Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506
PERSONAL FINANCIAL STATEMENT FORM PFSCOVER SHEET
Filed in accordance with chapter 572 of the Government Code.For fil ings required in 2009, covering calendar year ending December 31, 2008.
Use FORM PFS--INSTRUCTION GUIDE when completing this form.
TOTAL NUMBER OF PAGES FILEO:
TITLE; FIRST; Ml
William L.' u'cxl,reui; rnsr; iuieri
Henrich
OFFICE USE ONLY
RECEIVED},|AR I9 2M
Iexar Etlrlcs fnmmlsslon
ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP CODE
Office of the President - MSC 7834The University of Texas Health Science Center at San Antonio7703 Floyd Curl DriveSan Antonio. TX 78229-3900
lcHECK tF FILER'S HOME ADDRESS)
2 ADDRESS
AREA CODE PHONE NUMEER: EXTENSION MAR 1 I 2009
REASONFOR FILINGSTATEMENT
E nppotrureo oFFrcER
The Universitv of Texas Health Science Center at San Antonio
JUDGE SITTING BY ASSIGNMENT
flsrnre PARTY cHArR
B- Family members whose financial activity you are reporting (filer must reporl intormation about lhe financial activity of the file/s spouse ordependenl children if the filer had actual control over that activily):
Mary L. Henrich
DEPENDENTCHILD 1 .
ln Parts 'l ihrough 18, you will disclose your financial activity during the preceding calendar year- In Parts 1 through 14, you arerequired to disclose not only your own financial activity, but also that of your spouse or a dependent child if you had actual controlover that person's financial activity.
copy AND ATTACH ADDTTTONAL PAGES AS NECESSARYS: r{o,l>r
lsTexas Ethics Commission P.O. Box '1207O Austin, Texas 7 87 1 1 -2O7 O (512) 4635800 1-800-325-8506
SOURCES OF OCCUPATIONAL INCOME pARr 1A! ruornnRlnnarc
When reporting information about a dependent child's activity, indicate the child about whom you are reporting byproviding the number under which the child is listed on the cover sheet.
1INFORMATION RELATES TO
@ rlr-rn I seousr floeneruoeruT cHILD
EMPLOYMENT
[] eueloveoByANorHER
f] sru-eueloyED
**ff 8fl"'; ?;"itil'j fi::j::l" "ol - - J '
School of Medicine - MSC 7790The University of Texas Health Science Center at San Altonio7703 Floyd Curl DriveSan Antonio, TX 7 8229-3900
MTUREOFOCCUPATION
Dean of the School of Medicine
INFORMATION RELATES TOI rten []seouss I oeeeruoerur cHtLD
EMPLOYMENT
f] enaeloveaBy ANoTHER
@ seur-eueLoYED
NAME4N9 AODRESS OF EMPLOYER /POSITION HELD
[ {Cnecf I Filer's Home Address)
323 Pagoda OakSan Antonio, TX 78230
MTURE OF OCCUPATION
Attorney-at-Law
INFORMATION RELATES TO! rten flsnouse f] orneruoerur cHILD
EMPLOYMENT
flenaeloveo By ANoTHER
I selr-eueloyED
NAME AN? ADDRESS OF EMpLOyER / POS|TION HELD
I l(Check lf Fileds Home Address)
N/A
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revls€d 12r01/2008
ommission P.O. Box 12O7O Auslin. Texas 7fJ711-207Oexas hthtcs u t J t 1 (512)463-b4(J(J 1-800-325-8506
RETAINERS
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PART 1B
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 interesf') for a claim on future services in case of need, rather than forservices on a matter specified at the time of contracting for or receiving the fee. Report information here only if the value oftheworkactuallyperformedduringthecalendaryeardidnotequal orexceedthevalueoftheretiainer. Formoreinformation,see FORM PFS-INSTRUCTION GUIDE.
When reporting information about a dependent child's activity, indicate the child about whom you are reporting byproviding the number under which the child is listed on the Cover Sheet.
FEE RECEIVED FROM
FEE RECEIVED BYNAME OF BUSINESS
I-l rrr-en- OR FILER'S BUSINESS
n spouse- OR SPOUSE'S BUSINESS
n oeperuoeNrcHrLD-- OR CHILD'S BUSINESS
3FEE AMOUNT ! ..". rHAN 95,000 n ,u,ooo-re,eee n $10,000-$24,eee f] g2s,00o-oR M.RE
FEE RECEIVED FROMNAME ANO ADDRESS
FEE RECEIVED BYNAME OF BUSINESS
[-l rrr-en- OR FILER'S BUSINESS
n spouse- OR SPOUSE'S BUSINESS
n oepeHoeNrcHrLD-- OR CHILD'S BUSTNESS -
FEE AMOUNTf r-ess rHAN $s,000 n ss,ooo-sg,sss n $10,000-$24,enn [ $2s,000-oR MoRE
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Reviscd l2l01/2008
G,
Texas Ethics commission P.o. Box 12o7o Austin, Texas 2g711-2o7oexas
STOCK
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PART 2
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearand indicate the category of the number of shares held or acquired. lf some or all of the stock was sold, also indicate tnecategory 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 byproviding the number under which the child is listed on the Cover Sheet.
1 gustruess ENTITY NAME
Amazon
z slocx HELD oR AceutRED By E rtrtn @ seouse I oeeelroellr cHtLo3 ruUuaER oF SHARES I uss rHAN 10o @ roo ro lss D soo ro sss I r,ooo ro 4,ss9
E s,ooo ro s,sss I ro,ooo oR MoRE4 IF SOLD []Nrr enrr.r
I r.rrr r-ossI r-ess rHAN $5,000 [ $s,ooo-$s,ssg D $ro,ooo-$z+,sss fl szs,ooo-oR MoRE
BUSINESS ENTITY NAME
Alheuser Busch Co., Inc,
STOCK HELD OR ACQUIRED BY fl rten p srousr I oenrruoenr cHtLD
NUMBER OF SHARES fl l-ess rHRru r oo [| r oo ro ass I soo ro sss f] r ,ooo ro 4,sseE s,ooo ro e,sgs E ro,ooo oR MoRE
IF SOLD flr.rrr entr.rIrurr loss
El less rHAN $s,000 E $s,ooo-$g,sss Ef $ro,ooo-$z+,sss D ozs,ooo-oR MoRE
BUSINESS ENTITY NAME
Baidu
STOCK HELD OR ACQUIRED BY [] rten [] seousr fl oeeeruoellr cHtLD
NUMBER OF SHARES El less rHAN 100 E too ro +ss I soo ro sss fl r,ooo ro 4,see
f] s,ooo ro e,ess E ro,ooo oR MoREIF SOLD lruer eerN
-] r.rrr r-oss
E r-rss rHAN g5,0oo [ $s,ooo--$s,sss f] $ro,ooo-$z+,egs D szs,ooo-oR MoRE
BUSINESS ENTIry NAME
Apple
STOCK HELD OR ACQUIRED BY prtr-en fl seouse I oeneruoeruT cHrLD
NUMBER OF SHARES fl r-ess rHAN 100 EJ r oo to +ss ! soo ro sss I r ,ooo ro 4,eee
I s,ooo ro e,see f] ro,ooo oR MoREIF SOLD ] rurr enrr.r
fl ruer lossfl r-rss rHAN $s,000 D $s,ooo-$s,sss E $r o,ooo-$zl,ggg f] Ezs,ooo-oR MoRE
BUSINESS ENTITY NAME
Black & Decker Corp.
STOCK HELD OR ACOUIRED BY E]rrlrn @ snousr I oeeeruoeruT cHtLD
NUMBER OF SHARES E r-ess rHAN 100 f] roo ro lss E soo ro sss E r,ooo ro 4.sse
I s,ooo ro e,eee fl ro,ooo oR MoREIF SOLD / ruer enrru
]rurr lossfl r-ess rHAN $5,000 fl $s,ooo-$s,sss E $ro,ooo-$z+,sss D $zs,ooo-oR MoRE
COPY AITD ATTACH ADOITIONAL PAGES AS NECESSARY
RevlEed 12r01/2008
I6
Texas Ethics Commission P.O. Box 12O7O Austin, Texas 7 87 1 1 -2O7 O (512) 463-5800 1-800-325-8506
STOCK
[ ruoreeelrcnele
PART 2
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearand indicate the category of the number of shares held or acquired. lf some or all of the stock was sold, also indicate tnecategory 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 byproviding the number under which the child is listed on the Cover Sheet' BUSINESS ENTITY MME
BP Plc ADRZ slocx HELD oR AcQUIRED BY E rten @ snouse floeeeruoenr cHtLDs NuMgen oF SHARES I lrss rHAN 100 @ roo ro +ss I soo ro sgs I r,ooo ro 4,see
fl s,ooo ro e,eee fl ro,ooo oR MoRE4 IF SOLD flr.rrrenrr,r
[-] Ner lossfl r-ess rHAN gs,000 fl ss,ooo-sg,ggs fl $ro,ooo-$ze,gss fl Ezs,ooo-oR MoRE
BUSINESS ENTITY NAME
Cabot Oil & Gas
STOCK HELD OR ACQUIRED BY p nr-rn I snouse I oseeruoeruT cHtLDNUMBER OF SHARES ! r-ess rHAN 100 fl roo ro lss ! soo ro sss ! r,ooo ro 4,9se
E s,ooo ro 9,ss9 E ro,ooo oR MoREIF SOLD ]rurrenrr.r
fl r.rrr lossEJ r-Ess rHAN gs,ooo E $s,ooo-$s,ess E $to,ooo-$z+,gsg f] Ezs,ooo-oR M.RE
BUSINESS ENTITY NAME
Cisco Systems Inc.
