# Mark Lane

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/13617

## Record

- **Judge:** Mark Lane
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 7

## Text

Great West Retirement Services (Defined Benefit) Travis Cry — Int/Div
Fidelity Contrafund (Defmed Benefit) — Int/Div
Putnam Stable Value Fund (Defined Benefit) — Int/Div
JPMorgan Equity Income Select {Defined Benefit) — Int/Div
Pioneer Fundamental Value Fund (Defined BenefitnyY)
Nationwide Fixed Fund (Defined Benefit) Y)
Putnam Stable Value Fund (Defined Benefit) — Int/Div
T. Rowe Price Funds — Int/Div
TRP: Roth Equity Income — Int/Div
TRP: Roth Health Sciences — Int/Div
TRP: Roth Science & Technology — Int
TRP: Health Sciences — Int/Div
TRP: Summit Cash Reserves — Int/Div
TRP: Summit Cash Reserves — Sold (part)
TRP: Summit Cash Reserves — Sold (part)
TRP: Summit Cash Reserves — Buy (add'l)
TRP: Summit Cash Reserves — Sold (part)
TRP: Summit Cash Reserves — Sold (part)
TRP: Summit Cash Reserves — Sold (part)
TRP: IRA (inherited) Health Sciences (Y)
TRP: IRA (inherited) Financial Services Y)
Capitol Credit Union — Interest
Frost Bank- Estate of FHI (Y)
Chase Bank Accounts — Interest
Agreement — 19881995 — Texas County and District Retirement System
Spouse's income — 2013:2014 — Eanes Independent School District; substitute teacher-salary
| write to provide an explanation for entries in Part VII related to the holdings of Great West Retirement Services. Specifically, the elimination of any value

associated with either the Pioneer Fundamental Value Fund or the Nationwide Fixed Fund. Initially, 1 must admit that the following explanation should have been

reflected in Disclosure Year 2013 rather than in 2014,

In 2013, Great West Retirement Services terminated their relationship and holdings with Pioneer. In doing so, they transferred my entire account balance in

Pioneer to JPMorgan Equity Income Select.

In 2013, the balance of my Nationwide Fixed Fund account was finally reduced to zero. Much like the Pioneer situation, Great West acquired Nationwide years

ago and closed or transferred any existing Nationwide accounts, The Nationwide Fixed account was treated differently by Great West, Twas not authorized to

transfer the entire Fixed account balance at one time. Instead, I was required to transfer funds from the Fixed account to another account over & five year period on

a monthly basis. In 2013, the last of these monthly transfers took place because the Nationwide Fixed account balance was finally reduced to zero.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13617. Public record. Not legal advice.