# David Whalin

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18706

## Record

- **Judge:** David Whalin
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 9

## Text

Jefferson County Federal Credit Union — Interest
Exxon Mobil — Int/Div
ILAF (money market) — Interest
Calamos CGRIX — None — Sold
Harbor Bond Fund — None — Buy (add'l)
Harbor Bond Fund — Sold (part)
Harbor Bond Fund — Sold (part)
Harbor Int] Inst] Fund — None — Buy (add'l)
Harbor Int] Inst] Fund — Sold (part)
Harbor Int] Inst] Fund — Buy (add'l)
Harbor Int] Inst] Fund — Buy (add'l)
Davis NY Venture Fund — None — Sold
Pimxo Total Retum — None — Buy (add'l)
Pimxo Total Retum — Sold
Royce Premier Fund — None — Sold (part)
Royce Premier Fund — Sold (part)
Royce Premier Fund — Sold (part)
Royce Premier Fund — Buy (add'l)
Royce Premier Fund — Buy (add'l)
Yacktman Focused Fund — None — Sold (part)
Yacktman Focused Fund — Sold (part)
Yacktman Focused Fund — Sold (part)
Alliancebemnstein Global — None — Buy
Alliancebemnstein Global — Buy (add'l)
Prudential Invst Port. Jennison — None — Buy
Prudential Invst Port. Jennison — Buy (add'l)
Prudential Invst Port. Jennison — Buy (add'l)
Prudential Invst Port. Jennison — Sold (part)
Wells Fargo Advantage Growth — None — Buy
Wells Fargo Advantage Growth — Buy (add'l)
ILAF (money fund) — Int/Div
Duke Energy — Int — Sold
LP. Morgan Chase — Int/Div — Sold
Proctor and Gamble — Int/Div
Target — Int/Div — Sold
Walgreens — Int/Div — Sold
New York Whole Life — None
Stock Yards Bank Account — Int/Div
Prudential Invt Portfolios Inc Class € — None — Sold — note m section VI
Bond Fund of America — None — Sold
Ivy Asset Strategy Fund Class € — None — Sold
Oppenheimer Developing Markets Fund Class C — None — Sold
Thomburg Int'l Value Fund Class ( — None — Sold
Touchstone Emerging Growth — None — Sold
Ivy Funds Small Cap CI 1 — None — Buy
Ivy Funds Small Cap CI 1 — Sold (part)
Ivy Fund Asset Strategy C1 1 — None — Buy
Ivy Fund Asset Strategy C1 1 — Sold (part)
John Handcock Soverreign Fd C1 — None — Buy
S10. — Sold (part)
Oppenhemmer Dev. Mkts C1'Y — None — Buy
Oppenhemmer Dev. Mkts C1'Y — Buy (add'l)
Prudential Inve. Port. Equity Opp. Class Z — None — Buy
Prudential Inve. Port. Equity Opp. Class Z — Sold (part)
Thomburg Intl Value C11 — None — Buy
Thomburg Intl Value C11 — Sold (part)
Touchstone Invest. Mad Cap C1 Y — None — Buy
Touchstone Invest. Mad Cap C1 Y — Sold (part)
Alliancebernstein Global Bd. Fd — None — Buy
Prudential Short Term Corp Bond C1 Z — None — Buy
Income — 2011 — Kentucky Retirement System, Fixed Annuity — S40.000.00
Spouse's income — 2011 — Landrum and Shouse, LLP salary
Part VIL, line 39: Formerly known as and listed in previous report as J.D. Moderate Allocation Fund®

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18706. Public record. Not legal advice.