# William Martin Conley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15187

## Record

- **Judge:** William Martin Conley
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 11

## Text

Morgan Stanley Smith Bamey (Inv. Acct.) Hy
Accenture PLC Ireland — Int/Div — Sold
Actavis PLC — Int/Div
AT&T — Int/Div — Sold
Chevron Corp — Int/Div — Sold
ConocoPhillips — Int/Div
Cummins Inc — Int/Div
Danaher Corp — Int/Div
Deluxe Corporation — Int/Div
Discover Fincl SVCS — Int/Div
Duke Energy Corp Hiding Co — Int/Div — Sold
EBAY — Int/Div — Sold
Express Scripts Inc Commen — Int/Div
Fifth 3rd Bancorp Ohio — Int/Div
Ford Motor Co New — Int/Div — Sold
General Mills Inc — Int/Div — Sold
Genuine Parts Co — Int/Div
Honeywell Intl Inc — Int/Div
1 Tool Works Inc — Int/Div
Intuit Inc — Int/Div
Kansas CY South Ind — Int/Div
KeyCorp New — Int/Div
McCormick and Co — Int/Div — Sold
McDonalds Corp — Int/Div — Sold
Mylan Inc — Int/Div
NikelncB — Int/Div
Oracle Corp — Int/Div
Pepsico Inc. NC — Int/Div
Phillipps 66 Co — Int/Div — Sold
Polaris Industries Inc — Int/Div
PPG Industries Inc — Int/Div — Sold
Proctor & Gamble — Int/Div
Spectra Energy Corp Com — Int/Div
Starbucks Corp Washington — Int/Div — Sold
U S Bancorp Com New — Int/Div
Union Pacific Corp — Int/Div
Walmart Stores Inc — Int/Div — Buy
Xcel Energy Inc — Int/Div
Yum Brands Inc — Int/Div
Davis New York Venture A — Int/Div
Franklin Mutual Gb Discov A — Int/Div
Franklin Small Midcap Grw A — None
money market (Morgan Stanley Smith Bamev)(X) — Interest
Charles Schwab (401K) (H)
American Beacon Lg Cap Value Inst — None — Sold
Fidelity Contrafund — None — Sold
Vanguard Institutional Index — None — Sold
Dreyfus/1he Boston Company SM Cp Va — None — Sold
Dodge & Cox Int'l Stock — None — Sold
Baird Aggregate Bond Inst — None — Sold
Wells Fargo (IRA) (H)
Alcatel-Lucent — None — Sold
Bristol Myers Squibb Co — None — Sold
Eli Lilly & Co — None — Sold
Emerson Electric Co — None — Sold
Merck & Co Inc New — None — Sold
Paychex Inc — None — Sold
Pepsico Inc — Int/Div — Sold
Pfizer Inc — Int/Div — Sold
Sector SPDR TR Technology Select Sector — None — Sold
Sony Corp ADR New — Int/Div — Sold
Styker Corp — Int/Div — Sold
Wells Fargo Co — None — Sold
Wells Fargo Cash Acct — None — Sold
Wells Fargo (IRA) (H) converted to Morgan Stanley (IRANH)
Abbott Laboratories — Int/Div — Sold
Abbuie Inc. Com — Int/Div — Buy
Johnson & Johnson — Int/Div — Sold
BK Montreal (f/k/a Marshall & llsley Corp) — Int/Div — Sold
Pepsico Inc — Int/Div — Sold
Proctor & Gamble Co — Int/Div — Sold
Sysco Corp — Int/Div — Sold
EuroPacific Growth FD Class A — None — Sold
New World Fund Class A New FX — None — Sold
Wells Fargo Cash Acct — None — Sold
American Funds SMALLCAP World Fund — Int/Div — Buy
American Funds EuroPacific Growth Fund — Int/Div — Buy
Templeton Growth Fund — Int/Div — Buy
Franklin Mutual Shares Fund — Int/Div — Buy
American Funds AMCAP Fund — Int/Div — Buy
Frankhn Income Fund — Int/Div — Buy
American Funds Income Fund of America — Int/Div — Buy
American Funds New Economy Fund — Int/Div — Buy
American Funds Washington Mutual Investors Fund — Int/Div — Buy
Franklin Growth Fund — Int/Div — Buy
Franklin DynaTech Fund — Int/Div — Buy
Franklin DynaTech Fund — Buy (add'l)
American Funds Growth Fund of America — Int/Div — Buy
American Funds Growth Fund of America — Buy (add'l)
US Bank (401K, mutual funds, no control) (xX) — None
Wells Fargo Advantage Funds (H)
EdVest Savings Program Age-Based Option (no control) — None
EdVest Savings Program 2 Age-Based Option (no control) — None
M&I Bank Accounts — Interest
Converted both Agreements previously listed in Section 11 (and Section VII as Charles Swab accounts) to Morgan Stanley IRA account

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15187. Public record. Not legal advice.