STOCK HELD OR ACQUIRED BY E rrlrn [] seouse fl oeeexoeHT cHtLD
NUMBER OF SHARES E uess rHAN 1oo El too to +gg L soo ro sss E r,ooo ro 4.eee
E s,ooo ro o,ese E ro,ooo oR MoREIF SOLD !ruer cnrru
I rurr lossE] less rHAN $s,ooo E $s,ooo-$s,sss E $ro,ooo-$z+,sss E $zs.ooo-oR MoRE
BUSINESS ENTITY NAlrlE
Colfax Comoration
STOCK HELD OR ACQUIRED BY [trren [] seouse floeeeruoeruT cHrLDNUMBER OF SHARES fllrss rHnN 100 EJroo ro +ss ! soo ro sss fl r,ooo ro 4,ese
fl s,ooo ro e,sse I ro,ooo oR MoREIF SOLD /ruer erun
lrurr lossE] ress rHAN $s,000 E $s,ooo-$s,sss E$ro,ooo-$z+,ggs f] Ezs,ooo-oR MoRE
BUSINESS ENTITY NAME
Conoco Phillios
STOCK HELD OR ACQUIRED BY [] rten [] seouse fl oeeeruoerur cHtLDNUMBER OF SHARES f] r-ess rHAN 100 [ roo ro +ss f] soo ro gss D r,ooo ro 4,ese
f] s,ooo ro s,ees fl ro,ooo oR MoREIF SOLD I Nrr earr.r
] Nrr lossE] urss rHAN gs,o00 tl $s,ooo-$g,sss E $ro,ooo-$za,sss D $zs.ooo-oR MoRE
COPY AND ATBCIJDDI'I!9NAL PAGES AS NECESSARY
R.vl5sd 12l01/2008
Texas Ethics Commission P.O. Box 12O7O Austin, Texas 7 87 1'l -2O7 O (512)463-5800 1-8o0-325-8so6
STOCK
f] ruorRRRlrcRele
PART 2
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearandindicatethecategoryofthenumberofsharesheldoracquired. l fsomeoral l of thestockwassold,alsoindicatethecategory of the amount of the nel 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 byproviding the number under which the child is listed on the Cover Sheet.
1 BUSINESS ENTITY NAME
Coming, Inc.2 stocx HELD oR AceutRED BY E nlrn @ seouse ! oeerruoeruT cHtLDs NuNIern oF SHARES [] r-ess rHAN 100 E roo ro lss fl soo ro sss f] r,ooo ro 4,ese
E s,ooo ro e,see I to,ooo oR MoRE4 IF SOLD f, Her cnrru
[ rurr lossE r-ess rHAN $s,000 fl ts,ooo-Es,sss ! $to,ooo-$z+,gss I szs,ooo-oR MoRE
BUSINESS ENTIry NAME
Cumrnins
STOCK HELD OR ACQUIRED BY fl rrlen [| snouse I oeeexoeruT cHrLD
NUMBER OF SHARES ! less rHnru r oo E] r oo ro +ss I soo ro sss fl r ,ooo ro 4,ese
E s,ooo ro g,sse E to,ooo oR MoREIF SOLD flrurr eerN
ll ruer lossEJ less rHAN gs,ooo E $s,ooo-$g,seg E $to,ooo-$ze,egs E Ezs,ooo-oR MoRE
BUSINESS ENTIry NAME
Devon Energy
STOCK HELD OR ACQUIRED BY fl ruen @ seouse I oeeeNoeruT cHrLD
NUMBER OF SHARES ElrcssrHAN100 Etooroees Esoorosss I t ,oooro4,ese
I s,ooo ro e,ees I ro,ooo oR MoREIF SOLD f ruer cnrx
lJlrurr lossE] less rHAN $5,000 EI $s,ooo-$s,sgs Ll $to,ooo-$z+,ssg fl $zs,ooo-oR MoRE
BUSINESS ENTITY NAME
Deere & Co.
STOCK HELD OR ACQUIRED BY flrrr-rn I seouse I oeeeNornr cHILD
NUMBER OF SHARES ! r-ess rHAN 100 @ roo ro +ss fl soo ro sss fl r,ooo ro 4,eee
I s,ooo ro e,sse El to,ooo oR MoREIF SOLD flr.rrrcnrN
ll ruer lossE less rHAN $s,000 E $s,ooo-$s,sss [$to,ooo-$z+,sgs D gzs,ooo-oR MoRE
BUSINESS ENTITY NAME
Discovery
STOCK HELD OR ACQUIRED BY Elrrr-en fl snouse ! oeeeruoeHT cHrLD
NUMBER OF SHARES [ rcss rHAN 1oo E roo ro ass f] soo ro ses E r,ooo ro 4,ese
I s,ooo ro e,sse fl to,ooo oR MoREIF SOLD [7lnrr onrru
nruEr r-ossEl lrss rHAN $s,000 D $s,ooo-$s,sss E $to,ooo-$zr,ssg I $zs,ooo-oR MoRE
COPY ANO ATTACH ADDITIONAL PAGES AS NECESSARY
R€vlred l2l01r20O8
Texas Ethics Commission P.O. Box 12O7O Austin, Texas 7 87'l 1 -2O7 O (512) 463-5800 1-800-325-8506
STOCK
fl ruorneelcnele
PART 2
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearandindicatethecategoryofthenumberofsharesheldoracquired. l fsomeoral lof thestockwassold,alsoindicatethecategory of the amount of the net gain or loss realized from the sale. For more informalion, see FORM pFS--INSTRUCTION GUIDE.
When reporting information aboul a dependent child's activity, indicate the child about whom you are reporting byproviding the number under which the child is listed on the Cover Sheet.
t austNess ENTITY NAME
Dr. Pepper Snapple Groupz stocx HELD oR AceutRED By EJr ten @ snouse ! oeeeruoeruT cHtLDs NlutvlgeR oF SHARES E r-ess rHAN 100 E roo ro 4ee I soo ro sss f] r,ooo ro 4,ese
! s,ooo ro e,sss ! to,ooo oR MoRE4 IF SOLD ! Ner onrx
flrurr lossI r-ess rHAN $s,000 [ ss,ooo-Es,sss E $to,ooo-$z+,ses fl szs,ooo-oR MoRE
BUSINESS ENTIry NAME
EMCCorpMass
STOCK HELD OR ACQUIRED BY fl rrlrn [| snouse I oeneruoeNT cHrLD
NUMBER OF SHARES I lessrHRru roo @ rooro+ss ! soorosss I r,oooro4,ee9
E s,ooo ro e,ese E ro,ooo oR MoREIF SOLD fJrurr enrr.r
|_l rurr lossE less rHAN $5,000 fl $s,ooo-$s,gss Ef $to,ooo-$za,sss E szs,ooo-oR MoRE
BUSINESS ENTITY NAME
FairPoint Communications. Inc.
STOCK HELD OR ACQUIRED BY [] rruen @ seouse I oeerruoeNT cHtLD
NUMBER OF SHARES El rcss rHAN 1oo E too ro 4ee D soo ro sss E r,ooo ro 4,ees
f] s,ooo ro e,sss ! ro,ooo oR MoREIF SOLD ]ruer enrru
_l nEr loss
E less l-rAN g5,o0o E $s,ooo--$s,sss fl $ro.ooo-$e+,sgs D $es,ooo-oR MoRE
BUSINESS ENTITY NAME
First Solar Inc.
STOCK HELD OR ACQUIRED BY E]rruen I seouse ! oeeeHoerur cHtLD
NUMBER OF SHARES I r-ess rHAN 100 E too ro 499 [ soo ro sss f] r,ooo ro 4,e9s
I s,ooo ro e,ess D ro,ooo oR MoREIF SOLD lr.rrr cnrN
I ruer lossE r-Ess rHAN $5,000 E $s,ooo-$s,gss fl$ro,ooo-$z+,gss f] szs,ooo-oR MoRE
BUSINESS ENTIry NAME
Foster Wheeler New Ord. F
STOCK HELD OR ACQUIRED BY fl rrrcn fl seouse I oreeHoenr cHtLD
NUMBER OF SHARES fl urss rHAN 1oo fl t oo ro ass E soo ro sss D r ,ooo ro 4.ees
fl s,ooo ro s,eee D to,ooo oR MoREIF SOLD ] Nrr enr.t
] Nrr lossI r-rss rHAN $5,000 t] $s,ooo-$s,gss E $ro,ooo-$z+,ssg D $zs.ooo-oR MoRE
COPY AND ATTACH,ADDITIONAL PAGES AS NECESSARY
Revls!d t2l01/2008
#
Texas Ethics Commission P.O. Box 12O7O Austin, fexas 7 87 1'l -2O7O (512)463-5800 1-800-325-8506
STOCK
fl ruoraeelceare
PART 2
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearandindicatethecategoryofthenumberofsharesheldoracquired. l fsomeoral lof thestockwassold,alsoindicatethecategory 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 byproviding the number underwhich the child is listed on the Cover Sheet.
1 BUSINESS ENTITY NAME
Freeport-McMoran Copperz stocx HELD oR AceutRED BY EJ rrlrn @ seousr floeneHoelrr cHtLD
S NIuNIgeR OF SHARES I r-rss rHAN 100 E] roo ro +ss fl soo ro sss fl r,ooo ro 4,sss
I s,ooo ro e,ees fl to,ooo oR MoRE4 IF SOLD ]r'rrr earru-l
Ner lossI r-ess rHAN $5,ooo fl Es,ooo-Es,sss E $ro,ooo-$z+,sss I Ezs,ooo-oR MoRE
BUSINESS ENTITY NAME
Goldman Sachs
STOCK HELD OR ACQUIRED BY I rtr-rn I seousr I oeeenoeruT cHrLD
NUMBER OF SHARES [] less rHAN 1oo fl roo ro +es I soo ro sss fl r,ooo ro 4,eee
E s,ooo ro s,ese E to,ooo oR MoREIF SOLD /rurr oarru-lHrr
uossEJ r-ess rHAN gs,ooo El $s,ooo-$s,sgs E $to,ooo-$z+,ssg fl gzs,ooo-oR MoRE
BUSINESS ENTITY NAME
Google Inc.
