# William E. Cassady

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11380

## Record

- **Judge:** William E. Cassady
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 8

## Text

Regions Bank (Account) — Interest
Franklin/Templeton World Fund CL A (TEMWX) IRA — Int/Div
Vanguard Mutual Funds IRA
Asset Allocation Fund — Int/Div
STAR Fund — Int/Div
Frunklin Income Fund CL A IRA (FKINX) — Int/Div
Rental Property « Jefferson Co., B'ham, AL (Southbury, LLC) — Rent
Butler Co, AL land (Apr. 4/14/10) (Cassady Farms, LLC) — None
House & lot, Greenville, AL (Apr. 4/4/10) (Cassady Farms, LLC — Rent
Common Stock, Town & Country National Bank — Int/Div
Participating Units - Cassady Farms, LLC — None
Participating Units - Southbury Condo, LLC — None
Brokerage Account #1
Bank Deposit Sweep Account — Interest
Franklin Tax Free TR Fed Interm Term Advisor CL (FITZX) — Int/Div — Buy (add'l)
Nuveen Mun Trust Inter Duration Mun Bd FA CL (NUVBX) — Int/Div — Buy (add'l)
T Rowe Prie Summit Mun Fds Inc - Mun Inter Fd (PRSMX) — Int/Div — Sold (part)
T Rowe Price Tax Free Shrt (PRSFX) — Int/Div — Sold (part)
Thomburg Invt Tr Ltd Ter Mun Fd C1 (LTMIX) — Int/Div — Sold (part)
Cohen & Steers Rlty Shs (CSRSX) — Int/Div — Buy (add'l)
Dreyfus Appreciation Fd (DGAGX) — Int/Div — Sold (part)
Europacific Growth Fd Fl (AEGFX) — Int/Div — Sold (part)
Goldman Sachs Tr (FTXXX) — Int/Div — Sold (part)
Goldman Sachs Tr (FTXXX) — Buy (add'l)
Goldman Sachs Tr (FTXXX) — Sold (part)
MFS Ser Trust 111 CL A (MMHYX) — Int/Div — Sold (part)
Nuveen All-American Mun BD FD Instl SHS CL (FAARX) — Int/Div — Sold
Oppenheimer Intl Bond Fund Cl A {OIBAX) — Int/Div
Templeton Income TR GLB BD Advisor ({TGBAX) — Int/Div — Sold (part)
Eagle Mid Cap Stock Fund (HMCJX) — Int/Div — Sold (part)
DWS Tax Free (SZMIX) — Int/Div — Buy
DWS Tax Free (SZMIX) — Buy (add'l)
Fidelity ADV EMERG MKTS (FMKIX) — Int/Div — Sold (part)
GULF POWER NOTES S<18<16 (GUA) — Interest
GUGGENHEIM ZACKS INCM ADVAN STRATPT2YRSR 3 REIN (CTZICX — Int/Div
FIRST TRUST PORTFOLIOS MUNI INCOME CLOSED END SERIES SI RFI — Int/Div
FIRST TRUST PORTFOLIOS STRATEGIC DIV SELECT SER 9 — Int/Div — Note 2, Part VIL
First Trust Portfolios Tactical Inc Series 21 — Int/Div — Note 2, Part VIL
First Trust Portfolios Interest Rate Hedge Series 71 — Int/Div — Note 2, Pare VIL
Calamos Strategic Total Return Fd. (CSQ) — hy — Note 1, Pare VIII
Liberty All-Star Equity Fund (USA) — Int/Div — Note 1, Part VIL
Transamerica Advisors Life Ins. Co. — Distribution
The Ohso National Life Ins, Co. Annuity — Distribution
Pacific Life Annuity — Distribution
Estate #1
Building/ land in Wilcox Co., Camden AL (Approx. 4/14/10) — Sold
Franklin Alabama Tax-Free Income Fund- CL C(FALEX) — Note 2, Part VIL
Legslatgive Committee, Federal Magistrate Judges Assocation
Manager, Cassady Farms, LLC
Manager, Southbury Condo, LLC
Reimbursement — Federal Magistrate Judges Association — O9IS/13-09/20/13 — Washington, DC — Commuttee Meeting — Transportation, lodging and food
Note | - Part VIL Investments

The Closed End Mutual Funds, Part VII, lines 40-41, were inadvertantly left off the 2012 Report. They were purchased on June 13, 2012. Their value at the time

of purchase was J.

Note 2 - Part VII, Investments.

The Equity Trusts listed in lines Part VII, lines 37-39 were inadvertantly left off the 2012 Report. They were all purchased on July 1, 2012. Their value at the time

of purchase was K.

Note 3 - Part 11. Investments,

The Mutual Fund previously owned by Estate #1 and listed in Part VIL line 47 was distributed to [Jl] on December 31, 2012 and that distribution was not

shown on the 2012 Disclosure.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11380. Public record. Not legal advice.