# Robert H. Whaley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/25170

## Record

- **Judge:** Robert H. Whaley
- **Year:** 2007
- **Pages:** 14

## Text

FIDELITY INVESTMENTS ULTRA ACCOUNT:
Van Kampen Enterprise Class A Mut Fd — None — Sold
Core Cash Account — Int/Div
Templeton Developing MrktsTrust Mut Fd — Int/Div
CHASEMELLON:
Occidental Petroleum Corp. Common Stock — Int/Div
FIDELITY EDUCATION ACCOUNT
FIDELITY EDUCATION ACCOUNT
NH 100% Equity Contribution — None — Buy — VIII
FIDELITY EDUCATION ACCOUNT (X)
NH 100% Equity Contribution (X) — None — Buy — VIII
FIDELITY INVESTMENTS IRA.
EMC Corp Mass Common Stock — None — Sold
Fidelity Int'l Discovery Mutual Fund — Int/Div
Fidelity Canada Mutual Fund — Int/Div — Sold
Fidelity Canada Mutual Fund — Sold
Fidelity Int'l Small Cap Opp Fund Mutual Fund — Int/Div
Fidelity Diversified Int'l Mutual Fund — Int/Div — Sold
Fidelity Diversified Int'l Mutual Fund — Sold
Fidelity New Markets Income Mutual Fund — Int/Div
Spartan Total Mkt Index Investor Class Mutual Fund — Int/Div — Buy
Spartan Int'l Index Investor Class Mutual Fund — Int/Div — Buy
Fidelity Large Cap Stock Mutual Fund — Int/Div
Fidelity Small Cap Stock Mutual Fund — Int/Div — Sold
Fidelity Capital & Income Mutual Fund — Int/Div — Buy
Fidelity Capital Appreciation Mutual Fund — Int/Div
Fidelity Contrafund Mutual Fund — Int/Div — Sold
Fidelity Contrafund Mutual Fund — Sold
Fidelity Contrafund Mutual Fund — Sold
Fidelity Contrafund Mutual Fund — Sold
Fidelity Contrafund Mutual Fund — Sold
Fidelity Real Estate Investment Mutual Fund — Int/Div — Buy
Fidelity Independence Mutual Fund — Int/Div
Fidelity Fifty Mutual Fund — Int/Div
Fidelity Balanced Mutual Fund — Int/Div
Fidelity Low Priced Stock Mutual Fund — Int/Div
Fidelity Strategic Income Mutual Fund — Int/Div
Fidelity Dividend Growth Mutual Fund — Int/Div — Sold
Fidelity Select Computers Mutual Fund — None — Sold
Fidelity Export & Multinational Mutual Fund — Int/Div
FMA Small Company Port Inst'l Mutual Fund — Int/Div
Artisan Int'l Mutual Fund — Int/Div — Buy
Artisan Int'l Mutual Fund — Sold
Calamos Growth Class B Mutual Fund — None — Sold
FPA Perennial Fund Mutual Fund — None — Sold
First Eagle Global Class A Mutual Fund — Int/Div — Sold
Oakmark Fund I Mutual Fund — Int/Div
Kinetics Small Cap Opportunties Mutual Fund — Int/Div
MTB Small Class Growth Class A Mutual Fund — None — Sold
MTB Small Class Growth Class A Mutual Fund — None — Sold
Northern Small Cap Value Mutual Fund — Int/Div
Schwab Small Cap Equity-Invest Shs Mutual Fund — Int/Div
Third Avenue Real Estate Value Mutual Fund — Int/Div — Buy
Van Kampen Equity & Income Class C Mutual Fund — Int/Div — Sold
Fidelity Cash Reserves — Int/Div
Fidelity Low Priced Stock Mutual Fund — Int/Div — Sold
Fidelity Low Priced Stock Mutual Fund — Sold
FIDELITY INVESTMENTS:
Amgen Inc. Common Stock — None
The Ben Franklin Fed S&L Ass'n Common Stock — None
Eaton Vance Tax Advantage Div Income Fd Mutual Fund — Int/Div
Zimmer Holdings Inc. Common Stock — None
Fidelity International Discovery Mutual Fund — Int/Div
