# Sidney Allen Fitzwater

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/22633

## Record

- **Judge:** Sidney Allen Fitzwater
- **Year:** 2003
- **Pages:** 7

## Text

Certs. of Accrual on U.S. Treasury Secs. (See Part VIID — Interest — Redeem
U.S. Series EE Bonds (See Part VIII) — None — part
U.S. Series EE Bonds — None
Washington Mutual Investors Fund (1984 IRA. Mutual Fund) — Int/Div
Exxon Mobil Corp. Common Steck — Int/Div
Exxon Mobil Corp. Common Steck — Int/Div
American Century Income & Growth Fund — Int/Div
American Century Income & Growth Fund — Int/Div
The MONY Group Inc. Common Stock — None
Coca Cola Co. Common Stock — Int/Div
Coca Cola Co. Common Stock — Int/Div
UBS Bank USA Deposit Acct. (See Part VIII) — Int/Div
3M Corp. Common Stock — Int/Div
J.P. Morgan Chase & Co. Common Stock — Int/Div — part
Trust # 2 (Nos. 15-22) (See Part VII) — Int/Div
UBS Resource Mgmt. Acct (Mny Mkt Portfolio)See Part VII)
Nuveen Large-Cap Value Fund (See Part VII) — Sell
Calamos Growth Fund
Lord Abbett Affiliated Fund
Lord Abbett Bond Debenture Fund
MEFS Research Bond Fund
UBS Tactical Allocation Fund
UBS Bank USA Deposit Acct. (See Part VIII) — Int/Div
UBS Bank USA Deposit Acct. (See Part VIII) — Int/Div
Bank of America (Certificate of Deposit) — Interest
Calamos Growth and Income Fund (See Part VIII) — Int/Div
Lord Abbett Affiliated Fund (See Part VIII) — Int/Div
Lord Abbett All Value Fund (See Part VIII) — Int/Div
MEFS Research Bond Fund (See Part VII) — Int/Div
UBS S&:P 500 Index Fund — Int/Div
Agreement — The Freedom Forum, Arlington, VA (First Amendment Center, Inc., Nashville, TN) — Feb. Z7-Mar. 1, Nashville, TN (airfare, hotel, wauspui ation, food) to judge First Amendinent Center at Vanderbilt moot court competition
Part I

This year I have not reported any positions. As reflected in Part VIII of my 2002 Financial Disclosure Report, after March 27, 2003 I was no longer

custodian under the Texas Uniform Transfers to Minors Act

Part VII, Item No. 1

No gain is shown in column D(4) because gain has been realized in the form of annual income and has been reported each year as interest income.

Part VII, Item No. 2

In colurrm D(4) the "gain" equals the accrued interest paid at the time the bonds were redeemed. Were the "gain" reported in column B(1) as interest

income, the amount code would remain *B," and column B(2} would change from "None" to "Interest."

Part VII, Item Nos. 12, 23, and 24

These items were reported in my 2002 Financial Disclosure Report as "Paine Webber Resource Mgmt. Acct. (Money Market Acct.)” and are reported in

this report as "UBS Bank USA Deposit Acct.” This is due to a change in form of the same account. Additionally, "Paine Webber" is now known as

"UBS Financial Services Inc."

Part VII, Item Nos. 15-22 (Trust # 2)

The type of income disclosed for Trust # 2 is "Dividend." The form does not allow the filer to report multiple types of income. The income includes

dividends and capital gains. All income has been reported in column B(1)

ap is the trustee and beneficiary of Trust # 2 and is located in Dallas, Texas.

Part VII, Item No. 16

This itern was reported in my 2002 Financial Disclosure Report as "PaineWebber Resource Mgmt. Acct. (Money Market Acct.)" and is reported in this

report as "IUBS Resource Mgmt. Acct (May Mkt Portfolio)" due to a change of name. Due to space limitations, "UBS Resource Mgmt. Acct (Mny Mkt

Portfolio)” is an abbreviation for "UBS Resource Management Account (Money Market Portfolio)."

Part VII, Item No. 17

No gain is shown in column D(4) because this asset was sold at a loss.

Part VII, Item No. 26

This item was reported in my 2002 Financial Disclosure Report as "Calamos Convertible Growth and Income Fund" and is reported in this report as

"Calamos Growth and Income Fund" This is due to a change of name.

Part VII, Item Nos. 27, 28, and 29

The type of income disclosed for these assets is "Dividend." The form does not allow the filer 1% report multiple types of income. These funds include

income in the form of dividends and/or capital gains camed by the funds and distributed to fund owners. All such income has been reported in column

B(1)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/22633. Public record. Not legal advice.