO 999
I'H 5,000 TO 3,999
D 10,000 OR MORE
D LESS THAN $5,000
G $5,000-59,999
4 IF SOLD
NAME
C NET GAIN
G $10,000-524,999
G 1 ,000 TO 4.999
Q $25,000~OR MORE
G NET LOSS NAME
BUSINESS ENTITY STOCK HELD OR ACQUIRED BY j G FILER
G
SPOLISF
G
NUMBER OF SHARES
D LESS THAN 100
G
100 TO 499
G 500 TO 999
C 5,000 TO 9,999
G 10,000 OR MORE
G LESS THAN $5,000
G $5.000-$9,999
IF SOLD
D NET GAIN
DFPENDFNT CHILD
Q $10,000-$24,999
Q 1 ,000 TO 4,999
Q S25.000--OR MORE
Q NET LOSS
BUSINESS ENTITY
NAME
STOCK HELD OR ACQUIRED BY
D FILER
G SPOUSE
Q DEPENDENT CHILD
NUMBER OF SHARES
D LESS THAN 100
G
G 500 TO 999
D 5,000 TO 9,999
G 10,000 OR MORE
D LESS THAN $5,000
Q S5,000-$9,999
IF SOLD
D NET GAIN
100 TO 499
Q $10,000~$24,999
Q 1,000 TO 4,999
G $25,000--OR MORE
D NET LOSS BUSINESS ENTITY
NAME
STOCK HELD OR ACQUIRED BY
D FILER
G SPOUSE
NUMBER OF SHARES
D LESS THAN 100
G 100 TO 499
D 5,000 TO 9,999
G 10,000 OR MORE
G LESS THAN $5,000
Q $5,000-49.999
IF SOLD
U NET GAIN
G DEPENDENT CHILD Q 500 TO 999
Q $10,000-524,999
Q 1,000 TO 4,999
G $25,000-OR MORE
G NET LOSS ENTITY STOCK HELD OR ACQUIRED BY | Q FILER NUMBER OF SHARES iFSOLD
!_! NET GAIN
SPOUSE
Q DEPENDENT CHILD
G LESS THAN 100
Q 100 TO 499
G 5.000 TO 9,999
G 10.COO OR MORE
! LESS THAN 35,000
G S5,000-$9 999
!_.' 500 TO 999
G 510,000-324.999
CD NET LOSS
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
G 1 .000 TO 4 999
S2G.QOO--OR MORE
P.O. Box 12070
Texas Ethics Commission
Austin. Texas 78711-2070
(512)463-5800
1-800-325-8506
PART 3
_/
0
NOT APPLICABLE
List all bonds, notes, and other commercial paper held or acquired by you, your spouse, or a dependent child during the calendar year. If sold, indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet.
DESCRIPTION OF INSTRUMENT 2
HELD OR ACQUIRED BY G FILER
P SPOUSE
G OFPFNrJFNTr.HII H
3
IF SOLD D LESS THAN $5,000
D NET GAIN
D S5,000--$9,999
D $10,000-524,999
G S25.000--OR MORE
D NET LOSS
DESCRIPTION OF INSTRUMENT HELD OR ACQUIRED BY D FILER
D SPOUSE
H DEPENDENT CHILD
IF SOLD D LESS THAN $5.000
D NET GAIN
G S5.COO-$9,999
D $10,000--$24,999
G $25,000-OR MORE
D NET LOSS
DESCRIPTION OF INSTRUMENT HELD OR ACQUIRED BY Q FILER
G SPOUSE
G DEPENDENT CHILD
IF SOLD G NET GAIN
G LESS THAN S5.COO
Q S5,000-$9.999
G $10,000-324,999
G $25,000--OR MORE
D NET LOSS
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Revised 12/01/2008
Texas Ethics Commission
P.O. Box 12070
Austin, Texas 78711-2070
(512)463-5800
1-800-325-8506
MUTUAL FUNDS
PART 4
NO NOTAPPLICABLE
i
List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or i acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If I some or all of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet 1 MUTUAL FUND
ft /' /"^frvV* ' &" '* >/ .;-9»•<'< £Cf , — -"-
s^fS'*:--/^''^
/—.•• St-r
^ ,?
