# Laurie Jill Michelson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32990

## Record

- **Judge:** Laurie Jill Michelson
- **Year:** 2019
- **Pages:** 9

## Text

Bank of America (cash account) — Interest
Bank of America -- IRA (cash) — Interest
Brokerage Account
DJIA LIRN ISSUER BAS 111.5% — Dividend
Bank of America NA RASP — Dividend
DJIA LIRN ISSUER BOFA 116.1% — Dividend
DJIA LIRN ISSUER RBC PART 107.5% — Sold
American Fundamental Investors Mutual Fund — Dividend
MSCI EM STEPUP ISS BNS PREM 9.50% — Dividend
American Washington Mutual Investors Fund — Dividend
SP500 ARN ISSUER WFF CAP 10.24% — Dividend — Buy
First Trust Large Cap Value Mutual Fund — Dividend
First Trust Large Cap Growth Mutual Fund — Dividend
First Trust Mid Cap Core Mutual Fund — Dividend
DJIA LIRN ISSUER BARC PART 115% — Dividend — Buy
DJIA LIRN ISSUER TD BANK PART 105% — Dividend — Buy
SP500 ARN ISSUER HSBC CAP 11.69% — Dividend — Buy
Global X MLP ETF — Dividend
SX5E LIRN ISSUER RBC — Sold
SP500 ARNS ISSUER BNS CAP 12.15% — Dividend — Buy
SP500 CLIRNS ISSUER BNS CAP 13.73% — Dividend — Buy
BLACKROCK SCIENCE AND TECH TR 11 — Dividend — Buy
ISHARES EDGE MSCI USA MOMETUM FACTOR ETF — Dividend — Buy
DJIA LIRNS Issuer CI BC 127.6% — Dividend
SP500 CLIRN ISS BNS 12.00% — Sold
SX5E CLIRN ISS CIBC 26.16% — Sold
Nuveen Short Duration HI Yld Muni Bd Fd — Interest — Buy
Nuveen High Yield Muni — Interest — Buy
R2000 ARN Issuer SEK Cap 10.89% — Sold
R2000 Stepup Issuer BOFA Step PREM 6.23% — Dividend
SP500 ARN Issuer CIBC Cap 13.83% — Sold
First Tr Managed Municipa Fixed Inc — Dividend
Ishares S-T Natl Muni Bond ETF — Dividend
Ishares US ETF TR Short Mat Mun Bd — Dividend — Sold (part)
Mainstay Mackay Dfndtrm Mun Oppor FD — Dividend
Vaneck Vectors Short High Yield Municipa — Dividend
IRA #1
Bank of America NA RASP — Dividend
Blackrock Equity Dividend Mutual Fund — Dividend
Goldman Sachs US Equity Mutual Fund — Dividend
iShares S&P Global 100 Index Mutual Fund — Dividend — Sold (part)
iShares Core High Div Equity Fund — Dividend — Sold (part)
Invesco S&P 500 Quality ETF Shares — Dividend
Vanguard Dividend Appreciation Fund — Dividend — Sold (part)
First TR Exchange FDN — Dividend
First TR Consumer FXD — Dividend
First TR Indstrl FXR — Dividend
First TR Nasdaq Bank ETF — Dividend — Sold
First TR Technology FXL — Dividend
First Trust Large Cap Growth Oppor FD — Dividend
First TR NASDQ 100 — Dividend — Buy
Ishares Edge Msci USA — Dividend — Buy
Simons-Michelson-Zieve Inc Stock — Dividend
The Northwestern Mutual Life Insurance Company (whole life) — Interest
Massachusetts Mutual Life Ins Company (group universal) — Interest
Simons-Michelson-Zieve Note Receivable — Interest
Bank of America (cash account) — Interest
Bank of America -- IRA (cash) — Interest
Brokerage Account
DJIA LIRN ISSUER BAS 111.5% — Dividend
Bank of America NA RASP — Dividend
