# Janice M. Stewart > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/2895 ## Record - **Judge:** Janice M. Stewart - **Year:** 2015 - **Report type:** Annual - **Pages:** 13 ## Text ALCOA INC COCA COLA CO. BROKERAGE ACCOUNT # 1 (H): BP AMOCO PLC ADS — Int/Div BRISTOL MYERS SOLIBB — Int/Div GOLDMAN SACHS — Int/Div INTEL CORP — Int/Div IBM CORP — Int/Div MERCK & CO — Int/Div MICROSOFT — Int/Div SPDR TRUST — Int/Div MS ACTIVE ASSETS TAX FR TRUST — Int/Div VANGUARD MID-CAP ETF INDEX — Int/Div VANGUARD S&P 500 — Int/Div VANGUARD FTSE EMERGING MARKETS — Interest VANGUARD TOTAL STK MKTETF — Int/Div NEW ALTERNATIVES FUND. INC — Int/Div IRA ACCOUNT #2 (H): — Int/Div ALPS ETF TR ALERIAN MLP ETF — Sold ISHARES S&P 500 INDEX — Sold (part) ISHARES TRUST MSCI1 — Buy ISHARES TR FLOATING RATEBD LTF — Buy VANGUARD INTL EQUITY INDEX FDS MSC1 — Sold (part) VANGUARD INDEX MID CAP — Sold (part) VANGUARD INDEX SMALL CAP — Buy (add'l) FIDELITY NEW MARKETS INCOME — Sold (part) FIDELITY STRATEGIC INCOME — Sold (part) FIDELITY TOTAL BOND — Buy FDIC INSURED DEPOSIT at Fifth Third Bank mmm IRA #1 (H): SPDR DJIA TRUST — Int/Div SPDR TRUST SERIES 1 — Int/Div VANGUARD S&P S00 ETF — Int/Div mm IRA #4 H): — Int/Div MCEWEN GISVOLD LLP 401K pmmmmmmmn TRUST # 1 (H): — Int/Div ML BANK US TREASLRY BONDS AT&T INC ALCATEL-LUCENT COMCAST CORP EXELON CORP EXXON MOBIL CORP FAIRPOINT COMMUNICATIONS. INC FRONTIER COMMUNICATIONS. INC IMATION CORP 3M COMPANY PITNEY BOWES PFIZER VANGUARD SHORT TERM INV GRADE VERIZON COMMUNICATIONS mmm TRUST # 2 (H): — Int./hv ML BANK JUS TREASLRY BONDS AND NOTES FAIRPOINT COMMUNICATIONS. INC FRONTIER COMMUNICATIONS. INC GENERAL ELECTRIC CO. CANVESCO 1320 DIV SUS PORT (X) — Sold JP MORGAN CHASE & CO MERCK & CO, INC 3M COMPANY PROCTOR & GAMBLE CO. VANGUAD SMALL CAP FUND VANGUARD MID CAP FUND VANGUARD TOTAL STK MKT VANGUARD SOO INDEX FUND VERIZON COMMUNICATIONS HILLCORP — Rovalty pm TRUST #3 (H) — Int/Div US TREASLRY NOTES ML BANK US TREASLRY BONDS AT&T INC CCOLGATE-PALMOLIVE CO. DOW CHEMICAL CO EXPRESS SCRIPTS HOLDING EXXON MOBILE CORP GENERAL ELECTRIC CO. HANES BRANDS INC INVESCO 1320 DIV END — Sold JSHARES MSCI PACIFIC ISHARES TR DJ SEL DIV INX ISHARES iBOXXS JP MORGAN CHASE & CO MERCK & CO... INC PFIZER INC PLUM CREEK TIMBER CO. PROCTOR & GAMBLE CO. TECK RESOURCESLTD TRAVELERS COS. INC UNION PAC CORP VANGUARD SMALL CAP FUND VANGUARD MID CAP FUND VANGUARD TOTAL STK MKT — Buy EE TRUST 24 (H): — Int/Div ML BANK DEPOSIT PROGRAM JUS TREASLRY NOTES — Interest US TREASLRY BONDS — Interest INVESCO 1320 DIV SUS PORT (X) — Sold VANGUARD SMALL CAP FUND VANGUARD MID CAP FUND VANGUARD TOTAL STK MKT — Buy pon TRUST #5 (H): — Int/Div ML BANK BRISTOL MYERS SQUIBB CO CVS HEALTH CORP INT'L PAPER CO. — Sold INVESCO 1320 DIV SUS PORT — Sold (part) IM. SMUCKER CO PEPSICO, INC US TREASLRY BONDS VANGUARD S00 INDEX FUND VANGUAARD INTERIM TERM TREASY — Sold VANGUARD MID-CAP VANGUARD SMAL-CAP VANGUARD TOTAL STK MKT VERIZON CORP — Sold YUM BRANDS. INC KEY BANK OF OREGON ACCOUNT — Interest RAINCLOUD TREE FARM — Reat RENTAL PROPERTY # 1, PORTLAND. OR (2006, S3I80.000) — Rent RENTAL PROPERTY #2, PORTLAND, OR (2008, 42 8% int. S132.680) — Rent pn GLADSTONE, LLC — Rent mmm OVERTON, LLC — Rent PERSONAL LOAN TO GEORGE MCCLEARY - NOTE RECEIVABLE — Interest PERSONAL LOAN TO GEORGE MCCLEARY - NOTE RECEIVABLE — Interest MEMBER, pn GLADSTONE, LLC MEMBER, pn OVERTON, LLC Liability — USBANK — GUARANTY FOR MORTGAGE HELD BY mmm GLADSTONE LLC (Part VII, line 168 ) Liability — US BANK — GUARANTY FOR MORTGAGE HELD BY mmm OVERTON, LLC (Part VIL, line 169) VIL Line 34: Js Trust #1: J is 1/3 income beneficiary. Trustees are S000 and Thomas A. Allen (Philadelphia, PA). VIL Line 50: 00 Trust #2: [0 is sole income beneficiary and became trustee in 1997. Assets include a 1/72 interest in a mineral lease, Point Coupee Parish, LA. The lessee is BP Amoco (fka Chevron). The valuation is an estimate obtained from a valuation on a deceased beneficiary's interest for estate purposes in 1998. VIL Line 68: J Trust #3: [000 is 1/3 income beneficiary. Trustee is Thomas A. Allen (Philadelphia, PA). VIL Line 97 : [0 Trust #4: S000 is 1/3 income beneficiary. Trustees are S00 and Thomas A. Allen (Phildelphia, PA). VIL Line 105: © Trust #5; Created 4/16/07 from estate of SU. [0 is 1/3 income beneficiary. Trustees are JU Thomas A. Allen (Philadelphis, PA), and Ann Jobling Allen (Louisville, KY). . VII, Line 123: Raincloud Tree Farm consists of real property (120 acres of timber property and rental houses in Clackamas County, Oregon) previously held in trust. Reporting person holds 2/3 (passive) partnership interest which was converted to tenancy in common 08/21/14. The value of that interest is estimated based on timber and property appraisals dated 11/9/94 and 1/23/95, as well as updated appraisals in 11/97, 12/98, 12/00, 12/02, and 12/04. VIL Line 1265 Gladstone, LLC, owns rental property located in Portland, Oregon; purchased 2/3 interest 8/7/2009 for $696,600. VIL Line 127: £1 Overton, LLC, owns rental property located in Portland, Oregon; purchased 75% interest 5/30/2013 for $808,257. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/2895. Public record. Not legal advice.