# Michael R. Merz > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12301 ## Record - **Judge:** Michael R. Merz - **Year:** 2016 - **Report type:** Annual - **Pages:** 12 ## Text Doubleline Total Return Bond — Int/Div — Buy Fifth Third Bank — Interest John Hancock Life msurance cash valve policy — Int/Div MetLife insurance cash value policy — Int/Div IRAZI(H) Goldman Sachs Bank Insured (Cash Account) (X) — Interest AT&T Common shares — Int/Div — Sold (part) AT&T Common shares — Sold (part) Alcoa. Inc — Int/Div — Sold Amgen common — Int/Div Apple common — Int/Div Biogen, Inc — Int/Div Bristol-Myers Squibb — None — Buy Carriage Services, Inc — Int/Div Centurylink Inc — None — Buy CVS Health Corp — None — Buy Donnelly RR & Sons common — Int/Div Expeditors Intl Wash Inc — Int/Div Express Scripts Holding — Int/Div Exxon Mobil common — Int/Div — Sold (part) Fastenal Co — Int/Div Gilead Sciences Ing — Int/Div — Buy Goodyear Tire & Rubber common — Int/Div — Buy Goodyear Tire & Rubber common — Sold Hancock Holding Co — Int/Div — Sold Harley Davidson, Inc — Int/Div Health Care REIT Inc. common (Y) Hospitality PPTYS TR — Int/Div — Buy IBM Corp — Int/Div Invesco LTD — Int/Div — Buy Johnson Controls Ine — Int/Div — Buy Kindermorgan Inc DE — Int/Div — Buy Kindermorgan Inc DE — Sold LSC Communications Inc (X) — Int/Div McKesson Comp — None — Buy Monsanto Co — Int/Div — Sold PPL Corp. common — Int/Div — Sold Peoples United Financial — Int/Div — Sold (part) Pitney Bowes Inc — Int/Div — Buy Qualcomm, Inc — Int/Div Royal Dutch Shell PLC sponsored ADR Repstgn A common — Int/Div Schlumberger LTD — Int/Div — Sold Southwest Airlines — Int/Div Stericycele Inc — None — Buy Stericycele Inc — Buy (add'l) Talen Energy Com (Y) Verizon Communications — Int/Div Washington REIT SBI — Int/Div — Sold (part) Welltower Inc — Int/Div — Sold (part) Welltower Inc — Sold (part) Ishares Trust S&P US PFD Stock Index Fund — Int/Div — Sold (part) Nuveen Credit Strategies Income Fund (Y) Nuveen Municipal Value Fund (X) — Int/Div — Sold (part) IRA#2(H) Alcoa Inc — Int/Div — Sold AT&T Inc. common — Int/Div — Sold (part) AT&T Inc. common — Sold (part) Amgen lnc.common — Int/Div — Sold (part) Apple Inc,. common — Int/Div — Sold (part) Biogen, Inc — Int/Div Carriage Services, Inc — Int/Div Domnelly RR & Sons — Int/Div — Sold (part) Expeditors Intl Wash Inc — Int/Div — Sold (part) Express Scripts Holding Co. common — Int/Div Exxon Mobil Corp. common — Int/Div — Sold (part) Fastenal Co — Int/Div Goodyear Tire & Rubber Co. common — Int/Div — Buy Goodyear Tire & Rubber Co. common — Sold Hancock Holding Company — Int/Div — Sold Harley Davidson Inc — Int/Div International Business Machines Corp. — Int/Div Monsanto Co — Int/Div — Sold PPL Corp. common — Int/Div — Sold People United Financial Inc. common — Int/Div — Sold (part) Qualcomm Inc — Int/Div Royal Dutch Shell PLC Sponsored ADR Repstg A shares — Int/Div — Sold (part) Schlumberger Lid — Int/Div — Sold (part) Schlumberger Lid — Sold Southwest Airlmes — Int/Div Talen Energy Corp (Y) Venzon Commumcations — Int/Div — Sold (part) Washington Real Estate Investment Trust — Int/Div — Sold (part) Welltower. Inc — Int/Div — Sold (part) Welltower. Inc — Sold (part) Ishares S&P US. Preferred Stock Index ETF — Int/Div — Sold (part) Nuveen Municipal Value Fund — Int/Div — Sold (part) Johnson Controls Ine — Int/Div — Buy Hospitality PPTYS TR SBI — Int/Div — Buy Kindermorgan Inc DE — Int/Div — Buy Kindermorgan Inc DE — Sold Gildead Sciences Inc — Int/Div — Buy Invesco LTD — Int/Div — Buy Stericycle Inc — None — Buy Stericycle Inc — Buy (add'l) LSC Communications (X) — Int/Div Bristol-Myers Squibb — None — Buy Pitney Bowes Inc — Int/Div — Buy CVS Health Corp — None — Buy Centurylink Inc — None — Buy McKesson Corp — None — Buy Investment Account £1 (H) Artisan Global Value Investors CL — Int/Div — Buy Diamond Hill Corp Credit CL — Int/Div — Buy IVA Worldwide CL A — None — Buy James Balanced Golden Rainbow Retail CL — Int/Div — Buy Wells Fargo Absolute Return ADM CL — None — Buy Westwood Income OPPTYS CL — None — Buy Trustee/director, president, East End Community Services Corporation Trustee! director, president, Dayton Metro Library Foundation Director, State Library of Ohio IRA #1 (lines 5-84) of the 2015 report was divided into two separate IRAs. The assets on 2015 lines 5-47 became 2016 IRA #1, and the assets on 2015 lines 48-84 became 2016 IRA #2, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12301. Public record. Not legal advice.