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~"
'
<" '''fS
f
.£f^
„ ' j ~j ^ i--" ^.^
2
I
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
3 NUMBER OF SHARES OF MUTUAL FUND
IF SOLD
D NET GAIN
'
f'
J .N^ME-
,
/ 3
•" S •" *-*""•-'' /£- "'!_/ £_ ,jf j,,' s£ ••<&},t^- *'S-' > f> "f^.r";'-"V - -' •
f '
•
S-**' -'t'*s*
^~f ^?^/ -* / j \s -.J.-V- /" t
_/V/-"'/ -/t^/-'"^^-'''' /'-'" -^^ / jfsttjz-f /
^FILER
SPOUSE
D DEPENDENT CHILD
Q LESS THAN 100
f_] 100 TO 499
D 500 TO 999
G LESS THAN $5,000
?"/•>.••.•
' ,' .SFry' •*"
/^-V-' ifc^-f^^'^ Sf
r
D 5,000 TO 9,999
4
~-
-->^ S^' S $• /& ''-1" ^ f --'•'. p- „.//!.&
E'l.OOO TO 4,999
Q 10.000 OR MORE
Q $5,000--S9,999
Q $10,000-$24,999
Q S25.000--OR MORE
G NET LOSS
MUTUAL FUNQ
^^T"/'2Df £*£^K'*fy%Z*>- v
/;4>v-- ?•"? /-v-f/jJ SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
ET'FILER
[jTSPOUSE
NUMBER OF SHARES OF MUTUAL FUND
G3"LESS THAN 100
G '00 TO 499
G 5,000 TO 9,999 IF SOLD
G NET GAIN
G LESS THAN $5,000
G DEPENDENT CHILD
G 500 TO 999
G U'OO TO 4,999
G 10.000 OR MORE
G $5.000-49,999
G $IO,000-S24.999
G S25.000-OR MORE
Q NET LOSS
/
a
/&?£* s'~j ^&f%r&^/^-''* s s
MUTUAL FUND
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
Q'FILER
IrSPOUSE
G DEPENDENT CHILD
NUMBER OF SHARES OF MUTUAL FUND
2"LESS THAN 100
LJ 100 TO 499
G 500 TO 999
Q 5,000 TO 9 999
G 10.000 OR MORE
G LESS THAN $5,000
G SS.OOO-S9.399
_
i
IF SOLD
G NET GAIN Q NET LOSS
Q 1.000 TO 4 999
G 310 .000-524 999 G $25,000--OR MORE
Texas Ethics Commission
(_51_2)_463-53GO
_ PX>. Box '^OJfJ
-1-800-325-3506
MUTUAL FUNDS 4
"
NOTAPPLICABLE
List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If some or all of the sh ares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS-INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. NAME
1 MUTUAL FUND
SHARES OF MUTUAL FUND HELDORACQUIREDBY I 3 NUMBER OF SHARES OF MUTUAL FUND
4 IF SOLD
SPOUSE
FILER
G NET GAIN
i_. DEPENDENT CHILD
n LESS THAN 100
G 100 TO 499
Q 500 TO 999
G 1,000 TO 4,599
D 5,000 TO 9,999
C 10,000 OR MORE
G LESS THAN 55,000
(_J S5,000-$9.999
G 310,000-324,999
G S25.000--OR MORE
Q NET LOSS _ ,. ,. — _
,
-~
_
.
.
MUTUAL FUND
-
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
S H FILER
i^i-SPOUSE
NUMBER OF SHARES OF MUTUAL FUND
G LESS THAN 100
l~l 100 TO 499
G 5 OCO TO 9.999
G 10.000 OR MORE
n
I_J S5.000-S9.999
IF SOLD
G NET GAIN
LESS THAN $5,000
D DEPENDENT CHILD
O^SOO TO 999
fl 1,000 TO 4.999
Q 310,000-524.999
[J S25.CQO--OR MORE
Q MET LOSS MUTUAL FUND /?$/? i&'ri'fr'lt*^
f&/Kf
%£& ^^ffi'2?*%' **+ &L*f¥>&«%"£.%
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
I' FILER
NUMBEROF SHARES OF MUTUAL FUND
_ LESS THAN 100 C 5.000 TO 9,999
IF SOLD
&«
.".' > 100 TO 499
„
'_" 500 TO 999
'^TTCOO TO 4.099
_ 510,000-324.393
'__ S25.0CC--CR MORE
2 '0.000 OR MORE
. . .NET GAIN j LESS THAN S5.CCO
•__ 35,000-39.999
J NET LO.^iS COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
.
Texas ethics Commission
P.O. Box 12070
*?3 7371_1-20_70
L5!?^4?3'53™
MUTUAL FUNDS _ NOTAPPUCABLE
PART 4
List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If : ; some oral! of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized , from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. : When reporting information about a dependent child's activity, indicate the child about whom you are reporting by i providing the number under which the child is listed on the Cover Sheet. : 1 MUTUAL FUND
2 SHARES OF MUTUAL FUND HELDORACQUIREDBY
ETFILER
3 NUMBER OF SHARES OF MUTUAL FUND
H LESS THAN 100 D 5,000 TO 9,999
4 IF SOLD
LJ NET CAIN
LESS THAN $5.000
"SPOUSE
Lj DEPENDENT CHILD
3 100 TO 499
Q 500 TO 399
(J 1,000 TO 4,999
D 10,000 OR MORE
US5.000--39.9S9
[J S10.000~S24.999
C 525.000--OR MORE
Q NET LOSS MUTUAL FUND
|
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
~S
NUMBER OF SHARES OF MUTUAL FUND
Q LESS THAN 100
L~l • ''LER
G 5,000 TO 9.999 IF SOLD
Q NET GAIN
LESS THAN $5,000
SPOUSE
D DEPENDENT CHILD
fl 100 TO -499
(TH^OO TO 999
f~] 1,000 TO 4,999
D 10,000 OR MORE
C S5,OOC-$9,999
Q 310 000-524,999
Q S25.000--GR MORE
U NET LOSS
MUTUAL FUND
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
Z^-STCUSE
NUMBER OF SHARES OF MUTUAL FUND
„ LESS THAN 100 C
IF SOU
5.000 TO 9,999
_M^OO TO 4S9
DEPENDENT CHILD
'.... 500 TO S99
1 COO TO 4 099
J TO OCO OR MORE
NET GAIN •_, LESS THAN 55.GCG
_ 35.COO-i9.999
,_ 510,000-324.593
„' NET LOSS
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
"
525.0CO--OR MORE
i
P.O. Box 12070
Texas Ethtes Commission
Ll'_le?s
r3
- LG_!£' 4_6i5i°i
Ll?_°Z°
MUTUAL FUNDS
PART 4
MOTAFPLICABtE
List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If '• some or all of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized i from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the nuirbar under which the child is listed on the Cover Sheet. SaAjju.gt'cj'#1,4 /&? /ausd'^t/Ug MUTUAL FUND
HELD OR ACQUIRED BY
j3 NUMBER OF SHARES OF MUTUAL FUND
4 IF SOLD
U NET GAIN
'1.000 TO 4,999
Q LESS THAN 100
G 100 TO 439
U 500 TO 999
G 5.0CO TO 9,999
C 10,000 OR MORE
G LESS THAN J5.000
LJ 35,000-59,999
G $10,000-524 999
FILER
D SPOUSE
D DEPENDENT CHILD
LESS THAN 100
H 100 TO 499
(~] 500 TO 999
5.000 TO 9,999
Cj 10.000 OR P/1ORE
LESS THAN $5,000
G 35,000-59.999
fj S25.00Q--OR MORE
D NET LOSS MUTUAL FUND
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY |
NUMBER OF SHARES OF MUTUAL FUND
IF SOLD
G NET GAIN
G S10.000-324.999
1.000 TO 4,399
H $25.000--OR MORE
G NET LOSS
SHAPES OF MUTUAL FUND HELD CR ACQUIRED BY
_ DEPENDENT CHILD _.
