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Judicial Watch • Jr Ewing Werlein Financial Disclosure Report for 2010

Jr Ewing Werlein Financial Disclosure Report for 2010

Jr Ewing Werlein Financial Disclosure Report for 2010

Page 1: Jr Ewing Werlein Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:20

Date Created:November 9, 2013

Date Uploaded to the Library:November 13, 2013

Tags:WERLEIN, EWING, Jr Ewing Werlein, Gross, 2010, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act ofl978
Rev. 1/2011 
FOR CALENDAR YEAR 2010 U.S.C. app..~.~ 101-111) Date Report 
WERLEIN, JR., EWING USDC/SO. DIST. TEXAS 07/25/2011 Person Reporting (last name, first, middle initial) Court Organization Title (Article III judges indicate active senior status; 5a. Report Type (check appropriate type) Reporting Period 
magistrate judges indicate full- part-time) Nomination, Date I/1/2010 
DISTRICT JUDGE SENIOR STATUS Initial Annual Final 12/31/2010 5b. Amended Report Chambers Office Address the basis the information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance 

with applicable laws and regulations.
515 RUSK AVENUE, ROOM 11521 
HOUSTON, 77002-2605 
Reviewing Officer 	Date 
IMPOR TANT TES: The instructions accompanying this form must followetL Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. m,porang indivldual onty; see pp. 9-13 fillng instructions.) 	NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY 
Director Chairperson 	The Methodist Hospital, Houston, Texas 
Director 	TMH Medical Office Bldgs Condominium Assoc. Chairperson TMH Board, director officio w/vote following: Medvest Holdings, Inc.; Methodist Health Centers; Methodist International; 
(contd Note (1) Part VIII) Chairman TMH Board, director officio w/o vote following: Diagnostic Center Hospital Corp. Texas; Medvest Inc. (contd Note (2) Part VIII) 
Executor 	Estate No. 
Trustee 	Trust No. me~,ora, individual only; see pp. 14-16 filing instructions. 
[~] NONE (No reportable agreements.) DATE PARTIES AND TERMS 

Werlein, JR., Ewin_q 

Name Person Reporting 	Date Report
III. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. I7-24offilinginstruction~) Filers Non-Investment Income NONE(No reportable non-investment income.) DATE SOURCE AND TYPE 

INCOME 
(yours, no! spouses) Spouses Non-Investment Income -If you were married during any portion the reportlng year, complete this section. 
(Dollar amount not required except for honoraria.) 

NONE (No reportable non-investment income.) 
DATE SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filling instructions.) 	NONE (No reportable reimbursements.) SOURCE DATES. LOCATION PURPOSE ITEMS PAID PROVIDED GIFTS. a.cluaes ,hose s~,ouse and depend, children; see pp. 28-31 filing instructions.)  
NONE (No reportable gifts.)  
SOURCE  DESCRIPTION  VALUE  
Vl. LIABILITIES. anch, des,hose o/spouse and depe.ae.; children; see pp. 32-33 filing instructions.)  
NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  VALUECODE INVESTMENTS and TRUSTS .... value, transactions (Includes those spouse and dependent children seepp. 34-60 offillng instructions.) 
[~] NONE(No reportable income, assets, transactions.) 
Description Assets Income during Gross value end (including trust assets) reporting period reporting period (t) (2) (i) (2) (I) 
Value Type (e.g., exempt from prior disclosure Code div., rent, Code Method buy, sell,  (A-It) int.) (J-P) Code redemption) (Q.~F) 
Place "(X)" after each asset Amount Typ~ (e.g., Value 	
Italliburton com. Dividend 	
Halliburton com. Dividend PLC, ADR Dividend 	
Exxon Mobil com. Dividend 	
Anadarko Petroleum Corp. com. Dividend 	
WaI-Mart Stores com. Dividend 	
Exxon-Mobil com. Dividend 	
Johnson Johnson, com. Dividend 	
Conoco Phillips, com. Dividend 

