# Alan S. Trust

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/31803

## Record

- **Judge:** Alan S. Trust
- **Year:** 2019
- **Pages:** 20

## Text

BMRN — None — Sold — loss
AmeriPrise (H)
Ameriprise / Columbia Cash Mgt Accounts IDSXX — Interest
RVS Life Fixed (annuity) — Int./Div. — Redeemed (part) — fully annuitized 12.30.19
Franklin VIP Small Cap Valu (annuity) — None — Merged (with line 3)
Franklin VIP Small Cap Valu (annuity) — Redeemed (part)
Franklin VIP Small Cap Valu (annuity) — Buy (add'l) — rebalance of annuity
AB VPS Growt & Inc. (annuity) — None — Merged (with line 3)
AB VPS Growt & Inc. (annuity) — Redeemed (part)
AB VPS Growt & Inc. (annuity) — Buy (add'l) — rebalance of annuity
Am Cent VP Bal (annuity) — None — Sold — rebalace of annuiy
COL VP Dividend Opp(annuity) — None — Merged (with line 3)
COL VP Dividend Opp(annuity) — Sold (part)
COL VP Dividend Opp(annuity) — Buy — rebalance of annuity
COL VP Midcap (annuity) — None — Merged (with line 3)
COL VP Midcap (annuity) — Sold (part)
COL VP Midcap (annuity) — Buy — rebalancd of annuity
COL VP Ltd Dur (annuity) — None — Merged (with line 3)
COL VP Ltd Dur (annuity) — Sold (part)
COL VP Ltd Dur (annuity) — Buy — rebalance of annuity
Lazard GlblDyn Mlt (annuity) — None — Merged (with line 3)
Lazard GlblDyn Mlt (annuity) — Sold (part)
Lazard GlblDyn Mlt (annuity) — Buy — rebalncd of annuity
Franklin Inc VIP (anuity) — None — Merged (with line 3)
Franklin Inc VIP (anuity) — Sold (part)
Franklin Inc VIP (anuity) — Buy — rebalance of nnuity
Templeton Glbl Bond (annuity) — None — Merged (with line 3)
Templeton Glbl Bond (annuity) — Sold (part)
Templeton Glbl Bond (annuity) — Buy — rebalancd of annuity
Invesco Int' Gr Sr (annuity) — None — Sold — rebalance of annuity
Inv Opp GblStruc Fd (annuity ) — None — Sold — rebalance of annuitu
COL VP Balanced Fund (annuity) — None — Sold — rebalance of annuity
COL VP Growth — None — Sold — rebalance of annuity
Amer Cnet VP Value — None — Sold (part)
Amer Cnet VP Value — Merged (with line 3)
AVZ- A (H)
Blackrock Total Ret. (was AMP) MAHQX — Int./Div. — Sold (part)
SSTHX Wells Short Term High Yield (was AMP) — Int./Div. — Sold
Artisan High Income ARTFX — Int./Div. — Sold (part)
AB Disc Valu Adv ABYSX — None — Sold — loss
Amer Century Eq Inc. ACIIX — Int./Div. — Sold
Amer Cent Inflation Adjusted Bond AIAHX — Int./Div. — Sold (part)
AMZN — None — Sold
Artisan Global Opp ARTRX — None — Sold
Blackrock Global Div BIBDX — Int./Div. — Sold
Commerce MidCap Growth CFAGX — Int./Div. — Sold
CVS — Int./Div. — Sold
DBX ETF TR — None — Sold
Deutsche Tele AG DTEGY — None — Sold — loss
EXEL — None — Sold — loss
Fidelity Adv Growth Opp FAGCX — None — Sold
