# Alan J. Baverman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/10108 ## Record - **Judge:** Alan J. Baverman - **Year:** 2015 - **Report type:** Annual - **Pages:** 10 ## Text BROKERAGE ACCT Fid SEP IRA 090 Fid Govt MM (SPAXX) — Int/Div Synchrony Bank Retail CD (7/23/15) — Interest — Redeemed — Part VILL Note Synchrony Bank Retail CD 7/25/16 — Interest — Part VII, Note 2 Synchrony Bank Retail CD 7/24/17 — Interest — Part VII, Note 3 Barckays BK DEL CD (8/19) — Interest FirstBank P R Santruce CD (11/17) — Interest GE CAP Bk Retanl CD (8/18) — Interest Ally Bank CD (8/16) — Interest Dreyfus Funds Standish GL Fixed Inc — Int/Div Manning & Napier Pro Blend Conser Term Ser — Sold PIMCO Inv Gr Corp Bond Inst! — Int/Div PIMCO Foreign Inst SHS — Int/Div lIsrael ST SBD 7TH JU — Interest Fudelity MSCI Health Care Index ETF — Int/Div Fudelity Select Health Care Index — Int/Div Fudelity Select Pharmaceuticals Index — istrnibution Fidelity Select Biotechology Index — Distribution IShares TR JPMorgan USD Emerging Mkts Bd Fd — Int/Div — Sold IShares TR Dow Jones US RE Index FD — Sold IShares Core S&P Total US St Mkt ETF — Int/Div IShares U S Real Estate ETF (IYR) — Int/Div — Part VII, note 6 Vanguard Sector Ind FDS ETF (VIS) — Int/Div — Buy BROKERAGE ACCT Fid IRA 350 Fidelity Govt MM — Int/Div BMW BK N. Am. Utah — Interest — Redeemed MUFG UnionBank NA CD IDX ZERO (form. Union Bank CD) — Interest IShares Core Total US BD Mkt ETF — Int/Div Janus Short Term Bond Fund Class T — Int/Div — Sold PIMCO Inv Gr Corp Bond Inst! (PIGIX) — Int/Div PIMCO Foreign Inst SHS (PFORX) — Int/Div Fidelity Select Materials Portfolio — Int/Div Fidelity Select Materials Portfolio — Buy (add'l) Fidelity Select Software & IT SRV — Int/Div Fidelity Select Chemicals — Int/Div Fidelity Select Chemicals — Buy (add'l) Fidelity MSCI Info Tech Ind ETF (FTEC) — Int/Div — Buy lsrael STSSD JUB 05/19 — Interest Vanguard Sector Index FDS Vanguard Utils Viper — Int/Div BROKERAGE ACCT Fid X19 Cash Acct (Fedlity) — Interest RENTAL PROPERTY 1 Atlanta, DeKalb Co, Ga. (2015 Assessment: $259,500) — Reat 2 Smyrna, Cobb Co., Ga. (2015 Assessment: $129,000) — Reat FAMILY S CORPORATION (FI) — istmbution American Funds Fundamental Investors. Class A (FI-A) — Int/Div American Funds WaMu Investors Fund Class A (WMIF-A) — Int/Div American Funds Inv. Co. of Amer. A {ICA- A) — Int/Div American Funds Money Market Fund-A (MME-A) — Int/Div American Funds New Economy Fund-A (NEF-A) — Int/Div American Funds Smallcap World Fund-A (ISCWF-A) — Distribution Trust Bank Account (SunTrust) — Interest BANK ACCOUNTS North Georgia Bank 1 — Interest North Georgia Bank 2 — Interest North Georgia Bank 3 — Interest North Georgia Bank 4 — Interest North Georgia Bank — Interest SunTrust (MMA) — Interest — Closed SunTrust — Interest SunTust II — Interest — Closed SunTrust 111 — Interest — Closed Chase — Interest Chase ll — Interest — Open Bank of America — Part VII, Line 4 TRUST BROKERAGE ACCOUNT E-Trade cash balance — Interest Nuveen Preferred and Conv. Income Fund — Int/Div BELL & HOWELL RETIREMENT (1) SAVINGS PLAN NO.2 — Closed — Part VII, Line § Fidelity Money Market (FDRXX) — Int/Div Fidelity Asset Mgr (FASMX) — Int/Div IShares Core S&P Total US Stock Mkt {TOT — Int/Div BELL & HOWELL RETIREMENT (11) SAVINGS PLAN NOY Fudelity Money Market (FDRXX) — Int/Div — Sold (part) Fidelity Asset Mgr (FASMX) — Int/Div IShares Core S&P Total US Stock Mkt {TOT — Int/Div BROKERAGE ACCT Fid IRA BDA Fudehity Govt MM — Int/Div IShares Core S&P Total US Stock Mkt ETF — Int/Div James Balanced: Golden Rainbow Fund — Int/Div Liability — Flagstar Bank — Mortgage on Rental Property # 2 Smyra GA (Part VII Line 44) Spouse's income — 2015 — Self-employed real estate broker-agent and managing broker 1 . Beginning in the May 1, 2015 broker's statement, the GE Money Bank Salt Lake UT 87 CD was now referred to as Synchrony Bank Retail CD 7/23/15 2 . Beginning in the May 1, 2015 broker's statement, the GE Money Bank Salt Lake UT TS CD was now referred to as Synchrony Bank Retail CD 7/25/16 3 . Begginning in the May 1, 2015 broker's statement, the GE Money Bank Salt lake UT U2 CD was now referred to as Snchrony Bank Retail CD 7/24/17 4 . This was an adult child's account that we had access to in order to deposit funds when the child was abroad. 5 . This is an adult child's account that we had access and made decisions on until 5/31/2015, 6. . This item was left off of my 2013 and 2014 reports by accident. | mistakenly confused this asset with 1Shares TR Dow Jones US Real Estate Index Fd, which 1 wrongly thought was the predecessor-in-name of this asset. So, when | bought this asset on July 2, 2013 (value code J), | inadvertently did not report that tranasaction, | repeated the error in 2014 and in 2015 (when the [Shares TR Dow Jones was sold and 1 listed Ishares US Real Estate ETF without checking to see how it was (or in this case was not) earlier reported.) --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10108. Public record. Not legal advice.