# Sherry R. Fallon

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19163

## Record

- **Judge:** Sherry R. Fallon
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

Southern Company Common Stock — Int/Div
McDonalds Common Stock (Y)
Fidelity 529 Plan - Delaware Portfolio 2012 na
Fidelity 529 Plan - Delaware Portfolio 2018 — Int/Div
Empower Retirement Tybout Redfearn & Pell 401(k) Plan-
American Funds Growth Fund of America A — Int/Div
American Funds American Balanced Fund A — Int/Div
American Funds Euro-Pacific Growth Fund A — Int/Div
American Funds SMALLCAP World Fund A — Int/Div
Franklin Templeton - Templeton Growth Fund Class A — Int/Div
New York Life Whole Life Insurance Policy — Int/Div
Lincoln National Life Insurance - Universal Life Policy — Interest
PNC - Accounts — Interest
U.S. Savings Bonds — Interest
Vanguard International Growth — Int/Div
Vanguard Intemational Value — Int/Div
Vanguard Explorer — Int/Div
Vanguard U.S. Growth — Int/Div
Vanguard Long Term Investment Growth — Interest
Vanguard Morgan Growth — Int/Div
Vanguard Small Cap Value Index — Int/Div
Vanguard Target Retirement 2035 — Int/Div
Vanguard Total Stock Market Index — Int/Div
Vanguard Windsor — Int/Div
Vanguard Windsor 11 — Int/Div
Mass Mutual 401k) (Y)
Select Total Return Bond MetWest (Y) — with line 46)
Washington Mutual Investments (formerly Comstock) (Y) — with line 47)
Comstock Invesco) Y) now known as Washington Mutual Invesu(Y)
Growth America( American) formerly Select Equity (Y) (Wellington ITRP — with line 48)
Select Growth Opportunities (Sands/JSP) Yr — with line 48)
American Balanced Fund (Y) — with line 49)
Special Mid-Cap Value Wells Fargo(Y) — with lime 50)
Invesco Mid-Cap Core Equity (Y) now known as Special Mid-Cap Value We
TRP/Frontier Select Mid-Cap Growth 11 yy — with line 51)
William Blair Small Cap Growth (Y) — with Ime 52)
American Euro-Pacific Growth (Y) — with line 53)
Wells Fargo - Accounts — Interest
Capitol One - Account — Interest
WSFS - Accounts — Interest
HSA Bank - Account — Interest
Vanguard 401(K) (X)
Dodge & Cox Income (X) — Interest
Washington Mutual Investments (American) (X) — Interest
American Fund Growth Fund of America (xX) — Interest
American Balanced Fund (X) — Interest
Fudehity Low Priced Stock (X) — Interest
Dreyfus Boston Co. SM CG (X) — Interest
Nationwide Ge SmCap Grw (X) — Interest
SMFS Int'l Diversification R4 (X) — Interest
Liability — American Express — Credit Card
Liability — PNC Bank — Credit Card
Liability — AAA Visa — Credit Card
Reimbursement — ws — Honoring the Federal Judiciary — tansportation =
Spouse's income — 2018 — Self-Employed Attomey
Spouse's income — 2018 — Newark Properties, LLC (rental income from property owned by Law Firm)
Part [Il B. Spouse's Noo Juvestment lacouse - Lane 2. Newark Properties, LLC (rental come from property owned by Law Fam) © This assert was not owned

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Part VL Laablsties. Line 4. | —

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Pan VII lavessmenss

Line 2 McDonalds Common Stock - Thas 1s an asset held by a JI who 1 no longer a dependent due toll graduation sed employment

Line 3 Fidelity 529 Plan - Delaware Portfolio 2012 - The last tutson payments made from thes college savings fund

PN were made on 720017 and 1128/17, thus completely exhausting the fund as

i

Line 29 Mass Mutual 401 (K) - Effective November 30. 2018. JN law firm switched its 401(K) broker from Mass Mutual to Vanguard (Lime 45).

The total acsoust of funds uw te Mass Mutual 401(K) were duectly rolled over wo the Vanguard 401(K) 1a a non taxable event

me as we have

not recerved any distmbusons, nor withdrawn or borrowed agmmst any funds managed by esther broker | have made reasonable efforts, based on mformation:

provided by JIN. so whch | have uo wdivadual access, 10 attempt to connect which Mass Mutual 401(K) funds were duecdy rolled over sto Vasguud

A01(K) Fumds as follows

Line 30. Select Total Renn Bond Met West was duectly soled over mo Dodge & Cox Income (Lune 46),

Lune 31 Wasungron Mota! lavesuneats was duectly rolled over unto Wasbsagion Mutual lovessmeses (Lae 17);

Line 33 Growth Amenca was directly rolled over mio Amencan Fund: Growth Fund of Amenca (Line 48).

Line 34 Select Growth Opportunsties (Sands TSF) was directly rolled over mto Amencan Fund Growth Fund of Amenca (Lane 48).

Line 35 American Babmoed Fund was directly rolled over mo Amencan Balanced Fund (Line 49).

Line 36 Specual Mad Cap Value Wells Fargo was duectly rolled over sto Fudeliry Low Praced Stock (Lane 50);

Line 38 TRPFrontier Select Mid-Cap Growth II was dusctly rolled over sto Dveyfiss Boston Co. SM COG (Lune 51).

Line 39 Willism Blan Seal] Cap Growth was darectly rolled over mio Nationwide Ge Sm Cap Grw (Lime 52).

Line 40 Amencan EuroPacific Growth was directly rolled over mto MFS Intl Diversification (Le 53)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19163. Public record. Not legal advice.