2024-05-14T11:54:17-04:00 2023-12-31 851584114 GREEN CURTIS DALEY CPAS PLLC 6500 COLLEYVILLE BLVD STE 200 COLLEYVILLE TX 76034 990PF 2023-01-01 043598019 CATHERINE & JAMES MCCORMICK CHARITA CATH 8174881756 2220 POOL ROAD - STE 100 GRAPEVINE TX 760514267 ROBERT J MCCORMICK CHAIRPERSON 8174881756 2024-05-10 true ROBERT J MCCORMICK 999009999 true KEN GREEN P00451195 8172516688 2024-05-13 2023 2023-04-26 12:10:37Z X 2023692 X 10000 X 17833 17833 17833 25896 25896 25896 12885 329455 12885 263 3906 3906 3906 70520 60520 47898 1508 1508 1508 2229 877 877 877 4614 2385 2385 0 26328 26328 30942 2385 2385 26328 39578 58135 45513 362112 689900 689900 416159 394179 875411 554510 289556 458381 1332781 1373635 2023692 0 X 1475134 1485134 -142353 -111499 1332781 1373635 1332781 1373635 1332781 39578 1276 1373635 1373635 ACEIX P 4064 3970 94 94 CWGFX P 2730 2585 145 145 TQCAX P 5475 5583 -108 -108 EAAFX P 985 853 132 132 LONG TERM CAPITAL GAIN P 312169 303579 8590 8590 12885 263 808 808 808 X 47 855 false false false false false false false true true true false false false false true N/A LARRY BRADSHAW 8174881756 2220 POOL ROAD SUITE 100 GRAPEVINE TX 760514267 false false false false false false false false false false false false false false false false false false false false ROBERT J MCCORMICK 2220 POOL ROAD SUITE 100 GRAPEVINE TX 76051 CHAIRPERSON 000.00 0 0 0 DANIEL E MCCORMICK 2220 POOL ROAD SUITE 100 GRAPEVINE TX 76051 PRESIDENT 000.00 0 0 0 NONE NONE N/A 1455108 464092 0 1919200 1919200 28788 1890412 94521 94521 808 808 93713 93713 93713 26328 26328 93713 55354 55354 26328 26328 55354 55354 12031 ROBERT J MCCORMICK X JASON P THERIOT CONSULTING 931 WEST 41ST ST HOUSTON TX 77018 AUTHOR A BIOGRAPHY OF JAMES E MCCORM 26328 26328 14 17833 14 25896 15 3906 18 12885 60520 60520 false false false false false false false false false false MACILEY ENTERPRISES 1508 1508 1508 AMERICAN INTERNATIONAL GROUP APPLE INC 43093 450553 BOEING COMPANY 25348 21122 COCA COLA CO 31761 47221 DEVON ENERGY CORP EXXON MOBIL CORP 112471 197982 GENERAL MOTORS CO 19509 21615 INTERNATIONAL BUSINESS MACHINES 24249 23830 LUMEN TECHNOLOGIES 3233 3082 PARAMOUNT GLOBAL CLASS B 22336 4437 STIFEL FINANCIAL CORP 16770 31446 TEVA PHARMACEUTICALS IND ADR 50420 18750 VERIZON COMMUNICATIONS 18421 18752 WELLS FARGO & CO 11542 22381 HIGH PEAK ENERGY 15026 14240 ALLSPRING ASSET ALLOCATION FUND CLAS AMERICAN CAPITAL WORLD GROWTH & INCO DYNAGAS LNG PARTNERS LP 33416 4946 HUGOTON ROYALTY TRUST UBI 66356 5483 INVESCO EQUITY & INCOME FUND A INVESCO QQQ TRUST 10394 40231 ISHARES RUSSELL 2000 ETF LORD ABBETT SHORT DURATION INCOME FU STANDARD & POORS DEPOSITORY RECEIPTS 179390 407721 TOUCHSTONE DIVIDEND EQUITY CLASS A EXPENSES ROYALTY EXPENSES 972 972 972 BASIS ADJ 157 157 157 MISC -252 -252 -252 3906 3906 3906 DIFFERENCE ON LTCG COST RETIRED 1276 UNITED STATES TREASURY 2131 FOREIGN TAX PAID 98