10. 
Texas Capital Bankshares, com. None HCP Inc., com. f/k/a HealthCare Prop. Dividend 

12. 	
CNL Lifestyle Props Inc. units Dividend 

13. 	
Hines REIT, units Dividend 

14. 	
ATT, com. Dividend 

15. 	
Bristol-Myers Squibb, com. Dividend 

16. 	
Berkshire Hathaway com. (Ika Brlngtr Dividend 
North Santa Fe) 

17. 	
Cisco Systems, com. None Income Gain Codes: $1.000 less =$1,001 $2,500 =$2.501 $5,000 (Scc Columns and -$50.001 0O.000 =$100,001 $1.000.000 1.000,001 $5,000.000 Value Codes =$15.000 kss -$15.001 $50.000 =$50.001 $100.000 (See Columns and D3) =$250.0~1 $500,000 $_300.001 $1,000.000 1.000.0~ $5.000.000 
Transactions during reporting period 
(2) (3) (4) (5) 
Date Value Gain Identity mm!dd/yy Code Code buyer/seller (J-P) (A-H) (if private transaction) 
See note (3) Part VIII 
See note (3) Part VIII -$5.0OI $15,000 :$15,001- $50,000 112 =More than $5.000,000 =$10~.001 $250.000 5.000.001 25,000.0~) =$25.000.001 $50.000,000 =More than $50.090,000 Value Method Codes Appraisal ~ost (Real Estate Only) :Asscssnlent =Cash Market  
(See Coh.nn C2) Book Value =Olhcr =Estimated  

VII. INVESTMENTS and TRUSTS -incomo, vatue, transactions (Includes those spouse and dependent children; see pp. 34-60 f!ling instruction~.) NONE(No reportable income, assets, transactions.) 	B.C. 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
(i) (2) (~) (2) (I) (2) (3) {4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
18. 
Comcast Corp. Class Dividend 

19. 
Dean Fo~ds Co., com. 	None 

20. 
Goodyear, com. 	None 

21. 
Hewlett Packard, com. Dividend 

22. 
IntelCorp.,com. Dividend 

23. 
IBM, com. Dividend 

24. Morgan Chase, com. Dividend 

25. 
LSI Corp., com. 	None 

26. 
Pepsico, lnc.,com. Dividend 

27. 
Target Corp.,com. Dividend 

28. 
Treehouse Foods, com. 	None 

29. 
Zimmer Holdings, lnc.,com. 	None 

30. 
MUTUAL FUNDS: 

31. 
Fidelity Fund Dividend 

32. 
Fidelity Low Price Stock Dividend 

33. 
Fidelity Contrafund Dividend 

34. 
Fidelity Mid-Cap Stock Dividend Income Gain Codcs: =$1.000 less -$1,001 $2,500 =$2.501 $5,0~0 =$5,001 $15,000 =$15,001 -$50,000 (See Columns and D4) =$50,001 $10~,000 =$100.091 $1.000.000 ill =$1.0~.0~1 $5.0~.000 112 =More than $5.000,000
 Value Codes =$15.0~0 less $15.0OI $50.0~1 =$50.0~1 ,$10~,0~ =$109.001 $250.000 

(See Columns and D3) =$250,001 $500.000 =$509.001 $1,0~0,000 =$1.000.001 $5.000.000 =$5.0~.001 $25,000.000 =$25,0~0,001 $50.0~0.0~0 =More than $50.0~0.0~0
 Value Method Codes =Appraisal =Cost ~Rcal Estate Only) =Asscssmcnt ~a.sh Market 
IScc Column C2) =Book Value =Other -Estimaled 

