# Philip P. Simon > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13440 ## Record - **Judge:** Philip P. Simon - **Year:** 2016 - **Report type:** Annual - **Pages:** 13 ## Text Gabelli Global Telecommunications — Int/Div — Sold First Midwest Bank Accounts — Interest College Choice Advisors 529 Plan (H) College Choice Advisors Savings Portfolio — Interest — Sold (part) College Choice Advisors Savings Portfolio — Sold (part) Blackrock Large Cap Value Fund — Int/Div — Sold (part) Blackrock Large Cap Value Fund — Sold (part) Arto Intl Equity Portfolio — Int/Div — Sold (part) Arto Intl Equity Portfolio — Sold (part) International Equity Index — Int/Div — Sold (part) International Equity Index — Sold (part) T.Rowe Price LArge Cap Growth — Int/Div — Sold (part) T.Rowe Price LArge Cap Growth — Sold (part) Short Term Treasury Index — Interest — Sold (part) Pimco Total Return Portfolio — Int/Div — Sold (part) Pimco Total Return Portfolio — Sold (part) Vanguard Prime Money Market — Int/Div — Sold (part) Vanguard Prime Money Market — Buy (add'l) Vanguard Prime Money Market — Sold (part) Vanguard SHort Term Bond Fund — Interest Vanguard International Growth Fund — Int/Div Vanguard Total Stock Market Index Fund — Int/Div — Sold (part) Vanguard European Stock Index Fund — Int/Div HRC Hotels LLC (X) — Int/Div Gas City LLC (X) — Distribution Ameritrade Spouse's Roth IRA (H) Powershares DWA Technology Momentum — Distribution — Sold Powershares DW A Halthcare Momentum — istmbution — Sold Powershares DWA Consumer Staples — istmbution — Sold Powershares DWA Consumer Cyclicals — Distribution — Sold SPDR Barclays Interm Term Corp — Interest SPDR Intermediate Term ETF — Interest Shares S&P SmallCapp 600 index — Int/Div — Buy Vanguard US Mid Cap — Int/Div SPDR S&P Aerospace & Defense — Int/Div — Buy Vang Small Cap Index — Int/Div — Sold Vanguard Total Stock Index ETF — Int/Div 1 Share Core U/S. Aggregate Bond — Interest — Buy Nationwide 457(b) Plan (H) AmerCent Val Inv — Int/Div AmFds Gr Fd Am A — Int/Div Invsco Grinc A — Int/Div NeuBer Genesis Tr — Int/Div OppGIbl A — Int/Div PIMCO TH Rin A — Int/Div W&R Advisor High Income Y — Int/Div Jackson National Life Perspective Series Fixed & Variable Ann (H) INLMC Bond index — Interest — Sold INLMC S&p 24 — Int/Div — Sold INLMC Intl index — Int/Div — Sold INL Red Rocks Listed Private Eqty — Int/Div — Sold INLMC s&P Smid &0 — Int/Div — Sold INL. Invesco Global real Estate — Int/Div — Sold INL Blackrock natural resources — Int/Div — Sold JNL/MC Nasdaq 25 — Int/Div — Sold INL/AQR Managed Futures — Int/Div — Sold INL/Lazard Emerging markets — Int/Div — Sold INL/PPM America High Y1d Bond — Interest — Sold INL/GS EmergingMarkets Debt — Interest — Sold INL/MC Sm Cap Index — Int/Div — Sold INL/'WMC Money market — Interest — Sold Transamerica Income Elite II -- 76" Annuity Transamerica: Clarion Global Real estate — Int/Div — Buy Transamerica: JPM MidCap Value — Int/Div — Buy Transamerica: PIMCO TOtwl Retum — hy — Buy Transamerica: U.S. Govt Secs — Interest — Buy Systematic Sm/midCap Value — Int/Div — Buy Aegon