# Michael E. Hegarty

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12390

## Record

- **Judge:** Michael E. Hegarty
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 9

## Text

Ally Bank — Interest
Wells Fargo Checking — Interest
Apple Common Stock — Int/Div
Baron Opportunity Fund — Int/Div
Ishares MSCI Emerging Markets ETF — Int/Div — Sold
Fairholme Fund — Int/Div
Fidelity Select Biotechnology Fund — Int/Div
Fidelity Contra Fund — Int/Div
Fidelity Low Priced Stock Fund — Int/Div
Fidelity Leveraged Company Stock Fund — Int/Div
FMI Large Cap Fund — Int/Div
FPA Crescent Institutional Fund — Int/Div
Fidelity Small Cap Discovery Fund — Int/Div
Fidelity Strategic Dividend & Income Fund — Int/Div
Hennessy Gas Utility Index Fund — Int/Div
Hodges Small Cap Fund — Int/Div
Janus Balanced Fund Class T — Int/Div
Janus Triton Fund Class T Shares — Int/Div
Pimco Real Estate Real Return Fund — Int/Div — Sold
Pimco Fundamental Index Plus AR Fund — Int/Div — Buy
Fidelity Permanent Portfolio — Int/Div — Sold
TCW Total Return Bond Fund Class 1 — Int/Div
Tocqueville Gold Fund — Int/Div
Vanguard Small Cap Index Fund — Int/Div
Vanguard Total Stock Market Index ETF — Int/Div
DC #2 4-11 Wells Fargo Accounts — Interest
DC #4 Apple Stock — Int/Div
DC#44-11 Mitchell Capital Management Allocation 70% Equity 30% Bond — Int/Div
Cole Capital Credit Property Trust IV, Inc REIT — Int/Div — Buy
Retirement Phillips Edison ARC Shopping Contr REIT — Int/Div
mmm Retirement Phillips Edison ARC Shopping Cntr REIT — Int/Div
RetirementFS Investment Corporation 11 — Int
Inherited IRA Micthell Capital Management Alloc. 75% Equity 25% Bond — Int/Div — Sold (part)
pm RA Edward Jones AT&T Stock — Int/Div
pm RA Edward Jones Duke Energy Corp. Stock — Int/Div
pm IRA Edward Jones General Mills Inc. Stock — Int/Div
EEE IRA Edward Jones Illinois Tool Works Inc. Stock — Int/Div
pn IRA Edward Jones Capital Income Builder Fund Class A — Int/Div
IEEE IRA Edward Jones Income Fund of America Fund Class A — Int/Div
mm RA Edward Jones Berkshire Hathaway Ine. Del. Class B — hy
EEE RA Edward Jones Johnson Controls Inc. Stock — Int/Div
mm RA Edward Jones Royal Dutch Shell PLC Stock — Int
pm IRA Edward Jones US Bancorp Stock — Int/Div
mn RA Edward Jones Ishares Dow J US Tech. Sect. Indx Fd — Int/Div
mmm RA Edward Jones [shares DI US Healthcare Sector Fd — Int/Div
pm IRA Edward Jones Bond Fund of America Class A — Int/Div — Sold (part)
a RA Edward Jones Capital World Bond Fund — Int/Div
pm IRA Edward Jones CBA Aggressive Growth Fund Class A — Int/Div
pm IRA Edward Jones Columbia Smallcap Value Fund Class A — Int/Div
mo IRA Edward Jones Fundamental Investors Fund — Int./hv
pm IRA Edward Jones Growth Fund of America Class A — Int/Div
pn IRA Edward Jones Harbor Cap'l Apprec, Fund Investr Cl — Int/Div
mE IRA Edward Jones Harbor Int'l Fund Investor Class — Int/Div
Dn IRA Edward Jones Invesco Comstock Fund C1 A — Int/Div
pm RA Edward Jones MFS Int'l New Discovery Fund C1 1 — Int/Div
m——— RA Edward Jones MFS Value Fund CL — Int/Div
mmm RA Edward Jones Mutual Global Discovery Fund C1 A — hy
EN IRA Edward Jones New World Fund Class A — Int/Div
Spouse's income — Jefferson County Public Schools

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12390. Public record. Not legal advice.