📧 Communication

Analysis/Commentary

Communication Details

From
To
Unknown Audience Unknown audience
Date
June 01, 2014
Subject
Simmons Estate/Valhi Analysis
Message Content

Discussion of the Simmons Foundation structure, Valhi shareholders, family disputes, and stock performance following Simmons's death.

📄 Source Document

HOUSE_OVERSIGHT_029347.jpg
ESTATE Collection
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Document Summary

This document, stamped by House Oversight, appears to be a printout of a financial analysis or blog post regarding the estate of 'Simmons' (likely Harold Simmons) and the performance of Valhi Inc stock. It discusses the control of a tax-exempt Foundation by Lisa K. Simmons and Serena Simmons Connelly, contrasts them with other daughters who were 'frozen out,' and includes a chart comparing Valhi stock to the S&P 500 around the time of Simmons's death in late 2013/early 2014. The text references major institutional holders like BlackRock and Citadel and cites IRS bulletins and NYT articles.

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