Professional Documents
Culture Documents
Tillerson Assets
Tillerson Assets
Electronic Signature - I certify that the statements I have made in this form are true, complete and correct to the best of my knowledge.
/s/ Tillerson, Rex Wayne [electronically signed on 12/31/2016 by Tillerson, Rex Wayne in Integrity.gov]
Agency Ethics Official's Opinion - On the basis of information contained in this report, I conclude that the filer is in compliance with applicable laws and regulations
(subject to any comments below).
/s/ McManus, Katherine D, Certifying Official [electronically signed on 01/03/2017 by McManus, Katherine D in Integrity.gov]
ORGANIZATION NAME
CITY, STATE
ORGANIZATION
TYPE
POSITION HELD
FROM
TO
ExxonMobil Corporation
Irving, Texas
Corporation
Chairman &
CEO
1/2006
12/2016
Fort Worth,
Texas
Private
Charitable
Foundation
President &
Treasurer
8/2016
Present
Bar RR Ranches
Bartonville,
Texas
LLC
Co-Owner
7/2007
Present
R2 Real Estate
Bartonville,
Texas
LLC
Managing
Member
3/2016
Present
See Endnote
Washington,
District of
Columbia
Non-Profit
Vice-Chairman
6/2007
Present
See Endnote
Washington,
District of
Columbia
Non-Profit
Trustee
6/2005
Present
See Endnote
Non-Profit
Director
6/2005
Present
Business Roundtable
Washington,
District of
Columbia
Non-Profit
Executive
Committee
Member
5/2008
12/2016
Washington,
District of
Columbia
Trade Group
Executive
Committee
Member
1/2006
12/2016
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
N/A
Over
$50,000,000
Dividends
Over $5,000,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
N/A
$1,000,001 $5,000,000
Interest
Dividends
$15,001 $50,000
ExxonMobil Corporation
N/A
Salary/Bonus
$10,077,000
ExxonMobil Corporation
N/A
Imputed income
on benefits
$250,000
Yes
$15,001 $50,000
$201 - $1,000
Yes
$15,001 $50,000
$201 - $1,000
See Endnote
N/A
Over
$50,000,000
See Endnote
N/A
$500,001 $1,000,000
N/A
$1,000,001 $5,000,000
10
N/A
$1,000,001 $5,000,000
11
N/A
Over
$50,000,000
Dividends
Over $5,000,000
12
See Endnote
N/A
$1,000,001 $5,000,000
Dividends
$15,001 $50,000
13
See Endnote
N/A
$250,001 $500,000
Dividends
$5,001 - $15,000
14
See Endnote
No
$1,000,001 $5,000,000
15
N/A
$5,000,001 $25,000,000
16
N/A
Over
$50,000,000
See Endnote
See Endnote
Dividends
$1,000,001 $5,000,000
EMPLOYER OR PARTY
ExxonMobil Corporation
See Endnote
CITY, STATE
DATE
Irving, Texas
6/1975
SOURCE NAME
CITY, STATE
ExxonMobil Corporation
Irving, Texas
DESCRIPTION
EIF
VALUE
N/A
$5,000,001 $25,000,000
INCOME TYPE
INCOME
AMOUNT
None (or less
than $201)
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
N/A
$100,001 $250,000
Rent or
Royalties
$5,001 - $15,000
AUGUSTUS INVESTMENT LP
No
$100,001 $250,000
Rent or
Royalties
$201 - $1,000
2.1
N/A
$100,001 $250,000
Rent or
Royalties
$201 - $1,000
No
$15,001 $50,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
3.1
N/A
$15,001 $50,000
No
$500,001 $1,000,000
4.1
N/A
$500,001 $1,000,000
No
$250,001 $500,000
5.1
N/A
$250,001 $500,000
N/A
$500,001 $1,000,000
Interest
$201 - $1,000
N/A
$50,001 $100,000
Interest
$201 - $1,000
N/A
Dividends
Capital Gains
$5,001 - $15,000
N/A
Dividends
Capital Gains
$15,001 $50,000
10
N/A
Dividends
Capital Gains
$5,001 - $15,000
11
N/A
Dividends
Capital Gains
$2,501 - $5,000
12
N/A
$15,001 $50,000
Dividends
$201 - $1,000
13
N/A
Dividends
Capital Gains
$1,001 - $2,500
14
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
15
N/A
$15,001 $50,000
Dividends
$2,501 - $5,000
16
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
17
N/A
$1,001 - $15,000
Dividends
$2,501 - $5,000
18
N/A
Dividends
Capital Gains
$2,501 - $5,000
19
N/A
Dividends
Capital Gains
$1,001 - $2,500
20
BG GROUP PLC
N/A
Dividends
Capital Gains
$201 - $1,000
21
N/A
Dividends
Capital Gains
$5,001 - $15,000
22
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
23
N/A
Dividends
Capital Gains
