# David Jason Hale

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30709

## Record

- **Judge:** David Jason Hale
- **Year:** 2019
- **Pages:** 10

## Text

First Financial Bank — Interest
Louisville Federal Credit Union (opened in 2019) — Interest
Investment Account (H)
Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Dividend — Sold (part)
Legg Mason Funds Clearbridge Dividend Strategy Fd Class I — Buy (add'l)
Virtus Funds KAR Small Cap Core Fund Class I — Dividend — Sold (part)
Virtus Funds KAR Small Cap Core Fund Class I — Buy (add'l)
Wells Fargo Cash Accounts — Interest
Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Dividend — Sold (part)
Legg Mason Funds Clearbridge Aggressive Growth Fd Class I — Buy (add'l)
Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)
Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)
Retirement Accounts (H)
Vanguard Inst'l Target Retirement 2035 Fund — Dividend
Vanguard Target Retirement 2035 Trust I — Dividend
Aberdeen Emerging Markets Fd Inst'l Class I — Dividend — Sold (part)
Aberdeen Emerging Markets Fd Inst'l Class I — Buy (add'l)
Edgewood Funds Growth Fd Inst'l Class — Dividend — Sold (part)
Edgewood Funds Growth Fd Inst'l Class — Sold (part)
Edgewood Funds Growth Fd Inst'l Class — Buy (add'l)
Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Interest — Sold (part)
Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Buy (add'l)
Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Sold (part)
Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Sold (part)
Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Sold (part)
Goldman Sachs Financial Square Treasury Instruments Fd (Money Market — Buy (add'l)
American Funds Growth Fd of America Class F-2 — Dividend — Buy (add'l)
American Funds Growth Fd of America Class F-2 — Buy (add'l)
American Funds Growth Fd of America Class F-2 — Buy (add'l)
Hartford Mutual Funds Midcap Fd — Dividend — Sold (part)
Hartford Mutual Funds Midcap Fd — Buy (add'l)
American Funds Washington Mutual Fund F2 — Dividend — Buy
American Funds Washington Mutual Fund F2 — Buy (add'l)
American Funds Washington Mutual Fund F2 — Buy (add'l)
American Funds Washington Mutual Fund F2 — Sold (part)
Lazard International Equity Portfolio Institutional Shares — Dividend — Buy (add'l)
Lazard International Equity Portfolio Institutional Shares — Sold (part)
Meridian Funds Small Cap Growth Fund — Dividend — Sold (part)
Meridian Funds Small Cap Growth Fund — Buy (add'l)
Meridian Funds Small Cap Growth Fund — Buy (add'l)
Metropolitan West Funds Total Return Bd Fd Class I — Dividend — Buy (add'l)
Metropolitan West Funds Total Return Bd Fd Class I — Buy (add'l)
Metropolitan West Funds Total Return Bd Fd Class I — Buy (add'l)
American Funds Europacific Growth Fund — Dividend — Buy (add'l)
American Funds Europacific Growth Fund — Sold (part)
Pimco Funds Emerging Markets Bd Fd Inst'l Class — Dividend
Touchstone Mid Cap Value Fd Class Y — Dividend
Dean Small Cap Value Fd Class I — Dividend — Sold (part)
Dean Small Cap Value Fd Class I — Buy (add'l)
Principal Global Real Estate Securities Fd — Dividend — Sold
Invesco Balanced Risk Commodity Strategy Fd Class Y — Dividend — Sold
Diamond Hill Funds Large Cap Fd Class 1 — Dividend — Sold
Virtus Vontobel Emerging Markets Opportunities Fund — Dividend — Sold (part)
Virtus Vontobel Emerging Markets Opportunities Fund — Buy (add'l)
Virtus Vontobel Emerging Markets Opportunities Fund — Buy (add'l)
Virtus Funds KAR Small Cap Core Fund Class 1 — Dividend — Sold (part)
Virtus Funds KAR Small Cap Core Fund Class 1 — Sold (part)
Virtus Funds KAR Small Cap Core Fund Class 1 — Sold (part)
Virtus Funds KAR Small Cap Core Fund Class 1 — Sold (part)
Virtus Funds KAR Small Cap Core Fund Class 1 — Sold (part)
Virtus Funds KAR Small Cap Core Fund Class 1 — Buy (add'l)
Blackrock Funds IShares S&P 500 Index Fd — Dividend — Sold (part)
Blackrock Funds IShares S&P 500 Index Fd — Buy (add'l)
Legg Mason Funds Clearbridge Dividend Strategy Fd Class 1 — Dividend — Sold (part)
Legg Mason Funds Clearbridge Dividend Strategy Fd Class 1 — Buy (add'l)
Legg Mason Funds Clearbridge Aggressive Growth Fd Class 1 — Dividend — Sold (part)
Legg Mason Funds Clearbridge Aggressive Growth Fd Class 1 — Buy (add'l)
Legg Mason Funds Clearbridge Appreciation Fund Class 1 — Dividend — Sold (part)
Legg Mason Funds Clearbridge Appreciation Fund Class 1 — Buy (add'l)
Wells Fargo Cash Accounts — Interest
Member, Advisory Board, Judge John G. Heyburn II Initiative for Excellence in the Federal Judiciary
Member, Board of Directors, Federal Judges Association
Liability — Transylvania University — Tuition payment plan
Spouse's income — 2019 — Baptist Health - salary

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30709. Public record. Not legal advice.