Carrin F. Patman
U.S. Ambassador to Iceland
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $52.3 M - $194.5 M
Salary
  • salary
    Unknown
Employment
  • Started 08/07/2022

Financial Disclosure Details - OGE Form 278e (09/24/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Metropolitan Transit Authority of Harris County
Houston/Harris County, Texas
Chair of the Board
Present
2
Greater Houston Partnership
Houston, Texas
Director
Present
3
Houston-Galveston Area Council Transportation Policy Council
Houston, Texas
Director
Present
4
Patman Management LLC
Houston, Texas
Manager
Present
5
Patman Investment Partners, Ltd.
Houston, Texas
Limited partner; Trustee of another limited partner, Family Trust # 2; executor of another limited partner, Family Estate # 1; Manager of Patman Management, LLC, the general partner of Patman Investment Partners,Ltd.
Present
6
South One Eleven Partners
Houston, Texas
Partner; Executor of Family Estate # 1 which is a Partner
Present
7
Family Trust No. 1
Houston, Texas
Trustee
Present
8
Family Trust No. 2
Houston, Texas
Trustee
Present
9
Family Trust No. 3
Houston, Texas
Trustee
Present
10
Family Estate # 1
Houston, Texas
Executor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Bracewell LLP 401(k)
1.1
TRP Blue Chip Growth (TRBCX)
$1,000,001 - $5,000,000
None (or less than $201)
1.2
PIM Total RT Inst (PTTRX)
$50,001 - $100,000
None (or less than $201)
1.3
Fidelity Government Mmkt (SPAXX)
$250,001 - $500,000
None (or less than $201)
2
IRA # 1
2.1
U.S. brokerage money market account (cash) #1
$100,001 - $250,000
None (or less than $201)
2.2
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000
None (or less than $201)
2.3
Intel Corp. (INTC)
$15,001 - $50,000
None (or less than $201)
2.4
United Parcel Service, Inc. (UPS)
$1,001 - $15,000
None (or less than $201)
2.5
Walmart, Inc. (WMT)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Spouse IRA # 1
1.1
U.S. brokerage money market account (cash)
$50,001 - $100,000
None (or less than $201)
1.1.1
DFA Five-Year Global Fixed Income (DFGBX)
$250,001 - $500,000
None (or less than $201)
1.2
DFA One-Year Fixed Income (DFIHX)
$250,001 - $500,000
None (or less than $201)
1.3
DFA Emerging Markets (DFEMX)
$100,001 - $250,000
None (or less than $201)
1.4
DFA International Small Company (DFISX)
$100,001 - $250,000
None (or less than $201)
1.5
DFA International Value I (DFIVX)
$250,001 - $500,000
None (or less than $201)
1.6
DFA Real Estate Securities (DFREX)
$50,001 - $100,000
None (or less than $201)
1.7
DFA US Core Equity (DFEOX)
$100,001 - $250,000
None (or less than $201)
1.8
DFA US Large Cap Value (DFLVX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account # 1
1.1
U.S. investment account (cash) #1
$15,001 - $50,000
Interest
None (or less than $201)
1.1.1
Bright Horizons Family Solutions Inc. (BFAM)
$15,001 - $50,000
Capital Gains
None (or less than $201)
1.2
Allegion Plc (ALLE)
$15,001 - $50,000
Dividends Capital Gains
$201 - $1,000
1.3
ANSYS, Inc. (ANSS)
$15,001 - $50,000
Capital Gains
None (or less than $201)
1.4
Aspen Technology, Inc. (AZPN)
$15,001 - $50,000
Capital Gains
None (or less than $201)
1.5
Bentley System Inc. (BSY)
$15,001 - $50,000
Dividends Capital Gains
None (or less than $201)
1.6
CDW Corp. (CDW)
$15,001 - $50,000
Dividends Capital Gains
$201 - $1,000
1.7
Charles River Laboratories International, Inc. (CRL)
$15,001 - $50,000
Capital Gains
$201 - $1,000
1.8
Chemed Corp. (CHE)
$15,001 - $50,000
Dividends Capital Gains
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Oak Street Real Estate Capital Net Lease Property
$100,001 - $250,000
2020
On demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
4
Patman Management LLC is purely a family-owned entity. There are no non-family operators.
1
5
Patman Investment Partners, Ltd. is purely a family-owned entity. There are no non-family operators.
1
6
The farmland and ranchland in South One Eleven was transferred to Patman Investment Partners upon its formation. South One-Eleven retains one bank account. I still retain a title with South One Eleven as it has not been officially dissolved. South One Eleven is a family entity. There are no non- family operators.
6
14
Filer is manager of Patman Management LLC
6
14.2
See Line 19 for the holdings of Patman Investment Partners, Ltd.
6
15
Family Trust # 4 was created under the will giving rise to Family Estate # 1 to cover a bequest to Filer's Spouse. Filer's Spouse is the sole trustee of the trust. This bequest has not yet been distributed.
6
17.6
Occidental Oil & Gas acquired the interest in August of 2019, but Anadarko has continued as the entity paying the royalties.
6
17.9
Devon Energy paid royalties through August 2021. Scout Energy Management LLC has acquired the interest and began paying royalties in September 2021.
6
17.11
Morningstar Operating currently pays the royalties on this interest, which it acquired the interest from Southland Royalty in June 2020.
6
17.12
Wagner's interest was acquired by Fletcher Petroleum Co. LLC, which presumably will assume responsibility for the royalties.

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