This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Rex W. Tillerson departed March 13, 2018
State (joined: Feb. 1, 2017)
Secretary of State | $153,800-$210,700 | Financial Disclosure »
Bio, via Department of State via Internet Archive:
A native of Wichita Falls, Texas, Secretary Tillerson earned a Bachelor of Science degree in civil engineering at the University of Texas at Austin before joining Exxon Company, U.S.A. in 1975 as a production engineer. Secretary Tillerson rose through the ranks to become president of the corporation and a member of the board of directors in 2004, and served as ExxonMobil's chairman and chief executive officer from 2006 to 2016. Secretary Tillerson has a longstanding involvement with the Boy Scouts of America, earning its highest rank of Distinguished Eagle Scout in his youth. He is a former member of the Boy Scouts of America’s Executive Committee and served as the National President of the Boy Scouts from 2010 to 2012. Secretary Tillerson is a former member of the American Petroleum Institute and the National Petroleum Council, and was elected to the National Academy of Engineering in 2013. He formerly served as a trustee of the Center for Strategic and International Studies. He was also a member of the Business Roundtable and the Business Council, as well as an honorary trustee of the Business Council for International Understanding, and a member of the Emergency Committee for American Trade. He is a former director of the United Negro College Fund and a former vice-chairman of the Ford’s Theatre Society.
Former Positions Outside Government
- American Petroleum Institute Executive Committee Member
- Bar RR Ranches Co-Owner
- Boy Scouts of America Director (The listed start date is approximate and is based on a good-faith estimate.)
- Business Roundtable Executive Committee Member
- Center for Strategic and International Studies Trustee (The listed start date is approximate and is based on a good-faith estimate.)
- ExxonMobil Corporation Chairman & CEO
- Ford's Theatre Society Vice-Chairman (The listed start date is approximate and is based on a good-faith estimate.)
- R2 Real Estate Managing Member
- The Tillerson Foundation President & Treasurer
Former Compensation Sources
- ExxonMobil Corporation Chairman, Chief Executive Officer
Employment Assets
| Description | Value | Income |
|---|---|---|
| ExxonMobil Corporation, restricted stock units | Over $50,000,000 | Over $5,000,000 |
| ExxonMobil Corporation, deferred compensation: ExxonMobil Defined Contribution Nonqualified Supplemental Savings Plan | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| ExxonMobil Corporation | $10,077,000 | |
| ExxonMobil Corporation | $250,000 | |
| Fidelity Value (FDVLX) | $15,001 - $50,000 | $201 - $1,000 |
| Templeton World A (TEMWX) | $15,001 - $50,000 | $201 - $1,000 |
| ExxonMobil Corporation, Defined Benefit Plan | Over $50,000,000 | None (or less than $201) |
| ExxonMobil 2014 EBU | $500,001 - $1,000,000 | None (or less than $201) |
| ExxonMobil 2015 EBU | $1,000,001 - $5,000,000 | None (or less than $201) |
| ExxonMobil 2016 EBU | $1,000,001 - $5,000,000 | None (or less than $201) |
| ExxonMobil Corporation, Restricted Stock (see part 3 for additional information) | Over $50,000,000 | Over $5,000,000 |
| Defined Contribution ExxonMobil Savings Plan: ESOP ExxonMobil Stock | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| Defined Contribution ExxonMobil Savings Plan: ExxonMobil Stock | $250,001 - $500,000 | $5,001 - $15,000 |
| Defined Contribution ExxonMobil Savings Plan: Common Assets | $1,000,001 - $5,000,000 | None (or less than $201) |
| Bar RR Ranches, LLC (Bartonville, TX horse and cattle ranch) | $5,000,001 - $25,000,000 | None (or less than $201) |
| ExxonMobil Corporation, common stock | Over $50,000,000 | $1,000,001 - $5,000,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Residential Real Estate, Denton County, TX | $100,001 - $250,000 | $5,001 - $15,000 |
| AUGUSTUS INVESTMENT LP | $100,001 - $250,000 | $201 - $1,000 |
| Office Building/Land (Dallas, TX) | $100,001 - $250,000 | $201 - $1,000 |
| PB&J LAND PARTNERS | $15,001 - $50,000 | None (or less than $201) |
| Building on 1 Acre Lot (Dallas, TX) | $15,001 - $50,000 | None (or less than $201) |
| SYLVAN AVENUE DEVELOPMENT | $500,001 - $1,000,000 | None (or less than $201) |
| Multi Family/Retail Mixed Use Development, Dallas TX | $500,001 - $1,000,000 | None (or less than $201) |
| SYLVAN AVENUE RE-FI FUND | $250,001 - $500,000 | None (or less than $201) |
| Multi-Family/Retail Mixed-Use Development, Dallas, TX | $250,001 - $500,000 | None (or less than $201) |
| US Bank Account 1 (cash) | $500,001 - $1,000,000 | $201 - $1,000 |
| US Brokerage Money Market Account #1 (cash) | $50,001 - $100,000 | $201 - $1,000 |
| ACTELION LTD UNSPON ADR | None (or less than $1,001) | $5,001 - $15,000 |
| AIA GROUP LTD SPON ADR | None (or less than $1,001) | $15,001 - $50,000 |
| ALLERGAN PLC SHS | None (or less than $1,001) | $5,001 - $15,000 |
| AMADEUS IT HLDG SA UNSPON ADR | None (or less than $1,001) | $2,501 - $5,000 |
| ANHUI CONCH CEMENT ADR (AHCHY) | $15,001 - $50,000 | $201 - $1,000 |
| ASML HOLDING NV NY REG NEW | None (or less than $1,001) | $1,001 - $2,500 |
| ATLANTIA SPA UNSPONS ADR (AT | $15,001 - $50,000 | $1,001 - $2,500 |
