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Judicial Watch • Jr Werlein Ewing – 2007

Jr Werlein Ewing – 2007

Jr Werlein Ewing – 2007

Page 1: Jr Werlein Ewing – 2007

Category:Federal Judges

Number of Pages:21

Date Created:November 6, 2008

Date Uploaded to the Library:January 01, 2015

Tags:WERLEIN, Jr Ewing Werlein, EWING, 2007, assets, INVESTMENTS, transactions, TRUSTS, Codes, disclosure, reporting, report, Federal Judge, financial, income, Judge


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JTJ NS. (Reporting ittdivid11al only; see pp. 9-13 filing i11str11ctions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY 
Co-Trustee 
 
Trust No. 
Director Chairperson The Methodist Hospital, Houston, Texas 
Director TMH Medical Office Bldgs Condominium Assoc. 
 
 
w/vote following Chairperson ofTMH Board, officio Medvest Holdings, Inc.; Methodist Health Centers; Methodist International; (contd 
 
subsidiaries: Note (1) Part Vlll) Chaimrnn ofTMH Board, officio w/o vote following 
 
 
Diagnostic Center Hospital Corp. Texas; Medvest Inc.; (contd Note (2) 
subsidiaries: Part Vlll) 
 
C:l ......., (_/) c-..;::, 
-.... O;;> ...  
rr1>. __, 
a::::-. 1--)> 
 
PARTIES AND TERMS 
1 
()fT1 
JJ. REE (Reporting individual only; see pp. 14-16 filing instructions.) 
[Z) NONE (No reportable agreements.) 
 
Date Report 
07/08/2008 
WERLEIN, JR., EWING 
Ill. NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-14 filing instructions.) Filers Non-Investment Income 
[l] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income -I/you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
[l] NONE (No reportable non-investment income.) 
IV, REIMBURSEMENTS --transportation, /odging,food, e11tertai11111e/l/. 
(Includes those spouse and dependent children; see pp. 25-27 filing inst111ctions.) NONE (No reportable reimbursements.) 
ITEMS PAID PROVIDED The Methodist Hospital l/18-11/19 New York, New York Meeting with WCMCChrmn Lodging, food, travel expenses: $1,482.47 
 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 GIFTS. (lnc/11des those spouse and dependent children; see pp. 28-31 filing instructions.) NONE (No reportable gifts.) 
SOURCE 
 VALUE Monthly dues exemption for members government service. The Petroleum Club, Houston 1208.04 
 
 
VI. LIABILITIES. (Includes those spouse and dependelll children; see pp. 32-33 filing instructions.) 
[ZJ 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
 
 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, 1runsac1io11s r1nc1udes those spouse and depende111 children; see pp. 14-60 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 
 
(I) 
(2) 
(!) (2) (3) (5) 
Value 
Type (e.g., 
Date 
Value 
Amount 
Type (e.g., Value 
Gain 
Identity 
Place (X) after each asset 
Code 
Month 
div. rent, Code 
Method 
buy, sell, 
Code 
Code 
buyer/seller 
exempt from prior disclosure (A-H) int.) (J-P) 
redemption) 
Day 
Code 
(A-H) (if private 
transaction) 
(Q-W) Halliburton com. Dividend 
Halliburton com. Dividend PLC,ADR Dividend 
 
 
Exxon Mobil com. Dividend Income Gain Codes: 1,000 less 1,00 -$2,500 =$2,501 -$5,000 =$5,001 -SIS,000 15,001 -$50,000 
(Sec Columns and 04) =$50,00 -$I 00,000 =SI00,001 -$1,000,000 s1,ooo,001 -S5,ooo,ooo =More than $5,000,000 Value Codes J5,000 less 15,00 -$50,000 s5o,oo 100,000 =SI00,001 -$250,000 
(See Columns and 03) s250,00I -$500,000 s5oo,oo 1,000,000 s1,ooo,001 -S5,ooo,ooo =$5,000,00I -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes :=:A ppraisal =Cost (Real Estate Only) ssessmenl Cash Market 
(See Column C2) Book Value =Other =Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -i11co111e, va1ue, 1ra11sac1io11s r1nc111des 11tose spouse a11d depe11de111 c1ti/dre11; see PP 34-60 fili11c i11s1r11c1io11s.J 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) 
Place (X) after each asset Amount Type (e.g., Value Value 
exempt from prior disclosure Code div., rent, Code Method 
(A-H) int.) (J-P) Code 
(Q-W) 
 