NUMBER OF SHARES OF MUTUAL FUND
_ LESS THAN iOO G 5,000 TO 9,399
IF SOLD
MET GAIN
I LESS THAN S5.00G
.. j 100 TO 499
_ 500 TO S99
_, ! COO TO 4.999
J 10.000 OF! MORE
L 35.COO--39.939
_ S10.000--324.399
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
'_ S25.0CC--OR MORE
0*?
Texas Ethics Commission
RO
i?!?x.l?OJC)_
__Austin. Texas 78711-2070
_i^L21ff3-5800
INCOME FROM INTEREST, DIVIDENDS, ROYALTIES & RENTS
1-300-325-3506
PART 5
NOTAPPLICABLE
List each source of income you, your spouse, or a dependent child received in excess of S500 that was derived from interest, dividends, royalties, and rents during the calendar year and indicate the category of the amount of the income. For more information, see FORM PFS--INSTRUCTION GUIDE, When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is 'isted on the Cover Sheet.
1
NAME AND ADDRESS
SOURCE OF INCOME
RECEIVED BY G-flLER
AMOUNT
.ROUSE
DEPENDENT CHILD
$5,000-59.999
I±TS10.QOO-$24,999
J S25.000--OR MORE
uJ S5.000-S9.S99
G 510,000-324,999
U S25.000-OR MORE
MAMEPNDADDPE3S
SOURCE OF INCOME
RECEIVED BY FILER
AMOUNT
.J 35CO--S4 999
_ SPOUSE
S5.COO--S9.999
:_: DEPENDENT CHILD
_ S10.COO--524.999
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
_ S25 000--OR MORE
Texas Ethics Commission
P.O. Box 12070
(512)463-5800
Austin, Texas 78711-2070
INCOME FROM INTEREST, DIVIDENDS, ROYALTIES & RENTS
1-800-325-8506
PART 5
NOTAPPLICABLE
List each source of income you, your spouse, or a dependent child received in excess of $500 that was derived from interest, dividends, royalties, and rents during the calendar year and indicate the category of the amount of the income. For more information, see FORM PFS-INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. NAME AND ADDRESS
SOURCE OF INCOME LS
1
/
f)sy?<7//is7<(v
/!
$ttf*rrtS
/>*
/-r//^^2
RECEIVED BY H'TILER
nR"SPOUSE
G DEPENDENT CHILD
3 AMOUNT
D. $500-44, 999
D $5,000-49,999
H"$1'o!oOO--$24.999
D $25,000--OR MORE
NAME AND ADDRESS
SOURCE OF INCOME
/7^/%£-
RECEIVEDBY
HFILER
AMOUNT
LZMspousE
D $500-44,999
•••••••MMHMMMMMBM^H^MMMMBMMi^HMMM^HMHl
'
E^5,000-$9,999
Q $10,000-424,999
1 ^—rm^rr^mammm J
SOURCE OF INCOME
D DEPENDENT CHILD
^ S/ 7
/&f/A/,
D $25,000-OR MORE ~
NAME AND ADDRESS
/s/^faWft/^S*
7y
////??# RECEIVED BY 0FILER
AMOUNT
D $500-44,999
E3^POUSE
D $5 000-49,999
D DEPENDENT CHILD
Q-Sto!oOO-S241999
U 325.000-OR MORE
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Re.ised 12'0';2008
P.O. Box 12070
Texas Ethics Commission
(512)463-5800
Austin, Texas 78711-2070
,
r
_
_
.
PERSONAL NOTES AND LEASE AGREEMENTS
,
1-800-325-3506 .
__
' "
j
PART 6 |
[v| NOT APPLICABLE
i Identify each guarantor of a loan and each person or financial institution to whom you, your spouse, or . a dependent child had a total financial liability of more than $1,000 in the form of a personal note or notes or lease agreement at any time during the calendar year and indicate the category of the amount of the liability. For more information, see FORM PFS-INSTRUCTION GUIDE. i When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which tr ie cniip is nstea on me ^over &neei. 1
2
PERSON OR INSTITUTION HOLDING NOTE OR LEASE AGREEMENT LIABILITY OF G FILER
G SPOHSF
Q DEPENDENT CHILD .