| AVIVA PLC ADR (AV) | $15,001 - $50,000 | $2,501 - $5,000 |
| AXA ADS (AXAHY) | $15,001 - $50,000 | $1,001 - $2,500 |
| BAIDU INC ADS (BIDU) | $1,001 - $15,000 | $2,501 - $5,000 |
| Bper Banca SpA | None (or less than $1,001) | $2,501 - $5,000 |
| BARCLAYS PLC ADR | None (or less than $1,001) | $1,001 - $2,500 |
| BG GROUP PLC | None (or less than $1,001) | $201 - $1,000 |
| BHP BILLITON LTD | None (or less than $1,001) | $5,001 - $15,000 |
| BNP PARIBAS SP ADR REPSTG (BNPQY) | $15,001 - $50,000 | $1,001 - $2,500 |
| BT GP PLC SPON ADR | None (or less than $1,001) | $1,001 - $2,500 |
| BURBERRY GROUP PLC SPONS ADR | None (or less than $1,001) | $1,001 - $2,500 |
| BYD COMPANY LTD UNSPON ADR (BYDDY) | $1,001 - $15,000 | None (or less than $201) |
| CANADIAN NATL RAILWAY CO | None (or less than $1,001) | $5,001 - $15,000 |
| CARREFOUR SA SPONSORED ADR (CRRFY) | $1,001 - $15,000 | $201 - $1,000 |
| CDN PACIFIC RY LTD NEW (CP) | $1,001 - $15,000 | None (or less than $201) |
| CHINA MOBILE LTD | None (or less than $1,001) | $2,501 - $5,000 |
| CHINA PETE&CHEM CP ADS H SHS (SNP) | $15,001 - $50,000 | $201 - $1,000 |
| COMPAGNIE DE ST GOBAIN UNSP (CODYY) | $15,001 - $50,000 | None (or less than $201) |
| COMPAGNIE FIN RICHEMONTAG ADR (CFRUY) | $15,001 - $50,000 | $201 - $1,000 |
| COMPASS GROUP PLC | None (or less than $1,001) | $5,001 - $15,000 |
| CTRIP.COM INTL LTD (CTRP) | $15,001 - $50,000 | None (or less than $201) |
| DAIMLER AG SPONSORED ADR (DDAIY) | $15,001 - $50,000 | $201 - $1,000 |
| DEUTSCHE BOERSE AG UNSPON ADR | None (or less than $1,001) | $201 - $1,000 |
| DEUTSCHE TELEKOM AG 1 ORD 1ADS (DTEGY) | $15,001 - $50,000 | $201 - $1,000 |
| EAST JAPAN RY CO ADR (EJPRY) | $15,001 - $50,000 | $201 - $1,000 |
| ELECTRICITE DE FRANCE ADR (ECIFY) | $1,001 - $15,000 | $1,001 - $2,500 |
| FERROVIAL S A ADR (FRRVY) | $15,001 - $50,000 | None (or less than $201) |
| FREEPORT-MCMORAN INC | None (or less than $1,001) | $201 - $1,000 |
| FRESENIUS SE & CO SPN ADR (FSNUY) | $15,001 - $50,000 | None (or less than $201) |
| GLAXOSMITHKLINE PLC ADS (GSK) | $15,001 - $50,000 | None (or less than $201) |
| HDFC BANK LTD ADR | None (or less than $1,001) | $1,001 - $2,500 |
| HEINEKEN NV SPN ADR (HEINY) | $15,001 - $50,000 | $201 - $1,000 |
| HENNES & MAURITZ | None (or less than $1,001) | $1,001 - $2,500 |
| HONG KONG EXCHANGES & CLEARING (HKXCY) | $15,001 - $50,000 | $201 - $1,000 |
| HOWDEN JOINERY GROUP PLC ADR (HWDJY) | $1,001 - $15,000 | None (or less than $201) |
| IBERDROLA SA SPON ADR (IBDRY) | $15,001 - $50,000 | None (or less than $201) |
| INFINEON TECHNOLOGIES AG (IFNNY) | $1,001 - $15,000 | None (or less than $201) |
| ING GROEP NV ADR (ING) | $15,001 - $50,000 | $2,501 - $5,000 |
| INGENICO GROUP ADR (INGIY) | $1,001 - $15,000 | None (or less than $201) |
| INTERNATIONAL CONS AIRLS GRP | None (or less than $1,001) | $201 - $1,000 |
| INTESA SANPAOLO S.P.A. ADR (ISNPY) | $15,001 - $50,000 | None (or less than $201) |
| JAPAN ARPT TERM CO LTD ADR (JTTRY) | $15,001 - $50,000 | $1,001 - $2,500 |
| JAPAN EXCHANGE GROUP INC (JPXGY) | $15,001 - $50,000 | $1,001 - $2,500 |
| JD COM INC SPON ADR CL A (JD) | $15,001 - $50,000 | None (or less than $201) |
| KINGFISHER PLC SPONS ADR | None (or less than $1,001) | $5,001 - $15,000 |
| KOMATSU LTD SPON ADR NEW (KMTUY) | $1,001 - $15,000 | $201 - $1,000 |
| KONINKLIJKE PHIL EL SP ADR NEW (PHG) | $15,001 - $50,000 | None (or less than $201) |
| KOREA ELECTRIC POWER CORP ADS | None (or less than $1,001) | $2,501 - $5,000 |
| KROTON EDUCACIONAL S A | None (or less than $1,001) | $201 - $1,000 |
| KUBOTA CP ADR | None (or less than $1,001) | $201 - $1,000 |
| LAFARGEHOLCIM ADR (HCMLY) | $15,001 - $50,000 | $201 - $1,000 |
| LEGAL & GENERAL PLC (LGGNY) | $1,001 - $15,000 | None (or less than $201) |
| LINE CORP ADR (LN) | $1,001 - $15,000 | None (or less than $201) |
| LIXIL GROUP CORP ADR | None (or less than $1,001) | $1,001 - $2,500 |
| LLOYDS BANKING GROUP PLC (LYG) | $15,001 - $50,000 | $1,001 - $2,500 |
| LUNDIN PETROLEUM AB UNSP ADR | None (or less than $1,001) | $2,501 - $5,000 |
| LVMH MOET HENNESSY LOUIS VUITT | None (or less than $1,001) | $2,501 - $5,000 |
| MASTERCARD INC CL A | None (or less than $1,001) | $5,001 - $15,000 |
| MITSUBISHI UF J FINCL GRP ADS (MTU) | $15,001 - $50,000 | None (or less than $201) |
| NATL GRID TRANSCO PLC ADS (NGG) | $15,001 - $50,000 | $201 - $1,000 |
| NESTLE SPON ADR REP REG SHR (NSRGY) | $15,001 - $50,000 | $2,501 - $5,000 |
| NIELSEN HLDGS PLC | None (or less than $1,001) | $2,501 - $5,000 |
| NIKE INC B (NKE) | $15,001 - $50,000 | None (or less than $201) |
| NIPPON SHINYAKU CO LTD ADR (NPPNY) | $1,001 - $15,000 | None (or less than $201) |
| NIPPON TELEGRAPH&TELEPHONE ADS (NTT) | $15,001 - $50,000 | $5,001 - $15,000 |
| NOVARTIS AG ADR (NVS) | $15,001 - $50,000 | $5,001 - $15,000 |
| NOVO NORDISK A/S ADR | None (or less than $1,001) | $5,001 - $15,000 |
| NXP SEMICONDUCTORS NV (NXPI) | $15,001 - $50,000 | None (or less than $201) |
| OLYMPUS CORPORATION SPONS ADR | None (or less than $1,001) | $201 - $1,000 |
| PAYPAL HLDGS INC COM | None (or less than $1,001) | $201 - $1,000 |
| PERNOD RICARD SA UNSPONS ADR | None (or less than $1,001) | $201 - $1,000 |
| POTASH CP OF SASKATCHEWAN INC (POT) | $15,001 - $50,000 | None (or less than $201) |
