# Gregory R. Schaaf

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/20020

## Record

- **Judge:** Gregory R. Schaaf
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 12

## Text

FXL — None — Buy
FXL — None — Buy
Republic Bank, Cash Account — Int/Div
Metropolitan Tower Life Insurance Company(whole life) (Note 1) — None
H)Retirement Account - No. 1 (risk based)
Federated Treasury Obligations Fund — Int/Div
Federated Treasury Obligations Fund — None — Sold (part)
QTEC — Int/Div — Sold (part)
First Trust Target High Qual Div 16 MO FE RE — None — Matured
First Truste Target GLB DIV LDRS 4QTR 16 MO FE RE — None — Matured
HYLS — Int/Div — Sold (part)
HYLS — Sold
First Trsut Auto'd Quantitative AQA Ser 14 — Int/Div
Furst Trust Trust Series 15 (FT Div Inc Trust Series 15 Fee Reimb.) — Int/Div
First Trust Sabirient Baker's Dozen Portfolio April 17 Ser — Int/Div — Matured
FTXO — Int/Div — Buy (add'l)
FTXO — Sold
FIXD — Int/Div — Sold (part)
FIXD — Sold
FITSM — Int/Div — Sold (part)
FITSM — Sold
LMBS — Int/Div — Sold (part)
LMBS — Sold
FEMB — Int/Div — Sold (part)
FEMB — Sold
FTSL — Int/Div — Sold (part)
FTSL — Sold
FTSL — Int/Div — Buy (add'l)
FTSL — None — Buy
FTSL — None — Buy
First Trust Target Glbal Dvd Leaders 1Q 18 Term Fee Reiny — Int/Div — Buy
Furst Trust High Quality Dvd 1Q 18 Fee Reiny — Int/Div — Buy
First Trust Portfolio LP AQA Large Cap Portfolio Series Fee Reinvest — Int/Div — Buy
First Trust Sabrient Bakers Dozen Portfolio May 2018 Fee R — Int/Div — Buy
First Trust Sabrient Bakers Dozen Portfolio May 2018 Fee R — Int/Div — Buy
First Trust Sabrient Bakers Dozen Portfolio May 2018 Fee R — Sold
H)End Retirement Account « No.
Hiinvestement Account = No.
SCO — Int/Div
FDN — None
QTEC — Int/Div
FTXO — Int/Div — Sold
FTXO — Int/Div — Sold
FXL — Int/Div
Standard Bank (temporary account) — Interest
H)End Investment Account « No.
H)Retirement Account - No. 2
TIAA Trad) — Interest
CREF Stock — Interest — with line 53)
TIAA Real Estate — Interest — with line 53)
CREF In'l Linked Bond — None — with line 53)
CREF Money Market Account R1 — Interest — with line 53)
TC Lfeyle Idx Rimt Note 3 — None — Open
TC Lfeyle Idx Rimt Note 3 — Buy (add'l)
H)End Retirement Account - No. 2
H)lnvestment Account - No. 2
VFIAX — Int/Div — Sold (part)
VEXAX — Int/Div — Sold (part)
WMMXX — Int/Div — Closed
VBTLX — Int/Div — Sold
VTIAX — Int/Div — Sold
ARKK — None — Buy
ARKK — Int/Div — Buy
ARKK — None — Buy
ARKK — None — Buy
FTCS — Int/Div — Buy
FTCS — Buy (add'l)
FTCS — None — Buy
FTCS — Int/Div — Buy
FTCS — Buy (add'l)
QTEC — Int/Div — Buy
RDVY — Int/Div — Buy
RDVY — Int/Div — Buy
SPLV — Int/Div — Buy
SPLV — Buy (add'l)
SPLV — Int/Div — Buy
SPLV — Int/Div — Buy
SPLV — Int/Div — Buy
BlHCX — Int/Div — Buy
SBLYX — Int/Div — Buy
HLIEX — Int/Div — Buy
JINBAX — Int/Div — Buy
JJSOSX — Int/Div — Buy
JVASX — Int/Div — Buy
GLIFX — Int/Div — Buy
GLIFX — Buy (add'l)
MFAIX — None — Buy
PXWIX — Int/Div — Buy
PRIZX — None — Buy
PDBZX — Int/Div — Buy
TRBCX — None — Buy
TRBCX — Buy (add'l)
PKSFX — Int/Div — Buy
WACPX — Int/Div — Buy
DWXH — None — Buy
DWXH — Buy (add'l)
DWXH — Sold
H)End Investment Account - No. 2
Community Trust Bank — Interest
Hinvestment Account = No. 3
Oppenhiemer Steelpath MLP Income Fund A (MLPDX) (Note 2) — Int/Div
Oppenheimer Global Opportunities Fund Class A (OPGIX) (Note 2) — None — Buy
H)End Investment Account - No. 3
PNC Bank — Interest
Metropolitan Tower Life Insurance Company {Whole Life) (Note 1) — None
Reimbursement — TRIG ros A. Institute — MRBS Summer Conference — TL, uy
Spouse's income — 2018 — Atlanta International School, Atlanta, Ga; salary
Spouse's income — 2018 — Transylvania University, Lexington, KY; salary
Note 1: Part VII, Lines 2, 105. Policy taken over from General American Life through a merger.

Note 2: Part VII, Lines 100-103. The monthly dividends from MLPDX are reinvested monthly in OPGIX. The amounts are $161.28 each month beginning

January. Based on the small amount exch month, 1 aggregated on an annual basis. There are no dividends for the new second Oppenheimer account,

Note 3. Part VII, Lines 53-54. Contributions from the employer and employee into this investment per payperiod are aggregated on an annual basis on line 54.

Contemporaneously with becoming eligible to participate in the new employers’ retirement plan, several of the investment accounts were consolidated into the

investment on line $3. The designation "merger" was used to show the transfer of funds,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/20020. Public record. Not legal advice.
