# Jerry A. Funk > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/17935 ## Record - **Judge:** Jerry A. Funk - **Year:** 2017 - **Report type:** Annual - **Pages:** 13 ## Text Wachovia — Interest Windstream — Int/Div Am South Bank of FLA IRA — Interest AQR Managed Futures STR-1 — None — Sold (part) Artisan Intl FD # 662 — Int/Div ASG Global Alternatives-Y 21991 — None AT&T Inc — Int/Div — Buy (add'l) Atlanta. GA WTR & WSTEW IR X — Interest BlackRock GL L/S Credit-Ins #1833 — None — Sold Black Rock GL L/S Credit-k 21940 — Int/Div — Buy Berkshire Hathaway Inc. Class B — None Boston Partners Long/Short Research Fund — None Chevron Texaco Corp — Int/Div Coca Cola (common) — Int/Div Commumcanons Sales & Leasmg, Inc — Int/Div Credit Suisse Comm Ret Stl #2156 — None Dodge & Cox Int'l STK Fund # 1048 — Int/Div Dodge & Cox Int'l STK Fund # 145 — Int/Div — Buy Dodge & Cox Int'l STK Fund # 145 — istrnibution Downtown Savannah ATH GA X — Interest Dreyfus/Standish in T/E Bond #6933 — Int/Div Dreyfus/Standish in T/E Bond #6933 — Distribution Duke Energy Corp New — Int/Div Eaton Vance Global Macro-1 20088 — Int/Div Energy Sel Sect SPDR FD — Int/Div — Sold Evergreen Core Equity Com STK FD — Interest Evergreen Enhanced S&P 500 FD CL — Int/Div Evergreen Enhanced S&P FD CL — Interest Evergreen Equity TR SPL Values FD — Interest Evergreen FDS Emerging MKTS Growth — Interest Evergreen FDS FLA MUN BD PORT — Interest Evergreen Intemational Bond FD CL — Int/Div Evergreen Large Cap Eq Fund — Int/Div Evergreen Large Cap Equity FD Class — Interest Evergreen Select Equity — Interest Fidelity Advisors Emergmg Markets Income Fund — Int/Div — Buy (add'l) Fidelity Advisors Emerging Markets Income Fund — Iistnbution First TR Exchange Traded FD VI — Int/Div Fir Unit 726 DIV INC TR SER 3 — Int/Div General Electric Co — Int/Div Goldman Sachs L/C Value-1 21216 — Int/Div — Sold (part) Goldman Sachs L/C Value-1 21216 — Distribution Guggenheim S & P $00 EQU Weight — Int/Div — Buy (add'l) Guggenheim S & P 500 EQU Weight — Int/Div — Sold (part) Harbor Capital Apretion-Inst # 2012 — Int/Div Harbor Capital Apretion-Inst # 2012 — Distribution Hartford Midcap Fund-Y #229 — istmbution Hilliard Lyons Gov't Fund Inc — Interest Interlocal KY SCH DIST BD — Interest IShares Core Dividend Growth — Int/Div — Buy Shares Core MSCI Emerging — Int/Div — Buy (add'l) IShares Core MSCI Emerging — Int/Div — Sold (part) IShares Core U.S. Aggregate — Int/Div — Buy (add'l) Shares Core U.S. Aggregate — Int/Div — Sold ISHARES Russell Mid-Cap ETF — Int/Div ISHARES S&P Mid-Cap 400 G — Int/Div ISHARES S&P S00 GRW ETF — Int/Div ISHARES S & P SOO GRW FD — Int/Div ISHARES S&P VLU INDX 500 — Int/Div — Buy (add'l) ISHARES S & P M/C 400 GRW — Int/Div ISHARES S & P M/C VLU 400 — Int/Div — Buy (add'l) ISHARES S & P S/C 600 GRW — Int/Div ISHARES S & P S/AC 600 VLU — Int/Div ISHARES TR MSCI Emerging — Int/Div JP Morgan Chase & Co. — Int/Div — Buy JP Morgan Mid Cap Value-L 2758 — Int/Div JP Morgan Mid Cap Value-L 2758 — Distribution JP Morgan High Yield-1 #3580 — Int/Div — Buy Johnson & Johnson — Int/Div Lake Central Ind Multi-District RFDG BD — Interest Merger Fund Class Inst #301 — Int/Div MFS Value Fund Class #893 — Int/Div MFS Value Fund Class 2893 — Distribution Morgan Stanley Private Bank NA — Interest Neuberger Berman Long SH-INS #1830 — None Nuveen High Yield Muni BD-R #1668 — Int/Div Nuveen LTD Term Mum BD R 1671 — Int/Div — Buy (add'l) O'Shares FTSE U.S. Quality Div — Int/Div — Buy Oppenheimer Dev. Mkt-l 4 799 — Int/Div Philip Morris Intl Inc — Int/Div Phizer Inc — Int/Div Pimco Emerging Markets Bond FD — Int/Div Pimco Foreign BD FD USD #103 — Int/Div Pimco Foreign BD FD USS Hedged Inst CL — Interest Pimco Total Retum ETF — Int/Div — Buy (add'l) Pimco Total Retum Active Ex — Int/Div Procter & Gamble — Int/Div Putnam Int'l Equity Fund Class A — Int/Div Secured Market Deposit Account — Interest Smith Bamey Money Market — Interest Smith Barney Muni Funds FLA Portfolio Class A — Int/Div Southern Company — Int/Div SPDR DJ Wilshire Int'l Real — Int/Div SPDR Doubleline TR TACT ETF — Int/Div — Buy SPDR EM Mkts Dw ETF — Int/Div SPDR S&P Inter DVD ETF — Int/Div SPDR SSGA Multi-Asset Real RTN — Int/Div — Buy (add'l) The Financial Sel Sect SPDR FD — Int/Div T Rowe Price Inst Emerging Markets Equity Fund #146 — Int/Div TRowe Price Inst Float Rate 2170 — Int/Div T Rowe Price Real Estate FD — Int/Div T Rowe Price Real Estate FD 2122 — Int/Div — Sold T Rowe Price Real Estate FD 2432 — Int/Div — Buy Total S A Spon ADR — Int/Div Uniti Group Inc — Int/Div — Buy Vanguard Dividend Appreciation — None — Sold Vanguard FTSE Emerging Markets Ref 07705860) — Int/Div — Buy (add'l) Vanguard FTSE Emerging Markets Ref 07705R60 — Int/Div — Sold (part) Vanguard FTSE Developed Markets E — Int/Div — Buy (add'l) Vanguard FTSE Developed Markets E — Int/Div — Sold (part) Vanguard REIT ETF — Int/Div — Sold (part) Vanguard REIT ETF — Int/Div — Sold (part) Vanguard Tax Exempt MMKT — Int/Div Vanguard REIT Viper — Int/Div Verizon Communications — Int/Div Voya Intl RI Est. Fd CL-1 #2664 — Int/Div Virginia State HSG AUTH COMWLTH MTG SER — Interest Wash. St. Real Estate, Jax, FL current value ($242.48) — Rent Wells Fargo & Co. fka Wachovia Corp 2nd — Int/Div Wells Fargo Adv-Dis US CR-1S 24102 — Int/Div Wells Fargo Adv-Dis US CR-IS 24102 — Distribution Wells Fargo SM Cap Core-Inst #4709 — None Reimbursement — The Florida Bar — 12517-126/17 — Orlando, FL — Bankruptcy UCC Meeting — Transportation, Meals, Lodging Reimbursement — The Florida Bar — 06/21/17-6123/17 — Boca Raton, FL — Bankruptcy UCC Meeting — Transportation, Meals, Lodging Reimbursement — The Jacksonville Bankruptcy Bar — 8/24/17-8/25/17 — Jacksonville, FL — Bankruptcy Seminar — Meals, Lodging Reimbursement — The Florida Bar — 9Q0117-0003/17 — Palm Beach, FL — Bankruptcy UCC Meeting — Transportation, Meals, Lodging Reimbursement — National Conference of Bankruptcy Judges — 1007171011117 — Las Vegas, NV — Bankruptcy Judges Conference — Lodgmng Reimbursement — The Flonda Bar — 10117-11027 — Tampa, FL — Bankruptcy Seminar — Transportation, Meals, Lodging Lines 7 and 8 of my report list Blackrock. On August 17, 2017, Blackrock GL L/S Credit Ins #1833 was exchanged for Blackrock GL L/S Credit-K #1940. The investment listed on Line 13 of this report, Communications Sales & Leasing Inc, was a spinoff from Windstream, which is listed on Line 122 of my report. The spinoff occurred on April 24, 2015 with a value code of J. This investment should have been listed on my 2015 and 2016 reports with an income code of A, type dividend, value code J, and method T. On February 27, 2017, the investment was renamed Uniti Group Inc., which is listed on line 103 of this year’s report. The investment listed on line 54 of my 2016 report, ISHARES DW INS USRL EST was sold on December 22, 2008 for $7,302.93 at a loss, It should not have been included on any subsequent reports. The investment listed on line 100 of my report, T Rowe Price Real Estate FD #122, was exchanged for the investment listed on line 101, T Rowe Price Real Estate #432 on September 14, 2017. Line 113 of my report lists Verizon Communications, My previous reports going back to 2008 list Allell Corp, Verizon acquired Alltel Corp. in 2008. My reports beginning in 2008 and continuing to the present should have listed Verizon Communications instead of Alltel Corp. Although the name of the investment was incorrect, the income during reporting period, gross value at end of reporting period, and transactions during reporting period were correct on all of my reports. The investments listed on lines 115 and 116 of my 2016 report are the same investment, Vanguard REIT ETF, The investment is listed on Line 109 of this report. Tt is also listed on Line 110 simply to indicate that an additional sule of the same investment occurred. The investment listed on line 129 of my 2016 report, Wisdom Tree Emrg Mkt. was sold in total on October 23, 2015 with a value Code of K and at a loss of $6,800.39 and should not have been listed on my 2016 report. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17935. Public record. Not legal advice.