# Roy Bale Dalton jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18033

## Record

- **Judge:** Roy Bale Dalton jr
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 11

## Text

Rugby Property, LLC: (Passive Investment as General Partner)
Seaside Bank Account — None
Rental Property 23 (Pensacola, FL) — Rent
Rental Property. Orlando, FL — Reat
Government Personnel Mutual Whole Life — Interest
Seaside Bank Accounts — Interest
John Hancock Guaranteed Universal Life Policy — None
Limited Partnership Interest in ITB Premium Fund IL LTD (IRA #2) — None — Distributed
Working Interest - Baker, Fisher County. ™ — Rovalty
Working Interest - Baldwin, Clay County, TX — Rovalty
Working Interest - Cato #11, Hardeman County, TX — Rovalty
Working Interest - Gibson 1, Cottle County, TX — Rovalty
Working Interest - Hamilton #2, Palo Pinto County, TX — Rovalty
Working Interest, Lytle Unit, Hardeman County, TX — Rovalty
Working Interest, Mayfield - Clay County, TX — Rovalty
Working Interest - McLellan-Swofford, Hardeman County, TX — Rovalty
Working Interest - McNeese West, Hardeman County, TX — Rovalty
Working Interest - Minshew Unit, Hardeman County, TX — Rovalty
Working Interest - Smith Eagle Creek #1 Nolan County, TX — None
Working Interest - Smith Eagle Creek #2, Nolan County, TX — None
Workmg Interest - Southern Cotton, Hardeman County, TX — Rovalty
Working Interest - Stell #2, Clay County, T™ — Rovalty
Working Interest - Word #5, Hardeman County, TX — Rovalty
Working Interest - Word #A-2, Hardeman County, TX — Rovalty
Working Interest - Young, Hardeman County, TX — Rovalty
Working Interest - Word #4, Hardeman County, TX — None
Working Interest - Johnson #1, King County, TX — Rovalty
Working Interest - Word #6, Hardeman County, TX — Rovalty
Working Interest - Southern Cotton A-1 Hardeman County, TX — Rovalty
Working Interest - House, Juck County, TX — Rovalty — Buy — Corporation
Three Shores Bancorporation, Common Stock — None
GK Aviation, LLC (Passive Investment as a Limited Partner) — None
GK Aviation, Inc. (Passive Investment as a Limited Shareholder) — istnbution
Brokerage Account #1
Seaside Bank Account Sweep Fund — None
Three Shores Bancorporation — None
Brokerage Account #2
Seaside Bank Account Sweep Fund — Interest
Carrizo Springs TX Cons Dept — Interest
Eagle Mtn & Saginaw Tex Indpt Ultd Tax Ref Bds — Interest
Florida St Brd Ed Cap Outlay Cap Outlay Bds — Interest
Franklin Ind Cnty Multi Sch B First Municipal Bond — Interest
Mame Mun Bd Bk Senal Bond — Interest
New Jersey St CTFS Partn Equip Lease Municipal Bond — Interest
Old Saybrook Conn GO Bds — Interest
Seattle Wash RFDG Municipal Bond — Interest — Sold
Wheelerville NY Un Free Sch D GO Sch Dist Bds — Interest
Cohen & Steers Preferred Securities — Int/Div — Sold
Lord Abbett Investment Trust — Int/Div — Sold (part)
S10. — Sold (part)
S10. — Buy (add'l)
Metropolitan West Total Return Fund — Int/Div — Sold (part)
Metropolitan West Total Return Fund — Sold (part)
Metropolitan West Total Return Fund — Buy (add'l)
T Rowe Price Institutional Floating Rate Fund #170 Mutual Fund — Int/Div — Sold (part)
T Rowe Price Institutional Floating Rate Fund #170 Mutual Fund — Buy (add'l)