| PRICELINE GRP INC COM NEW | None (or less than $1,001) | $5,001 - $15,000 |
| PROSIEBENSAT 1 MEDIA AG ADR | None (or less than $1,001) | $1,001 - $2,500 |
| PUBLICIS GROUPE SA ADS | None (or less than $1,001) | $201 - $1,000 |
| RAKUTEN INC ADR (RKUNY) | $1,001 - $15,000 | None (or less than $201) |
| RECKITT BENCKISER PLC SPNS ADR (RBGLY) | $1,001 - $15,000 | $201 - $1,000 |
| RENAULT S A ADR | None (or less than $1,001) | $5,001 - $15,000 |
| ROYAL DUTCH SHELL PLC (RDS'A) | $15,001 - $50,000 | None (or less than $201) |
| SABMILLER PLC SPONS ADR | None (or less than $1,001) | $1,001 - $2,500 |
| SAFRAN SA | None (or less than $1,001) | $5,001 - $15,000 |
| SCHLUMBERGER LTD | None (or less than $1,001) | $201 - $1,000 |
| SEVEN & I HLDGS CO LTD ADR (SVNDY) | $1,001 - $15,000 | $201 - $1,000 |
| SHIN ETSU CHEM CO LTD ADR (SHECY) | $1,001 - $15,000 | None (or less than $201) |
| SHIRE PLC ADR (SHPG) | $15,001 - $50,000 | None (or less than $201) |
| SHISEIDO LTD SPON ADR | None (or less than $1,001) | $201 - $1,000 |
| SONY CORP ADR 1974 NEW (SNE) | $1,001 - $15,000 | $1,001 - $2,500 |
| SUEZ ADR | None (or less than $1,001) | $1,001 - $2,500 |
| SUZUKI MTR CORP ADR | None (or less than $1,001) | $1,001 - $2,500 |
| SVENSKA CELLULOSA B SP ADR | None (or less than $1,001) | $201 - $1,000 |
| TAIWAN SMCNDCTR MFG CO LTD ADR | None (or less than $1,001) | $201 - $1,000 |
| TENCENT HLDGS LTD UNSPON ADR | None (or less than $1,001) | $15,001 - $50,000 |
| TOTAL S A SPON ADR (TOT) | $15,001 - $50,000 | None (or less than $201) |
| TOYOTA MOTOR CP ADR NEW | $15,001 - $50,000 | None (or less than $201) |
| UBS GROUP AG SHS (UBS) | $15,001 - $50,000 | $1,001 - $2,500 |
| VINCI SA ADR (VCISY) | $15,001 - $50,000 | $2,501 - $5,000 |
| WIRECARD AG REPSTG COM ADR | None (or less than $1,001) | $2,501 - $5,000 |
| YANDEX N.V. A (YNDX) | $1,001 - $15,000 | None (or less than $201) |
| YUM CHINA HLDNGS (YUMC) | $1,001 - $15,000 | None (or less than $201) |
| ZALANDO SE ADR | None (or less than $1,001) | $2,501 - $5,000 |
| ZTO EXPRESS CAYMAN INC CL A (ZTO) | $1,001 - $15,000 | $2,501 - $5,000 |
| US Brokerage Money Market Account #2 (cash) | $1,001 - $15,000 | None (or less than $201) |
| AIRBUS GROUP (EADSY) | $50,001 - $100,000 | None (or less than $201) |
| Alaska Air (ALK), open position for written call option: 500 shares, strike $95, exp. 7/2017 | $1,001 - $2,500 | |
| ALASKA AIR GROUP INCORPORATED (ALK) | $15,001 - $50,000 | $201 - $1,000 |
| ALIBABA GROUP HLDGS LTD (BABA) | $15,001 - $50,000 | None (or less than $201) |
| AMERICAN EXPRESS CO (AXP) | $50,001 - $100,000 | $1,001 - $2,500 |
| American Express (AXP), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| AMGEN INC (AMGN) | $50,001 - $100,000 | $2,501 - $5,000 |
| Amgen, Inc. (AMGN), closed position for written call option | None (or less than $1,001) | $2,501 - $5,000 |
| APPLE INC (AAPL) | $100,001 - $250,000 | $15,001 - $50,000 |
| Apple, Inc. (AAPL), closed position for written call option | None (or less than $1,001) | $2,501 - $5,000 |
| Apple, Inc. (AAPL), closed position for written call option | None (or less than $1,001) | $5,001 - $15,000 |
| Automatic Data Processing (ADP), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| AUTOMATIC DATA PROCESSING INC | None (or less than $1,001) | $15,001 - $50,000 |
| BOEING CO (BA) | $50,001 - $100,000 | $201 - $1,000 |
| Boeing Co. (BA), closed position for written call option | None (or less than $1,001) | $201 - $1,000 |
| Bristol Myers Squibb (BMY), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| BRISTOL MYERS SQUIBB CO (BMY) | $15,001 - $50,000 | $2,501 - $5,000 |
| Carnival (CCL), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| CARNIVAL CP NEW PAIRED COM (CCL) | $50,001 - $100,000 | $2,501 - $5,000 |
| CATERPILLAR INC (CAT) | $50,001 - $100,000 | $201 - $1,000 |
| Caterpillar, Inc. (CAT), open position for written call option: 500 shares, strike $100, exp. 5/2017 | $1,001 - $2,500 | |
| Caterpillar, Inc. (CAT), open position for written call option: 200 shares, strike $87.50, exp. 2/2017 | $201 - $1,000 | |
| Caterpillar, Inc. (CAT), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| Celgene (CELG), open position for written call option: 300 shares, strike $145, exp. 6/2017 | $1,001 - $2,500 | |
| CELGENE CORP (CELG) | $15,001 - $50,000 | None (or less than $201) |
| CHINA MOBILE LTD (CHL) | $15,001 - $50,000 | $2,501 - $5,000 |
| China Mobile LTD (CHL), closed position for written call option | None (or less than $1,001) | $2,501 - $5,000 |
| CISCO SYS INC (CSCO) | $50,001 - $100,000 | $1,001 - $2,500 |
| CISCO SYS INC | None (or less than $1,001) | $2,501 - $5,000 |
| CITIGROUP INC NEW (C) | $50,001 - $100,000 | None (or less than $201) |
| COCA COLA CO | $15,001 - $50,000 | $1,001 - $2,500 |
| CUMMINS INC (CMI) | $15,001 - $50,000 | $1,001 - $2,500 |
| Cummins, Inc. (CMI), open position for written call option: 300 shares, strike $160, exp. 6/2017 | $1,001 - $2,500 | |
| CVS HEALTH CORP COM (CVX) | $15,001 - $50,000 | $15,001 - $50,000 |
| CVS Health Corp. (CVX), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| D R HORTON INC (DHI) | $50,001 - $100,000 | $1,001 - $2,500 |
| DEERE & CO (DE) | $50,001 - $100,000 | $2,501 - $5,000 |
| Deere & Co. (DE), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| Deere & Co. (DE), open position for written call option: 800 shares, strike $115, exp. 6/2017 | $1,001 - $2,500 | |