(I) (3) 
(4) 
(5) 
18. 
Fidelity Spartan Fund Dividend 
 
19. 
Black Rock Sr. Fl. Rate Fund (fka Merrill Dividend Rate Fnd) 
 
20. 
Fidelity Low Price Stk. Dividend 
 
 
Type (e.g., buy, sell, redemption) 
Date 
Month- 
Day 
 
Value 
Gain 
Identity 
Code 
Code 
buyer/seller 
 
(A-H) 
(if private transaction) 
(J-P) lncome Gain Codes; 1,000 Jess =$1,001 -$2,500 c=$2,501 -$5,000 =$5,001 -$15,000 s1s,001 -$50,000 
(See Columns and 04) =$50,00I -$I 00,000 =$100,001 -$1,000,000 =S!,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=S 5,000 less =$15,001 -SS0,000 =$50,00 -SI 00,000 =SI00,001 -$250,000 
(See Columns and D3) =S250,00I -$500,000 =$500,001 -$1,000,000 =$1,000,00! -$5,000,000 45,000,00 -S25,000,000 =$25,000,00I -$50,000,000 P4=More than $50,000,000 Value Method Codes :::Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column Cl) Book Value V=Olher =Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -income, value, tra11sactio11s (Includes those spouse a11d depe11de111 children; see PP 34-60 instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place (X) after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(1) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) Value Code (J-P) (2) Value Method Code (Q-W) (1) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
Add! Buy 07/16 
36. 
Add! Buy 10/15 
 
37. 
Assetmark Small/Mid-Cap Growth Dividend Part Sell 01/16 
 
38. 
Part Sell 04/16 lncome Gain Codes: =$1,000 less 1,00  52,500 =S2,50 -$5,000 =$5,001 -515,000 =$15,00t -550,000 
(See Columns and 04) =S50,00 -SI 00,000 =SI 00,00 1,000,000 1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =SI 5,000 less =S15,00I -$50,000 =$50,00I -$I 00,000 =SI 00,00 -$250,000 
(See Columns and 03) =$250,00 -5>500,000 =$500,00  1,000,000 =$1,000,001 -$5,000,000 =S5,000,00I -S25,000,000 =$25,000,001 -S50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -income, value, 1ra11sac1io11s (111c111des those spouse and depe11de111 childre11; see pp. 34-60 filing i11s1ruc1io11s.; 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 Identity 
exempt from prior disclosure Code div., rentt Code Method buy, sell, Month-Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
52. 
Part Sell 10115 
 
53. 
American Century Tax-Free Bond Dividend Part Sell 06/28 
 
 
Loomis Sayles Bond Fund Retail Dividend Part Sell 06/28 Income Gain Codes: 1,000 Jess =$1,00  $2,500 =$2,50 $5,000 =S5,00 15,000 =Si5,00I -$50,000 
(See Columns and 04) =$50,00 -SI 00,000 =SJ 00,001 -Sl,000,000 =$1,000,001. $5,000,000 =More than $5,000,000 Value Codes =SI 5,000 Jess =$15,00 -S50,000 =$50,00 -SI 00,000 =$100,001 -$250,000 
(See Columns and 03) =S250,00 -S500,000 =$500,001 -Sl,000,000 1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 =$25 ,000,00 -550,000,000 =More than $50,000,000 Value Method Codes =Appraisal Cost {Real Estate Only) =Assessment Cash Market 
(Sec Column C2) Book Value =Other :=;Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07108/2008 
VII. INVESTMENTS and TRUSTS -i11come, value, 1ra11sac1io11s (illc111des those spouse a11d depe11de111 children; see pp. 14-60 offlli11g i11s1rnc1io11s.J NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
Place (X) after each asset exempt from prior disclosure 
69. 	Northern Trust Bank, Houston, checking acct 
Income during 
Gross value end reporting period reporting period 
Transactions during reporting period 
(2) (l) 
 
Amount Type (e.g., Value Code 
(1) 
div., rent, Code (A-H) int.) (J-P) Interest 
(2) Value Method Code 
(Q-W) 
(1) (2) 
Type (e.g., Date 
 
buy, sell, Month redemption) Day 
(3) (4) 
(5) 
Value Gain Identity 
Code Code 
buyer/seller (J-P) 
(if private transaction) (A-H) 
Bank America, Houston, (Accounts) Interest 
71. 
Nat! City Bank, Cincinnati, Interest 	Redeem 02/05 
 
