# Bridget Shelton Bade

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10969

## Record

- **Judge:** Bridget Shelton Bade
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 18

## Text

H) ACCOUNTS
Arizona Central Credit Union — Int/Div
H)BSB ROTH IRA - BAIRD
Aim Invesco Coemstock C1 C — Int/Div
MFS Limited Maturity C1 C — Int/Div
H)TWB ROTH IRA - BAIRD
Davis NY Venture Cl C — Int/Div
Davis NY Venture Cl C — Distribution — Buy (add'l)
Davis NY Venture Cl C — Distribution — Buy (add'l)
MFS Limited Maturity C1 C — Int/Div
H)MNB COVERDELL ESA - BAIRD
Davis NY Venture C1 C — Int/Div
Davis NY Venture C1 C — Distribution — Buy (add'l)
Davis NY Venture C1 C — Distribution — Buy (add'l)
H)MTB COVERDELL ESA - BAIRD
Davis NY Venture C1 C — Int/Div
Davis NY Venture C1 C — istrnibution — Buy (add'l)
Davis NY Venture C1 C — Distribution — Buy (add'l)
Ivy Balanced Cl C — Int/Div
XLK Sector Technology Select Sector Spdr (xX) — Int/Div
H)BSB ROLLOVER IRA <- BAIRD
Baird Money Market — Interest
ESRX common stock — None
GE common stock — Int/Div
HD common stock — Int/Div
MRK common stock — Int/Div
MSFT common stock — Int/Div
PG common stock — Int/Div
XCEL common stock — Int/Div
TWB ROLLOVER IRA - BAIRD
Baird Money Market — Interest
MO common stock — Int/Div
BAC common stock — Int/Div
C common stock — Int/Div
CSCO common stock — Int/Div
COP common stock — Int/Div
GE common stock — Int/Div
INTC common stock — Int/Div
JPM common stock — Int/Div
INJ common stock — Int/Div
KRFT common stock — Int/Div
MRK common stock — Int/Div
MSFT common stock — Int/Div
MDLZ common stock — Int/Div
PM common stock — Int/Div
PFE common stock — Int/Div
PSX common stock — Int/Div
DBO Powershares DB Multi Sector Commodity Trust Oil Fund — None
XCEL common stock — Int/Div
Blackrock S&P 500 Index Investor C1 A — Int/Div
H) BSB ROLLOVER IRA - BEACON POINTE
TDAM US Government Portfolio — Int/Div
Ishares Russell 100 Index Fund — Int/Div
Cullen Value FAHi Dvd Fd CI A — Int/Div — Buy (add'l)
Cullen Value FAHi Dvd Fd CI A — Distribution — Buy (add'l)
First Eagle Sogen Fds Inc Global C1 A — Int/Div
First Eagle Sogen Fds Inc Global C11 — hy
SK — Distribution
Manning & Napier Pro Blend Ext Term Series Fd — Int/Div
ol) — Distribution
Northern Lights Swan Defmed Risk A — Int/Div
Pimco Fds All Asset All Authority — Int/Div — Buy (add'l)
Pimco Fds All Asset All Authority — Buy (add'l)
Pimco Fds All Asset All Authority — Buy (add'l)
Pimco Fds All Asset All Authority — Sold
Touchstone Funds Small Cap Core A — Int/Div — Sold
Virtus Funds Emerging Mkts Oppty — Int/Div
DVN common stock — Int/Div — Sold
GE common stock — Int/Div
GS common stock — Int/Div
BlackRock Strategic Income Opps Inv A — Int/Div — Buy
72 — istmbution
H) TWB & BSB JT TEN - BEACON POINTE
TDAM Municpal Portfolio Class A — Int/Div
First Eagle Sogen Fds Inc Global C1 A — Int/Div
First Eagle Sogen Fds Inc Global C11 — Int/Div
“+ — Distribution
FPA Crescent Portfolio — Int/Div — Sold
Northern Lights Swan Defined Risk — Int/Div — Buy (add'l)
Northern Lights Swan Defined Risk — Buy (add'l)
Riverpark Wedgewood Inst — Int/Div
x2 — istmbution
Riverpark Wedgewood Retail — Int/Div
Touchstone Small Cap Core A — Int/Div — Sold
Virtus Funds Emerging Mkts Oppo Fd C1 A — Int/Div — Sold (part)
Virtus Funds Emerging Mkts Oppo Fd C1 A — Buy (add'l)
Virtus Funds Emerging Mkts Oppo Fd C1 A — Buy (add'l)
BAC common stock — Int/Div
GOOG common stock — None — Sold
TDAM Municipal Portfolio — Int/Div
GS common stock — Int/Div
Pimco Fds All Asset All Authority Inst — Int/Div — Buy (add'l)
Pimco Fds All Asset All Authority Inst — Sold
Pimco Total Retum D — Int/Div — Buy (add'l)
Pimco Total Retum D — Sold
Riverpark Wedgewood Retail — Int/Div
98 — Distribution
Diamond Hill Small Cap — Int/Div — Buy
Diamond Hill Small Cap — istnibution — Buy (add'l)
Manning & Napier Pro Moderate Term — Int/Div — Buy
102 — Distribution
BlackRock Strategic Income Opps Inv A — Int/Div — Buy
104 — Distribution
Metropolitan West Total Return Bond — Int/Div — Buy
FPA Crescent Portfolio — Int/Div
Northern Lights Swan Defined Risk A — Int./y
Rbb Bp L/S esearch Inv — Int/Div — Buy
Virtus Funds Emerg Mkts Oppo Fd C1 A — Int/Div — Buy (add'l)
H) TWB ROLLOVER IRA - BEACON POINTE - SARATOGA VALUE
TDAM Municipal Portfolio Cl A — Int/Div