| DELTA AIR LINES INC NEW (DAL) | $50,001 - $100,000 | None (or less than $201) |
| EATON CORP PLC SHS (ETN) | $50,001 - $100,000 | $1,001 - $2,500 |
| Eaton Corp (ETN), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| FEDEX CORP (FDX) | $50,001 - $100,000 | $201 - $1,000 |
| FedEx Corp (FDX), closed position for written call option | None (or less than $1,001) | $201 - $1,000 |
| FORD MOTOR CO NEW (F) | $15,001 - $50,000 | None (or less than $201) |
| GENERAL ELECTRIC CO (GE) | $50,001 - $100,000 | $2,501 - $5,000 |
| GENERAL MILLS INC (GIS) | $15,001 - $50,000 | $1,001 - $2,500 |
| GENERAL MTRS CO (GM) | $50,001 - $100,000 | $1,001 - $2,500 |
| GLAXOSMITHKLINE PLC ADS (GSK) | $1,001 - $15,000 | $1,001 - $2,500 |
| Goldman Sachs Group (GS), open position for written call option: 300 shares, strike $270, exp. 6/2017 | $1,001 - $2,500 | |
| GOLDMAN SACHS GRP INC (GS) | $50,001 - $100,000 | None (or less than $201) |
| Goldman Sachs Group (GS), closed position for written call option | None (or less than $1,001) | $201 - $1,000 |
| HONDA MOTOR COMPANY LTD ADR (HMC) | $50,001 - $100,000 | None (or less than $201) |
| Honeywell International, Inc. (HON), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| HONEYWELL INTERNATIONAL INC (HON) | $50,001 - $100,000 | $2,501 - $5,000 |
| INTEL CORP (INTC) | $50,001 - $100,000 | $5,001 - $15,000 |
| Intel Corp. (INTC), open position for written call option: 1600 shares, strike $39, exp. 4/2017 | $1,001 - $2,500 | |
| INTL BUSINESS MACHINES CORP (IBM) | $50,001 - $100,000 | None (or less than $201) |
| JOHNSON & JOHNSON (JNJ) | $50,001 - $100,000 | $2,501 - $5,000 |
| Johnson & Johnson (JNJ), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| Johnson & Johnson (JNJ), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| JPMORGAN CHASE & CO | $100,001 - $250,000 | $2,501 - $5,000 |
| Kraft Foods Group (KRFT), closed position for written call option | None (or less than $1,001) | $201 - $1,000 |
| KRAFT FOODS GROUP INC COM | None (or less than $1,001) | $5,001 - $15,000 |
| LENNAR CORPORATION | $50,001 - $100,000 | $201 - $1,000 |
| LOWES COMPANIES INC | $50,001 - $100,000 | $15,001 - $50,000 |
| Lowes Companies, Inc. (LOW), closed position for written call option | None (or less than $1,001) | $2,501 - $5,000 |
| MAGNA INTERNATIONAL INC | $50,001 - $100,000 | $2,501 - $5,000 |
| MASCO CORP | $50,001 - $100,000 | $2,501 - $5,000 |
| MEDTRONIC PLC SHS | $15,001 - $50,000 | $201 - $1,000 |
| METLIFE INCORPORATED | $50,001 - $100,000 | $2,501 - $5,000 |
| MICROSOFT CORP | $50,001 - $100,000 | $2,501 - $5,000 |
| Microsoft Corp. (MSFT), closed position for written call option | None (or less than $1,001) | $2,501 - $5,000 |
| MONDELEZ INTL INC COM | $15,001 - $50,000 | $201 - $1,000 |
| NIKE INC B | $50,001 - $100,000 | $5,001 - $15,000 |
| Nike Inc. (NKE), closed position for written call option | None (or less than $1,001) | $2,501 - $5,000 |
| Nike Inc. (NKE), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| Nike Inc. (NKE), closed position for written call option | None (or less than $1,001) | $201 - $1,000 |
| NOVARTIS AG ADR | $15,001 - $50,000 | $1,001 - $2,500 |
| Nucor Corp. (NUE), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| Nucor Corp. (NUE), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| NUCOR CORPORATION | None (or less than $1,001) | $5,001 - $15,000 |
| Oracle Corp. (ORCL), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| Oracle Corp. (ORCL), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| ORACLE CORP | None (or less than $1,001) | $5,001 - $15,000 |
| PEPSICO INC NC | $50,001 - $100,000 | $2,501 - $5,000 |
| Pepsico Inc. (PEP), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| PepsiCo Inc. (PEP), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| PROCTER & GAMBLE | $50,001 - $100,000 | $2,501 - $5,000 |
| Prudential Financial (PRU), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| Prudential Financial (PRU), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| PRUDENTIAL FINANCIAL INC | $50,001 - $100,000 | $2,501 - $5,000 |
| QUALCOMM INC | $50,001 - $100,000 | None (or less than $201) |
| Qualcomm, Inc. (QCOM), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| Qualcomm, Inc. (QCOM), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| SANOFI ADR | $15,001 - $50,000 | $1,001 - $2,500 |
| SIEMENS AKTIENGESELLSCHAFT | None (or less than $1,001) | $5,001 - $15,000 |
| SOUTHWEST AIRLINES | $50,001 - $100,000 | $201 - $1,000 |
| STATE STREET CORP | $50,001 - $100,000 | $15,001 - $50,000 |
| TARGET CORPORATION | $50,001 - $100,000 | $201 - $1,000 |
| TIME WARNER INC NEW | $15,001 - $50,000 | $201 - $1,000 |
| Time Warner, Inc. (TWX), open position for written call option: 500 shares, strike $95, exp. 7/2017 | $1,001 - $2,500 | |
| TOPBUILD CORP COM | None (or less than $1,001) | $201 - $1,000 |
| TRAVELERS COMPANIES INC COM | $50,001 - $100,000 | $1,001 - $2,500 |
| UNION PACIFIC CORP | $50,001 - $100,000 | $2,501 - $5,000 |
| Union Pacific Corp. (UNP), closed position for written call option | None (or less than $1,001) | $201 - $1,000 |
| Union Pacific Corp. (UNP), open position for written call option: 600 shares, strike $110, exp. 6/2017 | $2,501 - $5,000 | |
