# Gray M. Borden

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32461

## Record

- **Judge:** Gray M. Borden
- **Year:** 2020
- **Pages:** 12

## Text

BROKERAGE ACCOUNT #1 (H)
SO Common — Dividend
NXPI Common — Dividend
GE Common — Dividend
Charles Schwab Deposit Accounts — Interest
HD Common — Dividend
ADM Common — Dividend
HON Common — Dividend
ServisFirst Bancshs (X) — None
BROKERAGE ACCOUNT #2 (H)
VNSYX — None — Sold
Wells Fargo Intermediate Tax/AMTFree Fund — Dividend
SPY — Dividend
AFNIX — Dividend — Sold
TRBCX — Dividend
UBS BANK USA DEP ACCT — Interest
UBS Select Prime Investor Fund (Y)
Fastly, Inc. — None — Buy
Fastly, Inc. — Buy (add'l)
Peloton Interactive, Inc. — None — Buy
Roku Inc. — None — Buy
Vanguard Growth ETF — Dividend — Buy
AKRE Focus Fund Class Instl — None — Buy
Vanguard Dividend Growth Fund — Dividend — Buy
IRA #1 (H)
UBS Bank USA Dep Account — Interest
Invesco S&P 500 Equal Weight ETF — Dividend
Ishares Core S&P 500 ETF — Dividend
John Hancock Multi-Factor Mid Cap — Dividend
Vanguard Growth ETF — Dividend
AAM/BAHL & Gaynor Income Growth Fund — Dividend — Sold
Columbia Small Cap Growth Fund — None
DFA International Core Equity Fund — Dividend
Vanguard Dividend Growth Fund — Dividend — Buy
Servis1st Bank Accounts — Interest
KO Common — Dividend
Wells Fargo Bank Accounts — Interest
IRA #2 (H)
UBS BANK USA DEP ACCT — Interest
Invesco S&P 500 Equal Weight ETF — Dividend
Ishares Core S&P 500 ETF — Dividend
John Hancock Multi-Factor Mid Cap ETF — Dividend
Vanguard Growth ETF — Dividend
AAM/BAHL & Gaynor Income Growth Fund — Dividend — Sold
Columbia Small Cap Growth Fund I — None
DFA International Core Equity Fund Class I — Dividend
Vanguard Dividend Growth Fund — Dividend — Buy
IRA #3 (H)
UBS BANK USA DEP ACCT — None
Accenture PLC Ireland Cl A — Dividend — Sold
Adobe Inc — None — Sold
Alphabet Inc Cl A — None — Sold
AMZN Common — None — Sold
American Tower Corp REIT — Dividend — Sold
Ameriprise Financial Inc — Dividend — Sold
Boeing Company — Dividend — Sold
Comcast Corp — Dividend — Sold
Costco Wholesale Corp — Dividend — Sold
Danaher Corp — Dividend — Sold
Facebook Inc Cl A — None — Sold
Fidelity Natl Information Svcs — Dividend — Sold
Home Depot Inc — Dividend — Sold
Honeywell Intl Inc — Dividend — Sold
Intercontinentalexchange Group — Dividend — Sold
Lauder Estee Cos Cl A — Dividend — Sold
Lowes Companies — Dividend — Sold
Medtronic PLC — Dividend — Sold
Microsoft Corp — Dividend — Sold
Mondelez Intl Inc — Dividend — Sold
O Reilly Automotive — None — Sold
Parker Hannifin Corp — Dividend — Sold
Rockwell Automation Inc — Dividend — Sold
Thermo Fisher Scientific Inc — Dividend — Sold
TJX Cos Inc — Dividend — Sold
Unitedhealth Group — Dividend — Sold
Visa Inc — Dividend — Sold
Walt Disney Co (Holding Co) Disney Com — Dividend — Sold
VOO — Dividend — Sold (part)
AAM/BAHL & Gaynor Income Growth Fund — None — Sold
Columbia Small Cap Growth Fund — None — Sold (part)
DFA International Core Equity Fund — Dividend — Sold (part)
DFA International Core Equity Fund — Buy (add'l)
Vanguard Growth ETF — Dividend — Buy
AKRE Focus Fund Class Instl — None — Buy
Vanguard Dividend Growth Fund — Dividend — Buy
Vanguard Dividend Growth Fund — Buy (add'l)
401(k) (H)
Vanguard Institutional 500 Index — Dividend
BlackRock EAFE Equity Index Fund — Dividend
BlackRock Russell 2000 Index Fund — Dividend
ACP2 - Southern Company Supplemental Benefit — None
Def. Comp. - Southern Company Stock Equivalent — Dividend
529 Fund #1 - Utah Educational Savings Plan (H)
Vanguard Total Stock Market Index — Dividend
Vanguard Developed Markets Index — Dividend
Vanguard Emerging Mkt Stock Index — Dividend
Vanguard Short-Term Investment Grade — Dividend
Vanguard Total Bond Market Index — Dividend
Vanguard Total International Bond Index — Dividend
529 Fund #2 - Utah Educational Savings Plan (H)
Vanguard Total Stock Market Index — Dividend
Vanguard Developed Markets Index — Dividend
Vanguard Emerging Mkt Stock Index — Dividend
Vanguard Total Bond Market Index — Dividend
Vanguard Short-Term Invest-Grade — Dividend
Vanguard Total International Bond Index — Dividend
Pimco Interest Income Fund — None
529 Fund #3 - Utah Educational Savings Plan (H)
Vanguard Institutional Index — Dividend
Notch 8 Investments, LLC (H)
BROKERAGE ACCOUNT #3 (H)
Southern Company — Dividend — Sold (part)
Southern Company — Buy (add'l)
Southern Company — Buy (add'l)
Southern Company — Buy (add'l)
Southern Company — Buy (add'l)
Southern Company — Buy (add'l)
UBS Bank USA Dep Acct — Interest
Rental Property, Montgomery County, AL (X) — Rent
TRUSTEE, IRREVOCABLE TRUST #1
Liability — RL INVESTMENT PROPERTY, LLC — CABIN RENTAL
Liability — REGIONS BANK — MORTGAGE FOR RENTAL PROPERTY
Income — 2020 — WAGES FROM UNIVERSITY OF ALABAMA — $1,500.03
Spouse's income — 2020 — WAGES FROM ALABAMA POWER COMPANY
1. Irrevocable Trust #1, as disclosed in Part 1, is omitted from Part VII because it has minimal assets held in trust and no reportable individual assets
subject to disclosure. This Trust was closed in 2020.
2. The Montgomery County, AL rental property listed on line 119 of Part VII is being valued at the amount per the county property tax appraisal.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32461. Public record. Not legal advice.
