# John A. Houston > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/26028 ## Record - **Judge:** John A. Houston - **Year:** 2007 - **Pages:** 9 ## Text Rental Property(1), Birmingham, AL — Rent — Sell — Brooks Rental Property (2), San Diego County, CA — Rent San Diego Gas & Electric (Sempra) — Int/Div San Diego Gas & Electric (Sempra) — Int/Div Oppenheimer Capital Appreciation Mutual Fund- IRA — Int/Div Oppenheimer Capital Appreciation Mutual Fund - IRA — Int/Div Fidelity Funds - IRA — Int/Div Fidelity Discovery Fund — Int/Div Fidelity New Markets Fund — Int/Div Trust — Int/Div McDonalds Common Stock — Sold AT&T (Common Stock) — Sold Alcoa (Common Stock) — Sold Merck (Common Stock) — Sold Coca-Cola (Common Stock) — Sold Goodyear (Common Stock) — Sold 3M (Common Stock) — Sold Caterpillar (Common Stock) — Sold CenterPoint Energy (Formerly Houston Ind) (Common Stock) — Sold Time Warner (Common Stock) — Sold Janus Mercury Fund (Mutual Fund) — Sold Microsoft (Common Stock) — Sold Leap Wireless Communications (Common Stock) Home Depot (Common Stock) — Sold Qualcomm (common stock) — Sold Nuveen Limited Term Municipal Bond Fund — Interest MSDW Dividend Growth Securities Fund — Int/Div MSDW California Tax-Free Income Fund — Interest AIM Advisor Real Estate Fund — Int/Div Eaton Vance WW Health Sciences Fund — Int/Div Eaton Vance Taz Managed Growth Fund — Int/Div Franklin Calif Trax Free Income Fund — Interest MFS MidCap Growth Fund — Int/Div Putnam Rsearch Fund — Int/Div Putnam Intemational Voyager Fund — Int/Div Sentinel Small Cap Companies Fund — Int/Div Reserve Primary Fund Class R — Int/Div Lord Abbet Mid Cap Val Class C — Distribution MEFS Val Class B — Int/Div MEFS Value Class C — Int/Div American AMCAP Class C — Distribution John Hancock US Glob Leaders Growth Class C — Int/Div Putnam Tax Smart Equity Class B — Int/Div Delaware Tax-Free California Class B — Interest Sisters Investing N Securi ties(SIS)(Investment Club) — Int/Div — Liquidation Apple (Common Stock) Harley Davidson (Common Stock) Limited, Inc. (Formerly Intimate Brands (Common Stock) Qualcomm (Common Stock) Tricon Global (Common Stock) Leap Wireless (Common Stock)" (X)" America On Line (Common Stock) Walt Disney (Common Stock) Cisco Microsoft Putnam Voyager Mutual Fund Southwest Airlines General Electric Phizer, Inc Amylin Pharmaceutical Phoenix Mutual Funds- Simple-IRA — Int/Div Phoenix Strategic Theme Class B Real Property (3), Birmingham, AL — None — Buy — of America Co-Trustee, Trust Liability — Wells Fargo Bank — Mortgage - Investment Real Property Liability — Pentagon Federal Credit Union — Credit Card Liability — Citibank — Credit Card Liability — Chase (Formally Bank One) — Credit Card Liability — Pentagonfederal Credit Union — Mortgage- Rental Property - Birmingham,Al (Cntd Part 8 Liability — Chase Gold — Credit Card Spouse's income — Self Employed (consultant/clinical psychologist) Spouse's income — 3 — Center For Creative Leadership, La Jolla ,CA Spouse's income — 5. — Alliant International University, San Diego, CA Partt VII. Item 1. Columns D(2) and (5): The exact date of sale and the purchaser is unknowmn to me at this time. | have included the name of my real estate agent in Birmingham, AL who I have not been able to contact. Note: My personal residence and its contents, including records of this transaction, were totally destroyed in the October 22, 2007 San Diego wildfires. My recent efforts to obtain thiis data have not been successful. Item 10 Trust. All assets sold/liquidatd in the fall of 2007, except Nuveen (#48) and Leap Wireless (#23)., the latter reportedly having no value. Items 25 (Phoenix Strategic Equity Opportunity - Class B) and 26 (Phoenix Seneca Strategic Thene - Class B) are not assets of the trust but IRA assets. Items 25 -28, inclusive identified in the 2006 report [Phoenix Strategic Equity Opportunity - Class B, Phoenix Seneca Srategic Theme - Class B, Reynolds Mutual Fund and Legg Mason Value Focus Mutual Fund, respectively].. Those items have NOT been included in this report in that thery are owned and have always been owned by The assets were derived from his individual income and I do not derive or expect to derive any benefit from them. While 1 controlled the assets to an extent and provided direction and guidance with respect to the investments when he was younger, 1 no longer exercise any control over the assets, and have not done so for the last few years. I believe the assets should have been deleted fron this disclosure a few years ago and I inadvertently failed to delete them. Items 25 (Qualcomm) and 26 (Nuveen) in this report, which were items 47 and 48 respectively, in the 2006 report.. These assets were inadvertently separated from the Trust assets that begin at Item 10 in the 2006 reporting period. I have placed them under the trust assets in this report. Item 45 (SIS Investment Club)in this report, which was item 49 in the 2006 report. The investment club was disbanded by mutual agreement and all assets (# 50 - 66) sold in August 2007. Item 65 (Real Property) was purchased at a foreclosure sale for $45,000. The Wells Fargo loan (Part V1.) is secured by this property. 1am not certain who the sellar was. My recollection is that the seller was Bank of America. I recall it tooka couple of months to obtain the deed as there was confusion by title company as to who needed to sign. The note under item 1 is applicable here. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/26028. Public record. Not legal advice.