$1,001 - $2,500
24
N/A
Dividends
Capital Gains
$1,001 - $2,500
25
N/A
$1,001 - $15,000
26
N/A
Dividends
Capital Gains
$5,001 - $15,000
27
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
28
N/A
$1,001 - $15,000
29
N/A
Dividends
Capital Gains
$2,501 - $5,000
30
N/A
$15,001 $50,000
Dividends
$201 - $1,000
31
N/A
$15,001 $50,000
32
N/A
$15,001 $50,000
Dividends
$201 - $1,000
33
N/A
Dividends
Capital Gains
$5,001 - $15,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
34
N/A
$15,001 $50,000
35
N/A
$15,001 $50,000
Dividends
$201 - $1,000
36
N/A
Dividends
Capital Gains
$201 - $1,000
37
N/A
$15,001 $50,000
Dividends
$201 - $1,000
38
N/A
$15,001 $50,000
Dividends
$201 - $1,000
39
N/A
$1,001 - $15,000
Dividends
$1,001 - $2,500
40
N/A
$15,001 $50,000
41
FREEPORT-MCMORAN INC
N/A
42
N/A
$15,001 $50,000
43
N/A
$15,001 $50,000
44
N/A
Dividends
Capital Gains
$1,001 - $2,500
45
N/A
$15,001 $50,000
Dividends
$201 - $1,000
46
N/A
Dividends
Capital Gains
$1,001 - $2,500
47
N/A
$15,001 $50,000
Dividends
$201 - $1,000
48
N/A
$1,001 - $15,000
49
N/A
$15,001 $50,000
$201 - $1,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
50
N/A
$1,001 - $15,000
51
N/A
$15,001 $50,000
52
N/A
$1,001 - $15,000
53
N/A
54
N/A
$15,001 $50,000
55
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
56
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
57
N/A
$15,001 $50,000
58
N/A
Dividends
Capital Gains
$5,001 - $15,000
59
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
60
N/A
$15,001 $50,000
61
N/A
Dividends
Capital Gains
$2,501 - $5,000
62
KROTON EDUCACIONAL S A
N/A
Dividends
Capital Gains
$201 - $1,000
63
KUBOTA CP ADR
N/A
Dividends
Capital Gains
$201 - $1,000
64
N/A
$15,001 $50,000
Dividends
$201 - $1,000
65
N/A
$1,001 - $15,000
$2,501 - $5,000
None (or less
than $201)
Dividends
Capital Gains
$201 - $1,000
None (or less
than $201)
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
66
N/A
$1,001 - $15,000
67
N/A
Dividends
Capital Gains
$1,001 - $2,500
68
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
69
N/A
Dividends
Capital Gains
$2,501 - $5,000
70
N/A
Dividends
Capital Gains
$2,501 - $5,000
71
MASTERCARD INC CL A
N/A
Dividends
Capital Gains
$5,001 - $15,000
72
N/A
$15,001 $50,000
73
N/A
$15,001 $50,000
Dividends
$201 - $1,000
74
N/A
$15,001 $50,000
Dividends
$2,501 - $5,000
75
N/A
Dividends
Capital Gains
$2,501 - $5,000
76
N/A
$15,001 $50,000
77
N/A
$1,001 - $15,000
78
N/A
$15,001 $50,000
Dividends
$5,001 - $15,000
79
N/A
$15,001 $50,000
Dividends
$5,001 - $15,000
80
N/A
Dividends
Capital Gains
$5,001 - $15,000
81
N/A
$15,001 $50,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
82
N/A
Dividends
Capital Gains
$201 - $1,000
83
N/A
Dividends
Capital Gains
$201 - $1,000
84
N/A
Dividends
Capital Gains
$201 - $1,000
85
N/A
$15,001 $50,000
86
N/A
Dividends
Capital Gains
$5,001 - $15,000
87
N/A
Dividends
Capital Gains
$1,001 - $2,500
88
N/A
Dividends
Capital Gains
$201 - $1,000
89
N/A
$1,001 - $15,000
90
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
91
RENAULT S A ADR
N/A
Dividends
Capital Gains
$5,001 - $15,000
92
N/A
$15,001 $50,000
93
N/A
Dividends
Capital Gains
$1,001 - $2,500
94
SAFRAN SA
N/A
Dividends
Capital Gains
$5,001 - $15,000
95
SCHLUMBERGER LTD
N/A
Dividends
Capital Gains
$201 - $1,000
96
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
97
N/A
$1,001 - $15,000
98
N/A
$15,001 $50,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
99
N/A
Dividends
Capital Gains
$201 - $1,000
100
N/A
$1,001 - $15,000
Dividends
$1,001 - $2,500
101
SUEZ ADR
N/A
Dividends
Capital Gains
$1,001 - $2,500
102
N/A
Dividends
Capital Gains
$1,001 - $2,500
103
N/A
Dividends
Capital Gains
$201 - $1,000
104
N/A
Dividends
Capital Gains
$201 - $1,000
105
N/A
Dividends
Capital Gains
$15,001 $50,000
106
N/A
$15,001 $50,000
107
N/A
$15,001 $50,000
108