T Rowe Price Institutional Floating Rate Fund #170 Mutual Fund — Buy (add'l)
T Rowe Price Institutional Floating Rate Fund #170 Mutual Fund — Sold (part)
Federated Strategic Value Dividend Fund IS #662 Mutual Fund — Int/Div — Sold (part)
Federated Strategic Value Dividend Fund IS #662 Mutual Fund — Sold (part)
Federated Strategic Value Dividend Fund IS #662 Mutual Fund — Sold (part)
Vanguard Total Stock Market Index Fund ADM #585 Mutual Fund — Int/Div — Sold (part)
Vanguard Total Stock Market Index Fund ADM #585 Mutual Fund — Sold (part)
Vanguard Total Stock Market Index Fund ADM #585 Mutual Fund — Sold (part)
Vanguard High Yield Corp Fd ADM £529 — Int/Div — Buy (add'l)
Vanguard High Yield Corp Fd ADM £529 — Buy (add'l)
Vanguard High Yield Corp Fd ADM £529 — Sold (part)
Catalyst Hedged Futures Strategy Fund Class #217 — None — Sold
Delaware Value Fund Class 2459 — Int/Div — Sold (part)
Delaware Value Fund Class 2459 — Sold
Threeshores Bancorporation Common Stock — None
VanGuard Short Term Investment Grade Fund - ADM #539 — Int/Div — Buy (add'l)
VanGuard Intermediate-Term Investment Grade Fund ADM #571 — Int/Div — Sold
VanGuard termediate Term Treasury Fund ADM #535 — Int/Div — Sold
VanGuard Short Term Federal Fund ADM 4549 — Int/Div — Sold
Mainstay Epoch Global Equity Yield Fund Class 1 #1212 — Int/Div — Buy (add'l)
Mainstay Epoch Global Equity Yield Fund Class 1 #1212 — Buy (add'l)
Mainstay Epoch Global Equity Yield Fund Class 1 #1212 — Sold (part)
Mainstay Epoch Global Equity Yield Fund Class 1 #1212 — Sold (part)
Pioneer Fundamental Growth Fund Class Y #740 — None — Sold
Doubleline Total Return Bond Fund C11 #2040 — None — Sold
Fargo N D Ref Impt Bonds 2012 — Interest
Berks County PA Go Bonds 2015 — Interest
Wilkes County NC Ltd Oblig Ref Bonds 2018 — Interest
Bellingham Washington Go Bonds — Interest
Daytona Beach FL Go Ref Bonds 2012 — None — Buy
Tulsa OK Go Bonds 2011 — Interest — Buy
Vivaldi Merger Arbitrage — Int/Div — Buy
Clearbridge Large Cap Growth Fund — Int/Div — Buy
Clearbridge Large Cap Growth Fund — Sold (part)
Clearbridge Large Cap Growth Fund — Sold (part)
Clearbridge Large Cap Growth Fund — Sold (part)
Clearbridge Large Cap Growth Fund — Sold (part)
Columbia Dividend Income Fund C1Y — Int/Div — Buy
Columbia Dividend Income Fund C1Y — Sold (part)
Columbia Dividend Income Fund C1Y — Sold (part)
Columbia Dividend Income Fund C1Y — Sold (part)
Delaware Value Fund C11 — Int/Div — Buy
Delaware Value Fund C11 — Sold
FMI International Fund Investor Class — None — Buy
FMI International Fund Investor Class — Sold
Cohen & Steers Low Duration Preferred and Income Fund — Int/Div — Buy
Parmer, Rugby Property, LLC
Reimbursement — Sriram Se dda Sano onl California Gould School of Law — 031222017 — St, Tr, Thu — HG EI Re SE STE Intellectual Property Law & Practice. — baa Oe nip th det a ele, A Vigil 5 and meals.
Spouse's income — 2017 — Rugby Property, LLC - Management Fee
1) Part VII (Investments and Trusts): The royalty mcome disclosed in Column B for each working interest is gross mcome from the specific oil well.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18033. Public record. Not legal advice.
