# Paul J. Cleary

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14132

## Record

- **Judge:** Paul J. Cleary
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 9

## Text

Bank of America stock — Int/Div
EMC Corp. stock — Int/Div
Ameriprise — Int/Div
JP Morgan Chase stock — Int/Div
Halliburton stock — Int/Div
Hewlitt Packard stock — Int/Div
Bank of America stock — Int/Div
EMC stock — Int/Div
Chevron stock — Int/Div
Roval Dutch Shell stock — Int/Div
Citigroup stock — Int/Div
Morgan Stanley stock — Int/Div
JP Morgan stock — Int/Div
Bank of New York Mellon stock — Int/Div
General Electric stock — Int/Div
Halliburton stock — Int/Div
Hewlett Packard stock — Int/Div
Motorola Solutions stock — Int/Div
Phizer — Int/Div
AIM Growth ONSAX — Int/Div
CR Suisse Commodity CRSAX — Int/Div
MFS Intl Valu MGIAX — Int/Div
AIM Invesco Bal Risk Alloc C1 A ABRZX — Int/Div
Eaton Glb Mkt EGRAX — Int/Div
Blackrock Emerging Mkt BLSAX — Int/Div
Eaton Emerging EEIAX — Int/Div
Neuberger & Berman Eq Assets Genesis — Int/Div
Wells Fargo Adv Gwth SGRAX — Int/Div — Sold (part)
Blkrock GIb MDLOX — Int/Div — Sold (part)
Fid Adv Small Cap A mut fund FSCDX — Int/Div
Virtus Emg Markets Opps A mut fund HEMZX — Int/Div
Corp Prop Assoc 17 REIT — Int/Div
OK Svegs 529 Global Eq Inde. mmm mut fund — Int/Div
OK Savings 529 Global Eq Index mmm mut fund — Int/Div
OK Svgs 529 Managed Allocation [mm mut fund — Int/Div
OK Svgs 529 Bal CG, mmm — Int/Div
Bank of America cash acct (X) — Interest
BH Media 401(X) pum — Int/Div
SPTN 500 Index Inst -- 20%
TRP Eq. Inc — 10%
WFA Growth Inst «= 10%
Drey Op MidCap Val — 25%
Fid Sm Cap Discovery «= 10%
Oakmark Intl «= 10%
WF Stable Value -- 10%
PIM Total RT Inst -- 5%
Lines 5-6 & 8-10: Stock held in JTWROS by IE. This joint tenancy was created in 2006.

Lines 11-23: Trust No. | -- Educational trust established by JIN in 2006 for [I I is Trustee. No Agreement reported in Part 11 because

filer is not Trustee.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14132. Public record. Not legal advice.