UNITED STATES SENATE FIN IClAL DISCLOSURE REPORT

FOR NEW EMPLOYEE AND CANDIDATE REPORTS

Last tlarnt: I F~rstName and Middle lnilial ( New Employee Report I Senate Office IAgency ~nWhich Ernployed
-
I Date OF Employment (mmlddiyy): I ---.

White 1 William H. I
I
Mayor of Houston
SenatelCandidate Office Address (Number, Street, City, State, and ZIP ) I Senatelcandidate OKce Telephone No. Candidate Report I State in which you are a candidate
I Commencement of Candidacy
901 Bagby (mm1dd;yy):
Texas
Houston, TX 77002 12/03/08

Did you or your spouse have earned income (e.g., salaries or fees) or non-
investment income of more than $200 from any reportable source in the
reporting period?
If Yes, Complete and Attach PART II.
WLI Did you hold any reportable positions during the reporting period?
If Yes, Complete and Attach PART VIII.

Did you, your spouse, or dependent child hold any reportable

asset worth more than $1,000 at the end of the period or receive unearned
or Investment income of more than $200 in the reporting period?
If Yes, Complete and Attach PART lllA andlor 1118.
wn Did you have any reportable agreement or arrangement with an outside
entity on the filing date?
If Yes, Complete and Attach PART IX.

Did you, your spouse, or dependent child have any reportable liability
(more than $10,000) during the reporting period?
If Yes. Complete and Attach PART VII. wn. Did you receive compensation of more than $5,000 from a single source in
the prior years?
If Yes, Complete and Attach PART X.

Each question must be answered and the appropriate PART attached for each "YES" response.
-
File this report and any amendments with the Secretary of the Senate, Office of Public Records, Room 232, Hart Senate Office
Building, U.S. Senate, Washington, DC 20510. $200 Penalty for filing more than 30 days after due date.

have made on this form and all

atlached schedules are true,
 Individual's ;'"lie
~Reporli~ig ?aye Nunlber

IVilliam I-I. MIL,,~e

PART 11. EARh AND NON-INVESTMENT INCOME 1

Report the source (name and address), type, and amount of earned income to you from any source aggregating $200 or more during the reporting period.
For your spouse, report the source (name and address) and type of earned income which aggregate $1 :000or more during the reporting period. No
amount needs 1.0 be specified for your spouse. (See p.3, CONTENTS O F REPORTS Part B of Instructions.) DO not report income from employ~nentby the
U.S. Government for you or your spouse.

Individuals not covered by the Honoraria Ban:

For you and l o r your spouse, report honoraria income received which aggregates $200 or more by exact amount, give the date of, and describe the activity
(speech, appearance or article) generating such honoraria payment. D o not include payments in lieu of honoraria reported on Part I.

Name of Income Source Address (City, State) Type of Income Amount

JP Computers Wash., DC Example Salary Example $15.000

Example:
MCI (Spouse) Arlington, VA Example Sala~y Example Over $1,000

$240,156
1 Mayor-City gf Houston Houston, TX 77002 Salary

2 BJ Services Company, USA Houston, TX 77041 Board Fees

$240,522
Consulting-
3 M. Lee Pearce, MD * Pompano Beach, FL 33026 $318,000
Investments
Ann Tobias
New York, NY 10028 Writing Over $1000
Literary Agency for Children's Books (Spouse)
-

Houston, TX 77002 Deferred $103,497

5 D~stributionfrom Merrill Lynch DCP Account **
Compensation
6
-

7
--

8
-

10
-

11

12 *All incomecontributed to non-profit

13 ** Earnings Prior to 2004

-

4 I
I
-
Reporting InJividual's

Identity of Publicly Traded Assets Valuation of Assets Type and Amount of Income
And Unearned lncorne Sources At the close of reporting period.
If None, or less than $1,001,
Report the complete name of each publicly
traded asset held by you, your spouse, or
your dependent child, (See p.3,
CONTENTS OF REPORTS Part B of
117structions)for production of income or
investment which:
(I) had a value exceeding $1,000 at the
close of the reporting period; andlor
(2) generated over $200 in "unearned"
income during the reporting period.
Include on this PART lllA a complete
identification of each public bond, mutual

