# Claire Eagan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32230

## Record

- **Judge:** Claire Eagan
- **Year:** 2020
- **Pages:** 8

## Text

Property #1 - Tulsa, OK — None
Trust #1 (See Note #1 in Part VIII) — None
Trust #2 (See Note #2 in Part VIII) — None
Schwab #1 - IRA
Schwab Money Market Fund (See Note #3 in Part VIII) — None
Jensen Quality Growth — Dividend — Buy (add'l)
Loomis Sayles Global Markets — Dividend
Nuance Concentrated Value — Dividend — Buy (add'l)
Artisan Int'l Small Cap (Zero Ending Balance) — Dividend — Sold
Dodge & Cox Int'l — Dividend
Metropolitian West Total Ret Bond — Dividend — Buy (add'l)
Metropolitian West Total Ret Bond — Buy (add'l)
Schwab US Large Cap (Zero Ending Balance) — Dividend — Sold
Artisan Intl Fund Adv — Dividend
iShares Russell Midcap — Dividend
Stoneridge Reinsurance Risk — Dividend — Sold (part)
Stoneridge Reinsurance Risk — Sold (part)
Stoneridge Reinsurance Risk — Sold (part)
Stoneridge Reinsurance Risk — Sold (part)
Undiscovered Mgrs Behavorial Value — Dividend
Versus Cap Multi Mgr RE Income — Dividend
Lazard Global Listed — Dividend
Dodge & Cox Global Stk — Dividend
Doubleline Shiller — Dividend
American FD New World — Dividend
MMF Inv Shares Sch Treas Obligation (Zero Ending Balance) — Dividend — Sold
Oakmark Fund Inst — Dividend
Moderna — None — Buy
Stoneridge High Yield — Dividend — Buy
Charles Schwab Bank Sweep (f/k/a Schwab Money Market Fund) — Interest
Schwab #3 - IRA
Schwab Money Market Fund (See Note #3 in Part VIII) — None
Lazard Global Listed — Dividend
American FD New World — Dividend — Sold (part)
Charles Schwab Bank Sweep (f/k/a Schwab Money Market Fund) — Interest
Schwab #4 - CVE Trust Account (See Note #2 in Part VIII)
Schwab Money Market Fund (See Note #3 in Part VIII) — None
Maingate MLP FD Cl — Dividend — Sold (part)
Maingate MLP FD Cl — Sold (part)
Charles Schwab Bank Sweep (f/k/a Schwab Money Market Fund) — Interest
Prosperity Bank Checking Account — None
Trustee, Trust #1 [See #2 in Part VII and Note #1 in Part VIII]
Trustee, Trust #2 [See #3 in Part VII and Note #2 in Part VIII]
Director, Oklahoma Medical Research Foundation (non-profit medical research organization)
Trustee, Saint Francis of Assisi Tuition Assistance Trust (non-profit educational assistance organization)
Trustee, Saint Clare of Assisi Disadvantaged Schools Endowment Fund (non-profit educational assistance organization)
Member, University of Tulsa College of Law Dean's Advisory Board (private educational institution)
NOTE - New funds added to an investment account are listed under that investment account header/line item.

# 1 --- Trust # 1 - (Part VII, Line 2) - The Trust is the named beneficiary of a life insurance policy issued by Northwestern Mutual Life on the life of an individual
who is still living. There are no other Trust assets.

# 2 --- Trust # 2 - (Part VII, Line 3) - The Trust was created in 2000 to receive, hold, and distribute certain assets. Since January 19, 2016, it has held the assets of
Schwab Account #4 (Part VII, lines 36-40). On May 24, 2018, an existing personal checking account was transferred to the Trust. The checking account meets
reporting requirements for 2020.
# 3 --- Schwab Money Market Fund - (Part VII, Lines 5, 32, and 37) - Prior to 2020, these cash equivalent accounts were labeled "Schwab Money Market Fund,"
and the income was interest, but inadvertently reported by me as a dividend. Schwab now conducts overnight bank sweeps of cash in these accounts. The label
has changed to "Charles Schwab Bank Sweep," and the income is interest. The new bank sweep cash equivalent values and interest are reported in Part VII, Lines
30, 35, and 40.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32230. Public record. Not legal advice.