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
109
N/A
$15,001 $50,000
Dividends
$2,501 - $5,000
110
N/A
Dividends
Capital Gains
$2,501 - $5,000
111
N/A
$1,001 - $15,000
112
N/A
$1,001 - $15,000
113
ZALANDO SE ADR
N/A
Dividends
Capital Gains
$2,501 - $5,000
114
N/A
$1,001 - $15,000
Dividends
$2,501 - $5,000
115
N/A
$1,001 - $15,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
116
N/A
$50,001 $100,000
117
N/A
118
N/A
$15,001 $50,000
119
N/A
$15,001 $50,000
120
N/A
$50,001 $100,000
Dividends
$1,001 - $2,500
121
N/A
Capital Gains
$1,001 - $2,500
122
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
123
N/A
Capital Gains
$2,501 - $5,000
124
N/A
$100,001 $250,000
Dividends
$15,001 $50,000
125
N/A
Capital Gains
$2,501 - $5,000
126
N/A
Capital Gains
$5,001 - $15,000
127
N/A
Capital Gains
$1,001 - $2,500
128
N/A
Dividends
Capital Gains
$15,001 $50,000
129
BOEING CO (BA)
N/A
$50,001 $100,000
Dividends
$201 - $1,000
130
N/A
Capital Gains
$201 - $1,000
131
N/A
Capital Gains
$1,001 - $2,500
$1,001 - $2,500
Dividends
$201 - $1,000
None (or less
than $201)
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
132
N/A
$15,001 $50,000
Dividends
$2,501 - $5,000
133
N/A
Capital Gains
$1,001 - $2,500
134
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
135
N/A
$50,001 $100,000
Dividends
$201 - $1,000
136
N/A
Capital Gains
$1,001 - $2,500
137
N/A
Capital Gains
$201 - $1,000
138
N/A
Capital Gains
$1,001 - $2,500
139
N/A
Capital Gains
$1,001 - $2,500
140
N/A
$15,001 $50,000
141
N/A
$15,001 $50,000
Dividends
$2,501 - $5,000
142
N/A
Capital Gains
$2,501 - $5,000
143
N/A
$50,001 $100,000
Dividends
$1,001 - $2,500
144
N/A
Dividends
Capital Gains
$2,501 - $5,000
145
N/A
$50,001 $100,000
146
COCA COLA CO
N/A
$15,001 $50,000
$1,001 - $2,500
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
147
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
148
N/A
Capital Gains
$1,001 - $2,500
149
N/A
$15,001 $50,000
Dividends
$15,001 $50,000
150
N/A
Capital Gains
$1,001 - $2,500
151
N/A
$50,001 $100,000
Dividends
$1,001 - $2,500
152
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
153
N/A
Capital Gains
$1,001 - $2,500
154
N/A
Capital Gains
$1,001 - $2,500
155
N/A
$50,001 $100,000
156
N/A
$50,001 $100,000
Dividends
$1,001 - $2,500
157
N/A
Capital Gains
$1,001 - $2,500
158
N/A
$50,001 $100,000
Dividends
$201 - $1,000
159
N/A
Capital Gains
$201 - $1,000
160
N/A
$15,001 $50,000
161
N/A
$50,001 $100,000
$2,501 - $5,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
162
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
163
N/A
$50,001 $100,000
Dividends
$1,001 - $2,500
164
N/A
$1,001 - $15,000
Dividends
$1,001 - $2,500
165
N/A
Capital Gains
$1,001 - $2,500
166
N/A
$50,001 $100,000
167
N/A
168
N/A
$50,001 $100,000
169
N/A
Capital Gains
$1,001 - $2,500
170
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
171
N/A
$50,001 $100,000
Dividends
$5,001 - $15,000
172
N/A
Capital Gains
$1,001 - $2,500
173
N/A
$50,001 $100,000
174
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
175
N/A
Capital Gains
$1,001 - $2,500
176
N/A
Capital Gains
$1,001 - $2,500
177
N/A
$100,001 $250,000
Dividends
$2,501 - $5,000
$201 - $1,000
None (or less
than $201)
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
178
N/A
Capital Gains
$201 - $1,000
179
N/A
Dividends
Capital Gains
$5,001 - $15,000
180
LENNAR CORPORATION
N/A
$50,001 $100,000
Dividends
$201 - $1,000
181
N/A
$50,001 $100,000
Dividends
$15,001 $50,000
182
N/A
Capital Gains
$2,501 - $5,000
183
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
184
MASCO CORP
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
185
N/A
$15,001 $50,000
Dividends
$201 - $1,000
186
METLIFE INCORPORATED
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
187
MICROSOFT CORP
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
188
N/A
Capital Gains
