# Robert H. Whaley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11981

## Record

- **Judge:** Robert H. Whaley
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 15

## Text

Cash — Int/Div
FIDELITY INVESTMENTS ULTRA ACCOUNT:
Core Cash Account — Int/Div
FRANKLIN TEMPLETON:
Templeton Developing Mrkts Trust Mut Fd — Int/Div
BNY MELLON:
Occidental Petroleum Corp. Common Stock — Int/Div
FIDELITY EDUCATION ACCOUNT
NH 100% Equity Contribution — None — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
FIDELITY EDUCATION ACCOUNT
NH 100% Equity Contribution — None — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
FIDELITY EDUCATION ACCOUNT
NH 100% Equity Contribution — None — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
S10. — Buy (add'l)
FIDELITY EDUCATION ACCOUNT
NH 100" Equity Contribution — None — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
NH 100" Equity Contribution — Buy (add'l)
FIDELITY INVESTMENTS IRA
General Electric Common Stock — Int/Div
Fidelity Canada Mutual Fund — Int/Div
Fidelity New Markets Income Mutual Fund — Int/Div — Sold (part)
Fidehity Capital & Income Mutual Fund — Int/Div — Sold (part)
Fidehity Capital & Income Mutual Fund — Sold
Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)
Fidelity Strategic Income Mutual Fund — Sold
Dreyfus Intermat’l Bond Fund C1 1 Mutual Fund — Int/Div — Sold (part)
Furst Eagle Global Class A Mutual Fund — Int/Div
Oakmark Equity & Income Fd 1 Mutual Fund — Int/Div
Oakmark Global Fund Mutual Fund — None — Buy
Oakmark Global Fund Mutual Fund — Buy (add'l)
Kinetics Small Cap Opportunies Mutual Fund — None — Sold
Northern Small Cap Value Fund — None — Sold
Permanent Portfolio Mutual Fund — Int/Div
Third Avenue Real Estate Value Mutual Fund — None — Sold
Vanguard Wellington Mutual Fund — Int/Div
Fidelity Cash Reserve — Int/Div
FIDELITY INVESTMENTS:
Amgen Inc. Common Stock — Int/Div
The Ben Franklin Fed S&L Ass'n Common Stock — None
Johnson & Johnson Common Stock — Int/Div
Zimmer Holdings Inc. Common Stock — None
Fidelity Intemational Discovery Mutual Fund — None — Sold
Fidelity Canada Mutual Fund — Int/Div
Fidelity Diversified International Mutual Fund — None — Sold
Fidelity New Markets Income Mutual Fund — Int/Div
Fudehty Capital & Income Mutual Fund — Int/Div
Fidelity Real Estate Investments Mutual Fund — Int/Div — Sold
Fidelity Low-Priced Stock Mutual Fund — Int/Div
Fidelity Strategic Income Mutual Fund — Int/Div
American Balanced Class C Mutual Fund — Int/Div
Calamos Growth Fund Class C Mutual Fund — Int/Div
American Growth Fund of America Class C Mutual Fund — None
Oakmark Equity & Income Fd 1 Mutual Fund — Int/Div — Buy (add'l)
Oakmark Global Fund 1 Mutual Fund — None — Buy
Vanguard Wellington Fund Mutual Fund — Int/Div — Buy (add'l)
Fiudelity Cash Reserves — Int/Div
FIDELITY INVESTMENTS IRA
Fidelity Cash Reserves — Int/Div
Fidelity Diversified International Fund Mutual Fund — None — Sold
Fidelity New Markets Income Mutual Fund — Int/Div
Fidelity Small Cap Stock Mutual Fund — Int/Div — Sold
Fidelity Capital & Income Mutual Fund — Int/Div
Fidelity Real Estate Investment Mutual Fund — Int/Div — Sold
Fidelity Balanced Mutual Fund — Int/Div — Sold
Fidelity Strategic Income Mutual Fund — Int/Div
Fidelity Select Technology Mutual Fund — None — Sold
Dreyfus Int'l Bond Fund Mutual Fund — Int/Div
Oakmark Equity & Income Mutual Fund — Int/Div — Buy (add'l)
Bank of America Money Market Fund — Interest
Ltd. Partner, Deming & Ass, Roswell, NM (HUD Project) — Interest
Ltd. Partner, Deming Apartments, LLC — None
MassMutual: GP Life at 69 — Int/Div
MassMutual: Whole Life — None
New York Life (X) (see VII: — None
CBSS, LLC — None
TRUST #1 (Fidelity):
Fidelity Municipal Money Market Fund — Interest
Fudehity Balanced Mutual Fund — Int/Div
Fidelity Contrafund Mutual Fund — Int/Div
Fudehity Dividend Growth Mutual Fund — Int/Div
Fidelity Export & Multint’] Mutual Fund — Int/Div
Fidelity Canada Mutual Fund — Int/Div
Fidelity Int'l Discovery Mutual Fund — Int/Div
Fidelhity Strategic Income Mutual Fund — Int/Div
Fidelity Small Cap Stock Mutual Fund — Int/Div
Fidelity Total Bond Mutual Fund — Int/Div
Oakmark Select Mutual Fund — Int/Div
Trust #1, Sutter County, CA — Interest — Sold (part)
Trust #1, Sutter County, CA — Sold (part)
Trust #1, Sutter County, CA — Distnbuted
Trust #2: — None — Distributed
WELLS FARGO:
American Balanced Fund Mutual Fund — Int/Div
Capital Income Builder Mutual Fund — Int/Div
Income Fund of America Mutual Fund — Int/Div
Investment Company of American Mutual Fund — Int/Div
Umversity Trustee, Eastern Washmgton University
Member, Council on Public Legal Education, Washmgton State Bar Association
Income — 2011 — Eastern Washington University, Trustee Salary — S405.00
Spouse's income — 2011 — Winston & Casha, Salary
Page 11, Lines 122 & 123: Deming year-end values and earings codes remain the same as 2010. 2011 information is not available at the date of filing of this

disclosure because the K-1s are not yet available to the reporter,

Page 11, Line 129: New York Life insurance policy was inadvertently omitted in past filings.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11981. Public record. Not legal advice.
