# Suzanne Mitchell > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/17757 ## Record - **Judge:** Suzanne Mitchell - **Year:** 2015 - **Report type:** Annual - **Pages:** 15 ## Text RENTAL PROPERTIES (H) Rental Property #1 - Cleveland County. Norman, OK — Rent Rental Property #2 - Oklahoma County, Oklahoma Cy, OK, — Rent CASH AND BONDS (H) UMB Accounts — Int/Div A First United Bank (formerly First American Bank) — Int/Div Allegiance Credit Union Account — Int/Div — Closed Chase Accounts. — Interest RAYMOND JAMES ACCOUNT (H) First Trust Target DIVSD DVD 4Q — Int/Div — Redeemed Invesco Mid Cap Growth Fund Class A — Int/Div Invesco Comstock Fund Class A M/F — Int/Div Capital Income Builder Fund Class A American Funds M/F — Int/Div Capital World Growth & Income Fund Class A American FD M/F — Int/Div Investment Company of America Class A American Funds M/F — Int/Div Washington Mutual Investors Class A American Funds M/F — Int/Div Bank Deposit Program-Sweep — Int/Div — Open First Trust Sabrient Baker's Dozen — Int/Div — Buy First Trust Sabrient Baker's Dozen — Buy (add'l) EDWARD JONES ACCOUNTS (H) Edward Jones #1 (H)Money Market Account — Interest Walt Disney Company stock — Int/Div Edward Jones #2 (H)Money Market Account — Interest Oracle Corporation stock — Int/Div Edward Jones #3 (H) Money Market Account — Interest EDWARD JONES 529 COLLEGE SAVINGS PLANS (H) EDJ 529 College Savings Plan #1 (H) Capital Income Builder Fd — Int Capital Weld Growth and Income Fd — Int/Div Fundamental Investors Fd — Int/Div EDJ 529 College Savings Plan #2 (H) Cash — Interest — Distributed Capital Income Builder Fd — Int/Div — Sold EDJ 529 College Savings Plan #3 (H) Capital Income Builder Fd — Int/Div Capital Wrld Growth and Income Fd — hy Fundamental Investors Fd — Int/Div FULKERSON FAMILY REVOCABLE TRUST (H) Chevron Stock — Int/Div Real Estate Parcel #1, Cleveland Cty, OK See Part VIII. — None Real Estate Parcel #2 Cleveland Cty, OK See Part VIII — None Real Estate Parcel #3, Cleveland Cty, OK See Part VIII, — None Real Estate Parcel #4, Cleveland Cty, OK See Part VIII. — None PARTNERSHIP INVESTMENTS (HD) Legacy Financial Services Group, LLC 0.71579% — Distribution ARNOLD & PORTER LLP PROFIT SHARING AND WO HK) PLAN (HY T. Rowe Price Mid Cap Growth — Int/Div Fidelity Contrafund — Int/Div JP Morgan Smart Retirement 2035 — Int/Div — Sold Vanguard Small Cap Index Inst — Int/Div — Buy FIDELITY INVESTMENTS ROLLOVER IRA (H) Fidelity Low Priced Stock — Int/Div Fidelity Select Multimedia — Int/Div MCAFEE & TAFT 401K) (H) SPTN S00 Index Adv — Int/Div — Closed SPTN S500 Index Inst — hy — Open SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) SPTN S500 Index Inst — Buy (add'l) Fidelity Contrafund K — Int/Div — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Low Priced Stock K — Int/Div Fidelity Mid Cap Stock K — hy American Century Small Cap Value — hy — Closed JH Discpl Value Midcap — Int/Div — Open Fidelity Diversified Intemational K — Int/Div SCHWAB ROLLOVER IRA (H) Pimco Fundamental Index Plus AR FD CL D — Int/Div Vulcan Value Partners Fund — Int/Div Dodge & Cox Stock Fund — Int/Div ETRADE BROKERAGE ACCOUNTS (H) ETrade Account £1 (H) Ford Motor Co — Int/Div Nuance Communications — Int/Div Powershares Exchange Traded Fund — Int/Div Oneok Partners LP — Int Berkshire Hathaway — Int/Div — Buy ETrade Account #2 (H) Coca Cola Bottling Co — Int/Div Schwab S&P 500 Fund — Int/Div OKLAHOMA 529 COLLEGE SAVINGS PLANS (H) OK 529 College Savings Plan 21. (H) Global Equity Index Option — Int/Div — Closed US Equity Index Option — Int/Div — Open Aggressive Managed Alloc Ages 15-17 — Int/Div — Closed Aggressive Managed Alloc Age 18+ — Int/Div — Open Moderate Managed Alloc Ages 15-17 — Int/Div — Open Moderate Managed Alloc Ages 15-17 — Closed Moderate Managed Alloc Age 18+ — Int/Div — Open OK 529 Collge Savings Plan #2. (H) Aggressive Managed Allocation Age 18 — Int/Div — Sold (part) Aggressive Managed Allocation Age 18 — Sold (part) US Equity Index Option — Int/Div — Open US Equity Index Option — Sold (part) OK 529 College Savings Plan 23, (H) Aggressive Managed Allocation Age 18+ — Int/Div — Sold (part) Aggressive Managed Allocation Age 18+ — Closed US Equity Index Option — Int/Div — Open US Equity Index Option — Distnbuted Conservative Managed Alloc Age 18+ — Int/Div — Open Conservative Managed Alloc Age 18+ — Sold (part) Conservative Managed Alloc Age 18+ — Sold (part) Conservative Managed Alloc Age 18+ — Sold (part) Liability — First Mortgage Company — Mortgage - Rental Property #1 (Part VII, Line 1) Liability — Sun Trust Mortgage Inc — Mortgage - Rental Property #2 (Part VIL, Line 2) Spouse's income — 2015 — McAfee & Taft - Salary Spouse's income — 2015 — Legacy Financial Services Group - Parmership Income Parcels are owned thrugh a family revocable trust. Assessed value of Parcel |, Part VII, Line 48 is $4,000, Assessed value of Parcel 2, Part VII, Line 49 is $12,360. Assessed value of Parcel 3, Part VII, Line 50 is $2,000. Assessed value of Parcel 4, Part VII, Line 51 is $12,500. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17757. Public record. Not legal advice.