# Sidney Allen Fitzwater

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/25857

## Record

- **Judge:** Sidney Allen Fitzwater
- **Year:** 2005
- **Pages:** 7

## Text

U.S. Series EE Bond — None
Washington Mutual Investors Fund (1984 IRA-Mutual Fund) — Int/Div
Exxon Mobil Corp. Common Stock — Int/Div — Sell
American Century Income & Growth Fund — Int/Div
Coca Cola Co. Common Stock — Int/Div — Sell — note in Part VIII
UBS Bank USA Deposit Acct — Interest
3M Corp. Common Stock — Int/Div
J.P. Morgan Chase & Co. Common Stock — Int/Div
Trust # 2 (Nos. 10-17) (See Part VIII) — Int/Div
UBS Resource Mgmt. Acct (Money Market Portfolio)
Calamos Growth Fund
Lord Abbett Affiliated Fund
MFS Research Bond Fund — part
UBS U.S. Allocation Fund — Sell
Calamos Growth and Income Fund
UBS Global Allocation Fund — Buy
Calamos Growth and Income Fund (See Part VIII) — Int/Div
Lord Abbett Affiliated Fund (See Part VII — Int/Div
Lord Abbett All Value Fund (See Part VII) — Int/Div
MFS Research Bond Fund (See Part VIII) — Int/Div
UBS S&P 500 Index Fund — Sell
UBS Global Allocation Fund (See Part VIII) — Int/Div — Buy
UBS Global Allocation Fund (See Part VIII) — part
2., ron ~~ fC
Reimbursement — The Freedom Forum, Arlington, VA (First Amendment Center, Inc Nashville. TN) — Feb. 24-25, Nashville, TN (airfare, hotel, transportation, food) to judge First Amendment Center at Vanderbilt moot court competition
Spouse's income — Jan. 2005 — Self-employed seasonal sales assistance
Spouse's income — June 2005 — Self-employed seasonal sales assistance
Part VII (Items omitted from 2005 Financial Disclosure Report that were included in 2004 Financial Disclosure Report)

Item Nos. 3 (one bond), S, 7, 10, and 23 reported in my 2004 Financial Disclosure Report do not have corresponding entries in my 2005 Financial Disclosure

Report because these assets are no longer reportable.

Additionally, item No. 24 in my 2004 Financial Disclosure Report is no longer reportable because the asset income and value declined below the reporting

threshold.

Part VII, Item No. 1

In column D(4) the "gain" equals the accrued interest paid at the time the bond was redeemed. Were the "gain" reported in column B(1) as interest income, the

amount code would be the same, and column B(2) would change from "None" to "Interest."

Part VII, Item No. 6

Column D(4) is left blank because this asset was sold at a loss.

Part VII, Item Nos. 10-17 (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).

Part VII, Item Nos. 18, 19, 20, 21, and 23

The type of income disclosed for these assets is "Dividend." The form doesnot allow the filer to report multiple types of income. These funds include income in

the form of dividends and/or capital gains eammed 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/25857. Public record. Not legal advice.