$2,501 - $5,000
189
N/A
$15,001 $50,000
Dividends
$201 - $1,000
190
NIKE INC B
N/A
$50,001 $100,000
Dividends
$5,001 - $15,000
191
N/A
Capital Gains
$2,501 - $5,000
192
N/A
Capital Gains
$1,001 - $2,500
193
N/A
Capital Gains
$201 - $1,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
194
NOVARTIS AG ADR
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
195
N/A
Capital Gains
$1,001 - $2,500
196
N/A
Capital Gains
$1,001 - $2,500
197
NUCOR CORPORATION
N/A
Dividends
Capital Gains
$5,001 - $15,000
198
N/A
Capital Gains
$1,001 - $2,500
199
N/A
Capital Gains
$1,001 - $2,500
200
ORACLE CORP
N/A
Dividends
Capital Gains
$5,001 - $15,000
201
PEPSICO INC NC
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
202
N/A
Capital Gains
$1,001 - $2,500
203
N/A
Capital Gains
$1,001 - $2,500
204
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
205
N/A
Capital Gains
$1,001 - $2,500
206
N/A
Capital Gains
$1,001 - $2,500
207
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
208
QUALCOMM INC
N/A
$50,001 $100,000
209
N/A
$1,001 - $2,500
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
210
N/A
Capital Gains
$1,001 - $2,500
211
SANOFI ADR
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
212
SIEMENS AKTIENGESELLSCHAFT
N/A
Dividends
Capital Gains
$5,001 - $15,000
213
SOUTHWEST AIRLINES
N/A
$50,001 $100,000
Dividends
$201 - $1,000
214
N/A
$50,001 $100,000
Dividends
$15,001 $50,000
215
TARGET CORPORATION
N/A
$50,001 $100,000
Dividends
$201 - $1,000
216
N/A
$15,001 $50,000
Dividends
$201 - $1,000
217
N/A
Capital Gains
$1,001 - $2,500
218
N/A
Dividends
Capital Gains
$201 - $1,000
219
N/A
$50,001 $100,000
Dividends
$1,001 - $2,500
220
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
221
N/A
Capital Gains
$201 - $1,000
222
N/A
Capital Gains
$2,501 - $5,000
223
N/A
Capital Gains
$2,501 - $5,000
224
N/A
$50,001 $100,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
225
VERIZON COMMUNICATIONS
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
226
N/A
$50,001 $100,000
Dividends
$201 - $1,000
227
N/A
Capital Gains
$1,001 - $2,500
228
N/A
Capital Gains
$1,001 - $2,500
229
N/A
Capital Gains
$1,001 - $2,500
230
N/A
$50,001 $100,000
Dividends
$2,501 - $5,000
231
N/A
$50,001 $100,000
Dividends
$201 - $1,000
232
WHIRLPOOL CORP
N/A
$15,001 $50,000
233
Yes
$5,000,001 $25,000,000
$201 - $1,000
234
N/A
$1,000,001 $5,000,000
235
Yes
$1,001 - $15,000
236
N/A
$50,001 $100,000
237
N/A
$1,001 - $15,000
238
N/A
$100,001 $250,000
239
N/A
$50,001 $100,000
240
N/A
$100,001 $250,000
Interest
$2,501 - $5,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
241
N/A
$15,001 $50,000
242
N/A
$15,001 $50,000
243
N/A
$100,001 $250,000
244
N/A
$50,001 $100,000
245
N/A
$15,001 $50,000
246
N/A
$50,001 $100,000
247
N/A
$50,001 $100,000
248
N/A
$50,001 $100,000
249
N/A
$1,001 - $15,000
250
N/A
$50,001 $100,000
251
N/A
$15,001 $50,000
252
N/A
$15,001 $50,000
253
N/A
$15,001 $50,000
254
N/A
$1,001 - $15,000
255
N/A
$15,001 $50,000
256
N/A
$15,001 $50,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
257
N/A
$15,001 $50,000
258
N/A
$15,001 $50,000
259
N/A
$15,001 $50,000
260
N/A
$15,001 $50,000
261
N/A
$15,001 $50,000
262
N/A
$15,001 $50,000
263
N/A
$50,001 $100,000
264
N/A
$50,001 $100,000
265
N/A
$50,001 $100,000
266
N/A
$15,001 $50,000
267
N/A
$50,001 $100,000
268
N/A
$50,001 $100,000
269
N/A
$1,001 - $15,000
270
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
271
N/A
$15,001 $50,000
Dividends
$201 - $1,000
272
N/A
$15,001 $50,000
Dividends
$201 - $1,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
273
N/A
$50,001 $100,000
Dividends
$201 - $1,000
274
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
275
N/A
$15,001 $50,000
Dividends
$201 - $1,000
276
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
277
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
278
