# Melinda Harmon > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/31994 ## Record - **Judge:** Melinda Harmon - **Year:** 2019 - **Pages:** 11 ## Text IRA #1 (H) ExxonMobil — Dividend — Distributed (part) Invesco Amer Franchise A — Dividend — Sold (part) Invesco Amer Franchise A — Distributed (part) Morgan Stanley Bank Deposit Program — Interest IRA #2 (H) Morgan Stanley Bank Deposit Program — Interest Invesco Amer Franchise A — Dividend MORGAN STANLEY Active Asets Account #2 (H) Invesco Amer Franchise A — Dividend — Buy (add'l) ExxonMobil — Dividend — Open Morgan Stanley Private Bank Deposit — Interest — Open IRA #3 (H). Triumph Resources — None Invesco Amer Franchise A — Dividend — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Sold (part) Invesco Amer Franchise A — Distributed (part) Alternate Investment TCG BDC II — None Morgan Stanley Bank Deposit Program — Interest MORGAN STANLEY Active Assets Account #1 (H) Alliance Bernstein Large Cap Growth Fund, Class C — Dividend Invesco Amer Franchise A — Dividend — Open Morgan Stanley Pruvate Bank NA — Interest LAW FIRM 401 K PROFIT SHARING PLAN (H) — Int./Div. Dreyfus Appreciation FD Inc 261970107 — Dividend — Distributed BNY MELLON APPRECIATION INVESTOR DGAGX — Dividend — Buy ALL CAP INDEX EQUITY FUND — Sold ALL CAP INDEX EQUITY FUND R1 — Buy REAL ESTATE, DALLAS, DALLAS COUNTY, TX PARCEL 2 — Rent EXTRAORDINARY LIFE POLICY, NORTHWESTERN MUTUAL — Dividend NORTHWESTERN MUTUAL "65 LIFE" POLICY #1 — Dividend NORTHWESTERN MUTUAL "65 LIFE" POLICY #2 — Dividend NORTHWESTERN MUTUAL "65 LIFE" POLICY #3 — Dividend Brockerage Account #1 (H) ABBV common — Dividend — Sold (part) ABBV common — Sold CVX common — Dividend — Sold (part) CVX common — Sold XOM common — Dividend — Sold (part) XOM common — Sold JNJ common — Dividend — Sold (part) MSFT common — Dividend PG common — Dividend — Sold (part) PG common — Sold Raymond James Bank Deposit Program — Interest TXN common — Dividend MRK common — Dividend — Sold (part) UTX common — Dividend — Sold (part) GOOGL common — None — Sold (part) AAPL common — Dividend — Sold (part) AAPL common — Sold (part) HD common — Dividend CSCO common — Dividend — Sold (part) BSM limited partership — Distribution — Sold JPM — Dividend — Sold (part) GIS — Dividend — Sold (part) BAC — Dividend — Sold MOT — Buy MOT — Sold (part) AMZN — Buy AMZN — Sold (part) PFE — Dividend — Buy (add'l) PFE — Sold (part) CHASE CHECKING — Interest CHASE SAVINGS — Interest BROKERAGE ACCOUNT #2 (H) XOM common — Dividend Raymond James Bank Deposit Program — Interest BROKERAGE ACCOUNT # 3 (H) iShares MSCI EAFE Small Cap Et — Dividend iShaes Russ 2000 ETF — Dividend iShares 3000 ETF — Dividend iShares MSCI EAFE Value ETF — Dividend Vanguard FTSE Dev Mkts EIF — Dividend Vanguard Large Cap ETF — Dividend AB Interme Diversified Muni A — Dividend Ameriican Century T/F BD C11 — Dividend Amern Tax-Ex Bond of Amer A — Dividend Artisan Partners Value Fund — Dividend Blackrock Natl Mun Fund CI A — Dividend Franklin Fed Tax-Free Income A — Dividend Invesco International Growth — Dividend John Hancock Disciplined Val A — Dividend MFS Municipal High Income A — Dividend T Rowe Price Blue Chip Grw I — Dividend Thornburg Ltd Term Muni Fund A — Dividend Victory Mun Mid-Cap Core GR A — Dividend Edward Jones Cash — Interest Agreement — 12/31/1987 — Exxon Mobil Pension Plan Income — 2019 — ExxonMobil Employment Pension — $15,825.48 Spouse's income — 2019 — Partner, Crain, Caton & James Law Firm Part VII Investments and Trusts Lines: 2 & 4: These entrues reflect distributions from IRA #1 to Active Assets Account #2, line 1, per Required Minimum Distribution. Line 26: This entry reflects the transfer from IRA #3 to Active Assets Account #1, line 31, per Required Minimum Distributin. Line 33-37: Share in ABA Retirement Profit Sharing Plan. On previous reports Participant's share in the fund was reported as a lump sum. In 2019 the funds invested in the All Cap Index Equity Fund were transfered to the All Cap Index Equity Fund R1,also a mutual fund.a The self-managed portion of the account was invested in Dreyfus Appreciation Mutual Fund. In 2019, however the investment in that a fund was changed to BNY Mellon. These changes in the account could only be recorded by breaking down the two parts of the plan. Line 36: Undivided 1/8th interest in a piece of property in Dallas, Dallas County, Texas. Date of appraisal, December 6, 1994. Line 84: Name corrected, -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/31994. Public record. Not legal advice.