07/25/201
WERLEIN, JR., EWING
VII. INVESTMENTS and TRUSTS -i,,co,,,,. val,,o, transaaions~tndudesthoseofspou~ean,tdepenaentchilaren:seepp. 34-60 f!ling instructions.) 
NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(i) (2) (2) (1) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value 
Gain Identi~y 
buyer/seller (A-It) int.) (J-P) Code redemption) (J-P) (A-H) (if private transaction) 
exempt from prior disclosure  Code div., rent, Code Method buy, sell, 	mm/dd/yy Code Code 
35. 	
American Century Inter Term Tax-Free Interest Bond 

36. 	
LoomisSayles Bond Fund Retail Dividend 

37. 	
Thomburg Internatl Value Dividend Buy 01/06/10 (addl) 

38. 	
Oakmark Fund Dividend Buy 01/04/10 (addl) 

39. 	
Clipper Fund Dividend 

40. 	FMI Large Cap Fund Dividend 
41. 	Harbor lnternatl Fund Investor Class None Sold 06/28/10 
42. 	
Harbor CapitalAppreciation Fund None Buy 01/04/10 (addl) 

43. 	
Oakmark Global Select Fund Class Dividend Buy 01/04/10 (addl) 

44. 	
Pimco High Yield Fund Class Dividend 

45. 	
Touchstone Sands Capital Select None Buy 01/06/10 (addl) 

46.
 Vanguard Prime Fund Dividend 

47. Morgan High Yield Bond Fund Dividend 

48. 	
Pimco Emerging Local Bond Fund Dividend 

49. 	
Pimco Unconstrained Bond Fund Class Dividend 

50. 	
SSGA Emerging Markets Fund None Buy 01/04/10 (addl) 

51. 	
Sold 06/28/10 Income Gain Codes: =$1.000 less =$1,001 $2.500 =$2,501 $5,000 =$5.001 $15,000 $15.001 $50.000 (See Columns and D4) =$50.001 00,009 =$100.00 1.000.000 1.000,091 $5.0~).000 =More than $5.000.000
 Value Codes $15.0~O less =$15.001 $50.00~ =$50.001 00.0~ =$100.001 $250.000 

1S~ Columns and D3) $250.0OI $500.000 =$500.001 $1.0~.000 =$1.0~L001 $5.000.000 =$5.000.00 -$25.000.00~ =$25.000.001 $50.000.0~ =More than $50.009.000
 Value Method Codes =Appraisal ~Sost Real Estate Only) =Assessment =Cash Markc! 
(S~e Column C2) =Olher =B~k Value =Estimated 
07/25/201
WERLEIN, JR., EWING
VII. INVESTMENTS and TRUSTS -income, vatue, t,o,~alo,~ ~tnctudes those o[spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(t) (2) (i) (2) (1) (2) (3) (4) (5) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code div., rent, Code buy, sell, Code Code buyer/seller
Method mm/ddh/y 
(A-H) int.) (J-P) 	Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
52. 	
Prime Fund-Capital Reserves Dividend Closed 07/01/10 

