PERSONAL FINANCIAL STATEMENT

Transcription

1 PERSONAL FINANCIAL STATEMENT Filed in accordance with chapter 57 of the Government Code. For filings required in 08, covering calendar year ending December, 07. Use FORM PFS--INSTRUCTION GUIDE when completing this form. TITLE; FIRST; MI The Honorable Paul D. NICK; LAST; SUFFI Workman FORM PFS COVER SHEET PAGE PAGE # 8 ACCOUNT # OFFICE USE ONLY Date Received ELECTRONICALLY FILED 0/0/08 ADDRESS ADDRESS / PO BO; APT / SUITE #; CITY; STATE; ZIP Receipt # HD / PM Amount (CHECK IF FILER'S HOME ADDRESS) Date Processed TELEPHONE NUMBER AREA CODE PHONE NUMBER; ETENSION Date Imaged 4 REASON FOR FILIING STATEMENT CANDIDATE ELECTED OFFICER State Representative District 47 APPOINTED OFFICER EECUTIVE HEAD FORMER OR RETIRED JUDGE SITTING BY ASSIGNMENT STATE PARTY CHAIR OTHER (INDICATE OFFICE) (INDICATE OFFICE) (INDICATE AGENCY) (INDICATE AGENCY) (INDICATE PARTY) (INDICATE POSITION) 5 Family members whose financial activity you are reporting (see instructions). SPOUSE Sherry Workman DEPENDENT CHILD... In Parts through 8, you will disclose your financial activity during the preceding calendar year. In Parts through 4, you are required to disclose not only your own financial activity, but also that of your spouse or a dependent child (see instructions). Version V.0.55

2 SOURCES OF OCCUPATIONAL INCOME PART A INFORMATION RELATES TO EMPLOYMENT EMPLOYED BY ANOTHER FILER SPOUSE DEPENDENT CHILD OF EMPLOYER / POSITION HELD EMPLOYER State of Texas ADDRESS / PO BO; APT / SUITE #; CITY; STATE; ZIP CODE SELF-EMPLOYED State Representative POSITION HELD NATURE OF OCCUPATION INFORMATION RELATES TO FILER SPOUSE DEPENDENT CHILD EMPLOYMENT EMPLOYED BY ANOTHER SELF OF EMPLOYER / POSITION HELD EMPLOYER ADDRESS / PO BO; APT / SUITE #; CITY; STATE; ZIP CODE POSITION HELD SELF-EMPLOYED Workman Construction Advisors NATURE OF OCCUPATION Version V.0.55

3 STOCK PART List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar year and indicate the category of the number of shares held or acquired. If some or all of the stock was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. BUSINESS ENTITY STOCK HELD OR NUMBER OF SHARES ishares Biotechnology Index FILER LESS THAN TO TO 999,000 TO 4,999 LESS THAN 0K 0,000 OR MORE 4 BUSINESS ENTITY Cisco Systems Inc. (CSCO) STOCK HELD OR FILER NUMBER OF SHARES LESS THAN TO TO 999,000 TO 4,999 LESS THAN 0K 0,000 OR MORE BUSINESS ENTITY STOCK HELD OR Cisco Systems Inc. (CSCO) FILER NUMBER OF SHARES LESS THAN TO TO 999,000 TO 4,999 LESS THAN 0K 0,000 OR MORE BUSINESS ENTITY STOCK HELD OR APPLE INC FILER NUMBER OF SHARES LESS THAN TO TO 999,000 TO 4,999 LESS THAN 0K 0,000 OR MORE Version V.0.55