STOCK HELD OR ACQUIRED BY @ rnen I seouse I oeeeuoeruT cHrLD
NUMBER OF SHARES E rrss rHAN 100 E roo ro +ss D soo ro ges fl t,ooo ro 4,ses
I s,ooo ro e,eee D to,ooo oR MoRE
IF SOLD I ruer cnrn-l
ruer lossEl less rHAN $5,000 D $s,ooo-$s,sss [ $ro,ooo-$e+,sss [ $zs,ooo-oR MoRE
BUSINESS ENTITY NAME
Hewlett-Packard Company
STOCK HELD OR ACOUIRED BY I rrr-rn [] seouse I oeeeruoeruT cHrLD
NUMBER OF SHARES I r-ess rHAN 100 El too ro ass fl soo ro sss I t,ooo ro +,sss
fl s,ooo ro e,sse fl to,ooo oR MoREIF SOLD /ner cnrr.r
lrurr lossE less rHAN $5,000 fJ $s,ooo-$s,ssg fl $to,ooo-$z+,sss [ $zs,ooo-oR MoRE
BUSINESS ENTITY NAME
Hologic, Inc.
STOCK HELD OR ACQUIRED BY [] rrlen fl seousr I oeeeruoenr cHrLD
NUMBER OF SHARES E r-Ess rHAN 100 E rooro +ss I sooro ssg E r,oooro +,sgs
I s,ooo ro s,ess E to,ooo oR MoREIF SOLD flHrr cntr.t
f] rurr lossEl r-ess rHAN $b,ooo E $s,ooo-$g,sss [ $to,ooo-$z+,sss f] gzs,ooo-oR MoRE
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revlsed 12/01/2008
( "
Texas Ethics commission P.o. Box 12ozo Austin, Texas 7g711-2o7arx rzulu Ausiln, texas /tJt11-297tJ (512)463_5g00 1_800_325-g506
PART 2STOCK
[ ruorRneucneu
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearandindicatethecategoryofthenumberofsharesheldoracquired. l fsomeoral lof thestockwassold,alsoindicatethecategory of the amount of the net gain or loss realized from the sale. For more information, see FORM pFS-INSTRUCTION GUIDE.
\y't/hen reporting information about a dependent child's activity, indicate the child about whom you are reporting oyproviding the number under which the child is listed on the Cover Sheet.1 BUSINESS ENTITY NAME
JPMorgan Chasez stoct< HELD oR AceulRED By E rtmn [| seouse I oeeeruoeruT cHtLDe Nuuaen oF SHARES I r-ess rHAN 100 [ roo ro 4e9 f] soo ro sss ! r.ooo ro 4,ses
fl s,ooo ro e,ess I ro,ooo oR MoRE4 IF SOLD !r.rrrcnrru
[/lner lossI r-ess rHAN $s,ooo I os,ooo-os,sss D $ro,ooo-$z+,esg fl Ezs,ooo-oR MoRE
BUSINESS ENTITY NAME
Level 3 Communications
STOCK HELD OR ACQUIRED BY fl rrun [] snouse I oeeeruoeruT cHtLD
NUMBER OF SHARES ! less rHAN 1 oo fl r oo ro rss I soo ro sss I r ,ooo ro 4,9seE s,ooo ro e,gss E ro,ooo oR MoRE
IF SOLD ]rurr cnrn/lruer loss
E less rHAN gs,o00 E $s,ooo-$s,sss fl $ro,ooo-$z+,sss E Ezs,ooo-oR M.RE
BUSINESS ENTITY NAME
MasterCard Inc.
STOCK HELD OR ACQUIRED BY @ rten I seouse fl oeeeruoeruT cHtLDNUMBER OF SHARES E] ress rHAN 1oo El roo ro 4ee E soo ro sss fl r,ooo ro 4.eee
I s,ooo ro s,eee f] ro,ooo oR MoREIF SOLD ]rurr enrru
I ruer uossE less rHAN $s,000 [ $s,ooo-$e,sss E $ro,ooo-$z+,sgg D $zs,ooo-oR MoRE
BUSINESS ENTIryMcDonalds
NAME
STOCK HELD OR ACQUIRED BY Z rten fl seouse !oeerruoerur cHtLDNUMBER OF SHARES I less runru r oo EI r oo ro +ss ! soo ro sss I r ,ooo ro a,sss
fl s,ooo ro s,ess f] ro,ooo oR MoREIF SOLD ] rurr cnrru
I r.rer loss! r-ess rHAN gs,000 E $s,ooo-$e,ssg D $ro,ooo-$za,sss fl gzs,ooo-oR MoRE
BUSINESS ENTITY NAME
Microsoft Corp
STOCK HELD OR ACQUIRED BY @ ruen [] snousr I oeerruorruT cHILD
NUMBER OF SHARES E r-ess rHAN 1 0o ! r oo ro 49e fl soo ro sss I r ,ooo ro +,sss! s,ooo ro e,ses E ro,ooo oR MoRE
IF SOLD ] rurr enrN
f rurr lossE] r-rss rHAN $s,ooo E $s,ooo-$s,ses [ $ro,ooo-$z+,ssg [ $zs.ooo-oR MoRE
COPY AND ATTACH ADDITIONAL PAqES AS NECESSARY
Rsvl3rd 12,/01/2008
Texas Ethics Commission P.O. Box 12070 Austin. ' fexas 7 87 11 -2O7 O (512)463-5800 1-800-325-8506
STOCK
[ ruorReelcnele
PART 2
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearand indicate the category of the number of shares held or acquired. lf some or all of the stock was sold, also indicate thecategory of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE.
\Men reporting information about a dependent child's activity, indicate lhe child about whom you are reporting byproviding the number under which the child is listed on the Cover Sheet.
t euslNrss ENTITY NAME
Morgan Stanley
Z Slocx HELD OR ACQUIRED BY E rrt-En @ seouse I oeeenoeruT cHtLD
S NUIugrN OF SHARES I lessrunruroo f l tooro+ss Isoorosss ! r ,oooro4,9seI s,ooo ro 9,s9e I to,ooo oR MoRE
4 IF SOLD / rurr cntr-l
ruer lossfl less rHAN $5,000 n os,ooo-og,sss E $to,ooo-$z+,sgs fl szs,ooo--oR MoRE
BUSINESS ENTITY NAME
NYSE EuronextNV
STOCK HELD OR ACQUIRED BY fl ruen I seouse I oeeeruoeruT cHrLD
NUMBER OF SHARES [] less rHAN 100 D too ro css ! soo ro sss I r,ooo ro 4,e99
E s,ooo ro s,s99 E to,ooo oR MoRE
IF SOLD ]r.rrr oatr,t
Jl nrr lossEJ lEss rHAN $5,000 E $s,ooo--$s,sgs fJ $to,ooo-$z+,sss El gzs,ooo-oR MoRE
BUSINESS ENTITY NAME
Owens-Illinois Inc. New
STOCK HELD OR ACQUIRED BY @ rrlrn plsnouse ! oeeexoenr cHrLD
NUMBER OF SHARES D lEss rHAN 1 00 El t oo ro lss I soo ro sgs fl r ,ooo ro 4,ess
I s,ooo ro e,ese I to,ooo oR MoRE
IF SOLD !ruer carru[ rurr loss
El lrss rHAN $s,ooo D $s,ooo--$s,sss E $to,ooo-$z+,ess f] $zs,ooo-oR MoRE
BUSINESS ENTITY NAME
Pepsico
STOCK HELD OR ACQUIRED BY [ lrr len I seouse floreeuoerur cHILD
NUMBER OF SHARES ! r-ess rHAN 1 o0 E] t oo ro +sg ! soo ro sss fl r ,ooo ro 4,ee9
fl s,ooo ro e,sse fl to,ooo oR MoRE
IF SOLD I ner entr.rl-l Nrr loss
fl r-e ss rHAN $5,000 E $s,ooo-$s,sss fl $t o,ooo-$z+,sss fl szs,ooo-oR MoRE
BUSINESS ENTITY NAME
Proctor & Ganrble
STOCK HELD OR ACQUIRED BY E rrlrn @ seousr I oeerruoeruT cHrLD
NUMBER OF SHARES El rcss rHnN r oo D r oo ro ngs E soo ro sss tl t ,ooo ro +,sss
D s,ooo ro e,ese ! to,ooo oR MoREIF SOLD flrurr enrN
f] rusr lossE r-ess rHAN $5,000 D $s,ooo-$s,sss t] $to,ooo-$z+,sss fl $zs,ooo-oR MoRE
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARYRevised 12l0' l /2008
( '
Texas Ethics Commission P.O. Box 1207O Austin. Texas 787
STOCK
f] ruorneeLceau
PART 2
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearand indicate the category of the number of shares held or acquired. lf some or all of the stock was sold, also indicate thecategory 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 byproviding the number under which the child is listed on the Cover Sheet.
