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October 15, 2004

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 _

FINANCIAL DISCLOSURE STATEMENT OF

WHITE WIIJ.,IAM H.
(NAME) ------:.,....,..,....,-::-=_ _

LAST FIRST MIDDLE

FOR the period beginning on the

1st day of October, 2003, and ending on the 30th day of September, 2004.

FINANCIAL DISCLOSURE STATEMENTS MUST INCLUDE ALL DATA FOR


THE ENTIRE REPORTING PERIOD ANDSHOULD NOT BE EXECUTED UNT~ AFTER
SEPTEMBER 30, 2004, AND WILL BE TIMELY FILED IF FILED IN THE CITY
SECRETARY'S OFFICE BY OCTOBER 15,2004.

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. ****

INDIVIDVAL REQUIRED TO FILE:


WHITE H.
Name-----::-------------------=...,...-----------::---,-:-::-:-;---­
Last Middle

Address (optional) _

SPOUSE: (If None, write "NONE".)


WHITE ANDREA
Name
~---------------=:-;-------------::~:-:-:----
Last Middle

MEMBERS OF HOUSEHOLD: (If None, write "NONE".)

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:

Category I Less than $1,000

Category II At least $1,000 but less than $10,000

Category III At least $10,000 but less than $50,000

Category IV At least $50,000 but less than $100,000

Category V At least $100,000 but less than $500,000

Category VI At least $500,000 but less than $1,000,000

Category VII $1,000,000 or more

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 I Not more than 5%

Category II Greater than 5% but not more than 10%

Category III Greater than 10% but not more than 15%

Category IV Greater than 15% but not more than 20%

Category V More than 20%

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.

1. For the Individual required to file:


SEE STATEMENT 1

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.)

2. For the Spouse: (If not applicable, write "N/A".)


SELF-EMPIDYED
Name of Employer
NA
Address of Employer
WRITER
Nature of Occupation or Business
.CATEGORY II

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".)

Name of Employer Address Amount of Income

a. NONE

b. _

c. _

d.
-----------------------------
e. _

STATEMENT 1
FINANCIAL DISCLOSURE STATEMENT FOR BILL WHITE FOR PERIOD
ENDING SEPTEMBER 30, 2004
Part I, Line 1

Employer OccupationlBusiness Income

City of Houston Mayor Category V


rd
901 Bagby, 3 floor
Houston, Texas 77002

Bill White Self employed: Category IV


101 Stablewood Court Board fees, consulting
Houston, Texas 77024

Wedge Services, LLC CEO Category III


1415 Louisiana, Suite 3000 (resigned effective
Houston, Texas 77002 December 8, 2003)
II. lfyou are self employed or are an owner, either legally or beneficially, of at least a
20% interest in the legal entity by which you are employed, list the name and
address of each customer or client from whom you or your employer (including a
partnership, trust or co-rporation of any kind) received at least 10% of your gross
income during the reporting period. Such a list shall include only those who become
customers or clients subsequent to the date of appointment ofthe person reporting, or
subsequent to the date the person reporting became associated with the legal entity
employing him or her. The identity ofthe individual patients or clients need not be
disclosed if such income is for the provision of medical, health-related, or legal
services but the category amount of income should be listed, with an explanation that
the income is from patients or clients.

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.)

Name of Source Amount

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.)

Source of Gift Description of Gift


1. NONE

2. _

3. _

4. _

5., _

5
STATEMENT 2
FINANCIAL DISCLOSURE STATEMENT FOR BILL WHITE FOR PERIOD
ENDING SEPTEMBER 30, 2004

Part IV

Identification of Source: Amount

JPMorgan Chase Bank Category I

Merrill Lynch Category III

Merrill Lynch Category I

Merrill Lynch Category V

Goldman Sachs Category IV

Smith Barney Category V

Smith Barney Category IV

Smith Barney Category V

Auction Sales Category II

Rental property: Category III

156 N. 100 West, Moab, Utah


134 N. 100 West, Moab, Utah
Pioneer Drilling Inc. convertible bond Category VI

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

Identification of Source Amount

Smith Barney brokerage account- Children's college fund Category I


Smith Barney brokerage account- Children's college fund Category I
Smith Barney brokerage account- Children's college fund Category I
College Savings Iowa 529 Plan Category IT
College Savings Iowa 529 Plan Category IT
College Savings Iowa 529 Plan Category II
VII. List any business in which you held or owned stock, legally or beneficially, at any
time during the reporting period, which stock is registered and publicly traded in a
recognized exchange (or through the over-the-counter market). List names ofmutual
funds, including names of deferred compensation accounts ("457" account), if any.

