# C. Kathryn Preston > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19889 ## Record - **Judge:** C. Kathryn Preston - **Year:** 2018 - **Report type:** Annual - **Pages:** 13 ## Text Rental Property #1, Cape Coral, FL (Purchased 2008 $679.900) (Y) — Rent — Part VII Investment Property, N. Captiva Island, FL iY) — None — Part VII Huntmgton National Bank Accounts — Interest Bank of America Accounts — Interest Fifth Third Bank Accounts — Interest Chase Bank Accounts — Interest CPT Enterp. LLC - member equity int (H) — Int/Div Ashland Global Holdings, Inc. f/k/a Ashland, Inc. ("ASH") - stock — Int/Div Chubb Ltd. ("CB") fka Chubb Corp - stock — Int/Div Conoco Philips ("COP") - stock — Int/Div Dollar General Corp. ("DG") - stock — Int/Div Essex Property Trust Inc. ("ESS") - stock — Int/Div First Trust Health Care AlphaDex Fund ETF ("FXH") -shares — None General Dynamics Corp. ("GD") - stock — Int/Div M&T Bank Corporation ("MTB") - stock — Int/Div Van Eck Vectors Pharm ETF fka Market Vectors ("PPH") -Shares — Int/Div Invesco QQQETF fik/a Powershares QQQ ETF ("QQQ") - shares — Int/Div — Change SPDR S&P SOO ETF ("SPY") - shares — Int/Div Southern Co. ("SO") - stock (Y) — Int/Div — Sold Tupperware Comp. ("TUP") - stock (Y) — Int/Div — Sold Verizon Communications ("VZ") - stock Y) — Int/Div — Sold Whirlpool Corp. ("WHR") - stock (Y) — Int/Div — Sold Suntrust Investment Services Inc. Money Market — Int/Div Valvoline, Inc. ("VVV") - stock (X) — Int/Div Farm Property (127.92 acres) Jasper Co, IA — Rent Huntington Bancshares Pension Plan (see Part VIII} — None Hartford Life Ins. Policy (H) American Funds Ins. Asset Allo. Fund (see Part VII) — None American Funds Ins. Bond Fund (see Part vin — None American Funds Ins. Growth Income Fund (see Part VIII — None Franklin Templeton Mutual Shares Security Fund (see Part VIII — None Fidelity VIP Contra Fund Portfolio (see Part VIII) — None Fidelity VIP Mid Cap Portfolio (see Part Th — None HLS Int] Opport. Fund (see Part VIII) — None Oppenheimer Global Securities Fund {see Part VIII) — None INV VK Comstock (see Part VII — None Brokerage Account #1 (H) Edward Jones Cash account — Interest CIGNA Corp f/k/a Express Scripts Holding Co, - common stock — None — Merger Amazon - stock — None Proctor & Gamble Co. - common stock — Int/Div United Technologies Corp. - stock — Int/Div Verizon Communications - common stock — Int/Div Walt Disney Co. - stock — Int/Div Federated OH Muni Income Fund — Int/Div CAIBX - Class A Bonds (X) — Int/Div Brokerage Account #2 (H) American Balanced Fund - Class A Bonds — Int/Div Amencan buropacific Growth Fund Class A Bonds — Int/Div — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) American Growth Fund of America - Class A Bonds — Int/Div IRAZI1(H) ABALX - Class A Bonds — Int/Div — Buy (add'l) ABNDX - Class A Bonds — Int/Div AEPGX - Class A Bonds — Int/Div — Sold AGTHX - Class A Bonds — Int/Div AHITX - Class A Bonds — Int/Div AIVSX - Class A Bonds — Int/Div AMECX - Class A Bonds — Int/Div CWGIX - Class A Bonds — Int/Div NEWFX «Class A Bonds (Y) — None — Sold SMCWX - Class A Bonds — Int/Div — Buy (add'l) AMRMX - Class A Bonds (X) — Int/Div — Buy IRA Z2(H) Dodge & Cox Bal. Fund - Shares — Int/Div Hershey Foods Corp. - stock — Int/Div Investment Accounts (as Custodian for minor relatives) (HY (Y) — Part VII American Funds Money Market Account {Y) — Int/Div — Part VII Rum Cove, LLC - member equity interest — None Rental prop N.Captiva Isl, FL (purchased 2001 $350,000) — Rent Personal property