# Roy Bale Dalton jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/11595 ## Record - **Judge:** Roy Bale Dalton jr - **Year:** 2015 - **Report type:** Annual - **Pages:** 10 ## Text Rugby Property, LLC: (Passive Investment as General Partner) Seaside Bank Account — None Rental Property #2 (Pensacola, FL) — Rent Installment Note on Sale of Rental Property #1 (Orlando, FL) — Interest — Matured Rental Property. Orlando, FL (X) — Rent Government Personnel Mutual Whole Life — Interest Seaside Bank Accounts — None John Hancock Guaranteed Universal Life Policy — None Lord Abbett (IRA #1) (Money Market Account) — Interest — Distnbuted Limited Partnership Interest in ITB Premium Fund IL LTD (IRA #2) — None Working Interest - Baker, Fisher County. TX — Rovalty Working Interest - Baldwin, Clay County. TX — Rovalty Working Interest - Cato #11, Hardeman County, TX — Rovalty Working Interest - Gibson , Cottle County, TX — Rovalty Working Interest - Hamilton #2, Palo Pinto County, TX — Rovalty Working Interest, Lytle Unit, Hardeman County, TX — Rovalty Working Interest, Mayfield - Clay County, TX — Rovalty Working Interest - McLellan-Swofford, Hardeman County, TX — Rovalty Working Interest - McNeese West, Hardeman County, TX — Rovalty Working Interest - Minshew Unit, Hardeman County, TX — Rovalty Working Interest - Smith Eagle Creek #1 Nolan County, TX — Rovalty Working Interest - Smith Eagle Creek #2. Nolan County, TX — None Workmg Interest - Southern Cotton, Hardeman County, TX — Rovalty Working Interest - Stell #2, Clay County, T™ — Rovalty Working Interest - Word #5, Hardeman County, TX — Rovalty Working Interest - Word #A-2, Hardeman County, TX — Rovalty Working Interest - Young, Hardeman County, TX — Rovalty Working Interest - Word #4, Hardeman County, TX — None Working Interest - Johnson #1, King County, TX — Rovalty Working Interest - Word #6, Hardeman County, TX — Rovalty Working Interest - Southern Cotton A-1 Hardeman County, TX — Rovalty — Buy — Corporation Three Shores Bancorporation, Common Stock — None GK Aviation, LLC (Passive Investment as a Limited Parmer) — None — Buy GK Aviation, Inc. (Passive Investment as a Limited Shareholder) — Distribution — Buy Brokerage Account #1 Seaside Bank Account Sweep Fund — Interest Seaside Bank Account Sweep Fund — None Three Shores Bancorporation — None Brokerage Account #2 Seaside Bank Account Sweep Fund — None Seaside Bank Account Sweep Fund — Interest Carrizo Springs TX Cons Dept — Interest Eagle Mtn & Saginaw Tex Indpt Ultd Tax Ref Bds — None — Buy Florida St Brd Ed Cap Outlay Cap Outlay Bds — Interest — Buy Delaware Transn Auth Transn Sys Sr Rey Bds Municipal Bond — None — Sold Franklin Ind Crinty Mult: Sch B First Municipal Bond — Interest Indiana Fin Autho Hwy Rev Municipal Bond — Interest Lauderhill Fla Wir & Swr Rev Municipal Bond — Interest Maine Mun Bd Bk Senal Bond — Interest New Jersey St CTFS Partn Equip Lease Municipal Bond — Interest New York NY City Transitional Fin Auth Municipal Bond — None — Sold New York St Dorm Auth Revs Ref Secd Municipal Bond — None — Sold Old Saybrook Comm GO Bds — Interest Seattle Wash RFDG Municipal Bond — Interest Wheelerville NY Un Free Sch D GO Sch Dist Bds — Interest — Buy Cohen & Steers Preferred Securities — Int/Div — Buy (add'l) First Eagle High Yield Fund Class #818 Mutual Fund — Int/Div — Sold Lord Abbett Investment Trust — Int/Div — Buy (add'l) Metropolitan West Total Return Fund — Int/Div — Buy (add'l) T Rowe Price Institutional Floating Rate Fund #170 Mutual Fund — Int/Div — Buy (add'l) T Rowe Price Institutional Floating Rate Fund #170 Mutual Fund — Sold (part) Thompson Bond Fund £160 — Int/Div — Sold Wells Fargo Advantage Adjustable Rate Govt Fund — Int/Div — Buy (add'l) Wells Fargo Advantage Adjustable Rate Govt Fund — Sold (part) Wells Fargo Advantage Adjustable Rate Govt Fund — Sold (part) Wells Fargo Advantage Adjustable Rate Govt Fund — Sold Vanguard Limited-Term Tax-Exempt Fund 4531(Y) AMG Yacktman Fund Service Class — None — Sold Eagle MLP Strategy Fund Class #445 — Int/Div — Sold Federated Strategic Value Dividend Fund IS #662 Mutual Fund — Int/Div Thornburg Investment Income Builder Fund Class 1 #261 — Int/Div — Buy (add'l) Touchstone Sands Capital Select Growth Fund Class Y #342 Mutual Fund — None — Sold Vanguard Dividend Growth Fund #57 Mutual Fund — Int/Div — Sold Vanguard Total Stock Market Index Fund ADM #585 Mutual Fund — Int/Div Pimco Short Term Fund Inst 237 — Int/Div — Buy Vanguard High Yield Corp Fd ADM #529 — Int/Div — Buy Vanguard High Yield Corp Fd ADM #529 — Buy (add'l) Catalyst Hedged Futures Strategy Fund Class 1 #217 — Int/Div — Buy Delaware Value Fund Class 2459 — Int/Div — Buy T Rowe Price New America Growth Fund Whi) — Int/Div — Buy Threeshores Bancorporation Common Stock — None Tapiture Common Stock (X) (Y) (see note 2 in part VII) Parmer, Rugby Property, LLC Spouse's income — 2015 — Rugby Property, LLC - Management Fee 1) Part VII (Investments and Trusts): The royalty income disclosed in Column B for each working interest is grass income from the specific oil well. 2) Part VII (Investments and Trusts): On January 4, 2014, Judge Dalton invested in Tapiture (common stock). This investment was inadvertently omitted from his 2014 FDR, No income was received from this investment in 2014, and the value code of this investment would have been K based on the book value of the investment at 12/31/2014. No income was received from this investment in 2015, and it is no longer reportable on the FDR. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11595. Public record. Not legal advice.