# William H. Steele

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14023

## Record

- **Judge:** William H. Steele
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 8

## Text

Regions Bank Account — Interest
Nationwide Retirement Solutions (457h) (level of risk only) — Distribution
Wells Fargo Advisors - (IRA)
Centennial Money Market — Interest
SunAmerica Focused Alpha Large Cap — Int/Div
Putnam Intemational Growth Class A — Int/Div
Precision Drilling — Int/Div — Sold
Wells Fargo Advisors (IRA)
Alliance Bernstein Large-Cap Growth Class A — Int/Div
Alliance Bernstein Sustainable Global Thematic Fund — Int/Div
John Hancock Regional Bank — Int/Div
Alliance Bernstein Real Estate Investment Class A — Int/Div
Prudential Jennison Blend Fund Class A — Int/Div
Wells Fargo Advisors
Alliance Large Capital Growth — Int/Div
Centenmal Money Market — Interest
Franklin Mutual Shares (TESIX) — Int/Div
Putnam Invt Fds Mult-Cap Value Fund — Int/Div
Fidelity Adv Emerging Markets Income Fund — Int/Div
Campbell Strategic Allocation Fund — Int/Div
Fundamental Investors Inc. (American Funds) — Int/Div
Growth Fund of America (American Funds) — Int/Div
New Economy Fund (American Funds) — Int/Div
Washington Mutual (American Funds) — Int/Div
Nationwide Aunuity-variable annuity — Sold (part)
FIDVIP Free 2020 SVC 2
NW AMFDS NVIT ASSTALLOCH
NW NVIT INV DEST CAPAPPII
Wells Fargo Advisors - IRA (FBO) — Sold (part)
Putnam Intl. Growth Fund Class A — Int/Div
Putnam Mult-Cap Value Fund Class A — Int/Div
Putnam Growth Opportunities Fund Class A — Int/Div — Sold (part)
Furo Pacific Growth (American Funds) — Int/Div
Growth Fund of America (American Funds) — Int/Div
First Trust Financial Alphadex Fund — Int/Div
Steele Enterprises LLC — None
Rental property, Orange Beach AL - Purchase price was $295,000 4/4/14 — Rent
American Express High Yield Savings — Interest
Income — 12:31416 — Musician Fees — $995.00
Spouse's income — 112:3116 — Self-employed (accounting consultant)
Spouse's income — 12:3116 — Retirement income from Retirement Systems of Alabama
Spouse's income — 12:3116 — Deterred Compensation distribution from Public Nationwide Retirement Solutions (also shown mn Part VII)
VI1.2 - The Nationwide Retirement Solution (457b) - | am only able to select the Level of Risk in this retirement plan, and have no control over the selection of

individual investments. Invesco VK Gr Inc A and WEA Disc Admn is the investment manager. Previously, | listed the investments that were chosen by the

Investment Manager for my plan, but | now understand that listing these investments is not required, since | have no control over their selection. Therefore, the

individual investments in this retirement plan wre not listed in this report.

VI1.32 - Sales were made in order to distribute funds as mandatory IRA Distribution, noted in VI11.29.

VII 32 - Putam Voyager Fund merged with Putnam International Growth Fund in July 2016,

VIL33 - No mcome is expected to be derived from the LLC. All income will be realized by the manager.

VilLvarious - "*' denotes header information.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14023. Public record. Not legal advice.