# Bruce J. McGiverin > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33005 ## Record - **Judge:** Bruce J. McGiverin - **Year:** 2019 - **Pages:** 7 ## Text TRUST #1 (KEOGH) (H) Fidelity Gov't Capital Reserves CL — Int/Div First Bank Corp. Stock (Preferred) — Int/Div Fidelity Advisor Health Care CLM (FACDX) — Gain Fidelity Advisor Equity Growth CLM (FPGAX) — Gain Fidelity Advisor Growth & Income CLM (FGIRX) — Cap. Gain Fidelity Advisor Technology CLM (FADTX) — Gain Clearbridge Aggr. Growth C — Cap. Gain Clearbridge All Cap Value C — Int/Div Oriental Trust (IRAs) (H) ROTH Diversified Growth IRAs — Int/Div Diversified Growth IRAs — Int/Div Education CD IRA — Interest CDIRA — Interest — Buy (add'l) Hills Bank certificate of deposit — Interest Hills Bank Cash Accounts (X ) — Interest Birmingham - eff Ala Civic Bds (X) — None Calexico Calif Uni Sch Dist Go Bds (X) — None Jowa Fin Auth Hlth Fax Rev Bds (X) — None Lakeshore Mich Pub Schs Bds (X) — Interest Wise ST Hlth & Edl Bds (X) — None Caribe Federal Cash Account — Interest TRUST #1 (KEOGH) (H) Fidelity Gov't Capital Reserves CL — Int/Div First Bank Corp. Stock (Preferred) — Int/Div Fidelity Advisor Health Care CLM (FACDX) — Gain Fidelity Advisor Equity Growth CLM (FPGAX) — Gain Fidelity Advisor Growth & Income CLM (FGIRX) — Cap. Gain Fidelity Advisor Technology CLM (FADTX) — Gain Clearbridge Aggr. Growth C — Cap. Gain Clearbridge All Cap Value C — Int/Div Oriental Trust (IRAs) (H) ROTH Diversified Growth IRAs — Int/Div Diversified Growth IRAs — Int/Div Education CD IRA — Interest CDIRA — Interest — Buy (add'l) Hills Bank certificate of deposit — Interest Hills Bank Cash Accounts (X ) — Interest Birmingham - eff Ala Civic Bds (X) — None Calexico Calif Uni Sch Dist Go Bds (X) — None Jowa Fin Auth Hlth Fax Rev Bds (X) — None Lakeshore Mich Pub Schs Bds (X) — Interest Wise ST Hlth & Edl Bds (X) — None Caribe Federal Cash Account — Interest TRUST #1 (KEOGH) (H) Fidelity Gov't Capital Reserves CL — Int/Div First Bank Corp. Stock (Preferred) — Int/Div Fidelity Advisor Health Care CLM (FACDX) — Gain Fidelity Advisor Equity Growth CLM (FPGAX) — Gain Fidelity Advisor Growth & Income CLM (FGIRX) — Cap. Gain Fidelity Advisor Technology CLM (FADTX) — Gain Clearbridge Aggr. Growth C — Cap. Gain Clearbridge All Cap Value C — Int/Div Oriental Trust (IRAs) (H) ROTH Diversified Growth IRAs — Int/Div Diversified Growth IRAs — Int/Div Education CD IRA — Interest CDIRA — Interest — Buy (add'l) Hills Bank certificate of deposit — Interest Hills Bank Cash Accounts (X ) — Interest Birmingham - eff Ala Civic Bds (X) — None Calexico Calif Uni Sch Dist Go Bds (X) — None Jowa Fin Auth Hlth Fax Rev Bds (X) — None Lakeshore Mich Pub Schs Bds (X) — Interest Wise ST Hlth & Edl Bds (X) — None Caribe Federal Cash Account — Interest TRUST #1 (KEOGH) (H) Fidelity Gov't Capital Reserves CL — Int/Div First Bank Corp. Stock (Preferred) — Int/Div Fidelity Advisor Health Care CLM (FACDX) — Gain Fidelity Advisor Equity Growth CLM (FPGAX) — Gain Fidelity Advisor Growth & Income CLM (FGIRX) — Cap. Gain Fidelity Advisor Technology CLM (FADTX) — Gain Clearbridge Aggr. Growth C — Cap. Gain Clearbridge All Cap Value C — Int/Div Oriental Trust (IRAs) (H) ROTH Diversified Growth IRAs — Int/Div Diversified Growth IRAs — Int/Div Education CD IRA — Interest CDIRA — Interest — Buy (add'l) Hills Bank certificate of deposit — Interest Hills Bank Cash Accounts (X ) — Interest Birmingham - eff Ala Civic Bds (X) — None Calexico Calif Uni Sch Dist Go Bds (X) — None Jowa Fin Auth Hlth Fax Rev Bds (X) — None Lakeshore Mich Pub Schs Bds (X) — Interest Wise ST Hlth & Edl Bds (X) — None Caribe Federal Cash Account — Interest 1. Regarding the IRA accounts my family has at Oriental Trust, as listed in my report at Part VII, page 4, lines 10-14, the specific names of the types of IRA accounts are listed below, followed by a description in parenthesis of the type of asset each account is comprised of: --ROTH Diversified Growth IRA (widely held managed fund; I have no discretion over assets); --Diversified Growth IRAs (widely held managed fund; I have no discretion over assets); --Education CD IRAs (certificate of deposit); --CD IRAs (certificates of deposit). 2. During the reportable year, I inherited the assets listed at Part VII, pages 4-5, lines 16-21. 3. Lopened the account listed at Part VII, page 5. line 22 in 2007, but its income and balance were not reportable until the year 2012. I wold like to amend my reports for each of the years 2012 to 2018, to include this cash account at Part VIL. For each of these years, the income amount code at column B1 should be and the income type at column B2 should be "interest." The value codes reported at column C1 should be as follows: 2012 (J); 2013 (K); 2014 (K); 2015 (M): 2016 (M); 2017 (L); and 2018 (L). For each year, the value method code at column C2 should be "T." Thank you. Amendment explanation: 1. Amended to delete the words "Redeem (part" mistakenly included at Part VII, line 12, column A of the original report. Second Amendment explanation: In response to a letter of inquiry, I clarified the names of the holdings listed at Part VII, lines 1, 4-7, and added "None" to column B(2) of lines 17, 18, 19, and 21. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33005. Public record. Not legal advice.