4 STOCK PART List each business entity in which you, your spouse, or a dependent child held or acquired stock during the calendar year and indicate the category of the number of shares held or acquired. If some or all of the stock was sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. BUSINESS ENTITY STOCK HELD OR NUMBER OF SHARES Consolidated Edison FILER LESS THAN TO TO 999,000 TO 4,999 LESS THAN 0K 0,000 OR MORE 4 BUSINESS ENTITY National Oil Well Varco, Inc. STOCK HELD OR FILER NUMBER OF SHARES LESS THAN TO TO 999,000 TO 4,999 LESS THAN 0K 0,000 OR MORE BUSINESS ENTITY STOCK HELD OR Whole Foods FILER NUMBER OF SHARES LESS THAN TO TO 999,000 TO 4,999 LESS THAN 0K 0,000 OR MORE BUSINESS ENTITY STOCK HELD OR NUMBER OF SHARES Now Inc Com FILER LESS THAN TO TO 999,000 TO 4,999 LESS THAN 0K 0,000 OR MORE Version V.0.55

5 BONDS, NOTES & OTHER COMMERCIAL PAPER PART List all bonds, notes, and other commercial paper held or acquired by you, your spouse, or a dependent child during the calendar year. If sold, indicate the category of the amount of the net gain or loss realized from the sale. For more information, see FORM PFS--INSTRUCTION GUIDE. OF INSTRUMENT Note from Edna Chavez - personal loan HELD OR FILER OF INSTRUMENT Note from Ann Aiken - sale of automobile HELD OR FILER Version V.0.55

6 MUTUAL FUNDS PART 4 List each mutual fund and the number of shares in that mutual fund that you, your spouse, or a dependent child held or acquired during the calendar year and indicate the category of the number of shares of mutual funds held or acquired. If some or all of the shares of a mutual fund were sold, also indicate the category of the amount of the net gain or loss realized from the sale. For more nformation, see FORM PFS-- INSTRUCTION GUIDE. MUTUAL FUND SHARES OF MUTUAL FUND NUMBER OF SHARES OF MUTUAL FUND USAA World Growth FILER LESS THAN TO TO 999,000 TO 4,999 5,000 to 9,999 0,000 OR MORE 4 MUTUAL FUND SHARES OF MUTUAL FUND NUMBER OF SHARES OF MUTUAL FUND USAA Intermediate Bond Fund FILER LESS THAN TO TO 999,000 TO 4,999 5,000 to 9,999 0,000 OR MORE Version V.0.55

7 INCOME FROM INTEREST, DIVIDENDS, ROYALTIES & RENTS PART 5 List each source of income you, your spouse, or a dependent child received in excess of $500 that was derived from interest, dividends, royalties, and rents during the calendar year and indicate the category of the amount of the income. For more information, see FORM PFS-- INSTRUCTION GUIDE. SOURCE OF INCOME Publicly held corporation Wells Fargo Bank - interest bearing accounts ADDRESS / PO BO; APT / SUITE #; CITY; STATE; ZIP CODE 404 W GRAY RECEIVED BY AMOUNT HOUSTON, T 7709 FILER $500 - $4,999 $5,000 - $9,999 $0,000 - $4,999 $5,000--OR MORE Version V.0.55

8 PERSONAL NOTES AND LEASE AGREEMENTS PART 6 Identify each guarantor of a loan and each person or financial institution to whom you, your spouse, or a dependent child had a total financial liability of more than $,000 in the form of a personal note or notes or lease agreement at any time during the calendar year and indicate the category of the amount of the liability. For more information, see FORM PFS--INSTRUCTION GUIDE. PERSON OR INSTITUTION HOLDING NOTE OR LEASE AGREEMENT LIABILITY OF GUARANTOR USAA Federal Savings Bank FILER NONE 4 AMOUNT $,000 - $4,999 $5,000 - $9,999 $0,000 - $4,999 $5,000--OR MORE Version V.0.55

9 INTERESTS IN REAL PROPERTY PART 7A Describe all beneficial interests in real property held or acquired by you, your spouse, or a dependent child during the calendar year. If 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. FILER STREET ADDRESS STREET ADDRESS, INCLUDING CITY, COUNTY, AND STATE NOT AVAILABLE CHECK IF FILER'S HOME ADDRESS LOTS ACRES acres Travis NUMBER OF LOTS OR ACRES AND OF COUNTY WHERE LOCATED 4 S OF PERSONS RETAINING AN INTEREST USAA Federal Savings Bank NOT APPLICABLE (SEVERED MINERAL INTEREST) 5 STREET ADDRESS NOT AVAILABLE CHECK IF FILER'S HOME ADDRESS FILER STREET ADDRESS, INCLUDING CITY, COUNTY, AND STATE 84 Highway 6 Buchanan Dam, T LOTS ACRES lots Llano NUMBER OF LOTS OR ACRES AND OF COUNTY WHERE LOCATED S OF PERSONS RETAINING AN INTEREST NOT APPLICABLE (SEVERED MINERAL INTEREST) Version V.0.55