| Union Pacific Corp. (UNP), closed position for written call option | None (or less than $1,001) | $2,501 - $5,000 |
| UNITED TECHNOLOGIES CORP | $50,001 - $100,000 | None (or less than $201) |
| VERIZON COMMUNICATIONS | $50,001 - $100,000 | $2,501 - $5,000 |
| WAL MART STORES INC | $50,001 - $100,000 | $201 - $1,000 |
| Wal Mart Stores, Inc. (WMT), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| Walt Disney Co. (DIS), open position for written call option: 600 shares, strike $115, exp. 1/2017 | $1,001 - $2,500 | |
| Walt Disney Co. (DIS), closed position for written call option | None (or less than $1,001) | $1,001 - $2,500 |
| WALT DISNEY CO HLDG CO (DIS) | $50,001 - $100,000 | $2,501 - $5,000 |
| WELLS FARGO & CO NEW | $50,001 - $100,000 | $201 - $1,000 |
| WHIRLPOOL CORP | $15,001 - $50,000 | None (or less than $201) |
| Morgan Stanley Institutional Liquidity Funds Government Securities Portfolio (MGAXX) | $5,000,001 - $25,000,000 | $201 - $1,000 |
| US Brokerage Money Market Account #3 (cash) | $1,000,001 - $5,000,000 | $2,501 - $5,000 |
| AB INTL GROWTH A (AWPAX) | $1,001 - $15,000 | None (or less than $201) |
| LEANDER, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| LEANDER, TX, BONDS | $1,001 - $15,000 | None (or less than $201) |
| SOCORRO, TX, BONDS | $100,001 - $250,000 | None (or less than $201) |
| SOCORRO, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| ALLEN, TX, BONDS | $100,001 - $250,000 | None (or less than $201) |
| AUBREY, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| BASTROP, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| CEDAR HILL, TX, BONDS | $100,001 - $250,000 | None (or less than $201) |
| CLINT, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| COPPELL, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| DUNCANVILLE, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| EL PASO, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| FORNEY, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| FORNEY, TX, BONDS | $1,001 - $15,000 | None (or less than $201) |
| FRISCO, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| FRISCO, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| GRAPEVINE-COLLEYVILLE, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| GRAPEVINE-COLLEYVILLE, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| LAKE WORTH, TX, BONDS | $1,001 - $15,000 | None (or less than $201) |
| LEANDER, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| LEANDER, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| LEWISVILLE, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| LIBERTY HILL, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| MABANK, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| MIDWAY, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| SHERMAN, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| SOCORRO, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| SOUTH SAN ANTONIO, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| TROY, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| WHITE SETTLEMENT, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| WHITE SETTLEMENT, TX, BONDS | $15,001 - $50,000 | None (or less than $201) |
| WYLIE, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| WYLIE, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| US Brokerage Money Market Account #4 (cash) | $1,001 - $15,000 | None (or less than $201) |
| ABBVIE INC COM (ABBV) | $1,001 - $15,000 | $201 - $1,000 |
| ACCENTURE PLC IRELAND CL A (ACN) | $15,001 - $50,000 | $201 - $1,000 |
| APPLE INC (AAPL) | $15,001 - $50,000 | $201 - $1,000 |
| AT&T INC (T) | $50,001 - $100,000 | $201 - $1,000 |
| BLACKROCK INC (BLK) | $1,001 - $15,000 | $201 - $1,000 |
| CHEVRON CORP (CVX) | $15,001 - $50,000 | $201 - $1,000 |
| CHUBB LTD (CB) | $1,001 - $15,000 | $201 - $1,000 |
| COLGATE PALMOLIVE CO (CL) | $1,001 - $15,000 | $201 - $1,000 |
| CVS HEALTH CORP COM (CVX) | $1,001 - $15,000 | $201 - $1,000 |
| DISCOVER FINCL SVCS (DFS) | $1,001 - $15,000 | $201 - $1,000 |
| EMC CORP MASS | None (or less than $1,001) | $2,501 - $5,000 |
| EXTRA SPACE STORAGE INC (EXR) | $1,001 - $15,000 | None (or less than $201) |
| FIDELITY NATL INFORMATION SE (FIS) | $15,001 - $50,000 | $201 - $1,000 |
| GENERAL MTRS CO (GM) | $15,001 - $50,000 | $201 - $1,000 |
| HONEYWELL INTERNATIONAL INC (HON) | $1,001 - $15,000 | $201 - $1,000 |
| INGERSOLL-RAND PLC SHS (IR) | $1,001 - $15,000 | $201 - $1,000 |
| ITC HOLDINGS | None (or less than $1,001) | $201 - $1,000 |
| JOHNSON & JOHNSON (JNJ) | $1,001 - $15,000 | $201 - $1,000 |
| JPMORGAN CHASE & CO (JPM) | $15,001 - $50,000 | $201 - $1,000 |
| LOCKHEED MARTIN CORP (LMT) | $1,001 - $15,000 | None (or less than $201) |
| LOWES COMPANIES INC (LOW) | $1,001 - $15,000 | $201 - $1,000 |
| MARSH & MCLENNAN COS INC (MMC) | $1,001 - $15,000 | $201 - $1,000 |
| MEDTRONIC PLC SHS (MDT) | $1,001 - $15,000 | $201 - $1,000 |
| MICROSOFT CORP (MSFT) | $15,001 - $50,000 | $201 - $1,000 |
| MONDELEZ INTL INC COM (MDLZ) | $1,001 - $15,000 | None (or less than $201) |
| MONSANTO CO/NEW (MON) | $1,001 - $15,000 | $201 - $1,000 |
| NEXTERA ENERGY INC (NEE) | $1,001 - $15,000 | $201 - $1,000 |
| NIELSEN HLDGS PLC (NLSN) | $1,001 - $15,000 | $201 - $1,000 |
| NOVO NORDISK A/S ADR (NVO) | $1,001 - $15,000 | None (or less than $201) |
