# Jerry C. Oldshue jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/10184 ## Record - **Judge:** Jerry C. Oldshue jr - **Year:** 2016 - **Report type:** Annual - **Pages:** 10 ## Text Synovus Bank account — Interest Capstone Bank acount — Interest 401K (H) DFA US MICRO CAP — None — Sold MELONSTABLE VALUE FUND — None — Sold VANGUARD EMERGING MKTS STOCK INX ADM — None — Sold VANGUARD TARGET RETIREMENT 20028 — None — Sold AMERICAN INCOME FUND OF AMERICA CLASS R — None — Sold IRA#I(H) FIDELITY SELECT NATURAL RESOURCES — None — Sold FIDELITY SELECT COMMERCIAL EQUIPMENT — None — Sold FIDELITY SELECT FINACIAL SERVICES — None — Sold FIDELITY SELECT SOFTWARE — None — Sold FIDELITY SELECT CONSUMER STAPLES — None — Sold FIDELITY SELECT ELECTRONICS — None — Sold IRA #2 (H) MORGAN STANLEY — Interest BLACKSTONE ALT MULT STRATINIST — Int/Div — Buy WILLIAM BLAIR INTL GROWTH — Int/Div INVESCO INTL GROWTH — Int/Div HARDING LOEVNER EMERG MKTS ADV — Int/Div COLUMBIA SEL LARGE CAP VAL — Int/Div COLUMBIA SELECT LG CP GROWTH — Int/Div DAVIS NEW YORK VENTURE — Int/Div PRUDENTIAL JENNISON GROWTH — Int/Div JANLS FLEXIBLE BOND — Int/Div LORD ABBETT SHT DURATION INC — Int/Div AQR MANAGED FUTURES STRATEGY — Int/Div CALAMOS MARKET NEUTRAL INC — Int/Div — Sold HILL LONG-SHORT — Int/Div IVY MID CAP GROWTH — Int/Div VICTORY RS VALUE — Int/Div VICTORY RS SMALL CAP GROWTH — Int/Div VICTORY RS PARTNERS — Int/Div MLP SELECT 40 — Int/Div BLACKROCK HI YIELD BD PTF INST — Int/Div VOYA GLOBAL REAL ESTATE — Int/Div PIMCO SHORT TERM — Int/Div LS PIMCO FOREIGN BD — Int/Div S29 PLANS (HD) TROWE PRICE US SMALL CAP GROWTH (XO) — None PIMCO SHORT-TERM 529 — None NORTHERN BOND INDEX 529 — None T.ROWE PRICE BALANCED 529 — None T. ROWE PRICE REAL ESTATE 529 — None T. ROWE PRICE LARGE CAP GROWTH 529 — None NORTHERN MID-CAP INDEX 529 — None NORTHERN SMALL CAP INDEX 529 — None LORD ABBETT DEVELOPING GROWTH 5294Y) NORTHERN FUNDS INTERNATIONAL EQUITY INDEX 529 — None LAZARD EMERGING MARKETS 529 — None COHEN & STEERS DIVIDEND VALUE £29 — None BROKERAGE ACCOUNT (HY ALPHABET INC CLASS C COMMON STOCK — None AMAZON.COM INC COM — None — Buy APPLE INC COM COMMON STOCK — Int/Div MICROSOFT CORP COM (X) — Int/Div SOUTHERN COMPANY COMMON STOCK — Int/Div — Sold IRA #3 (H) ACR MANAGED FUTURES STRATEGY — Int/Div — Buy COLUMBIA SEL LARGE CAP VALZ — Int/Div — Buy COLUMBIA SELECT LGOP GROWTHZ — Int/Div — Buy DIAMOND HILL LONG SHORT — Int/Div — Buy DREYFUS NEWTON INTL EQI — Int/Div — Buy HARBOR INTERNATIONAL INST — Int/Div — Buy INVESCO DEVELOPING MARKETS — Int/Div — Buy INVESCO DIVERSIFIED DIVIDEND — Int/Div — Buy INVESCO INTL GROWTH — Int/Div — Buy INVESCO SMALL CAP VALUE — Int/Div — Buy JANLS ENTERPRISE — Int/Div — Buy JANLS RESEARCH — Int/Div — Buy JP MORGAN DYNAMIC SM OP GR SEL — Int/Div — Buy PRUDENTIAL JENNISON GROWTH — Int/Div — Buy VICTORY GLB NATURAL FES — None — Buy VICTORY RS VALUE — Int/Div — Buy Liability — Chase Bank — Credit Card Liability — Capital One — Credit Card Reimbursement — Florida State Bar Bankruptcy CLE — September 16-17 20016 — Santa Rosa Beach, FL — Bankruptcy CLE (Teaching) — Transportation, meals, and lodging Reimbursement — School of Law Bankruptcy CLE — we — at RTA ee — (Teaching) — rT Er Te IS nT AR I sss I a Reimbursement — Mobile/Baldwin County ) Bench and Bar CLE — December 2-4, 2016 — Fairhope, AL — CLE (Teaching) — Transportation, meals, and lodging Spouse's income — 2016 — American Christian Academy - Teaching Salary Part VII, Line 3, 9 and 40 - Investment asset accounts 401K, IRA #1 and 529 Plans do not report income to the account. The reports only show the market value in the account, thus the column B(1) is left blank and *None" is entered in column B(2). Any other lines reporting no income means no income was eamed on that investment during the year, Part VII, Line 3 - Investment account 401K was a retirement plan with a previous employer. The account was closed and all funds were moved to a new retirement account via a nontaxable retirement rollover. The new retirement account the funds were moved to is listed as IRA #3. The statement does not provide gain or loss detail on the disposition of the assets. Part VII, Line 9 - Investment account TRA #1 was closed and all funds were moved to the new retirement account called IRA #3 via a nontaxable retirement rollover. The statement does not provide gain or loss detail on the disposition of the assets. Part VIL, Line 41 and 49 - Per note above the 529 Plan statements only report market value of assets held. No buy or sell information is provided. These lines reflect one new asset in the account and one asset that is no longer held. Part VII, Line 57 - Additional Microsoft stock was purchased in 2016, but less than $1,000 was purchased thus no buy information listed. Amount of Micrososft stock held in account in previous year was under the reporting threshold. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10184. Public record. Not legal advice.