# Robert H. Whaley > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/21894 ## Record - **Judge:** Robert H. Whaley - **Year:** 2010 - **Pages:** 14 ## Text FIDELITY INVESTMENTS ULTRA ACCOUNT: Core Cash Account — Int/Div FRANKLIN TEMPLETON: Templeton Developing Mrkts Trust Mut Fd — Int/Div BNY MELLON: Occidental Petroleum Corp. Common Stock — Int/Div FIDELITY EDUCATION ACCOUNT FIDELITY EDUCATION ACCOUNT — Buy (add'l) FIDELITY EDUCATION ACCOUNT — Buy (add'l) FIDELITY EDUCATION ACCOUNT — Buy (add'l) FIDELITY EDUCATION ACCOUNT — Buy (add'l) FIDELITY EDUCATION ACCOUNT — Buy (add'l) FIDELITY EDUCATION ACCOUNT — Buy (add'l) FIDELITY EDUCATION ACCOUNT — Buy (add'l) FIDELITY EDUCATION ACCOUNT — Buy (add'l) FIDELITY EDUCATION ACCOUNT — Buy (add'l) FIDELITY EDUCATION ACCOUNT: NH 100% Equity Contribution — None — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) FIDELITY EDUCATION ACCOUNT NH 100% Equity Contribution — None — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) FIDELITY EDUCATION ACCOUNT NH 100% Equity Contribution — None — Buy NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) NH 100% Equity Contribution — Buy (add'l) FIDELITY INVESTMENTS IRA General Electric Common Stock — Int/Div — Buy Fidelity Int'l Discovery Fund — None — Sold Fidelity Canada Mutual Fund — Int/Div Fidelity New Markets Income Mutual Fund — Int/Div Spartan Int'l Index Investor Class Mutual Fund — None — Sold Fidelity Capital & Income Mutual Fund — Int/Div — pan) Fidelity Low Priced Stock Mutual Fund — None — Sold Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part) Dreyfus Intemat'l Bond Fund CI I Mutual Fund (see VIII — Int/Div First Eagle Global Class A Mutual Fund — Int/Div Oakmark Equity & Income Fd Mutual Fund — Int/Div Kinetics Small Cap Opportunies Mutual Fund — Int/Div Northemn Small Cap Value Fund — Int/Div Permanent Portfolio Mutual Fund — Int/Div — Buy Third Avenue Real Estate Value Mutual Fund — Int/Div Van Kampen Equity & Income Class C Mutual Fund — Int/Div — Sold Vanguard Wellington Mutual Fund — Int/Div — Buy (add'l) Fidelity Cash Reserve — Int/Div FIDELITY INVESTMENTS: Amgen Inc. Common Stock — None The Ben Franklin Fed S&L Ass'n Common Stock — None Johnson & Johnson Common Stock — Int/Div — Buy Zimmer Holdings Inc. Common Stock — None Fidelity International Discovery Mutual Fund — Int/Div Fidelity Canada Mutual Fund — Int/Div Fidelity Diversified Intemational Mutual Fund — Int/Div Fidelity New Markets Income Mutual Fund — Int/Div Fidelity Small Cap Stock Mutual Fund (See VII — Sold Fidelity Capital & Income Mutual Fund — Int/Div Fidelity Contrafund Mutual Fund (See VIII) — Sold Fidelity Real Estate Investments Mutual Fund — Int/Div Fidelity Balanced Mutual Fund (See VIII) — Sold Fidelity Low-Priced Stock Mutual Fund — Int/Div Fidelity Strategic Income Mutual Fund — Int/Div American Balanced Class C Mutual Fund — Int/Div Calamos Growth Fund Class C Mutual Fund — None American Growth Fund of America Class C Mutual Fund — Int/Div Oakmark Equity & Income Fd 1 Mutual Fund — Int/Div Vanguard Wellington Fund Mutual Fund — Int/Div Fidelity Cash Reserves — Int/Div FIDELITY INVESTMENTS IRA; Fidelity Cash Reserves — Int/Div Fidelity Diversified Intemational Fund Mutual Fund — Int/Div Fidehty New Markets Income Mutual Fund — Int/Div Fidelhty Small Cap Stock Mutual Fund — None Fidehty Capital & Income Mutual Fund — Int/Div Fidelity Real Estate Investment Mutual Fund — Int/Div Fidelity Balanced Mutual Fund — Int/Div Fidelity Strategic Income Mutual Fund — Int/Div Fidelity Select Technology Mutual Fund — None Dreyfus Int'l Bond Fund Mutual Fund — Int/Div Oakmark Equity & Income Mutual Fund — Int/Div Bank of America Money Market Fund — Interest Ltd. Partner, Deming & Ass., Roswell, NM (HUD Project) — Interest Ltd. Partner, Deming Apartments, LLC — None MassMutual: GP Life at 69 — None MassMutual: Whole Life — None CBSS, LLC — None TRUST #1 (Fidelity): Fidelity Municipal Money Market Fund — Interest Fidelity Balanced Mutual Fund — Int/Div Fidelity Contrafund Mutual Fund — Int/Div Fidelity Dividend Growth Mutual Fund — Int/Div Fidelity Export & Multint'l Mutual Fund — Int/Div Fidelity Canada Mutual Fund — Int/Div Fidelity Int'l Discovery Mutual Fund — Int/Div Fidelity Strategic Income Mutual Fund — Int/Div Fidelity Small Cap Stock Mutual Fund — None Fidelity Total Bond Mutual Fund — Int/Div Oakmark Select Mutual Fund — Int/Div Trust #1, Sutter County, CA — Distribution — Sold (part) Trust #2 (X)(See VIII): — None — Sold (part) WELLS FARGO (X): American Balanced Fund Mutual Fund — Int/Div — Buy Capital Income Builder Mutual Fund — Int/Div — Buy Income Fund of America Mutual Fund — Int/Div — Buy Investment Company of American Mutual Fund — Int/Div — Buy Page 8, Line 73: Dreyfus Intemat’l Bond Fund C1 1 Mutual Fund should have been listed last year but was inadvertently omitted. Page 9, Line 93: Fidelity Small Cop Stock Mutual Fund should have been listed as sold on 12-28-09 but was listed in error as an asset. Page 9, Line 95: Fidelity Contrafund Mutual Fund should have been listed as sold on 12-28-09 but was listed in error as an asset. Page 9, Line 97: Fidelity Balance Mutual Fund should have been listed as sold on 10-21-09 but was listed in error as an asset. Page 12, Line 146: Trust #2 should have been listed previously but was inadvertently omitted. The trust made a distribution in 2010, which resulted in the creation of the Wells Fargo account at Page 12, Line 148. The trust will be closed during 2011. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21894. Public record. Not legal advice.