# William M. Nickerson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16404

## Record

- **Judge:** William M. Nickerson
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 20

## Text

Bristol Myers Squibb crmn — Int/Div
Chevron Texaco Corp. formerly Chevron Corp. cmn — Int/Div
Coca Cola Co. conn — Int/Div
Colgate Palmolive Co. cmn — Int/Div
DuPont. E. . conn — Int/Div
Equifax Inc. cmn — Int/Div
General Electric Co. com — Int/Div
General Mills Inc. cmn — Int/Div
Johnson & Johnson cn — Int/Div
Merck & Co.. Inc. cmn — Int/Div
Procter & Gamble Co. cnn — Int/Div
Franklin Mutual Shrs Cl Z (formerly Mutual Shares Fund) — Int/Div
Exelon Corp. cmn — Int/Div
Cheesecake Factory Inc. cmn — None
Chemours Co. — Int/Div
J. Alexanders Hidgs..Inc — Int/Div
T.R.P. Md. Tax Free Bond — Int/Div
T.R.P. Tax Exempt MM — Int/Div
J P Morgan - Trust (H) — VII
J P Morgan US DollarPrincipal (Form Deposit Sweep lust’. — None — Sold
JP Morgan Short Term Mun. Bd. Fd — Int/Div — Sold
Verizon Communications — Int/Div — Sold
Chevron Comp. — Int/Div — Sold
Dow Chemical — Int/Div — Sold
Gen Elect Co — Int/Div — Sold
Exxon Mobil Corp — Int/Div — Sold
Altria Group, Inc — Int/Div — Sold
Amencan Electric Power Co, Inc — Int/Div — Sold
Boemg Co, — Int/Div — Sold
Bristol Meyers Squibb Co — Int/Div — Sold
Consolidated Edison, Inc — Int/Div — Sold
Dominion Resources Inc VA — Int/Div — Sold
Home Depot, Inc — Int/Div — Sold
McDonalds Corp. — Int/Div — Sold
Duke Energy — Int/Div — Sold
Travelers Cos. Inc — Int/Div — Sold
Mondalez Int'l — Int/Div — Sold
Spectra Energy Corp. — Int/Div — Sold
Pfizer Inc — Int/Div — Sold
Philip Moms Int'l, Inc — Int/Div — Sold
Kellogg Co — Int/Div — Sold
Coca-Cola Co. — Int/Div — Sold
Sysco Comp. — Int/Div — Sold
Yum Brands Inc — Int/Div — Sold
Delaware Emergimg Mkts, Fund — Int/Div — Sold
Eaton Vance Mutual Funds TR FLT RT CL) — Int/Div — Sold
JPM High Yield Fund — Int/Div — Sold
Knaft Foods Group. Inc — Int/Div — Sold
T. Rowe Price New Asia Fd. — Int/Div — Sold
Vanguard FTSE Europe ETF — Int/Div — Sold
1 Shares Core S&P Mid-Cap ETF — Int/Div — Sold
1 Shares MSC EAFE Index Fund — Int/Div — Sold
Dodge & Cox Int'l. Stock Fund — Int/Div — Sold
Exxon Mobil Corp cn — Int/Div
Intel Corp cnn — Int/Div
PNC Fil. Svs. Grp. crn — Int/Div
Microsoft Corp cn — Int/Div
T. Rowe Price Inc. conn — Int/Div
Zebra Tech cnn — None
Wal-Mart Stores cmmn — Int/Div
Fidelity Natl. Info. Sves. Inc. emn — Int/Div
Zimmer Hldgs. Inc. cmn — None
Smucker J M Co cn — Int/Div
Express Scripts Hidg. Co — None
Massachusetts Mutual Ins. Co. - whole hfe policy — Int/Div
Navy Mutual Aid Ass'n, perm. plus life ms policy — Int/Div
Amer. Trust Co. ACF W. Nickerson IRA (H)# pa
Columbia Acom Fd. - A — Int/Div
Columbia High Yield Bd. Fd. C1 A — Int/Div
1 Shares MSC Emerging Mkts ETF — Int/Div
1 Shares Russell 1000 Value ETF — Int/Div
1 Shares Russell 1000 Growth ETF — Int/Div
1 Shares S&P Midcap400 Growth ETF — Int/Div
1 Shares S&P Midcap 400 Value ETF — Int/Div
1 Shares Core S&P Smallcap ETF — Int/Div
Morgan Stanley Capital Trust V — Int/Div — Redeemed
Fidelity Advisor New Insights - T Fd — None
Fidelity Advisor New Insights C1 A — None — Sold
MFS Intl. Diverse - A — Int/Div
Fidelity Advisor Mid Cap Il - A — None
Amenpnse Insured Money Mkt — Int/Div
Columbia Acorn International Fd. A — Int/Div
Columbia Income Bldr. C1 A — Int/Div
Jom Hancock Strategic Inc. Opp. C1 A — Int/Div
Fidelity Advisor Strategic Inc. C1 A — Int/Div
MFS New Discovery Value C1 A — Int/Div
First Trust Cons. Staples Alpha ETF — Int/Div
Columbia Select Large Cap Value Cl A — Int/Div — Sold (part)