Goldman Sachs Global Inc. GBIRX — None — Sold
HD — None — Sold
Hartford Mid Cap HFMIX — None — Sold — loss
HLT — None — Sold
IShares SP MidCap IJJ — None — Sold
IShares COre S&P IJR — None — Sold
IShares US Fin IYF — Int./Div. — Sold
Janus Hend Forty JACTX — None — Sold
JNPR — None — Sold — loss
LUV — None — Sold
MFS Aggresive MIAGX — None — Sold
MFS Intl intrinsic Value MINIX — None — Sold
INvesco Opp Main Street MSIGX — None — Sold — no gain or loss reported
Nicholas II NNTWX — None — Sold
NTGR — None — Sold — loss
Wells Fargo Grwtn Bal NVGBX — None — Sold
Invesco Opp Dv Mkts ODVYX — Int./Div. — Sold — loss
Inv. Opp Global Opp OPGIX — Int./Div. — Sold — no gin or loss reported
Inv Opp Main St Mid Cap OPMSX — None — Sold — no gain or loss reported
ORCL — None — Sold
Parnussus Endeavor PARWX — None — Sold
T Rowe Price global PRGSX — Int./Div. — Sold
Invesco ETF Tr PSJ — None — Sold
Invesco QQQ Trust QQQ — None — Sold
RIO — None — Sold
DWS Emerging Mkts SEMGX — None — Sold — loss
Wells Fargo Short term High STYIX — None — Sold
TWMIX — Int./Div. — Sold
Carillion Scout Small Cap UMBHX — Int./Div. — Sold
Vanguard Star VGSTX — None — Sold
Vanguard Index Value VTV — None — Sold
ML Commerce MidCap CFAGX — Int./Div. — Sold
AVZ-A-NEW (H)
Inv. Opp DIsc ODIYX — None — Buy
AMG Times Sq Small Cap TQTIX — Int./Div. — Buy
Inv Opp Int'l Grw OIGYX — Int./Div. — Buy
Casuseway Emerg Mkts Fund CEMIX — Int./Div. — Buy
DElaware Value FUnd DDVIX — Int./Div. — Buy
DWS Enhanced Commod Strat SKIRX — Int./Div. — Buy
Emerald Growth FGROX — None — Buy
Harding Loevner Inst. Emerg Mkts HLMEX — Int./Div. — Buy
Hartford Scriders Intl MLT HFYYX — Int./Div. — Buy
Loomis Sayles Gr. LSGRX — Int./Div. — Buy
PIMCO Total ret. PTTNX — Int./Div. — Buy
ISHARES Core S&P 500 ETF IVV — Int./Div. — Buy
ISHARES CORE US AGG BOND ETF AGG — Int./Div. — Buy
ISHARES RUSSELL 2000 ETF IWM — Int./Div. — Buy
ISHARES TRUST CORE MSCI ETF IEFA — Int./Div. — Buy
ISHARES CORE MSCI EMERGING ETF IEMG — Int./Div. — Buy
MFS New DIsc Value Fund NDVIX — Int./Div. — Buy
Metropolitan West Total Ret MWTIX — Int./Div. — Buy
Principal RE SEC Inst PIREX — Int./Div. — Buy
Vanguard RE ETF VNQ — Int./Div. — Buy
Cypress Seimconducto CY — None — Sold
XTRACKERS DBEU Hedged Equity — Int./Div. — Sold
AVZ- L (H)
Inv. Opp DIsc ODIYX — Int./Div. — Buy
AMG Timesquare Int Sm TQTIX — Int./Div. — Buy
invesco Opp Int'l Growth OIGYX — None — Buy
Cayseway Emerging Mkt CEMIX — Int./Div. — Buy
Delaware Value DDVIX — Int./Div. — Buy
DWS Enhanced Comm SKIRX — Int./Div. — Buy
Harding Loevner Inst Emrg HLMEX — Int./Div. — Buy
Hartford Schroeder MLT CP HFYYX — Int./Div. — Buy
ISHARES SP 500 IVV — Int./Div. — Buy
ISHARES CORE US AGG BOND ETF AGG — Int./Div. — Buy