1 eustxess ENTTTY MME
Research in Motion LTDFz stocx HELD oR AcoutRED BY EJrten @ seouse f] oeerNoerur cHtLDS NuIvIgeR oF SHARES I r-rss rHAN 1o0 E roo ro +ss f] soo ro sss ! r,ooo ro +,sss
D s,ooo ro s,sse ! to,ooo oR MoRE4 IF SOLD ]r.rrr enrr.r
/lxrr lossE] r-ess rHAN $s,000 n gs,ooo-ss,sss D $ro,ooo-$zl,ggs fl Ezs,ooo-oR MoRE
BUSINESS ENTITY NAME
The Qinc New
STOCK HELD OR ACQUIRED BY fl rrr-en I seouse I oeeenoeNT cHtLD
NUMBER OF SHARES fl r-ess rHAN 100 fl roo ro lss I soo ro sss f] r,ooo ro 4,ssefl s,ooo ro s,ees E to,ooo oR MoRE
IF SOLD /ruer earrulrurr uoss
EJ less rHAN $s,000 ! $s,ooo-$s,sss El$ro,ooo-$zl,ess fl Ezs,ooo-oR MoRE
BUSINESS ENTITY NAME
Terex Corporation
STOCK HELD OR ACQUIRED BY E]rrrcn @ snouse I oeeeruoeHT cHtLD
NUMBER OF SHARES El r-rss rHAN 100 E roo ro +es E soo ro sgs fl r,ooo ro 4,ess
L] s,ooo ro e,ese D to,ooo oR MoRElF SOLD [ ruer carH
@ ruer lossEl rcss rHAN $s,000 D $s,ooo-$s,sss E $ro,ooo-$ze,sgs E szs.ooo-oR MoRE
BUSINESS ENTIry NAME
Transocean Inc New F
STOCK HELD OR ACQUIRED BY Z rrr-en fl snouse floeeeNoerur cHrLD
NUMBER OF SHARES I r-ess rHAN 1 0o E t oo ro +ss I soo ro sss I r ,ooo ro +,sss
fl s,ooo ro e,see E to,ooo oR MoREIF SOLD /Nrr enrn
--lrurr uoss
E less rHAN $s,ooo E $s,ooo-$s,ssg E$ro,ooo-$ze,sss D gzs,ooo-oR MoRE
BUSINESS ENTITY NAME
Trinity Industries Inc.
STOCK HELD OR ACQUIRED BY fl rrrcn @ seouse ! oeneruoeruT cHtLD
NUMBER OF SHARES D rcss rHAN 100 El roo ro +ss E soo ro sss E r,ooo ro 4,99e
f] s,ooo ro e,sss n to,ooo oR MoREIF SOLD ! rurr cruru
[ rurr uossE less rHAN $s,ooo tl $s,ooo-$s,sss f] $to,ooo-$z+,sss t] Ezs,ooo-oR MoRE
COPY AND ATTACH ADDITIO}.IAL PAGES AS NECESSARYRevlsad l2r0lr2q!8
Texas Ethics Commission P.O. Box' l2O7O Ausiin. fexas 7 87 1 1 -2O7 O (512)463-5800 1-800-325-8506
STOCK
f] ruorRReucnale
PART 2
List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar yearand indicate the category of the number of shares held or acquired. lf some or all of the stock was sold. also indicate thecategory of the amount of the nel 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 byproviding the number underwhich the child is listed on the Cover Sheet.
1 BUSINESS ENTITY NAME
Ultra Petroleum Corp.2 srocx HELD oR AcourRED BY EJr len @ snouse f] oeeenoeNT cHtLDS ruunaarR oF SHARES Ir-essrHANlo0 @rooro lss Esooroess f ] r ,oooro4,eee
E s,ooo ro e,eee I to,ooo oR MoRE4 IF SOLD ]ner enrru
7 Nrr lossfl r-rss rHAN $5,000 D os,ooo-tg,gse fl $ro,ooo-$z+,sss I gzs,ooo-oR MoRE
BUSINESS ENTITY NAME
ValueClick
STOCK HELD OR ACQUIRED BY I rrlrn I seouse I oeeeNornr cHtLD
NUMBER OF SHARES I r-ess rHAN r oo @ r oo ro rss I soo ro sss f] r ,ooo ro 4,eesEl s,ooo ro e,ese E to,ooo oR MoRE
IF SOLD /r,rrr enrx-l
nrr lossE r-rss rHAN 95,000 fl $s,ooo-$s,sss ! $ro,ooo-$z+,sss D $zs,ooo-oR MoRE
BUSINESS ENTIry NAME
Verizon Communications
STOCK HELD OR ACQUIRED BY [] rrmn fl seouse ! orerruoeruT cHtLD
NUMBER OF SHARES E r-Ess rHAN 100 E roo ro +ss E soo ro sss f] r,ooo ro 4.see
f] s,ooo ro e,ess E to,ooo oR MoREIF SOLD lrurr cnrru
]rurr lossEl lrss rHAN $s,ooo D $s,ooo-$s,sgg D $ro,ooo-$z+,gss E $zs,ooo-oR MoRE
BUSINESS ENTITY NAME
Visa Inc. Cl A
STOCK HELD OR ACQUIRED BY I rrr-en [| seouse I oeeeruoeruT cHrLD
NUMBER OF SHARES p less rHAN 100 fl roo ro +ss ! soo ro sss I r,ooo ro 4,see
fl s,ooo ro e,see fl to,ooo oR MoRE
IF SOLD flruer enrru| rurr loss
E r-Ess rHAN 95,000 E $s,ooo-$s,sss E$ro,ooo-$za,sss D szs,ooo-oR MoRE
BUSINESS ENTIry NAME
N/A
STOCK HELD OR ACQUIRED BY D rrlen f lseousr fl oeernorrur cHtLD
NUMBER OF SHARES fl less rHnn r oo D too ro 4ee D soo ro ssg D r ,ooo ro 4,eee
f] s,ooo ro e,ees n to,ooo oR MoREIF SOLD I ner cnrru
Ir.rrr lossE lrss rHAN $5,000 [ $s,ooo-$s,sss D $ro,ooo-$z+,sss tl szs,ooo--oR MoRE
COPY AND ATTACH ADD]TIONAL PAGES AS NECESSARY
R.vlsed l2l01/2008
Texas Ethics Commission P.O. Box' l2O7O Austin. Texas 78711-2O7O (512)463-5800 1-800-325-8506
BONDS, NOTES & OTHER COMMERGIAL PAPER pARr 3
! ruorRerurcRelr
List all bonds, notes, and other commercial paper held or acquired by you, your spouse, or a dependent child during thecalendar year. lf sold, indicate the category of the amount of the net gain or loss realized from the sale. For moreinformation, see FORM PFS-INSTRUCTION GUIDE.
When reporting information about a dependent child's activity, indicate the child about whom you are reporting byproviding the number under which the child is listed on the Cover Sheet.
1DESCRIPTIONOF INSTRUMENT
Note from John Henrich
' Heto oR AceurRED BY
E rtr-rn [Zspouse floepeNoerur cHrLD
IF SOLD
flr.rrr enrru
E NEr loss
! r-ess rHAN $s,000 nss,ooo-$s,sss fhto,ooo-Ez+,ssg ! Eru,ooo-oR MoRE
DESCRIPTIONOF INSTRUMENT
N/A
HELD OR ACQUIRED BYDrrlen flspousE n orpenoerur cHrLD
IF SOLD
f] ruEr cntru
! ruer loss
I r-ess rHAN $5,000 lss,ooo-gs,sgs fhto,ooo-Ez+,sss fl gzs,ooo-oR MoRE
DESCRIPTIONOF INSTRUMENT
N/A
HELD OR ACOUIRED BYErten l-lspouse floepexoerur cHrLD
IF SOLD
E ".t no'*
! ruEr r-oss
E r-ess rHAN g5,000 l-l$s,ooo-$s,ses fhro,ooo-$z+,gss E gzs,ooo-oR MoRE
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Rsvlssd 12r0112008
I
#:
Texas Ethics Commission P.O. Box'12070 Austin. fexas 78711-2070 4tj3-56('](, 1-800-325-8506
MUTUAL FUNDS
! norneeurceelr
PART 4
List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held oracquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. lfsome or all of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realizedfrom 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 byproviding the number under which the child is listed on the Cover Sheet.
1 MUTUAL FUND NAME
Vanguard Tax-Exempt Money Market Fund
2 SHARESoFMUTUALFUNDHELD ORACOUIRED BY E rten p seouse Ioreenoerur cHtLD
3 NUMBEROFSHARESOF MUTUAL FUND
flrcss rHAN 100 [| roo ro +ss fl soo ro sss ! r,ooo ro 4,ses
E p,ooo ro e,ees flto,ooo oR MoRE
4 lF SoLD Z] rurr cnrn
D tu.t t-ossE] r-ess rHAN $s,000 [ os,ooo-ss,sss fl $ro,ooo-$za,sss I uzs,ooo-oR MoRE
MUTUAL FUND NAME
American Funds
SHARES OF MUTUAL FUNDHELD ORACQUIRED BY E t,'-.* E storte I oepEruoENT cHrLD
NUMBER OF SHARESOF MUTUAL FUND
[ rcss rHAN 100 [ too ro ass f] soo ro sos fl t,ooo ro 4,ees
E s,ooo ro e,99s fl ro,ooo oR MoRE
lF SOLD [ ruer cerru
f]r.rEr r-ossfJ less rHAN $s,000 f] $s,ooo-$s,sss El$ro,ooo-$za,sss fl szs,ooo--oR MoRE
MUTUAL FUND NAME
N/A
SHARES OF MUTUAL FUNDHELD ORACQUIRED BY I rtEn fl spousr D oepeNronlr cHrLD
NUMBER OF SHARESOF MUTUAL FUND
fl r-ess rHAN 100 fl r oo ro nss I soo ro sss f] t ,ooo ro 4,ese
! u,ooo ro e,seg E ro,ooo oR MoRE
lF SOLD I r.rer enrm
E nrrr r-ossfl LEss rHAN g5,o0o El gs,ooo-Es,sse E $to,ooo-$z+,sss I szs,ooo-oR MoRE
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revlsed l2l01/2008
ItTexas Ethics Commission P.O. Box'12O70 Austin, Texas 7 87 1'l -2O7 O (s12)463-5800 1-800-325-8506
tNcoME FROM |NTEREST, D|V|DENDS, ROYALT|ES & RENTS pARr 5! ruorneelnnele
List each source of income you, your spouse, or a dependent child received in excess of $500 that was derived frominterest,dividends,royalties,andrentsduringthecalendaryearandindicatethecategoryoftheamountoftheincome. Formore information, see FORM PFS-INSTRUCTION GUIDE.
