# William Harold Albritton 3

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33074

## Record

- **Judge:** William Harold Albritton 3
- **Year:** 2020
- **Pages:** 19

## Text

SERVISFIRST BANK CASH ACCOUNTS — Interest
BROKERAGE ACCOUNT #1 (H)
UBS BANK USA DEP ACCT — Dividend
UNTS AAM DIV RULER PRTFO SER 2018D — Dividend — Redeemed
UNTS AAM DIV RULER PRTFO SER 2020A — Dividend — Buy
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2020A — Buy (add'l)
TRUST #1 (H)
UBS BANK USA DEP ACCT — Interest
EXXON MOBIL CORP — Dividend
APPLE INC — Dividend — Buy
TRUST #2 (H)
ALPS ETF TR ALERIAN MLP — Dividend — Sold
ALERIAN MLP ETF — Dividend — Merged (with line 24)
AT&T INC — Dividend — Sold
ABBVIE INC COM — Dividend
BLACKROCK TAXABLE MUNICIPAL BOND TRUST — Dividend
BOEING COMPANY COMMON STOCK — Dividend
BOEING COMPANY COMMON STOCK — Sold (part)
BRIGHTHOUSE FINANCIAL INC — None — Sold
CATERPILLAR INC COMMON STOCK — Dividend
CATERPILLAR INC COMMON STOCK — Sold (part)
COCA COLA CO COM COMMON STOCK — Dividend
COCA COLA CO COM COMMON STOCK — Sold (part)
FACEBOOK INC CL A — None
WALT DISNEY CO (HOLDING CO) DISNEY — Dividend
WALT DISNEY CO (HOLDING CO) DISNEY — Sold (part)
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF — Dividend
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF — Sold (part)
FT-PREFERRED SECUR & INC ETF — Dividend
GANNETT CO INC (X) — None — Sold
GENERAL ELECTRIC — Dividend
GENERAL ELECTRIC — Sold (part)
GLAXO SMITHKLINE PLC ADR — Dividend — Sold
HOME DEPOT INC — Dividend
INTL BUSINESS MACHINES CORP IBM — Dividend — Sold
INTL BUSINESS MACHINES CORP IBM — Sold (part)
JPMORGAN CHASE & CO — Dividend
JPMORGAN CHASE & CO — Sold (part)
MCDONALDS CORP — Dividend
MCDONALDS CORP — Sold (part)
METLIFE INC — Dividend — Sold
PFIZER INC COMMON STOCK — Dividend
PFIZER INC COMMON STOCK — Sold (part)
VANGUARD S&P 500 ETF — Dividend
VANGUARD S&P 500 ETF — Sold (part)
VIATRIS INC (X) — Sold (part)
UBS BANK USA DEP ACCT — Interest
LOWNDES CNTY ALA WTS — Interest — Redeemed
WABTEC INC — Dividend — Sold
FIRST TRUST ENHANCED SHORT MAT FUND ETF — Dividend — Buy
AMAZON.COM IN — Buy
APPLE INC. — Buy
MICROSOFT CORP — Buy
SALESFORCE.COM INC — Buy
TESLA INC. — Buy
IRA ACCOUNT #1 (H)
UBS BANK USA DEP ACCT — Interest
UNTS AAM DIV RULER PRTFO SER 2019B — Dividend — Redeemed
UNTS AAM DIV RULER PRTFO SER 2019B — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2019B — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2019B — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2019B — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2019B — Buy (add'l)
UNTS AAM DIV RULER PRTFO SER 2019B — Buy (add'l)
UNTS FT CAP STRENGTH PRTFO SER 54 — Buy
IRA ACCOUNT #2 (H)
UBS BANK USA DEP ACCT — Interest
JP MORGAN CHASE & CO DE — Dividend
JP MORGAN CHASE & CO DE — Sold (part)
UNITEDHEALTH GROUP INC DE — Dividend
FIRST TRUST ENHANCED SHORT MAT FUND ETF — Dividend
FIRST TRUST ENHANCED SHORT MAT FUND ETF — Sold (part)
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES — Dividend
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES — Sold (part)
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES — Sold (part)
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES — Sold (part)
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX — Dividend — Sold
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX — Sold (part)
SUNCOR ENERGY INC NEW CAD — Dividend — Sold
SUNCOR ENERGY INC NEW CAD — Sold (part)
ROCKWELL AUTOMATION INC NEW — Dividend
ADOBE SYSTEMS INC — None
VISA INC CL A DE — Dividend
COCA COLA CO COM DE — Dividend
COCA COLA CO COM DE — Sold (part)
COCA COLA CO COM DE — Sold (part)
AMERICAN TOWER CORP REIT DE — Dividend
FIRST TRUST EXCHANGE TECHNOLOGY ALPHADEX FUND-FXL — Dividend — Sold
FIRST TRUST EXCHANGE TECHNOLOGY ALPHADEX FUND-FXL — Sold (part)
LINDE PLC EUR (Y)
APPLE INC DE — Dividend
APPLE INC DE — Sold (part)
LAUDER ESTEE COS CL A DE — Dividend
VF CORP DE — Dividend
VF CORP DE — Sold (part)
VF CORP DE — Sold (part)
TJX COS INC NEW DE — Dividend
TJX COS INC NEW DE — Sold (part)
TJX COS INC NEW DE — Sold (part)
TEXAS INSTRUMENTS DE — Dividend