53. 	
Nuveen Mun. Mkt. Oppor. Fund Dividend 

54. 	
Investco Special Value Dividend Buy 06/28/10 

55. 	
Bank Deposit Sweep Program Interest Buy 01/27/10 

56. 	
BONDS and U.S. TREASURY NOTES: 

57. 	
Frisco, AMBAC bonds Interest Redeemed 01/25/10 

58. 	
Halifax Hosp. Med. Ctr. Fla. Interest Redeemed 04/01/10 

59. 	
Lower Colo. Riv. Auth. Tex. Interest 

60. 	
Montgomery Co. Pa. Hghr. Ed. Interest 

61. 	
Texas St. Dept. HSG CMTY Affairs Interest Redeemed 06/01/10 

62. 	
Meriden Conn. GI0 Bonds Interest 

63. 	
Mission Cons. Indpt. Sch. Dist. Interest 

64. 	
Austin ISD Tex. U/T Ref. Ser. Interest 

65. 	
New Jersey St. Transn. Auth. Sys. Interest Redeemed 11/23/10 
Ser 

66. 	
Univ Tex Perm Univ RFDG Ser. Interest 

67. 	
Pearland Indpt Sch Dist Ser U/T Interest 
EDD 

68. 	
ACCOUNTS FINANCIAL INST: Income Gain Codes: =$1,000 less =$1,001 $2.500 =$2,501 $5.000 =$5.001 $15.000 -$15.091 $50.0~) (See Columns and =$50.001 100.000 =$100.001 1.000.000 1.000.001 $5.000.000 112 ore than $5.000.000
 Value Codes $15.000 less =$15.001 $50.00~ 50.001 100.0~) 100.001 $250.000 
(See Columns and D3) =$250.001 $500,000 =$500.001 $1.000,000 =$1.000.001 $5.000.000 =$5,000.001 $25.000.000 =I25.009.001 $50.000.0~0 =More than $50.0~0.000
 Value Method Cod~ =Appraisal =Cost (Real Eslate Only) =Asscssm~n! =Cash Market 
{See Column C2) =Book Value =Olher =Estimated 

VERLEIN, JR., EWING 	07/25/201
VII. INVESTMENTS and TRUSTS -income, ,alue, trans~c,ions ancludes those o/spouse ~nd dependent children; see pp. 34-60 filing instruction~) 
---] NONE (No reportable income, assets, transactions.) B.C. 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
(I) 	(2) (I) (2) (I) (2) (3) (4) (5) 
Value Gain Identity
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd!yy Code Code buyer/sellerI(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q.~,~ transaction)] 
69. 	
Merrill Lynch Cash]Money Accts Interest Closed 08/10/10 

70. 	
Norlhem Trust Bank, Houston, check, acct. Interest 

71. 	
Bank America, Houston,"lX (Accounts) Interest 

72. 	
KeyBank USA Interest Redeemed 04/20/10 

73. 	
Comerica Bank, Houston (accts) Interest 

74. 	
Texas Capital Bank, Houston (acct) Interest Closed 06/14/10 

75. 	
REAL ESTATE: 

Condo-Larimer Co.,
76. Rent 
77. 	
Working Interest-Cabot U., Andrews Co., Royalty 

78. 	
Royalty Interest, Ector Co.,TX Royalty 

79. 	
Royalty Interest, Wheeler Co.,TX Royalty 

80. 	
Royalty Interest, Martin Co.,TX Royalty 

81. 	
Royalty Interest, Glasscock County, None 

82. 	
Fractional int. real property, Kerr County, Rent 

83. 	
RETIREMENT IRA ACCOUNTS: 

84. 	
IRA Acct: John Hancock Ind. Ret.Annuity None See Note-Part VIII 

85. 	
IRA Acct: CGM Focus Fund None 

I.lncomeGainCodcs: .009 less B=$1,091-$2,500 $2.501-$5.0~0 D=$5.001-$15.000 =$15,001 $50.0~0 (See Columns and D4) =$50.001 109,0~0 =$10~.001 $1.000.000 =$1.000.001 $5.000.000 112 =More Ihan $5.000.000
 Value Cod~z =$15.000 less 5.001 50.0~1 50.0~ 0~.0~ 100.001 250.0~30 

(See Columns and D3) =$250.001 $500.0~0 =$500.001 $1.0~.000 =$1.0(KI.0~I $5.0(~.090 =$5.000.001 $25.0~0.000 =$25,000.001 $50.00~.0~ =More than $50,000.000
 Value Method Codes =Appraisal ~ost (Real Eslalc Only) =Asscssm~.mt Gash Market 
(see Column C2I =l:k~k Value =Other =Estimated 

VERLEIN, JR., EWING 	07/25/201
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; seepp. 214-60 filing instructions.) ---] NONE (No reportable income, assets, transactions.) 
A.B. 
Transactions during reporting period (including trust assets) reporting p~riod reporting period 
Description Assets Income during Gross value end 
(1) (2) (2) (i) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Ty~ (e.g., Date Value Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd~y Code Code buyer/seller (A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
86. 	
IRA ROLLOVER ACCOUNT: All entries Int./Div. 
that follow from Lines 

87. 	
through 133 are under the discretionary 

88. 	
management ofa registered investment 
manager. 

