# Susan C. Bucklew

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/27517

## Record

- **Judge:** Susan C. Bucklew
- **Year:** 2008
- **Pages:** 9

## Text

IRA — Int/Div
Janus INVT FD Mid Cap Value FD IN STL SHS — Sold
Julius Baer INVT FDS INTL Equity FD CL.1 — Sold
Wt Mut Fd CRM Mid Cap Value FD IN STL — Sold
Blackrock Funds Large Cap Value FD CL A — Sold
Kinetics Paradigm Fund-Inst — Sold
Baron Select Fds Baron Partners FD — Sold
Bridgeway FD INC Ultra-Small Co Tax Adv — Sold
Diamond Hill Funds Small Cap Fd CL A — Sold
Dodge & Cox Intl Stock Fund — Sold
Goldman Sachs TR FINL Square MMKT FD CL-1 — Sold
Hotchkis & Wiley Core Value FD CL-I — Sold
Keeley Small Cap VALU Fund Class A — Sold
Munder Midcap Core Growth FD Class Y — Sold
Nuveen Tradewinds Intl Nuveen Internati onal Vulue FACL R — Sold
Nationwide Mut FDS Small Cap FD CL A — Sold
RS Invt TR Global Natural Res FD Class A — Sold
Sunamerica Funds Focused Small Cap Gro ‘wth Portfolio Class A — Sold
SSGA FDS International Stock Sel — Sold
Touchstone Inst] FDS TR Sands Cap Instl Growth — Sold
Wells Fargo Advantage Endeavor Select Fund CL-1 — Sold
Franklin Templeton Founding FD Allolca ion FundCL A — Buy
Hartford Checks and Balances Fund CL A — Buy
Director-stockholder, Cawthon Oil Company
5., & — Ea on EA ot ———- w= EE
Agreement — 8/1/1996 — State of Florida--Retirement
Liability — Suncoast Schools Credit Union — Credit Card
Liability — American Express — Credit Card
Income — 2008 — State of Florida---Division of Retirement — $38,841.48
PART II: The date listed is the date I began drawing retirement trom the state of Florida.

Part VII

Line |

The assessment was in 2008 and the assessed value for 2008 was $278,900.00

Part VII:

Lines 3-12 & line 58 On 2/15/2008 I rolled over my State of Florida ING Deferred Compensation Plan into an IRA at Smith Bamey. The ING funds

were liquidated by ING and then

transferred to Smith Bamey. The funds were invested in Hartford Checks and Balances Fund CL A (line 58)

Part VII

Lines 35 -57. I moved my. IRA from Wacovia to Smith Barney. The individaual funds held in the IRA were sold by my Smith Bamey broker on 4/25

and reinvested in Franklin Templeton Founding FD Allocation Fund CL A. All of the funds within the IRA that were sold were valued less at the time of sale than

when I bought them.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/27517. Public record. Not legal advice.
