# William J. Fisher

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19201

## Record

- **Judge:** William J. Fisher
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 8

## Text

Schwab Markettrack All (SWEGX) — Int/Div
SPDR Dow Jones (DIA) — Int/Div
Altria Group Inc. (MO) — Int/Div
Donaldson Company (DCI) — Int/Div
Kraft Heinz Company (KHC) — Int/Div
McDonald's Corp. (MCD) — Int/Div
Mondolez (MDLZ) — Int/Div
Plizer Incorporated (PFE) — Int/Div
Phillip Morris International (PM) — Int/Div
Schwab S and P 500 Index Fund FD (SWPPX) — Int/Div
Health Savings Account (H)
Money Market Account (see part VIII) — Interest
Individual Retirement Account Plan (H)
Vanguard Institutional Index Plus — Int/Div
IRA (H)
Putmam Intemational Equity Class A — Int/Div
Pumam Growth Opptys — Int/Div
Columbia Seligman Global Technology Fund Class A (HGTX) — Int/Div
Columbia Select International Equity Fund Class A (NTAX) — Int/Div
Columbia Large Cap Growth Fund Class A (LEGAX) — Int/Div
Columbia Mid Cap Growth Fund Class A {CBSAX) — Int/Div
401K) (H)
Vanguard Target Retirement 2025 Retirement Plus — None
IRA (H)
Eaton Vance Funds Greater China Growth Fund — Int/Div
Charles Schwab Bank (bank account) — Interest
Pension Account (US Bank)
2010 Cash Balnace Plan — Interest
Cash Balance Plan (pre-2002) — Interest
Bank of America (bank account) — Interest
US Bank (bank accounts) — Interest
Schwab Brokerage/Sweep Account — Interest
Mass Mutual (whole life insurance) — Int/Div
US Bank — Int/Div — Buy
US Bank — Buy (add'l)
Schwab Intemational Equity (Y)
Schwab US Large Cap ETF (SCHX) (Y)
Schwab US Small Cap ETF (SCHA) (Y)
Commumty Faculty Member (similar to ad unct professor), Metropolitan State Lmiversaty
Liability — US Bank — credit cards mn the ordmary course
Reimbursement — Bankruptcy Judges — judges and attomeys - primarily educational — FI of LE A Coie A LPS A SE TARE in full
Income — 2018 — State of Minnesota (teaching at Metropolitan State University two Semesters) — $12,450.62
Spouse's income — 2018 — US Bank National Assocaition - salary
1. As to the 401K listed on line 23 of Part VII, my wife was told there were no dividends by the plan adminstrator (it seems unlikely there were no dividends but it

is possible dividends, if any, were reinvested).

2. As to the Money Market account listed on line 12 of Part VII, it is assumedly FDIC insured as the state adminstrator cannot identify a specific money market

account.

3. The cash plans listed on lines 27-29 apparently consist of cash to be paid upon my wife's retirement when she reaches a qualifying age. They are admistered

by her now former employer, US Bank, She also apparently has a vested a pension which will be paid by her former employer when she reaches a qualifying age

but there is no amount to be reported.

4. The stock in US Bank listed on lines 34-35 of Part VII was awarded to my wife by her former employer as part of compensation on the dates noted - she was

unaware of the acquisition until approx. February, 2019 and sold on or about 2/28/2019,

5. The items in lines 38-40 were owned by a dependent in 2017 but he was no longer a dependent in 2018,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19201. Public record. Not legal advice.
