# Jerry C. Oldshue jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19785 ## Record - **Judge:** Jerry C. Oldshue jr - **Year:** 2018 - **Report type:** Annual - **Pages:** 12 ## Text Synovus Bank account (Y) SmartBank Bank acount (Y) IRAZI(H) ISHARES INC MSCI JAPAN RTF — Int/Div ISHARES JP MORGAN EM BOND ETF — Int/Div BLACKROCK EQUITY DIVIDEND — Int/Div BLACKROCK HI YIELD BD PTF INST — Int/Div BLACKSTONE ALT MULT STRATINIST — Int/Div COLUMBIA SELECTLGCPGROWTH — Int/Div COLUMBIA SEL LARGE CAP VAL — Int/Div CONGRESS MID CAP GROWTH INSTL — Int/Div DIAMOND HILL LONG-SHORT — Int/Div HARDING LOEVNER EMERG MKTS ADV — Int/Div INVESCOGLB REAL ESTATE Y — Int/Div INVESCO INTL GROWTH — Int/Div — Buy (add'l) JANUS HENDERSON FLEXIBLE BOND — Int/Div JANLS HENDERSON INTL OPP 1 — Int/Div — Buy (add'l) LOCORR MACRO STRATEGIES — Int/Div LORD ABBETT SHT DURATION INC — Int/Div OPISTEELPATH MLP SELECT 40 Y — Int/Div PGIM JENNISON GROWTH Z — Int/Div PIMCO SHORT TERM — Int/Div VICTORY RS PARTNERS — Int/Div VICTORY RS SMALL CAP GROWTH — Int/Div VICTORY RS VALUE — Int/Div WILLIAM BLAIR INTL GROWTH — Int/Div — Buy (add'l) S29 PLANS (H) T ROWE PRICE US SMALL CAP GROWTH — None AMER CENT EQ GW C 529 — None — Distnbuted AMER CENT EQ GW C 529 — Buy PIMCO SHORT-TERM 529 — None NORTHERN BOND INDEX 529 — None — Sold (part) T. ROWE PRICE BALANCED 529 — None T. ROWE PRICE REAL ESTATE 529 — None T. ROWE PRICE LARGE CAP GROWTH 529 — None — Sold (part) NORTHERN MID-CAP INDEX 529 — None — Sold (part) NORTHERN SMALL CAP INDEX 529 — None NORTHERN FUNDS INTERNATIONAL FEOQUITY INDEX 529 — None — Sold (part) NORTHERN FUNDS INTERNATIONAL FEOQUITY INDEX 529 — Buy (add'l) NORTHERN FUNDS INTERNATIONAL FEOQUITY INDEX 529 — Sold (part) NEUBRGR INTL LGCP C 529 — None — Distnbuted NEUBRGR INTL LGCP C 529 — Buy LAZARD EMERGING MARKETS 529 — None — Sold (part) LAZARD EMERGING MARKETS 529 — Buy (add'l) LAZARD EMERGING MARKETS 529 — Sold (part) CC S29 DFA US LARGE CAP VALLE — None — Buy CC S29 DFA US LARGE CAP VALLE — Sold (part) CC S29 DFA US LARGE CAP VALLE — Buy (add'l) CC S29 DFA US LARGE CAP VALLE — Sold (part) COHEN & STEERS DIVIDEND VALUE £29 — None — Redeemed BROKERAGE ACCOUNT #1 (H) ALPHABET INC CLASS C — None AMAZON COM INC — None APPLE INC — Int/Div CONSTELLATION BRANDS INC COM CLAY) MICROSOFT CORP — Int/Div IRA £22 (H) MORGAN STANLEY (Y) AMER CENT EMERG MKTS — Int/Div — Buy AMER CENT EMERG MKTS — Buy (add'l) BLACKROCK INFLAT PROT BONDI — Int/Div — Sold (part) CALAMOS MARKET NEUTRAL INC — Int/Div — Sold COLUMBIA SEL LARGE CAP VAL — Int/Div COLUMBIA SELECT LG CAP GROWTH 1 — Int/Div DIAMOND HILL LONG-SHORT I — Int/Div GUGGENHEIM TOTAL RETURN BD) — Int/Div — Buy HARBOR INTERNATIONAL INST — Int/Div INVESCO DEVELOPING MARKETS — Int/Div — Sold (part) INVESCO DIVERSIFIED DIVIDEND — Int/Div INVESCO INTL GROWTH — Int/Div — Sold (part) INVESCO SMALL CAP VALLE — Int/Div JANLS HENDERSON ENTERPRISE 1 — Int/Div — Buy (add'l) JANLS HENDERSON ENTERPRISE 1 — Sold (part) JANUS HENDERSON INTL MNG VOL I — Int/Div — Buy JANUS HENDERSON INTL MNG VOL I — Buy (add'l) JANLS HENDERSON INTL OPP 1 — Int/Div JANLS HENDERSON RESEARCH — Int/Div — Buy (add'l) JANLS HENDERSON RESEARCH — Sold (part) JP MORGAN MID CAP VALLE — Int/Div — Buy JP MORGAN SMALL CAP BLEND — Int/Div LOCORR MACRO STRATEGIES — Int/Div — Sold (part) LOCORR MACRO STRATEGIES — Sold (part) LORD ABBETT SHT DURATION INC F — Int/Div — Sold PGIM JENNISON GROWTH 2 — Int/Div PIONEER MLTIASTULTSHT INC Y — Int/Div — Sold (part) PIONEER MLTIASTULTSHT INC Y — Buy (add'l) VICTORY GLB NATURAL RES — None — Buy (add'l) VICTORY RS VALUE — Int/Div VICTORY TRIVINT INTLSML CAP Y — Int/Div — Buy VIRTUS NWFLT MLTSEC SHTM BD 1 — Int/Div — Buy DREYFUS NEWTON INTL EQI — None — Sold BROKERAGE ACCOUNT #2 (H) BLACKROCK GLOBAL ALLOCATION A — Int/Div — Sold BLACKROCK GLOBAL ALLOCATION { id — None — Sold MS PATHWAY INTERNATIONAL EQUITY — None — Buy Reimbursement — Alabama State Bar } Bankruptcy CLE — June 7-9, 2018 — Destin, FL — Bankruptcy CLE — Transportation, meals, and lodging Reimbursement — Northern District of Florida y Bankruptcy Bar — September 27-28, 2018 — Panama City, FL — Bankruptcy CLE — Transportation, meals, and lodging Reimbursement — School of Law Bankruptcy CLE — 2018 Reimbursement — Mobile/Baldwin County Bench and Bar CLE — December 7-8, 2018 — Fairhope, AL — Bankruptcy CLE — Transportation, meals, and lodging Part VII, Line | - Synovus Bank balance fell below reporting threshold. Part VII, Line 2 - Capstone Bank is now referred to as SmartBank. It is the same account, Reporting balance fell below reporting threshold, Part VII, Line 21 - Prudential Jennison Growth is now listed as PGIM Jeanison Growth Z. It is the same investment. Part VII, Line 27 - Investment asset account 529 Plans only report market value, redemption and purchases (funds transferred from one asset in the plan to another), and withdrawals from the account {reported as distributions). They do not report income to the account, thus the column B(1) is left blank and "None is entered in column B(2). Any other lines reporting no income means no income was earned on that investment during the year, Internal transfers between accounts do note earnings on redemptions, while transfers within a single sccount do not note camings. No gain or loss information is provided for withdrawals from the account (reported as distributions). Part VII, Line 55 - Constellation stock market value fell below reporting threshold. No shares were sold. Part VII, Line 58 - Morgan Stanley cash balance fell below the reporting threshold. Part VII, Line 72 - Janus Henderson Enterprise was marked sold in prior year when it should have been marked sold (part). Part VII, Line 80 - JP Morgan Dynamic Sm Op Gr Sel is now listed as JP Morgan Small Cap Blend 1. It is the same investment, Part VII, Line 84 - Prudential Jenmison Growth is now listed as PGIM Jennison Growth Z. It is the same investment. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19785. Public record. Not legal advice.