# Paul William Grimm > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19311 ## Record - **Judge:** Paul William Grimm - **Year:** 2018 - **Report type:** Annual - **Pages:** 12 ## Text M&T Bank accounts — Interest AXA Equitable TSA (Equi-Vest) — None Fidelity Government Cash Reserves Roth — Int/Div Fidelity Government Cash Reserves Roth — Int/Div T Rowe Price Government Money — Int/Div — Buy (add'l) IRA - MORGAN STANLEY (41) (H): Morgan Stanley Bank — Interest — Buy (add'l) IShares S&P S00 Growth ETF — Int/Div IShares S&P S00 Value ETF — Int/Div IShares S&P Mid-Cap 400 V ETF — Int/Div Oppenheimer Large Cap Revenue — Int/Div Invesco S&P 500 Low Volatility ETF — Int/Div Vanguard FTSE Developed Markets ETF — Int/Div American Century Emerging Markets — Int/Div Baron Small Cap Institutional — Int/Div Goldman Sachs Strategic Income — Int/Div — Sold Goldman Sachs Absolute Return Trucker — Int/Div Janus Henderson International Opportunity — Int/Div Neuberger Berman Core Bond Inst — Int/Div Prudential Jenison Mid Cap Growth Z — Int/Div Prudential Absolute Return Bond Z — Int/Div Royce Opportunity Inv — Int/Div Touchstone Sands Capital Select Growth Y — Int/Div Wisdomtree Mgd Futures Strat — Int/Div — Buy (add'l) Abbey Cptl Futures Strategy — None — Sold Lord Abbett Total Retum — Int/Div Guggenheim Macro Opportunity — Int/Div — Buy IRA - MORGAN STANLEY (#2) (H): IShares S&P Mid Cap 400 Index — Int/Div — Buy IShares S&P Mid Cap 400 Index — Sold SPDR S&P S00 ETF Trust — Int/Div — Sold (part) SPDR S&P S00 ETF Trust — Buy (add'l) SPDR S&P S00 ETF Trust — Buy (add'l) Schwab US. Large Cap Value — Int/Div — Buy Schwab US. Large Cap Value — Sold Schwab US. Large Cap Value — Buy Schwab US. Large Cap Value — Sold Schwab US Mid Cap ETF — Int/Div — Sold (part) Schwab US Mid Cap ETF — Buy (add'l) Schwab US Mid Cap ETF — Buy (add'l) Schwab US Mid Cap ETF — Sold (part) Schwab US Mid Cap ETF — Buy (add'l) Schwab US Mid Cap ETF — Sold Vanguard Russell 1000 Value ETF — Int/Div — Sold (part) Vanguard Russell 1000 Value ETF — Sold (part) Vanguard Russell 1000 Value ETF — Sold Vanguard Index Funds S&P 500 Err — Int/Div — Sold (part) Vanguard Index Funds S&P 500 Err — Sold (part) Vanguard Index Funds S&P 500 Err — Sold (part) S10. — Buy (add'l) S10. — Sold (part) S10. — Sold S&P SOO Index — None — Buy S&P SOO Index — Sold (part) S&P SOO Index — Sold SPDR S&P Mid Cap 400 ETF Trust — Int/Div — Buy (add'l) SPDR S&P Mid Cap 400 ETF Trust — Sold (part) SPDR S&P Mid Cap 400 ETF Trust — Sold Vanguard Mid Cap ETF — Int/Div — Sold (part) Vanguard Mid Cap ETF — Buy (add'l) Vanguard Mid Cap ETF — Sold (part) Vanguard Mid Cap ETF — Sold (part) Vanguard Mid Cap ETF — Buy (add'l) Vanguard Mid Cap ETF — Buy (add'l) Goldman Sachs Access Tre 0-1 Yrs — Int/Div — Buy Oppenheimer S&P Ultra Dividend — Int/Div — Buy Oppenheimer S&P Ultra Dividend — Sold (part) Oppenheimer S&P Ultra Dividend — Sold Oppenheimer S&P Ultra Dividend — Buy Oppenheimer S&P