EXEMPTION 1-EST (see instr~,ctions hefore marking box): If you omitted any asset because it meets the three-part test for exemption described in the instructions, please check box to (he right.
"'l ~ h i scategory applies only if the asset islwas held independently by the spoclse or dependent child. If the asset islwas either held by the filer or jointly held, use the other categories of value, as appropriate.
 r a g e luirrrloer

PART IIlA. PUBLICLY TRA :D ASSETS AND UNEARNED INCOME SOURC;

Valuation of Assets
And Unearned I n c o m e Sources At the close of reporting perlod.
If None, or less than $1,001,
Report the complete name of each publicly Check the first column
traded asset held by you, your spouse, or
yollr dependent chlld, (See p 3,
CONTENTS OF REPORTS Part B of
I~istrnct~ons)
for product~onof Income or
Investment whrch.

(2) generated over $200 In "unearned"

income during the reporting period
Include on thls PAKT lllA a complete

EXEMPTION TEST (see insiruchor~sbefore rnark~ngbox) If you om~ttedany asset because it meets the three-part test for exernptlon descr~bed~nthe Instruct~ons,please check box to the r~ght
*** 1Fils category appl~esonly if the asset islwas held ~ndependenllyby the spouse or dependent child
If the asset islwas either held by the filer or jorntly held, use the other categories of value, as appropr~ate n
 -- - ---
Report~ngInd~v~dual'c
"'-me

Valuation of Assets Type and Amount of Income

Report the complete name of each publlcly

traded asset held by you, your spouse, or
your dependent ch~ld,(See p 3,
CONTENTS OF REPORTS Part 6 of
Instruct~ons)for production of Income or
investment wliich
(1 ) had a value exceed~ng$1,000 at the
close of the report~ngperiod, anrilor
(2) generated over $200 In "unearned"
Income during the report~ngperiod.
lncl~ldeon this PART lllA a complete
identlflcatlon of each publ~cbond, mutual

EXEhlPTlON 1EST (see inslruclfonsbefore rnark~ng

"*
box) If you orn~ttedany asset because lt meets the three-part test for exemption described In the Inslruct~ons,please check box to the rlght
T h ~ scategoiy applies only ~fIhe asset ~slwasheld ~ndependentlyby the spouse or dependent chlld If the asset ~slwasether held by the filer or jointly held, use the other categories of value, as appropr~ate n
 1 1
Keport~rigIndtv~duals Te Page Number

Willlam EI. \ V l ~ ~ c e PART IIIA. PUBLlCLY TRA :D ASSETS AND UNEARNED lNCOME SOURCL
 :g
+m
2,z
"'TI
n
SE
-
I0 z
0 -4
2 m
s2-i"

--
ti
;n
%
m
a 3
2%
-. -.
+ ?

52
a.
1,3
::
zz
c2
$2
$3
-
aQ
5'3
0

v
0.5 ' '
m =;.
22
5
-=0

22
Y m
F a
m m
GZ
0 m
c m
" cnm
in

2 =
E
nm K
E
3 m
am
m -. -
2
z
-2cn
P--,
= 0

2;
2
mS
-.
cz
5 %
8
;
$2
%'
<n
%
z a.g
0
7
L.

'. $
-
3'