89. 	
--Pfizer Inc., com. 

90. 	
--AltriaGroup, com. 

91. 	
--Schwab Funds 

92. 	
--Comcast Corp. New CI. 

93. 	
--Consol. Energy, com. 

94. 	
--LeucadiaNatl Corp.,com. 

95. 	
--MercuryGenl Corp.,com. Sold 08/26/10 

96. 	
--NVR Inc., com. 

97. 	
--Key Energy Serv.,com. 

98. 	
--RLI Corp.,com. 

99. 	
--Berkshire HathawayCL 

100. 	
--Cintas Corp., com. Sold 08/26/10 

101. 	
--Amer. Eagle Outfitters New, com. 

102.
 --Home Depot, com.
 Income Gain Codes: =$1.000 Icss =$1,001 $2.500 =$2,501 $5.000 =$5,b01 $15.000 =$15.001 -$50,000 (See Columns and D4) =$50.001 $100.000 =$100.001 $1.000.000 III =$1.000,001 $5.000.000 112 =More than $5,000,000
 Value COdes =$15.000 less =$15.001 $50.000 =$50.001 $100.000 =$100.001 $250.000 

ISce Columns and D3) =$250.001 $500.000 =$500.001 $1.000.000 =$1.000,001 $5.000.000 =$5.000.001 $25.000.000 =$25,000.001 $50,000,000 =More than $50.009.000
 Value Method Codes =Appraisal =Cost (Rcal Estale Only) =Asscssm~mt -~ash Market 
ISce Column C2) =Book Value =O~hcr =Estimated 

WERLEIN, JR., EVING 	07/25/201

VII. ESTME NTS and STS incom,, vatu., ~a.~a.io.$ a.cludes those ./seo~se and deeendent children; seepl~ 34-60 .filling instructions;) 
NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust asse~)  reporting period reporting period  
Place "(X)" after each asset (I)! Amount  (2) Type (e.g.,  (I) Value  (2)  Value  (I) Type (e.g.,  (2) Date  (3) (4) Value  Gain  (5) Identity  
exempt from prior disclosure Code  div., rent,  Code  Method  buy, sell,  mrrddd!yy  Code  Code  buyer/seller (A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  (Q-W)  transaction)  

103.
 --Tyco lntl Ltd., com. 

104.
 --Tower Group Inc., com 

105.
 --Coleman Cable Inc., com. 

106.
 --Johnson Johnson, com. 

107.
 --Kraft Foods Inc., com. 

108.
 --Sherwin Williams Co., com. 

109.
 --Annaly Cap. Mgmt REIT 	Sold 11110/10 

110.
 --Republic Srvcs, com. --Boston Priv. Finl Hldg, com. 

112.
 --Horsehead Hldg Corp., com. 

113.
 --Illinois Tool ~Vorks, com. 

114.
 --Kohls Corp., com. 	Sold 03/08/10 (paa) 15. --Microsoft, com. 
116.
 --Myr Group, com. 

117.
 --Orion Marine Group, com. 

118. 
--Stryker Corp., com. 

119.
 --Synovus Financial, com. Income Gain Codes: =$I.000 less -$1,001 $2.500 -$2.501 $5,0~0 =$5.001 $15.000 =$15.001 -$50.000 (See Columns and =$50.001 100.000 =$100.001 $1,000.000 1.000,001 5.000.000 112 More than $5.000.000
 Value Codes $15.000 less =$15.1~)1 $50.0~0 =$50.001 $100.000 -$100.001 $250.000 

(See Columns and D3) -$250.001 $50(I.000 =$500.001 $1.000.000 =$1.000.001 $5.0(10.000 255.000.001 $25.000.000 $25.000.001 $50.000.000 =More than $50.000.000
 Value I~.lho~J Codes -Appraisal ~osl (Real Estate Only) =Asscssmenl -~?ash Markcl (See Column C2) -Book Value =Olher =Estimated 