ISHARES RUSSELL 2000 ETF IWM — Int./Div. — Buy
ISHARES TRUST CORE MSCI ETF IEFA — Int./Div. — Buy
ISHARES CORE MSCI EMERGING ETF IEMG — Int./Div. — Buy
MFS New DIsc Value Fund NDVIX — Int./Div. — Buy
Metropolitan West Total Ret MWTIX — Int./Div. — Buy
Principal RE SEC Inst PIREX — Int./Div. — Buy
Vanguard RE ETF VNQ — Int./Div. — Buy
PIMCO Total ret. PTTNX — Int./Div. — Buy
Am Cent Eq Inc ACIIX — Int./Div. — Sold
Am Cent Sustainable AFDIX — None — Sold
Blackrock High Yield BHYIX — Int./Div. — Sold (part)
Blackrock Multi Asset BIICX — Int./Div. — Sold (part)
Goldman Int'l Eq. GCITX — None — Sold — loss
Hartfod Mid Cap HFMIX — None — Sold
Voya Strategic IISIX — Int./Div. — Sold (part)
IShares Core S&P IJH — None — Sold
JP Morgan Growth JGASX — None — Sold
MFS Intl Int. MINIX — None — Sold
MFS MA Inv. MITIX — Int./Div. — Sold
Trans Amer Bond TFXIX — Int./Div. — Sold
DWS Golbal Infr TOLSX — Int./Div. — Sold
Amer Century Ultra TWCUX — None — Sold
Amer Cent Eq Inc. TWEIX — Int./Div. — Sold
Loomis Sayles Gr. LSGRX — Int./Div. — Buy
Emerald Growth FGROX — None — Buy
Vanguard Sector VFH — None — Sold
Vanguard Index MidCap VO — None — Sold
Vanguard Index SP 500 VOO — None — Sold
Vanguard Target 2030 VTHRX — None — Sold
Vanguard Intl Value VTRIX — None — Sold
Vanmguard Target 2025 VTTVX — None — Sold
Vanguard Index Ext VXF — None — Sold
WP Carey WPC — Int./Div. — Sold
Alliance Bernstein Disc Valaue (A IRA) — Int./Div.
Mass Mutual (H)
Mass Mutual Annuity -- MML Equity — None
MML Opp Global Strategic Income — None
Mass Mutual Annuity -- Opp Global fka Global Strategic — None
Mass Mutual Annuity -- Opp Main Street Small Cap — None
Mass Mutual Annuity -- Opp Main Street — None
Mass Mutial Oppen Discovery Midcap — None
MML US Gov't Money Market — None — Buy
MML Managed Bond — None — Buy
MML Blend — None — Buy
SCHOLARS EDGE (H)
Principal Blue Chip Portfolio — None
Aggressive Portfolio fka 100 — None — Sold (part)
Aggressive Portfolio fka 100 — Sold (part)
Moderately Agressive Portfolio nfka 80 — None — Sold (part)
Moderately Agressive Portfolio nfka 80 — Merged (with line 169)
Moderate Portfolio fka 60 — None — Sold (part)
Moderate Portfolio fka 60 — Sold (part)
Vanguard Mid Cap Indxe — None
Principal SystematEx Int'l Portfolio — None
Merrill Lynch (H)
AMD — None — Sold
AMZN — None — Sold (part)
APPL — Int./Div. — Sold (part)
APPL — Sold (part)
CUMMINS — Int./Div. — Sold — loss
CVS — Int./Div.
DIS — Int./Div.
FB — None — Sold (part) — loss
FB — Sold (part)
GOOGL — None
GRPN — None — Buy
NYT — Int./Div.
NEKTAR — None — Sold — loss
NETFLIX — None — Sold (part) — loss
NETFLIX — Sold (part) — loss
NETFLIX — Sold
ORCL — Int./Div.
QUALCOMM — Int./Div. — Sold
RIO — Int./Div.