GUARANTOR 4
AMOUNT
D S1.000--S4.999
l~ S5.000-$9,999
C $10,000-124,999
Q S25.000--OR MORE
I
i
PERSON OR INSTITUTION HOLDING NOTE OR LEASE AGREEMENT LIABILITY OF D FILER
D SPOUSE
Q DEPENDENT CHILD
GUARANTOR AMOUNT
j
D $1,000-54.999
D $5,000~$9,999
Q $10,000-$24,999
G $25.000--OR MORE
PERSON OR INSTITUTION HOLDiNGNOTEOR LEASE AGREEMENT LIABILITY OF G FILER
Q SPOUSE
Q DEPENDENT CHILD _
GUARANTOR —i
AMOUNT
!_' $1,OCC-$4.999
LJ S5.000-S9.999
J 510,000~$24,999
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
G S25.000--OR MORE
P.O. Box 12070
Texas Ethics Commission
Austin. Texas 78711-2070
(5 12) 463-5300
INTERESTS IN REAL PROPERTY
1-800-325-3506
PART 7 A
~, NOTAPPLICABLE
, Describe all beneficial interests in real property held or acquired by you, your spouse, or a dependent child during the calendar year. If the interest was sold, also indicate the category of the amount of the net gain or loss realized from the sale. ' For an explanation of "beneficial interest" and other specific directions for completing this section, see FORM PFS-' INSTRUCTION GUIDE ' When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1
HELD OR ACQUIRED BY
SPOUSE
_• DEPENDENT CHILD
STREET ADDRESS. INCLUDING CITY. COUNTY. AND STATE
STREETADDRESS [j NOTAVAILABLE
7?
I I CHECK IF FILER'S HOME ADDRESS 3
NUMBER OF LOTS OR ACRES AND NAME OF COUNTY ',vti6RE LOCATED
DESCRIPTION Q LOTS l~ ACRES
NAMES OF PERSONS RETAINING AN INTEREST G NOTAPPLICABLE (SEVERED MINERAL INTEREST)
IF SOLD Q NET GAIN
O LESS THAN $5,000
Q $5.000-49.999
Q $10,000-524,599
O S25.000-OR MORE
Q MET LOSS
HELD OR ACQUIRED BY
La SPOUSE
FILER
STREETADDRESS !
U DEPENDENT CHILD _ .
STREET ADDRESS. INCLUDING CITY COUNTY fHD STATE
I | NOT AVAILABLE i
1 CHECK IF FILER'S HOME ADDRESS NUMBER OF LOTS OR ACRES AND NAME OF COUNTY WHERE LOCATED
DESCRIPTION r2 LOTS
/
'~ ACRES
NAMES OF PERSONS RETAINING AN INTEREST 3 -IOTAFPLICA8LE SEVERED MINERAL INTEREST)
IF SOLD J MET GAIN
._' LESS THAN S5.COO
_ 35.CCO-39.399
•_ 310,000-32-) 939
"" MET LOSS
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
~ 325.KO--OR MORE
P.O. Box 12070
Texas Ethics Commission
(512)463-5800
PERSONAL FINANCIAL STATEMENT
1-800-325-8506
FORM PFS COVER SHEET TOTAL NUMBER OF PAGES FILED;
Filed in accordance with chapter 572 of the Government Code. For filings required in 2009, covering calendar year ending December 31 , 2008. Use FORM PFS-INSTRUCTION GUIDE wnen completing this form.
ACCOUNT #
1
NAME
TITLE; FIRST; Ml
*^:>
A
Jfo/v/ A/
fi/e
r-o
if3—31» OFFICE USE OfJEY °
'
Dale Received
Erj'
"H
NICKNAME; LAST SUFFIX
=
^.
I—' CD
O " O
ADORESS , PO BOX. APT / SUITE * CITY' STATE. ZiP CODE
~0
-H
z>
2
ADDRESS
Y/0/ ftS, /*/«&<*&
Af4«s,r> 7t?3* | 3
4
REASON FOR FILING STATEMENT
HO .' PM
CO
—j
fNJ Amounl
Date Processed
PHONE NUMBER; EXTENSION
( 3~/l ) W?~ /JT J?
j
m X
CJ
| (CHECK IF FILER'S HOME ADDRESS)
AREA CODE
TELEPHONE NUMBER
Receipt #
^3
Date Imaged
Q nAisininATF
(INDICATE QFFICFJ
fT-'n Fr.TFD OFFICER
(INDICATE OFFICE)
Pj APP^INTFD OFFICER
< INDICATE A^FKIHYI
G FXEf.llTIVF HFAD
.INDICATE AGFNCYI
LJ FORMER OR RETIRED JUDGE SITTING BY ASSIGNMENT
'
I
I STATE PARTY rHAIR
I
I OTHFR
.
_
, INDICATE PARTY)
(INDICATE POSITION)
Family members whose financial activity you are reporting (filer must report information about the financial activity of the filer's spouse or dependent children if the filer had actual control over that activity):
SPOUSE DEPENDENT C MILD 1 ?
. _
.
3
In Parts 1 through 18, you will disclose your financial activity during the preceding calendar year. In Parts 1 through 14, you are required to disclose not only your own financial activity, but also that of your spouse or a dependent child if you had actual control over that person's financial activity.