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
279
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
280
N/A
Dividends
Capital Gains
$2,501 - $5,000
281
N/A
$1,001 - $15,000
282
N/A
$15,001 $50,000
Dividends
$201 - $1,000
283
N/A
$15,001 $50,000
Dividends
$201 - $1,000
284
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
285
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
286
ITC HOLDINGS
N/A
Dividends
Capital Gains
$201 - $1,000
287
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
288
N/A
$15,001 $50,000
Dividends
$201 - $1,000
289
N/A
$1,001 - $15,000
290
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
291
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
292
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
293
N/A
$15,001 $50,000
Dividends
$201 - $1,000
294
N/A
$1,001 - $15,000
295
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
296
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
297
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
298
N/A
$1,001 - $15,000
299
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
300
N/A
$15,001 $50,000
Dividends
$201 - $1,000
301
N/A
$1,001 - $15,000
Dividends
$1,001 - $2,500
302
N/A
$15,001 $50,000
Dividends
$201 - $1,000
303
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
304
N/A
$1,001 - $15,000
305
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
306
N/A
$15,001 $50,000
Dividends
$201 - $1,000
307
N/A
$15,001 $50,000
Dividends
$1,001 - $2,500
308
V F CORPORATION (VFC)
N/A
$1,001 - $15,000
309
N/A
$1,001 - $15,000
310
N/A
$1,001 - $15,000
Dividends
$1,001 - $2,500
311
N/A
$15,001 $50,000
Dividends
$201 - $1,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
312
N/A
$1,001 - $15,000
Dividends
$201 - $1,000
313
N/A
$250,001 $500,000
Interest
$201 - $1,000
314
Yes
$1,000,001 $5,000,000
$201 - $1,000
315
N/A
$100,001 $250,000
316
N/A
$100,001 $250,000
317
N/A
$100,001 $250,000
318
N/A
$100,001 $250,000
319
N/A
$100,001 $250,000
320
N/A
$250,001 $500,000
321
N/A
$50,001 $100,000
322
N/A
$250,001 $500,000
323
N/A
$100,001 $250,000
324
HF Renaissance EQ LLC
No
$500,001 $1,000,000
325
N/A
$250,001 $500,000
326
N/A
$250,001 $500,000
327
N/A
$250,001 $500,000
328
Family Trust #1
No
See Endnote
Dividends
Interest
$100,001 $1,000,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
INCOME
AMOUNT
328.1
N/A
$50,001 $100,000
Dividends
$5,001 - $15,000
328.2
Yes
$50,001 $100,000
$1,001 - $2,500
328.3
Yes
$50,001 $100,000
$1,001 - $2,500
328.4
Yes
$500,001 $1,000,000
$15,001 $50,000
328.5
Yes
$50,001 $100,000
$2,501 - $5,000
328.6
Yes
$50,001 $100,000
$201 - $1,000
328.7
Yes
$50,001 $100,000
$1,001 - $2,500
328.8
Yes
$100,001 $250,000
$5,001 - $15,000
328.9
Yes
$100,001 $250,000
$2,501 - $5,000
328.10
Yes
$1,001 - $15,000
$5,001 - $15,000
328.11
Yes
$15,001 $50,000
$201 - $1,000
328.12
Yes
$100,001 $250,000
$5,001 - $15,000
328.13
Yes
$15,001 $50,000
328.14
Yes
$15,001 $50,000
$1,001 - $2,500
328.15
Yes
$15,001 $50,000
$1,001 - $2,500
328.16
Yes
$50,001 $100,000
$2,501 - $5,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
328.17
Yes
$15,001 $50,000
328.18
Yes
$15,001 $50,000
328.19
US Brokerage Cash
N/A
$100,001 $250,000
328.20
Yes
$100,001 $250,000
$5,001 - $15,000
328.21
Yes
$50,001 $100,000
$2,501 - $5,000
328.22
Yes
$50,001 $100,000
$1,001 - $2,500
328.23
Yes
$15,001 $50,000
$5,001 - $15,000
328.24
Yes
$50,001 $100,000
$1,001 - $2,500
328.25
Yes
$50,001 $100,000
$5,001 - $15,000
328.26
Yes
$100,001 $250,000
$5,001 - $15,000
328.27
Yes
$50,001 $100,000
$2,501 - $5,000
328.28
Yes
$15,001 $50,000
$1,001 - $2,500
328.29
Yes
$15,001 $50,000
$2,501 - $5,000
329
Family Trust #2
No
329.1
N/A
$50,001 $100,000
329.2
Yes
$50,001 $100,000
Interest
Dividends
INCOME
AMOUNT
$201 - $1,000
$5,001 - $15,000
$1,001 - $2,500
DESCRIPTION
EIF
VALUE
INCOME TYPE
329.3
Yes