| PACKAGING CORP AMER (PKG) | $1,001 - $15,000 | $201 - $1,000 |
| PEPSICO INC NC (PEP) | $15,001 - $50,000 | $201 - $1,000 |
| PFIZER INC (PFE) | $1,001 - $15,000 | $1,001 - $2,500 |
| PHILLIPS 66 COM (PSX) | $15,001 - $50,000 | $201 - $1,000 |
| PRAXAIR INC (PX) | $1,001 - $15,000 | $201 - $1,000 |
| SCHLUMBERGER LTD (SLB) | $1,001 - $15,000 | None (or less than $201) |
| TE CONNECTIVITY LTD NEW (TEL) | $1,001 - $15,000 | $201 - $1,000 |
| UNION PACIFIC CORP (UNP) | $15,001 - $50,000 | $201 - $1,000 |
| UNITEDHEALTH GP INC (UNH) | $15,001 - $50,000 | $1,001 - $2,500 |
| V F CORPORATION (VFC) | $1,001 - $15,000 | None (or less than $201) |
| WALT DISNEY CO HLDG CO (DIS) | $1,001 - $15,000 | None (or less than $201) |
| WEC ENERGY GROUP INC COM (WEC) | $1,001 - $15,000 | $1,001 - $2,500 |
| WELLS FARGO & CO NEW (WFC) | $15,001 - $50,000 | $201 - $1,000 |
| WHIRLPOOL CORP (WHR) | $1,001 - $15,000 | $201 - $1,000 |
| US Brokerage Money Market Account #5 (cash) | $250,001 - $500,000 | $201 - $1,000 |
| Morgan Stanley Institutional Liquidity Funds Government Securities Portfolio (MGAXX) | $1,000,001 - $5,000,000 | $201 - $1,000 |
| ENNIS, TX, BONDS | $100,001 - $250,000 | None (or less than $201) |
| JUDSON, TX, BONDS | $100,001 - $250,000 | None (or less than $201) |
| LAKE DALLAS, TX, BONDS | $100,001 - $250,000 | None (or less than $201) |
| LEANDER, TX, BONDS | $100,001 - $250,000 | None (or less than $201) |
| ROCKWALL, TX, BONDS | $100,001 - $250,000 | None (or less than $201) |
| SCHERTZ-CIBOLO-UNIVERSAL CITY, TX, BONDS | $250,001 - $500,000 | None (or less than $201) |
| WEATHERFORD, TX, BONDS | $50,001 - $100,000 | None (or less than $201) |
| WYLIE, TX, BONDS | $250,001 - $500,000 | None (or less than $201) |
| WYLIE, TX, BONDS | $100,001 - $250,000 | None (or less than $201) |
| HF Renaissance EQ LLC (Underlying assets are not disclosed due to preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| US Brokerage Money Market Account #6 (cash) | $250,001 - $500,000 | None (or less than $201) |
| US Brokerage Money Market Account #7 (cash) | $250,001 - $500,000 | None (or less than $201) |
| R2 Real Estate, LLC (loan to family member) | $250,001 - $500,000 | None (or less than $201) |
| Family Trust #1 | ||
| Exxon Mobil Corp (XOM) | $50,001 - $100,000 | $5,001 - $15,000 |
| JPMorgan U.S. Equity Fund Class L (JMUEX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Parnassus Core Equity Fund - Institutional Shares (PRILX) | $50,001 - $100,000 | $1,001 - $2,500 |
| SPDR S&P 500 ETF Trust (SPY) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| iShares Core S&P Mid Cap ETF (IJH) | $50,001 - $100,000 | $2,501 - $5,000 |
| AMG Managers Pictet International Fund Class I (APCTX) | $50,001 - $100,000 | $201 - $1,000 |
| Dodge & Cox International Stock Fund (DODFX) | $50,001 - $100,000 | $1,001 - $2,500 |
| iShares MSCI EAFE Index Fund (EFA) | $100,001 - $250,000 | $5,001 - $15,000 |
| MFS International Value Fund Class I (MINIX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Brown Advisory - WMC Japan Alpha Opportunities Fund Institutional Shares (BAFJX) | $1,001 - $15,000 | $5,001 - $15,000 |
| iShares MSCI Japan ETF (EWJ) | $15,001 - $50,000 | $201 - $1,000 |
| JPMorgan Global Research Enhanced Index Fund Select Class Shares (JEITX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Chilton Strategic European Equities Fund (CHEUX) | $15,001 - $50,000 | None (or less than $201) |
| Diamond Hill Long Short Fund Class I (DHLSX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Goldman Sachs Strategic Income Fund Institutional Shares (GSZIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| PIMCO Unconstrained Bond Fund Institutional Class (PFIUX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Equinox Campbell Strategy Fund Class I (EBSIX) | $15,001 - $50,000 | None (or less than $201) |
| Equinox IPM Systematic Macro Fund Class I (EQIPX) | $15,001 - $50,000 | None (or less than $201) |
| US Brokerage Cash | $100,001 - $250,000 | $201 - $1,000 |
| JPMorgan Intermediate Tax Free Bond Fund Institutional Class (JITIX) | $100,001 - $250,000 | $5,001 - $15,000 |
| JPMorgan Short-Intermediate Municipal Bond Fund Institutional Class (JIMIX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Dodge & Cox Income Fund (DODIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| DoubleLine Total Return Bond Fund Class I (DBLTX) | $15,001 - $50,000 | $5,001 - $15,000 |
| Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX) | $50,001 - $100,000 | $1,001 - $2,500 |
| JPMorgan Unconstrained Debt Fund Select Class Shares (JSISX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Neuberger Berman High Income Bond Fund Institutional Class (NHILX) | $100,001 - $250,000 | $5,001 - $15,000 |
| JPMorgan Tax Aware Real Return Fund Institutional Class (TXRIX) | $50,001 - $100,000 | $2,501 - $5,000 |
| MFS Emerging Markets Debt Fund Class I (MEDIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| John Hancock Income Fund Class I (JSTIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Family Trust #2 | ||
| Exxon Mobil Corp (XOM) | $50,001 - $100,000 | $5,001 - $15,000 |
| JPMorgan U.S. Equity Fund Class L (JMUEX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Parnassus Core Equity Fund - Institutional Shares (PRILX) | $50,001 - $100,000 | $1,001 - $2,500 |
