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This document shall acknowledge receipt by the City Attorney's office of the City of
Houston the Financial Disclosure statement for the period October 1, 2003 through
September 30,2004 from William H. (Bill) White delivered on October 15, 2004.
FAILURE TO COMPLY FULLY "lITH THESE FILING REQUIREMENTS MAYRESULT
IN PROSECUTION PURSUANT TO SEC. 1~-26, HOUSTON CODE OF ORDINANCES
ADMINISTRATION
DEPARTMENT _
MAYOR
NA
CANDIDATE FOR THE OFFICE OF _
WHITE WIIJ.,IAM H.
(NAME) ------:.,....,..,....,-::-=_ _
1st day of October, 2003, and ending on the 30th day of September, 2004.
Please type or print in ink. Where additional space is required, please attach pages of the
same size and identify each section of this form that the information on the attached pages
supplements. **** DO NOT LEAVE ANY SPACE BLANK. YOU MUST INSERT THE
WORD "NONE" WHERE APPLICABLE. ****
Address (optional) _
WHITE WIIJ.,IAM F.
Name
Last First Middle
WHITE ELENA
Name
Last First Middle
WHITE STEPHEN F.
Name
Last First Middle
FAILURE TO COMPLY FULLY WITH THESE FILING REQUIREMENTS MAY RESULT
IN PROSECUTION PURSUANT TO SEC. 18-26, HOUSTON CODE OF ORDINANCES
Where a monetary amount is required to be reported, the exact amount need not be reported. The
statement may instead report the category amount as follows:
Where the rate of interest is required to be reported, the exact rate of interest need not be
reported. The statement may instead include the rate of interest by category as follows:
Category III Greater than 10% but not more than 15%
The information provided in items I-XIV below must include the financial
activity of the individual required to report and his or her spouse and mem bers
of the household, if any. Thus the word "you", when used below, means all
members of the household, i.e., the Individual, Spouse, Dependent Children,
Ward, Parent(s) or other Relative(s) who share the same residence or over
whom financial control is exercised. It is not necessary to designate to which
family member any answer refers, unless desired. Completion of item XV is
optional.
1. List all sources (including City of Houston salary) of occupational income you acquired
during the reporting period in excess of $250 per source.
N arne of Employer
NA
Address of Employer
NA
Nature of Occupation or Business
NA
Amount of Occupational Income (Please use categories listed on the top ofpage 2.)
Amount of Occupational Income (Please use categories listed on the top of page 2.)
3. For the Members of the Household: (If not applicable, write "N/A".)
a. NONE
b. _
c. _
d.
-----------------------------
e. _
STATEMENT 1
FINANCIAL DISCLOSURE STATEMENT FOR BILL WHITE FOR PERIOD
ENDING SEPTEMBER 30, 2004
Part I, Line 1
Address
NONE
1. _
2 . _
3.. _
4. _
5.
--------------------------------
III. List all income received as a fee for future, unspecified services, whether received by
you directly or by a business in which you hold a 20% or greater interest.
(Please use categories listed on the top of page 2.)
NONE
1.
2.
3.
4.
5.
IV. List all income in excess of $250 per source you received from interest, dividends,
royalties, rents, and investments. Identification of income source should include
names of applicable financial institutions and companies, and complete addresses of
renial properties. (It is not necessary to report income received from child support.)
(Please use categories listed on the top of page 2.)
Identification of Source Amount
SEE STATEMENT 2
1.- _
2., _
3., _
4., _
5. _
V. List all income in excess of $250 per source received by you as the beneficiary of a
trust. (Please use categories listed on the top of page 2.)
Identification of Source Amount
SEE STATEMENT 3
1. _
2. _
3. _
4. ---.:.-_
5., _
VI. List any person, business entity, or other organization from whom you received a gift
of any money or other thing ofvalue in excess of $250, or a series of gifts from the
same source during the reporting period, the total value of which exceeds $250.
(Excluded from the requirement are gifts received from persons related to you within
the second degree of consanguinity or affinity, meals and beverages received from
any source, and campaign contributions reported as required by State statute.)
(Please use categories listed on the top of page 2.)
