# Ronald Lee Gilman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/16796 ## Record - **Judge:** Ronald Lee Gilman - **Year:** 2016 - **Report type:** Annual - **Pages:** 10 ## Text Gulf Housing Ltd. Partnership (5 apt projects in Ala. and Miss.) — Interest a“ — Rent FedTrust Federal Credit Union — Interest Schwab Cash & Money Market Sweep — Interest AQR Managed Futures Strategy — Int/Div — Sold (part) AQR Managed Futures Strategy — Buy (add'l) AQR Managed Futures Strategy — Sold AQR Managed Futures Strategy HV Fund — None — Buy ASG Global Alternatives — None — Buy (add'l) ASG Global Alternatives — Sold Barclays Bank PLC Hybrid — None — Buy Blackrock Strategic Income Opportunities Portfolio — Int/Div Blackrock Strategic Income Opportunities Portfolio — Sold (part) DFA Emerging Markets Core Equity Portfolio — Int/Div — Buy (add'l) DFA Emerging Markets Core Equity Portfolio — Buy (add'l) DFA Emerging Markets Core Equity Portfolio — Sold (part) DFA International Core Equity — Int/Div DFA US. Small Cap Value — Int/Div — Buy (add'l) Fidelity Large Cap Enhanced Index — Int/Div — Buy Fidelity Mid Cap Enhanced Index — Int/Div Goldman Sachs MLP Energy Infrastructure — None Goldman Sachs Strategic Income — Int/Div — Sold (part) Goldman Sachs Strategic Income — Sold iShares ETF U.S. Large Cap — Int/Div — Sold iShares S&P Midcap 400 Value — Int/Div — Buy (add'l) iShares S&P Midcap 400 Value — Sold (part) iShares Tr. Russell 3000 Index — Int/Div — Sold (part) JP Morgan Chase FINL Equity Limited Note 01/292018 — None — Buy JP Morgan Tax Aware Real Return — Int/Div — Sold (part) Morgan Stanley Equity Linked Note 017292018 — None — Buy Pimco Enhanced Short Maturity Strategy — Int/Div Powershares S&P 500 High Quality Portfolio — Int/Div — Sold (part) Powershares S&P 500 Low Volatility Portfolio — Int/Div — Sold (part) Schwab Strategic Tr. Emerging Markets — None — Sold Schwab U.S. Broad Market — Int/Div — Sold Schwab US. REIT — None — Buy Stone Ridge High Yield Reinsurance Risk Premium (see Part VID — Int/Div — Sold (part) T Rowe Price Summit Int. Term Bond — Int/Div — Sold (part) T Rowe Price Summit Int. Term Bond — Buy (add'l) T Rowe Price Summit Int. Term Bond — Sold (part) Thomburg Ltd. Term Muni — Int/Div — Sold (part) Vanguard Ltd. Term Tax Exempt (Admiral Share) — Int/Div Vanguard Meg Cap 300 — Int/Div Vanguard REIT — Int/Div — Buy Vanguard REIT — Sold (part) IRA ZI (HH) Schwab Cash Reserves — None Blackrock Strategic Income Opportunities Portfolio — Int/Div DFA Int'l Core Equity — Int/Div — Sold (part) DFA Int'l Small Company Port — Int/Div — Sold (part) DFA US. Small Cap Value — Int/Div Goldman Sachs Strategic Income — Int/Div — Sold JP Morgan Strategic Income Oppty — Int/Div — Sold (part) Stone Ridge Alt. Lending Risk Premium — Int/Div — Buy IRA #2(H) Schwab Cash Reserves — None DFA Int'l Small Company Portfolio — Int/Div — Sold (part) DFA U.S. Small Cap Value — Int/Div — Sold Goldman Sachs Strategie Income — Int/Div — Sold iShares MSCI U.S. Minimum Volatility Index — Int/Div — Sold (part) Stone Ridge Alt. Lending Risk Premium — Int/Div — Buy Vanguard Meg Cap 300 — Int/Div — Sold College Savings Plan (529 account) (for Grandchild #1) (H) Fidelity/Delaware Total Market Index Fund — None — Buy Fidelity/Delaware Total Market Index Fund — Buy (add'l) Fidelity/Delaware Total Market Index Fund — Sold Fidelity/Delaware Money Market Fund — None — Buy College Savings Plan (529 account) (for Grandchiild #2) (H) Fidelity/Delaware Total Market Index Fund — None — Buy Fidelity/Delaware Total Market Index Fund — Buy (add'l) College Savings Plan {529 account) (for Grandchild #3) (H) Fidelity/Delaware Total Market Index Fund — None — Buy Fidelity/Delaware Total Market Index Fund — Buy (add'l) College Savings Plan (529 account) (for Grandchild #4) (H) Fidelity/Delaware Total Market Index Fund — None — Buy Fidelity/Delaware Total Market Index Fund — Buy (add'l) Part VII, Line 37. Stone Ridge Reinsurance Risk Premium was merged into Stone Ridge High Yield Risk Premium on December 5, 2016, Part VII, Lines 66 - 80. In 2014, 1 opened a College Savings Plan (a 529 account) for cach of my four grandchildren. None are members of my household. The reference in the Filing Instructions to 529 Plans just recently came to my attention, and neither the Instructions nor my conversations with a member of the Admimstrative Office's staff who advises on the Financial Disclosure Report makes clear whether these accounts are reportable transactions under the circumstances, To err on the side of disclosure, however, | am reporting these transactions from their beginning and will continue doing so in the future unless or until advised otherwise. I have shown "None" for "Income during reporting period" for these 529 accounts because that information is not generated by Fidelity Investments due to the tax- free mature of the accounts. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16796. Public record. Not legal advice.