# Michael R. Merz

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19670

## Record

- **Judge:** Michael R. Merz
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 13

## Text

IRA 22 (H)
Fifth Third Bank (cash) — Interest
John Hancock Life msurance cash valve policy — Int/Div
MetLife insurance cash value policy — Int/Div
IRAZI(H)
LPL FINANCIAL US BANK NATIONAL ASSN SWEEP ACCOUNT (CASH) — Interest
ALPHABET INC CL C (GOOG) — None — Buy
Amgen common (AMGN) — None — Sold
APPLE INC (AAPL) — None — Buy
APPLIED MATERIALS INC (AMAT) — Int/Div — Buy
AT&T Common shares (T) — Int/Div — Sold (part)
Autozone Inc (AZO) — None
Biogen, Inc. (BIIB) — None
Bristol-Myers Squibb (BMY) — Int/Div — Sold (part)
Carriage Services, Inc. (CSV) — Int/Div — Sold (part)
CATERPILLAR INC (CAT) — Int/Div — Buy
CIGNA CORP NEW (Cl) (FORMERLY Express Scripts Holding (ESRX)) — None — Sold (part)
CVS Health Corp (CVS) — Int/Div
Expeditors Intl Wash Inc. (EXPD) — Int/Div — Sold (part)
Expeditors Intl Wash Inc. (EXPD) — Sold
Exxon Mobil common (XOM) — Int/Div — Sold
Fastenal Co. (FAST) — Int/Div — Sold
Federated INVS Inc PA CL B (FI — Int/Div — Sold (part)
FEDEX CORP (FDX) — Int/Div — Buy
FRANKLIN RESOURCES INC (BEN) — Int/Div — Buy
GOODYEAR TIRE AND RUBBER COMPANY (GT) — Int/Div — Buy
Grainger WW Inc (GWW) — None — Sold
Hospitality PPTYS TR (HPT) — Int/Div
INTERNATIONAL PAPER COMPANY nig — None — Buy
INTL BUSINESS MACHINES (IBM) — None — Buy
Invesco LTD (IVZ) — Int/Div — Sold (part)
JOHNSON & JOHNSON (IN) — Int/Div — Buy
KIMCO REALTY CORP (KIM) — None — Buy
KIMCO REALTY CORP (KIM) — Sold (part)
KIMCO REALTY CORP (KIM) — Sold
LOCKHEED MARTIN CORP LMT — None — Buy
Lowes Companies Inc {LOW) — Int/Div — Sold (part)
McKesson Corp (MCK) — Int/Div — Sold (part)
NEWELL BRANDS INC (NWL) — Int/Div — Buy
Peoples United Financial (PBCT) — Int/Div — Sold (part)
Pitney Bowes Inc (PBI) — Int/Div — Sold (part)
Pitney Bowes Inc (PBI) — Sold
Qualcomm, Inc (QCOM) — Int/Div
REALTY INCOME CORP (O) — Int/Div — Buy
Royal Dutch Shell PLC sponsored ADR Repstgn A common (RDS/A) — Int/Div — Sold (part)
SCHLUMBERGER LTD (SLB) — Int/Div — Buy
Southwest Airlines (LUV) — Int/Div
Stericycele Inc (SRCL) — None — Sold (part)
Stericycele Inc (SRCL) — Sold
Verizon Communications (VZ) — Int/Div — Sold (part)
WALT DISNEY CO (DIS) — Int/Div — Buy
Washmgton REIT SBI (WRE) — Int/Div — Sold (part)
Welltower Inc. (HCN) — None — Sold (part)
Ishares S&P US Preferred Stock Index Fund (PFF) — Int/Div — Sold (part)
Nuveen Municipal Value Fund (NUV) — Int/Div — Sold (part)
Nuveen Municipal Value Fund (NUV) — Sold (part)
LPL FINANCIAL US BANK NATIONAL ASSN SWEEP ACCOUNT (CASH) — Interest
ALPHABET INC CL C (GOOG) — None — Buy
APPLE INC (AAPLI(X) — None
APPLIED MATERIALS INC (AMAT) — None — Buy
AT&T Common shares (T) — Int/Div
Amgen common (AMGN) — None — Sold
Autozone Inc (AZO) — None
Biogen, Inc. (BIB) — None
Bristol-Myers Squibb (BMY) — Int/Div
Carriage Services, Inc. (CSV) — Int/Div
CATERPILLAR INC (CAT) — Int/Div — Buy
CIGNA CORP NEW (C1) (FORMERLY Express Scripts Holding (ESRX)) — None
CVS Health Corp (CVS) — Int/Div
Expeditors Intl Wash Inc. (EXPD) — Int/Div — Sold
Exxon Mobil common (XOM) — Int/Div — Sold
