# Kimberly G. Altman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33042

## Record

- **Judge:** Kimberly G. Altman
- **Year:** 2020
- **Pages:** 11

## Text

Bank of America - Cash equivalent accounts — Interest
JP Morgan Chase Bank - Cash equivalent accounts — Interest
American Funds Roth IRA # 1
American Funds Balanced Fund C — Int./Div.
American Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
American Funds Roth IRA # 2
American Funds Balanced Fund C — Int./Div.
American Fund Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Savings Plan - 2022-23 enrollment — None
Mich. Education Savings Plan - 2026-27 enrollment — None
Series EE Savings Bond — Interest
Fisher Phillips 401(k) Plan
RFGTX — Int./Div. — Buy
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
DODGX — Int./Div. — Buy (add'l)
RLBFX — Int./Div. — Buy (add'l)
RNPEX — Int./Div. — Buy (add'l)
Murray Law Group 401(k) Plan
American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed
LPL Financial - 1
Goldman Sachs Cash Account — Interest
BREIT — Dividend
LPL Finacial - 2 - Model Weath
JP Morgan Chase Cash Account — Interest
AKRIX — Dividend — Buy
AKRIX — Buy (add'l)
BGEGX — Dividend — Buy
BGRIX — Dividend — Buy
CSVZX — Dividend — Buy
CSVZX — Buy (add'l)
CSVZX — Buy (add'l)
OSCYX — Dividend — Buy (add'l)
OSCYX — Buy (add'l)
OSCYX — Sold (part)
LSGRX — Dividend — Buy (add'l)
MEIIX — Dividend — Buy (add'l)
PRSMX — Dividend — Buy (add'l)
PRSMX — Sold (part)
WFMIX — Dividend — Buy (add'l)
WITIX — Dividend — Buy (add'l)
WITIX — Buy (add'l)
WITIX — Sold (part)
WITIX — Buy (add'l)
DODGX — Dividend — Buy (add'l)
DODGX — Buy (add'l)
DODGX — Sold
EITEX — Dividend — Buy (add'l)
EITEX — Buy (add'l)
EITEX — Sold
HAMVX — Dividend — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Sold
JOHAX — Dividend — Buy (add'l)
JOHAX — Buy (add'l)
JOHAX — Sold
POGRX — Dividend — Buy (add'l)
POGRX — Buy (add'l)
POGRX — Sold
LPL - 3- Finacial Strategic Asst Mgt
Goldman Sachs Cash Account — Interest
JP Morgan Chase Cash Account — Interest
ARKK — Dividend — Buy
JAWWK — Dividend
JAGTX — Dividend
JAMRX — Dividend
JACTX — Dividend
VGT — Dividend
IEMG — Dividend — Sold
XLI — Dividend — Sold
VFH — Dividend — Sold
The Murray Law Group — Dividend — Sold
Bank of America - Cash equivalent accounts — Interest
JP Morgan Chase Bank - Cash equivalent accounts — Interest
American Funds Roth IRA # 1
American Funds Balanced Fund C — Int./Div.
American Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
American Funds Roth IRA # 2
American Funds Balanced Fund C — Int./Div.
