# Gerald L Rushfelt > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/18574 ## Record - **Judge:** Gerald L Rushfelt - **Year:** 2011 - **Report type:** Annual - **Pages:** 12 ## Text Royce Micro-Cap Royce Small-Ckap Fidelity VIP Eq-Inc Templeton For, Sec Life Ins. VA, Whole Life,.- Philadelphia, PA — Int/Div US. Savings Bonds — Interest FIDELITY MANAGEMENT TRUST CO. {IRA - Mutual Funds) - #1 — Int/Div Fidelity Capital & Income (FAGIX) — Sold (part) IRA - Sunlife Assurance Co — None Pimco Total Return Administrative Shs (PTRAX) — Sold (part) T Rowe Price High Yield Advisor Cl (PAHIX) Pimco Short Term Administrative Shs (PSFAX) — Buy Fidelity Total Bond (FTBFX) — Sold (part) Fidelity Total Bond (FTBFX) — Sold (part) Strategic Advisers Small-M Cap Fd f/ka Fidelity (FSCFX) — Sold (part) Fidelity High Income (SPHIX) — Sold (part) Metropolitan West Low Duration M IMWLDX) Strategic Adv Intl Fund f/k/a Fidelity PAS Intl FAFILFX) — Buy Strategic Adv Intl Fund f/k/a Fidelity PAS Intl FAFILFX) — Sold (part) Credit Suisse Commd Retr Strigy Com Shr (CRSOX) Strategic Advisers US Oppty Fund {/k/a Fidelity US(FUSOX) Fidelity Select Gold (FSAGX) Templeton Global Bond Class A (TPINX) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Core Fund (FCSAX) — Buy (add'l) Strategic Advisers Core Fund (FCSAX) — Sold (part) Strategic Advisers Core Fund (FCSAX) — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Buy Strategic Advisers Growth Fund (FSGFX) — Sold (part) Strategic Advisers Emerging Markets (FSAMX) Strategic Advisers Core Income Fund (FPCIX) — Buy Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Sold (part) Strategic Advisers Income Opportunities (FP1ox) — Buy FIMM MMKT Inst. CHIFNSXX) — Buy FIMM MMKT Inst. CHIFNSXX) — Buy (add'l) Merger Fund (MERFX) MERRILL LYNCH IRA ACCOUNT — Int/Div Beyond Banking - Money Account (Y) ML Bank USA RASP - Cash Account (Y) American Income Fund of America CI ( {IFAFX) First Eagle Global Class C (FESGX) Ivy Asset Strategy Fund C1 C (WASCX) Pioneer Strategic Income Fund C1 C Shares (PSRCX) BROKERAGE #1 - Merrill Lynch Account WYANDOTTE CO/KANSAS CITY KS SPL OBLG Bonds — Interest — Sold (part) Franklin Income Fund C1 C (FCISX) — Int/Div Black Rock Global Allocation Fund Inc (MCLOX) — Int/Div Wells Fargo Advantage f/k/a Evergreen Precious M(EKWCX) — Int/Div Ivy Asset Strategy Fund C1 C (WASCX) — Int/Div Nuveen High Yield Muni Bond Fund C1¢ (NHMCX) — Int/Div American Capital Income Builder C1 C (CIBCX) — Int/Div Blackrock National Muni Bond Fund CIC (MFNLX) — Int/Div First Eagle Global Cl C (FESGX) — Int/Div Franklin US Govt Securities Fund C1C (FRUGX) — Int/Div UMB Bank, na, Overland Park, KS accounts — Interest American Century IRA — Int/Div One Choice Portfolio: Moderate (AOMIX) Trust # (Income Beneficiary) 160 Acres of farm land in Grant County, KS — Reat BP Am. Prod'n. Co. gas lease, Grant County, KS (Royalty) — Rovalty Pioneer Natural Resources, gas lease, Grant County, KS — Rovalty First National Bank. Overland Park, KS — Interest Variable Anmuity-Ohio National Life Insurance Co. — None Equity (Legg Mason) High Inc. Bond (Fed.) Jennison 20020 Focus Fund Fidelity VIP MidCap Fund Fidelity VIP Contrafund Mutual Shares Securities Fund PIMCO Total Return Bond Port Templeton Growth Sec. Fd C1 2 Franklin Income Sec Class 2 SC Goldman Sh Duration Morgan Stanley Smith Bamey Brokerage Account (X) American Century Growth Fund — Int/Div Amercan Century Income & Growth Fund — Int/Div Amenican Century Equity Growth Fund — Int/Div IRA - American Century Growth Fund — None — Sold IRA - Amencan Century Ultra Fund — None — Sold IRA - American Century Vista Stock Fund — None — Sold IRA - American Century Value Stock Fund — None — Sold IRA - American Century Global Growth Stock Fuind — None — Sold IRA - American Century Income & Growth Stock Fund — None — Sold IRA - Morgan Stanley & Co — Int/Div MS Liquid Asset Fund (Y) Amencan Balanced C Fund (BALCX) Metcalf Bank f/k/a Ist Nat'l Bank of Olathe, KS - Accounts — Interest IRA - Wachovia Centennial Money Market Account — None — Closed GPH Family Tree LLC loan - note receivable — None GPH Family Tree LLC - Part Ownership — Distribution Morgan Stanley & Co. Mutual Funds Account American Balanced C (BALCX) Morgan Stanley Bank, f/k/a MS Liquid Asset - Acct Metcalf Bank {/k/a 1st National Bank of Olathe-Acct, Ist Nat'l. Bank of Omaha, {/k/a 1st N.B Overland Park KS — Interest Chase Home Finance LLC - Mortgagee — None Quest Securities Litigation - Class Beneficiary — None — Distributed Morgan Stanley Smith Bamey Variable Rate Annuity — None — Buy AWR Gib] Risk Balanced ALLNCBRNSTNGLBDYNALL Metlife Balanced Plus Black Rek GIbl TCTSTRT Director, Camp Quality USA, Inc Co-Trustee, Trust #1 Gift — Membership Dues — Amencan Bar Associaton — $150.00 Gift — Reduced Membership Dues — Intemational Society of Barnisters — $475.00 Gift — Membership Dues — American Board of Tnal Advocates — $500.00 Gift — Membership Dues — American College of Trial Lawyers — $700.00 Liability — P. Morgan Chase & Co, — Credit Card Liability — LP, Morgan Chase Bank, N.A — Mortgage on residence JE 1 Portland, OR Liability — LE. John Rumpakis — Lease on commercial real estate in Portland, OR Reimbursement — Camp Quality USA, Inc — Oct. 15-16, 2011 — St. Joseph, MO. — Board of Directors Meet. — Meals and Room Part VII: Line 7. On the report for year 2010 the transuction for Hartford Capital Appreciation Cl A Conf (ITHAX) was mistakenly reported as Sold in part. It should have been reported as Sold. Part VII: Line 78. On the report for year 2010 American Century Growth Fund was mistakenly reported as Sold. Its value code for Dec, 31, 2010, was J and its value method code T, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18574. Public record. Not legal advice.