72. 
Trustmark Natl Bank, Houston, (f/k/a Interest 	Redeem 07/15 Inco Gain Codes: =SI ,ODO less =Sl,001 -S2,500 =S2,50 -SS,000 =$5,001 15,000 =$15,00 -SS0,000 
(See Columns and D4) =SS0,00  00,000 =SI00,001 -$1,000,000 =Sl,000,001 -SS,000,000 =More than S5,000,000 Value Codes :=:$ 15,000 less 15,00  $50,000 =S50,00 -$I 00,000 =SI00,001 -$250,000 
(See Columns and D3) =S250,00I -$500,000 =S5QO,OOI -Sl,000,000 =Sl,000,001  $5,000,000 =$5,000,001 -$25,000,000 =S25,000,001  S50,000,000 =More than $50,000,000 Value Method Codes QAppraisal =Co (Real Esta Only) =Assessment ash Market 
(See Column C2) =Book Value V=Olher =Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, 1ra11sac1io11s r1nc111des those spouse and depe11de111 c1111drw; see pp. 34-60 filing i11s1nic1io11s.J NONE (No reportable income, assets, transactions.) Description Assets Income during Gross value end (including trust assets) reporting period reporting period Transactions during reporting period 
(!) (2) (!) Place (X) afieach asset Amount Type (e.g., Value exempt from prior disclosure Code div., rent, Code (A-H) int.) (J-P) (2) Value Method Code (Q-W) (!) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
86. 
Royalty Interest, Ector Co., (X) Royalty 
 
87. 
Royalty Interest, Wheeler Co., (X) Royalty 
 
88. 
Royalty Interest, Martin Co., (X) Royalty 
 
89. 
RETIREMENT IRA ACCOUNTS: Income Gain Codes: =SJ ,000 Jess $1,001 -$2,500 $2,501 -$5,000 s5,001 -s15,ooo s15,001 -s5o,ooo 
(See Columns and 04) s5o,oo 100,000 $100,001 -$1,000,000 s1,ooo,001 -$5,ooo,ooo More than $5,000,000 Value Codes 15,000 less 5,00 -$50,000 s50,001 IOo,ooo $100,001 -$250,000 
(Ser Columns and 03) $250,001 -$500,000 s500,001 -s1,ooo,ooo s1,ooo,001 -S5,ooo,ooo ss,000,001 -s25,ooo,ooo s2s,ooo,001 -s5o,ooo,ooo More than $50,000,000 Value Method Codes =Appraisal cost (Real Estate Only) =Assessment ::o:Cash Market 
(See Column C2) =Book Value -Olher ::::Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -i11come, value, rra11sac1io11s (I11c111des 11iose spouse a11d depe11de111 c11udre11; see PP 34-60 offili11g i11s1r11crio11s.; 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 Amount Code 
exempt from prior disclosure (A-H) 
103. 	--Liberty Media Hldg CPA, com. (f/k/a Liberty Med. Hldg Int) 
(2) (!) 
Type (e.g., Value div., rent, Code int.) (J-P) 
(2) (I) 
 
(2) 
Date 
Value Type (e.g., 
Month 
Method buy, sell, 
Code redemption) 
Day 
(Q-W) 
(3) (4) (5) 
Value Gain Identity 
Code Code buyer/seller 
(J-P) (A-H) (if private 
transaction) 
 
104. 
--Liberty Media Holding Corp. Series com. 
 