$50,001 $100,000
$1,001 - $2,500
329.4
Yes
$500,001 $1,000,000
$15,001 $50,000
329.5
Yes
$100,001 $250,000
$2,501 - $5,000
329.6
Yes
$50,001 $100,000
$201 - $1,000
329.7
Yes
$50,001 $100,000
$1,001 - $2,500
329.8
Yes
$100,001 $250,000
$5,001 - $15,000
329.9
Yes
$100,001 $250,000
$2,501 - $5,000
329.10
Yes
$15,001 $50,000
$201 - $1,000
329.11
Yes
$100,001 $250,000
$5,001 - $15,000
329.12
Yes
$15,001 $50,000
329.13
Yes
$15,001 $50,000
$1,001 - $2,500
329.14
Yes
$15,001 $50,000
$1,001 - $2,500
329.15
Yes
$50,001 $100,000
$2,501 - $5,000
329.16
Yes
$50,001 $100,000
329.17
Yes
$50,001 $100,000
329.18
US Brokerage Cash
N/A
$250,001 $500,000
Interest
INCOME
AMOUNT
$1,001 - $2,500
DESCRIPTION
EIF
VALUE
INCOME TYPE
329.19
Yes
$100,001 $250,000
$5,001 - $15,000
329.20
Yes
$100,001 $250,000
$2,501 - $5,000
329.21
Yes
$50,001 $100,000
$2,501 - $5,000
329.22
Yes
$50,001 $100,000
$5,001 - $15,000
329.23
Yes
$50,001 $100,000
$1,001 - $2,500
329.24
Yes
$50,001 $100,000
$5,001 - $15,000
329.25
Yes
$100,001 $250,000
$5,001 - $15,000
329.26
Yes
$50,001 $100,000
$2,501 - $5,000
329.27
Yes
$50,001 $100,000
$2,501 - $5,000
329.28
Yes
$15,001 $50,000
$2,501 - $5,000
330
Family Trust #3
No
330.1
N/A
$50,001 $100,000
330.2
Yes
$50,001 $100,000
$1,001 - $2,500
330.3
Yes
$50,001 $100,000
$1,001 - $2,500
330.4
Yes
$250,001 $500,000
$15,001 $50,000
330.5
Yes
$50,001 $100,000
$2,501 - $5,000
Dividends
INCOME
AMOUNT
$5,001 - $15,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
330.6
Yes
$50,001 $100,000
$201 - $1,000
330.7
Yes
$50,001 $100,000
$1,001 - $2,500
330.8
Yes
$100,001 $250,000
$5,001 - $15,000
330.9
Yes
$100,001 $250,000
$2,501 - $5,000
330.10
Yes
$1,001 - $15,000
$2,501 - $5,000
330.11
Yes
$15,001 $50,000
$201 - $1,000
330.12
Yes
$100,001 $250,000
$5,001 - $15,000
330.13
Yes
$15,001 $50,000
330.14
Yes
$15,001 $50,000
$1,001 - $2,500
330.15
Yes
$15,001 $50,000
$1,001 - $2,500
330.16
Yes
$50,001 $100,000
$2,501 - $5,000
330.17
Yes
$15,001 $50,000
330.18
Yes
$15,001 $50,000
330.19
US Brokerage Cash
N/A
$100,001 $250,000
330.20
Yes
$100,001 $250,000
$5,001 - $15,000
330.21
Yes
$100,001 $250,000
$2,501 - $5,000
Interest
INCOME
AMOUNT
$201 - $1,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
330.22
Yes
$50,001 $100,000
$1,001 - $2,500
330.23
Yes
$50,001 $100,000
$5,001 - $15,000
330.24
Yes
$15,001 $50,000
$1,001 - $2,500
330.25
Yes
$50,001 $100,000
$5,001 - $15,000
330.26
Yes
$100,001 $250,000
$5,001 - $15,000
330.27
Yes
$15,001 $50,000
$2,501 - $5,000
330.28
Yes
$15,001 $50,000
$1,001 - $2,500
330.29
Yes
$15,001 $50,000
$2,501 - $5,000
331
Family Trust #4
No
331.1
N/A
$50,001 $100,000
331.2
Yes
$50,001 $100,000
$1,001 - $2,500
331.3
Yes
$50,001 $100,000
$1,001 - $2,500
331.4
Yes
$250,001 $500,000
$5,001 - $15,000
331.5
Yes
$50,001 $100,000
$2,501 - $5,000
331.6
Yes
$50,001 $100,000
$201 - $1,000
331.7
Yes
$50,001 $100,000
$1,001 - $2,500
Dividends
INCOME
AMOUNT
$5,001 - $15,000
DESCRIPTION
EIF
VALUE
INCOME TYPE
331.8
Yes
$100,001 $250,000
$5,001 - $15,000
331.9
Yes
$50,001 $100,000
$2,501 - $5,000
331.10
Yes
$1,001 - $15,000
$2,501 - $5,000
331.11
Yes
$15,001 $50,000
$201 - $1,000
331.12
Yes
$100,001 $250,000
$5,001 - $15,000
331.13
Yes
$15,001 $50,000
331.14
Yes
$15,001 $50,000
$1,001 - $2,500
331.15
Yes
$15,001 $50,000
$1,001 - $2,500
331.16
Yes
$50,001 $100,000
$2,501 - $5,000
331.17
Yes
$15,001 $50,000
331.18
Yes
$15,001 $50,000
331.19
US Brokerage Cash
N/A
$100,001 $250,000
331.20
Yes
$50,001 $100,000
$5,001 - $15,000
331.21
Yes
$100,001 $250,000
$2,501 - $5,000
331.22
Yes
$50,001 $100,000
$1,001 - $2,500
331.23
Yes
$15,001 $50,000
$5,001 - $15,000
Interest
INCOME
AMOUNT
$201 - $1,000
DESCRIPTION
EIF
VALUE
331.24
Yes
$15,001 $50,000
$1,001 - $2,500
331.25
Yes
$50,001 $100,000
$5,001 - $15,000
331.26
Yes
$100,001 $250,000
$5,001 - $15,000
331.27
Yes
$15,001 $50,000
