# Roy Bale Dalton jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33400 ## Record - **Judge:** Roy Bale Dalton jr - **Year:** 2020 - **Pages:** 10 ## Text Rugby Property, LLC: (Passive Investment as General Partner) Seaside Bank Account — None Rental Property #3 (Pensacola, FL) — Rent Rental Property, Orlando, FL — Rent Government Personnel Mutual Whole Life — Interest Seaside Bank Accounts — Interest John Hancock Guaranteed Universal Life Policy — None Working Interest - Baker, Fisher County, TX — Royalty Working Interest - Baldwin, Clay County, TX — None Working Interest - Cato #11, Hardeman County, TX — Royalty Working Interest - Gibson 1, Cottle County, TX — Royalty Working Interest - Hamilton #2, Palo Pinto County, TX — None Working Interest, Lytle Unit, Hardeman County, TX — Royalty Working Interest, Mayfield - Clay County, TX — Royalty Working Interest - McLellan-Swofford, Hardeman County, TX — Royalty Working Interest - McNeese West, Hardeman County, TX — Royalty Working Interest - Minshew Unit, Hardeman County, TX — Royalty Working Interest - Smith Eagle Creek #1, Nolan County, TX — None Working Interest - Smith Eagle Creek #2, Nolan County, TX — None Working Interest - Southern Cotton, Hardeman County, TX — Royalty Working Interest - Stell #2, Clay County, TX — Royalty Working Interest - Word #5, Hardeman County, TX — Royalty Working Interest - Word #A-2, Hardeman County, TX — Royalty Working Interest - Young, Hardeman County, TX — Royalty Working Interest - Word #4, Hardeman County, TX — None Working Interest - Johnson #1, King County, TX — Royalty Working Interest - Word #6, Hardeman County, TX — Royalty Working Interest - Southern Cotton A-1, Hardeman County, TX — Royalty Working Interest - House, Jack County, TX — Royalty GK Aviation, LLC (Passive Investment as a Limited Partner) — None GK Aviation, Inc. (Passive Investment as a Limited Shareholder) — None Brokerage Account #1: Seaside Bank Account Sweep Fund — Interest United Community Banks Inc (FKA Three Shores Bancorp) Common Stock — Dividend Brokerage Account #2: Seaside Bank Account Sweep Fund — Interest Eagle Mtn & Saginaw Tex Indpt Ultd Tax Ref Bds — Interest Wheelerville NY Un Free Sch D GO Sch Dist Bds — Interest Lord Abbett Investment Trust — Dividend Metropolitan West Total Return Fund — Dividend — Sold (part) Metropolitan West Total Return Fund — Buy (add'l) Metropolitan West Total Return Fund — Buy (add'l) Vanguard Total Stock Market Index Fund - ADM #585 Mutual Fund — Dividend — Sold (part) Vanguard Total Stock Market Index Fund - ADM #585 Mutual Fund — Buy (add'l) Vanguard Total Stock Market Index Fund - ADM #585 Mutual Fund — Sold (part) Vanguard Total Stock Market Index Fund - ADM #585 Mutual Fund — Sold (part) United Community Banks Inc (FKA Three Shores Bancorp) Common Stock — Dividend Fargo N D Ref Impt Bonds 2012 — Interest Berks County PA Go Bonds 2015 — Interest Wilkes County NC Ltd Oblig Ref Bonds 2015 — Interest Bellingham Washington Go Bonds — Interest Daytona Beach FL Go Ref Bonds 2012 — Interest Legg Mason Partners Equity (FKA: Clearbridge Large Cap Growth I Fd) — Dividend — Sold (part) Legg Mason Partners Equity (FKA: Clearbridge Large Cap Growth I Fd) — Sold (part) Columbia Dividend Income Fund Cl Y — Dividend — Sold (part) Hays Cnty Tex Ltd Tax Ref Bonds 2013 — Interest Vanguard Equity Income Fund (FKA Fenway Fds Equity Income Fd) — Dividend — Sold (part) Vanguard Equity Income Fund (FKA Fenway Fds Equity Income Fd) — Sold (part) Vanguard Equity Income Fund (FKA Fenway Fds Equity Income Fd) — Sold (part) Vanguard Equity Income Fund (FKA Fenway Fds Equity Income Fd) — Sold (part) Albuquerque N Mex Gen 3% Bond 2013 — Interest Tampa Bay Wtr Fla A Regl Wtr Ref Bonds 2015 — Interest Washington Cnty Ore Sch 5% Bond 2014 — Interest — Sold Pimco FDS Income Fund — Dividend — Sold (part) Pimco FDS Income Fund — Sold (part) Pimco FDS Income Fund — Sold (part) Bank of America Corp Fr Dtd 08/26/14 — Interest Marriott Intl Inc New Sr Glbl Dtd 09/14/15 — Interest — Sold Goldman Sachs Group Inc Sr Glbl — Interest CVS Health Corp 2.875% — Interest Bucks County PA Wtr & Sewer — Interest Cohen & Steers Real Estate Securities — Dividend — Sold Cohen & Steers Preferred Sec & Income — Dividend JP Morgan Chase & Co 3.625% 12/01/2027 Bond — Interest — Buy iShares Gold Trust Common Stock — None — Buy American Funds The Bond Fund of America Class F-3 — Dividend — Buy American Funds The Bond Fund of America Class F-3 — Buy (add'l) Franklin County Tennessee GO Bond — Interest — Buy Partner, Rugby Property, LLC Spouse's income — 2020 — Rugby Property, LLC - Management Fee 1) Part VII (Investments and Trusts): The royalty income disclosed in Column B for each working interest is gross income from the specific oil well. 2) Part VII (Investments and Trusts) - The Three Shores Bancorporation Common Stock reported on the 2019 FDR in Part VII, Line 30 was previously held outside of a brokerage account. During 2020, this common stock was moved into Brokerage Account #1. The common stock previously reported on Line 30 is now reported on Line 34 where it has been combined with the other Three Shores Bancorporation common stock that was already held inside of Brokerage Account #1. Additionally, Three Shares Bancorporation underwent a merger during 2020 and is now United Community Banks, Inc. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33400. Public record. Not legal advice.