American Fund Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Savings Plan - 2022-23 enrollment — None
Mich. Education Savings Plan - 2026-27 enrollment — None
Series EE Savings Bond — Interest
Fisher Phillips 401(k) Plan
RFGTX — Int./Div. — Buy
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
DODGX — Int./Div. — Buy (add'l)
RLBFX — Int./Div. — Buy (add'l)
RNPEX — Int./Div. — Buy (add'l)
Murray Law Group 401(k) Plan
American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed
LPL Financial - 1
Goldman Sachs Cash Account — Interest
BREIT — Dividend
LPL Finacial - 2 - Model Weath
JP Morgan Chase Cash Account — Interest
AKRIX — Dividend — Buy
AKRIX — Buy (add'l)
BGEGX — Dividend — Buy
BGRIX — Dividend — Buy
CSVZX — Dividend — Buy
CSVZX — Buy (add'l)
CSVZX — Buy (add'l)
OSCYX — Dividend — Buy (add'l)
OSCYX — Buy (add'l)
OSCYX — Sold (part)
LSGRX — Dividend — Buy (add'l)
MEIIX — Dividend — Buy (add'l)
PRSMX — Dividend — Buy (add'l)
PRSMX — Sold (part)
WFMIX — Dividend — Buy (add'l)
WITIX — Dividend — Buy (add'l)
WITIX — Buy (add'l)
WITIX — Sold (part)
WITIX — Buy (add'l)
DODGX — Dividend — Buy (add'l)
DODGX — Buy (add'l)
DODGX — Sold
EITEX — Dividend — Buy (add'l)
EITEX — Buy (add'l)
EITEX — Sold
HAMVX — Dividend — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Sold
JOHAX — Dividend — Buy (add'l)
JOHAX — Buy (add'l)
JOHAX — Sold
POGRX — Dividend — Buy (add'l)
POGRX — Buy (add'l)
POGRX — Sold
LPL - 3- Finacial Strategic Asst Mgt
Goldman Sachs Cash Account — Interest
JP Morgan Chase Cash Account — Interest
ARKK — Dividend — Buy
JAWWK — Dividend
JAGTX — Dividend
JAMRX — Dividend
JACTX — Dividend
VGT — Dividend
IEMG — Dividend — Sold
XLI — Dividend — Sold
VFH — Dividend — Sold
The Murray Law Group — Dividend — Sold
Bank of America - Cash equivalent accounts — Interest
JP Morgan Chase Bank - Cash equivalent accounts — Interest
American Funds Roth IRA # 1
American Funds Balanced Fund C — Int./Div.
American Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
American Funds Roth IRA # 2
American Funds Balanced Fund C — Int./Div.
American Fund Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Savings Plan - 2022-23 enrollment — None
Mich. Education Savings Plan - 2026-27 enrollment — None
Series EE Savings Bond — Interest
Fisher Phillips 401(k) Plan
RFGTX — Int./Div. — Buy
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
DODGX — Int./Div. — Buy (add'l)
RLBFX — Int./Div. — Buy (add'l)
RNPEX — Int./Div. — Buy (add'l)
Murray Law Group 401(k) Plan
American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed
LPL Financial - 1
Goldman Sachs Cash Account — Interest
BREIT — Dividend
LPL Finacial - 2 - Model Weath
JP Morgan Chase Cash Account — Interest
AKRIX — Dividend — Buy
AKRIX — Buy (add'l)
BGEGX — Dividend — Buy
BGRIX — Dividend — Buy
CSVZX — Dividend — Buy
CSVZX — Buy (add'l)
CSVZX — Buy (add'l)
OSCYX — Dividend — Buy (add'l)
OSCYX — Buy (add'l)
OSCYX — Sold (part)
LSGRX — Dividend — Buy (add'l)
MEIIX — Dividend — Buy (add'l)
PRSMX — Dividend — Buy (add'l)
PRSMX — Sold (part)
WFMIX — Dividend — Buy (add'l)
WITIX — Dividend — Buy (add'l)
WITIX — Buy (add'l)
WITIX — Sold (part)
WITIX — Buy (add'l)
DODGX — Dividend — Buy (add'l)
DODGX — Buy (add'l)
DODGX — Sold
EITEX — Dividend — Buy (add'l)
EITEX — Buy (add'l)
EITEX — Sold
HAMVX — Dividend — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Sold
JOHAX — Dividend — Buy (add'l)
JOHAX — Buy (add'l)
JOHAX — Sold
POGRX — Dividend — Buy (add'l)
POGRX — Buy (add'l)
POGRX — Sold
LPL - 3- Finacial Strategic Asst Mgt
Goldman Sachs Cash Account — Interest
JP Morgan Chase Cash Account — Interest
ARKK — Dividend — Buy
JAWWK — Dividend
JAGTX — Dividend
JAMRX — Dividend
JACTX — Dividend
VGT — Dividend
IEMG — Dividend — Sold
XLI — Dividend — Sold
VFH — Dividend — Sold
The Murray Law Group — Dividend — Sold
Bank of America - Cash equivalent accounts — Interest
JP Morgan Chase Bank - Cash equivalent accounts — Interest
American Funds Roth IRA # 1
American Funds Balanced Fund C — Int./Div.
American Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
American Funds Roth IRA # 2
American Funds Balanced Fund C — Int./Div.
American Fund Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Savings Plan - 2022-23 enrollment — None
Mich. Education Savings Plan - 2026-27 enrollment — None
Series EE Savings Bond — Interest
Fisher Phillips 401(k) Plan
RFGTX — Int./Div. — Buy
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
DODGX — Int./Div. — Buy (add'l)
RLBFX — Int./Div. — Buy (add'l)
RNPEX — Int./Div. — Buy (add'l)
Murray Law Group 401(k) Plan
American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed
LPL Financial - 1
Goldman Sachs Cash Account — Interest
BREIT — Dividend
LPL Finacial - 2 - Model Weath
JP Morgan Chase Cash Account — Interest
AKRIX — Dividend — Buy
AKRIX — Buy (add'l)
BGEGX — Dividend — Buy
BGRIX — Dividend — Buy
CSVZX — Dividend — Buy
CSVZX — Buy (add'l)
CSVZX — Buy (add'l)
OSCYX — Dividend — Buy (add'l)
OSCYX — Buy (add'l)
OSCYX — Sold (part)
LSGRX — Dividend — Buy (add'l)
MEIIX — Dividend — Buy (add'l)
PRSMX — Dividend — Buy (add'l)
PRSMX — Sold (part)
WFMIX — Dividend — Buy (add'l)
WITIX — Dividend — Buy (add'l)
WITIX — Buy (add'l)
WITIX — Sold (part)
WITIX — Buy (add'l)
DODGX — Dividend — Buy (add'l)
DODGX — Buy (add'l)
DODGX — Sold
EITEX — Dividend — Buy (add'l)
EITEX — Buy (add'l)
EITEX — Sold
HAMVX — Dividend — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Sold
JOHAX — Dividend — Buy (add'l)
JOHAX — Buy (add'l)
JOHAX — Sold
POGRX — Dividend — Buy (add'l)
POGRX — Buy (add'l)
POGRX — Sold
LPL - 3- Finacial Strategic Asst Mgt
Goldman Sachs Cash Account — Interest
JP Morgan Chase Cash Account — Interest
ARKK — Dividend — Buy
JAWWK — Dividend
JAGTX — Dividend
JAMRX — Dividend
JACTX — Dividend
VGT — Dividend
IEMG — Dividend — Sold
XLI — Dividend — Sold
VFH — Dividend — Sold
The Murray Law Group — Dividend — Sold
Bank of America - Cash equivalent accounts — Interest
JP Morgan Chase Bank - Cash equivalent accounts — Interest
American Funds Roth IRA # 1
American Funds Balanced Fund C — Int./Div.
American Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
American Funds Roth IRA # 2
American Funds Balanced Fund C — Int./Div.