Amer. Trust Co. ACF W. Nickerson IRA(H) waded
Ameriprise Insd, M/M — Int/Div
ONL Health Care Inc. REIT — Int/Div
Columbia Mid Cap Value - A Fund — Int/Div
AIM Invesco Smallcap Equity Fd C1 A — Int/Div
Columbia Global Infrst CI A — Int/Div — Sold
Fidelity Advisor Mid Cap 11-A Fd. — None
Fidelity Advisor New Insights A Fd — None
MFS Value - A Fd. — Int/Div
Morgan Stanley Capital Trust V — Int/Div — Sold
Oppenheimer Developing Mkts. - A Fd — Int/Div
Riversource Ret. Adv. Plus Annuity ]
VP Partner Sm Cap C13 — Redeemed
WFADV VTSmCaGr(C2 — Redeemed
Allbern VPS Intl Val — Redeemed
COL Mid Cap Val C12 — Redeemed
Fid VIP Mid Cap C1 2 — Redeemed
COL VP Divdnd Opp C13 — Redeemed
COL VP Emg Mkt C13 — Redeemed
COL VP Incom Oppt C12 — Redeemed
Riversource Ret. Adv. Plus Annuity (Ee)
VP Parmer Sm Cap C13 — Redeemed
WFADV VTG Sm CaGr C2 — Redeemed
Allbern VPS Intl Val — Redeemed
COL Mid Cap Val C 13 — Redeemed
Fid VIP MidCap C12 — Redeemed
COL VP Divnd Opp C 13 — Redeemed
COL VP Emg Mkt C 13 — Redeemed
COL VP Incom Oppt C 12 — Redeemed
Investment property, Baltimore, MD — None — VII
FID NATL FINL INC NEW FNF & FNFV GRP (formerly Lender Proc. Sves.) — Int/Div
Riversource Ret. Adv. 4 Ad. VA Annuity )
Col VP Cont Core — Int/Div
Col VP Emerging Mkt — Int/Div
Col VP Lg Cap Growth — Int/Div
Col VP Lg Core Quant (Y) — VII
Col VP Select LC Val — Int/Div
VP-Columb Wanger Inter — Int/Div
VP-DFA Intemational — Int/Div
VP-Holland LC Growth (Y) — VII
VP-Invesco Intemat (Y) — VII
VPJenmison Mid Growth — Int
VP - Loomis Sales Grth — Int/Div
VP-MFS Value — Int/Div
VP-Morg Stan Global RE (Y) — VII
VP-NFJ Dividend Value (Y) — VII
VP-NFN Win Lrg Cap Gr — Int/Div
VP-Partners Sm Cap Val — Int/Div
VP-Partners Small Grth — Int/Div
VP-Pyramis Invest Int — Int/Div
VP-Pyrford Internat (Y) — VII
VP-Sit Dividend Growth (Y) — VII
VP Victory Estb Value — Int/Div
Col VP Core Bond (Y) — VII
Col VP Emerg Mkts Bomd — Int/Div
Col VP Income Opp Fund — Int/Div
Col VP Lmtd Duration — Int/Div
Col VP US Gov Mort — Int/Div
Col VP Strat Income — Int/Div
VP-Am Cent Diver Bond — Int/Div
VP-Eaton Vance Fl-Rate — Int/Div
VP-J.P. Morgan Cor Bad — Int/Div
VP-TCW Core Plus Bond — Int/Div
VP-Wells Fargo Sh Gov — Int.
Col VP Commodity Strat — Int/Div
VP-AQR Managed Futures — Int/Div
Col VP US Equities — Int/Div
Col VP Inter Bond — Int/Div
Col VP Div ABS Return — Int/Div
Tactical Assets — Int/Div
Col VP Disc Core (X) — Int/Div — VII
VP-MFS Bld Rsch Core (X) — Int/Div — VII
VP-MorgStan Advantage (X) — Int/Div — VII
T. Rowe Lrg Cap Val (X) — Int/Div — VII
Col VP Select Inter ( X) — Int/Div — VII
VP Lazard Internat (X) — Int/Div — VII
VP Oppenheimer Intl Gr (X) — Int/Div — VII
VP Center Square RE (X) — VII
Col VP Long Gov-Credit (X) — Int/Div — VII
Franklin MD Tax Free Inc. - A — Int/Div
Columbia Acorn Intl. - A Fd — Int/Div
Invesco LTD Term Mun Income Cl A — Int/Div
Pfizer. Inc — Int/Div — Sold — VII
Ameriprise Insured Money Market Fd — Int/Div
Riversource Ret. Adv. 4 Ad. VA Annuity (EE ) — Int/Div
Col VP Cont Core — Int/Div
Col VP Emerging Mkt — Int
Col VP Lg Cap Growth — Int/Div
Col VP Lg Core Quant (Y) — VII
Col VP Select LC Val — Int/Div
VP-Columb Wanger Inter — Int/Div
VP-DFA Intemational — Int/Div
VP-Holland LC Growth (Y) — VII
VP-Invesco Intemat (Y) — VII
VPJenmison Mid Growth — Int/Div
VP-MFS Value — Int/Div
VP-Morg Stan Global RE (Y) — VII
VP-NFJ Dividend Value (Y) — VII
VP-Nvn Win Lrg Cap Gr — Int/Div
VP-Partners Sm Cap Val — Int/Div
VP-Partners Small Grth — Int/Div
VP-Loomis Savles Grth — Int./y
VP-Pyrford Internat (Y) — VII