MMM common stock — Int/Div
ABT common stock — Int/Div — Sold
ABBY common stock — Int/Div
AAPL common stock — Int/Div
ACN common stock — Int/Div — Buy
ADP common stock — Int/Div
BAX common stock — Int/Div — Buy
BDX common stock — Int/Div — Buy (add'l)
BRK B common stock — Int/Div
CHRW common stock — Int/Div — Buy (add'l)
CTSH common stock — None — Buy
CSCO common stock — Int/Div — Buy (add'l)
COH common stock — Int/Div
KO common stock — Int/Div
GD common stock — Int/Div — Sold
IBM common stock — Int/Div — Buy (add'l)
INJ common stock — Int/Div
MCD common stock — Int/Div — Buy (add'l)
MDT common stock — Int/Div — Buy (add'l)
MSFT common stock — Int/Div — Buy (add'l)
NKE common stock — Int/Div
NVO common stock — Int/Div
OMC common stock — Int/Div
ORCL common stock — Int/Div — Buy (add'l)
PEP common stock — Int/Div
PG common stock — Int/Div — Buy (add'l)
SYK common stock — Int/Div
SYY common stock — Int/Div — Buy
TSS common stock — Int/Div
UTX common stock — Int/Div — Buy (add'l)
VAR common stock — Int/Div — Buy (add'l)
WMT common stock — Int/Div — Buy (add'l)
H) BBR PSP - TCS FINANCIAL (account closed - funds to rollover IRA)
Alhance Bernstemn Premium Growth C1 A — Int/Div — Sold
Allianz Convertible D — Int/Div — Sold
Fidelity Funds Pharmacueticals Fd — Int/Div — Sold
Fidelity Equity Income — Int/Div — Buy
Fidelity Equity Income — Sold
Fidelity Funds Brkg & Inv Mgmt — Int/Div — Sold
Invesco Mid Cap Core Eq Fd C1 A — Int. — Sold
Mamstay Fds Convertible A — Int/Div — Sold
Oppenheimer Cap Appreciation Cl A — Int/Div — Sold
Prudential Fds Jennison Growth A — Int/Div — Sold
T Rowe Price Equity Income F Sh Ben Int — Int/Div — Sold
Virtus Funds Real Estate Securities Cl A — Int/Div — Sold
Franklin Convertible Securities C1 A — Int/Div — Sold
Looms Sayles Bond Retail — Int/Div — Buy
Looms Sayles Bond Retail — Sold
Lord Abbett Fundamnetal Equity A — Int/Div — Buy
Lord Abbett Fundamnetal Equity A — Sold
Fidelity Advisor Strategic Income A — Int/Div — Buy
Fidelity Advisor Strategic Income A — Sold
Franklin US Govt Secs A — Int/Div — Buy
Franklin US Govt Secs A — Sold
Goldman Sachs Mid Cap Value A — Int/Div — Buy
Goldman Sachs Mid Cap Value A — Sold
Goldman Sachs High Yield Mum A — Int/Div — Buy
Goldman Sachs High Yield Mum A — Sold
Morgan Stanley Institutional Growth — Int/Div — Buy
Morgan Stanley Institutional Growth — Sold
MFS Utilities A — Int/Div — Buy
MFS Utilities A — Sold
Northern Small Cap Value — Int — Buy
Northern Small Cap Value — Sold
Northern Technology — hy — Buy
Northern Technology — Sold
Oppenheimer Global A — Int/Div — Buy
Oppenheimer Global A — Sold
PIMCO Real Return A — Int/Div — Buy
PIMCO Real Return A — Sold
Putnam Convertible Securities A — Int/Div — Buy
Putnam Convertible Securities A — Sold
Putnam AMT-Free Mumicipal A — Int/Div — Buy
Putnam AMT-Free Mumicipal A — Sold
Ariel Appreciation Investor — Int/Div — Buy
Ariel Appreciation Investor — Sold
Clipper — Int/Div — Buy
Clipper — Sold
Deutsche High Income A — Int/Div — Buy
Deutsche High Income A — Sold
Deutsche Global Income Builder A — Int/Div — Buy
Deutsche Global Income Builder A — Sold
Western Asset Inflation Indexed Plus Bond — Int/Div — Buy
Western Asset Inflation Indexed Plus Bond — Sold
Wells Fargo Advantage Core Bond Adm — Int/Div — Buy
Wells Fargo Advantage Core Bond Adm — Sold
H) LIFE INSURANCE POLICIES
Northwestern Mutual Whole Life — Int/Div
Northwestern Mutual Adjsutable CompLife — Int/Div
Northwestern Muutal Adjsutable CompLife — Int/Div
Northwestern Mutual Whole Life — Int/Div
Northwestern Mutual 65 Life — Int/Div
H) OFFICE CONDO
TBMZ Investments LLU - office condo 1 Tempe, AZ I — Rent — Buy — Diggs LLC
Director, Archway Classical Academy - Chandler (1/1/14-6/30/14)
Spouse's income — 2014 — Self-Employed Attomey - Thomas W, Bade PLC (1/1/14-12/31/14)
BBR PSP = Bade Baskin Richards Profit Sharing Plan, which is my [Jl former law firm's profit sharing plan. The plan was terminated m 2014, and all assets

were rolled into a self-directed IRA at Beacon Pointe,

TBM2 Investments LLC was formed in 2014 with judge and Jl] «s members, TBM2 Investments LLC purchased an office condo, which is leased to judge's

I law practice. Actual purchase price was $450,000.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10969. Public record. Not legal advice.