105. 
--Mercury Gen! Corp., com. Income Gain Codes: ,000 less ,00 -$2,500 s2,501 -S5,ooo s5,001 -St 5,ooo =$15,00 -$50,000 
(See Columns and 04) =$50,00 -SI 00,000 =SI 00,00 1,000,000 =$1,000,00 -$5,000,000 More than $5,000,000 Value Codes =$15,000 Jess 15,00 -$50,000 s5o,oo 100,000 =SJ00,001 -$250,000 
(See Columns and DJ) =S250,00J -$500,000 =$500,00 ,000,000 s1,ooo,001 -$5,ooo,ooo s5,ooo,001 -s25,ooo,ooo s25,ooo,001. S5o,ooo,ooo =More than $50,000,000 Value Method Codes Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Eslimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -income, va111e, transactions r111c1udes those spouse and dependent c11ut1re11; see PP 34-60 filing ins1ructions.J 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) (2) (I) (2) (1) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month- Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
120. Sell 11/21 
121. --Arner. Eagle Outfitters New, com. Part Sell 01/03 
122. Add! Buy 08/09 lncome Gain Codes: 1,000 less =$1,00 -$2,500 =$2,50 $5,000 =$5,001  $15,000 =$15,00 $50,000 
(See Columns and D4) =$50,001 -SI00,000 =$100,001 -Sl,000,000 1,000,00  S5,000,000 =More than $5,000,000 Value Codes 15,000 Jess =$15,001  $50,000 =$50,00 -$100,000 =SI00,001. $250,000 
(See Columns and D3) =$250,00I  $500,000 =$500,00  1,000,000 ,000,00  $5,000,000 ;:s5,ooo.001 -s2s.ooo,ooo =$25,000,001  S50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment Cash Market 
(See Column C2) ::=Book Value V=Other W=Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS --income, va111e, transactions (Includes those spouse and dependent c1iudre11; see pp. 34-60 filing i11s1ructio11s.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end (including tmst assets) reporting period reporting period 
(2) (I) (2) Place (X) after each asset Amount 
(I) 
Type (e.g., Value Value Code 
div., rent, Code2 Method (A-H) 
exempt from prior disclosure int.) 
Code (Q-W) 
(J-P) 
Transactions during reporting period 
(I) (2) (3) (4) (5) 
Type (e.g., Date Value Gain Identity 
buy, sell, Month Code Code buyer/seller 
redemption) Day (J-P) (A-H) (if private 
transaction) 
 
137. 
--Johnson Johnson, com. Bought 07/31 
 
138. 
--Kraft Foods Inc., com. Spinoff 03/30 spinoff from Altria 
 
139. 
--Meruelo Maddux PPTYS Inc., com. Bought 11120 
 
140. 
--Sherwin Williams Co., com. Bought 11/26 
 
141. 
--Tyco Electronics Ltd., com. Spinoff 06/29 Spinoff from Tyco Income Gain Codes: =SI,ODO less 1,00I $2,500 s2,5o1 -s5,ooo nss,001-s15,ooo 15,00 -S50,000 
(See Columns and D4) s5o,oo -swo,ooo SI00,001 -$1,000,000 s1,ooo,001 -s5,ooo,ooo More than $5,000,000 Value Codes =$15,000 less $15,001 -$50,000 s5o,oo 1-s 100,000 SI00,001  $250,000 
(See Columns and DJ) $250,00 -SS00,000 ;oo,001 -s1,ooo,ooo s1,ooo,001 -ss,000,000 ss,000,001 s21,ooo,ooo s2s,ooo,oo1-s5o,ooo.ooo More than $50,000,000 Value Method Codes Appraisal cost (Real Estate Only) Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -income, vat11e, 1ra11sac1io11s (fllct11des those ofspo11se a11d depe 11den1 children: see pp. 34-60 filing ins1ruc1io11s.J NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during Gross value end 
Transactions during reporting period 
reporting period reporting period 
(including trust assets) 
(2) 
(2) 
(3) 
(4) 
(2) (1) 
Amount Type (e.g., 
Value 
Value Type (e.g., 
Place (X) after each asset 
Date 
Value 
Gain 
Identity 
Code 
div., rent, 
Code 
Method buy, sell, 
Month- 
Code 
exempt from prior disclosure 
Code 
buyer/seller 
(A-HJ int.) Code 
redemption) 
Day 
(A-HJ 
(if private 
(Q-W) 
transaction) 
154. 
--Dean Foods Co, com. 
 
155. 
--Goodyear, com. 
 
156. 
--Intel Corp., com. 
 
157. 
--IBM, com. Income Gain Codes: =Sl,000 less 1,00 -$2,500 =S2,50 -$5,000 =$5,00 15,000 15,00 -$50,000 
(See Columns and 04) =S50,00 -$I 00,000 =SI 00,00 1,000,000 =SI ,000,00 -S5,000,000 =More than $5,000,000 Value Codes 15,000 less =Sl5,00I -$50,000 =$50,001 -$100,000 =$I 00,00 -$250,000 
(See Colurrins and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =S5,000,00! -$25,000,000 =S25,000,00I -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Markel 
(See Column C2) =Book Value V=Other =Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those spouse and depe11de111 children; see PP 34-60 filing instruc1io11s.; 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) 
(4) 
(5) 
(3) 
Value 
Amount Type (e.g., Value 
Type (e.g., Date 
Identity 
Place (X) after each asset 
Value 
Gain 
Code 
div., rent, 
Code 
buy, sell, 
Method 
Month- 
Code 
Code 
buyer/seller 
exempt from prior disclosure (A-H) int.) 
Code 
redemption) 
(J-P) 
Day (A-H) (if private 
transaction) 
(Q-W) 
171. 
--Nuveen Muni Mkt Oppor. Fund 
 