Fastenal Co. (FAST) — Int/Div — Sold
Federated INVS Inc PA CL B (FID) — Int/Div
FEDEX CORP (FDX) — Int/Div — Buy
FRANKLIN RESOURCES INC (BEN) — Int/Div — Buy
GOODYEAR TIRE & RUBBER (GT) — Int/Div — Buy
Grainger WW Inc (GWW) — None — Sold
Hospitality PPTYS TR (HPT) — Int/Div
INTERNATIONAL PAPER COMPANY nig — Int/Div — Buy
INTL BUSINESS MACHINES CORP (IBM) (X) — None
Invesco LTD (IVZ) — Int/Div
JOHNSON & JOHNSON (UND — Int/Div — Buy
KIMCO REALTY CORP (KIM) — None — Buy
KIMCO REALTY CORP (KIM) — Sold
LOCKHEED MARTIN CORP (LMT) — None — Buy
Lowes Companies Inc (LOW) — Int/Div
McKesson Corp (MCK) — Int/Div
NEWELL BRANDS INC (NWL) — Int/Div — Buy
Peoples United Fimancial (PBCT) — Int/Div
Pitney Bowes Inc (PBI) — Int/Div — Sold
Qualcomm, Inc (QCOM) — Int/Div
REALTY INCOME CORP (O) — Int/Div — Buy
Royal Dutch Shell PLC sponsored ADR Repstgn A common (RDS/A) — Int/Div
SCHLUMBERGER LTD (SLB) — Int/Div — Buy
Southwest Airlines (LUV) — Int/Div
Stericycele Inc (SRCL) — None — Sold
Verizon Communications (VZ) — Int/Div
WALT DISNEY CO (DIS) — Int/Div — Buy
Washington REIT SB1 (WRE) — Int/Div
Welltower Inc. (HON) — Int/Div
Ishares S&P US Preferred Stock Index Fund (PFF) — Int/Div
Nuveen Municipal Value Fund (NUV) — Int/Div
Investment Account £1 (H)
LPL FINANCIAL US BANK NATIONAL ASSN SWEEP ACCOUNT (CASH (XX) (LY)
Akre Focus Retail CL (AKREX) — None — Sold
Artisan Global Value Investors CL (ARTGX) — None — Sold
Diamond Hill Corp Credit CL (DHSTX) — Int/Div — Sold
Doubleline Total Return Bond (DLTNX) — Int/Div — Sold
IVA Worldwide CL A (IVWIX) — None — Sold
James Balanced Golden Rainbow Retail CL (GLRBX) — Int/Div — Sold
Wells Fargo Absolute Return ADM CL (WARDX) — None — Sold
Western Asset Macro Opptys CL (LAOIX) iY)
Westwood Income OPPTYS CL (WHGIX) — Int/Div — Sold (part)
INVESCO QQQ SER ETF (QQQ) — Int/Div — Buy
INVESCO QQQ SER ETF (QQQ) — Buy (add'l)
ISHARES US PREFERRED STOCK EIF (PFF) — Int/Div — Buy
ISHARES US PREFERRED STOCK EIF (PFF) — Buy (add'l)
ISHARES IBOXX $ HIGH YIELD CORP BOND ETF (HYG) — Int/Div — Buy
ISHARES IBOXX $ HIGH YIELD CORP BOND ETF (HYG) — Buy (add'l)
ISHARES RUSSELL 1000 GROWTH ETF (IWF) — Int/Div — Buy
ISHARES RUSSELL 1000 GROWTH ETF (IWF) — Buy (add'l)
ISHARES SELECT DIVIDEND TF (DVY) — Int/Div — Buy
ISHARES SELECT DIVIDEND TF (DVY) — Buy (add'l)
SCHWAB INTL EQUITY ETF (SCHF) — Int/Div — Buy
SCHWAB INTL EQUITY ETF (SCHF) — Buy (add'l)
SPDR SERIES TRUST S&P DIVIDEND ETF (SDY) — Int/Div — Buy
SPDR SERIES TRUST S&P DIVIDEND ETF (SDY) — Buy (add'l)
SPDR SERIES TRUST S&P 400 MID CAP GROWTH ETF (MDYGHY) — Buy
VANGUARD SHORT TERM BOND ETF (BSV) — Int/Div — Buy
VANGUARD SHORT TERM BOND ETF (BSV) — Buy (add'l)
Trustee! director, president, Dayton Metro Library Foundation
Director, State Library of Ohio
Director, East End Neighborhood Development Corporation
Part VII, lines 2 and 3: Whole life policies.

Part VII, lines 5 and 57: Name change; formerly Goldman Sachs Bank Insured.

Part VII, line 128: Following a reportable purchase, this asset became unreportable without a corresponding reportible transaction.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19670. Public record. Not legal advice.