# John Watson Lungstrum

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18397

## Record

- **Judge:** John Watson Lungstrum
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 21

## Text

Morgan Stanley Bank (Money Mkt) — Int/Div — Wids
Tucson AZ Wir Dist. (Bond) — Interest — Sold
College Station TX School District (Bond) — Interest
Johnson Cty, KS Water Dist (Bond) — Interest
Eaton Vance Tax MGD Growth Fund (Mutual Fund) — Int/Div
EV Floating Rate A (Mutual Fund) — Interest
Glassboro NJ (Bond) — Interest — Sold
Clearbridge Energy (Mutual Fund) — Int/Div
EV Kansas Municipals (Mutual fund) — Interest
Blackrock Res & Comm Strat TR (Mutual Fund) — Int/Div
Gabelli Div & Incm TR (Mutual Fund) — Int/Div
Tortoise MLP Fund Inc. (Mutual Fund) — Int/Div
Gamesville FLA Utilities SYS (Bond) — Interest
Louisiana St Energy & PWR Auth (Bond) — Interest
IRA — Interest
3M Company (stock) — Buy
Abbott Laboratories (stock) — Buy
Abbvie Inc Com (stock) — Buy
Ace Ltd (stock) — Buy
Ace Ltd (stock) — Sold (part)
Ace Ltd (stock) — Sold (part)
Ace Ltd (stock) — Sold (part)
ADT Corporation Com (stock) — Buy
Allergan PLC SHS (stock) — Buy
Allergan PLC SHS (stock) — Buy (add'l)
AMC Networks Inc CL A (stock) — Buy
AMC Networks Inc CL A (stock) — Buy (add'l)
American Express Co (stock) — Buy
American Express Co (stock) — Sold
Amer Intl GP Inc New (stock) — Buy
Anadarko Pete (stock) — Buy
Anadarko Pete (stock) — Buy (add'l)
Anadarko Pete (stock) — Buy (add'l)
Anthem Inc Com (stock) — Buy
AQR Managed Futures (Mutual Fund)
Artisan Midcap Value (Mutual Fund) — Sold
Artisan Midcap Value (Mutual Fund) — Buy
Aston/Montag & Caldwell GRW N (Mutual Fund) — Sold
Autodesk Inc. Delaware (stock) — Buy
BHP Billiton Ld (stock) — Buy
BHP Billiton Ld (stock) — Buy (add'l)
Biogen Inc Com (stock) — Buy
Biogen Inc Com (stock) — Buy (add'l)
Biogen Inc Com (stock) — Buy (add'l)
Blackrock Equity Div {Mutual Fund) — Sold
Blackrock Stratege Inc. OPP (Mutual Fund) — Buy
Bristol Myers Squibb Co (stock) — Buy
Bristol Myers Squibb Co (stock) — Sold (part)
Bristol Myers Squibb Co (stock) — Sold (part)
S10. — Sold (part)
Broadcom Corp CL A (stock) — Buy
Cablevision Systems Corp (stock) — Buy
Cablevision Systems Corp (stock) — Sold
Causeway Intl Value (Mutual Fund) — Buy
Causeway Intl Value (Mutual Fund) — Buy (add'l)
Chevron Corp (stock) — Buy
Chevron Corp (stock) — Buy (add'l)
Chevron Corp (stock) — Buy (add'l)
Citigroup Inc New (stock) — Buy
Citrix Systems Inc (stock) — Buy
CME Group Inc (stock) — Buy
CMS Energy CP (stock) — Buy
Coca Cola Co (stock) — Buy
Comcast Corp CL A Special New (stock) — Buy
ConocoPhillips (stock) — Buy
Cree Research Ine (stock) — Buy
Diageo PLC Spon ADR New (stock) — Buy
Discovery Communications Ser A (stock) — Buy
Discovery Communications Ser A (stock) — Buy (add'l)
Discovery Communications Ser A (stock) — Buy (add'l)
Dolby Cla A Com Stk (stock) — Buy
