# Holly B. Fitzsimmons > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12426 ## Record - **Judge:** Holly B. Fitzsimmons - **Year:** 2016 - **Report type:** Annual - **Pages:** 9 ## Text ATT common stock — Int/Div — Donated FLR common stock — Int/Div — Donated WGO common stock (see Part VII) — None WBS common stock — Int/Div — Sold (part) TD Bank North account — Interest Sikorsky FCU account — Interest Newtown Savings Bank accts (checking and savings) — Interest 3 Rental units, pms (1 location) — Rent Ameriprise One acct (lines 11-12) (H) ATT common stock — Int/Div — Sold (part) Amenpnse Insured Money Market fund (AIMMA) — Interest 4 IRAs, see lines 21 et seq. -cash portion in AIMMA — Interest RiverSource Life Ins. Co. (lines 18-19) (H) RVS Retirement Advantage Plus VA, VP moderate — None — Closed 2 IRAs (same type as line 18 but VP moderate aggressive)-roll over — None — Closed Roth #1 Ameriprise Trust Co. (H) CAT common stock — Int/Div DIS common stock — Int/Div XLPSPDR ETF — Int/Div XLUSPDR ETF — Int/Div XLV SPDR ETF — Int/Div CASY common stock — Int/Div — Buy GNTX common stock — Int/Div — Buy GILD common stock — Int/Div — Buy OAK common stock — Int/Div — Buy OKE common stock — Int/Div — Buy PAG common stock — Int/Div — Buy Roth # 2 Ameriprise Trust Co. (H) AAPL — Int/Div — Buy (add'l) SE — Int/Div TSLA — None TGH — Int/Div TGH — None — Sold GOOGL — None — Buy GOOGL — None — Buy GOOGL — Int/Div — Buy GOOGL — Int/Div — Buy IRA 43 (H) surrender vanable annuity formerly hme 16 & rollover to new IRA — Open SCTY common stock — None — Buy TSLA — None — with line 46) IRA #4 (H) surrender variable annuity{ line 16 in 2015 mt) & rollover to new IRA — Open GOOG — None — Buy BRK-B — None — Buy BABY — None — Buy TRIP — None — Buy TRIP — None — Buy ENSG — Int/Div — Buy EGOV — Int/Div — Buy SHOP — Buy ILMN — Buy Spouse's income — self-employment as a writer; royalties on previously published works Part 1. As previously indicated, the only remaining assets of the 2 estates are U.S. savings bonds. The total interest income generated annually does not reach the reporting threshold; the aggregate value is J, but no individual bond has a value that reaches the reporting threshold. Part VII The listing of assets held through various Ameriprise entities (lines 11 through 59) has been organized under the following headings, the Ameriprise One account (lines 11-13); RiverSource Life Insurance Company (lines 17-19), IRAs 1-4, and noncash assets for four IRAs first mentioned on line 15 (lines 21-59), The three Riversource variable annuities, 2 of which were held in IRAs and reported for 2015 at lines 15 and 16, were all surrendered in 2016; the cash from the non-IRA variable annuity went into the Ameriprise One account; and the cash from the IRA annuities was rolled over into IRAs ## 3 and 4. Lines 18 19, 45, 50.. The "gain" from each listed in column D is the amount by which the variable annuity increased in value from its purchase to the surrender date. Line 19, column D, is the total of Lines 45 & 50, column D. Lines 13,15. These AIMMA funds hold the cash portion of the Ameriprise One account and the cash portions of the four IRAs, AIMMA funds were deposited by Ameriprise in 2016 at First TN Bank, Wells Fargo, and US Bank. I had no input into where the funds were deposited. Part VII, line 3. This stock was apparently surrendered thy WGO to the State of Connecticut, which sold it and is holding the proceeds. | do not yet have information about when this occurred or how much the proceeds were. Part VII, lines 46-47. TSLA stock listed on line 47 was acquired in exchange for SCTY stock listed on line 46, when TSLA acquired SCTY. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12426. Public record. Not legal advice.