TEXAS INSTRUMENTS DE — Sold (part)
NOVARTIS AG SPON ADR DE — Dividend
NOVARTIS AG SPON ADR DE — Sold (part)
NOVARTIS AG SPON ADR DE — Sold (part)
MONDELEZ INTL INC DE — Dividend
MONDELEZ INTL INC DE — Sold (part)
MONDELEZ INTL INC DE — Sold (part)
MARSH & MCLENNAN COS INC DE — Dividend
MARSH & MCLENNAN COS INC DE — Sold (part)
MARSH & MCLENNAN COS INC DE — Sold (part)
MICROSOFT CORP DE — Dividend
MICROSOFT CORP DE — Sold (part)
MICROSOFT CORP DE — Sold (part)
INVESCO BULLETSHARES 2022 HIGH CORPORATE — Dividend — Sold
INVESCO BULLETSHARES 2022 HIGH CORPORATE — Sold (part)
INTERCONTINENTAL EXCHANGE GROUP — Dividend
INTERCONTINENTAL EXCHANGE GROUP — Sold (part)
INTERCONTINENTAL EXCHANGE GROUP — Sold (part)
INTEL CORP DE — Dividend
INTEL CORP DE — Sold (part)
INTEL CORP DE — Sold (part)
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF — Dividend — Sold
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF — Sold (part)
FT-PREFERRED SECUR & INC ETF — Dividend
FT-PREFERRED SECUR & INC ETF — Sold (part)
FT-PREFERRED SECUR & INC ETF — Sold (part)
FIRST TRUST -INDUSTRIALS/ PRODUCER DURABLES ALPHADEXTM FUND-FXR — Dividend — Sold
FIRST TRUST -INDUSTRIALS/ PRODUCER DURABLES ALPHADEXTM FUND-FXR — Sold (part)
HONEYWELL INTL INC — Dividend
ACCENTURE PLC IRELAND CL A — Dividend
ALPHABET INC CL A — None
AMERIPRISE FINANCIAL INC — Dividend
AMERIPRISE FINANCIAL INC — Sold (part)
BLACKROCK INC — Dividend
CHEVRON CORP — Dividend
CHEVRON CORP — Sold (part)
CHUBB LTD CHF — Dividend
CRANE CO DE — Dividend
CRANE CO DE — Sold (part)
DANAHER CORP — Dividend
DANAHER CORP — Sold (part)
DIAGEO PLC NEW GB SPON ADR — Dividend
FACEBOOK INC CL A — None
HOME DEPOT INC — Dividend
LOCKHEED MARTIN CORP — Dividend
LOWES COMPANIES INC — Dividend
LOWES COMPANIES INC — Sold (part)
LOWES COMPANIES INC — Sold (part)
MCDONALDS CORP — Dividend
MEDTRONIC PLC — Dividend
MEDTRONIC PLC — Sold (part)
NEXTERA ENERGY INC COM — Dividend
NEXTERA ENERGY INC COM — Sold (part)
O REILLY AUTOMOTIVE INC — None
PARKER HANNIFIN CORP — Dividend
UNION PACIFIC CORP — Dividend
UNTD TECHNOLOGIES CORP — Dividend — Merged (with line 172)
RAYTHEON TECHNOLOGIES CORP (X) — Dividend
OTIS WORLDWIDE CORP — None — Spinoff (from line 172)
OTIS WORLDWIDE CORP — Sold (part)
OTIS WORLDWIDE CORP — Sold
CARRIER GLOBAL CORP — Spinoff (from line 172)
CARRIER GLOBAL CORP — Sold
WALT DISNEY CO (HOLDING CO) DISNEY COM — Dividend
WALT DISNEY CO (HOLDING CO) DISNEY COM — Sold (part)
THERMO FISHER SCIENTIFIC INC (X) — Dividend
TRUST #3 (H)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Int./Div.
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Sold (part)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
SCHWAB VALUE ADVANTAGE MONEY MARKET FUND — Buy (add'l)
TRUST #4 (H)
ALABAMA ST PUB SCH & COLLEGE A 5% — Interest — Matured
ATHENS ALA 5% — Interest
AUBURN ALA 5% — Interest
BIRMINGHAM ALA SPL CARE FACS F 5% — Interest
ENTERPRISE ALA 4% — Interest — Matured
FLORENCE ALA 5% — Interest
MOBILE AL W/S 5% — Interest
MOBILE CNTY AL 5% — Interest
OXFORD ALA 5% — Interest
TEXAS ST 5% — Interest
TUSCALOOSA ALA CITY BRD ED SCH 5% — Interest
TUSCALOOSA AL 4% GO UTX — Interest
UNIVERSITY OF ALA GEN REV 5% — Interest
UNIVERSITY OF ALA AT BIRMINGHA 5% — Interest — Matured
FLORIDA ST BRD ED LOTTERY REV 5% — Interest
MINNEAPOLIS & ST PAUL MINN HSG — Interest
DENTON TEX 5% — Interest
HARRIS CNTY TEX MET TRAN AUTH 5% — Interest
NORTH TEX MUN WTR DIST UPPER E 5% — Interest
PORT SEATTLE WAS REV 5% — Interest
THURSTON CNTY WASH SCH DIST NO 5% — Interest
WASHINGTON ST 5% — Interest
WEST VA COMMR OF HWYS SPL OBLI 5% — Interest
CLARK CNTY NV PFC 5% — Interest
AMERN MUNI PWR OH 5% ELEC UTIL — Interest
SCHWAB GOVT MONEY FUND — Int./Div. — Buy (add'l)
HONOLULU HAWAII CITY & CNTY 5% — Interest
NORTH CAROLINA ST GRANT ANTIC 5% — Interest
AMARILLO TX WWKS&SW 5% 22 — Interest — Buy
COOK KANE LAKE & MCHENRY CNTY 4% 12/15/2027 — None — Buy
Director, Montgomery Symphony Association
Income — 2020 — UBS Financial Services Inc. - IRA-Distributions — $17,560.00

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33074. Public record. Not legal advice.