When reporting information about a dependent child's activity, indicate the child about whom you are reporting byproviding the number under which the child is listed on the Cover Sheet.
SOURCE OF INCOMENAME AND ADDRESS
Vanguard455 Devon Park DriveWayne, PA 19087-1815
2RECEIVED BY
I nr-en [f seouse f[ oeneruoeNr cHtLD
3AMOUNT En ssoo-oc,sss D oe,ooo-Es,sgs f] $ro,ooo-$za,sgs ! Ezs,ooo-oR MoRE
SOURCE OF INCOMENAME AND ADDRESS
Walters Kluwer Health Inc530 Walnut StreetPhiladelphia, PA 19106
RECEIVED BY
Etr nlen ff seouse I oeeertoeNT cHtLD
AMOUNTE Esoo-E+,sss ff $s,ooo-9s,sss [ $ro,ooo-$el,sss ff szs,ooo-oR MoRE
SOURCE OF INCOMENAME AND ADDRESS
Bank of AmericaP O Box 2948Wichita, KS 67201
RECEIVED BY
[} rten @ seouse I oeeexoenr cHtLD
AMOUNT EI ssoo-o+,sss n $s,ooo-$g,sss n $ro,ooo-$z+,sss fl ozs,ooo-oR MoRE
COPY AND ATTACH ADDITIONAL PAGES AS NEGESSARY
Revls!d l2l01/2008
Commission P.O. Box 12O7O Austin. Texas 7871'l-2O7Oexas ttntcs xas (5'r2)463-56u(J 1-aOO-325-45O6
PERSONAL NOTES AND LEASE AGREEMENTS PART 6
I norneeltceelr
ldent i fy each guarantor of a loan and each person or f inancial inst i tut ion to whom you, your spouse, ora dependent child had a total financial liability of more than $1,000 in the form of a personal note or notes or leaseagreementatanyt imeduringthecalendaryearandindicatethecategoryoftheamountofthel iabi l i ty. Formoreinforma-tion. see FORM PFS-INSTRUCTION GUIDE.
When reporting information about a dependent child's activity, indicate the child about whom you are reporting byproviding the number under which the child is listed on the Cover Sheet.
1PERSON OR INSTITUTIONHOLDING NOTE ORLEASE AGREEMENT
GMAC
2LIABILITY OF
[]rrr-en p seousr !oerrruoeruT cHrLD
3GUARANTOR None
4AMOUNT Isr,ooo-oa,sss f]ss,ooo-$s,sss fl$ro,ooo-$z+,sss flszs,ooo-oRMoRE
PERSON OR INSTITUTIONHOLDING NOTE ORLEASE AGREEMENT
University of Maryland CreditUnion
LIABILITY OF
Irrmn @seouse floeeeruoerur cHtLD
GUARANTOR None
AMOUNT f]Er,ooo-$a,sss f]ss,ooo-ss,sss fllto,ooo-sza,sss flszs,ooo-oRMoRE
PERSON OR INSTITUTIONHOLDING NOTE ORLEASE AGREEMENT
N/A
LIABILITY OF
Errr-rn I seouse I oeneruoeruT cHtLD
GUARANTOR
AMOUNT f]$r,ooo-$n,sss flss,ooo-ss,sss fl$to,ooo-sza,ess Itzs,ooo-oRMoRE
COPY AND ATTAGH ADDITIONAL PAGES AS NECESSARY
Revl5ed 1210112006
Aics Commission P.O. Box 12O7O Austin, Texas 78711-2O7O
REAL PROPERTY
463-5800 't-80G325-8506
PART 7A' TERESTS IN
! NorReeucnele
f f in te res ts in rea |proper tyhe |doracqu i redbyyou,yourSpouSe 'oradependentch i lddur ing thecatendaryear. lftheintereitwassotd,alsoinoicltelrrecatesoryofthlimoint::::,ff::1'1,:tl:fii::':="""t'ffi$??i'.lllli'!fiil;jl,'ff'#1'"#:i"]fi#'i';"#;;;;.p"ii'Joi'".tions ror compretins this section' see FoRM PFS--
INSTRUCTION GUIDE.
when reporting information about " d9P9lq."lt child's activity,^'l*ttu the child about whom you are reporting by
pioviding the number under which the child is listed on the cover Sheet.
I oepeHoeNT cHtLDt HELo oR AceutRED BY
STREET ADORESS. INCLUDING CITY. COUNTY, AND STATE
2 STREETADDRESS! ruornvntuau
[ l cHecx lF FILER's HoME ADDRESS
NUMBER OF LOTS OR ACRES AND MME OF COUNTY WI-IERE LOCATED
3 orscntPloNfllors
flacnes
NAMES OF PERSONSRETAINING AN INTEREST
l7lruornpputcnsue" rsEveRED MINEML INTEREST)
fl r-essrHeN$5,000 f]us,ooo--os'sss Isro'ooo--sz+'ess fl $25'0oo-oRMoREIF SOLD
[Nrrcerru
I rrrr-oss
E o.t.*otNT cHtLDHELD OR ACQUIRED BY
STREET ADDRESS. INCLUDING CITY, COUNTY. AND STATE
STREETADDRESS
I norevatneuel-'l cnrcx lF FILER'S HoME ADoRESS
NUMBER OF LOTS OR ACRES AND NAME OF COUNfi WHERE LOCATED
DESCRIPTIONflrors
flncnes
NAMES OF PERSONSRETAINING AN INTEREST
l-l Nol epputcasLe" (sEvEneD MINERAL INTEREST)
fl r-ess rHAN $5,000 flsu'ooo-sn'nnn nsto'ooo-s"'nnn fl $2s'ooo-oR MoREIF SOLD
flnrrcntHFlnrrross
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revlscd 12101/2000
Texas Ethics Commission P.O. Box 1207O Austin. Texas 787 11 -2O74 (512)463-5800 1-800-325-8506
INTERESTS IN BUSINESS ENTITIES
[] lrorneeuceeu
PART 78
Describe all beneficial interests in business entities held or acquired by you, your spouse, or a dependent child during thecalendar year. lf 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 byproviding the number under which the child is listed on the Cover Sheei.
1HELD OR ACQUIRED BY I rrlrn I spouse I oreexoeruTcHrLD
2DESCRIPTION
NAME AND ADDRESS
I lCnect lf Filer's Home Address)
t tr sotof] NEr cnlr.t
E rurr loss
E rcss rHAN $s,ooo fl gs,ooo-gs,sss I $to,ooo-$z+,sss L] Ezs,ooo-oR MoRE
HELD OR ACQUIRED BY f l r t rn fl spousr f] oeperuorrur cHrLD
DESCRIPTIONNAME AND AODRESS
! {Cn"* [ Flle/s Home Address)
IF SOLD
E rurr cnrH! rurr loss
E r-ess rHAN $s,000 n ss,ooo-gs,sss D $to,ooo-$e+,sss E gzs,ooo-oR MoRE
HELD OR ACQUIRED BY fl ruen E spouse E oeperuoeruT cHrLD
DESCRIPTION [ (check lf Fllels Home Address)
IF SOLD
D ruer entN
E nrr r-oss
fl lessrHAN $s,000 D $s,ooo-$g,gss D sto,ooo-gz+,ses D $2s,000-oR MoRE
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revls.d 12r0112008
Texas Ethics Commission P.O. Box'12O70 Austin. fe\as 7 87 1 1 -2O7 O (512)463-5800 1-800-32'8506
GIFTS
[J norneeucABlE
PART 8
ldentiff any person or organization lhat has given a giftworth more than $250to you, your spouse, or a dependent child, anddescribe the gift. Do not include: 1) expenditures required to be reported by a person required to be registered as a lobbyistunder chapter 305 of the Government Code; 2) political contributions reported as required by law; or 3) gifts given by aperson related to the recipient within the second degree by consanguinity or affinity. 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 byproviding the number under which the child is listed on the Cover Sheet.
1DONOR
NAME AND ADDRESS
2RECIPIENT !rrr-en I snouse !oeeeHoewr cHrLD
3DESCRIPTION OF GIFT
DONORNAME AND ADDRESS
RECIPIENT flrrr-en flseousr floeeeruosrur cHrLD
DESCRIPTION OF GIFT
DONORNAME AND ADDRESS
RECIPIENT !rr len ! seouse !oeeenoexr cHrLD
DESCRIPTION OF GIFT
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
R.vls!d 12l01/2O0E
TRUST INCOME
fi ruorneelcRale
PART 9
ldentify each source of income received by you, your spouse, or a dependent child as beneficiary of a trust and indicate thecategory of the amount of income received. Also identify each asset of the trust from which the beneficiary received morethan $500in income, if the identity of the asset is known. For more information, see FORM PFS--INSTRUCTION GUtDE.
When reporting information about a dependent child's activity, indicate the child about whom you are reporting byproviding the number underwhich the child is listed on lhe Cover Sheet.
