Texas Ethics Commission P. O. Box 12070 Austin, Texas 78711-2070 (512) 4535800 (800) 3258508
FINANCIAL STATEMENT
Filed Pursuant to Chapter 572 Form PFS
Texas Government Code Revised 02/21/97
For Calendar Year Ending December 31, 1996
CHECK ONE:
[] Candidate for (Office): _____________________________________________
[] Elected official (Office): ___________________________________________
[] Appointed official (agency): ________________________________________
[] Executive head (Agency): __________________________________________
[] Party Chair (Party): _______________________________________________
INSTRUCTIONS: This form must be either handwritten in ink or typewritten. Attach pages of this size if additional space is needed on any response and identify each response by the part to which it relates. Whenever you are required to identify an individual or business entity, indicate the corresponding city and state.
INDIVIDUAL REQUIRED TO FILE:
James Richard “Rick” Perry
(Full Name)
Address:
2507 Exposition
Austin, Tx 78703
LIST ALL SOURCES OF OCCUPATIONAL INCOME:
Name and Address of Employer: Texas Department of Agriculture
Austin, Tx
(City) (State)
Position Held: Commissioner of Agriculture
Name and Address of Employer: Haskell National Bank
Haskell, TX
(City) (State)
Position Held: Bank Director
If Self-employed:
Name and Address of Business:
(City) (State)
Name of Occupation:
Party Chair means the state chairperson of any political party receiving more than two percent of the vote for governor in the most recent general election.
Part II. Stock
Name of If Sold, Net Gain or
Business Entity Held/Acquired by Category Net Loss and Category
Bell Cablemedia Rick Perry B
Computer Products Rick Perry B Net Gain, Category A
Cryolife, Inc Rick Perry B Net Loss, Category A
First Industrial Realty Trust Rick Perry D Net Loss, Category A
Gadzooks Rick Perry B Net Gain, Category A
Healthdyne Rick Perry D Net Gain, Category A
Isolyser Co, Inc Rick Perry D Net Loss, Category A
Kinetic Concepts Rick Perry E Net Gain, Category D
Qlogic Corp. Rick Perry D Net Gain, Category B
Tokos Medical Group Rick Perry C
Computer Products Rick/Anita Perry C Net Gain, Category A
Emulex Corp. Rick/Anita Perry C Net Loss, Category A
Healthdyne Inc Rick/Anita Perry D Net Gain, Category A
Patterson Energy Inc Rick/Anita Perry D Net Loss, Category A
Qlogic Corp Rick Perry C
Qlogic Corp Rick Perry D
Symmetrycom, Inc Rick/Anita Perry C Net Loss, Category A
Citizens Inc Rick Perry E Net Loss, Category B
Ferreligas Partners Rick Perry C Net Gain, Category A
Matria Healthcare Rick Perry D Net Loss, Category A
Casa Ole Rick Perry C Net Gain, Category A
Maverick Tube Rick Perry B Net Loss, Category A
United Transnet Rick Perry D Net Loss, Category A
McDonald’s Rick Perry C Net Loss, Category A
U. S. Restaurant Rick Perry D
Dollar General Rick/Anita Perry B Net Gain, Category A
Tubo Vetco Rick/Anita Perry B Net Gain, Category A
Global National Rick/Anita C Net Loss, Category A
Tokos Medical Rick/Anita Perry D
Pride Petroleum Rick/Anita Perry B
MCI Communications Rick Perry C
Patterson Energy Rick/Anita Perry C
Matria Healthcare Rick Perry D
Matria Healthcare Rick/Anita Perry D
Owen Healthcare Rick Perry C
Qlogic Corp Rick Perry D
Note: All Stocks Transferred to Blind Trust on September 13, 1996
Part IV. Interest, Dividends, Royalties, Rents
Source # Type Received by Category
U. S. Department CRP Payment Rick Perry A
Of Agriculture – ASCS
Washington, D. C.
Haskell Bankshares, Inc Dividends Rick Perry A
Morgan Keegan & Co Dividends Rick Perry A
Morgan Keegan & Co Interest Rick/Anita Perry A
EOTT Energy Royalties Rick Perry A
MKS Consulting Royalties Rick Perry A
Part VI. Beneficial Interests
Description of Beneficial
Interest in Real Property,
Number of Lots or Acres
By County, and Names of
All Persons Retaining an
Interest in the Property Held/acquired by
2507 Exposition Blvd. Rick/Anita Perry
Austin, TX Frost National Bank
Travis County
Residential Real Estate
60 Acres Rick Perry
Travis County Frost National Bank
Raw Land
40.02 Acres Rick Perry
Haskell County
Raw Land
BUSINESS ENTITIES HELD OR ACQUIRED
Description of Beneficial Interest Held/acquired by
J. R. Perry Co. Rick Perry
Haskell, TX
Partnership Interest
The Sweet Shop Anita Perry
Haskell, TX
Partnership Interest
MKS Consulting Rick Perry
Weatherford, TX
Working Interest
INTERESTS IN BUSINESS ENTITIES PART 6B
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.
When reporting information about a dependent child’s activity, indicate the child about whom you are reporting by providing the number under which the child is listed on the Cover Sheet.
1HELD OR ACQUIRED BY [X] FILER
2DESCRIPTION
Partnership J. R. Perry Co.
Interest Haskell, TX
HELD OR ACQUIRED BY [X] SPOUSE
DESCRITION NAME AND ADDRESS
Partnership The Sweet Shop
Interest Haskell, TX
IF SOLD
[ ] NET GAIN [X] LESS THAN $5,000
[X] NET LOSS
HELD OR ACQUIRED BY [X] FILER
DESCRIPTION
Working MKS Consulting
Interest Weatherford, TX
INTERESTS IN BUSINESS PART 12
IN COMMON WITH LOBBYIST
Identify each partnership, joint venture, or other business association, other than a publicly-held corporation, in which you and a person registered as a lobbyist under Government Code Chapter 305 both have an interest. For more information, see FORM PFS-INSTRUCTION GUIDE.
1 Business Entity
MKS Consulting
P. O. Box 1209
Weatherford, TX 76086
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