10 INTEREST IN BUSINESS ENTITIES PART 7B Describe all beneficial interests in business entities held or acquired by you, your spouse, or a dependent child during the calendar year. If 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. FILER PD Stephenville Retail Investors, LLC 700 Preston Road Suite 0 Dallas, T 7505 LESS THAN $5,000 $5,000 - $9,999 $0,000 - $4,999 $5,000--OR MORE FILER Phillips Edison Shopping Center REIT PO Box 9 Kansas City, MO FILER Brock Bluebonnet, Ltd. P.O. Box 6040 Austin, T 7876 FILER SPOUSE DEPENDENT CHILD Empowered Training Centre, LLC Gatsby Way Carrollton, T 7500 Version V.0.55

11 INTEREST IN BUSINESS ENTITIES PART 7B Describe all beneficial interests in business entities held or acquired by you, your spouse, or a dependent child during the calendar year. If 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. FILER PD Liberty Plaza GBC, LLC 700 Preston Road Suite 0 Dallas, T 7505 LESS THAN $5,000 $5,000 - $9,999 $0,000 - $4,999 $5,000--OR MORE FILER PD Birdwell-Canton, LLC 700 Preston Road Suite 0 Dallas, T 7505 FILER PD Lamar Paris, LLC 700 Preston Road Suite 0 Dallas, T 7505 FILER PD Palmhurst Investors, LLC 700 Preston Road Suite 0 Dallas, T 7505 Version V.0.55

12 INTEREST IN BUSINESS ENTITIES PART 7B Describe all beneficial interests in business entities held or acquired by you, your spouse, or a dependent child during the calendar year. If 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. FILER PD Renaissance Magnolia, LLC 700 Preston Road Dallas, T 7505 FILER PD Montgomery Trace, LLC 700 Preston Road Dallas, T 7505 FILER N4TB, LLC PO Box 6 Austin, T 7876 FILER Air Mapping Service, LLC Version V.0.55

13 ASSETS OF BUSINESS ASSOCIATIONS PART A Describe all assets of each corporation, firm, partnership, limited partnership, limited liability partnership, professional corporation, professional association, joint venture, or other business association in which you, your spouse, or a dependent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amount of the assets. For more information, see FORM PFS--INSTRUCTION GUIDE. which the child is listed on the Cover Sheet. BUSINESS ASSOCIATION (Check If Filer's Home Address) N4TB, LLC PO Box 6 Austin, T 7876 BUSINESS TYPE Airplane Partnership HELD, ACQUIRED, OR SOLD BY FILER SPOUSE DEPENDENT CHILD 4 ASSETS Beechcraft Bonanza G6 CATEGORY LESS THAN $5,000 $5,000 - $9,999 $0,000 - $4,999 $5,000 OR MORE Version V.0.55

14 ASSETS OF BUSINESS ASSOCIATIONS PART A Describe all assets of each corporation, firm, partnership, limited partnership, limited liability partnership, professional corporation, professional association, joint venture, or other business association in which you, your spouse, or a dependent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amount of the assets. For more information, see FORM PFS--INSTRUCTION GUIDE. which the child is listed on the Cover Sheet. BUSINESS ASSOCIATION (Check If Filer's Home Address) Air Mapping Service, LLC BUSINESS TYPE Data Capture and Processing Service HELD, ACQUIRED, OR SOLD BY FILER SPOUSE DEPENDENT CHILD 4 ASSETS Cash CATEGORY LESS THAN $5,000 $5,000 - $9,999 $0,000 - $4,999 $5,000 OR MORE Drone LESS THAN $5,000 $5,000 - $9,999 $0,000 - $4,999 $5,000 OR MORE Version V.0.55