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
P.O. Box12070
Texas Ethics Commission
Austin. Texas 78711-2070
(512)463-5800
SOURCES OF OCCUPATIONAL INCOME
1-800-325-8506
PART 1A
NOT APPLICABLE
i When reporting information about a dependent child's activity, indicate the child about whom you are reporting by ; ' providing the number under which the child is listed on the Cover Sheet. 1
INFORMATION RELATES TO
3-flLER
U SPOUSE
J DEPENDENT CHILD ._
NAME AND ADDRESS CF EMPLOYER.' POSITION HELD (Chech If Filer's Home Address)
EMPLOYMENT
Q EMPLOYED BY ANOTHER
NATURE OF OCCUPATION
LJ SELF-EMPLOYED
INFORMATION RELATES TO
D FILER
r EMPLOYMENT
Q-SPOUSE
D DEPENDENT CHILD
NAME AND ADDRESS OF EMPLOYER / POSITION bELD r^ (Check If Filer's Home AJdress)
J EMPLOYED BY ANOTHER
NATURE OF OCCUPATION
SELF-EMPLOYED
INFORMATION RELATES TO
G FILER
J SPOUSE
D DEPENDENT CHILD _
NAME AND ADDRESS OF EMPLOYER , POS'TION HELD _J (Check If Filer's Home Address)
EMPLOYMENT
D EMPLOYED BY ANOTHER
G SELF-EMPLOYED
NATURE OF OCCUPATION
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY iitiJ 12,0 If 2000
Texas Ethics Commission
P.O. Box 12070
(512) 463-5800
Austin, Texas 78711-2070
RETAINERS
1 -800-325-8506 PART 1 B
OT APPLICABLE
This section concerns fees received as a retainer by you, your spouse, or a dependent child (or by a business in which you, your spouse, or a dependent child have a "substantial interest") for a claim on future services in case of need, rather than for services on a matter specified at the time of contracting for or receiving the fee. Report information here only if the value of the work actually performed during the calendar year did not equal or exceed the value of the retainer. For more information, see FORM PFS--INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. NAME AND ADDRESS
FEE RECEIVED FROM
NAWE OF BUSINESS
FEE RECEIVED BY D FILER OR FILER'S BUSINESS D SPOUSE OR SPOUSE'S BUSINESS D DEPENDENT CHILD OR CHILD'S BUSINESS
FEE AMOUNT
CD LESS THAN $5,000
C $5,000-S9,999
Q $10,000-424,999
Q $25,000--OR MORE
NAME AMD ADDRESS
FEE RECEIVED FROM
NAME OF BUSINESS
FEE RECEIVED BY D FILER
OR FILER'S BUSINESS D SPOUSE OR SPOUSE'S BUSINESS
—
U DEPENDENT CHILD _ OR CHILD'S BUSINESS
FEE AMOUNT
D LESS THAN 55,000
D $5,000-49,999
L] $10,000--S24,999
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
D S25.QOO-OR MORE
Texas Ethics Commission
P.O. Box 12070
(512)463-3800
Austin, Texas 78711-2070
1-800-325-8506
PART 2
STOCK 3TAPPLICABLE
i i i i
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar year J and indicate the category of the number of shares held or acquired. If some or all of the stock was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFSINSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1
BUSINESS ENTITY
2
STOCK HELD OR ACQUIRED BY
D FILER
D SPOUSE
G DEPENDENT CHILD
3
NUMBER OF SHARES
G LESS THAN 100
G 100 TO 499
Q 500 TO 999
I'H 5,000 TO 3,999
D 10,000 OR MORE
D LESS THAN $5,000
G $5,000-59,999
4 IF SOLD
NAME
C NET GAIN
G $10,000-524,999
G 1 ,000 TO 4.999
Q $25,000~OR MORE
G NET LOSS NAME
BUSINESS ENTITY STOCK HELD OR ACQUIRED BY j G FILER
G
SPOLISF
G
NUMBER OF SHARES
D LESS THAN 100
G
100 TO 499
G 500 TO 999
C 5,000 TO 9,999
G 10,000 OR MORE
G LESS THAN $5,000
G $5.000-$9,999
IF SOLD
D NET GAIN
DFPENDFNT CHILD
Q $10,000-$24,999
Q 1 ,000 TO 4,999
Q S25.000--OR MORE
Q NET LOSS
BUSINESS ENTITY
NAME
STOCK HELD OR ACQUIRED BY
D FILER
G SPOUSE
Q DEPENDENT CHILD
NUMBER OF SHARES
D LESS THAN 100
G
G 500 TO 999
D 5,000 TO 9,999
G 10,000 OR MORE
D LESS THAN $5,000
Q S5,000-$9,999
IF SOLD
D NET GAIN
100 TO 499
Q $10,000~$24,999
Q 1,000 TO 4,999
G $25,000--OR MORE
D NET LOSS BUSINESS ENTITY
NAME
STOCK HELD OR ACQUIRED BY
D FILER
G SPOUSE
NUMBER OF SHARES
D LESS THAN 100
G 100 TO 499
D 5,000 TO 9,999
G 10,000 OR MORE
G LESS THAN $5,000
Q $5,000-49.999
IF SOLD
U NET GAIN
G DEPENDENT CHILD Q 500 TO 999
Q $10,000-524,999
Q 1,000 TO 4,999
G $25,000-OR MORE
G NET LOSS ENTITY STOCK HELD OR ACQUIRED BY | Q FILER NUMBER OF SHARES iFSOLD
!_! NET GAIN
SPOUSE
Q DEPENDENT CHILD
G LESS THAN 100
Q 100 TO 499
G 5.000 TO 9,999
G 10.COO OR MORE
! LESS THAN 35,000
G S5,000-$9 999
!_.' 500 TO 999
G 510,000-324.999
CD NET LOSS
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
G 1 .000 TO 4 999
S2G.QOO--OR MORE
P.O. Box 12070
Texas Ethics Commission
Austin. Texas 78711-2070
(512)463-5800
1-800-325-8506
PART 3
_/
0
NOT APPLICABLE
List all bonds, notes, and other commercial paper held or acquired by you, your spouse, or a dependent child during the calendar year. If sold, indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet.