-=
.?-
-

$5
-a%
6 2
m vr
5c
m m
(D
0 "7
S m
% 9
0 m
$:
U1 u
2. E
E 6
'
99
< 0
g 2.
-0 ?
w
(0

w
72

:
Y.
-
m
W i l l ~ a mH. W tl~[e

aded Assets
fha t ~tem1 h ~ c
Report the complete name of each publ~cly
traded asset held by you, your spouse, or
your dependent child, (See p 3,
CON LENTS OF REPORTS Part B of
I I ~ S ~ I U C ~for
I O Iproduct~on
~S) of Income or
Investment w h ~ c h .
(1) had a value exceeding $1,000 at the
dose of the report~ngperiod, and/or
(2) generated over $200 In "unearr~ed"
Income d u r ~ n gthe report~ngperiod

excepted investment funds, bank

accounts, excepted and quatifled b l ~ n d

EXEMPTION TEST (see ~nslruct~ons before marklng box) If you ornltted any asset because ~t meets the three-part test for exernpt~ondescr~bedIn the ~nstruct~ons, please check box to the r ~ g h t
"* Tills category appl~esonly ~f the assel ~ s l w a sheld Independently by the spouse or dependent child If the asset lslwas erther held by the filer or jointly held, use the other categor~esof value as appropriate
n
. .- ,* . .. :, -. - --

William H. " \e PART IIIA. PUBLICLY TRP -D ASSETS AND UNEARNED INCOME SOURCF

At the close of reporting period.

If None, or less than $1,001,
Check the first column.

CONTENTS OF REPORTS Part B of

Instructions) for production of income or
investment which:
(1) had a value exceeding $1,000 at the

(2) generated over $200 in "unearned"

income during the reporting period.

excepted investment funds, bank

accounts, excepted and qualified blind
 that tern Th~s
Report the complete n a m e of each publ~cly
t r a d e d a s s e t h e l d by y o u , y o u r s p o u s e , o r
y o u r d e p e n d e n t c h ~ l d ,( S e e p 3,
CONTENTS OF REPORTS Part B of
Instr~ict~oris) f o r p r o d u c t ~ o no f l r l c o m e o r
~ n v e s t m e nwhlch.
t

(2) g e n e r a t e d o v e r $200 In " u n e a r n e d "

e x c e p t e d I n v e s t m e n t funds, bank
a c c o u n t s , e x c e p t e d and qualified bllnd

EXEMPTION T E S
"*
r (see ~ n s t ~ c ~ c h obefore
ns rnarklng box) If you ornltted any asset because ~tmeets the three-part test for exernptlon described In the ~nstructlons,please check box to the r~ght
rhls category appl~esonly ~fthe asset ~slwasheld Independently by the spouse or dependent chlld If the asset ~slwase~therheld by the fller or jointly held, use the other categor~esof value, as appropr~ate n
,~
l,,l....>...-...-.... . ~

Williani fl. P .: PART IIIA. PUBLICLY TRA' -13 ASSETS AND UNEARNED INCOME SOURCF" 13
BLOCK A BLOCK B BL-OCK C
Identity of Publicly Traded Assets Valuation of Assets Type and Amount of Income
And Unearned Income Sources At the close of reporting period. If "None (or less than $201)" is Checked, no other entry is needed in Block C for that i:em This
If None, or less than $1,001, includes incorne received or accrued to the benefit of the individual.
Report the complete narne of each publicly Check the first column.
traded asset held by you, your spouse, or Type of Income Amount of Income
your dependent child, (See p.3,
CON7~ENTSOF REPORTS Part B of
Inst/-~1ctior7s)
for production of income or
investment which:
(1) had a value exceeding $1,000 at the

(2) generated over $200 in "unearned"

income during the reporting period.

excepted investment funds, bank

accounts, excepted and qualified blind
Repoiling Individua' me

William 13. Vvn'ite

PART 111%. NON-PUBLICLY ..<ADEDASSETS AND UNEARNED INCOME SOURCLJ
II
BLOCK A BLOCK I3 BLOCK C
identity of Non-Publicly Traded Valuation of Assets Type and Amount of Income
- Assets and Unearned income Sources At the close of reportinq period. If "None (or less than $201)" is Checked, no other entry is needed i n Block C for thatiteir~.This

EXEMP1-ION1-EST(see inslrucfiofisbefore marking box): I f you ornitled any asset because it meets the three-part test for exemption described in the instructions, please check box to the right.
**'This category applies only if the assel islwas held independently by the spouse or dependent child. If the asset idwas either held by the filer or jointly held, use the other categories of value, as appropriate