# James R. Sacca > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12869 ## Record - **Judge:** James R. Sacca - **Year:** 2016 - **Report type:** Annual - **Pages:** 10 ## Text Northwestern Mutual Whole Life Policy — Int/Div Northwestern Mutual Variable Life Policy — Int/Div MSA Select Bond — None MSA Money Market — None MSA Index 500 Stock — None MSA Mid Cap Growth Stock — None MSA High Yield Bond — None MSA Growth Stock — None MSA Small Cap Growth Stock — None MSA Small Cap Value — None MSA Index 400 Stock — None MSA International Growth — None MSA Domestic Equity — None MSA International Equity — None MSA Asset Allocation — None Russell Real Estate Securities — None IRA #1 American Century Diversified Bond Fund (ADFIX) — Int/Div American Funds Europacific Growth Fund (AFPFX) — Int/Div — Sold (part) American Funds Fundamental Investors {FINFX) — Int/Div — Sold (part) American Funds High Income TrustFund (AFFIX) — Int/Div Invesco Intemational Growth Fund (ANIYX) — Int/Div Fidelity Advisor Newinsights Fund (FINSX) — Int/Div — Sold (part) Fidelity Advisor Leveraged Company Stock Fund (FLVIX) — Int/Div — Sold (part) Fidelity Advisor Small Cap Value Fund {FCVIX) — Int/Div — Sold (part) Lazard Emerging Market Portfolio Fund — None — Sold MFS International Value Fund (MINIX) — Int/Div PIMCO Real Return Fund (PRLPX) — Int/Div PIMCO Absolute Return Class A (PSPTX) — Int/Div Metropolitan West Total Return Bond Fund IMWTIX) — Int/Div Russell Global Real Estate Securities Fund (RRESX) — Int/Div Templeton Global Bond Fund (TGBIX) — Int/Div — Sold Vanguard 500 Index Fund (VIFIX) — Int/Div Vanguard Health Care EFT (VHT) — Int/Div Select Sector SPDR Consumer Staples XLm — Int/Div — Buy Select Specctor Inter Energy (XLE) — Int/Div — Buy New World Fund (NFFFX) — Int/Div — Buy John Hancock Disc Mid Cap Fund UVMIX) — Int/Div — Buy Deutsche Enhanced Commodity (SKIRX) — Int/Div AB Global Bond Fund — Int/Div — Buy Fidelity Adv Biotech (FBTIX) — None PIMCO Income Fund (PONPX) — Int/Div PIMCO International Stock Fund (PSKIX) — None Dreyfus Insured Deposit Program money market account — Interest Brokerage Account American Funds Europacific Growth Fund (AFPFX) — Int/Div The Growth Fund of America (GFFFX) — Distribution — Sold (part) MFS Value Fund (MENIX) — Int/Div — Sold (part) PIMCO Real Return Fund (PRLPX) — Int/Div Russell Global Real Estate Securities Fund (RRESX) — Distribution — Sold Sterling Cap f/k/a Stratton Small Cap Value Fund (STSCX) — Distribution American Century Tax Free Bond Fund ({TEAFX) — istnibution Vanguard Mid-Cap Stock Index Fund (VIMAX) — Int/Div Vanguard Index Trust Total Stock Market Portfolio Fund (VITSMX) — Int/Div — Sold (part) John Hancock Disciplined Value Mid Cap Fund JVMIX) — Int/Div — Buy (add'l) AB Global Bond Fund (ANAYX) — Int/Div AB Global Bond Fund (ANAYX) — Sold (part) Putnam Conv Securities Fund (PCGY X) — Int/Div Vanguard Healthcare Fund (VHT) — Int/Div — Buy (add'l) New World Fund (NFFFX) — Int/Div Deutsche Enhanced Comm Strategy Fund (SKIRX) — Int/Div Select Sector Energy (XLE) — Int/Div — Buy Select Sector Energy (XLE) — Buy (add'l) Select Sector Consumer Staples (XLP) — Int/Div — Buy Cohen & Steers Realty Income Fund (CSDIX) — None — Buy First Eagle Oveseas (SGOIX) — Int/Div Metropolitan West Total Return Bond IMWTIX) — Int/Div Fidelity Adv Biotech (FBTIX) — None Drevius General Money Market Fund — Interest SunTrust Bank deposit accounts — Interest Virginia 529 Plan-American Funds Ameican High Income Fund (CITAX) — Int/Div — Sold (part) American Mutual Fund (CMLAX) — Int/Div — Sold (part) Capital Income Builder (CIRAX) — Int/Div — Sold (part) The Income Fund of America (CIMAX) — Int/Div — Sold (part) US Gov't Securities Fund (CGTAX) — Int/Div — Sold (part) 2021 Fund — Int/Div — Sold (part) 2024 Fund — Int/Div Great American Life Insurance Annuity (fixed) — Distribution Reimbursement — Bankruptcy Section CLE Seminar — JK wiih ih 4 2016 — is an gsiibedilin th hes a Part VII, Lines 2-16. Amendments to these lines were requrested. | have added the proper codes in Columns B (blank) and C (none). The policy itself pays an annual dividend to me, which | have reported in Line 2. 1 have confirmed with my financial advisor that 1 receive no income from the individual holdings in the policy, but that the income I receive, through a dvidend, is paid by Northwestern on the entire policy, the amount of which is based on several factors, | receive no reporting of any income or dividends paid on the individual holdings, only on the asset value of cach individual holding. Part VIL, Line 17. 1 have removed the aggregate information of my IRA und have now only reported the performance and value of cach indivdual holding as requested. Part VIL, Line 26, has been amended to add “none” in Column B(2) Part VII, Line 49, has been amended to add proper codes in Column C Part VII, Lines 71-78, have been amended to clarify what assets are in that plan Part VII, Line 79, has been amedned to show the annuity is a fixed annuity. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12869. Public record. Not legal advice.