DESCRIPTION OF INSTRUMENT 2
HELD OR ACQUIRED BY G FILER
P SPOUSE
G OFPFNrJFNTr.HII H
3
IF SOLD D LESS THAN $5,000
D NET GAIN
D S5,000--$9,999
D $10,000-524,999
G S25.000--OR MORE
D NET LOSS
DESCRIPTION OF INSTRUMENT HELD OR ACQUIRED BY D FILER
D SPOUSE
H DEPENDENT CHILD
IF SOLD D LESS THAN $5.000
D NET GAIN
G S5.COO-$9,999
D $10,000--$24,999
G $25,000-OR MORE
D NET LOSS
DESCRIPTION OF INSTRUMENT HELD OR ACQUIRED BY Q FILER
G SPOUSE
G DEPENDENT CHILD
IF SOLD G NET GAIN
G LESS THAN S5.COO
Q S5,000-$9.999
G $10,000-324,999
G $25,000--OR MORE
D NET LOSS
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Revised 12/01/2008
Texas Ethics Commission
P.O. Box 12070
Austin, Texas 78711-2070
(512)463-5800
1-800-325-8506
MUTUAL FUNDS
PART 4
NO NOTAPPLICABLE
i
List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or i acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If I some or all of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet 1 MUTUAL FUND
ft /' /"^frvV* ' &" '* >/ .;-9»•<'< £Cf , — -"-
s^fS'*:--/^''^
/—.•• St-r
^ ,?
'"
~"
'
<" '''fS
f
.£f^
„ ' j ~j ^ i--" ^.^
2
I
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
3 NUMBER OF SHARES OF MUTUAL FUND
IF SOLD
D NET GAIN
'
f'
J .N^ME-
,
/ 3
•" S •" *-*""•-'' /£- "'!_/ £_ ,jf j,,' s£ ••<&},t^- *'S-' > f> "f^.r";'-"V - -' •
f '
•
S-**' -'t'*s*
^~f ^?^/ -* / j \s -.J.-V- /" t
_/V/-"'/ -/t^/-'"^^-'''' /'-'" -^^ / jfsttjz-f /
^FILER
SPOUSE
D DEPENDENT CHILD
Q LESS THAN 100
f_] 100 TO 499
D 500 TO 999
G LESS THAN $5,000
?"/•>.••.•
' ,' .SFry' •*"
/^-V-' ifc^-f^^'^ Sf
r
D 5,000 TO 9,999
4
~-
-->^ S^' S $• /& ''-1" ^ f --'•'. p- „.//!.&
E'l.OOO TO 4,999
Q 10.000 OR MORE
Q $5,000--S9,999
Q $10,000-$24,999
Q S25.000--OR MORE
G NET LOSS
MUTUAL FUNQ
^^T"/'2Df £*£^K'*fy%Z*>- v
/;4>v-- ?•"? /-v-f/jJ SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
ET'FILER
[jTSPOUSE
NUMBER OF SHARES OF MUTUAL FUND
G3"LESS THAN 100
G '00 TO 499
G 5,000 TO 9,999 IF SOLD
G NET GAIN
G LESS THAN $5,000
G DEPENDENT CHILD
G 500 TO 999
G U'OO TO 4,999
G 10.000 OR MORE
G $5.000-49,999
G $IO,000-S24.999
G S25.000-OR MORE
Q NET LOSS
/
a
/&?£* s'~j ^&f%r&^/^-''* s s
MUTUAL FUND
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
Q'FILER
IrSPOUSE
G DEPENDENT CHILD
NUMBER OF SHARES OF MUTUAL FUND
2"LESS THAN 100
LJ 100 TO 499
G 500 TO 999
Q 5,000 TO 9 999
G 10.000 OR MORE
G LESS THAN $5,000
G SS.OOO-S9.399
_
i
IF SOLD
G NET GAIN Q NET LOSS
Q 1.000 TO 4 999
G 310 .000-524 999 G $25,000--OR MORE
Texas Ethics Commission
(_51_2)_463-53GO
_ PX>. Box '^OJfJ
-1-800-325-3506
MUTUAL FUNDS 4
"
NOTAPPLICABLE
List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If some or all of the sh ares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS-INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. NAME
1 MUTUAL FUND
SHARES OF MUTUAL FUND HELDORACQUIREDBY I 3 NUMBER OF SHARES OF MUTUAL FUND
4 IF SOLD
SPOUSE
FILER
G NET GAIN
i_. DEPENDENT CHILD
n LESS THAN 100
G 100 TO 499
Q 500 TO 999
G 1,000 TO 4,599
D 5,000 TO 9,999
C 10,000 OR MORE
G LESS THAN 55,000
(_J S5,000-$9.999
G 310,000-324,999
G S25.000--OR MORE
Q NET LOSS _ ,. ,. — _
,
-~
_
.
.
MUTUAL FUND
-
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
S H FILER
i^i-SPOUSE
NUMBER OF SHARES OF MUTUAL FUND
G LESS THAN 100
l~l 100 TO 499
G 5 OCO TO 9.999
G 10.000 OR MORE
n
I_J S5.000-S9.999
IF SOLD
G NET GAIN
LESS THAN $5,000
D DEPENDENT CHILD
O^SOO TO 999
fl 1,000 TO 4.999
Q 310,000-524.999
[J S25.CQO--OR MORE
Q MET LOSS MUTUAL FUND /?$/? i&'ri'fr'lt*^
f&/Kf
%£& ^^ffi'2?*%' **+ &L*f¥>&«%"£.%
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
I' FILER
NUMBEROF SHARES OF MUTUAL FUND
_ LESS THAN 100 C 5.000 TO 9,999
IF SOLD
&«
.".' > 100 TO 499
„
'_" 500 TO 999
'^TTCOO TO 4.099
_ 510,000-324.393
'__ S25.0CC--CR MORE
2 '0.000 OR MORE
. . .NET GAIN j LESS THAN S5.CCO
•__ 35,000-39.999
J NET LO.^iS COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
.