15 LIABILITIES OF BUSINESS ASSOCIATIONS PART B Describe all liabilities of each corporation, firm, partnership, limited partnership, limited liability partnership, professional corporation, professional association, joint venture, or other business association in which you, your spouse, or a dependent child held, acquired, or sold 50 percent or more of the outstanding ownership and indicate the category of the amount of the assets. For more information, see FORM PFS--INSTRUCTION GUIDE. which the child is listed on the Cover Sheet. BUSINESS ASSOCIATION N4TB, LLC PO Box 6 (Check If Filer's Home Address) BUSINESS TYPE Austin, T 7876 Airplane Partnership HELD, ACQUIRED, OR SOLD BY FILER SPOUSE DEPENDENT CHILD 4 LIABILITIES Bank Note on Beechcaft Bonanza G6 CATEGORY LESS THAN $5,000 $5,000 - $9,999 $0,000 - $4,999 $5,000--OR MORE Version V.0.55

16 BOARDS AND EECUTIVE POSITIONS PART 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 partnerships, 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. which the child is listed on the Cover Sheet. ORGANIZATION Citizens Against Lawsuit Abuse POSITION HELD Board Member POSITION HELD BY FILER SPOUSE DEPENDENT CHILD ORGANIZATION Capitol Area Council of Governments POSITION HELD Advisory Board Member POSITION HELD BY FILER SPOUSE DEPENDENT CHILD Version V.0.55

17 PERSONAL FINANCIAL STATEMENT PARTS MARKED "NOT APPLICABLE" BY FILER FORM PFS COVER SHEET PAGE On this page, indicate any Parts of Form PFS that are not applicable to you. If you do not place a check in a box, then pages for that Part must be included in the report. If you place a check in a box, do NOT include pages for that Part in the report. 6 PARTS NOT APPLICABLE TO FILER N/A Part A - Sources of Occupational Income N/A Part B - Retainers N/A Part - Stock N/A Part - Bonds, Notes & Other Commercial Paper N/A Part 4 - Mutual Funds N/A Part 5 - Income from Interest, Dividends, Royalties & Rents N/A Part 6 - Personal Notes and Lease Agreements N/A Part 7A - Interests in Real Property N/A Part 7B - Interests in Business Entities N/A Part 8 - Gifts N/A Part 9 - Trust Income N/A Part 0A - Blind Trusts N/A Part 0B - Trustee Statement N/A Part A - Assets of Business Associations N/A Part B - Liabilities of Business Associations N/A Part - Boards and Executive Positions N/A Part - Expenses Accepted Under Honorarium Exception N/A Part 4 - Interest in Business in Common with Lobbyist N/A Part 5 - Fees Received for Services Rendered to a Lobbyist or Lobbyist's Employer N/A Part 6 - Representation by Legislator Before State Agency N/A Part 7 - Benefits Derived from Functions Honoring Public Servant N/A Part 8 - Legislative Continuances Version V.0.55

18 PERSONAL FINANCIAL STATEMENT AFFIDAVIT The law requires the personal financial statement to be verified. Without proper verification, the statement is not considered filed. The verification page on a personal statement filed electronically with the Texas Ethics Commission must have the electronic signature of the individual required to file the personal financial statement. The verification page on a personal financial statement filed with an authority other than the Texas Ethics Commission must have the signature of the individual required to file the personal financial statement as wells as the signature and stamp or seal of office of a notary public or other person authorized by law to administer oaths and affirmations. I swear, or affirm, under penalty of perjury, that this financial statement covers calendar year ending December, 07, and is true and correct and includes all information required to be reported by me under chapter 57 of the Government Code. The Honorable Paul D. Workman Signature of Filer AFFI NOTARY STAMP / SEAL ABOVE Sworn to and subscribed before me, by the said, this the day of, 0, to certify which, witness my hand and seal of office. Signature of officer administering oath Printed name of officer administering oath Title of officer administering oath V.0.55