# Allyson Kay Duncan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/2936

## Record

- **Judge:** Allyson Kay Duncan
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 11

## Text

RII] — Sold
EEMV — Int/Div — Buy
North State Bancorp, Common — None
Ameriprise MM — Int/Div
Riversource Life Insurance Co-Immediate Annuity — None
Amerprise Brokerage Acct #1
Ameriprise MM — Interest
DLHAX — None — Sold
HLMGX — None — Sold
ETAGX — Int/Div
GHAAX — None — Sold
SGENX — None — Sold
SGENX — Int/Div — Buy
SGENX — Sold (part)
SGENX — Sold (part)
SGENX — Buy (add'l)
BNDX — Int/Div — Buy
BNDX — Sold (part)
BNDX — Int/Div — Buy
BNDX — Sold (part)
BNDX — None — Buy
BNDX — Sold
EEMV — Int/Div — Buy
EEMV — Int/Div — Buy
EEMV — Sold
EEMV — Buy (add'l)
EEMV — Int/Div — Buy
EEMV — Sold
EEMV — Buy (add'l)
EEMV — Int/Div — Buy
RII] — Int/Div — Buy
RII] — Sold
RII] — Int/Div — Buy
JUNK — Int/Div — Buy
JUNK — Sold
JUNK — Int/Div — Buy
PTLAX — Int/Div — Buy
PTLAX — Sold
PTLAX — Int/Div — Buy
PTLAX — Sold
PTLAX — Buy
PTLAX — Sold
SPLV — Int/Div — Buy
SPLV — Sold (part)
TPINX — Int/Div — Buy
TPINX — Sold
TPINX — Int/Div — Buy
TPINX — Sold
TPINX — Int/Div — Buy
VNOQ — Sold
VNOQ — Int/Div — Buy
VNOQ — Int/Div — Buy
VNOQ — Buy
VNOQ — Sold
VNOQ — Int/Div — Buy
VNOQ — Buy (add'l)
VNOQ — Sold
XLLU — Int/Div — Buy
XLLU — Sold
IRA]
Ameriprise MM — None
Natixis Funds Gateway GATEX — Int/Div — Sold
MFS Value Fund MEIAX — Int/Div — Sold
ETAGX — Int/Div
Oppenheimer Developing Markets ODMAX — None — Sold
Pimco Total Return Fund PTTDX — Int/Div — Sold
Virtus Real Estate Fund PHRAX — Int/Div — Sold
Virtus Foreign Opportumties Fund JVIAX — None — Sold
Wells Growth A SGRAX — None — Sold
Wells Growth A SGRAX — Int/Div — Sold
Wells Growth A SGRAX — Int/Div — Sold
BKLN — Int/Div — Sold
BKLN — None — Sold
BKLN — Int/Div — Sold
SGENX — None — Sold
SGENX — Int/Div — Buy
SGENX — Int/Div — Buy
EEMV — Int/Div — Buy
EEMV — Int/Div — Buy
EEMV — Int/Div — Buy
EEMV — Sold
EEMV — Buy
EEMV — Int/Div — Buy
EEMV — Int/Div — Buy
SPLV — Int/Div — Buy
SPLV — Int/Div — Buy
SPLV — Int/Div — Buy
SPLV — Sold
SPLV — Int/Div — Buy
SPLV — Sold
SPLV — Int/Div — Buy
SPLV — Sold
AFLAC Common — Int/Div
Duke Energy Common — None — Sold
Dupree NC Tax Free Short to Medium Series — Int/Div
North State Bank Accounts — Interest
Spectra Energy Corp — None — Sold
Gift — Susman Godfrey, LLP — Legal Services — $6,466.00
Income — 2014 — Duke University - Trustee — S4.500.00
Income — 2014 — State Employees Retirement System of NC — $17,597.00
Income — 2004 — Consolidated Judicial Retirement System of NC — $2511.00
Spouse's income — 2014 — National Center for State Courts - Wages
Spouse's income — 2014 — Self-Employed Attorney
Part V Gifts - | was one of 7 named plantiffs m Barker et al v. United States, Case No. 1:12-cv-00826 (Fed. Cl.) brought to challenge the denial of Article 111

judges’ cost-of-living adjustments (COLAs) over multiple years. Attorneys fees and costs were expended between November 2012 through December 31, 2014 in

the total amount of $193,078.35 on a pro bono basis by the law firm of Susman Godfrey, LLP, 1201 Third Avenue, Suite 3800, Seattle, WA 98101 who served as

plantiffs’ counsel without compensation or reimbursement from me or the other plantiffs.

Explanation of Amended 2014 Form AO 10:

Part VII -

Line 1, North State Bancorp, Common - the value of the investment actually owned was determined to be greater than originally reported. Column C1 has been

updated to reflect the change.

Response to Letter of Inquiry:

Oppenheimer Strategic Income Fund - This asset was sold in full during 2013 and full disposal should have been reflected on the 2013 report. There is nothing to

report in 2014.

Neuberger Berman - Guardian Fund Investor Class - This asset was sold prior to 2014, There is nothing to report in 2014,

IRA #2 - NC Stable Value 401K - This is a retirement account owned solely by Jl who has declined to provide information related to any financial

reporting requirements. Therefore, no mformation has been listed.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/2936. Public record. Not legal advice.
