# Thomas B. Russell

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15923

## Record

- **Judge:** Thomas B. Russell
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 11

## Text

B.P. PLC (common)
Walgreen (common)
Checking Account - Paducah Bank — Interest
Checking Account - Regions Bank — Interest
IRA. UBS(See Sec. VIII) — Int/Div
AmerFDS Cap. World Gr. Inc
American Mutual Funds
Amer. Funds Investments Co. of America
Amer. Funds, Washington Mutual Investors
IRA.UBS (See Sec VIII) — Int/Div
AmerFDS Capital World Growth
Amer. Funds, Investment Co. of America
Savings Acct. Regions Bank — Interest
Common Stock, Regions Bank — Int/Div
IRA Regions Bank (See Sec. VIII) — Int/Div
U.S. Treas. SEC Strip
American Europacific GRTH-F2
Pimco Total Return (Mutual Fund)
Pimco Commodity Realreturn (Mutual Fund)
Templeton Global Bond Fund
Fannie Mae DTD
Federal Home Loan Bank
Managers Cadence Cap — Sold
American Century Equity Income - Mutual Fund
Federated Kaufmann CL - Mutual Fund — Sold
Invesico Developing Markets FD CL — Buy
Pioneer Fundamental Value Fund — Buy
First Investors of Paducah (See Sec. VII) — Int/Div
US Banc (common)
IBM (common)
Abbott Lab (common)
Cisco Sys (common)
Intel (common)
Schlumberge (common)
Simon P (common)
Anadarko (common)
Loews (common)
Fastenal (common)
Microsoft (common)
Coke (common)
Johnson (common)
Mmnesota (3M) (common)
BB & T Corp. (common) — Sold
Proctor (common)
CSI (common)
Exon Mobil (common)
Oracle (common)
Texas Inds (common) — Sold
Apple (common)
Kaucx (common) — Sold
Ishares (WM common)
Ishares (WM common) — Sold
Portfolio PRAA — Sold
SPDR SDY — Sold
Citigroup — Sold
Trinity
Dell — Sold
Seadrill (previously mislabled as Scandrill)
Wells Fargo
Gilead
China Mobile — Sold
Fluor
National (NOV)
US Steel (error) — Sold
Clean
Am Semi (AMSCO) — Sold
Cresud — Sold
Plexus
Ashland (ASH)
Tata (TTM)
Yum(YUM)
Vanguard (VWO)
Vanguard (VEA)
Toyota (TM)
Ford (F) — Sold
Tesoro (TSO)
Sturm (RGR) — Sold
AT&T — Sold
Kraft
Healthcare HCN
Healthcare HCN — Sold
Fifth Third Security (CD) — Sold
Barclays — Buy
Dollar General — Buy
Baker BHI — Buy
Becton BDX — Buy
Mkt Vect NLR — Buy
Roval Dutch RDS'B — Buy
Spectra SE — Buy
Medtronic MDT — Buy
Mondelez MDL — from line 79)
Partner, First Investors of Paducah (Investment Club) See additional information
1. POSITIONS

In October of 1996, 1 became a member of an investment club known as First Investors of Paducah, which is organized as a partnership, There are 15 partners

divided into 7 teams, Each team invests their portion, Tonly have control over the investment of my team. Tdo have a 1/15 interest in all investments.

VIL INVESTMENTS AND TRUSTS

(No, 3 - 7) IRA- UBS. The total income from dividends and interest for the account was $135,000 or less.

(No. 8-10) IRA - UBS.

The total income from dividends and interest in the account was $15,000 or less.

(No. 13-25) IRA - Regions Bank. The total income from dividends and interest for the account was $15,000 or less.

I have an TRA with Regions Bank and UBS. Other than making an allocation choice between bonds, stocks, money markets, etc, | exercise no other control over

the IRA account. 1am not consulted nor do 1 give advice on the individual investments.

(No. 26-92) First Investors of Paducah is an investment club organized as a partnership. There are 15 partners divided into 7 teams. Each team makes an

independent investment of their portion. | have no control over the investments of the other 6 teams, | do have a 1/15 interest in all of the investments, Items 26

thru 94 represent the stock investments of the ¢lub. Line 26 reflects the value for my 1/15 interest in the stock and mutual funds owned by the partnership,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15923. Public record. Not legal advice.