DJIA LIRN ISSUER BOFA 116.1% — Dividend
DJIA LIRN ISSUER RBC PART 107.5% — Sold
American Fundamental Investors Mutual Fund — Dividend
MSCI EM STEPUP ISS BNS PREM 9.50% — Dividend
American Washington Mutual Investors Fund — Dividend
SP500 ARN ISSUER WFF CAP 10.24% — Dividend — Buy
First Trust Large Cap Value Mutual Fund — Dividend
First Trust Large Cap Growth Mutual Fund — Dividend
First Trust Mid Cap Core Mutual Fund — Dividend
DJIA LIRN ISSUER BARC PART 115% — Dividend — Buy
DJIA LIRN ISSUER TD BANK PART 105% — Dividend — Buy
SP500 ARN ISSUER HSBC CAP 11.69% — Dividend — Buy
Global X MLP ETF — Dividend
SX5E LIRN ISSUER RBC — Sold
SP500 ARNS ISSUER BNS CAP 12.15% — Dividend — Buy
SP500 CLIRNS ISSUER BNS CAP 13.73% — Dividend — Buy
BLACKROCK SCIENCE AND TECH TR 11 — Dividend — Buy
ISHARES EDGE MSCI USA MOMETUM FACTOR ETF — Dividend — Buy
DJIA LIRNS Issuer CI BC 127.6% — Dividend
SP500 CLIRN ISS BNS 12.00% — Sold
SX5E CLIRN ISS CIBC 26.16% — Sold
Nuveen Short Duration HI Yld Muni Bd Fd — Interest — Buy
Nuveen High Yield Muni — Interest — Buy
R2000 ARN Issuer SEK Cap 10.89% — Sold
R2000 Stepup Issuer BOFA Step PREM 6.23% — Dividend
SP500 ARN Issuer CIBC Cap 13.83% — Sold
First Tr Managed Municipa Fixed Inc — Dividend
Ishares S-T Natl Muni Bond ETF — Dividend
Ishares US ETF TR Short Mat Mun Bd — Dividend — Sold (part)
Mainstay Mackay Dfndtrm Mun Oppor FD — Dividend
Vaneck Vectors Short High Yield Municipa — Dividend
IRA #1
Bank of America NA RASP — Dividend
Blackrock Equity Dividend Mutual Fund — Dividend
Goldman Sachs US Equity Mutual Fund — Dividend
iShares S&P Global 100 Index Mutual Fund — Dividend — Sold (part)
iShares Core High Div Equity Fund — Dividend — Sold (part)
Invesco S&P 500 Quality ETF Shares — Dividend
Vanguard Dividend Appreciation Fund — Dividend — Sold (part)
First TR Exchange FDN — Dividend
First TR Consumer FXD — Dividend
First TR Indstrl FXR — Dividend
First TR Nasdaq Bank ETF — Dividend — Sold
First TR Technology FXL — Dividend
First Trust Large Cap Growth Oppor FD — Dividend
First TR NASDQ 100 — Dividend — Buy
Ishares Edge Msci USA — Dividend — Buy
Simons-Michelson-Zieve Inc Stock — Dividend
The Northwestern Mutual Life Insurance Company (whole life) — Interest
Massachusetts Mutual Life Ins Company (group universal) — Interest
Simons-Michelson-Zieve Note Receivable — Interest
Bank of America (cash account) — Interest
Bank of America -- IRA (cash) — Interest
Brokerage Account
DJIA LIRN ISSUER BAS 111.5% — Dividend
Bank of America NA RASP — Dividend
DJIA LIRN ISSUER BOFA 116.1% — Dividend
DJIA LIRN ISSUER RBC PART 107.5% — Sold
American Fundamental Investors Mutual Fund — Dividend
MSCI EM STEPUP ISS BNS PREM 9.50% — Dividend
American Washington Mutual Investors Fund — Dividend
SP500 ARN ISSUER WFF CAP 10.24% — Dividend — Buy
First Trust Large Cap Value Mutual Fund — Dividend