Dollar Gen Corp New Com (stock) — Buy
Dollar Gen Corp New Com (stock) — Buy (add'l)
Dollar Gen Corp New Com (stock) — Buy (add'l)
Domimon Res Inc (New) (stock) — Buy
Dow Chemical Co (stock) — Buy
Dow Chemical Co (stock) — Buy (add'l)
Du Pout El De Nemours & Co (stock) — Buy
FOG Resources (stock) — Sold
Eversource Energy Com (stock) — Buy
Eversource Energy Com (stock) — Sold
Exelon Corp (stock) — Buy
Exxon Mobile Corp (stock) — Buy
Exxon Mobile Corp (stock) — Buy (add'l)
Fidelity ADV FLTG RT (Mutual Fund) — Sold (part)
Fluor Corp New (stock) — Buy
Freeport-McMoran Inc. (stock) — Buy
Freeport-McMoran Inc. (stock) — Buy (add'l)
Freeport-McMoran Inc. (stock) — Buy (add'l)
Gabelli Div & Incm (Mutual Fund)
Gabelli GLB SML & MD CP (Mutual Fund)
Gabelli Gold (Mutual Fund) — Sold
Gabelli Gold {Mutual Fund) — Buy
GAP Inc (stock) — Buy
GAP Inc (stock) — Buy (add'l)
General Electric Co (stock) — Buy
General Electric Co (stock) — Buy (add'l)
Goldman Sachs Grp Inc (stock) — Buy
Healthcare Sel (Mutual Fund) — Buy
Henderson Global Inc. (Mutual Fund)
Henderson Int'l Opportunities (Mutual Fund) — Sold
Henderson Intl Opport {Mutual Fund) — Buy
Home Depot, Inc. (stock) — Buy
Home Depot, Inc. (stock) — Sold (part)
Home Depot, Inc. (stock) — Sold (part)
Honeywell International Inc (stock) — Buy
Immunogen Inc. (stock) — Buy
Immunogen Inc. (stock) — Buy (add'l)
Intel Corp (stock) — Buy
Intemational Paper Co (stock) — Buy
Invesco Small Cap Value Y (Mutual Fund) — Buy
Invesco Small Cap Value Y (Mutual Fund) — Buy
Invesco Small Cap Y (Mutual Fund) — Sold
IShares Gold Trust (Mutual Fund) — Sold
IShares IBOXX Invest (Mutual Fund) — Sold
IShares Russell 200 GRWTH ETF (Mutual Fund) — Buy
IShares Russell 200 GRWTH ETF (Mutual Fund) — Buy (add'l)
IShares S&P S00 Growth (Mutual Fund)
IShares S&P S00 Val (Mutual Fund)
IShares S&P Mid-Cap 400 G ETF (Mutual Fund) — Buy
IShares S&P Mid-Cap 400 G ETF (Mutual Fund) — Buy (add'l)
IShares S&P Mid Cap 400G (Mutual Fund) — Sold (part)
IShares S&P Mid Cap 400 V (Mutual Fund) — Sold (part)
Shares Tips Bond (Mutual Fund) — Sold
IShares MSCI Japan (Mutual Fund) — Buy
ISIS Pharm Inc (stock) — Buy
Intl Business Machines Corp (stock) — Buy
Intl Business Machines Corp (stock) — Sold
Johnson & Johnson (stock) — Buy
JP Morgan Chase & Co (bond) — Sold
JP Morgan Chase & Co (stock) — Buy
Kroger Co (stock) — Buy
L-3 Communications Holdings Inc. (stock) — Buy
Liberty Broadband Corp S-A (stock) — Buy
Liberty Broadband Corp S-C (stock) — Buy
Liberty Interactive Corp QVC A (stock) — Buy
Liberty Interactive Corp QVC A (stock) — Buy (add'l)
Liberty Inter Co Venture Ser A (stock) — Buy
Liberty Media Corp Ser A (stock) — Buy
Liberty Media Corp Ser C (stock) — Buy
Lockheed Martin Corp (stock) — Buy
Lockheed Martin Corp (stock) — Sold
MSDW Lig. Asset (Money market fund)
MSIF US Real Estate (Mutual Fund) — Sold
Marathon Oil Co (stock) — Buy