Name Person Reporting 	Date Repor~

VII. INVESTMENTS and TRUSTS -i.com., ~otue, ,ra.so.io,~ an~iudes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable 	income, assets, transactions.) B.C. 
Description Assets Income during Gross value end Transactions during reporling period 
(including trust assets) reporting period reporting period 
(I) (2) (I) (2) (I) (2) (3) (4) (5) 
Place "(X)" after each asset Amount Type (.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller (AdD int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
120.
 --Wellpoint, Inc., com. 

121.
 --Philip Morris Intl, com. 	Sold 03/26/10 
(part) 

122.
 --Cablevision Sys., com. 

123.
 --Thermo Fish. Sc., com. 

124.
 --Procter Gamble, com. 

125.
 --Kroger, com. 

126.
 --Northern OG, com. 

127.
 --Amer. River Banksh., com. 	Buy 11/12/10 
(addl) 

128.
 --Liberty Media Corp. com. 

129.
 --Direct CI. com. 	Sold 01/28/10 

130.
 --Fairfax Fin. Hldgs, com. 	Buy 01/25/10 

131.
 --Madison Sq. Garden, com. 	Spinoff 02/09/10 spinoff from 
(from line 122) Cablevision 

132.
 --Orchids Paper Prods., com. 	Buy 10/28/10 

133.
 --Unitek Global Svcds, com. 	Buy 11/11/10 

134. 	
IRA ROLLOVER ACCT NO. All entries Int./Div. 
Ihat follow from lines 

135. 	
139 thru 216 are under the full discretionary 
management 

136. registered investment manager. Income Gain Codes: =$1.000 less =$1.001 $2.500 =$2.501 $5.000 =$5.001 $15,000 =$15.001- $50.000 (See Columns and D4) =$50.001 $100.000 =$100,001 $1,000.000 III =$1.000.001 $5,000.000 112 =More than $5.000.000
 Value Codes =$15.000 less =$15.0OI $50.000 -$50.001 $100.000 =$100.001 $250.0~0 

ISec Columns and D3) $250.001-$500.000 O-$500,001-$1.000.000 =$1.000.001 $5.000.000 =$5.000,001 $25.000.000 =$25.000.001 $50.000.000 =More than $50.000.000
 Value lqcthod Codes =Appraisal =Cost tReal Eslatc Only} =Assessment =Cash Market 
ISce Cohmm C2) =Book Value =O~hcr =Estimated 

Name Person Reporting 	Date Repo~
VII. VESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructiong) 
NONE (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  Transactions during reporting period  
{including trust assets)  reporting period reporting period  
(i)  (2)  (i)  (2)  (i)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure Code  div., rent.  Code  Method  buy, sell,  mm!dd~yy  Code  Code  buyer/seller (A-H) int.)  (J-P)  Code (Q-W)  redemption)  (J-P)  (A-II)  (if private transaction)  