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.

Name of Company Street Address

1. NONE

2. _

3. _

4.- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5. _

Does this constitute a 10% or


Nature of Business larger interest in the company?
(Y pc " .. NT -)
1. NO_N_E _

2.. _

3.. _

4.
-------------------------------

STATEMENT 4
FINANCIAL DISCLOSURE STATEMENT FOR BILL WHITE FOR PERIOD
ENDING SEPTEMBER 30, 2004
PART VII

Name of Company

Berkshire Hathaway, Inc.


BJ Services
Brazil Fund, Inc.
Cendant Corporation
Chicago Bridge & Iron
China Mobile Hong Kong, Ltd.
China Telecom Corp, Ltd.
ConocoPhillips
Core Lab N.V.
Credit Suisse High Yield Bond Fund
Crescent Real Estate Equities, Inc.
Dawson Geophysical Co.
El Paso Corp
Ensign Resource Service Group
EOG Resources, Inc.
Exxon Mobile Corp.
Federal Home Loan Mortgage Corp.
Ford Motor Co.
General Motors Corp.
Intel Corporation
Liberty Media Corporation
Liberty Media International, Inc.
Mission Resources Corporation
Mission West Properties, Inc. REIT
OYO Geospace Corp.
Pfizer Inc.
Pioneer Drilling Co.
Precision Drilling Corporation
Redwood Trust Inc.
Shell Transport & Trading Company
Tesoro Petroleum Corporation
Time Warner Inc.
Toll Brothers, Inc.
Valero Energy Corporation
Van Kampen Municipal Income Trust
Walt Disney Co.
Washington Mutual, Inc.
Statement 6 continued

Note: stock in the following companies was entirely disposed of between October 1,
2003 and the filing of this statement:

Crescent Real Estate Equities, Inc.

Liberty Media International, Inc.

Tesoro Petroleum Corporation

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.)

Description Amount or Value

1. u. S. SAVINGS BOND CATEGORY II _


PIONEER DRILLING CONVERTIBLE BOND CATEGORY VII _
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.)

Description of Source Amount or Value

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%.

Description of the Present use % Owned or held


Property (include zip code) of the Property by you (Do not use
the categories listed
on pg. 2)
101 STABLEWCDD COURT RESIDENCE 100%
1.
HOUSTON, TEXAS 77024