High Yield — Interest — Buy Barrow Hanley Dividend Focused — Int/Div — Buy Trabsamerica: TA Aegon Money Market — Interest — Buy Trabsamerica: TA Aegon Money Market — Sold (part) Trabsamerica: TA Aegon Money Market — Sold (part) Transamerica Income Elite Il -- "77° Annuity Transamerica Sm/MidCap Value — Int/Div — Buy TA Aegon High Yield Bond — Interest — Buy Barrow Hanley Dividend Focused — Int/Div — Buy Transamerica Clarion Global Real Estate — Int/Div — Buy TA JP Morgan Midcap Value — Int/Div — Buy TA PIMCO Total Value — Int/Div — Buy TA Aegon US Govt Secs — Interest — Buy TA Aegon Govt Money Market — Interest — Buy TA Aegon Govt Money Market — Sold (part) TA Aegon Govt Money Market — Sold (part) The Hartford -- The Director M Variable Annuity (H) Htfd T1l Return Bond HLS — Interest — Sold Htfd Global Growth HLS — Int/Div — Sold Fidelity VIP Contrafund — Int/Div — Sold Htfd Balanced HLS Fund — Int/Div — Sold Htfd Dividend and Growth — Int/Div — Sold Htfd Growth Opp HLS — Int/Div — Sold LordAbb Gowth & Income — Int/Div — Sold Ameritrade Brokerage Account (H) IShares Core S&P Small CAp ETF — Int/Div — Sold Powershares DWA Technology — Int/Div — Sold Powershares DWA Consumer Staples — Int/Div — Sold Powershares DWA Healthcare — Int/Div — Sold Powershares DWA Consumer Cyclicals — Int/Div — Sold Alaska Air Group, Inc — Int/Div — Sold Expedia Inc — Int/Div — Sold Helen of Troy, LTD — Int/Div — Sold Masco Corp — Int/Div Mastercard. Inc — Int/Div — Sold SPDR S&P Midcap 400 ETF — Int/Div SpdR S&P S00 ETF — Int/Div — Buy SPDR S&P Aerospace and Defesne — Int/Div — Buy Sherwin williams — Int/Div — Buy iShares S&P Small Cap 600 Index — Int/Div — Buy Power Shares DWA Optimum Yield Diversified Commodity strategies — Int./y — Buy Powershares Tactical Multi-Asset Income Portfolio — Int/Div — Buy Microsoft — Int/Div — Buy SPDR Barclays Cap Intermediate Credit Bond — Interest — Buy Ameritrade Spouse's IRA (H) Powershares DWA Technology Momentum — Int/Div — Sold Powershares DW A Healthcare — Int/Div — Sold Powershares DWA Consumer Staples — Int/Div — Sold Powershares DW A Consumer Cyclicals — Int/Div — Sold SPDR Barclays Intermediate term Corp — Interest SPDR BArclays Short Term Corp. Bond — Interest — Sold SPDR Barclays Intermediate Term ETF — Interest Vanguard U.S. Mid Cap Index — Int/Div Vanguard Small Cap Index — Int/Div — Sold Vanguard Total Stock Market ETF — Int/Div iShares S&P SmallCap 600 Index — Int/Div — Buy SPDR S&P S00 ETF Trust — Int/Div — Buy SPDR S&P Aerospace & Defense — Int/Div — Buy iShares Core US Aggregate Bond — Interest — Buy TD Amentrade Cash Fund — Interest — Buy TD Amentrade Cash Fund — Buy (add'l) TD Amentrade Cash Fund — Buy (add'l) TD Amentrade Cash Fund — Buy (add'l) Rental Home in New Buffalo, Michigan Purchased on August 28, 2015 — Rent Board Member, Valparaiso Community Schools Foundation Board Liability — Cenlar FSB — Mortgage on rental Property in New Buffalo, Michigan Spouse's income — 2016 — City of Valparaiso Salary --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13440. Public record. Not legal advice.