$1,001 - $2,500
331.28
Yes
$15,001 $50,000
$1,001 - $2,500
331.29
Yes
$15,001 $50,000
$1,001 - $2,500
7. Transactions
(N/A) - Not required for this type of report
8. Liabilities
None
Endnotes
INCOME TYPE
INCOME
AMOUNT
PART
ENDNOTE
1.
1.
1.
2.
This value includes salary and bonuses earned during the reporting period, including the settlement of
EBUs (Earnings Bonus Units) from 2013.
2.
The reported asset values were taken from ExxonMobil's most recent proxy statement. The value
includes my holdings in the ExxonMobil Nonqualified Defined Benefit Additional Payments plan, the
ExxonMobil Qualified Defined Benefit Pension Plan, and the ExxonMobil Nonqualified Defined Benefit
Supplemental Pension Plan.
2.
EBU stands for "Earnings Bonus Unit" and describes cash bonuses granted in a particular calendar
year. Settlement on each annual grant occurs when the cumulative Earnings Per Share on each grant
attains $6.50.
2.
12
These assets are part of the ExxonMobil Defined Contribution Plan. "ESOP" refers to "Employee Stock
Ownership Plan."
2.
13
2.
14
These assets are part of the ExxonMobil Defined Contribution Plan. Common Assets refers to an
investment in a stable value fund.
The underlying assets of the Common Asset Fund are as follows: U.S. Savings bonds, FHLMC bonds,
FNMA bonds, shares of NGTI Collective Government Short Term Investment Fund, and bonds issued by
the following corporations: Bank of Nova Scotia, Royal Bank of Canada, BNP Paribas, Norsk Hydro,
Berkshire Hathaway, Cisco Systems, Inc., IBM Corp., Oracle Corp., Pepsico, Inc , Toyota Motor Corp.,
U.S. Bank NA, Wal-Mart Stores, Inc., and Wells Fargo Bank NA.
2.
16
This entry reflects ExxonMobil stock currently held, though received both during and outside of the
reporting period, pursuant to OGE direction.
PART
ENDNOTE
3.
(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.
6.
324
Underlying assets are not disclosed due to preexisting confidentiality agreement. I will divest this asset
if confirmed.
Summary of Contents
1. Filer's Positions Held Outside United States Government
Part 1 discloses positions that the filer held at any time during the reporting period (excluding positions with the United States Government). Positions are reportable
even if the filer did not receive compensation.
This section does not include the following: (1) positions with religious, social, fraternal, or political organizations; (2) positions solely of an honorary nature; (3) positions
held as part of the filer's official duties with the United States Government; (4) mere membership in an organization; and (5) passive investment interests as a limited
partner or non-managing member of a limited liability company.
2. Filer's Employment Assets & Income and Retirement Accounts
Part 2 discloses the following:
Sources of earned and other non-investment income of the filer totaling more than $200 during the reporting period (e.g., salary, fees, partnership share,
honoraria, scholarships, and prizes)
Assets related to the filer's business, employment, or other income-generating activities that (1) ended the reporting period with a value greater than $1,000 or (2)
produced more than $200 in income during the reporting period (e.g., equity in business or partnership, stock options, retirement plans/accounts and their
underlying holdings as appropriate, deferred compensation, and intellectual property, such as book deals and patents)
This section does not include assets or income from United States Government employment or assets that were acquired separately from the filer's business,
employment, or other income-generating activities (e.g., assets purchased through a brokerage account). Note: The type of income is not required if the amount of
income is $0 - $200 or if the asset qualifies as an excepted investment fund (EIF).