SIEGY — Int./Div. — Sold (part) — loss
SIEGY — Sold (part) — loss
LUV — Int./Div. — Buy
LUV — Buy (add'l)
NY 529 (H)
Aggressive Growth Port. — None
Mid Cap Stock Port. — None
Small Cap Stock Port. — None
Growth port — None
Mod Growth Port — None
Conservative Growth — None — Merged (with line 204)
MISC. ASSETS (H)
Belt West Funding Corp raw land in Dallas County — None
Royal McAbee universal life insurance — None
State of Israel savings bond — Int./Div.
Energy East — Int./Div.
Justice Federal accounts — Int./Div.
Wells Fargo checking acct — Interest
US treasuries — Interest
AMERICAN GENERAL — Int./Div.
INVESCO-AL (H)
Oppenheimer Money Mkt — Int./Div.
Opp Main Street MSIGX — Int./Div. — Sold (part) — rollover
Opp Discovery OPOCX — Int./Div.
Opp Main St Mid Cap OPMSX — Int./Div. — Sold (part) — rollover
Opp Disc Mid Cap Gr (b) OEGAX — Int./Div. — Sold (part) — rollover
Opp Disc Mid Cap Gr (b) OEGAX — Sold (part) — rollover
Opp Disc Mid Cap Gr (b) OEGAX — Sold (part)
Opp Equity Inc. OAEIX — Int./Div. — Sold (part) — rollover
Opp Equity Inc. OAEIX — Sold (part) — rollover
Opp Rising Divs (b) OARDX — Int./Div. — Sold (part) — rollover
OFI Main St Small Cap OSCAX — Int./Div. — Sold (part) — rollover
OFI Main St Small Cap OSCAX — Sold (part) — rollover
OFI Main St Small Cap OSCAX — Sold (part)
Opp Global Focus GLVAX — Int./Div. — Sold (part) — rollover
OFI Intl Small Mid OSMAX — Int./Div. — Sold (part) — rollover
OFI IntL; Diversity OIDAX — Int./Div. — Buy (add'l)
OFI Port Series Growth OAAIX — Int./Div. — Sold (part) — rollover
OFI Port Series Growth OAAIX — Sold (part) — rollover
OFI Cap App OPTFX — None — Sold (part) — rollover
OFI Cap App OPTFX — Sold (part) — rollover
OFI Cap App OPTFX — Sold — rollover
OFI Global Opp OPGIX (was B) — Int./Div. — Sold (part)
OFI Global Opp OPGIX (was B) — Sold (part)
OFI Global Opp OPGIX (was B) — Sold
OFI Intl Growth OIGAX (was b) — None — Sold — rollover
OFI Steelpath MLP MLPFX — Int./Div. — Sold — rollover
Opp Global OPPAX (was b) — Int./Div. — Sold — rollover
Opp Intl Eq (L) QIVAX — None — Sold — rollover
Agreement — April 2008 — following dissolution of Trust.Law.Firm, P.C. on April 1, 2008, I am to receive the net profits of the firm recieved thereafter based on my sole ownership
Reimbursement — Federal Bar Association — 3/22/19 - 3/25/19 — Washington, DC — attend bar ass'n event — reimbursement for actual out of pocket travel, provided lodging and meals
Reimbursement — American Bankr Institute — 5/16/19 - 5/16/19 — NY, NY — speaker at a seminar in NY, NY — reimbursement for actual out of pocket travel
Reimbursement — American Bankr Inst. — 8/22/19- 8/23/19 — Washington, DC — speaker on a video seminar recorded in DC — reimbursement for actual out of pocket travel and meals, provided lodging
Reimbursement — American Conf. Inst. — 10/29/19 - 10/31/19 — Dallas, TX — speaker at a seminar in Dallas TX — reimbursement for actual out of pocket travel and meals, provided lodging
Income — 2019 — Teaching - St Johns University School of Law — $10,500.00

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/31803. Public record. Not legal advice.