# David Whalin

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10441

## Record

- **Judge:** David Whalin
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 8

## Text

Jefferson County Federal Credit Union — Interest
Exxon Mobil — Int/Div
ILAF (money market) — Interest
Harbor Bond Fund — Int/Div — Sold (part)
Harbor Int] Inst] Fund — None
Royce Premier Fund — Int/Div
Yacktman Focused Fund — Int/Div — Sold (part)
Allancebermnstein Global — Int/Div
Prudential Invst Port. Jennison — Int/Div
Wells Fargo Advantage Growth — None — Sold (part)
Wells Fargo Advantage Growth — Sold (part)
ILAF (money fund) — Int/Div
Proctor and Gamble — Int/Div
New York Whole Life — None
Stock Yards Bank Account — Ine
Ivy Funds Small Cap CI 1 — None — Buy (add'l)
Ivy Funds Small Cap CI 1 — Buy (add'l)
Ivy Funds Small Cap CI 1 — Buy (add'l)
Ivy Fund Asset Strategy C1 — Int/Div — Buy (add'l)
Ivy Fund Asset Strategy C1 — Buy (add'l)
John Handcock Soverreign Fd Cl 1 — Int/Div — Buy (add'l)
John Handcock Soverreign Fd Cl 1 — Buy (add'l)
John Handcock Soverreign Fd Cl 1 — Buy (add'l)
John Handcock Soverreign Fd Cl 1 — Buy (add'l)
Oppenheimer Dev. Mks C1'Y — Int/Div — Buy (add'l)
Prudential Inve. Port. Equity Opp. Class Z — Int/Div — Buy (add'l)
Prudential Inve. Port. Equity Opp. Class Z — Buy (add'l)
Thomburg Intl Value C11 — Int/Div — Buy (add'l)
Thomburg Intl Value C11 — Buy (add'l)
Touchstone Invest. Mid Cap C1 Y — Int/Div — Buy (add'l)
Touchstone Invest. Mid Cap C1 Y — Buy (add'l)
Touchstone Invest. Mid Cap C1 Y — Buy (add'l)
Alhancebernstein Global Bd. Fd — Int/Div — Buy (add'l)
Alhancebernstein Global Bd. Fd — Buy (add'l)
Alhancebernstein Global Bd. Fd — Buy (add'l)
Alhancebernstein Global Bd. Fd — Buy (add'l)
Prudential Short Term Corp Bond C1 Z — Int/Div — Buy (add'l)
Prudential Short Term Corp Bond C1 Z — Buy (add'l)
Prudential Short Term Corp Bond C1 Z — Buy (add'l)
Income — 2012 — Kentucky Retirement System, Fixed Annuity — S40.000.00
Spouse's income — 2012 — Landrum and Shouse, LLP salary
Part VIL, line 39: Formerly known as and listed in previous report as J.D. Moderate Allocation Fund®

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10441. Public record. Not legal advice.