# Roy Bale Dalton jr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18148

## Record

- **Judge:** Roy Bale Dalton jr
- **Year:** 2018
- **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
Working Interest - Baker, Fisher County, TX — Rovalty
Working Interest - Baldwin, Clay County, TT — Rovalty
Working Interest - Cato #11, Hardeman County, TX — Rovalty
Working Interest - Gibson 1, Cottle County, TT — 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
Working Interest - Southem Cotton, Hardeman County, TX — Rovalty
Working Interest - Stell #2, Clay County, TY. — 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 - Southem Cotton A- Hardeman County, TX — Rovalty
Working Interest - House, Jack County, TX — Rovalty
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) — None
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 Ulid Tax Ref Bds — Interest
Florida St Brd Ed Cap Outlay Cap Outlay Bds — Interest
Franklin Ind Crnty Multi Sch B First Municipal Bond — Interest — Sold (part)
Franklin Ind Crnty Multi Sch B First Municipal Bond — Sold
Mame Mun Bd Bk Senal Bond — Interest
New Jersey St CTFS Partn Equip Lease Municipal Bond — Interest — Sold
Old Saybrook Conn GO Bds — Interest
Wheelerville NY Un Free Sch D GO Sch Dist Bds — Interest
Lord Abbett Investment Trust — Int/Div — Sold (part)
Lord Abbett Investment Trust — Sold (part)
Metropolitan West Total Return Fund — Int/Div — Sold (part)
T Rowe Price Institutional Floating Rate Fund #170 Mutual Fund — Int/Div — Sold (part)
T Rowe Price Institutional Floating Rate Fund #170 Mutual Fund — Sold (part)
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
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 — Buy (add'l)
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 Total Stock Market Index Fund ADM #585 Mutual Fund — 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 — Sold (part)
Vanguard High Yield Corp Fd ADM #529 — Sold (part)
Vanguard High Yield Corp Fd ADM #529 — Sold (part)
Vanguard High Yield Corp Fd ADM #529 — Sold
Threeshores Bancorporation Common Stock — None
VanGuard Short Term Investment Grade Fund - ADM #539 — Int/Div — Sold (part)
VanGuard Short Term Investment Grade Fund - ADM #539 — Sold (part)
VanGuard Short Term Investment Grade Fund - ADM #539 — Sold (part)
VanGuard Short Term Investment Grade Fund - ADM #539 — Sold
Mainstay Epoch Global Equity Yield Fund Class 1 #1212 — Int/Div — Sold
Fargo N D Ref Impt Bonds 2012 — Interest
Berks County PA Go Bonds 2015 — Interest
Wilkes County NC Ltd Oblig Ref Bonds Ms — Interest
Bellingham Washington Go Bonds — Interest
Daytona Beach FL Go Ref Bonds 2012 — Interest
Tulsa OK Go Bonds 2011 — Interest
Vivaldi Merger Arbitrage — Int/Div — Sold (part)
Clearbridge Large Cap Growth Fund — Int/Div — Sold (part)
Clearbridge Large Cap Growth Fund — Sold (part)
Columbia Dividend Income Fund C1'Y — Int/Div — Sold (part)
Columbia Dividend Income Fund C1'Y — Sold (part)
Columbia Dividend Income Fund C1'Y — Buy (add'l)
Columbia Dividend Income Fund C1'Y — Sold (part)
Columbia Dividend Income Fund C1'Y — Sold (part)
Cohen & Steers Low Duration Preferred and Income Fund — Int/Div — Sold (part)
Cohen & Steers Low Duration Preferred and Income Fund — Sold (part)
Hays Cnty Tex Ltd Tax Ref Bonds 2013 — Interest — Buy
Vanguard Equity Income Fund Investor Shares — Int/Div — Buy
Vanguard Equity Income Fund Investor Shares — Buy (add'l)
Vanguard Equity Income Fund Investor Shares — Sold (part)
Vanguard Equity Income Fund Investor Shares — Sold (part)
Vanguard Equity Income Fund Investor Shares — Sold (part)
Albuquerque N Mex Gen 3% Bond 2013 — Interest — Buy
Tampa Bay Wir Fla A Regl Wir Ref Bonds Ms — Interest — Buy
Osterweis Strategic Income Fund — Int/Div — Buy
Osterweis Strategic Income Fund — Sold
Pimco Short-Term Inst] Fund — Int/Div — Buy
Pimco Short-Term Inst] Fund — Sold
Washington Cnty Ore Sch 5% Bond 2014 — Interest — Buy
Vanguard Admiral Treasury Money Market Fund — Int/Div — Buy
Partner, Rugby Property, LLC
Spouse's income — 2018 — 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/18148. Public record. Not legal advice.