172. 
--MORTGAGE ASSET BACKED SECURITIES TRUST NO. Income Gain Codes: =$I ,ODO less 1,00 -S2.500 =S2,501 -S5,000 =S5.00 15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,00 -$I 00,000 !00,00 1,000,000 =St.000,001 -S5,000,000 =More than $5,000,000 Value Codes =Sl5,000 less 15,00 -$50,000 =$50,00 -SI 00,000 =SI00,001 -$250,000 
(See Columns and 03) =$250,00 -$500,000 =S500,00 -$1,000,000 ,000,00 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment Cash Market 
(See Column C2) Book Value =Other =Estimated 
 
Date Report 
07/08/2008 
WERLEIN, JR., EWING 
VII. INVESTMENTS and TRUSTS --income, va1ue, 1ra11sac1io11s r111c1udes 11tose spouse a11d depe11de111 c1tadre11; see PP 34-60 offilinc i11s1mc1io11s.J NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place (X) after each asset exempt from prior disclosure Income during reporting period (I) (2) Amount Type (e.g., Code div., rent, (A-H) int.) Gross value end reporting period (I) (2) Value Value Code Method (J-P) Code (Q-W) (I) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) (4) (5) Date Value Gain Identity Month-Code Code buyer/seller Day (J-P) (A-H) (if private transaction) 
 
188. 
--REAL ESTATE TRUST NO. 
 
189. 
--Fract. interest land, S.A. White Survey, Galv. Co., 
 
190. 
--Vacant land Kerr Co., Income Gain Codes: 0::$ 1,000 Jess =$1,00 -$2,500 =S2,50 -S5,000 =$5,001 -$15,000 =$15,00 -$50,000 
(See Columns and 04) F=$50,001 -$100,000 =$100,001 -$1,000,000 =SI ,000,001 -S5,000,000 =More than $5,000,000 Value Codes J=St5,000 less K=St 5,00 -$50,000 L=$50,00 -St 00,000 =SI00,001 -$250,000 
(See Columns and 03) =5250,00 -$500,000 0=$500,001 -$1,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =S25,000,00t -$50,000,000 =More than $50,000,000 Value Method Codes Appraisal =Cost (Real Estate Only) =Assessment oo:Cash Market 
(See Column C2) ==Doak Value V=Other Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -income, va111e, transactions r111c1udes those spouse and dependent c1iadre11; see PP 34-60 fili11c instr11c1io11s.J NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place (X) after each asset exempt from prior disclosure Income during reporting period (1) (2) Amount Type (e.g., Code div., rent, (A-H) int.) Gross value end reporting period (I) (2) Value Value Code Method (J-P) Code (Q-W) (I) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) (4) (5) Date Value Gain Identity Month-Code Code buyer/seller Day (J-P) (A-H) (if private transaction) 
 
205. 
--Fed. Home Loan Bank, due 12/07 Buy 02/15 
 
206. 
Redeem 12/03 
 
207. 
CORPORA BONDS/NOTES IRA ROLLOVER ACCT #2: Income Gain Codes: =SI ,000 less =St,001 -$2,500 =$2,50 -$5,000 =$5,00 -St 5,000 =$15,001 -$50,000 
(See Columns and 04) =$50,00t -$t00,000 =$100,00t -$1,000,000 =$I ,000,00  $5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =$50,00 -$I 00,000 =$100,00t -$250,000 
(See Columns and 03) =$250,00 -$500,000 =SSOQ,00 -$1,000,000 =$1,000,00t -$5,000,000 =$5,000,00t -$25,000,000 =$25,000,001. $50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cosl (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other Estimated 
 
Date Report 
Name Person Reporting 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -illcome, va111e, 1ra11sac1ia11s (Includes those spouse and depe11de111 children; see PP 14-60 filing i11s1ruc1ia11s.J NONE (No reportable income, assets, transactions.) 
Gross value end Transactions during reporting period 
Income during 
Description Assets 
(including trust assets) Place 11(X) after each asset exempt from prior disclosure reporting (!) Amount Code (A-H) period (2) Type (e.g., div., rent, int.) reporting period (!) Value Code (J-P) (2) Value Method Code (Q-W) (!) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
222. --J.P. Morgan Chase, com. 
223. 
--JNJ, com. 
 