137. 	
FEDERAL AGENCY BONDS, NOTES, AND MORTGAGES 

138.
 IRA ROLLOVER ACCT NO. 

139. 	
--Federal Natl Mtg Assoc Sub Notes due 02/11 

140. 	
--Fed. Natl Mtg Assn. Callable Notes due Redeemed 01/19/10 01/10 

141.
 --U.S. Treasury Bill due 12/10 	Redeemed 12/16/10 

142.
 --U.S. Treasury Bill due 12/16/10 	Buy 01/19/10 

143. 	
Redeemed 12/16/10 

144.
 --U.S. Treasury Bill due 12/15/11 	Buy 12/28/10 

145. 	
CORPORATE BONDS/NOTES IRA ROLLOVER ACCT #2: 

146.
 --Citigroup Inc. Senior Notes 

147.
 --Target Corp. Notes 

148.
 --Proctor Gamble Corp. Notes 	Redeemed 06/28/10 

149.
 --ATT Notes 

150.
 --Conoco Phillips Notes 

151.
 --Amgen Inc. Notes 

152.
 --Hewlett Packard Notes 

153.
 --Medtronic Inc. Notes 

I.Income Gain Codes: =$1.000 less =$1,001 $2,500 =$2,501 $5,000 =$5.001 $15,000 =$15.001 -$50.000 (See Columns and D4) =$50.1)OI $I00,000 112 =More ~han $5.000.000 
Value Codes =$15.0~O Ic~s =$15,001 $50.00~ =$50,001 $100.0~ :$100,001 $250.000 

(See Columns and D3) 	$250.001 $500.000 =$500.001 $1.000,000 =$1.000.001 $5.000.000 =$5.000.001 $25,000,000 =$25,000.001 -$50,~00.000 =More than $50,00~,0~ 
Value Method Codes =Appraisal =Cost tRcal Estale Only) =Cash Market (See Column C2) Book Value :Other =Estimatcd 

Name Person Reporting 	Date Report

07/25/201 
VII. ESTMENTS and TRU STS -income, value, ,~a,~o,~io,~ anetudes,hose o/spous, and dependent children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  
(including trust assets)  reporting period reporting period (I)  (2)  (I)  (2)  (i)  
Place "(X)" after each asset Amount  Type (e.g.,  Value  Value  Typ~ (e.~.,  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  
(A-H) int.)  (J-P)  Code  redemption)  
(Q-w)  

154.
 --Procter Gamble Notes 

155.
 --Wells Fargo Notes 

156. 
--Morgan Stanley Notes 

157.
 --Bank America Note due 9/I/15 	Buy 

158.
 EQUITIES IRA ROLLOVER ACCT #2: 

159.
 --American Express, com. 

160.
 --BP PLC, ADR 	Sold 

161. 
--ChevronTexaco, com. 

162.
 --KO, com. 

163.
 --Exxon Mobil, com. 

164.
 --GE, com. 	Sold (part) 

165.
 --INTC, com. 

166.
 --J.P. Morgan Chase, com. 	Buy (addl) 

167.
 --JNJ, com. 

168.
 --LLY, com. 	Sold 

169.
 --Merck, com. 

170.
 --PEP, com. Income Gain Codes: =$1,000 less =$1,001 $2,500 =$2,501 $5.000 (See Columns and D4) =$50.001 $10~.000 =$100.001 $1,000.000 11 =$1.0~1,001 $5.0~0.000
 Value Cod~ =$15.000 less =$15,001 $50.000 =$50.001 $109.00~ 

(See Columns and D3) =$250.001 $500.000 =$500.001 $1.000.000 =$1.000.001 $5.000.000 =$25.000.001 $50.090,000 =More than $50.000.000
 Value Method Codes =Appraisal =(ost (Real Estate Only) =Asscssn~nt (See Column C2) Book Value =Olher -Estimated 

Transactions during reporting period 
(2) (3) (4) Date Value Gain Identity mm!dd~y Code Code buyer/seller 
(J-P) 	(A-H) (if private transaction) 
08/18/10 
06/03/10 
01/28/101 
10/15/10 
01/28/10 =$5,001 $15.000 =$15.001 $50.000 112 =More than $5.000.000 =$100,001 $250.000 =$5.000.001 $25.000.000 ~azh Market 
Name Person Reporting 	Date Report
VERLEIN, JR., EVING 	07/25/2011
VII. INVESTMENTS and TRUSTS inco,.e, ~al,,e, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instruction~) NONE(No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  
(including trust assets)  reporting period reporting  period  
(1)  (2)  (I)  (2)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  
exempt from prior disclosure  Code  div.. rent,  Code  Method  buy, sell,  
(A-H) int.)  (J-P)  Code  redemption)  
(Q-w)  

171.
 --WMT, com. 