Ultra Dividend — Buy (add'l) SPDR Ser TR Bbg Bel 1 3 ETF — Int/Div — Buy SPDR Ser TR Bbg Bel 1 3 ETF — Buy (add'l) SPDR Ser TR Bbg Bel 1 3 ETF — Sold (part) SPDR Ser TR Bbg Bel 1 3 ETF — Buy (add'l) SPDR Ser TR Bbg Bel 1 3 ETF — Sold SPDR Ser TR Bbg Bel 1 3 ETF — Buy SPDR Ser TR Bbg Bel 1 3 ETF — Sold (part) Lord Abbett Ultra Short Bond — Int/Div — Buy SPDR DJIA Trust — Int/Div — Buy SPDR DJIA Trust — Sold SPDR DJIA Trust — Buy SPDR DJIA Trust — Sold Morgan Stanley Bank — Interest IRA - MORGAN STANLEY (#3) (H): Morgan Stanley Bank — Interest Eaton Vance Tax Mg By-WR — Int/Div IShares Cohen & Steers REIT ETF — Int/Div IShares 1Boxx Invest Grade Corp Bond — Int/Div Invesco S&P 500 High Dividend — Int/Div SPDR Barclays Convertible — Int/Div SPDR S&P Dividend — Int/Div Voya Global Advantage — Int/Div AB High Income Ady — Int/Div Goldman Sachs Strategic Income — None — Sold Janus Henderson Global Income — Int/Div Principal Preferred Sec Inst — Int/Div Prudential Absolute Return Bond Z — Int/Div Columbia Strategic Income — Int/Div — Buy IRA - MORGAN STANLEY (#4) (H). Synchrony Bank 1.5% CD — Interest — Matured Bank of China NY City 1.05% CD — Interest — Matured Wells Fargo Sioux Falls 1.00% CD — Interest — Matured Ally Bank Midvale 1.35% CD — Interest — Matured MS Bank 1.90% CD — Interest — Matured Capital One 1.25% CD — Interest — Matured Goldman Sachs 5.5% CD — Interest — Matured Morgan Stanley Bank (X) — Interest — Buy (add'l) Morgan Stanley Bank (X) — Buy (add'l) Morgan Stanley Bank (X) — Buy (add'l) Morgan Stanley Bank (X) — Buy (add'l) Morgan Stanley Bank (X) — Buy (add'l) Morgan Stanley Bank (X) — Buy (add'l) Morgan Stanley Bank (X) — Buy (add'l) Morgan Stanley Bank (X) — with line 7) Exelon Corporation stock — Int/Div Instructor, part-time, Shemer Bar Review (lecturer) Reimbursement — Umversity of Akron Law School — 4051 8-04/06/18 — Akron, OH — Civil Discovery Conference — Travel Expenses Reimbursement — FBA-Columbus Chapter — 0920/18 — Columbus, OH — FBA CLE-Federal Rule Changes — Travel Expenses Income — 2018 — Shemer Bar Review, lecturer — S4.600.00 Income — 2018 — ABA-MD Discovery Problems Solutions, royalties — S143.82 Spouse's income — 2018 — Diencian-Health Care Services Group (HCSG) Part VII, line 12: Powershares S&P 500 Low Volatility ETF: name change to Invesco S&P 500 Low Volatility ETF. Part VII, line 89: Powershares S&P 500 High Dividend: name change to Invesco S&P 500 High Dividend. Part VII, lines 99-113: IRA Morgan Stanley #4: All CD redemption proceeds (lines 100-106) were deposited into the Morgan Stanley cush account (lines 107-113) as the CDs matured. Part VII, lines 7 & 114: IRA Morgan Stanley #1 and IRA Morgan Stanley #4: Accumulated cash from redemptions of CDs in IRA Morgan Stanley #4 (line 114) was transferred to Morgan Stanley cash account associated with TRA Morgan Stanley #1 (line 7). --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19311. Public record. Not legal advice.