# Jeffrey James Helmick

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15645

## Record

- **Judge:** Jeffrey James Helmick
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

Trust #1 (H) — Int/Div
Air Products and Chemicals. Inc. Stock — Int/Div — Sold
Apple Inc. Stock — Int/Div — Sold (part)
Apple Inc. Stock — Sold (part)
Aston/Fairpointe Mid Cap Fund — Int/Div — Sold (part)
Aston/Fairpointe Mid Cap Fund — Sold (part)
Chevron Corp Stock — None — Sold
Colgate Palmolive Co. Stock — Int/Div
ConocoPhillips Stock — Int/Div
Cullen High Dividend Equity Fund — Int/Div — Buy
Cullen High Dividend Equity Fund — Buy (add'l)
Dodge & Cox Int'l Stock Fund — Int/Div
Google, Inc. Stock Class A (Alphabet Inc) — Int/Div
Google, Inc. Stock Class C (Alphabet Inc) — Int./y — Sold (part)
Harbor International Fund — None — Sold
Intel Corp. — Int/Div
iShares Core MSCI1 EAFE ETF — Int/Div — Buy
iShares Core S&P S00 ETF — Int/Div — Buy
iShares Core S&P S00 ETF — Buy (add'l)
iShares MSC! EAFE Index Fund — None — Sold
Johnson & Johnson Stock — Int/Div
JP Morgan US Equity Fund — Int/Div — Buy
JP Morgan US Equity Fund — Buy (add'l)
Neuberger Berman Emerg Mkts Eqty — Int/Div
Parker Hannifin Corp. Stock — Int/Div
Pepsico Inc. Stock — Int/Div — Sold (part)
Riverpark/Wedgewood Fund — Int/Div — Buy
Riverpark/Wedgewood Fund — Buy (add'l)
United Technologies Corp. Stock — Int/Div
Vanguard Emerging Markets Fund — Int/Div — Sold (part)
KT Short Term Tax-Free Fund — Int/Div — Sold (part)
KT Short Term Deposit Fund — Int
IRA #1 (MH) — Int/Div
Merrill Lynch Cash/Money Account aka Bank of America NA RASP — Int/Div
Alcatel Lucent Stock — None
AOL Inc. Stock — None — Sold
Time Inc. Stock — Int/Div
Time Warner Inc. Stock — Int/Div
Time Warner Cable Inc. Stock — Int/Div
Deferred Compensation #1 (H) — hy
Ohio DC Intermediate Bond (X) — Int/Div — Buy
Ohio DC Stable Value Option — Int
Dodge & Cox Stock Fund — Int/Div
Fidelity Contrafund — Int/Div
FPA Capital Stock Fund — None
PIMCO Total Return Fund — None — Sold
Vanguard Capital Opportunity Stock Fund — Int/Div
MetLife Whole Life (H) — Int/Div
Fifth Thid Bank Cash Account (H) (X) — Interest
President, Board of Trustees
Liability — American Express — Credit Card
Liability — Discover — Credit Card
Regarding “Trust #1", the first listing in Part VII,

1s the sole beneficiary of the trust.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15645. Public record. Not legal advice.