VP-Sit Dividend Growth (Y) — VII
VP- Victory Estb Value — Int/Div
Col VP Core Bond (Y) — VII
Col VP Emerg Mkts Bond — Int/Div
Col VP Income Opp Fund — Int/Div
Col VP Lmtd Duration — Int/Div
Col VP US Gov Mort — Int/Div
Col VP Strat Income — Int/Div
VP-Am Cent Diver Bond — Int/Div
VP-Eaton Vance FL-Rate — Int/Div
VP-J.P, Morgan Cor Bnd — hy
VP-TCW Core Plus Bond — Int/Div
VP-Wells Fargo Sh Gov — Int/Div
Col VP Commodity Strat — Int/Div
VP-AQR Managed Futures — Int/Div
VP Pyramis Internat — Ine
Col VP Inter Bond — Int/Div
Col VP Us Equities — Int/Div
Col VP Div ABS Retum — Int/Div
Tactical Assets — Ine
Col VP Disc Core (X) — hy — VII
VP-MFS Bid Rsch Core (X) — Int/Div — VII
VP-Morg Stan Advantage (X) — Int/Div — VII
T. Rowe Lrg Cap Val (X) — Int/Div — VII
VP Oppenheimer Intl Gr (X) — Int/Div — VII
VP Center Square RE (X) — Int/Div — VII
Col VP Long Gov-Credit (X) — Int/Div — VII
Col VP Select Inter (X) — Int/Div — VII
VP Lazard Internat (X) — Int/Div — VII
RiverSource RAVAS Advantage Variable Annuity IE — Buy
Col VP Contrarian Core — Int/Div
Col VP Disciplined Core — Int/Div
Col VP Large Cap Growth — Int/Div
Col VP Select Large Cap Growth — Int/Div
Colo VP Select Large Cap Value — Int/Div
VP Loomis Sayles Growth — Int/Div
VP MFS Blended Research Core Equity — Int/Div
VP MFS Value — Int/Div
VP Morgan Stanley Advantage — Int/Div
VP T. Rowe Price Large Cap Value — Int/Div
VP Nuveen Winslow Large Cap Growth — Int/Div
Col VP Mid Cap Growth — Int/Div
Col VP Mid Cap Value — Int/Div
VP Jennison Mid Cap Growth — Int/Div
VP Victory Sycamore Established Value — Int/Div
Col VP U.S. Equities — Int/Div
VP Partmers Small Cap Growth — Int/Div
VP Parmers Small Cap Value — Int/Div
VP DFA International Value — Int/Div
VP Lazard Intl Equity Advantage — Int/Div
VP Oppenheimer International Growth — Ine
VP Paramis Intemational Equity — Int/Div
VP American Century Diversified Bond — Int/Div
Col VP Intermediate Bond — Int/Div
Col VP Limited Duration Credit — Ine
Col VP Long Government-Credit Bond — Int/Div
Col VP U.S. Government Mortgage — Int/Div
VP J.P. Morgan Core Bond — Int./y
VP TCW Core Plus Bond — Int
VP Wells Fargo Short Duration Govt — hy
Tactical Assets — Int/Div
Agreement — 12/6/93 — State of Md. Judicial Pension Plan:
Income — State of Md. Judicial Pension Plan — $32,709.72
1. Part VII, lines 19 - 53.

In accord with its terms, this trust terminated on 02/24/16 upon the death of a named beneficiary. The assets of the trust were liquidated to provide a cash

distribution to the trust beneficiaries.

2. Part VIL, line 118.

As noted in previous reports, this property was purchased on 11/07/2007 for $110,000.00.

3. Part VIL, lines 124, 128, 129, 133, 134, 139, 140, 142, 159 - 167, 177, 181, 182, I8S, 186, 191,192, 194, 212 - 220.

The annuity holdings on these lines marked with a (Y) appeared as assets held as of 12/30/15, my prior annual report, in their respective annuity contracts, They

do not appear as assets held in the annuity contracts as reported to me in the year end report for 12/30/16. No Column D transaction information regarding their

disposition is available to me.

The annuity holdings on these lines marked with an (X) denote acquisition in the course of the calendar year 2016. However, the specifics in regard to their

acquisition, otherwise reportable in Column D is not available to me.

4. Part VIL line 171.

This asset was sold on 06/17/15 but inadvertently included as an asset held on 12/31/15.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16404. Public record. Not legal advice.