Filing ID #10011279

f inancial D iScloSure r ePort
Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515

filer information
name:

Hon. Markwayne Mullin

Status:

Member

State/District:

OK02

filing information
filing type:

Annual Report

filing year:

2015

filing Date:

08/11/2016

ScheDule a: aSSetS anD "unearneD" income
asset

owner Value of asset income
type(s)

income

tx. >
$1,000?

Arvest Bank

$100,001 $250,000

Interest

$201 - $1,000

c
d
e
f
g

Citizens Bankshares, Inc

$1,000,001 $5,000,000

Sub S Earnings

$100,001 - $1,000,000

c
d
e
f
g

Citizens State Bank

$100,001 $250,000

Interest

$201 - $1,000

c
d
e
f
g

LPL Investments ⇒
BlackRock

$1,001 - $15,000

Capital Gains,
Dividends

$1 - $200

c
d
e
f
g

LPL Investments ⇒
CitiGroup

$1,001 - $15,000

Dividends

$1 - $200

c
d
e
f
g

LPL Investments ⇒
Cohen & Steers

$1,001 - $15,000

Dividends

$201 - $1,000

c
d
e
f
g

LPL Investments ⇒
Cohen & Steers

$1,001 - $15,000

Dividends

$1 - $200

c
d
e
f
g

LOCATION: Broken Arrow, OK, US
DESCRIPTION: Ownership in bank corporation

 asset

owner Value of asset income
type(s)

LPL Investments ⇒
Compass EMP

None

LPL Investments ⇒
Discover Bank

Dividends

income

tx. >
$1,000?

None

c
d
e
f
g

$15,001 - $50,000 Interest

$1 - $200

c
d
e
f
g

LPL Investments ⇒
Discover Bank

$50,001 $100,000

Interest

$1 - $200

c
d
e
f
g

LPL Investments ⇒
GeoGlobal Resources Inc. (GGLR)

$1 - $1,000

None

c
d
e
f
g

LPL Investments ⇒
Goldman Sachs

None

None

c
d
e
f
g

LPL Investments ⇒
Goldman Sachs

None

None

c
d
e
f
g

LPL Investments ⇒
Morgan Stanley

None

None

c
d
e
f
g

LPL Investments ⇒
Morgan Stanley

None

None

c
d
e
f
g

LPL Investments ⇒
New York Bank

None

None

c
d
e
f
g

LPL Investments ⇒
SUNAMERICA Strategic Value

$1,001 - $15,000

None

c
d
e
f
g

LPL Investments ⇒
SUNAMERICA Strategic Value

$1,001 - $15,000

Dividends

LPL Investments ⇒
Victory

$1 - $200

c
d
e
f
g

$15,001 - $50,000 Capital Gains

$201 - $1,000

c
d
e
f
g

Mortgage Receivable-Morris

$100,001 $250,000

$5,001 - $15,000

c
d
e
f
g

Mullin 401(k) Plan ⇒
BlackRock

$15,001 - $50,000 None

c
d
e
f
g

$15,001 - $50,000 None

c
d
e
f
g

Mullin 401(k) Plan ⇒
BlackRock

SP

Rent

 asset

owner Value of asset income
type(s)

Mullin 401(k) Plan ⇒
Invesco Energy

SP

income

tx. >
$1,000?

$1,001 - $15,000

None

c
d
e
f
g

Mullin 401(k) Plan ⇒
Invesco Energy

$1,001 - $15,000

None

c
d
e
f
g

Mullin 401(k) Plan ⇒
Invesco Real Estate

$1,001 - $15,000

None

c
d
e
f
g

$1,001 - $15,000

None

c
d
e
f
g

$1,001 - $15,000

None

c
d
e
f
g

Mullin 401(k) Plan ⇒
Invesco Real Estate

SP

Mullin 401(k) Plan ⇒
Invesco US Gov't
Mullin 401(k) Plan ⇒
Invesco US Gov't

SP

$1,001 - $15,000

None

c
d
e
f
g

Mullin 401(k) Plan ⇒
Ivy Asset

SP

$15,001 - $50,000 None

c
d
e
f
g

Mullin 401(k) Plan ⇒
Ivy Assets

$15,001 - $50,000 None

c
d
e
f
g

Mullin 401(k) Plan ⇒
Ivy Limited

$1,001 - $15,000

None

c
d
e
f
g

$1,001 - $15,000

None

c
d
e
f
g

$15,001 - $50,000 None

c
d
e
f
g

$1,001 - $15,000

None

c
d
e
f
g

$1,001 - $15,000

None

c
d
e
f
g

$1,001 - $15,000

None

c
d
e
f
g

$100,001 $250,000

Sub S

Mullin 401(k) Plan ⇒
Ivy Limited

SP

Mullin 401(k) Plan ⇒
JP Morgan Large Cap
Mullin 401(k) Plan ⇒
JP Morgan Large Cap

