# Jon Phipps McCalla > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12306 ## Record - **Judge:** Jon Phipps McCalla - **Year:** 2016 - **Report type:** Annual - **Pages:** 15 ## Text IST TN BANK - CHECKING/ SAVING, MEMPHIS. TN — Interest mmm FARMS, SHELBY CO, TN — Rent SHS TRUSTMARK BANK COMMON — Int/Div FARM LAND #1, SHELBY COUNTY, TN 12/16/94 — Reat FARM LAND #2, SHELBY COUNTY, TN 11/2894 — Rent FARM LAND #3, SHELBY COUNTY, TN 112804 — Rent SHS TRUSTMARK BANK COMMON — Int/Div IRA-MORGAN STANLEY-AMERICAN FUNDS NEW PERSPECTIVE — Int/Div IRA-MORGAN STANLEY-FLOWERS INDUSTRIES SHS COMMON — Int/Div SHS HANOVER INS — Int/Div AMERICAN FUNDS-INVESTMENT CO OF AMERICA — Int/Div AMERICAN FUNDS-AMERICAN NEW PERSPECTIVES FUND — Int/Div FRACTIONAL INTERESTS IN FARM LAND. SHELBY CO. TN — Rent FRACTIONAL INTEREST IN FARM LAND. INHERITED. SHELBY CO. TN — Rent IRA-MORGAN STANLEY-AMERICAN FUNDS-GROWTH FUND OF AMERICA — Int/Div IRA-MORGAN STANLEY-ALLSTATE LIFE INS T-LINK ANNUITY — None IRA-MORGAN STANLEY-GENERAL ELECTRIC — Int/Div IRA-MORGAN STANLEY-HOTCHKIS & WILEY FD- LRG CAP VALFDSCLC — Int/Div IRA-MORGAN STANLEY BANK CASH — Interest SHS TRUSTMARK BANK COMMON — Int/Div AMERICAN FUNDS-TAX EXEMPT BOND FUNDCLC — Interest IRA-MORGAN STANLEY-CALAMOS NEW MARKET NEUTRAL CL — Int/Div IRA-MORGAN STANLEY-GROWTH FUND OF AMERICA CL FI — Int/Div IRA-MORGAN STANLEY-HOTCHKIS & WILEY LARGE CAP VAL CL — Int/Div FIDELITY-NUVEEN PREMIER MUN INC FD MERGED INTO LINE 44 — Interest — with line 44) FIDELITY-NUVEEN INVT QUALITY MUN FUND MERGED INTO LINE 44 — Interest — with line 44) FIDELITY-NUVEEN SELECT QUALITY MUN FUND MERGED INTO LINE 44 — Interest — with lime 44) FIDELITY-CASH — Interest FIDELITY-WESTERN ASSET MANAGED (ticker MMU) FUND — Int/Div TEMPLETON GLOBAL BOND FUND — None — Sold IRACINVESTMENT CO OF AMERICA — Int/Div IRA-HUSSMAN INVT STRATEGIC TOTAL RETURN — Int/Div IRAGENERAL ELECTRIC — Int/Div IRA-FIDELITY ADV NEW INSIGHTS — Int/Div IRA-FIDELITY ADV STRATEGIC INCOME — Int/Div IRA-DOUBLELINE TOTAL RETURN BOND — Int/Div IRAAT&T — Int/Div IRACASH MORGAN STANLEY — Interest IRA-TEMPLETON GLOBAL BOND — Int/Div NUVEEN TN MUNI BD — Interest NUVEEN TN MUNI BD — Interest FIDELITY-BLACKROCK MUNI INC QUALITY — Interest FIDELITY-NUVEEN DIV ADVANTAGE MUNI — Interest FIDELITY-NUVEEN ATM FREE MUN CRINCFD — Interest FIDELITY-NUVEEN PERFORMANCE PLUS MUN MERGED INTO LINE 133 — Interest — with line 133) FIDELITY-NUVEEN PREM INC MUN FD 2 MERGED INTO LINE 133 — Interest — with line 133) FIDELITY-ISHARES S&P 500 GROWTH ETF — Int/Div FIDELITY-ISHARES S&P 500 VALUE ETF — Int/Div FIDELITY-ISHARES CORE S&P S00 ETF — Int/Div — Buy (add'l) FIDELITY-SECTOR SPDR TR SHS BEN INT CONSUMER STAPLES — Int/Div IRA-MORGAN STANLEY - FPA FDS TR CRESCENT PORTFOLIO — Int/Div SCHWAB-ASHFORD HOSPITAL 