American Fund Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Savings Plan - 2022-23 enrollment — None
Mich. Education Savings Plan - 2026-27 enrollment — None
Series EE Savings Bond — Interest
Fisher Phillips 401(k) Plan
RFGTX — Int./Div. — Buy
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
DODGX — Int./Div. — Buy (add'l)
RLBFX — Int./Div. — Buy (add'l)
RNPEX — Int./Div. — Buy (add'l)
Murray Law Group 401(k) Plan
American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed
LPL Financial - 1
Goldman Sachs Cash Account — Interest
BREIT — Dividend
LPL Finacial - 2 - Model Weath
JP Morgan Chase Cash Account — Interest
AKRIX — Dividend — Buy
AKRIX — Buy (add'l)
BGEGX — Dividend — Buy
BGRIX — Dividend — Buy
CSVZX — Dividend — Buy
CSVZX — Buy (add'l)
CSVZX — Buy (add'l)
OSCYX — Dividend — Buy (add'l)
OSCYX — Buy (add'l)
OSCYX — Sold (part)
LSGRX — Dividend — Buy (add'l)
MEIIX — Dividend — Buy (add'l)
PRSMX — Dividend — Buy (add'l)
PRSMX — Sold (part)
WFMIX — Dividend — Buy (add'l)
WITIX — Dividend — Buy (add'l)
WITIX — Buy (add'l)
WITIX — Sold (part)
WITIX — Buy (add'l)
DODGX — Dividend — Buy (add'l)
DODGX — Buy (add'l)
DODGX — Sold
EITEX — Dividend — Buy (add'l)
EITEX — Buy (add'l)
EITEX — Sold
HAMVX — Dividend — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Sold
JOHAX — Dividend — Buy (add'l)
JOHAX — Buy (add'l)
JOHAX — Sold
POGRX — Dividend — Buy (add'l)
POGRX — Buy (add'l)
POGRX — Sold
LPL - 3- Finacial Strategic Asst Mgt
Goldman Sachs Cash Account — Interest
JP Morgan Chase Cash Account — Interest
ARKK — Dividend — Buy
JAWWK — Dividend
JAGTX — Dividend
JAMRX — Dividend
JACTX — Dividend
VGT — Dividend
IEMG — Dividend — Sold
XLI — Dividend — Sold
VFH — Dividend — Sold
The Murray Law Group — Dividend — Sold
Bank of America - Cash equivalent accounts — Interest
JP Morgan Chase Bank - Cash equivalent accounts — Interest
American Funds Roth IRA # 1
American Funds Balanced Fund C — Int./Div.
American Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
American Funds Roth IRA # 2
American Funds Balanced Fund C — Int./Div.
American Fund Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Savings Plan - 2022-23 enrollment — None
Mich. Education Savings Plan - 2026-27 enrollment — None
Series EE Savings Bond — Interest
Fisher Phillips 401(k) Plan
RFGTX — Int./Div. — Buy
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
DODGX — Int./Div. — Buy (add'l)
RLBFX — Int./Div. — Buy (add'l)
RNPEX — Int./Div. — Buy (add'l)
Murray Law Group 401(k) Plan
American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed
LPL Financial - 1
Goldman Sachs Cash Account — Interest
BREIT — Dividend
LPL Finacial - 2 - Model Weath
JP Morgan Chase Cash Account — Interest
AKRIX — Dividend — Buy
AKRIX — Buy (add'l)
BGEGX — Dividend — Buy
BGRIX — Dividend — Buy
CSVZX — Dividend — Buy
CSVZX — Buy (add'l)
CSVZX — Buy (add'l)
OSCYX — Dividend — Buy (add'l)
OSCYX — Buy (add'l)
OSCYX — Sold (part)
LSGRX — Dividend — Buy (add'l)
MEIIX — Dividend — Buy (add'l)
PRSMX — Dividend — Buy (add'l)
PRSMX — Sold (part)
WFMIX — Dividend — Buy (add'l)
WITIX — Dividend — Buy (add'l)
WITIX — Buy (add'l)
WITIX — Sold (part)
WITIX — Buy (add'l)
DODGX — Dividend — Buy (add'l)
DODGX — Buy (add'l)
DODGX — Sold
EITEX — Dividend — Buy (add'l)
EITEX — Buy (add'l)
EITEX — Sold
HAMVX — Dividend — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Sold
JOHAX — Dividend — Buy (add'l)
JOHAX — Buy (add'l)
JOHAX — Sold
POGRX — Dividend — Buy (add'l)
POGRX — Buy (add'l)
POGRX — Sold
LPL - 3- Finacial Strategic Asst Mgt
Goldman Sachs Cash Account — Interest
JP Morgan Chase Cash Account — Interest
ARKK — Dividend — Buy
JAWWK — Dividend
JAGTX — Dividend
JAMRX — Dividend
JACTX — Dividend
VGT — Dividend
IEMG — Dividend — Sold
XLI — Dividend — Sold
VFH — Dividend — Sold
The Murray Law Group — Dividend — Sold
Bank of America - Cash equivalent accounts — Interest
JP Morgan Chase Bank - Cash equivalent accounts — Interest
American Funds Roth IRA # 1
American Funds Balanced Fund C — Int./Div.
American Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
American Funds Roth IRA # 2
American Funds Balanced Fund C — Int./Div.
American Fund Mutual Fund C — Int./Div.
Capital World Growth and Income Fund C — Int./Div.
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Trust - 4 sem prepaid college — None
Mich. Education Savings Plan - 2022-23 enrollment — None
Mich. Education Savings Plan - 2026-27 enrollment — None
Series EE Savings Bond — Interest
Fisher Phillips 401(k) Plan
RFGTX — Int./Div. — Buy
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
RFGTX — Buy (add'l)
DODGX — Int./Div. — Buy (add'l)
RLBFX — Int./Div. — Buy (add'l)
RNPEX — Int./Div. — Buy (add'l)
Murray Law Group 401(k) Plan
American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed
LPL Financial - 1
Goldman Sachs Cash Account — Interest
BREIT — Dividend
LPL Finacial - 2 - Model Weath
JP Morgan Chase Cash Account — Interest
AKRIX — Dividend — Buy
AKRIX — Buy (add'l)
BGEGX — Dividend — Buy
BGRIX — Dividend — Buy
CSVZX — Dividend — Buy
CSVZX — Buy (add'l)
CSVZX — Buy (add'l)
OSCYX — Dividend — Buy (add'l)
OSCYX — Buy (add'l)
OSCYX — Sold (part)
LSGRX — Dividend — Buy (add'l)
MEIIX — Dividend — Buy (add'l)
PRSMX — Dividend — Buy (add'l)
PRSMX — Sold (part)
WFMIX — Dividend — Buy (add'l)
WITIX — Dividend — Buy (add'l)
WITIX — Buy (add'l)
WITIX — Sold (part)
WITIX — Buy (add'l)
DODGX — Dividend — Buy (add'l)
DODGX — Buy (add'l)
DODGX — Sold
EITEX — Dividend — Buy (add'l)
EITEX — Buy (add'l)
EITEX — Sold
HAMVX — Dividend — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Buy (add'l)
HAMVX — Sold
JOHAX — Dividend — Buy (add'l)
JOHAX — Buy (add'l)
JOHAX — Sold
POGRX — Dividend — Buy (add'l)
POGRX — Buy (add'l)
POGRX — Sold
LPL - 3- Finacial Strategic Asst Mgt
Goldman Sachs Cash Account — Interest
JP Morgan Chase Cash Account — Interest
ARKK — Dividend — Buy
JAWWK — Dividend
JAGTX — Dividend
JAMRX — Dividend
JACTX — Dividend
VGT — Dividend
IEMG — Dividend — Sold
XLI — Dividend — Sold
VFH — Dividend — Sold
The Murray Law Group — Dividend — Sold
Trustee, Court Historical Society, Eastern District of Michigan
Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020
Trustee, Court Historical Society, Eastern District of Michigan
Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020
Trustee, Court Historical Society, Eastern District of Michigan
Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020
Trustee, Court Historical Society, Eastern District of Michigan
Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020
Trustee, Court Historical Society, Eastern District of Michigan
Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020
Trustee, Court Historical Society, Eastern District of Michigan
Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020
Trustee, Court Historical Society, Eastern District of Michigan
Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020
Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)
Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)
Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)
Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)
Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)
Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)
Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)
My merged his law firm, The Murray Law Group, P.C., with another law firm, Fisher & Phillips LLP, effective January 1, 2020. He was a shareholder in
The Murray Law Group, and is now a partner in Fisher & Phillips.
After the merger, all of the funds identified in Part VII lines 33-34 as The Murray Law Group 401(k) Plan were rolled over to the Fisher Phillips 401(k) Plan
identified in Part VII lines 18-32.
Prior to January 1, 2020, my received wages from The Murray Law Group, which were reported on an IRS Form W-2. After January 1, 2020, my
received distributions from The Murray Law Group as part of the wind down of its assets, which were reported on an IRS 1099 DIV.
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/33042. Public record. Not legal advice.
