# Gerald Bruce Lee > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13161 ## Record - **Judge:** Gerald Bruce Lee - **Year:** 2012 - **Report type:** Annual - **Pages:** 8 ## Text Alliance Capital Reserves Money Market Fund (401 kK )* — Interest Wal Mart Stores. Inc.(IRA) — Int/Div Vanguard Total Stock Index Fund, IRA* — None — Sold Vanguard Total Stock Mkt Index IRA* — None — Sold Vanguard US Growth IRA* — None — Sold Vanguard US Growth Fund IRA* — None — Sold Vanguard 500 Index Fund IRA® — None — Sold Vanguard Capital Opp IRA* — None — Sold DWS Funds Strategic Yield Tax Free — None — Buy Fidelity Fund IRA* — None — Sold Fidelity Growth Strategy fka FAG* — None — Sold Vanguard Health Care Fnd® IRA — None — Sold Black Rock Global Allocation Fund, Inc — None — Buy First Eagle Sogen Global FD CL ¢ — None — Buy Hartford Balanced Allocation FD CL ( — None — Buy Lord Abbet Diversified Income Strategy Class C — None — Buy Russell 3000 Index* — None — Sold pm 401K) Retirement Plan and Trust — None — Buy (add'l) Johnson Controls — Int/Div Board of Trustees, The American University Baord of Advisors, Marshall Brennan Program The American University Washington College of Law Dean's Advisory Council, The American University Washimgton College of Law Agreement — 04/16/99 — Delaware Charter Guarantee Trust Company, IRA FBO Gerald Bruce Lee Reimbursement — Just the Beginning Foundation — September 26-28, 2012 — Chicago, lhinois — Teach, Presentation — transportabon, hotel, and meals Reimbursement — Corporate Counsel Conference Reimbursement — Virginia State Bar National Trial Ad Reimbursement — Practising Law Institue_Patent Law Seminar — February 3, 2012 — New York, New York — Teach — transportation, hotel, and meals Reimbursement — Conclave on Education, : Virginia State Bar — Ampil 22-23, 2012 — Charlottesville, Virgina — Teach — trunsportatbon, hotel, and meals (1) | removed the information as directed. (2) See above, Vanguard 500 Index Fund, Vanguard Health Care Fnd IRA were sold and reinvested in items 9, 13, 14, 15, and 16 on December 10, 2012. (3) Your letter instructs me not to list the stock 1 purchase monthly because the amount does not exceed $1,000. 1 will comply and remove the fact that 1 do purchase shares of Walmart Stores, Inc., General Mills Corporation, and General Electric Corporation. | will continue to recuse myself from matters involving these entities because as | understand the law | may not preside over a case where 1 own stock in a corporations. Items No. 19, 20, and 22 are removed from this Amended FDR. (4) As per your staff's direction I removed listing Opp Quest for Oppty Fund, AIM Costellation, Johnson Controls, Vanguard Treasury M/Market Fund, and TIAA- Cref Tax Exempt Bond Fund because my investment in these entities did not equial $1,000 per month. | do own some shares in Johnson Controls which remains listed on the Amended FDR. | --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13161. Public record. Not legal advice.