# Jeffrey James Helmick > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/28927 ## Record - **Judge:** Jeffrey James Helmick - **Year:** 2016 - **Report type:** Annual - **Pages:** 12 ## Text Trust #1 (H) Apple Inc. Stock — Int/Div Aston/Fairpointe Mid Cap Fund — Int/Div — Sold Colgate Palmolive Co. Stock — Int/Div ConocoPhillips Stock — Int/Div — Sold Cullen High Dividend Equity Fund — Int/Div — Buy Dodge & Cox Int'l Stock Fund — Int/Div Doubleline Total Return Bond Fd *NEW* — Int/Div — Buy Google, Inc. Stock Class A (Alphabet Inc) — None Google, Inc. Stock Class C (Alphabet Inc) — None — Sold Intel Corp. — Int/Div iShares Core MSC EAFE ETF — Int/Div — Sold (part) iShares Core S&P SMALL-CAP ETF — Int/Div — Buy iShares Core S&P MID-CAP ETF — Int./y — Buy iShares Core S&P S00 ETF — Ine Johnson & Johnson Stock — Int/Div — Sold JP Morgan US Equity Fund — Int/Div — Buy Neuberger Berman Emerg Mkts Eqty — Int/Div Parker Hannifin Corp. Stock — Int/Div — Sold Pepsico Inc. Stock — Int/Div — Sold Riverpark/Wedgewood Fund — Int/Div United Technologies Corp. Stock — Int/Div — Sold Vanguard Emerging Markets Fund — Int/Div — Sold (part) Westen Asset Core Plus Bond — Int/Div — Buy KT Short Term Tax-Free Fund — Int/Div — Sold (part) KT Short Term Tax-Free Fund — Buy (add'l) KT Short Term Tax-Free Fund — Sold (part) KT Short Term Deposit/Investment Fund — Int/Div IRAZI (HY Merrill Lynch Cash/Money Account aka Bank of America NA RASP — Int/Div Alcatel Lucent Stock — None Time Inc. Stock — Int/Div Time Warner Inc. Stock — Int/Div Charter Commumications Inc {formerly Time Warmer Cable Inc. Stock) — Int/Div Deferred Compensation #1 (H) Ohio DC Intermediate Bond — Int/Div Ohio DC Stable Value Option — Int/Div Dodge & Cox Stock Fund — Int/Div Fidelity Contrafund CP (Formerly Fidelity Contrafund) — Int/Div FPA Capital Stock Fund — Int/Div Vanguard Capital Opportunity Stock Fund — Int/Div MetLife Whole Life (H) — Int Morgan Stanley (H) 3M Company Stock (X) — Int/Div Adient Plc Com Stock {distribution from nx — istmbution — Sold Advansix Inc Stock (distribution from Honeywell) (X) — Distribution — Sold Amazon Com Inc Stock (X) — Int/Div American Water Works Co Stock (X) — Int/Div AMG Mngrs Fairpointe MDCP (X ) — Int/Div AT&T Inc Stock (X) — Int/Div Bank of Hawaii Corp Stock (X) — Int/Div Chevron Corp (X) — Int/Div Cincinnati Financial Ohio Stock (X) — Int/Div Cisco Sys Inc Stock (X) — Int/Div CME Group Inc Stock (X) — Int/Div Columbus Ohio ‘city Sch Dist Sch Facs (X) — Interest — Sold Comcast Corp (New) Class A Stock (X) — Int/Div ConocoPhillips Stock (X) — Int/Div Dow Chemical Co Stock (X) — Int/Div Fairfield Ohio Var Purp Genl Oblig Ref-b xX) — Interest — Sold Fremont Ohio City Sch Dist Sch Facs Cnstr & Tmpt Ser-b (X) — Int/Div General Electric Co Stock (X) — Int/Div GlaxoSmithKline PLC ADS Stock (X) — Int/Div Hamilton Ohio Elec Reva (X) — Interest — Sold Harbor Intl Inst (X) — hy Hilliard Ohio Sch Dist Sch Impt Sera (X) — Int/Div Honeywell Intl Inc Stock (X) — Int/Div Huber Heights Ohio City Sch Dist (X) — Int/Div Intel Corp Stock (X) — Int/Div iShares Core MSCI1 EAFE ETF (X) — Int/Div iShares Russell MID-CAP ETF (X) — Int/Div Johnson & Johnson Stock (X) — Int/Div — Sold Johnson Controls Inc Stock (X) — Int/Div — Redeemed Johnson Controls Intl Stock {(X) — Int/Div — from line 73) JPMorgan Chase & Co Stock (X) — Int/Div Kraft Heinz Co Stock (X) — Int/Div Lorain Cnty Ohio Swr Ss lmpt Genl Oblig XxX) — Int/Div Lyondellbasell NV Stock (X) — Int/Div McDonalds Corp Stock (X) — Int/Div Medtronic PLC SHS Stock (X) — Int/Div MetLife Inc Stock (X) — Int/Div Miamisburg Ohio Genl Oblig Ref (X) — Int/Div Microsoft Corp Stock (X) — Int/Div Muskingum Cnty Ohio Cnty Facs Ref (X) — Int/Div Neuberger Berman Em/MK Eq Inst (X) — Int/Div New York Community Bancorp Inc Stock (xX) — Int/Div Ohio St(X) — Int/Div Ohio St Bldg Auth Facs Juvenile Correctional Rev Ref-b (X) — Int/Div Ohio St Bldg Auth Facs Adult Corr Bldg Fd Prog Reva (X) — Int/Div Ohio St Mental Health Cap Facs (X) — Int/Div Ohio St Univ Gen Repts-a (X) — Int Oracle Corp Stock (X) — Int/Div Pepsico Inc NC Stock (X) — Int/Div Pfizer Inc Stock (X) — Int/Div Phillip Morns Intl Inc Stock (X) — Int/Div PNC Finl Sves GP Stock (X) — Int/Div Republic Services Inc Stock (X) — Int/Div Rockwell Automation Inc Stock (X) — Int/Div Royce Premier Inv (X) — None S & P 500 Index Fund (X) — Int/Div Sherwin Williams Co Ohio Stock (X) — Int/Div Strongsville Ohio Ltd Genl Oblig (X) — Int/Div Target Corp Stock (X) — Int/Div United Technologies Corp Stock (X) — Int/Div Verizon Communications Stock (X) — Int/Div Wells Fargo & Co NEW Stock (X) — Int/Div Welltower Inc Stock (X) — Int/Div Western Reserve Ohio Loc Sch Dist Mahoni (X) — Int./y Fifth Thid Bank Cash Account (HY (Y) President, Board of Trustees Liability — American Express (Y) — Credit Card Liability — Discovery) — Credit Card Regarding “Trust #17, the first listing in Part VII, my wife 1s the sole beneficiary of the trust. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28927. Public record. Not legal advice.