SP

Mullin 401(k) Plan ⇒
JP Morgan Market Neutral
Mullin 401(k) Plan ⇒
JP Morgan Market Neutral
Mullin Environmental Inc.

SP

$100,001 - $1,000,000

c
d
e
f
g

 asset

owner Value of asset income
type(s)

income

tx. >
$1,000?

LOCATION: Broken Arrow, OK, US
DESCRIPTION: restaurant grease removal

Mullin Farms, LLC

$15,001 - $50,000 None

c
d
e
f
g

$1,001 - $15,000

None

c
d
e
f
g

$500,001 $1,000,000

Sub S

$100,001 - $1,000,000

c
d
e
f
g

$500,001 $1,000,000

Sub S

$100,001 - $1,000,000

c
d
e
f
g

$500,001 $1,000,000

None

$250,001 $500,000

Interest, Rent

$100,001 - $1,000,000

c
d
e
f
g

$100,001 $250,000

Sub S

$100,001 - $1,000,000

c
d
e
f
g

$50,001 $100,000

Interest

$5,001 - $15,000

c
d
e
f
g

$250,001 $500,000

None

c
d
e
f
g

$50,001 $100,000

None

c
d
e
f
g

LOCATION: Westville, OK, US
DESCRIPTION: Farm property

Mullin Plumbing New Construction
LOCATION: Broken Arrow, OK, US
DESCRIPTION: remodeling

Mullin Plumbing West Division

SP

LOCATION: Oklahoma City, OK, US
DESCRIPTION: Engaged in plumbing activities

Mullin Plumbing, Inc.
LOCATION: Broken Arrow, OK, US
DESCRIPTION: Plumbing company

Mullin Properties West Division

c
d
e
f
g

LOCATION: Oklahoma City, OK, US

Mullin Properties, LLC
LOCATION: Various Locations, OK, US
DESCRIPTION: Two purchases of land.

Mullin Services, Inc.
LOCATION: Broken Arrow, OK, US
DESCRIPTION: HVAC

Note Receivable

SP

DESCRIPTION: Note receivable from Dewayne Thompson

Providence Trust
DESCRIPTION: Cash surrender value

TMT LLC, 33% Interest

SP

 asset

owner Value of asset income
type(s)

income

tx. >
$1,000?

LOCATION: Sheridan/Sheridan, WY, US
DESCRIPTION: Investment in restaurant business in Sheridan, WY.
* Asset class details available at the bottom of this form.

ScheDule B: tranSactionS
None disclosed.

ScheDule c: earneD income
Source

type

amount

Mullin Plumbing Inc

Spouse Salary

$107,600.00

ScheDule D: liaBilitieS
owner creditor
Mr. Jim Mullin

Date incurred type

amount of
liability

1/1/2007

$500,001 $1,000,000

Purchase of plumbing businesses

ScheDule e: PoSitionS
None disclosed.

ScheDule f: agreementS
None disclosed.

ScheDule g: giftS
None disclosed.

ScheDule h: traVel PaymentS anD reimBurSementS
None disclosed.

ScheDule i: PaymentS maDe to charity in lieu of honoraria
None disclosed.

ScheDule a anD B aSSet claSS DetailS
LPL Investments
Mullin 401(k) Plan

 Mullin 401(k) Plan (Owner: SP)

excluSionS of SPouSe, DePenDent, or truSt information
iPo: Did you purchase any shares that were allocated as a part of an Initial Public Offering?

j Yes n
k
l
m
n
i No
j
k
l
m
trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not
be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child?

j Yes n
k
l
m
n
i No
j
k
l
m
exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or
dependent child because they meet all three tests for exemption?

j Yes n
k
l
m
n
i No
j
k
l
m

certification anD Signature
b I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the
c
d
e
f
g
best of my knowledge and belief.
Digitally Signed: Hon. Markwayne Mullin , 08/11/2016