# Claire Eagan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17767

## Record

- **Judge:** Claire Eagan
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 8

## Text

Property #1 - Tulsa, OK — None
Trust #1 (See Note 21 in Part VII) — None
Trust £2 (See Note 22 in Part VII) — None
Schwab #1 « IRA
Schwab Money Market Fund — Int/Div
Russell Emerging Markets Fund — Int/Div
Russell Global Equity Fund — Int/Div
Jensen Quality Growth — Int/Div
Loomis Sayles Global Markets — Int/Div
Nuance Concentrated Value — Int/Div
Artisan Int'l Small Cap — Int/Div
Dodge & Cox Int'l — Int/Div
Stone Ridge Remsurance (Zero ending balance-See Note #4 in VII) — Int/Div — Sold
Metropolitian West Total Ret Bond — Int/Div
Schwab Strategic TR US (Now known as "Schwab US Large Cap”) — Int/Div
Artisan Intl Fund Ady — Int/Div
William Blair Macro (Zero ending balance) — None — Sold
Ishares Rullell Midcap — Int/Div
Stoneridge Reinsurance Risk (See Note #4 in Part VII) (#13 above) — Int/Div — Buy
Undiscovered Mgrs Behavorial Value — Int/Div
Versus Cap Multi Mgr RE Income — Int/Div
OakMark Fund Inv — Int/Div — Buy
Lazard Global Listed — Int/Div — Buy
Schwab #3 - IRA
Schwab Money Market Fund — None
Russell Emerging Markets — Int/Div — Sold (part)
Lazard Global Listed (See Note #5 in Part vin — Int/Div — Buy
Schwab #4 - CVE Trust Account {See Note #2 in Part VID
Schwab Money Market Fund — Int/Div
Maingate MLP FD CI — Int/Div
Thornburg Invt Income Builder (Zero ending balance) — Int/Div — Sold
Lazard Global Listed (Zero ending balance) — Int/Div — Sold (part)
Lazard Global Listed (Zero ending balance) — Sold (part)
Lazard Global Listed (Zero ending balance) — Sold
Trustee, Trust #1 See #2 in Part VII and Note #1 mn Part VIII
Trustee, Trust #2 See 43 in Part VII and Note 42 in Part VII
Trustee, Sumt Francs of Assisi Tuition Assistance Trust (non-profit educational assistance organization)
Trustee, Samt Clare of Assisi Disadvantaged Schools Trust (non-profit educational assistance organization)
Member, University of Tulsa College of Law Dean's Advisory Board (private educational institution)
Member, Junior League of Tulsa, Inc. Community Advisory Board (non-profit volunteer organization)
NOTE -

New funds added to an investment account are listed under that investment account header/line item.

# | == Trust # | - (Part VII, line 2) - The Trust is the named beneficiary of a life insurance policy issued by Northwestern Mutual Life on the life of an individual

who 1s still living. There are no other Trust assets.

#2 «oe Trust # 2 - (Part VII, line 3) - The Trust was created in 2000 to receive, hold and distribute certain assets. Since January 19, 2016, it has held the assets of

Schwab Account #4 (Part VII, lines 28-34).

#3 — Trust # 3 - (Part |, line 8) - This was an unfunded trust, which was revoked in February 2018 (after this reporting period).

#4 — The Stone Ridge High Yield Risk (symbol SHRIX) merged with Stone Ridge Reinsurance Risk Premium (symbol SREIX) on December 6, 2016. The

shares were then sold on December 12, 2016 and reinvested in Stone Ridge Reinsurance Risk Preium Interval (symbol SRRIX) on December 12, 2016. Stone

Ridge High yield Remsurance Risk (SHRIX) should, therefore, have had a zero ending balance on December 31, 2016, but was inadvertently reported with an

ending balance.

#5 --- This investment fund was purchased on January 12, 2016, but was inadvertently not reported in 2016. There were no buy/sell transactions in 2017.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17767. Public record. Not legal advice.