Fidelity Canada Mutual Fund — Int/Div
Fidelity Diversified International Mutual Fund — Int/Div
Fidelity New Markets Income Mutual Fund — Int/Div
Fidelity Small Cap Independence Mutual Fund — Int/Div
Fidelity Small Cap Stock Mutual Fund — Int/Div
Fidelity Capital & Income Mutual Fund — Int/Div
Fidelity Contrafund Mutual Fund — Int/Div
Fidelity Mid Cap Growth Mutual Fund — Int/Div
Fidelity Real Estate Investments Mutual Fund — Int/Div — Buy
Fidelity Balanced Mutual Fund — Int/Div
Fidelity Low-Priced Stock Mutual Fund — Int/Div
Fidelity Strategic Income Mutual Fund — Int/Div
Fidelity Dividend Growth Mutual Fund — Int/Div
Fidelity Leveraged Company Stock Mutual Fund — Int/Div
Fidelity Select Technology Mutual Fund — None — sold
Fidelity Export & Multinational Mutual Fund — Int/Div
Fidelity Value Mutual Fund — Int/Div
American Balanced Class C Mutual Fund — Int/Div
Calamos Growth Fund Class C Mutual Fund — Int/Div
American Growth Fund of America Class C Mutual Fund — Int/Div
Vanguard Index Trust S&P Port Mutual Fund — Int/Div
Fidelity Cash Reserves — Int/Div
FIDELITY INVESTMENTS IRA
Fidelity Cash Reserves — Int/Div
Microsoft Corp. Common Stock — Int/Div
Fidelity Intl Small Cap Opp Fund — Int/Div
Fidelity Diversified International Fund Mutual Fund — Int/Div
Fidelity New Markets Income Mutual Fund — Int/Div
Fidelity Small Cap Stock Mutual Fund — Int/Div
Fidelity Capital & Income Mutual Fund — Int/Div
Fidelity Capital Appreciation Mutual Fund — Int/Div
Fidelity Large Cap Value Mutual Fund — Int/Div
Fidelity Real Estate Investment Mutual Fund — Int/Div — Buy
Fidelity Total Bond Mutual Fund — Int/Div
Fidelity Balanced Mutual Fund — Int/Div
Fidelity Leveraged Company Stock Mutual Fund — Int/Div
Fidelity Select Technology Mutual Fund — None
Fidelity Select Health Care Mutual Fund — Int/Div
Fidelity Select Electronics Mutual Fund — Int/Div — Sold
Oakmark Select Mutual Fund — Int/Div
Vanguard Growth Index Mutual Fund — Int/Div
SMITH BARNEY
Aim Equity - Constellation Mutual Fund — None
Calamos Growth Fund — Int/Div
Ltd. Partner, Deming & Ass., Roswell, NM (HUD Project) — None
Ltd. Partner, Deming Apartments, LLC (X) — None
MassMutual: GP Life at 69 — Int/Div
MassMutual: Whole Life — None
CBSS, LLC (Purchased 2-23-06, $29,000) — 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 — Int/Div
Fidelity Total Bond Mutual Fund — Int/Div
Oakmark Select Mutual Fund — Int/Div
Spouse's income — 2007 — Winston & Cashatt Law Firm, Salary
Page 4, Lines 11 - 15, and Page 5, Lines 18 - 19: Equal monthly contributions are made to these three 529 education accounts.

ASSETS PREVIOUSLY LISTED THAT ARE NOT LISTED IN THE 2007 FINANCIAL DISCLOSURE:

National Securities Corporation (Montana Precision Mining Ltd. Common Stock) is below the reporting threshold.

threshold.

In FIDELITY INVESTMENTS IRA: LMP Cap & Income Fd Inc. COM Mutual Fund and MPM Technologies Inc. New Common Stock are below the reporting

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25170. Public record. Not legal advice.