# Gerald Bruce Lee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16013

## Record

- **Judge:** Gerald Bruce Lee
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 6

## Text

Wal Mart Stores. Inc — Int/Div — Buy (add'l)
DWS Funds Strategic Yield Tax Free — Int/Div — Buy (add'l)
Black Rock Global Allocation Fund, Inc — Int/Div — Buy (add'l)
First Eagle Sogen Global FD CL ( — Int/Div — Buy (add'l)
Hartford Balanced Allocation FD CL — Int/Div — Buy (add'l)
Lord Abbet Diversified Income Strategy Class C — Int/Div — Buy (add'l)
Russell 3000 Index* — Int/Div — Sold
CCWV PC 401 (K) Retirement Plan and Trust — Int/Div — Buy (add'l)
Johnson Controls — Int/Div
Fidelity Fund Inc., SBI? — Int/Div — Buy (add'l)
Alliance Capital Reserves* Money Market Fund — Int/Div — Sold
General Electric Corporation — Int/Div — Buy (add'l)
General Mills Corporation — Int/Div — Buy (add'l)
Merck & Co — Int/Div — Buy (add'l)
Board of Trustees, The American University
Dean's Advisory Council, I'he American University Washington College of Law
Vice President for Security and Planning, Federal Judges Association
Agreement — 512 — Virginia Retirement System, government pension, Fairfax Circurt Court
Reimbursement — Federal Judges Association — 5/772014 — Washington, DC — Board of Directors Mecting — hotel and meals
Spouse's income — 0/14 — Colten Cummins Watson & Vincent, PC
VIL Investments and Trusts

No. I Walmart (IRA )- This stock was in an TRA that was transferred when we rolled over the account 12/1/2012 to a consolidated account.

No. | Walmart- 1 own some Walmart stock outside the former IRA, acquired monthly 12/01/2013- present. 1 have been listing it all along. 1 did not note the change

to remove the (IRA) until this report.

No. 18. Colten Cummins Watson & Vincent, P.C. 401 (k) Retirement Plan and Trust is the name of 4 401 (k) Retirment Plan and Trust held by JN law firm

which is managed by a bank.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16013. Public record. Not legal advice.