1SOURCE
NAME OF TRUST
2BENEFICIARY E rt lEn D spouse E oEperuoeNT cHrLD
3INCOME E lrss rHAN $s,ooo E $s,ooo-$s,esg f] gro,ooo-9za,sss E ozs,ooo-oR MoRE
n nssrts FRoM wHrcHOVER $5OO WAS RECEIVED
L uruxlrovw
SOURCENAME OF TRUST
BENEFICIARY Erten f] spouse I oeeeruoenr cHrLD
INCOMEfl r-ess IHAN $5,000 [ ss,ooo-oe,sss f] $ro,ooo-$zl,sss I szs.ooo-oR MoRE
ASSETS FROM WHICHOVER S5OO WAS RECEIVED
E uruxHottltt
SOURCEMME OF TRUST
BENEFICIARY I rten fl spousE ! oeeeruoeruT cHILD
INCOME flr-rss rHAN gs,00o I ss,ooo-ss,sss [ $to,ooo-$za,sss I szs,ooo-oR MoRE
ASSETS FROM WHICHOVER $5OO WAS RECEIVED
n umruoun
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Texas Ethics Commission P.O. Box 12O7O Austin,Texas 7 8'7 11 -2O7 O (s12)463-5800 1-800-325-8506
Revls!d l2l0112008
(
Texas Ethics Commission P.O. Box'12070 Austin, Texas 78711-2070
BLIND TRUSTS
[l ruoreeelrcRale
PART 1 OA
ldentify each blind trustthat complies with section 572.023(c) of the Govemment Code. See FORM PFS--INSTRUCT|ONGUIDE.
When reporting information about a dependent child's activity, indicate the child about whom you are reporting byproviding the number under which the child is listed on the Cover Sheet.
I runrue oFTRUST
2 Tnustrr
3 grNertcnRvE rn-en fJ s"ouse f]oeperuoEur cHrLD _--
4 TRIR MARKETVALUEn,-ess rHAN $s,000 fhu,ooo-gn,nrr !9ro,ooo-$z+,sss E szs.ooo-oR MoRE
5DATECREATED
NAME OF TRUST
TRUSTEENAME ANO AODRESS
BENEFICIARYI rrr-en f] snouse floeeeruoerur cHrLD
FAIR MARKETVALUEIr-rss rHAN $5,000 fps,ooo-ts,sss !uro,ooo-sz+,sss f] $zs,ooo-oR MoRE
DATECREATED
NAME OFTRUST
TRUSTEENAME ANO ADDRESS
BENEFICIARYf lrren ! seouse f] oeneNoellr cHrLD
FAIR MARKETVALUEflr-ess rHAN gs,o00 fps,ooo-ss,sse !$to,ooo-$zr,sss I szs,ooo-oR MoRE
DATECREATED
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revls.rr '12101/2OOB
(
Texas Ethics Commission P.O. Box 12O7O Austin. Texas 7871 1-2O70 (512)463-5800 1-800-325-8506
TRUSTEE STATEMENT
fl Horneer-cnale
PART 1 OB
An individualwho is required to identify a blind trust on Part 10Aof the Personal Financial Statement must submit a
statementsignedbythetrusteeofeachbl indtrust l istedonPart l0A. Theport ionsof sect ionST2.o23oftheGovernmentCode that relate to blind trusts are listed below.
1 NAMEOFTRUST
2 TRUSTEENAME
3 FILER ON WHOSEBEHALF STATEMENTIS BEING FILED
NAME
4 TRUSTEE STATEMENT I affirm, under penalty of perjury, that I have not revealed any information to the beneficiary of thistrust except information that may be disclosed under section 572.023 (b)(8) of the GovernmentCode and that to the best of my knowledge, the trust complies with section 572.023 of theGovernment Code.
Trustee Signature
S 572.023. Contents of Financial Statement in General
(b) The account of financial activity consists of:
(8) identification of the source and the category of the amountof all income received as beneficiary of a trust, otherthan a blind trust that complies with Subsection (c), and identification of each trust asset, if known to the beneficiary,from which income was received by the beneficiary in excess of $500;
(14) identification of each blind trust that complies with Subsection (c), including:
(A) the category of the fair market value of the trust;
(B) the date the trust was created;
(C) the name and address of the trustee; and
(D) a statement signed by the trustee, under penalty of perjury, stating that:
(i) the trustee has not revealed any information to the individual, except information that may be disclosedunder Subdivision (8); and
(ii) to the best of the trustee's knowledge, the trust complies with this section.
(c) For purposes of subsections (b)(8) and (14), a blind trust is a trust as to which:
(1 ) the trustee:(A) is a disinterested Party;(B) is notthe individual;
(C) is not required to register as a lobbyist under Chapter 305;
(D) is not a public officer or public employee; and
(E) was not appointed to public office by the individual or by a public officer or public employee the individualsuPervises; and
I tZl the trustee has complete discretion to manage the trust, including the power to dispose of and acquire trust
I assets without consulting or notifying the individual-I
I fOl tt" blind trust under Subsection (c) is revoked while the individual is subjectto this subchapter, the individual mustfile an
I amendment to the individual's most recent financial statement, disclosing the date of revocation and the previously unreported
I value by category of each asset and the income derived from each asset.
Revlssd l2r0t12008
Texas Ethics Commission P.O. Box 12O7O Austin. Texas 787exas -2|J tt) z)463-saoo 1-800-325_8506
ASSETS OF BUSINESS ASSOCIATIONS pARr 11A
[ ruornRerrcRele
Describe all assets of each corporation, firm, partnership, limited partnership, limited liability partnership, professionalcorporation, professional association, joint venture, or other business association in which you, your spouse, or a depen-dent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amountof the assets. 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 byproviding the number under which the child is listed on the Cover Sheet.
t austttEssASSOCIATION
NAME AND ADDRESS
E (Cne* f Fils/s Home Address)
Mary L. Henrich 323 Pagoda Oak San Antonio, TX 78230
2 susrNEss rYPE Individual - Sole Owner
3 Heto,RceurRED,OR SOLD BY fl rrr-en E]spousE ElorperuoeruT cHtLD
o Rssrls DESCRIPTION
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COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revl6.d l2l01/2OOg
Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87:|1 -2O7 O (512)463-5800 1-800-325-8506
LIABILITIES OF BUSINESS ASSOCIATIONS pARr 118
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Describe all liabilities of each corporation, firm, partnership, limited partnership, limited liability partnership, professionalcorporation, professional association, joint venture, or other business association in which you, your spouse, or a depen-dent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amountof the assets. Formore information, see FORM PFS--INSTRUCTION GUIDE.
When reporting information about a dependent child's activity, indicate the child about whom you are reporting byproviding the number under which the child is listed on the Cover Sheet.
1 gustNgssASSOCIATION
NAME AND ADORESS
I l(CnecX lf File/s Home Address)
2 eustNresstvprg F{Eto,RceuIRED,
OR SOLD BYD rrlrn f] spouse fl oepeNopNr cHrLD
LIABILITIESOESCRIPTION
fl r-ess rHAN gs,000 f]ss,ooo--ss,ssg
fl$ro,ooo-Eza,sss Iszs,ooo-oRMoRE
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COPY AND ATTACH ADDITIONAL PAGES AS NEGESSARY
Revi6ed 12,101/2008
Texas Ethics Commission P.O. Box 12O7O Austin. Texas 7 87 1'l -2O7 O (512) 463-5800 1-800-325-8506
BOARDSAND EXECUTIVE POSITIONS pARr i2
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List all boards of directors of which you, your spouse, or a dependent child are a member and all executive positions you,your spouse, or a dependent child hold in corporations, firms, partnerships, limited partnerships, limited liability partner-ships, professional corporations, professional associations, joint ventures, other business associations, or proprietorships,stating the name of the organization and the position held. 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 byproviding the number under which the child is listed on the Cover Sheet.
t oncnrutzATroN The American College of Physicians
' postttoN neto Member, Editorial Board
t posrtoN HELD BY [] rren I seouse fl oeeexoeNT cHtLD
ORGANIZATION Associafion of American Medical Colleges'National Institutes of Health Special Action Committee
POSITION HELD (AAMC NIH Special Action Committee) Member, Advisory Board
POSITION HELD BY [f rrr-en f] seouse I oeeeNoeNT cHrLD
ORGANIZATION Bexar County Medical Society
POSITION HELD Member, Board of Directors
POSITION HELD BY I rten I seouse f]oeneruoenr cHtLD
ORGANIZATION HALT- Progression of Polycystic Kidney Disease Data Safety Monitoring Board
POSITION HELD (I{ALT-PKD DSMB) Member, Advisory Board
POSITION HELD BY fl rrr-en fl seouse f] oeeeruoerur cHtLD
ORGANIZATION The National Institute of Diabetes & Digestive & Kidney Diseases (I.\TIDDK)
POSITION HELD Member, Advisory Board
POSITION HELD BY I rtr-rn fl snouse I oeeeruoeruT cHtLD
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
R6vlsrd 12.,01r2O08
Texas Elhics Commission P.O. Box 12O7O Austin, Texas 7 87 1 1 -2O7 O (512)463-5800 1-800-325-8506
BOARDS AND EXECUTIVE POSITIONS pARr 12
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List all boards of directors of which you, your spouse, or a dependent child are a member and all executive positions you,your spouse, or a dependent child hold in corporations, firms, partnerships, limited partnerships, limited liability partner-ships, professional corporations, professional associations, joint ventures, other business associations, or proprietorships,stating the name of the organization and the position held. 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 byproviding the number under which the child is listed on ihe Cover Sheet.
t oRcRNtzRttoN Low Vision Resource Center
t posrttoru nrto Board Member
t postttotrrHELD BY fl rrr-en fl seouse fl oreeNorNr cHrLD
ORGANIZATION N/A
POSITION HELD
POSITION HELD BY ff rrlen fl seouse fl oeeeruoeNr cHrLD
ORGANIZATION N/A
POSITION HELD
POSITION HELD BY f l r ren f] seousr floenenoenr cHtLD
ORGANIZATION N/A
POSITION HELD
POSITION HELD BY ! ruen fl seousr I oeeeNoerur cHrLD
ORGANIZATION N/A
POSITION HELD
POSITION HELD BY fl rrr-en ! seouse floreeruoeNr cHrLD
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
€
Texas Ethics Commission P.O. Box 1207O Austin, Texas 7 87 1 1 -2O7 O ( 5 1 2 ) 4 6 3 - 5 8 0 0 ' t - 8 0 0 - 3 2 5 - 8 5 0 6
EXPENSES AGGEPTED UNDER HONORARIUM EXCEPTION PART 13
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ldentifl any person who provided you with necessary transportation, meals, or lodging, as permitted under section 36.07(b)of the Penal Code, in connection with a conference or similar event in which you rendered services, such as addressing anaudience or participating in a seminar, that were more than perfunctory. Also provide the amount of the expenditures ontransportation, meals, or lodging. You are not required to include items you have already reported as political contributionson a campaign finance report, or expenditures required to be reported by a lobbyist underthe lobby law (chapter 305 of theGovernment Code). For more information, see FORM PFS-INSTRUCTION GUIDE.