Marathon Petroleum Corp (stock) — Buy
Marathon Petroleum Corp (stock) — Sold
Mc Donalds Corp (stock) — Buy
Merck & Co Inc New Com (stock) — Buy
Medtrome PLC SHS (stock) — Buy
Metlife Incorporated (stock) — Buy
Microsoft Corp (stock) — Buy
Mondelez Intl Inc Com (stock) — Buy
Mondelez Intl Inc Com (stock) — Sold
Morgan Stanley (stock) — Buy
Motorola Solutions Inc (stock) — Buy
National Oilwell Varco Inc (stock) — Buy
National Oilwell Varco Inc (stock) — Buy (add'l)
Nextera Energy Inc Com (stock) — Buy
Northrop Grumman CP (Hldg Co) (stock) — Buy
Now Inc (stock) — Buy
Now Inc (stock) — Buy (add'l)
Nuance Communications Inc (stock) — Buy
Nucor Corporation (stock) — Buy
Nucor Corporation (stock) — Buy (add'l)
Occidential Petroleum Corp De (stock) — Buy
Occidential Petroleum Corp De (stock) — Buy (add'l)
Occidential Petroleum Corp De (stock) — Buy (add'l)
Occidential Petroleum Corp De (stock) — Buy (add'l)
Oracle Corp (stock) — Buy
Oracle Corp (stock) — Buy (add'l)
Pentair PLC (stock) — Buy
Pentair PLC (stock) — Buy (add'l)
Pfizer Inc (stock) — Buy
Pfizer Inc (stock) — Buy (add'l)
Pfizer Inc (stock) — Buy (add'l)
Pfizer Inc (stock) — Buy (add'l)
Philip Morris Intl Inc (stock) — Buy
Powershares DB Comm (Mutual Fund) — Sold
Praxair Inc (stock) — Buy
Praxair Inc (stock) — Sold (part)
Praxair Inc (stock) — Sold (part)
Procter & Gamble (stock) — Buy
Prudential Financial Inc (stock) — Buy
Prudential Financial Inc (stock) — Buy (add'l)
Prudential Jennison Nat. Res. (Mutual Fund) — Sold
Prudential Jennison Natl Res Z (Mutual Fund) — Buy
Prudential Jennison Natl Res Z (Mutual Fund) — Buy (add'l)
Public Service Enterprise GP (stock) — Buy
Public Service Enterprise GP (stock) — Buy (add'l)
Qualcomm Inc. (stock) — Buy
Quest Diagnostics Inc (stock) — Buy
Quest Diagnostics Inc (stock) — Buy (add'l)
Raytheon Co (stock) — Buy
Raytheon Co (stock) — Sold (part)
Raytheon Co (stock) — Sold (part)
Raytheon Co (stock) — Sold (part)
Revnolds American Inc (stock) — Buy
Rovee Premier Inv. (Mutual Fund)
Royee Value Plus (Mutual Fund) — Sold
Salient MLP & Energy (Mutual Fund)
Sandisk Corp (stock) — Buy
Sandisk Corp (stock) — Buy (add'l)
Schlumberger LTD (stock) — Buy
Seagate Technology PLC (stock) — Buy
Seagate Technology PLC (stock) — Buy (add'l)
Seagate Technology PLC (stock) — Buy (add'l)
Sempra Energy (stock) — Buy
Sempra Energy (stock) — Sold (part)
Sempra Energy (stock) — Sold (part)
SPDR Barcap Shrt term (Mutual Fund)
SPDR Wilshire Intl Real Est (Mutual Fund) — Buy
SPDR Wilshire Intl Real Est (Mutual Fund) — Sold
Starz Senes A(stock) — Buy
Starz Senes A(stock) — Buy (add'l)
Suntrust Bks (stock) — Buy
TE Connectivity LTD New (stock) — Buy
Tekla (f'k/a H&Q) Healthcare Fd (Mutual Fund)
Tekla Healthcare Invs (Mutual Fund) — Sold
Templeton Global {Mutual Fund) — Sold
Texton Westwood (Mutual Fund) — Sold
Thomburg DevWorld (Mutual Fund) — Sold
Third Avenue Real Est Val Inst (Mutual Fund) — Buy