2. _
3. _
4. _
5., _
5
STATEMENT 2
FINANCIAL DISCLOSURE STATEMENT FOR BILL WHITE FOR PERIOD
ENDING SEPTEMBER 30, 2004
Part IV
Note: income identified with brokerage firms represents income from securities held in
various accounts.
STATEMENT 3
FINANCIAL DISCLOSURE STATEMENT FOR BILL "'lUTE FOR PERIOD
ENDING SEPTEMBER 30,2004
Part V
Name of Company
1. SEE STATEMENT 4 - _
2. _
3. - _
4.. _
5.. _
VIII. List any business in which you held or owned stock, legally or beneficially, at any time
during the reporting period, which stock is either unregistered, closely held, or not publicly
traded on a recognized exchange (or which is traded through the over-the-counter market)
and state whether the holdings constitute a 10% or larger interest in the company.
1. NONE
2. _
3. _
4.- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5. _
2.. _
3.. _
4.
-------------------------------
STATEMENT 4
FINANCIAL DISCLOSURE STATEMENT FOR BILL WHITE FOR PERIOD
ENDING SEPTEMBER 30, 2004
PART VII
Name of Company
Note: stock in the following companies was entirely disposed of between October 1,
2003 and the filing of this statement:
Core Lab, NV
IX. List all bonds, notes, and other commercial paper held (such as drafts, promissory
notes, certificates of deposits, and checks) or owned, legally or beneficially, at any
time during the reporting period. Include the name(s) of the related financial
institutions and types of bonds, where applicable. If note was issued by an
individual, identify the individual. (Please use categories listed on the top ofpage 2.)
3.,
u.s. TREASURY STRIP lO-YR-SHORTED CATEGORY I _
4., _
X. List all other income you received in excess of$250 (both recurring and nonrecurring
income) during the reporting period, not listed in items I-IX above. Include non
occupational income such as retirement or social security benefits, and indicate the
source (e.g. company or governmental agency) paying the benefits.
(Please use categories listed on the top of page 2.)
1. NONE _
')
3., _
4., _
XI. List all real property in which you hold or held during the reporting period any legal or
beneficial interest. Description of the property should include a street address. Ifthere is no
street address, then explain how to get to the property from a known location, or provide a
county tax account number that could be used to find the property on a county tax map. If
the property is subject to mortgage, please detail mortgage information in Item XIII. Also,
even if the property is subject to a mortgage, and you or you and your spouse own it,
please list as 100%.
2. _
3. _
4. _
5. _
XIII. List all contractual financial responsibilities in excess of $1,000 that are presently
outstanding or that existed at any time during the reporting period. For example, include
mortgages on real property, student loans, and car loans. Excluded from this requirement are
normal household accounts such as those with retail business establishments or bank credit
or debit cards, and campaign loans reported as required by State statute.
STATEMENTS
FINANCIAL DISCLOSURE -STATEMENT FOR BILL WHITE FOR PERIOD ENDING
SEPTEMBER 30, 2004
PART XlI
Real Property Owned During the Period October 1, 2003 through September 30, 2004
By Wedge Group Incorporated Directly or through a Subsidiary
3. _
4. _
5. _
XIV. List all Boards of Directors of which you are a member and all executive positions
which you hold in any business, including corporations, firms, partnerships,
proprietorships, or non-profit organizations.
1. SEE STATEMENT 6
2. _
3. _
4. _
5. _
XV. The Ethics Committee urges that you advise regarding any potential conflicts of
interest with your job. This information is optional and will be used by the Ethics
Committee for advisory opinions where appropriate.
NONE
STATEMENT 6
FINANCIAL DISCLOSURE STATEMENT FOR BILL "'RITE FOR PERIOD
ENDING SEPTEMBER 30, 2004
PART XIV
COUNTY OF §
Signature of Affiant
_ _ _ _ _, 2004.
(SEAL)
My Commission Expires:
NOTE: THE FINANCIAL DISCLOSURE STATEMENT MUST INCLUDE ALL DATA FOR THE
ENTIRE REPORTING YEAR (OCTOBER 1,2003 THROUGH SEPTEMBER 30,2004.)
DO NOT EXECUTE THIS AFFIDAVIT PRIOR TO OCTOBER 1,2004.
HIETHICS04\2004FDS.DOC