Annual financial disclosure for 2009, filed May 15, 2009. Includes 97 assets.
| Asset | Value |
|---|---|
Wells Fargo Checking - Midland, Texas Midland, Texas, US | $15,001 - $50,000 |
Eaton Vance Tax Managed Growth Fund | $15,001 - $50,000 |
Blackrock Equity Dividend Fund | $1,001 - $15,000 |
UBS Money Fund Fund | $1,001 - $15,000 |
Centennial Money Market Trust | $15,001 - $50,000 |
Merrill Lynch Managed Account | $250,001 - $500,000 |
Kidwell Exploration Corp. - Midland, Texas Midland, Texas, US | $15,001 - $50,000 |
Oil & Gas Mineral Interests | $15,001 - $50,000 |
Permian Basin Royalty - Midland, Texas Midland, Texas, US | $15,001 - $50,000 |
Telefonica Moviles Argentina SA ADR | $1 - $15,000 |
Telefonica de Argentina SA Ord Cl B | $1 - $15,000 |
Conawell Corporation - Midland, Texas Midland, Texas, US | $50,001 - $100,000 |
Merit Energy | $1,001 - $15,000 |
Clayton Williams Energy - common stock | $15,001 - $50,000 |
Morgan Stanley Dean Witter | $1,001 - $15,000 |
Wells Fargo Bank - Savings - Midland, Texas Midland, Texas, US | $1,001 - $15,000 |
Wright Patman Federal Credit Union - checking | $1 - $1,000 |
Wright Patman Federal Credit Union - savings | $1 - $1,000 |
Novell, Inc. | $15,001 - $50,000 |
Centennial Money Market | $15,001 - $50,000 |
Lario Oil & Gas Co. - Midland, Texas Midland, Texas, US | $1,001 - $15,000 |
KMC, Inc. Investments - Midland, Texas Midland, Texas, US | $1,001 - $15,000 |
Combain Corp. Oil & Gas - Midland, Texas Midland, Texas, US | $1 - $1,000 |
KMG Publicly Traded Common Stock | $1 - $1,000 |
Van Kampen Tax Exempt High Yield Fund | $100,001 - $250,000 |
Oppenheimer Rochester Natl Muni Fund Cl A | $50,001 - $100,000 |
Morgan Stanley High Yield Fund | $100,001 - $250,000 |
Pioneer Municipal High Income Advantage | $50,001 - $100,000 |
Lord Abbett Bond Debenture Fund | $15,001 - $50,000 |
Federated Strategic Income Fund | $15,001 - $50,000 |
Federated Total Return Bond Fund | $15,001 - $50,000 |
Federated Kaufmann Fund | $1,001 - $15,000 |
Federated Capital Appreciation Fund | $1,001 - $15,000 |
Franklin Templeton Growth Fund | $1,001 - $15,000 |
Franklin Templeton Founding Funds | $1,001 - $15,000 |
Franklin Templeton Income Fund | $15,001 - $50,000 |
First Bank of PR CD 5.000% 06/20/08 | $250,001 - $500,000 |
Magnolia Texas ISD Bonds 5.125% 08 Texas, US | $50,001 - $100,000 |
Eurobank CD 3.10% 01/14/2009 | $50,001 - $100,000 |
Branch Banking & Trust CD 3.00% 01/23/2009 | $50,001 - $100,000 |
Bank of Oklahoma CD 3.00% 01/30/2009 Oklahoma, US | $50,001 - $100,000 |
Bank of Oklahoma CD 3.00% 02/10/2009 Oklahoma, US | $50,001 - $100,000 |
National City Bank Cleveland CD 3.35% 04/27 Cleveland, OH, US | $50,001 - $100,000 |
First Regional Bank LA 3.40% 06/11/2009 Louisiana, US | $50,001 - $100,000 |
Bank of the West CD 5.25% 10/19/2009 | $50,001 - $100,000 |
Carolina First Bank CD 5.60% 07/13/2009 | $50,001 - $100,000 |
Isaac Bank of Findlay N.Y. CD 3.70% (07/17/2009) | $50,001 - $100,000 |
Comm Bank Tri-County Waldorf MD CD 3.50% Waldorf, MD, US | $50,001 - $100,000 |
Dallas C TX UT 5.00% 02/15/2024 Dallas, TX, US | $250,001 - $500,000 |
Wells Fargo Bank CD 5.8% 01/06/09 | $15,001 - $50,000 |
Wells Fargo Bank - Midland, Texas Midland, TX, US | $1,001 - $15,000 |
La Oa Cattle Co. Partnership Midland, TX, US | $50,001 - $100,000 |
Kinder Morgan Operating LP Midland, TX, US | $5,001 - $15,000 |
SV Investments, Ltd. | $15,001 - $50,000 |
Allstate Insurance | N/A |
MetLife Insurance | N/A |
Allstate Insurance | N/A |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
AIM Capital Development Fund | $15,001 - $50,000 |
AIM Constellation Fund | $15,001 - $50,000 |
Alliance Bernstein Growth Fund | $1,001 - $15,000 |
American Funds Growth Fund | $1,001 - $15,000 |
Federated Strategic Income Fund | $1,001 - $15,000 |
Federated Stock Trust | $1,001 - $15,000 |
Federated Market Opportunities Fund | $1,001 - $15,000 |
Federated Kaufman Fund | $1,001 - $15,000 |
Franklin Small Cap Growth Fund | $1,001 - $15,000 |
Federated Capital Appreciation Fund | $1,001 - $15,000 |
Templeton Foreign Fund | $15,001 - $50,000 |
UBS USA Allocation Fund | $15,001 - $50,000 |
MFS Core Equity Fund Class A | $15,001 - $50,000 |
USB PW Retirement Money Fund | $1 - $1,000 |
American Funds (JT-IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Putnam Health Science Trust | $1,001 - $15,000 |
Eaton Vance Special Investment Trust | $1,001 - $15,000 |
U.S. Treasury | $1,001 - $15,000 |
Edward Jones Money Market | $1,001 - $15,000 |
Port of Seattle Washington Revenue Bond (10/01/08) Seattle, WA, US | $1,001 - $15,000 |
Skagit County Revenue Bond (10/01/200?) Skagit County, WA, US | $1,001 - $15,000 |
Dallas Tollway Revenue Bond (10/01/200?) Dallas, TX, US | $1,001 - $15,000 |
Van Kampen Unit Trust 490 Series 18 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
AMCAP Fund Class A | $1,001 - $15,000 |
American Balanced Fund Class A | $1,001 - $15,000 |
American Mutual Fund Class A | $1,001 - $15,000 |
Capital Income Builder Fund Class A | $1,001 - $15,000 |
Capital World Growth & Income Fund Class A | $1,001 - $15,000 |
Columbia Tax Exempt Fund Class A | $1,001 - $15,000 |
Growth Fund of America Class A | $1,001 - $15,000 |
Euro Pacific Growth Fund Class A | $1,001 - $15,000 |