# Kelly Fitzgerald Pate > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33049 ## Record - **Judge:** Kelly Fitzgerald Pate - **Year:** 2020 - **Pages:** 6 ## Text Vanguard (H) Vanguard Cash Reserves Federal Money Marked Fund — Dividend FederaFranklin Templeton (H) Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend Franklin Growth Allocation Fund Class C — Dividend Alabama 529 Moderate Age Based Fund — None Alabama 529 Moderate Age Based Fund — None Alabama 529 Agressive Age Based Fund — None Mass Mutual 401k (H) American Funds EuroPacific Growth Fund — None — Sold (part) BlackRock Health Sciences Opportunites Fund — None — Sold (part) Fidelity Contrafund — None — Sold (part) Sel TRP/LS Blue Chip Growth Fd — None — Sold (part) Moderate Managed Account Portfolio CIT — None T. Rowe Price Retirement 2040 Fund — None Regions Bank Cash Account — None Synovus Bank Cash Account — None Vanguard (H) Vanguard Cash Reserves Federal Money Marked Fund — Dividend FederaFranklin Templeton (H) Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend Franklin Growth Allocation Fund Class C — Dividend Alabama 529 Moderate Age Based Fund — None Alabama 529 Moderate Age Based Fund — None Alabama 529 Agressive Age Based Fund — None Mass Mutual 401k (H) American Funds EuroPacific Growth Fund — None — Sold (part) BlackRock Health Sciences Opportunites Fund — None — Sold (part) Fidelity Contrafund — None — Sold (part) Sel TRP/LS Blue Chip Growth Fd — None — Sold (part) Moderate Managed Account Portfolio CIT — None T. Rowe Price Retirement 2040 Fund — None Regions Bank Cash Account — None Synovus Bank Cash Account — None Vanguard (H) Vanguard Cash Reserves Federal Money Marked Fund — Dividend FederaFranklin Templeton (H) Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend Franklin Growth Allocation Fund Class C — Dividend Alabama 529 Moderate Age Based Fund — None Alabama 529 Moderate Age Based Fund — None Alabama 529 Agressive Age Based Fund — None Mass Mutual 401k (H) American Funds EuroPacific Growth Fund — None — Sold (part) BlackRock Health Sciences Opportunites Fund — None — Sold (part) Fidelity Contrafund — None — Sold (part) Sel TRP/LS Blue Chip Growth Fd — None — Sold (part) Moderate Managed Account Portfolio CIT — None T. Rowe Price Retirement 2040 Fund — None Regions Bank Cash Account — None Synovus Bank Cash Account — None Vanguard (H) Vanguard Cash Reserves Federal Money Marked Fund — Dividend FederaFranklin Templeton (H) Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend Franklin Growth Allocation Fund Class C — Dividend Alabama 529 Moderate Age Based Fund — None Alabama 529 Moderate Age Based Fund — None Alabama 529 Agressive Age Based Fund — None Mass Mutual 401k (H) American Funds EuroPacific Growth Fund — None — Sold (part) BlackRock Health Sciences Opportunites Fund — None — Sold (part) Fidelity Contrafund — None — Sold (part) Sel TRP/LS Blue Chip Growth Fd — None — Sold (part) Moderate Managed Account Portfolio CIT — None T. Rowe Price Retirement 2040 Fund — None Regions Bank Cash Account — None Synovus Bank Cash Account — None Vanguard (H) Vanguard Cash Reserves Federal Money Marked Fund — Dividend FederaFranklin Templeton (H) Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend Franklin Growth Allocation Fund Class C — Dividend Alabama 529 Moderate Age Based Fund — None Alabama 529 Moderate Age Based Fund — None Alabama 529 Agressive Age Based Fund — None Mass Mutual 401k (H) American Funds EuroPacific Growth Fund — None — Sold (part) BlackRock Health Sciences Opportunites Fund — None — Sold (part) Fidelity Contrafund — None — Sold (part) Sel TRP/LS Blue Chip Growth Fd — None — Sold (part) Moderate Managed Account Portfolio CIT — None T. Rowe Price Retirement 2040 Fund — None Regions Bank Cash Account — None Synovus Bank Cash Account — None Vanguard (H) Vanguard Cash Reserves Federal Money Marked Fund — Dividend FederaFranklin Templeton (H) Franklin LifeSmart 2045 Retirement Target Fund Class C — Dividend Franklin Growth Allocation Fund Class C — Dividend Alabama 529 Moderate Age Based Fund — None Alabama 529 Moderate Age Based Fund — None Alabama 529 Agressive Age Based Fund — None Mass Mutual 401k (H) American Funds EuroPacific Growth Fund — None — Sold (part) BlackRock Health Sciences Opportunites Fund — None — Sold (part) Fidelity Contrafund — None — Sold (part) Sel TRP/LS Blue Chip Growth Fd — None — Sold (part) Moderate Managed Account Portfolio CIT — None T. Rowe Price Retirement 2040 Fund — None Regions Bank Cash Account — None Synovus Bank Cash Account — None Board of Directors, President, Family Sunshine Center Board of Directors, member, Britton YMCA Board of Directors, member, Federal Defenders Middle District of Alabama partner, Balch & Bingham LLP Board of Directors, President, Family Sunshine Center Board of Directors, member, Britton YMCA Board of Directors, member, Federal Defenders Middle District of Alabama partner, Balch & Bingham LLP Board of Directors, President, Family Sunshine Center Board of Directors, member, Britton YMCA Board of Directors, member, Federal Defenders Middle District of Alabama partner, Balch & Bingham LLP Board of Directors, President, Family Sunshine Center Board of Directors, member, Britton YMCA Board of Directors, member, Federal Defenders Middle District of Alabama partner, Balch & Bingham LLP Board of Directors, President, Family Sunshine Center Board of Directors, member, Britton YMCA Board of Directors, member, Federal Defenders Middle District of Alabama partner, Balch & Bingham LLP Board of Directors, President, Family Sunshine Center Board of Directors, member, Britton YMCA Board of Directors, member, Federal Defenders Middle District of Alabama partner, Balch & Bingham LLP Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual Agreement — 01/01/19 — Partnership Agreement with Balch & Bingham LLP providing for equity payout of 80% within 45 days of separating; remaining 20% after tax preparation Agreement — 2010 — Money Purchase Pension Plan through fmr law firm Balch & Bingham LLP frozen and rolled into 401(k) maintained through Balch & Bingham LLP managed by Mass Mutual Agreement — Began 2005 — 401(k) through former law firm Balch & Bingham managed by Mass Mutual Liability — Montgomery Academy — tuition Liability — Navient — (law shool) Student Loan Liability — Montgomery Academy — tuition Liability — Navient — (law shool) Student Loan Liability — Montgomery Academy — tuition Liability — Navient — (law shool) Student Loan Liability — Montgomery Academy — tuition Liability — Navient — (law shool) Student Loan Liability — Montgomery Academy — tuition Liability — Navient — (law shool) Student Loan Liability — Montgomery Academy — tuition Liability — Navient — (law shool) Student Loan Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44 Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00 Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44 Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00 Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44 Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00 Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44 Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00 Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44 Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00 Income — 2020 — Balch & Bingham LLP - equity partner income — $184,203.44 Income — 2020 — Balch & Bingham LLP - equity payout due to separation from partnership — $22,998.00 Spouse's income — 2020 — travel agent; self-employed Spouse's income — 2020 — travel agent; self-employed Spouse's income — 2020 — travel agent; self-employed Spouse's income — 2020 — travel agent; self-employed Spouse's income — 2020 — travel agent; self-employed Spouse's income — 2020 — travel agent; self-employed Part VII, Lines 6-8 - 529 Plan accounts only report unit value. No income or transaction information is provided. Part VII, Lines 9-15 - 401k Plan account does not report income or transaction information. Part VII, Line 13 - MassMutual Select T. Rowe Price Loomis Sayles on initial report is renamed to Sel TRP/LS Blue Chip Growth Fd on this report filing. Part VII, Lines 10-13 - Majority of employer profit sharing portion of 401k plan was paid out upon termination. Account statement only discloses withdrawal amounts. No gain or loss information is provided. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33049. Public record. Not legal advice.