# Paul J. Cleary

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/31972

## Record

- **Judge:** Paul J. Cleary
- **Year:** 2019
- **Pages:** 10

## Text

Bank of America stock — Dividend — Sold (part)
EMC Corp. stock — Dividend
John Hancock Regional Bank Fund FRBAX — Dividend — Sold (part)
Keycorp — Dividend — Sold (part)
JP Morgan Chase stock — Dividend — Sold (part)
Halliburton stock — Dividend — Sold (part)
Hewlitt Packard stock — Dividend — Sold (part)
DXC Technology Inc. — Dividend — Sold (part)
AT&T Inc. (X) — Dividend — Sold (part)
BONY Mellon — Dividend — Sold (part)
Motorola Solutions (X) — Dividend — Sold (part)
Dell Technologies (X) — Dividend — Sold (part)
Walt Disney Co. (X) — Dividend — Sold (part)
General Elec. (X) — Dividend — Sold (part)
Halliburton (X) — Dividend — Sold (part)
Hewlett Packard Enterprise (X) — Dividend — Sold (part)
Morgan Stanley (X) — Dividend — Sold (part)
Micro Focus Intl (X) — Dividend — Sold (part)
Perspecta Inc. (X) — Dividend — Sold (part)
Pfizer Inc. (X) — Dividend — Sold (part)
AIM Growth CNSDX — Dividend
Dell Technologies DVMT — Dividend
Ameriprise — Dividend
MFS Intl MINIX — Dividend
Mainstay Cushing CSZHX — Dividend — Buy (add'l)
Oppenheimer Dev Mrkt ODMAX/ODMYX — Dividend
Neuberger & Berman Eq Assets Genesis NGBIX — Dividend
Wells Fargo SGRNX — Dividend — Sold (part)
Blkrk Glb MALOX — Dividend — Buy (add'l)
Columbia Strat LSIZX — Dividend
Calamos CMNIX — Dividend
Fed MDT QISCX — Dividend
MFS Intl MDUX — Dividend
Principal Tax Exempt PITEX — Dividend — Buy
Calamos CMNIX — Dividend
W P Carey Inc. (formerly, Corp Prop Assoc 17 REIT) — Dividend — Sold
OK Svgs 529 Eq Opp (DAC) mut fund — Dividend
OK Svgs 529 Managed Allocation (DAC) mut fund — Dividend
OK Svgs 529 Bal Op (DAC) — Dividend
Bank of America cash acct — Interest
BH Media 401(k) [Fidelity], IRA 1 (H)
SPTN 500 Index Inst (FID500 Index) — Sold
TRP Eq. Inc — Sold
TRP Blue Chp Gwth — Sold
FID EXT Mkt Idx — Sold
Fid Sm Cap Discovery — Sold
Oakmark Intl I — Sold
WF Stable Value — Sold
Baird Core Plus — Sold
IRA-2 (H) Rollover to Edw. Jones. (H)
Invesco Dev. Mrkts — Dividend — Buy
Trp Large Cap Growth — Dividend — Buy
JPM Mtge backed secs — Dividend — Buy
JP Morgan Eq Inc — Dividend — Buy
JPMorgan Small Cap — Dividend — Buy
Lord Abbett Short Dur — Dividend — Buy
MFS Growth — Dividend — Buy
Am New Perspective — Dividend — Buy
Principal Midcap — Dividend — Buy
Nuveen FLTRX — Dividend
Nuveen NIMEX — Dividend — Buy
Eaton Vance EIBLX — Dividend — Sold (part)
Invesco Devel Mkts GTSDX — Dividend
Deutsche Global Infrastrucure TOLSX / TOLIX — Dividend
Neuberger Berman Genesis NBGIX — Dividend
Goldman Sachs Multi Mgr GIMMX — Distribution — Sold (part)
Mainstay Epoch Global EPSYX — Dividend
Virtus Multi Sector Short Term Bond PIMSX — Interest
Lord Abbot LDLFX — Dividend — Buy
Lines 1-22: Stock held in JTWROS by . This joint tenancy was created in 2006. Increased value is due to a significant addition to the
JTWROS in 2019.
Upon death in May 2019, the holdings in the JTWROS passed to relative.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/31972. Public record. Not legal advice.