received adoress / po box: apt / suite #: city; state; zp ... · texas ethics commission p.o. box...

37
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 PFS COVER SHEET Filed in accordance withchapter 572of theGovernment Code. For filings required in2009, 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 Officeof the President - MSC 7834 The University of Texas Health Science Center at San Antonio 7703 Floyd Curl Drive SanAntonio. TX 78229-3900 lcHECK tF FILER'S HOME ADDRESS) 2 ADDRESS AREA CODE PHONE NUMEER: EXTENSION MAR 1 I 2009 REASON FOR FILING STATEMENT E nppotrureo oFFrcER The Universitv of Texas Health Science Center at San Antonio JUDGE SITTING BY ASSIGNMENT flsrnre PARTY cHArR B - Familymembers whose financial activity you are reporting (filermust reporl intormation aboutlhe financial activity of the file/s spouseor dependenl children if the filerhad actual control overthat activily): Mary L. Henrich DEPENDENTCHILD 1. ln Parts 'l ihrough 18, you will disclose your financial activity during the preceding calendar year-In Parts1 through 14, you are required to disclose not onlyyour own financial activity, but alsothat of yourspouse or a dependent childif you had actual control overthat person's financial activity. copy AND ATTACHADDTTTONAL PAGESAS NECESSARYS: r{o,l>r

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Page 1: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 2: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 3: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

p ruoreeRlcRale

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

Page 4: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

G,

Texas Ethics commission P.o. Box 12o7o Austin, Texas 2g711-2o7oexas

STOCK

! ruorneelceale

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

Page 5: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 6: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 7: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 8: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

#

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

Page 9: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

( "

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

Page 10: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 11: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

( '

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

Page 12: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 13: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 14: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 15: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 16: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 17: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 18: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

Page 19: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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

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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

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(

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

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(

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.

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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

Computer Equipment @less rHAN $s,ooo ! $s,ooo-ss,sss

[$to,ooo--sz+,sss f]ozs,ooo-oRMoRE

[rcss rHAN $s,ooo

n:':'*:'*:n:n

[rcss rHAN $s,ooo

n:':':': '':n:'

Ir-ess rHAN g5,ooo

l l ':*:'1:'*

flr-ess rHAN gs,ooo

tr:':'': r':n:n

f] r-ess IHAN $s,ooo

tr:':'*: r':n*

f] r-ess rHAN $s,ooo

tr:':'': r1o:n*

Ir-ess rHAN $s,ooo

n$to,ooo-$z+,sss

flts,ooo-os,sss

Eu1,oo1 0:':1.

Iss,ooo-ss,sss

Eszl,ooy .o: yo1..

[$s,ooo--gs,sss

Iu1,oo1-o:':T'

f]ss,ooo-ss,sss

trr:'*: o: ":i=

Iss,ooo-sg,sss

[sz1,oo1 oi y:*

EEs,ooo-ts.sss

tr:':,*: .o: y:T'

Ios,ooo-ss,sss

flszs,ooo-oR MoRE

COPY AND ATTACH ADDITIONAL PAGES AS NECESSARY

Revl6.d l2l01/2OOg

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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

@ NorReer-tcnare

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

I urss rHAN $s,ooo

tr:':'*: '10:nln

I r-ess rHAN $s,ooo

E y,.o,yo.o s*,sss

D r-Ess rHAN $s,ooo

tr:':':o: r1o:nln

E less rHAN $5,ooo

E 1.'.0'*3 .s'1*.

E r-Ess rHAN gs,ooo

E:':'*: '

E .ess rHAN $s,ooo

nyro'103+:':n:n

f] r-ess rHAN $E,ooo

fl $to,ooo-$zr,ess

[ $s,ooo-$g,gsg

tr:':'*: ol'ol'

flEs,ooo-ss,ggn

tr y1,oo1 o: y:T'

E $s.ooo-Es,sss

tr yzl,ooo-3: ":T.

flou,ooo-on,nnn

E:':':o: ol':T'

E $u,ooo--$n,nnn

E:':,:': ":':i'

E $u,ooo-$r,nrn

Fr:'*: o:y:T'

I gs,ooo-ss,gss

f] szs,ooo-oR MoRE

COPY AND ATTACH ADDITIONAL PAGES AS NEGESSARY

Revi6ed 12,101/2008

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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

f] ruornenucnau

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

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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

! ruorReelrcRar-e

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

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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

[ ruorReRlcRale

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

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*'

'exasEthicsCommission P.O.Elox12O7O Aust in, lexas 16111-2OlQ (512)46iJ-bUO(J 1-AOO-325-A5OE

EXPENSES ACCEPTED UNDER HONORARIUM EXCEPTION PARr 13

fl ruorReeLtcnalr

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

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$

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

[ ruorneeucnale

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

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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

! NorReelcneue

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

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(

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

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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

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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

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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

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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

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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

Page 37: RECEIVED ADORESS / PO BOX: APT / SUITE #: CITY; STATE; ZP ... · Texas Ethics Commission P.O. Box 12O7O Austin. fexas 7 87 11 -2O7 O (512)463-5800 1-A00-325-8506 PERSONAL FINANCIAL

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