| SPDR S&P 500 ETF Trust (SPY) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| iShares Core S&P Mid Cap ETF (IJH) | $100,001 - $250,000 | $2,501 - $5,000 |
| AMG Managers Pictet International Fund Class I (APCTX) | $50,001 - $100,000 | $201 - $1,000 |
| Dodge & Cox International Stock Fund (DODFX) | $50,001 - $100,000 | $1,001 - $2,500 |
| iShares MSCI EAFE Index Fund (EFA) | $100,001 - $250,000 | $5,001 - $15,000 |
| MFS International Value Fund Class I (MINIX) | $100,001 - $250,000 | $2,501 - $5,000 |
| iShares MSCI Japan ETF (EWJ) | $15,001 - $50,000 | $201 - $1,000 |
| JPMorgan Global Research Enhanced Index Fund Select Class Shares (JEITX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Chilton Strategic European Equities Fund (CHEUX) | $15,001 - $50,000 | None (or less than $201) |
| Diamond Hill Long Short Fund Class I (DHLSX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Goldman Sachs Strategic Income Fund Institutional Shares (GSZIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| PIMCO Unconstrained Bond Fund Institutional Class (PFIUX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Equinox Campbell Strategy Fund Class I (EBSIX) | $50,001 - $100,000 | None (or less than $201) |
| Equinox IPM Systematic Macro Fund Class I (EQIPX) | $50,001 - $100,000 | None (or less than $201) |
| US Brokerage Cash | $250,001 - $500,000 | $1,001 - $2,500 |
| JPMorgan Intermediate Tax Free Bond Fund Institutional Class (JITIX) | $100,001 - $250,000 | $5,001 - $15,000 |
| JPMorgan Short-Intermediate Municipal Bond Fund Institutional Class (JIMIX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Dodge & Cox Income Fund (DODIX) | $50,001 - $100,000 | $2,501 - $5,000 |
| DoubleLine Total Return Bond Fund Class I (DBLTX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX) | $50,001 - $100,000 | $1,001 - $2,500 |
| JPMorgan Unconstrained Debt Fund Select Class Shares (JSISX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Neuberger Berman High Income Bond Fund Institutional Class (NHILX) | $100,001 - $250,000 | $5,001 - $15,000 |
| JPMorgan Tax Aware Real Return Fund Institutional Class (TXRIX) | $50,001 - $100,000 | $2,501 - $5,000 |
| MFS Emerging Markets Debt Fund Class I (MEDIX) | $50,001 - $100,000 | $2,501 - $5,000 |
| John Hancock Income Fund Class I (JSTIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Family Trust #3 | ||
| Exxon Mobil Corp (XOM) | $50,001 - $100,000 | $5,001 - $15,000 |
| JPMorgan U.S. Equity Fund Class L (JMUEX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Parnassus Core Equity Fund - Institutional Shares (PRILX) | $50,001 - $100,000 | $1,001 - $2,500 |
| SPDR S&P 500 ETF Trust (SPY) | $250,001 - $500,000 | $15,001 - $50,000 |
| iShares Core S&P Mid Cap ETF (IJH) | $50,001 - $100,000 | $2,501 - $5,000 |
| AMG Managers Pictet International Fund Class I (APCTX) | $50,001 - $100,000 | $201 - $1,000 |
| Dodge & Cox International Stock Fund (DODFX) | $50,001 - $100,000 | $1,001 - $2,500 |
| iShares MSCI EAFE Index Fund (EFA) | $100,001 - $250,000 | $5,001 - $15,000 |
| MFS International Value Fund Class I (MINIX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Brown Advisory - WMC Japan Alpha Opportunities Fund Institutional Shares (BAFJX) | $1,001 - $15,000 | $2,501 - $5,000 |
| iShares MSCI Japan ETF (EWJ) | $15,001 - $50,000 | $201 - $1,000 |
| JPMorgan Global Research Enhanced Index Fund Select Class Shares (JEITX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Chilton Strategic European Equities Fund (CHEUX) | $15,001 - $50,000 | None (or less than $201) |
| Diamond Hill Long Short Fund Class I (DHLSX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Goldman Sachs Strategic Income Fund Institutional Shares (GSZIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| PIMCO Unconstrained Bond Fund Institutional Class (PFIUX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Equinox Campbell Strategy Fund Class I (EBSIX) | $15,001 - $50,000 | None (or less than $201) |
| Equinox IPM Systematic Macro Fund Class I (EQIPX) | $15,001 - $50,000 | None (or less than $201) |
| US Brokerage Cash | $100,001 - $250,000 | $201 - $1,000 |
| JPMorgan Intermediate Tax Free Bond Fund Institutional Class (JITIX) | $100,001 - $250,000 | $5,001 - $15,000 |
| JPMorgan Short-Intermediate Municipal Bond Fund Institutional Class (JIMIX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Dodge & Cox Income Fund (DODIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| DoubleLine Total Return Bond Fund Class I (DBLTX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX) | $15,001 - $50,000 | $1,001 - $2,500 |
| JPMorgan Unconstrained Debt Fund Select Class Shares (JSISX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Neuberger Berman High Income Bond Fund Institutional Class (NHILX) | $100,001 - $250,000 | $5,001 - $15,000 |
| JPMorgan Tax Aware Real Return Fund Institutional Class (TXRIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| MFS Emerging Markets Debt Fund Class I (MEDIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| John Hancock Income Fund Class I (JSTIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Family Trust #4 | ||
| Exxon Mobil Corp (XOM) | $50,001 - $100,000 | $5,001 - $15,000 |