224. 
--LLY, com. 
 
 
225. --Merck, com. Income Gain Codes: ==S 1,000 less st.001 -s2,5oo =$2,50 -$5,000 =$5,00 -St 5,000 ESt5,00J -S50,000 
(See Columns and 04) =$50,00I 00,000 =S!00,00! -SJ,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value. Codes =$15,000 Jess s15,00I -$50,000 L=S50,00I -$100,000 =SJ00,001 -$250,000 
(See Col.imns and 03) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 s2s,ooo,001. s5o,ooo,ooo =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only} =Assessment =Cash Market 
(See Column C2) ==Book Value Y==Other ==Estimated 
 
 
Name Person Reporting 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS -i11co111e, value, 1ra11sactio11s r1nc1udes 11iose spouse a11d depe11de111 children; see PP 34-60 filing i11s1ruc1io11s.J 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 
239. 
--HSBC Hldg PLC, corn. 
 
240. 
--Occidental Pete Corp. Cal., corn. 
 
241. 
--Capital One Financial Co., corn. Sell 09/12 
 
242. 
--Caterpillar, Inc., corn. Add! Buy 09/12 
 
 
(I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) Value Code (J-P) (2) Value Method Code (Q-W) (I) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) Value Code (J.P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Income Gain Codes: 1,000 less 8=$1,001-$2,500 c=$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) =S50,00I -SI00,000 =$100,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less =$15,001 -$50,000 L=$50,00 -$I 00,000 M=SI00,001-$250,000 
(See Columns and DJ) =$250,00 -$500,000 =$500,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) S=Assessment Cash Market 
(See Column C2) Book Value VOlher =Estimated 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
VII. INVESTMENTS and TRUSTS --income, vatue, transactions (ftlciudes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(!) 
(2) 
(I) 
(2) 
(2) 
(3) 
(4) 
(5) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-HJ Type (e.g., div., rent, int.) Value Code (J-P) Value Method Code (Q-W) Type (e.g., buy, sell, redemption) Date Month-Day Value Code (J-P) Gain Code (A-H) Identity buyer/seller (if private transaction) 
256. --Patriot Coal Corp., com. Spinoff 1/01 Spun off Peabody Energy 
 
257. --Peabody Energy Corp., com. Buy 09112 Income Gain Codes: 1,000 Jess s1,00 -$2,500 sz.sot -S5,ooo DS5,00l-Sl5,000 15,00 $50,000 
(See Columns and 04) s5o,oo 100,000 00,00 1,000,000 s1,ooo,001 s5,ooo,ooo More than $5,000,000 Value Codes =$15,000 less st5,00t -S50,000 $5(),00 -$I 00,000 SI00,001  $250,000 
(See Columns and 03) s25o,oo -s5oo,ooo s500,oo 1,000,000 ,000,00I  $5,000,000 s5,ooo,001 -s25,ooo,ooo s25,ooo,001 -S5o,ooo,ooo =More than $50,000,000 Value Method Codes Appraisal Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) Book Value V==Other E:ilimated 
 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (llldicate parto/Report.J 
(I) 
Part POSITIONS, line also the following subsidiaries: Methodist Security Services, Inc.; The Methodist Hospital Foundation; The Methodist Hospital Research Institute; and TMH Health Care Group. 
 
(2) 
Part POSITIONS, line also the following subsidiaries: Methodist Willowbrook Medical Office Bldgs Condominium Association; Methodist Willowbrook Medical Office Bldgs Condominium Association; San Jacinto Methodist-Alexander Condominium Association; San Jacinto Methodist Hospital; SJMH Condominium Association; The Methodist Hospital Condominium Association; and TMH Medical Office Buildings. 
 
(3) 
Part VII, page lines and 16: The year-end values CNL Income Properties Inc., and Hines REIT, which are real estate REITS that are not publicly traded, are derived from the issuers estimates value year end. Part VII, page line 91: The year-end value IRA account John Hancock Ind. Retirement Annuity, which not publicly traded, was provided John Hancock Life Ins. Co. 
 
 
 
 
Date Report 
WERLEIN, JR., EWING 
07/08/2008 
 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-30 One Columbus Circle, N.E. Washington, D.C. 20544