# Jeffrey T. Gilbert > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32897 ## Record - **Judge:** Jeffrey T. Gilbert - **Year:** 2020 - **Pages:** 11 ## Text INDIVIDUAL ASSETS (H) JP MORGAN CHASE BANK (cash) — Interest ACCOUNT #1 (H) NORTHWESTERN MUTUAL FDIC INSURED DEPOSIT PROGRAM (cash) — Interest INVESCO DEVELOPING MARKETS FUND CLASS Y (ODVYX) — Dividend — Sold (part) AB GLOBAL BOND FUND ADVISOR CLASS (ANAYX) — Dividend BARON ASSET FUND INSTITUTIONAL CLASS (BARIX) — Dividend — Buy BARON ASSET FUND INSTITUTIONAL CLASS (BARIX) — Buy (add'l) BARON ASSET FUND INSTITUTIONAL CLASS (BARIX) — Buy (add'l) BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INSTITUTIONAL CLASS(BCSSX) — Dividend — Sold (part) DODGE & COX INCOME FUND F-2 (DODIX) — Dividend EUROPACIFIC GROWTH FUND CLASS F-2 (AEPFX) — Dividend GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND (GICIX) — Dividend HARBOR BONO FUND INSTITUTIONAL CLASS (HABDX) — Dividend OAKMARK INTERNATIONAL FUND (OAKIX) — None — Sold (part) OAKMARK INTERNATIONAL FUND (OAKIX) — Sold OAKMARK INTERNATIONAL FUND ADVISOR CLASS (OAYIX) — Dividend — Buy INTERNATIONAL GROWTH AND INCOME FUND CLASS F-2 (IGFFX) — Dividend JOHN HANCOCK DISOPLINED VALUE MID CAP FUND CLASS I (JVMIX) — Dividend PIMCO INCOME FUND CLASS I-2 (PONPX) (formerly Class P) — Dividend — Buy (add'l) PIMCO COMMODITY REAL RETURN STRATEGY FUND CLASS I-2 (PCRPX) — Dividend PIMCO COMMODITIES PLUS STRATEGY FUND CLASS I-2 (PCLPX) — Dividend — Buy (add'l) TEMPLETON GLOBAL BONO FUND ADVISOR CLASS (TGBAX) — Dividend ISHARES TR S&P MIDCAP 400 GROWTH ETF (IJK) — Dividend VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF (VNQ) — Dividend — Buy (add'l) VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF (VNQ) — Sold (part) ACCOUNT #2 (H) FIDELITY ADVISOR TOTAL BOND FUND CLASS I (FEPIX) — Dividend JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I (JVMIX) — Dividend MFS INTERNATIONAL GROWTH FUND CLASS I (MQGIX) — Dividend MFS INTERNATIONAL NEW DISCOVERY FUND (MWNIX) — Dividend PIMCO INCOME FUND CLASS P (PONPX) — Dividend PIMCO COMMODITIES PLUS STRATEGY (PCLPX) — Dividend TEMPLETON GLOBAL BOND FUND ADVISOR (TGBAX) — Dividend ACCOUNT #3 (H) NORTHWESTERN MUTUAL FDIC INSURED DEPOSIT PROGRAM (cash) — Interest SAN PATRICIO TX MUN WTR DIST (799204KQ4) — Interest — Redeemed SOUTHMOST REGL WTR AUTH 4% (84455LEU7) — Interest — Redeemed EVEREST RE GROUP LTD (RE) — None — Sold AIR PRODS & CHEMS INC COM (APD) — Dividend AMGEN INC (AMGN) — Dividend APPLE INC (AAPL) — Dividend CVS HEALTH CORPORATION (CVS) — Dividend CISCO SYSTEMS INC (CSCO) — Dividend CORTEVA INC COM (CTVA) — Dividend — Sold DISNEY WALT COMPANY (DIS) — Dividend DOW INC COM (DOW) — Dividend — Sold DUPONT DE NEMOURS INC COM (DD) — Dividend — Sold EXPEDITORS INTL WASH INC (EXPD) — None — Sold HOME DEPOT INC (HD) — Dividend — Sold HONEYWELL INTERNATIONAL (HON) — Dividend HUNT J B TRANS SVCS INC COM (JBHT) — Dividend — Sold INGREDION INCORPORATED (INGR) — Dividend INTERCONTINENTAL EXCHANGE (ICE) — Dividend MASTERCARD INC CL A (MA) — Dividend MCDONALDS CORP (MCD) — Dividend MICROSOFT CORP (MSFT) — Dividend NIKE INC CLASS B (NKE) — Dividend T ROWE PRICE GROUP INC (TROW) — Dividend STANLEY BLACK & DECKER (SWK) — Dividend — Sold STRYKER CORP (SYK) — Dividend TJX COS INC (TJX) — Dividend US BANCORP (USB) — Dividend — Sold ISHARES TR NORTH AMERN TECH- SOFTWARE (IGV) — Dividend ISHARES TR RUSSELL 1000 ETF (IWB) — Dividend ISHARES TR US HEALTH CARE PROVIDERS ETF (IHF) — Dividend SPDR SER TR S&P BK ETF (KBE) — Dividend — Sold ACCOUNT #4 (H) AMCAP FUND CLASS F-2 (AMCFX) — Dividend — Sold AMERICAN HIGH INCOME MINICIPAL BOND FUND CLASS F-2 (AHMFX) — Distribution — Buy AMERICAN HIGH INCOME MINICIPAL BOND FUND CLASS F-2 (AHMFX) — Buy (add'l) BARON ASSET FUND INSTITUTIONAL CLASS (BARIX) — Dividend — Buy BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORT (BSIIX) — Dividend EUROPEAN GROWTH FUND (AEPFX) — None — Sold THE GROWTH FUND OF AMERICA CLASS F-2 (GFFFX) — Dividend — Buy THE GROWTH FUND OF AMERICA CLASS F-2 (GFFFX) — Buy (add'l) THE GROWTH FUND OF AMERICA CLASS F-2 (GFFFX) — Sold (part) SILVERPEPPER COMMODITY STRATEGY GLOBAL MACRO FD INST CLASS (SPCIX) — None — Sold NEW PERSPECTIVE FUND CLASS F-2 (ANWFX) — Dividend — Buy NEW WORLD FUND CLASS F-2 (NFFFX) — Dividend — Buy PIMCO COMMODITIES PLUS STRATEGY FUND CLASS I-2 (PCLPX) — Dividend — Buy NUVEEN HIGH YEILD MUNICIPAL BOND FUND (NHMRX) — Dividend — Sold T ROWE PRICE HIGH YIELD (PRFHX) — Dividend — Sold T ROWE PRICE EMERGING MARKETS (PRMSX) — Dividend AMERICAN FUNDS THE TAX EXEMPT FUND OF AMERICA (TEAFX) — Distribution — Buy (add'l) VANGUARD INTERMEDIATE TERM TAX EXEMPT ADMIRAL (VWIUX) — Distribution ISHARES TR S&P MIDCAP 400 GROWTH (IJK) — Dividend SPDR S&P 500 ETF TR TR UNIT (SPY) — Dividend VANGUARD INDEX FDS VANGUARD GROWTH ETF (VUG) — Dividend Board of Directors, Federal Magistrate Judges Association Editorial Board, Federal Courts Law Review Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per page 42 of the filing instructions. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32897. Public record. Not legal advice.