172.
 --Walgreen, com. 

173.
 --McGraw-Hill, Inc., com. 

174.
 --Microsoft Corp., com. 

175.
 --Altria Group, com. 

176.
 --Bank America, com. 

177.
 --Automatic Data Proc., com. 

178.
 --HSBC Hldg PLC, com. 

179.
 --Occidental Pete Corp. Cal., com. 

180.
 --Caterpillar, Inc., com. 

181.
 --Halliburton Co., com. 

182.
 --Home Depot, Inc., com. 	Sold (pan) 

183.
 --Praxair Inc., com. 

184.
 --Proctor Gamble., com. 

185.
 --Target Corp., com. 

186.
 --Transocean, com. 	Sold 

187.
 --United Technologies Corp., com. Income Gain Codes: =$1,000orless =$1,001 $2.500 =52,501 $5,000 (5 Columns and D4) :$50,001- $100,000 =$100,001 $1.000.000 1.000.001 -$5,000.000 
Value Codes :$15,0(~orless -$15.0OI $50,000 -$50.0~1 $100.000 

(See Columr~ and D3) =$250,001- $50~.000 O=$50~.001 $1.000.000 =$1.000.001 -$5,000,000 =$25.000.001- $50.00~.000 P4=More than $50,000.000 
Value Method Codes =Appraisal =Cost (Real Estate Only) (See Column C2) =Book Value =Estimated 

Transactions during reporting period 
(2) (3) (4) 
Date Value Gain 
mm!dd/yy Code Code 
(J-P) (A-H) 

01/28/10 
01/28/10 =$5,001. $15.000 112 =Morcthan $5.0(~.000 M=$100.0~)I -$250.0~0 =$5.000,001 $25,000.00~ 
T=CashMarkct 
(5) 
Identity buyer/seller (if private transaction) =$15.0~1 $50.000 
WERLEIN, JR., EWING 	07/25/201
VII. INVESTMENTS and TRUSTS i.com., ,at.e, ~a.s=.io.s (Includes those spouse and dependent children; see pp. 34-60 filing instruction~) 
NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period reporting period  
Place "(x)" after each asset exempt from prior disclosure (i) Amounti Code (A-H)  (2) Type (e.g., div., rent, int.)  O)Value Code (J-P)  (2)Value Method Code  (I) Type (e.g., buy, sell, redemption)  (2) Date mm/dcl~y  (3) Value Code (J-P)  (4) Gain Code (A-tl)  (5) Identity buyer/seller (if private  (Q-W)  transaction)  

188.
 --Cisco Systems Inc., com. 

189.
 --Medtronic Inc., com. 	Buy 01/28/10 (addl) 

190.
 --Microchip Tech., Inc., com. 

191.
 --Patriot Coal Corp., com. 	Sold 01/28/10 

192.
 --Peabody Energy Corp., com. 	Sold 10/15/10 

193.
 --Texas Instruments, com. 	Buy 10/15/10 (addl) 

194.
 --Kraft Foods Inc., com. 	Sold 01/28/10 (part) 

195.
 --Abbott Labs, com. 	Buy 06/03/10 (addl) 

196.
 --Rio TinIo PLC, com. 

197.
 --Entergy Corp. New, com. 	Sold 01/28/10 

198.
 --Exelon Corp., com. 	Sold 01/28110 

199.
 --Fomento Ecnmco Mex., com. 

200.
 --Freeprt. McMoran CPR Gold, com. 

201.
 --Genl Dynamics Corp., com. 

202.
 --McDonalds, com. 

203.
 --Philip Morris InII, com. 

204.
 --Total SA., com. 	Buy 06/03/10 (addl) Income Gain Codes: $1.000 less -$I,001 $2.500 =$2,501 $5,00~ =$5.001 $15.0~0 =$15.001- $50.000 (See Columns and D4) =$50.001 $100.000 $100.001 $1.000.000 =$1.0~O.O01 $5.000.0