3. Filer's Employment Agreements and Arrangements
Part 3 discloses agreements or arrangements that the filer had during the reporting period with an employer or former employer (except the United States
Government), such as the following:
Future employment
Leave of absence
Continuing payments from an employer, including severance and payments not yet received for previous work (excluding ordinary salary from a current employer)
Continuing participation in an employee welfare, retirement, or other benefit plan, such as pensions or a deferred compensation plan
Retention or disposition of employer-awarded equity, sharing in profits or carried interests (e.g., vested and unvested stock options, restricted stock, future share of
a company's profits, etc.)
The filer discloses payments both from employers and from any clients to whom the filer personally provided services. The filer discloses a source even if the source
made its payment to the filer's employer and not to the filer. The filer does not disclose a client's payment to the filer's employer if the filer did not provide the services
for which the client is paying.
5. Spouse's Employment Assets & Income and Retirement Accounts
Part 5 discloses the following:
Sources of earned income (excluding honoraria) for the filer's spouse totaling more than $1,000 during the reporting period (e.g., salary, consulting fees, and
partnership share)
Sources of honoraria for the filer's spouse greater than $200 during the reporting period
Assets related to the filer's spouse's employment, business activities, other income-generating activities that (1) ended the reporting period with a value greater
than $1,000 or (2) produced more than $200 in income during the reporting period (e.g., equity in business or partnership, stock options, retirement plans/accounts
and their underlying holdings as appropriate, deferred compensation, and intellectual property, such as book deals and patents)
This section does not include assets or income from United States Government employment or assets that were acquired separately from the filer's spouse's business,
employment, or other income-generating activities (e.g., assets purchased through a brokerage account). Note: The type of income is not required if the amount of
income is $0 - $200 or if the asset qualifies as an excepted investment fund (EIF). Amounts of income are not required for a spouse's earned income (excluding
honoraria).
6. Other Assets and Income
Part 6 discloses each asset, not already reported, that (1) ended the reporting period with a value greater than $1,000 or (2) produced more than $200 in investment
income during the reporting period. For purposes of the value and income thresholds, the filer aggregates the filer's interests with those of the filer's spouse and
dependent children.
This section does not include the following types of assets: (1) a personal residence (unless it was rented out during the reporting period); (2) income or retirement
benefits associated with United States Government employment (e.g., Thrift Savings Plan); and (3) cash accounts (e.g., checking, savings, money market accounts) at a
single financial institution with a value of $5,000 or less (unless more than $200 of income was produced). Additional exceptions apply. Note: The type of income is not
required if the amount of income is $0 - $200 or if the asset qualifies as an excepted investment fund (EIF).
7. Transactions
Part 7 discloses purchases, sales, or exchanges of real property or securities in excess of $1,000 made on behalf of the filer, the filer's spouse or dependent child during
reporting period.
This section does not include transactions that concern the following: (1) a personal residence, unless rented out; (2) cash accounts (e.g., checking, savings, CDs, money
market accounts) and money market mutual funds; (3) Treasury bills, bonds, and notes; and (4) holdings within a federal Thrift Savings Plan account. Additional
exceptions apply.
8. Liabilities
Part 8 discloses liabilities over $10,000 that the filer, the filer's spouse or dependent child owed at any time during the reporting period.
This section does not include the following types of liabilities: (1) mortgages on a personal residence, unless rented out (limitations apply for PAS filers); (2) loans
secured by a personal motor vehicle, household furniture, or appliances, unless the loan exceeds the item's purchase price; and (3) revolving charge accounts, such as
credit card balances, if the outstanding liability did not exceed $10,000 at the end of the reporting period. Additional exceptions apply.
9. Gifts and Travel Reimbursements
This section discloses:
Gifts totaling more than $375 that the filer, the filer's spouse, and dependent children received from any one source during the reporting period.
Travel reimbursements totaling more than $375 that the filer, the filer's spouse, and dependent children received from any one source during the reporting period.
For purposes of this section, the filer need not aggregate any gift or travel reimbursement with a value of $150 or less. Regardless of the value, this section does not
include the following items: (1) anything received from relatives; (2) anything received from the United States Government or from the District of Columbia, state, or
local governments; (3) bequests and other forms of inheritance; (4) gifts and travel reimbursements given to the filer's agency in connection with the filer's official travel;
(5) gifts of hospitality (food, lodging, entertainment) at the donor's residence or personal premises; and (6) anything received by the filer's spouse or dependent children
totally independent of their relationship to the filer. Additional exceptions apply.