# Charles J. Kahn > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12824 ## Record - **Judge:** Charles J. Kahn - **Year:** 2015 - **Report type:** Annual - **Pages:** 16 ## Text GE Common Stock Southern Company common stock — Int/Div — Buy Southern Company common stock — Buy (add'l) Southern Company common stock — Buy (add'l) Southern Company common stock — Buy (add'l) Accounts Bank of America — Interest Deferred Compensation (457) account 1. VOYA — Distribution — Sold (part) Vova US. Stock Index American Funds New Perspective Fund American Funds The Growth Fund of America VOYA Fixed Account 457/401 Pioneer Fund Loomis Sayles Small Cap Growth Fund Vanguard Mid-Cap Index Fund IRA — Int/Div American Funds New Perspective Fund — Buy American Funds Washington Mutual Inv Fund — Buy American Fundamental Investors Fund — Buy Amencan Growth Fund — Buy Lord Abbott Short Duration Income — Buy Deferred Compensation Account (457) 2 (spouse — Int/Div — Sold Vanguard Tot Int St Idx IS — Sold Okmrk Intl — Sold lnvsco VK Grinc A — Sold MSIFGrP — Sold NeuBer Genesis Tr — Sold IRA 2 Spouse — Int/Div Bunk of America NA — Buy Vanguard Intermediate Bond ETF — Buy IShares 3-7 Yr. T Bond ETF — Buy Wisdomtree Trust Japan Hedged Equity — Buy Wisdomtree Europe Hedges — Buy IShares MBS ETF — Buy IShares Inc. Core MSC — Buy IShares MSC Pacific — Buy 1 Shares Market Vectors — Buy IShares MSCI Sweden — Buy IShares MSC Switzerland — Buy IShares MSC Japan — Buy IShares MSC Switzerland — Buy IShares MSCI UK — Buy First Trust EFT Dow Jones Ind — Buy Wisdomtree Europe Hedged Equity — Buy Ishares NASDAQ Biotech — Buy iShares Inc Core MSCI Emerging Markets — Buy SPDR Barclays High Yield Bond — Buy IShares IBOXXS Investment Grade Corp Bond — Buy IShares MBS — Buy Powershares Global — Buy Powershares Preferred — Buy First Trust ISE — Buy IShares TIPS — Buy Vanguard Consumer — Buy Vanguard Materials — Buy Vanguard Information — Buy Vanguard Ind — Buy Vanguard Energy ETF — Buy Sector SPDR Fn — Buy Health Care Select SPDR — Buy Consumer Discretionary SPDR — Buy Market Vectors J.P — Buy IRA} — Distribution Altria Common Stock Bank Deposit Program Bank of America Bank of America Common Stock Blackrock Income Trust British Amer Tob Spon ADR Capital City Bank common stock — Sold Centerpoint Energy common stock Citigroup New common stock Conoco Phillips common stock DuPont El Nemoours common stock Deutsche High Income Opportunities Eastman Kodak common stock — Sold Exxon Mobil common stock FirstEnergy common stock Frontier Communications common stock GlaxoSmithKline PLC ADS Halvard Health Honevwell Intl. common stock Johnson & Johnson common stock Kimberly Clark common stock Kraft Foods CLA Merck common stock Microsoft common stock Norfold Southern common stock Philip Morris Intl. common stock Phillips 66 Com Procter & Gamble common stock Raytheon common stock Sandisk common stock Verizon Comm. common stock Weatherford Intl. Ltd. Wells Fargo & Co. New IBM Common Stock Mondelez Intl. Inc Unit AAM Corporate Navellier Dial High Income 44 Merrill Lynch Bank Deposit Program — Interest Capital City Bank common stock — Int/Div Janus Twenty Fund T — Int/Div TransAmerica Capital Growth — Int/Div First Tr ETF VI — Int/Div First Tr High YL Etf — Int/Div First Tr Emerging Mkts ETF — Int/Div First Tr Engy ETF — Int/Div First Tr Europe — Int/Div First Tr Inds/Prods ETF — Int/Div First Tr Large Cap ETF — Int/Div First Tr Global Auto ETF — Int/Div First Tr North Am ET — Int/Div First Tr NASDAQ ETF — Int/Div IRA 4 (spouse) — Int/Div Bank of America Capital City Bank Inc common stock Unit AAM Corporate Navellier Dial High Income 44 ATT Common Stock Energy Transfer Eqty LP Microsoft common stock Target Corp Third Ave Value Inst Trust — Int/Div Caush Merrill Lynch Bank Deposit Franklin Adjustable US Govt Capital City Bank common stock Chevron common stock UNA Financial common stock — Sold Duke Energy common stock Exelon FPIC Ins. Grp common stock — Sold Pepsico common stock Procter & Gamble common stock Southern Co. common stock Spectra Energy common stock Teco Energy common stock Calamos Growth fund — Sold Columbia Seligman fund Jacob Wisdom Fund Longleaf Partners fund — Sold Lord Abbett Mid-Cap Value C Thomburg Value Fund Class A Templeton Global Income fund — Sold Half interest in condominium, Gulf Breeze. FL — Rent Health First Network, Inc. membership units Flve Flags Bank common stock Trust 2 — Int/Div Cash Mem Lynch Bank Deposit Franklin Adjustable US Govt Best Buy common stock Capital City Bank common stock Chevron common stock Coca-Cola common stock Duke Energy common stock Exelon Corp. common stock FPIC Ins. Group, Inc. common stock — Sold JM Smucker common stock Kate Spade Pepsico common stock Procter & Gamble common stock Southern Co. common stock Spectra Energy common stock Teco Energy common stock Treehouse Foods common stock Whitewave Foods Calamos Growth fund — Sold Columbia Seligman fund Jacob Wisdom fund Longleaf Partners Fund — Sold Lord Abbett Mid-Cpa Value C Thomburg Value Fund Class A Half interest in condominium, Gulf Breeze, FL — Reat Income — 2015 — Retirement Pension, State of Flonda — S1.267.00 Spouse's income — 2015 — Retirement Pension, State of Florida Part VII, Investments and Trusts, line 10-11, American Funds New Perspective changed to VOY A U.S. Stock Index in July, 2015 Part VII, line 13-14, Pioneer Fund became Loomis Sayles Small Cap Growth Fund in August, 2015, Part VII, line 17 is a new IRA funded by rollover from VOY A Deferred Compensation Account in August, 2015 {line 8), Part VII, Investments and Trusts, line 24-65. This account became a managed account in May, 2015, explaining the now numerous positions. Part VII. Spouse now has a new IRA 3, line 31, Part VII, Investments and Trusts, line 133. Assets of this trust transferred to Merrill Lynch in May, 2015, but no sale of assets involved at the time, Part VII, Investments and Trusts, line 157. Assets of this trust transferred to Merrill Lynch in May, 2015, but no sale of assets involved at the time. Part VII, Investments and Trusts, line 153, certified assessed value (of entire property) per property appraiser is 300,000. Part VII, Investments and Trusts, line 138, certified assessed value (of entire property) per property appraiser is 300,000. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12824. Public record. Not legal advice.