2. 7555 KATY FREEWAY INVES'IMENT 100%


HOUSTON, TEXAS 77 0 2 4

3. 156 NORTH 100 WEST RENTAL PROPERTY 100%

MJAB, IITAH 84232


4. 134 NORTH 100 WEST RENTAL PROPERTY 100%
MOAB, UTAH 84232

Description of the Present use of


Property the Property
SEE ATTACHED STATEMENT 5
l.. ~------ _

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

Description State Zip Code

600 Sawatch #108 Arrow at Vail CO 81632 Condominium (dissolved 12/3/03)


99 Durgin Lane Portsmouth NH 03802 Hotel
999 Broadway Saugus MA 01906 Hotel
2400 W. Loop South Houston TX 77027 Hotel
201 Everett Avenue Chelsea MA 02150 Hotel
Sheraton Grand Paradise Is Bahamas Hotel
10 Independence Dr. Chelmsford MA 01824 Hotel/Conf Center
999 Broadway Saugus MA 01906 Office Building
1415 Louisiana Houston TX 77002 Office Building
5373 W. Alabama Houston TX 77056 Office Building
222 S. 15th Street Omaha NE 68102 Office Building
10031 Hempstead Houston TX 77092 Office Warehouse
777 Clay Houston TX 77002 Parking Garage
1401 Louisiana Houston TX 77002 Parking Lot
1308 Travis Houston TX 77002 Parking Lot
Route 4 Box 280 Fredricksburg TX 78624 Ranch (dissolved 12/19/03)
2010 Wilcrest Houston TX 77042 Storage Warehouse
550 South ill 35 Round Rock TX 78681 Storage Warehouse
7835 W Sam Houston Houston TX 77040 Storage Warehouse
7610 Hwy 6 North Houston TX 77095 Storage Warehouse
4155 Fairway PI Dr Pasadena TX 77505 Storage Warehouse
Briar Forest Dr Houston TX 77077 Storage Warehouse
500 Buckingham Richardson TX 75081 Storage Warehouse
2905 Crystal Springs Bedford TX 76021 Storage Warehouse
309 S Bell Cedar Park TX 78630 Storage Warehouse
3676 VanMeter Lexington KY 40510 Thoroughbred Horse Farm
Haras de Mannevillle Deuville France Thoroughbred Horse Farm
SE Qtr Sec 79 BOA Callahan Cty TX Unused
620 Jemee Mill Rd. Sayreville NJ 08872 Unused
4700 Nichols Rd. Bay City TX 77414 Unused
Narne of Person Interest
or Entity Owed Amount of Liability Rate (please use
the categories
listed on the
bottom of pg.
2.
CATEGORY CATEGORY II
1. CHASE MANHATTAN MORTGAGE _

2. NORTHERN TRUST CATEGORY CATEGORY _II

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.

Indicate whether this position


Title of is held by you or by a member
Name of Executive of household and identify the
Business Position Held person holding the position.

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

Name of BusinesslEntity Position Held Held by:

Pioneer Drilling Board member self (resigned)


BJ Services Board member self
Baylor College of Medicine Board member self (resigned)
Pew Hispanic Center Board member self
Greater Houston Partnership Board member self (resigned)
Center of Houston's Future Board member self
Advisory Board of Texas
Environmental Defense Board member self
Advisory Board of MacDonald Observatory Board member self
Houston A-Plus Challenge Board member spouse
Kidcare Secretary spouse
Gulf Coast (a literary magazine) Board member spouse
WEDGE Services, LLC President self (resigned)
WEDGE HOLDINGS, Inc. Vice Chairman, self (resigned)
President, CEO,
Board member
WEDGE Group, Inc. Vice Chairman, self (resigned)
President, CEO,
Board member
BTEC,LLC Board member self (resigned)
WEDGE-BTEC Board member self (resigned)
WEDGE International, Inc. President self (resigned)
WEFIN Corporation Board member self (resigned)
WGI Tyler, LLC Vice President, self (resigned)
Board member
WEDGE Commercial Properties Co Board member self (resigned)
Louisiana 1415, Inc. Board member self (resigned)
WEDGE Properties Management, Inc. Board member self (resigned)
Yorktown General, Inc. Board member self (resigned)
Yorktown Investment, Inc. Board member self (resigned)
WEDGE Development Co, LLC Board member self (resigned)
Stor-A- Way Investments, LLC Board member self (resigned)
WEDGE Energy Group, LLC President, CEO, self (resigned)
Board member
WEDGE Equities Corporation Vice President self (resigned)
OceanWorks International, Inc. Board member self (resigned)
WEDGE Energy Services, LLC President, self (resigned)
Board member
Statement 6 continued

Name of BusinesslEntity Position Held Held by:

WEDGE Hotels Corporation President self (resigned)


Board member
WEDGE Hotels Management Corp. Board member self (resigned)
Te1conInstitute Board member spouse
STATE OF TEXAS §

COUNTY OF §

BEFORE ME, the undersigned authority on this day personally appeared

, who being duly sworn, deposes and says:


------=---;----:-;---------;;~:;::__"""""7""""-----
(Print Name of Affiant)

"I do solemnly swear that the foregoing disclosure statement is in all


things true and correct, and that the information provided therein
constitutes a full and complete statement of the information
requested."

Signature of Affiant

SWORN TO AND SUBSCRIBED BEFORE ME this _ _ _day of

_ _ _ _ _, 2004.

(SEAL)

Notary Public, State of Texas

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