PROVIDERNAME ANO AODRESS
Arthur P. Grollman Visiting Professor (travel to Dallas Jan l7-19, 2008)UT Southwestem Medical SchoolDept of Internal Medicine5323Harry Hines BlvdDallas. TX 75390
2AMOUNT
$500 Hon. pd to HSC; rec'd reimb. of $390.24 ; no hotel-stayed w/family in Dallas
PROVIDERWinter Council Meeting (travel to New York, NY Jan 24-28,2008)c/o American Society of Nephrology1725 I Sreet, NW, Suite 510Washinglon, DC 20006
AMOUNTRec'd reimb. of $607.99 airlmeals/incidentals, plus estimated $1276 for hotel
PROVIDERNAME AND ADORESS
NIDDK Advisory Board Council Meeting (travel to Bethesda Jan 29-30, 2008)(US National Institute of Diabetes & Digestive & Kidney Diseases of NIH-NIDDK)c/o National Institutes of Health9000 Rockville PikeBethesda, Maryland 20892
AMOUNTRec'd reimb. of $585.50
PROVIDERNAME AND ADDRESS
Scott & White Healthcare (travel to Temple Mar 6-7 2008)Dept of Intemal Medicine2401 S. 31st StreetTemple, TX 76508
AMOUNT$2000 Grand Rounds Hon. pd to HSC; Rec'd $ I 5 1 .50, plus $ I 20 estimated for hotel
GOPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revls!d 12r01/2008
*'
'exasEthicsCommission P.O.Elox12O7O Aust in, lexas 16111-2OlQ (512)46iJ-bUO(J 1-AOO-325-A5OE
EXPENSES ACCEPTED UNDER HONORARIUM EXCEPTION PARr 13
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ldentify any person who provided you with necessary transportation, meals, or lodging, as permitted under section 36.07(b)of the Penal Code, in connection with a conference or similar event in which you rendered services, such as addressing anaudience or participating in a seminar, that were more than perfunctory. Also provide the amount of the expenditures ontransportation, meals, or lodging. You are not required to include items you have already reported as political contributionson a campaign finance report, or expenditures required to be reported by a lobbyist underthe lobby law (chapter 305 of theGovernment Code). For more information, see FORM PFS-INSTRUCTION GUIDE.
PROVIDERWorld Kidney DaylFinance Committee Meeting (travel to DC Mar 12-14,2008)c/o Arnerican Society of Nephrology1725 I Sfreet, NW, Suite 510Washington, DC 20006
2AMOUNT
Rec'd reimb. of $847.97; plus, estimated 5800 for hotel
PROVIDEhNAME AND ADORESS
American Association of Kidney Patients (travel to Austin, TX Mar 16, 2008)c/o American Society ofNephrology1725 I Steet, NW, Suite 510Washington, DC 20005
AMOUNTRec'd reimbursement of $9 I .91
PROVIDERNAME ANO ADORESS
Beth Israel Deaconess Medical Center @IDMC) Annual Nephrology CourseDept. of Int. Medicine & the lntemat'l Soc. of Nephrology (travel Boston Apr 2-3,2008)Harvard Medical School-Dept of CMEP O Box 825Boston, MA 02117
AMOUNT$1500 Lectures Honorarium payable to HSC; rec'd reimbursement of $757.57
PROVIDERNAME ANO ADORESS
Renal Ventures Management, LLC (travel to Miami, FL, May 4-7,2008)clo 1626 Cole Blvd, Suite 100Lakewoo4 CO 80401
AMOUNT$6000 Lectures Hon. payable to HSC; Rec'd reimb of $2428.79; plus, est. $750 for hotel
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Rovlsed 12t01/2008
$
Texas Ethics Commission P.(J. uox 120lU Austln, lexas 1t'111-:z|J/'0 (512) 46:J-b6(.){J 1-EOO-325-45O6
EXPENSES AGCEPTED UNDER HONORARIUM EXCEPTION PART 13
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ldentify any person who provided you with necessary transportation, meals, or lodging, as permitted under section 36.07(b)of the Penal Code, in connection with a conference or similar event in which you rendered services, such as addressing anaudience or participating in a seminar, that were more than perfunctory, Also provide the amount of the expenditures ontransportation, meals, or lodging. You are not required to include items you have already reported as political contributionson a campaign finance report, or expenditures required to be reported by a lobbyist underthe lobby law (chapter 305 of theGovernment Code). For more information, see FORM PFS--INSTRUCTION GUIDE.
PROVIDERNAME AND ADDRESS
NIDDK Advisory Board Council Meeting (travel to Bethesda May 22-23,2008)(US National Institute of Diabetes & Digestive & Kidney Diseases of NIH-NIDDK)c/o National Institutes of Health9000 Rockville PikeBethesda, Maryland 20892
2AMOUNT
Rec'd reimbursement of $1064
PROVIDERMMEANDADDRESS
Medical Advisory Board (travel to Dehoit June 4-6, 2008)Greenfi eld Health Systems301 00 Telegraph Rd, Suite 200Bingham Farms, MI 48025-45 I 6(Airfare to Detroit included in reimbursed expenses under Henry Ford Hospital below)
AMOUNT$1000 Lecture Hon. pd to HSC; airfare incl below; no hotel-stayed at colleague's home
PROVIDERNAME ANO AOORESS
Henry Ford Hospital (travel to Detroit June 4-6, 2008)Dept. of lntemal Medicine2799 West Grand Blvd.Detroit, M[48202
AMOUNT$1500 Grand Rnds Hon. pd to HSC; rec'd reimb. $1086; no hotel-stayed colleague's hm
PROVIDER CORAL Data Safety Monitoring ""HilXilnt*",. Bethesda June 25-26, 2008)(Cardiovascular Outcome & Renal Artery Lesions-CORAL)c/o National Heart, Blood and Lung Institute3l Center Drive MSC 2486 - Building 31, Room 5452Bethesda. MD 20892
AMOUNTRec'd reimb of $462, plus estimated $300 for hoteVmeals
GOPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Rlvls€d 12l01/2008
f'
Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87'l'l -2O7 Q (512)463-5800 1-800.325-8506
EXPENSES ACCEPTED UNDER HONORARIUM EXCEPTION pARr 13
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ldentify any person who provided you with necessary transportation, meals, or lodging, as permitted under section 36.07(b)of the Penal Code, in connection with a conference or similar event in which you rendered services, such as addressing anaudience or participating in a seminar, that were more than perfunctory. Also provide the amount of the expenditures ontransportation, meals, or lodging. You are not required to include items you have already reported as political contributionson a campaign finance report, orexpenditures required to be reported by a lobbyist underthe lobby law (chapter 305 of theGovernment Code). For more information, see FORM PFS--INSTRUCTION GUIDE.
PROVIDERNAME AND ADDRESS
HALT-PDK Data Safety Monitoring Board Mtg (travel to Bethesda Jul 14-15, '08)
c/o The Scientific Consulting Group, Inc.656 Quince Orchard Road, Suite 210Gaithersburg, MD 20878
'nuourutHonorarium not yet received; rec'd reimbursement of $882.02
PROVIDERGiven Institute (travel to Aspen, CO Jul 20-25, 2008)c/o University of Colorado - School of MedicineDept of Continuing Medical Education4200F.9th AvenueDenver, CO 80262
AMOUNT$2500 Lectrrrres Honorarium payable to HSC; rec'd reimb. of $2496.91
PROVIDERNAME ANDADDRESS
Publications Committee Meeting (travel to Vancouver, BC, Aug 7- I I , 2008)c/o American Society ofNephrology1725 I Street, NW, Suite 510Washington, DC 20006
AMOUNTRec'd reimb. of $1257.71; plus, estimated $1100 for hotel
PROVIDERBoard Course Review (travel to San Francisco, CA, Aug 27-29,2008)c/o American Sociefy ofNephrology1725 I Sheet, NW, Suite 510Washington, DC 20006
AMOUNTRec'd reimbursem€nt of $642.80; plus, estimated $300 for hotels (2)
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
R.vlred 12101,2OOB
(
Texas Elhics Commission P.O. Box 12O7O Austin, Texas 7 87 1 1 -2O7 O (512) 463-5800 1-800-325-8506
EXPENSES ACCEPTED UNDER HONORARIUM EXGEPT|ON pARr 13
! ruoraeelrceale
ldentify any person who provided you with necessary transportation, meals, or lodging, as permitted under section 36.07(b)of the Penal Code, in connection with a conference orsimilar event in which you rendered services, such as addressing anaudience or participating in a seminar, that were more than perfunctory. Also provide the amount of the expenditurei ontransportation, meals, or lodging. You are not required to include items you have already reported as political contributionson a campaign finance report, orexpenditures required to be reported by a lobbyist underthe lobby law (chapter 30b of theGovemment Code). For more information, see FORM PFS--INSTRUCTION GUIDE.
