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Judicial Watch • Jr Werlein Ewing – 2009

Jr Werlein Ewing – 2009

Jr Werlein Ewing – 2009

Page 1: Jr Werlein Ewing – 2009

Category:Federal Judges

Number of Pages:24

Date Created:September 15, 2013

Date Uploaded to the Library:January 01, 2015

Tags:WERLEIN, Jr Ewing Werlein, EWING, 2009, assets, INVESTMENTS, transactions, TRUSTS, Codes, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev. 112010 
FOR CALENDAR YEAR 2009 U.S.C. app.  101-11 Person Reporting (last name, first, middle initial) Court Organization Date Report 
WERLEIN,JR., EWING USDC/SO. DIST. TEXAS 
07/26/2010 Title (Article Ill judges indicate active senior status; Sa. Report Type (check appropriate type) Reporting Period 
magistrate judges indicate full-or part-time) 
Nomination, Dale 
01/01/2009 
DISTRICT JUDGE -SENIOR TUS 
Initial Annual Final 
 
12/31/2009 
Sb. Amended Report Chambers Office Address the basis the information contained this Report and anymodifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. 
515 RUSK AVENUE, ROOM 1521 
HOUSTON, 77002-2605 
 
Reviewing Officer Date 
IMPORTANT NOTES: The instructions accompanying thisfonn must followed. Complete allparts, checking the NONE box for each part where you have reportable information. Sign last page. POSIT! NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) Co-Trustee Trust No. 
Director Chairperson The Methodist Hospital, Houston, Texas 
Director TMH Medical Office Bldgs Condominium Assoc. Chairperson ofTMH Board, director officio w/vote following: Medvest Holdings, Inc.; Methodist Health Centers; Methodist International; (contd Note (I) Part VIII) Chairman ofTMH Board, director officio w/o vote following: Diagnostic Center Hospital Corp. ofTexas; Medvest Inc. (contd Note (2) Part VIIJ) 
Executor Estate No. 
Trustee Trust No. ; 
 
 
Il. AGREEMENTS. ate Report 
WERLEIN, JR., EWING 
07/26/2010 GIFTS. (Includes tliose spiJUSe and dependent clti/dren; see pp. 28-31 fillng ilt>lructions.) 
[ZJ NONE (No reportable gifts.) 
 
 
 
VJ, LIAJULITJES, (lncl1tkS thase spouse and dependent children; see pp. 32-33 filing iflStructions.) 
[l] NONE (No reportable liabilities.) 
 
 
 
 
 
 
Date Report 
07/26/2010 
WERLEIN, JR., EWING 
VII. INVESTMENTS and TRUSTS --income. wir,,e, 1n111sac1ions r1ncJuaesthose spouse ond dependenr children; see PP 34-60 a/filing insttucrions.J NONE (No reportable income, assets, transactions.) 
Gross value end Transactions during reporting period 
Income during 
Description AsselS reporting period 
reporting period 
(including trust assets) 
(l) (2) (2) (I) (2) (3) 
(4) 
(5) 
Gain 
Value Value 
Amount 
Type(e.g., 
Place (X) after each asset 
Type (e.g., 
Date 
Value 
Identity 
Code div., rent, 
Code 	Method buy, sell. 
exempt from prior disclosure 
(A-HJ 
{J-P) 	Codc3 redemption) (Q-W) int.) 
Code 
Code 
buyer/seller 
mm/dd/yy (if private transaction) 
(A-HJ 
(J-P) Income Gain Codes; $1,000 less =Sl,001 -$2.500 =S2,S01 -15,0()0 ss.oo ts,ooo =$15,001  $50,000 
(See ColUIJllJS and D4) =SS0.001 Sl00,000 G=SJOO,OOJ -Sl,000,000 I.000.001 -$5,000,000 li2 =More than SS,000.000 Value Codes =$15,000or less =$15,001 -550,000 L=$50,00l -Sl00,000 =Sl00,001 -$250,000 
(See Colunms and 03) =$250,001  $500,000 0=$500,001 Sl.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 Method Codes Q=Appraisol R=Cost (Real !.state Only) =Assessment =Cash Market 
(Sec Column C2) U=Boolc Value =Other =Estjmated 
 
 
 
 
 
Date Report 
WERLEIN, JR., EWING 
07126/2010 
VII. INVESTMENTS and TRUSTS -income, wtue, rransacrivns r1nc1udes 11wse spouse and dependent c1111dren; see PP u-60 offlling 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) 
(2) 
(3) 
(4) 
(5) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., ren int.) Value Code2 (J-P) Value Method Code3 (Q-W) 
18. Corneas! Corp. Class (X) Dividend 
 
Type (e.g., 
buy, sell, redemption) 
Date 
mm/dd/yy 
Value 
Gain 
ldcntilyof 
Code2 
Code 
buyer/seller 
(A-H) 
(if private 
(J-P) 
transaction) 
Dean Foods Co., com. (X) None 
20. Goodyear, com. (X) None 
21. 
Hewlett Packard, com. (X) Dividend 
 
22. 
Intel Corp., com. (X) Dividend 
 
 
IBM, com. (X) Dividend Morgan Chase, com. (X) Dividend 
LSI Corp., com. (X) None 
 
26. Pepsico, Inc., com. (X) Dividend 
Target Corp., com. (X) Dividend 
28. 
Treehouse Foods, com. {X) 
 
29. 
Zimmer Holdings, Inc., com. (X) 
 
 
30. 
MUTUAL FUNDS: 
 
31. 
Fidelity Fund 
 
 
32. Fidelity Low Price Stock 
None 
None Dividend Dividend 
Fidelity Contrafund Dividend 
34. Fidelity Mid-Cap Stock Dividend Income Gain Codes: =SI,000 less =Sl,001  $2,500 =$2,SO  $5,000 5,001  $15,000 =$15,001  SS0,000 
(See Columns and 04) s$Slue Method Codes ......ppraisal =Cost (Rcal l!s18le Only) =Assessment T=C.ShMaritet (See CPfllisal =Cost (Real Estate Only) S=AssmcDt =Cash Market 
(Sec Column CT) -Book Value V=Olher W=Estimated 
 
 
 
 
Date Relrt 
07/26/2010 
WERLEIN, JR., EWING 
VII. INVESTMENTS and TRUSTS -incone, transactions r1nc1udes 111ose spouse and dependent chil4ren; see PP u-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust ssets) 
each asset eempt from prior disclosure Income during Gross value end repurting period reporting period Place (X) Transactions during reporting period 
(t) (2) (I) Amount Type (e.g.. Value Code div., rent, Code2 (A-H) int.) (J-P) (2) Value Method Codc3 (Q-W) (l) Type (e.g., buy, sell, redemption) (2) Date mm/ddlyy (3) Value Code2 (J-P) (4) eGain Code (Ml) (5) Identity buyer/seller (if private transaction) 
 
154. 
management registered investment manager. 
 
155. 
--Pfizer lnc., com. Income Gain Codes: =Sl,000 orless 41,001 -S2,SOO C-$2,501 $5,000 $15,000 -Sl5 001 $50 000 
 $5,001 s2s,ooo,001 000,000 orethan sso,000,000 
-ss= Voluc Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column Cl) =Boal: Value =Other =Estimated 
 
 
Date Report 
07126/2010 
VII. INVESTMENTS and TRUSTS --Income, value, rransactimplete the best kiiowledge 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 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 2-301 One Columbus Circle, N.E. Washington, D.C. 20544