# Steven Daniel Grimberg

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/30798

## Record

- **Judge:** Steven Daniel Grimberg
- **Year:** 2019
- **Pages:** 9

## Text

IRA/SEP (H)
First Citizen Bank cash accounts — Interest
401K #1 (H)
Voya Target Solution 2060 — Int./Div.
IRA #1 (H)
Fidelity Government Cash Reserves — Dividend
Baird Aggregate Bond Fund Instl — Dividend
Broadview Opportunity Fund — Dividend — Merged (with line 20)
Credit Suisse Commd Rtrn Strtgy Instl Sh — Dividend
Janus Henderson Flexible Bond I — Dividend
John Hancock Disciplined Value I — Dividend
Longleaf Partners — Dividend
Amg Managers Montag & Caldwell Growth I — None
Northern Small Cap Value — Dividend
Oakmark Intl Advisor Fund — Dividend
Primecap Odyssey Growth Fund — Dividend
T Rowe Price Emerg Markets Stock Fund I — Dividend
Pimpco Total Return Instl — Dividend
WCM Focused Intl Growth Fund Instl — Dividend
Voya Global Real Estate Class W — Dividend — Sold
Madison Small Cap Fund Cl Y — Dividend
401K #2 (H)
Voya: Bond Fund — Interest
Voya: S&P 500 Index Fund — Dividend
Voya: US Structured Research Strat — Dividend
Russell Large Cap Value Index — Dividend
Russell Large Cap Growth Index — Dividend
Russell Small Cap Index — Dividend
Voya: Euro Pacific Growth Fund — Dividend
Voya EAFE Stock Index — Dividend
IRA #2 (H)
Fidelity Government Cash Reserves — Dividend
Baird Aggregate Bond Fund Instl — Dividend
Broadview Opportunity Fund — Dividend — Merged (with line 45)
Credit Suisse Commd Rtrn Strtgy Instl Sh — Dividend
Harbor Cap App Inst — Dividend
Janus Henderson Flexible Bond I — Dividend
John Hancock Disciplined Value I — Dividend
Longleaf Partners — Dividend
Northern Small Cap Value — Dividend
Oakmark Intl Advisor Fund — Dividend
Primecap Odyssey Growth Fund — Dividend
T Rowe Price Emerg Markets Stock Fund I — Dividend
Pimpco Total Return Instl — Dividend
WCM Focused Intl Growth Fund Instl — Dividend
Madison Small Cap Fund CL Y — Dividend
American Funds: American High-Income Trust Fund — Dividend
American Funds: EuroPacfic Growth Fund — Dividend
American Funds: The Growth Fund of America — Dividend
American Funds: Smallcap World Fund — Dividend
Georgia Path2College 529 Plan #1: Aggressive Managed Alloc Option 9-10 — None
Georgia Path2College 529 Plan #2: Aggressive Managed Alloc Option 5-8 — None
Managing Director, General Counsel-Americas, Nardello & Co.
Team Leader, Emory University School of Law, Kessler Eidson Trial Techniques Program
Offcer (President, Past President), Lamar Inn of Court
Director, Timber Ridge Elementary Foundation
Liability — First Citizens Bank — Co-signer on line of credit secured by real property (not primary residence)
Liability — Integrity Restoration and Remodeling Contractors, LLC — Home renovation contractor
Income — 2019 — Nardello & Co. - wages and bonus — $346,931.00
Income — 2019 — Emory University School of Law - wages — $3,500.00
Spouse's income — 2019 — Booz Allen Hamilton, Inc. - wages

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/30798. Public record. Not legal advice.
