# Roberta A. Colton > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/11576 ## Record - **Judge:** Roberta A. Colton - **Year:** 2016 - **Report type:** Annual - **Pages:** 12 ## Text Opp. Dev. MKU/ODVYX — None — Sold Bank of America Accounts — Interest Ally Bank CD — Interest Northern Trust Account — Interest — Closed Vanguard Retirment Fund 2025 — Int/Div Vanguard Admiral Fund — Int/Div Vanguard Ltd. Municipal Fund — Int/Div UBS Money Mkt. Account — Interest — Closed Boeing Stock — Int/Div — Sold Nextera Energy Stock — Int/Div — Sold Eaton Vance Nat'l Municipal IncomeFund — Int/Div — Sold IBM Stock — Int/Div — Sold Templeton Global Income Fund — Int/Div — Sold Walt Disney Stock — Int/Div — Sold Comcast Stock — Int/Div — Sold Shwab Money Mkt. Account — Interest Vanguard Wellsley Fund - IRA — Int/Div Charter Comm — None — Sold Morley Stable Value Fund - Trenam 401(k) — None — Sold Metro West titRtn Bond Fund 1- Trenam 401K) — Int/Div — Sold Am. Fds Bal. RS Fund - Trenam 401(k) — Int/Div — Sold Amazon Stock — None — Sold AT&T Stock — Int/Div — Sold Avis budget Stock — None — Sold Charles Schwab Corp. Stock — Int/Div — Sold CSCO — Int/Div — Sold Express Scripts Stock — None — Sold Intel Stock — Int/Div — Sold McKesson Stock — Int/Div — Sold Oracle Stock — Int/Div — Sold Phizer Stock — Int/Div — Sold Time Wamer Cable Stock — Int/Div — Sold Time Wamer Inc. Stock — Int/Div — Sold Wyndham Workwide Stock — Int/Div — Sold Baron Asset Fund — Distribution — Sold Janus Global Research Fund — None — Sold Schwab Core Equity Fund — None — Sold Touchstone Focused Fund — None — Sold Eaton Vance Total Rate Advantage Fund — Int/Div — Sold T. Rowe Price Rtmt. 2020 Fund- Trenam 401K) — None — Sold Vanguard TI Stk Mkt Indx. Adm Fund Trenam 401(k) — Int/Div — Sold Vanguard Sel. Value Inv. Fund - Treanm 401K) — None — Sold Am Fds EuroPacific Grth R6 Fd - Trenam 401K) — None — Sold Vanguard Variable Amnuity- Equity Index — Int/Div Vanguard Variable Anmuity - Balanced — Int/Div Vanguard Vanable Anmty- Growth — Int/Div Vanguard Vanable Annuity-Money Market — Int/Div Vanguard Variable Ammuity - Equity Income — Int/Div Fifth Third Bank- HSA — Interest UBS - IRA - MM — Int/Div — Closed Artisan Intl Value Fund — Distribution — Buy Artisan If] Value Fund — Int/Div — Buy Artisan Int'l Value Fund — None — Sold Vanguard Total Int'l SIK'VTIAX — Int/Div — Buy Vanguard Total Int'l Stk/VTIAX — None — Sold Vanguard Total Bond/VBTLX — Int/Div — Buy Vanguard Total Bond/VBTLX — istrnibution — Sold Opp. Dev. MKUODVYX — Int/Div — Buy Harbor International HAINX — None — Buy Harbor International HAINX — Int/Div — Sold Vanguard Small Cap Inx/VSMAX — Int/Div — Buy Vanguard Short Term mfl/VTAPX — Int/Div — Buy Vanguard Total Sk. Index — Int/Div — Buy Vanguard Total Stk. Index — None — Buy (add'l) Vanguard Total Sik. Index — None — Buy (add'l) Vanguard Total Stk. Index — None — Buy (add'l) Westwood Inc.Oppty Fund — Int/Div — Buy Westwood Inc. Oppty Fund — Distribution Vanguard REIT Index — Int/Div — Buy Deutsche Global Infrastructure Inst — None — Buy Deutsch Global Inrastructure Inst — Int/Div — Buy (add'l) Baird Short Term Bd. Inst — None — Buy Eaton Vance Floating Rate Adv, — Int/Div — Buy Oakmark Int'l Sm. Cap Fund — Int/Div — Buy Oakmark Int'l Sm. Cap Fund — Distribution Seafarer Overseas Gwth. & Inc. Fund Inst — None — Buy Van Eck Global Hard Assets Fund CL — Int/Div — Buy Van Eck Global Hard Assets Fund CL — None — Buy (add'l) Van Eck Global Hard Assets Fund CL — None — Buy (add'l) Metro West Total Return Bd. Fund — Int/Div — Buy Metro West Total Return Bd. Fund — None — Buy (add'l) Templeton Total ReturnAdy — Int/Div — Buy FMI Int'l FB — None — Buy Loomis Sayles Strat. Inc. Fund — Int/Div — Buy Looms Sayles Strat. Inc. Fund — Distribution Vanguard Total St. Index — None — Buy (add'l) President/Board of Trustees, Hillsborough County Bar Foundation Executive Committee, Trenam Law Firm (Jan 1, 2016 - Mar. 31. 2016) Agreement — 03/312016 — Retum of Capital from Former Law Firm - Trenam Law and R.A. Colton -$41,372 pavable over two years Agreement — 2016 — 401k) Plan with Former Law Firm Reimbursement — Jacksonville Bar Assocution — Aug. 25-26, 2016 — Jacksonville, Florida — Semmar — Hotel, Dinner and Transportation Reimbursement — Florida Bar - Businsess Law Section — Nov, 1:2. 2016 — Miami, Florida — Sermmar-View From the Bench — Hotel, Dinner and Transportation Income — 2016 — Compensation from former firm - Trenam Law — $51,250.00 Income — 3/3172016 — Return of Capital from former firm - Trenam Law — S15.000.00 Part VIL. Note 1: Liquidation of 401(k) Plan. In August 2016, | liquidated the 401(k) plan that | had with my former law firm for over 30 years. 1 have been advised that the Plan Administrator for the 401(k) Plan does not account or keep records on contributions and earnings that could be used to calculate gains. 1am sure there are significant gains, but the information is not available to calculute them. Accordinly, I have left column D(4) blank for Lines 18-20 and 39-42. Note 2: Where a fund has multiple Line entries (to indicate additional purchases or sules), | have reflect 2016 eamings for the fund as whole in just one of the Lines, The remaining Lines for that fund reflect "None" in column B{2) Note 3: Liquidation of Individual Stock Holdings. Also, in August 2016, I also liquidated ull of my individual stock holdings. A number of the stocks and funds sold actually were at a loss. In that event, | still used the value "A". Stocks sold with a value of less than $1,000 are not included m this form. Responses to Two Inquiries from the Committee on Financial Disclosures, dated May 26, 2017: INQUIRY: Part VII, listing "CSCO" does not appear on prior (2015) report. RESPONSE: | misindentified this stock in my 2015 report. "Comcast" is listed twice, first on line 14 and again on line 25 of my amended 2015 report dated July 26, 2016. One of the entries should have been designated “CSCO.” The information for both stock is the same. INQUIRY: Part VII, line 52 "Artisan Int'l Value Fund” does not appear on the prior (2015) report. RESPONSE: The Artisan Int'l Value Fund shares were purchased during the 2016 reporting period, not during the prior reporting period. The purchases and dates of purchase are reflected on lines 50 and 51 of this report. The shares were sold later in this 2016 reporting period, as reflected on line 52. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11576. Public record. Not legal advice.