Texas ethics Commission
P.O. Box 12070
*?3 7371_1-20_70
L5!?^4?3'53™
MUTUAL FUNDS _ NOTAPPUCABLE
PART 4
List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If : ; some oral! of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized , from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. : When reporting information about a dependent child's activity, indicate the child about whom you are reporting by i providing the number under which the child is listed on the Cover Sheet. : 1 MUTUAL FUND
2 SHARES OF MUTUAL FUND HELDORACQUIREDBY
ETFILER
3 NUMBER OF SHARES OF MUTUAL FUND
H LESS THAN 100 D 5,000 TO 9,999
4 IF SOLD
LJ NET CAIN
LESS THAN $5.000
"SPOUSE
Lj DEPENDENT CHILD
3 100 TO 499
Q 500 TO 399
(J 1,000 TO 4,999
D 10,000 OR MORE
US5.000--39.9S9
[J S10.000~S24.999
C 525.000--OR MORE
Q NET LOSS MUTUAL FUND
|
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
~S
NUMBER OF SHARES OF MUTUAL FUND
Q LESS THAN 100
L~l • ''LER
G 5,000 TO 9.999 IF SOLD
Q NET GAIN
LESS THAN $5,000
SPOUSE
D DEPENDENT CHILD
fl 100 TO -499
(TH^OO TO 999
f~] 1,000 TO 4,999
D 10,000 OR MORE
C S5,OOC-$9,999
Q 310 000-524,999
Q S25.000--GR MORE
U NET LOSS
MUTUAL FUND
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY
Z^-STCUSE
NUMBER OF SHARES OF MUTUAL FUND
„ LESS THAN 100 C
IF SOU
5.000 TO 9,999
_M^OO TO 4S9
DEPENDENT CHILD
'.... 500 TO S99
1 COO TO 4 099
J TO OCO OR MORE
NET GAIN •_, LESS THAN 55.GCG
_ 35.COO-i9.999
,_ 510,000-324.593
„' NET LOSS
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
"
525.0CO--OR MORE
i
P.O. Box 12070
Texas Ethtes Commission
Ll'_le?s
r3
- LG_!£' 4_6i5i°i
Ll?_°Z°
MUTUAL FUNDS
PART 4
MOTAFPLICABtE
List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If '• some or all of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized i from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the nuirbar under which the child is listed on the Cover Sheet. SaAjju.gt'cj'#1,4 /&? /ausd'^t/Ug MUTUAL FUND
HELD OR ACQUIRED BY
j3 NUMBER OF SHARES OF MUTUAL FUND
4 IF SOLD
U NET GAIN
'1.000 TO 4,999
Q LESS THAN 100
G 100 TO 439
U 500 TO 999
G 5.0CO TO 9,999
C 10,000 OR MORE
G LESS THAN J5.000
LJ 35,000-59,999
G $10,000-524 999
FILER
D SPOUSE
D DEPENDENT CHILD
LESS THAN 100
H 100 TO 499
(~] 500 TO 999
5.000 TO 9,999
Cj 10.000 OR P/1ORE
LESS THAN $5,000
G 35,000-59.999
fj S25.00Q--OR MORE
D NET LOSS MUTUAL FUND
SHARES OF MUTUAL FUND HELD OR ACQUIRED BY |
NUMBER OF SHARES OF MUTUAL FUND
IF SOLD
G NET GAIN
G S10.000-324.999
1.000 TO 4,399
H $25.000--OR MORE
G NET LOSS
SHAPES OF MUTUAL FUND HELD CR ACQUIRED BY
_ DEPENDENT CHILD _.
NUMBER OF SHARES OF MUTUAL FUND
_ LESS THAN iOO G 5,000 TO 9,399
IF SOLD
MET GAIN
I LESS THAN S5.00G
.. j 100 TO 499
_ 500 TO S99
_, ! COO TO 4.999
J 10.000 OF! MORE
L 35.COO--39.939
_ S10.000--324.399
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
'_ S25.0CC--OR MORE
0*?
Texas Ethics Commission
RO
i?!?x.l?OJC)_
__Austin. Texas 78711-2070
_i^L21ff3-5800
INCOME FROM INTEREST, DIVIDENDS, ROYALTIES & RENTS
1-300-325-3506
PART 5
NOTAPPLICABLE
List each source of income you, your spouse, or a dependent child received in excess of S500 that was derived from interest, dividends, royalties, and rents during the calendar year and indicate the category of the amount of the income. For more information, see FORM PFS--INSTRUCTION GUIDE, When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is 'isted on the Cover Sheet.
1
NAME AND ADDRESS
SOURCE OF INCOME
RECEIVED BY G-flLER
AMOUNT
.ROUSE
DEPENDENT CHILD
$5,000-59.999
I±TS10.QOO-$24,999
J S25.000--OR MORE
uJ S5.000-S9.S99
G 510,000-324,999
U S25.000-OR MORE
MAMEPNDADDPE3S
SOURCE OF INCOME
RECEIVED BY FILER
AMOUNT
.J 35CO--S4 999
_ SPOUSE
S5.COO--S9.999
:_: DEPENDENT CHILD
_ S10.COO--524.999
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
_ S25 000--OR MORE
Texas Ethics Commission
P.O. Box 12070
(512)463-5800
Austin, Texas 78711-2070
INCOME FROM INTEREST, DIVIDENDS, ROYALTIES & RENTS
1-800-325-8506
PART 5
NOTAPPLICABLE
List each source of income you, your spouse, or a dependent child received in excess of $500 that was derived from interest, dividends, royalties, and rents during the calendar year and indicate the category of the amount of the income. For more information, see FORM PFS-INSTRUCTION GUIDE. When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. NAME AND ADDRESS
SOURCE OF INCOME LS
1
/
f)sy?<7//is7<(v
/!