Total S A Spon Adr (stock) — Buy
Travelers Companies Ine Com (stock) — Buy
Travelers Companies Ine Com (stock) — Sold (part)
Travelers Companies Ine Com (stock) — Sold (part)
Twitter Inc (stock) — Buy
Twitter Inc (stock) — Buy (add'l)
Twitter Inc (stock) — Buy (add'l)
Tyco Intl PLC SHS (stock) — Buy
Tyco Intl PLC SHS (stock) — Buy (add'l)
Tyco Intl PLC SHS (stock) — Buy (add'l)
Tyco Intl PLC SHS (stock) — Buy (add'l)
Tyco Intl PLC SHS (stock) — Buy (add'l)
U S Bancorp Com New (stock) — Buy
Unilever NV NY SH New (stock) — Buy
Union Pacific Corp (stock) — Buy
Unitedhealth GP Inc (stock) — Buy
Unitedhealth GP Inc (stock) — Buy (add'l)
United Parcel Ser Inc CL-B (stock) — Buy
United Technologies Corp (stock) — Buy
United Technologies Corp (stock) — Sold (part)
United Technologies Corp (stock) — Sold (part)
United Technologies Corp (stock) — Sold (part)
Van KMPN Dynamic CR OPP Fund (Mutual Fund) — Sold
Vanguard Info Tech (Mutual Fund) — Buy
Vanguard Reit (Mutual Fund)
Vanguard REIT E11 (Mutual Fund) — Buy
Vanguard Total Bond Mkt (Mutual Fund) — Sold (part)
Vanguard S# T™ Bd Indy (Mutual Fund) — Buy
Vanguard S# T™ Bd Indy (Mutual Fund) — Buy
Verizon Communications (stock) — Buy
Vertex Pharmaceuticals (stock) — Buy
Vertex Pharmaceuticals (stock) — Buy (add'l)
Virtus Insight Emerg Mkts (Mutual Fund) — Buy
Virtus Insight Emerg Mkts (Mutual Fund) — Buy (add'l)
Virtus Insight Emerg Mkts (Mutual Fund) — Buy (add'l)
Well Fargo & Co New (stock) — Buy
Wells Fargo Adv Disc (Mutual Fund) — Sold
Western Digital Corporation (stock) — Buy
Western Digital Corporation (stock) — Buy (add'l)
Western Digital Corporation (stock) — Buy (add'l)
Western Digital Corporation (stock) — Buy (add'l)
Western Digital Corporation (stock) — Buy (add'l)
Weatherford Intl Lid (stock) — Buy
Weatherford Intl Lid (stock) — Buy (add'l)
Weverhaeuser Co (stock) — Buy
Wisdomtree Japan (Mutual Fund) — Sold
Wisdomtree Europe (Mutual Fund)
Reimbursement — ABA Class Action Institute — 100212015 10/23.2015 — New Orleans, LA — Legal Education — Travel Expenses
Part VII:

1 have treated reinvestment programs as exempt because they merely represent i change in the form of the asset.

With regard to Line 1, | have not provided dates and value codes because the transactions are numerous, usually small and are the equivalent of bank deposits and

withdrawals. Morgan Stanley Bank was formerly known as Morgan Stanley Liquid Asset Fund.

On lines 8, 10, 11 and 12, T have corrected the description to show that the assets are mutual funds and not stocks as previously reported.

With regard to the IRA (line 15), | have only shown mterest in Column B(2) because the computer program would permit listing only one type. However,

dividends and capital gains were also realized by the IRA.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18397. Public record. Not legal advice.