8.45% PFD — Interest SCHWAB-FIRST POTOMAC 7.75% — Interest — Sold (part) SCHWAB-FIRST POTOMAC 7.75% — Sold (part) SCHWAB-FIRST POTOMAC 7.75% — Sold SCHWAB-HERSHA HOSP 8% — Interest — Sold SCHWAB-MUNI MONEY FUND — Interest SCHWAB-NORTHSTAR REA 8.25% — Interest SCHWAB-PEBBLEBROOK HOTEL 8% — Interest — Sold SCHWAB-STAG INDL 6.25% — Interest SCHWAB-SUMMIT HOTEL 7.7875% — Interest SCHWAB-EQUITY COMMONWEALTH TH R 7.25% PFD — Interest — Sold SCHWAB-UMH PROPERTIES 8.25% PFD — Interest IRREVBL TRUST L/A DTD 12/29/1999 DOD 82372014 INCOME BENEFICIARY AT&T X — Int/Div CHEVRON X — Int/Div EXXONMOBIL X — Int/Div WISDOMTREE TRUST EMERGING MKT EOQT — Int/Div FIRST TRUST DJ GL SEL DVD — Int/Div SPDR S&P DIVIDEND — Int/Div BLACKROCK INC — Int/Div DOW CHEMICAL — Int/Div CORNING INC — Int/Div WALGREENS BOOTS ALLIANCE — Int/Div ABBVIE INC — Int/Div BOEING CO — Int/Div MORGAN STANLEY CASH ACCOUNT — Interest COLIN CORPORATION — Int/Div ISHARES SMALL CAP 6DOG ETF — Int/Div VISAINCCLA — Int/Div VANGUARD MIDCAP GROWTH ETF — Int/Div FIRST TR EXCHANGE TRADED FD VI — Int/Div CONOCOPHILLIPS — Int/Div IRA-MORGAN STANLEY-JOHNSON & JOHNSON — Int/Div IRA-MORGAN STANLEY-SWEEP ACCOUNT — Interest MORGAN STANLEY BANK N.A MONEY MARKET X — Interest FIRST TRUST MID CAP VALLE — Int/Div ISHARES SMALL CAP 60) ETF — Int/Div VANGUARD MID CAP VALUE ETF — Int/Div VANGUARDMID CAPGROWTH ETF — Int/Div POWERSHARES S&P SC INDUSTRIAL — Int/Div — Sold MORGAN STANLEY-ADVISORSHARES WILSHIRE BLYBACK — Int/Div MORGAN STANLEY BANK — Interest MORGAN STANLEY BANK — Interest FIDELITY-PROSHARES TRUST S&P 500 ETF — Int/Div FIDELITY-BERKSHIRE HATHAWAY INC DEL CL BNEW — None MORGAN STANLEY BANK — Interest MORGAN STANLEY-POWERSHARES RUSSELL MIDCAP P — Int/Div MORGAN STANLEY-VANGUARD SAMLL CAP ETF — Int/Div MORGAN STANLEY-PALO ALTO NETWORKS INC — None MORGAN STANLEY-MOBILEYE NV — None MORGAN STANLEY-SALESFORCE COM INC — None MORGAN STANLEY-SPDR S&P DIVIDEND — Int/Div MORGAN STANLEY-CHEVRON CORP — Int/Div MORGAN STANLEY -JOHNSON & JOHNSON PREF RATE — Int/Div MORGAN STANLEY -APPLE INC PREF RATE — Int/Div IRA-VANGUARD HEALTH CARE EFT — Int/Div — Buy (add'l) IRA-VANGUARD HEALTH CARE EFT — Buy (add'l) IRA-VANGUARD HEALTH CARE EFT — Buy (add'l) IRASCONS DISCRET SEL SECT SPDR — Int/Div — Buy (add'l) IRASCONS DISCRET SEL SECT SPDR — Buy (add'l) IRASCONS DISCRET SEL SECT SPDR — Buy (add'l) IRA-THE FINANCIAL SEL SECT SPDR — Int/Div — Buy (add'l) IRA-THE TECHNOLOGY SEL SEC SPDR — Int/Div — Buy (add'l) IRA-THE TECHNOLOGY SEL SEC SPDR — Buy (add'l) IRA-THE TECHNOLOGY SEL SEC SPDR — Buy (add'l) SCHWAB-CAMPUS CREST COM 8% PFD — None — Sold SCHWAB-RESOURCE CAP 8.625% PFD — Int/Div SCHWAB-CAPSTEAD MTG C 7.5% PFD — Int/Div SCHWAB-DFA US CORE EQUITY PORT INSTL — Int/Div — Sold (part) SCHWAB-URSTADT BIDD 7.125% PFD — Int/Div SCHWAB