$ttf*rrtS
/>*
/-r//^^2
RECEIVED BY H'TILER
nR"SPOUSE
G DEPENDENT CHILD
3 AMOUNT
D. $500-44, 999
D $5,000-49,999
H"$1'o!oOO--$24.999
D $25,000--OR MORE
NAME AND ADDRESS
SOURCE OF INCOME
/7^/%£-
RECEIVEDBY
HFILER
AMOUNT
LZMspousE
D $500-44,999
•••••••MMHMMMMMBM^H^MMMMBMMi^HMMM^HMHl
'
E^5,000-$9,999
Q $10,000-424,999
1 ^—rm^rr^mammm J
SOURCE OF INCOME
D DEPENDENT CHILD
^ S/ 7
/&f/A/,
D $25,000-OR MORE ~
NAME AND ADDRESS
/s/^faWft/^S*
7y
////??# RECEIVED BY 0FILER
AMOUNT
D $500-44,999
E3^POUSE
D $5 000-49,999
D DEPENDENT CHILD
Q-Sto!oOO-S241999
U 325.000-OR MORE
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY Re.ised 12'0';2008
P.O. Box 12070
Texas Ethics Commission
(512)463-5800
Austin, Texas 78711-2070
,
r
_
_
.
PERSONAL NOTES AND LEASE AGREEMENTS
,
1-800-325-3506 .
__
' "
j
PART 6 |
[v| NOT APPLICABLE
i Identify each guarantor of a loan and each person or financial institution to whom you, your spouse, or . a dependent child had a total financial liability of more than $1,000 in the form of a personal note or notes or lease agreement at any time during the calendar year and indicate the category of the amount of the liability. For more information, see FORM PFS-INSTRUCTION GUIDE. i When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which tr ie cniip is nstea on me ^over &neei. 1
2
PERSON OR INSTITUTION HOLDING NOTE OR LEASE AGREEMENT LIABILITY OF G FILER
G SPOHSF
Q DEPENDENT CHILD .
GUARANTOR 4
AMOUNT
D S1.000--S4.999
l~ S5.000-$9,999
C $10,000-124,999
Q S25.000--OR MORE
I
i
PERSON OR INSTITUTION HOLDING NOTE OR LEASE AGREEMENT LIABILITY OF D FILER
D SPOUSE
Q DEPENDENT CHILD
GUARANTOR AMOUNT
j
D $1,000-54.999
D $5,000~$9,999
Q $10,000-$24,999
G $25.000--OR MORE
PERSON OR INSTITUTION HOLDiNGNOTEOR LEASE AGREEMENT LIABILITY OF G FILER
Q SPOUSE
Q DEPENDENT CHILD _
GUARANTOR —i
AMOUNT
!_' $1,OCC-$4.999
LJ S5.000-S9.999
J 510,000~$24,999
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
G S25.000--OR MORE
P.O. Box 12070
Texas Ethics Commission
Austin. Texas 78711-2070
(5 12) 463-5300
INTERESTS IN REAL PROPERTY
1-800-325-3506
PART 7 A
~, NOTAPPLICABLE
, Describe all beneficial interests in real property held or acquired by you, your spouse, or a dependent child during the calendar year. If the interest was sold, also indicate the category of the amount of the net gain or loss realized from the sale. ' For an explanation of "beneficial interest" and other specific directions for completing this section, see FORM PFS-' INSTRUCTION GUIDE ' When reporting information about a dependent child's activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet. 1
HELD OR ACQUIRED BY
SPOUSE
_• DEPENDENT CHILD
STREET ADDRESS. INCLUDING CITY. COUNTY. AND STATE
STREETADDRESS [j NOTAVAILABLE
7?
I I CHECK IF FILER'S HOME ADDRESS 3
NUMBER OF LOTS OR ACRES AND NAME OF COUNTY ',vti6RE LOCATED
DESCRIPTION Q LOTS l~ ACRES
NAMES OF PERSONS RETAINING AN INTEREST G NOTAPPLICABLE (SEVERED MINERAL INTEREST)
IF SOLD Q NET GAIN
O LESS THAN $5,000
Q $5.000-49.999
Q $10,000-524,599
O S25.000-OR MORE
Q MET LOSS
HELD OR ACQUIRED BY
La SPOUSE
FILER
STREETADDRESS !
U DEPENDENT CHILD _ .
STREET ADDRESS. INCLUDING CITY COUNTY fHD STATE
I | NOT AVAILABLE i
1 CHECK IF FILER'S HOME ADDRESS NUMBER OF LOTS OR ACRES AND NAME OF COUNTY WHERE LOCATED
DESCRIPTION r2 LOTS
/
'~ ACRES
NAMES OF PERSONS RETAINING AN INTEREST 3 -IOTAFPLICA8LE SEVERED MINERAL INTEREST)
IF SOLD J MET GAIN
._' LESS THAN S5.COO
_ 35.CCO-39.399
•_ 310,000-32-) 939
"" MET LOSS
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
~ 325.KO--OR MORE