attendant to rental property — None Stonegate Bank checking account (X) — None IRA #3 pum (H) Edward Jones Cash Account — Interest AMCPX - Class A Bonds — Int/Div ABALX - Class A Bonds — Int/Div AHITX - Class A Bonds — Int/Div CAIBX - Class A Bonds — Int/Div CWBFX - Class A Bonds — Int/Div CWGIX - Class A Bonds — Int/Div ANCFX - Class A Bonds — Int/Div AMECX - Class A Bonds — Int/Div AIVSX - Class A Bonds — Int/Div PGBOX - Class A Bonds — Int/Div ONIAX - Class A Bonds — Int/Div OIEIX - Class A Bonds — Int/Div VHIAX - Class A Bonds — Int/Div OHYAX - Class A Bonds — Int/Div JFEAX - Class A Bonds — Int/Div JCMAX - Class A Bonds — Int/Div OMBAX - Class A Bonds — Int/Div ANEFX - Class A Bonds — Int/Div ANWPX - Class A Bonds — Int/Div SMCWX - Class A Bonds — Int/Div Brokerage Account #3 (H) CAIBX - Class A Bonds — Int/Div IRA #4 mm (H) Note receivable (see Part VII — Interest — Golf. Inc Escalante Gallery LLC - member equity imerest — Distribution IRA #5 mmm (H) Amencan Mut. Fund (AMRMX) - shares — Int/Div — Sold (part) Bond Fund of Amenca (ABMDX) - shares — Int/Div — Sold (part) Capital Income Builder Mut. Fund (CAIBX) -shares (X) — Int/Div — Sold (part) Growth Fund of Amer. (AGITHX) - shares — Int/Div — Sold (part) JP Morgan Core Bond Fund (PGBOX) shares — Int/Div — Sold (part) JP Morgan High Yield Fund (OHYAX) shares — Int/Div — Sold (part) JP Morgan Mid Cap Equity Fund (JCMAX) - shares — Int/Div — Sold (part) Small Cap World Fund (SMCWX) - shares — Int/Div — Sold (part) Family Trust £1 (H) (X) Rental Property #1, Cape Coral, FL (Purchased 2008 $679,900) (X) — None — Part VII Investment Property, N. Captiva, FL (X) — None — Part VII Trustee, Famuly Trust #1 Agreement — 11991 — Huntington Bancshares Retirement Plan - former Employer; no control - Opmion of Committee on Code of Conduct obtained. (See Part VIII), Liability — Huntington Nanonal Bank — Mortgage on Rental Prop. #1, Cape Coral, FL. (Pr. VII, lines 1, 120) Liability — Huntington National Bank — Second Mortgage/Personal Credit Line, Rental Prop. #1 Cape Coral, FL (PL VIL lines 1. 120) Spouse's income — 2018 — Ohio Police & Fire Pension Fund (retirement benefits) Part II Line | - Retirement plan of former employer; | have no control; | will receive retirement annuity upon reaching retirement age. | obtained the opinion of the Committee on Codes of Conduct on 9-27-06; They found that a conflict exists and directed that in actions involving Huntington (1) the parties must be notified of the conflict and that | am disqualified from presiding, and (2) the parties may be offered an opportunity to waive the conflict, Part VII Lines 1, 2, 120, 121 - Property transferred to Fumily Trust #1 on 11/23/18. [Software does not have an option for "transter” in Column DX(1)]. Part VII Line 26 - The value of my interest in the Huntington Bancshares Retirement Plan is determined by calculation of the present value of the anticipated future benefits, The calculation is performed by Huntington or its administrative service provider, Part VII Lines 28-36 (Hartford Ins. Pol.) - 1 do not have direct or indirect income from these investments, because the asset is the insurance policy not securities. Part VII Line 76-77 « Minor relatives attained majority and the accounts were relinquished to them 8/03/18. Part VII Line 108 (IRA #4, Escalante Golf note) - The value of the Note receivable is based on the outstanding principal balance. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19889. Public record. Not legal advice.