| JPMorgan U.S. Equity Fund Class L (JMUEX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Parnassus Core Equity Fund - Institutional Shares (PRILX) | $50,001 - $100,000 | $1,001 - $2,500 |
| SPDR S&P 500 ETF Trust (SPY) | $250,001 - $500,000 | $5,001 - $15,000 |
| iShares Core S&P Mid Cap ETF (IJH) | $50,001 - $100,000 | $2,501 - $5,000 |
| AMG Managers Pictet International Fund Class I (APCTX) | $50,001 - $100,000 | $201 - $1,000 |
| Dodge & Cox International Stock Fund (DODFX) | $50,001 - $100,000 | $1,001 - $2,500 |
| iShares MSCI EAFE Index Fund (EFA) | $100,001 - $250,000 | $5,001 - $15,000 |
| MFS International Value Fund Class I (MINIX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Brown Advisory - WMC Japan Alpha Opportunities Fund Institutional Shares (BAFJX) | $1,001 - $15,000 | $2,501 - $5,000 |
| iShares MSCI Japan ETF (EWJ) | $15,001 - $50,000 | $201 - $1,000 |
| JPMorgan Global Research Enhanced Index Fund Select Class Shares (JEITX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Chilton Strategic European Equities Fund (CHEUX) | $15,001 - $50,000 | None (or less than $201) |
| Diamond Hill Long Short Fund Class I (DHLSX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Goldman Sachs Strategic Income Fund Institutional Shares (GSZIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| PIMCO Unconstrained Bond Fund Institutional Class (PFIUX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Equinox Campbell Strategy Fund Class I (EBSIX) | $15,001 - $50,000 | None (or less than $201) |
| Equinox IPM Systematic Macro Fund Class I (EQIPX) | $15,001 - $50,000 | None (or less than $201) |
| US Brokerage Cash | $100,001 - $250,000 | $201 - $1,000 |
| JPMorgan Intermediate Tax Free Bond Fund Institutional Class (JITIX) | $50,001 - $100,000 | $5,001 - $15,000 |
| JPMorgan Short-Intermediate Municipal Bond Fund Institutional Class (JIMIX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Dodge & Cox Income Fund (DODIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| DoubleLine Total Return Bond Fund Class I (DBLTX) | $15,001 - $50,000 | $5,001 - $15,000 |
| Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX) | $15,001 - $50,000 | $1,001 - $2,500 |
| JPMorgan Unconstrained Debt Fund Select Class Shares (JSISX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Neuberger Berman High Income Bond Fund Institutional Class (NHILX) | $100,001 - $250,000 | $5,001 - $15,000 |
| JPMorgan Tax Aware Real Return Fund Institutional Class (TXRIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| MFS Emerging Markets Debt Fund Class I (MEDIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| John Hancock Income Fund Class I (JSTIX) | $15,001 - $50,000 | $1,001 - $2,500 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| ExxonMobil Corporation ((a) I participate in the ExxonMobil Qualified Defined Benefit Pension Plan, the ExxonMobil Nonqualified Defined Benefit Supplemental Pension Plan, the ExxonMobil Defined Contribution Nonqualified Supplemental Savings Plan, and the ExxonMobil Nonqualified Defined Benefit Additional Payments Plan. I will receive a total distribution of my interests in these plans consistent with the standard terms of these plans, including the ordinary timelines for making distributions. (b) I also have an interest in the Defined Contribution ExxonMobil Savings Plan, which I will divest prior to assuming the duties of the position of Secretary. (c) I hold restricted stock and restricted stock units. Consistent with its longstanding practice, ExxonMobil will authorize me to retain those interests upon retirement. To ensure compliance with government ethics provisions, I will surrender to ExxonMobil all of my outstanding restricted stock awards and restricted stock unit awards for cancellation. Instead, as a substitute for the restricted stock and restricted stock units, the Company will make a cash payment to an independent trustee that will make payments to me on the ordinary schedule for restricted stock and restricted stock units. The trust will invest only in non-conflicting assets, and I will disclose the holdings of this trust in my financial disclosure reports. (d) I hold Earnings Bonus Units (EBUs) for 2014, 2015, and 2016. If I am confirmed, I will forfeit these EBUs. (e) As a retiring ExxonMobil executive, I will be entitled to receive the following standard retiree benefits: retiree medical benefits; use of a product discount credit card; office space and administrative support; financial counseling; and tax preparation services. I will forfeit all of these benefits upon confirmation. I am also entitled to participate in an executive life insurance plan. If I am confirmed, ExxonMobil will, before I assume the duties of the position of Secretary, terminate my participation in this life insurance plan and provide me with a prepaid life insurance policy, with equivalent benefits, through an independent insurer.) | Irving, Texas | I participate in ExxonMobil benefit programs. These programs are discussed in the endnote to this item. | June 16, 1975 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Bar RR Ranches, LLC (Bartonville, TX horse and cattle ranch) | $5,000,001 - $25,000,000 | None (or less than $201) |
Do you know something about Rex W. Tillerson? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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