PROVIDERNAME AND ADDRESS
NIDDK Advisory Board Council Meeting (travel to Bethesda Sept 23-24, 200g)(U.S. National Institute of Diabetes & Digestive & Kidney Diseases of NIH-NIDDK)c/o National Institutes of Health9000 Rockville PikeBethesda, MD 20892
2AMOUNT
Rec'd reimbursements of $983.61
PROVIDERs
Annual Meeting (travel to Philadelphia, PA Nov 3-8, 2008)c/o American Society of Nephrology1725 I Street, \IW, Suite 510Washington, DC 20006
AMOUNTRec'd reimbursement of $707.33; plus, estimated $1300 for hotel
PROVIDERNAMEANDADDRESS
St. Luke's Hospital - Dept. of Intemal Medicine (travel to Milwaukee Dec I 0- I I , 2008)Aurora Health CareP O Box 343930Milwaukee. Wl53234
AMOUNT$1000 Grand Rounds Hon. payable to HSC; rec'd reimb. of $551.81
PROVIDERNAMEANDADDRESS
N/A
AMOUNT
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revlsed l2l01/2O08
Texas Ethics Commission P.O. Box 12O7O Austin. Texas 7 87 1 1 -2Q7 O (512)463-5800 1-800-325-8506
INTEREST lN BUSINESS lN COMMON WITH LOBBYIST pARr 14
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ldentify each corporation, firm, partnership, limited partnership, limited liability partnership, professionalcorporation, profes-sional association, joint venture, or other business association, other than a publicly-held corporation, in which you, yourspouse, or a dependent child, and a person registered as a lobbyist under chapter 305 of the Govemment Code that both havean interest. For more information. see FORM PFS-INSTRUCTION GUtDE.
t austNrrss ENTTTYNAME ANO ADDRESS
2 rrutenesr HELD BY n nlen ff seousr ! oeeelloeruT cHrLD
BUSINESS ENTITYNAME ANDADDRESS
INTEREST HELD BY I rren I seouse ! oeeeruoerur cHrLD
BUSINESS ENTITYNAME AND ADDRESS
INTEREST HELD BY I rtrcn flspouse D oepenoeNTcHrLD
BUSINESS ENTITYNAME ANO ADORESS
INTEREST HELD BY fJrtr-rn E spousr I oEperuoeruT cHtLD
BUSINESS ENTIryNAME AND ADDRESS
INTEREST HELD BY I rrrcn n spousE E oeprnorNTcHtLD
COPY AND ATTACH ADDITIONAL PAGES AS NEGESSARY
Revlsad 12l0112008
Texas Ethics Commission P.O. Box'l2O7O Auslin, fexas 7[J711-2O7Q (512) 463-5A0() 1-aOO-325-85O6
FEES RECEIVED FOR SERVICESTO A LOBBYIST OR LOBBYIST'S
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RENDEREDEMPLOYER
PART 15
Report any fee you received for providing services to or on behalf of a person required to be registered as a lobbyist underchapter 305 of the Govemment Code, orfor providing services to oron behalf of a person you actually knowdirectly compen-sates or reimburses a person required to be registered as a lobbyist. Report the name of each person or entity for which theservices were provided, and indicate the category of the amount of each fee. For more information, see FORM PFS--INSTRUCTION GUIDE.
t prRsot{oR ENTtryFOR WHOM SERVICESWERE PROVIDED
2FEE CATEGORY I ress rHAN $5,000 n ss,ooo-$s,gss fl$to,ooo-ozc,gss f]sru'ooo-oR MoRE
PERSON OR ENTITYFOR WHOM SERVICESWERE PROVIDED
FEE CATEGORY f]r-ess rHAN $b,000 ! os,ooo-ss,sss [ $to,ooo-$zt,sss I szs,ooo-oR MoRE
PERSON OR ENTITYFOR WHOM SERVICESWERE PROVIDED
FEE CATEGORY fl r-ess rHAN $s,ooo I ss,ooo-ss,sss f] ot o,ooo-szn,sss fl szs.ooo-oR MoRE
PERSON OR ENTITYFOR WHOM SERVICESWERE PROVIDED
FEE CATEGORY I r-ess rHAN $b,ooo D Es,ooo-$s,gss [ $to,ooo-$za,sss flszs,ooo-oR MoRE
PERSON OR ENTITYFOR WHOM SERVICESWERE PROVIDED
FEE CATEGORY I lrss rHAN $s,ooo f]ss,ooo-gs,sss [$to,ooo--$z+,sss f] szs,ooo-oR MoRE
PERSON OR ENTITYFOR WHOM SERVICESWERE PROVIDED
FEE CATEGORY n r-ess rHAN g5,0oo fl ss,ooo-ts,sss f] $to,ooo-$zl,sss I szs,ooo-oR MoRE
GOPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revlsed r2r0l12008
s'exasEthicsCommission P.O.t lox l2O7O Aust tn, lexas lEl11-2QfU (5 ' lz)4t j :J-54(J( , 1-800-325-4506
REPRESENTATIONSTATEAGENCY
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BY LEGISLATOR BEFORE PART 1 6
This section applies only to members of the lexas Legislature. A member of the Texas Legislature who represents a personfor compensation before a state agency in the executive branch must provide the name of the agency, thename of the person represented, and the category of the amount of the fee received for the representation. For moreinformation, see FORM PFS-INSTRUCTION GUIDE.
Note: Beginning September 1, 2003, legislators may not, for compensation, represent another person before a stateagency in the executive branch. The prohibition does not apply if: (1) the representation is pursuant to an attorney/clientrelationship in a criminal law matter; (2) the representation involves the filing of documents that involve only ministerial actson the part of the agency; or (3) the representation is in regard to a matter for which the legislator was hired beforeSeptember 1, 2003.
1STATE AGENCY
2PERSON REPRESENTED
3FEE CATEGORY ! r-rss rHAN $5,000 [ os,ooo-ss,sss I sto,ooo--sz+,sss f]szs,ooo-oR MoRE
STATE AGENCY
PERSON REPRESENTED
FEE CATEGORY! r-rss rHAN $s,ooo ! ss,ooo-ss,sss fl sro,ooo-sze,sss [ $2s,000-oR MoRE
STATE AGENCY
PERSON REPRESENTED
FEE CATEGORY fl r-essrHANgs,000 [ss,ooo-ss,oss Isto,ooo-oz+,sss Iszs,ooo-oRMoRE
STATE AGENCY
PERSON REPRESENTED
FEE CATEGORY fl l-ss rHAN $s,ooo flss,ooo-ss,sse n sto,ooo-Eza,sss n $2s,000-oR MoRE
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
R€vlsed 12/01/2008
f
TexasEthicsCommission P.O.t jox ' l2O(O Ausi ln, lexas /6t11-2OfO (5 '12)4t '3-56O(J 1-EOO-325-E5O6
BENEFITS DERIVEDPUBLIC SERVANT
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FROM FUNCTIONS HONORING PART 1 7
Section 36.10 of the Penal Code provides that the gift prohibitions set out in section 36.08 of the Penal Code do not applyto a benefit derived from a function in honor or appreciation of a public servant required to file a statement under chapter 572of the Government Code or title 1 5 of the Election Code if the benefit and the source of any benefit over $50 in value are: 1 )reported in the statement and 2) the benefit is used solely to defray expenses that accrue in the performance of duties oractivities in connection with the offlce which are nonreimbursable by the state or a political subdivision. lf such a benefit isreceived and is not reported by the public servant undertitle 15 of the Election Code, the benefit is reportable here. For moreinformation, see FORM PFS--INSTRUCTION GUIDE.
SOURCE OF BENEFITNAME AND AOORESS
2BENEFIT
SOURCE OF BENEFITNAME ANO ADDRESS
BENEFIT
SOURCE OF BENEFITNAME AND ADORESS
BENEFIT
SOURCE OF BENEFITNAME AND AOORESS
BENEFIT
COPY AND ATTACH ADDITIONAL PAGES AS NEGESSARY
Revlsed 12r0112008
f
Texas Ethics Commission P.O. Box 1207O Austin. ' fexas 7 87 11 -2O7 O (s12)463-5800 1-800-325-8506
LEG ISLATIVE GONTIN UANCES
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PART 18
ldentify any legislative continuance that you have applied for or obtained under section 30.003 of the Civil Practiceand Remedies Code, or under another law or rule that requires or permits a court to grant continuances on thegrounds that an attorney for a party is a member or member-elect of the legislature.
t NRtur oF PARTYREPRESENTED
2DATE RETAINED
3STYLE, CAUSE NUMBER,COURT & JURISDICTION
4
DATE OF CONTINUANCEAPPLICATION
5WASCONTINUANCEGMNTED? E ves flruo
NAME OF PARTYREPRESENTED
DATERETAINED
STYLE, CAUSE NUMBER,COURT. &JURISDICTION
DATE OF CONTINUANCEAPPLICATION
WASCONTINUANCEGRANTED? n ves Druo
COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY
Revlsed 12/01/2006
€
Texas Ethics Commission P.O. Box 12O7O Austin, Texas 7 87 11 -2O7O (s12)463-5800 1-800-325.8506
PERSONAL FINANCIAL STATEMENT AFFIDAVIT
The law requires the personal financial statement to be verified. The verification page must have the signature of theindividual required to file the personal financial statement, as well as the signature and stamp or seal of office of a notarypublic or other person authorized by law to adminisler oaths and affirmations. Wthout proper verification, the statementis nol considered filed.
I swear, or affirm, under penalty of perjury, that this financial statementcovers calendar year ending December 31, 2008, and is true and correctand includes all information required to be reported by me under chapter
ADRIENNE R. BUELNotary Publlc, State of Terar
irty Cofiimlsslon opllotArtgust 30, 2012
NOTARY WITHOTJT BOND
AFFIX NOTARY STAMP / SEALABOVE
sworn to and subscribed before me, by the saict I ' '
l ' o^N *Ju, this the 8A day of
20 CIO{ , to certify which, witness my hand and seal of office.
Signature of oflicer administering oath Print name of officer adminislering oath
RevlsGd lZ0l/2008