First Trust Large Cap Growth Mutual Fund — Dividend
First Trust Mid Cap Core Mutual Fund — Dividend
DJIA LIRN ISSUER BARC PART 115% — Dividend — Buy
DJIA LIRN ISSUER TD BANK PART 105% — Dividend — Buy
SP500 ARN ISSUER HSBC CAP 11.69% — Dividend — Buy
Global X MLP ETF — Dividend
SX5E LIRN ISSUER RBC — Sold
SP500 ARNS ISSUER BNS CAP 12.15% — Dividend — Buy
SP500 CLIRNS ISSUER BNS CAP 13.73% — Dividend — Buy
BLACKROCK SCIENCE AND TECH TR 11 — Dividend — Buy
ISHARES EDGE MSCI USA MOMETUM FACTOR ETF — Dividend — Buy
DJIA LIRNS Issuer CI BC 127.6% — Dividend
SP500 CLIRN ISS BNS 12.00% — Sold
SX5E CLIRN ISS CIBC 26.16% — Sold
Nuveen Short Duration HI Yld Muni Bd Fd — Interest — Buy
Nuveen High Yield Muni — Interest — Buy
R2000 ARN Issuer SEK Cap 10.89% — Sold
R2000 Stepup Issuer BOFA Step PREM 6.23% — Dividend
SP500 ARN Issuer CIBC Cap 13.83% — Sold
First Tr Managed Municipa Fixed Inc — Dividend
Ishares S-T Natl Muni Bond ETF — Dividend
Ishares US ETF TR Short Mat Mun Bd — Dividend — Sold (part)
Mainstay Mackay Dfndtrm Mun Oppor FD — Dividend
Vaneck Vectors Short High Yield Municipa — Dividend
IRA #1
Bank of America NA RASP — Dividend
Blackrock Equity Dividend Mutual Fund — Dividend
Goldman Sachs US Equity Mutual Fund — Dividend
iShares S&P Global 100 Index Mutual Fund — Dividend — Sold (part)
iShares Core High Div Equity Fund — Dividend — Sold (part)
Invesco S&P 500 Quality ETF Shares — Dividend
Vanguard Dividend Appreciation Fund — Dividend — Sold (part)
First TR Exchange FDN — Dividend
First TR Consumer FXD — Dividend
First TR Indstrl FXR — Dividend
First TR Nasdaq Bank ETF — Dividend — Sold
First TR Technology FXL — Dividend
First Trust Large Cap Growth Oppor FD — Dividend
First TR NASDQ 100 — Dividend — Buy
Ishares Edge Msci USA — Dividend — Buy
Simons-Michelson-Zieve Inc Stock — Dividend
The Northwestern Mutual Life Insurance Company (whole life) — Interest
Massachusetts Mutual Life Ins Company (group universal) — Interest
Simons-Michelson-Zieve Note Receivable — Interest
Custodian for the Beneficiary (while a minor), Debra A. Berman Irrevocable Trust
Advisory Board Member, Eton Academy
Custodian for the Beneficiary (while a minor), Debra A. Berman Irrevocable Trust
Advisory Board Member, Eton Academy
Custodian for the Beneficiary (while a minor), Debra A. Berman Irrevocable Trust
Advisory Board Member, Eton Academy
Agreement — 2011 — Butzel Long Pension Trust. Distributions of $1,431 per month commencing at the age of 65.
Agreement — 2011 — Butzel Long Pension Trust. Distributions of $1,431 per month commencing at the age of 65.
Agreement — 2011 — Butzel Long Pension Trust. Distributions of $1,431 per month commencing at the age of 65.
Part I: The Debra Berman Irrevocable Trust presently is an unfunded trust holding life policy through USAA.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32990. Public record. Not legal advice.