Annual financial disclosure for 2013, filed February 11, 2014. Includes 41 assets and 5 liabilities.
| Asset | Value |
|---|---|
Personal Account - Chase Bank | $1,001 - $15,000 |
Personal Accounts - Legacy Texas Bank (spouse) | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Roger Williams (RWCD), Weatherford, TX | other | $500,001 - $1,000,000 |
| Roger Williams (Vest), Weatherford, TX | other | $100,001 - $250,000 |
| Legacy Texas Bank | line of credit |
| $15,001 - $50,000 |
Personal Accounts - Legacy Texas Bank | $100,001 - $250,000 |
Texas Bank | $250,001 - $500,000 |
Personal Accounts - Edward Jones (Cash) | $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Invesco Global Small & Mid Cap Growth Fund | N/A |
Invesco Diversified Div Fd A | $1,001 - $15,000 |
American Funds AMCAP Growth Fund CL A | $1,001 - $15,000 |
Davis New York Venture Fund CL A | $1,001 - $15,000 |
Invesco Growth & Income Fund CL A | $1,001 - $15,000 |
CLA (Mutual Fund) Washington High School District Bond | N/A |
| N/A |
| N/A |
| $1,001 - $15,000 |
Perdenales Electric Cooperative (Coastal Credit) | $15,001 - $50,000 |
Rental Property (held and managed by Weichert, Realtors (Crye-Leike)) Weatherford, TX, US | $100,001 - $250,000 |
Williams Irrevocable Life Insurance Trust Fort Worth, Texas, US | $100,001 - $250,000 |
Quintana Energy Partners Houston, Texas, US | $250,001 - $500,000 |
Seacor Company Investments Greenwich, Connecticut, US | N/A |
JRW V LLC Fort Worth, Texas, US | $5,000,001 - $25,000,000 |
Vasty Corporation Weatherford, Texas, US | N/A |
Jack Williams Chevrolet, Inc. Fort Worth, Texas, US | N/A |
SouthWest Ford, Inc., Plymouth Dodge Weatherford, Texas, US | N/A |
Pioneer Motor Cars, Inc. Fort Worth, Texas, US | N/A |
JRW II, LLC Fort Worth, Texas, US | N/A |
Dealer Property Held for Investment Fort Worth, Texas, US | N/A |
Palo Pinto Ranch Graford, Texas, US | $1,000,001 - $5,000,000 |
Westy Corporation | $500,001 - $1,000,000 |
Parkway Place Austin, Texas, US | $250,001 - $500,000 |
Chevold, Inc. | $100,001 - $250,000 |
First Texas BHC, Inc. Fort Worth, Texas, US | $50,001 - $100,000 |
Note Receivable - Roga Investments (Burger Stop) Weatherford, Texas, US | $500,001 - $1,000,000 |
Note Receivable - Stonegate Mansion Corporation Weatherford, Texas, US | $100,001 - $250,000 |
Note Receivable - Congressional Bank | $250,001 - $500,000 |
| N/A |
| $1,000,001 - $5,000,000 |
| Legacy Texas Bank | line of credit | $500,001 - $1,000,000 |
| Legacy Texas Bank | mortgage | $250,001 - $500,000 |
