# Michael E. Hegarty > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3264 ## Record - **Judge:** Michael E. Hegarty - **Year:** 2013 - **Report type:** Annual - **Pages:** 11 ## Text Ally Bank — Interest Wells Fargo Checking — Interest Apple Common Stock — Int/Div Baron Opportunity Fund — Int/Div Ishares MSCI Emerging Markets ETF — Int/Div — Buy Fairholme Fund — Int/Div Fidelity Select Biotechnology Fund — Int/Div Fidelity Contra Fund — Int/Div Fidelity Low Priced Stock Fund — Int/Div Fidelity Leveraged Company Stock Fund — Int/Div FMI Large Cap Fund — Int/Div FPA Crescent Institutional Fund — Int/Div Fidelity Small Cap Discovery Fund — Int/Div Fidelity Strategic Dividend & Income Fund — Int/Div Hennessy Gas Utility Index Fund — Int/Div Hodges Small Cap Fund — Int/Div Janus Balanced Fund Class T — Int/Div Janus Triton Fund Class T Shares — Int/Div Pimco Real Estate Real Return Fund — Int/Div Fidelity Permanent Portfolio — Int/Div TCW Total Return Bond Fund Class 1 — Int/Div Tocqueville Gold Fund — Int/Div Vanguard Small Cap Index Fund — Int/Div — Buy Vanguard Total Stock Market Index ETF — Int/Div — Buy DC #2 4-11 Wells Fargo Accounts — Interest DC #4 Apple Stock — Int/Div DC #5 Pimco Real Estate Real Return Strategy Fund — Int/Div — Sold DC #5 Permanent Portfohio Fund — Int/Div — Sold DC #5 James Balanced: Golden Rambow Fund — Int/Div — Sold DC #6 Permanent Portfolio — Int/Div — Sold DC #6 James Balanced Fund — Distribution — Sold DC #6 Janus Triton Fund Class T — Int/Div — Sold DC #7 Permanent Portfolio — Int/Div — Sold DC #7 James Balanced Fund — Int/Div — Sold DC #8 Villere Balanced Fund — Int/Div — Sold DC #8 James Balanced Fund — Int/Div — Sold DC #9 Fidelity Contrafund — Int/Div — Sold DC #9 James Balanced Fund — Int/Div — Sold DC #9 Buffalo Flexible Income Fund — Int/Div — Sold DC #10 Fidelity Small Cap Discovery Fund — Int/Div — Sold DC #10 James Balanced Fund — Int/Div — Sold DC #10 Buffalo Flexible Income Fund — Int/Div — Sold DC#44-11 Mitchell Capital Management Allocation 70% Equity 30% Bond — Int/Div — Buy Retirement: Arnold & Porter 401(k) Fidelity Puritan Fund — Int/Div — Sold Retirement: Amold & Porter 401(k) Fidelity Contrafund — Int/Div — Sold Retirement: Amold & Porter 401(k) T Rowe Price MidCap Grow — Int/Div — Sold Retirement: Fidelity IRA Contrafund — Int/Div — Sold Retirement: Fidelity IRA GMNA Fund — Int/Div — Sold Retirement: Fidelity IRA Select Biotechnology Fund — Int/Div — Sold Retirement: Fidelity IRA Templeton Global Bond Fund — Int./hv — Sold pm Retirement: Fidelity IRA Contrafund — Int/Div — Sold mmm Retirement Valley Forge Institutional Fund — Int/Div — Sold mmm Retirement: Templeton Global Bond Class A Fund — Int/Div — Sold pum Retirement: Appleseed Fund — Int/Div — Sold pm Retirement: Meridian Growth Fund — Int/Div — Sold Retirement Phillips Edison ARC Shopping Cntr REIT — Int/Div — Buy mmm Retirement Phillips Edison ARC Shopping Cotr REIT — hy — Buy RetirementFS Investment Corporation 11 — Int/Div — Buy Inherited IRA Micthell Capital Management Aloe. 75% Equity 25% Bond — Int/Div — Open mmm Inherited IRA Edward Jones AT&T Stock — Int mm Inherited IRA Edward Jones Duke Energy Corp. Stock — Int/Div mmm Inherited IRA Edward Jones General Mills Inc. Stock — Int/Div mmm Inherited IRA Edward Jones Illinois Tool Works Inc. Stock — Int/Div mmm Inherited IRA Edward Jones Capital Income Builder Fund Class A — Int/Div mw Inherited IRA Edward Jones Income Fond of America Fund Class A — hy mmm Inherited IRA Edward Jones Berkshire Hathaway lnc. Del. Class B — Int/Div mmm Inherited IRA Edward Jones Johnson Controls Ine. Stock — Int/Div mmm Inherited IRA Edward Jones Royal Dutch Shell PLC Stock — Int/Div mmm Inherited IRA Edward Jones US Bancorp Stock — Int mm Inherited IRA Edward Jones Ishares Pow J US Tech, Sect. Indx Fd — Int/Div mmm Inherited IRA Edward Jones Ishares DJ US Healthcare Sector Fd — Int/Div mmm Inherited IRA Edward Jones Bond Fund of America Class A — Int/Div mm Inherited IRA Edward Jones Capital World Bond Fund — Int/Div mmm Inherited IRA Edward Jones CBA Aggressive Growth Fund Class A — Int/Div mmm Inherited IRA Edward Jones Columbia Smallcap Value Fund Class A — Int/Div mmm Inherited IRA Edward Jones Fundamental Investors Fund — Int/Div mmm Inherited IRA Edward Jones Growth Fund of America Class A — Int/Div mmm Inherited IRA Edward Jones Harbor Cap'l Apprec, Fund Investr C1 — Int/Div mmm Inherited IRA Edward Jones Harbor Int'l Fund Investor Class — Int/Div mmm Inherited IRA Edward Jones Invesco Comstock Fund C1 A — Int/Div mm Inherited IRA Edward Jones MFS Int'l New Discovery Fund C1 1 — Int/Div mmm Inherited IRA Edward Jones MFS Value Fund CL — Int/Div mmm Inherited IRA Edward Jones Mutual Global Discovery Fund C1 A — Int/Div mmm Inherited IRA Edward Jones New World Fund Class A — Int/Div DC #5 Contrafund — Int/Div — Closed Retirement: Amold & Porter 401(k) Fidelity Ginnie Mae Fund — Int/Div — Sold Spouse's income — Jefferson County Public Schools Part VII lines 60-84 are investments inherited in 2013 J, no transactions occurred, title was merely changed SI name to our name On prior report, Part VII, lines 47-48, | identified two different transactions dealing with DC # 4 Fidelity Leveraged Company Stock Fund. | clarify that the two different transactions on lines 47-48 disposed of the entirety of this holding, so that there was no such holding in calendar year 2013, On prior report, Part VII, Ime 50, 1 identified DC # 5 Fidelity Contrafund, acquisition, us "spinoff." | intended this to mean that it was transferred from me to DC # 5, which is identified on Part VIL, line 9. | am now supplementing that this holding was disposed of as indicated in Part VII, line 85. Talso failed to include Part VII, line 86, disposing of fund, which I now include. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3264. Public record. Not legal advice.