# Steven Daniel Grimberg

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33503

## Record

- **Judge:** Steven Daniel Grimberg
- **Year:** 2020
- **Pages:** 11

## Text

First Citizen Bank cash accounts — Interest
401K #1 (H)
Voya Target Solution 2060 — Int./Div. — Closed
IRA #1 (H)
Fidelity Government Cash Reserves — Dividend — Merged (with line 36)
Baird Aggregate Bond Fund Instl — Dividend — Sold
Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold
Janus Henderson Flexible Bond I — Dividend — Sold
John Hancock Disciplined Value I — Dividend
Longleaf Partners — None — Sold
Amg Managers Montag & Caldwell Growth I — None — Sold
Northern Small Cap Value — None — Sold
Oakmark Intl Advisor Fund — None — Sold
Primecap Odyssey Growth Fund — None — Sold
T Rowe Price Emerg Markets Stock Fund I — None — Sold
Pimpco Total Return Instl — Dividend — Sold
WCM Focused Intl Growth Fund Instl — None — Sold
Madison Small Cap Fund Cl Y — None — Sold
AQR Managed Futures Strategy Fund Class I N/L — Dividend
Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend
Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend
Causeway International Value Fund Institutional Class N/L — Dividend
Columbia Contrarian Core Fund Inst CL N/ L — Dividend
Columbia Dividend Income Fund Inst CL N/ L — Dividend
EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold
Fuller & Thaler Behavioral Small Cap EQ FD INST CLS N/L — Dividend
Hartford Midcap Fund Class I N/L — Dividend
MFS International Growth Fund Class I N/L — Dividend
MFS Research Fund Class I N/L — Dividend
SEI U.S. Managed Volatility Fund Class Y N/L — Dividend
T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend
Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold
Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend
Wasatch Core Growth Fund Inst Class N/L — Dividend
Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend
Cash — Interest
401K #2 (H)
Voya: Bond Fund — Interest
Voya: State Street S&P 500 Index Fund — Dividend
Voya: US Structured Research Strat — Dividend
Russell Large Cap Value Index — Dividend
Russell Large Cap Growth Index — Dividend
Russell Small Cap Index — Dividend
Voya: Euro Pacific Growth Fund — Dividend
Voya EAFE Stock Index — Dividend
IRA #2 (H)
Fidelity Government Cash Reserves — Dividend — Merged (with line 78)
Baird Aggregate Bond Fund Instl — Dividend — Sold
Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold
Harbor Cap App Inst — None — Sold
Janus Henderson Flexible Bond I — Dividend — Sold
John Hancock Disciplined Value I — Dividend
Longleaf Partners — None — Sold
Northern Small Cap Value — None — Sold
Oakmark Intl Advisor Fund — None — Sold
Primecap Odyssey Growth Fund — None — Sold
T Rowe Price Emerg Markets Stock Fund I — None — Sold
Pimpco Total Return Instl — Dividend — Sold
WCM Focused Intl Growth Fund Instl — None — Sold
Madison Small Cap Fund CL Y — None — Sold
AQR Managed Futures Strategy Fund Class I N/L — Dividend
Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend
Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend
Causeway International Value Fund Institutional Class N/L — Dividend
Columbia Contrarian Core Fund Inst CL N/ L — Dividend
Columbia Dividend Income Fund Inst CL N/ L — Dividend
EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold
Fuller & Thaler Behavioral Small Cap EQ FD Inst CLS N/L — Dividend
Hartford Midcap Fund Class I N/L — Dividend
MFS International Growth Fund Class I N/L — Dividend
MFS Research Fund Class I N/L — Dividend
SEI U.S. Managed Volatility Fund Class Y N/L — Dividend
T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend
Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold
Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend
Wasatch Core Growth Fund Inst Class N/L — Dividend
Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend
Cash — Interest
IRA/SEP (H)
American Funds: American High-Income Trust Fund — Dividend — Sold
American Funds: EuroPacfic Growth Fund — None — Sold
American Funds: The Growth Fund of America — None — Sold
American Funds: Smallcap World Fund — None — Sold
Georgia Path2College 529 Plan #1: Aggressive Managed Alloc Option 9-10 — None — Merged (with line 86)
Georgia Path2College 529 #2: Aggressive Managed Alloc Option 5-8 — None — Merged (with line 87)
Georgia Path2College 529 Plan #1: 2026/2027 Aggressive Enrollment Port — None
Georgia Path2College 529 Plan #2: 2030/2031 Aggressive Enrollment Port — None
First Citizen Bank cash accounts — Interest
401K #1 (H)
Voya Target Solution 2060 — Int./Div. — Closed
IRA #1 (H)
Fidelity Government Cash Reserves — Dividend — Merged (with line 36)
Baird Aggregate Bond Fund Instl — Dividend — Sold
Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold
Janus Henderson Flexible Bond I — Dividend — Sold
John Hancock Disciplined Value I — Dividend
Longleaf Partners — None — Sold
Amg Managers Montag & Caldwell Growth I — None — Sold
Northern Small Cap Value — None — Sold
Oakmark Intl Advisor Fund — None — Sold
Primecap Odyssey Growth Fund — None — Sold
T Rowe Price Emerg Markets Stock Fund I — None — Sold
Pimpco Total Return Instl — Dividend — Sold
WCM Focused Intl Growth Fund Instl — None — Sold
Madison Small Cap Fund Cl Y — None — Sold
AQR Managed Futures Strategy Fund Class I N/L — Dividend
Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend
Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend
Causeway International Value Fund Institutional Class N/L — Dividend
Columbia Contrarian Core Fund Inst CL N/ L — Dividend
Columbia Dividend Income Fund Inst CL N/ L — Dividend
EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold
Fuller & Thaler Behavioral Small Cap EQ FD INST CLS N/L — Dividend
Hartford Midcap Fund Class I N/L — Dividend
MFS International Growth Fund Class I N/L — Dividend
MFS Research Fund Class I N/L — Dividend
SEI U.S. Managed Volatility Fund Class Y N/L — Dividend
T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend
Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold
Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend
Wasatch Core Growth Fund Inst Class N/L — Dividend
Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend
Cash — Interest
401K #2 (H)
Voya: Bond Fund — Interest
Voya: State Street S&P 500 Index Fund — Dividend
Voya: US Structured Research Strat — Dividend
Russell Large Cap Value Index — Dividend
Russell Large Cap Growth Index — Dividend
Russell Small Cap Index — Dividend
Voya: Euro Pacific Growth Fund — Dividend
Voya EAFE Stock Index — Dividend
IRA #2 (H)
Fidelity Government Cash Reserves — Dividend — Merged (with line 78)
Baird Aggregate Bond Fund Instl — Dividend — Sold
Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold
Harbor Cap App Inst — None — Sold
Janus Henderson Flexible Bond I — Dividend — Sold
John Hancock Disciplined Value I — Dividend
Longleaf Partners — None — Sold
Northern Small Cap Value — None — Sold
Oakmark Intl Advisor Fund — None — Sold
Primecap Odyssey Growth Fund — None — Sold
T Rowe Price Emerg Markets Stock Fund I — None — Sold
Pimpco Total Return Instl — Dividend — Sold
WCM Focused Intl Growth Fund Instl — None — Sold
Madison Small Cap Fund CL Y — None — Sold
AQR Managed Futures Strategy Fund Class I N/L — Dividend
Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend
Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend
Causeway International Value Fund Institutional Class N/L — Dividend
Columbia Contrarian Core Fund Inst CL N/ L — Dividend
Columbia Dividend Income Fund Inst CL N/ L — Dividend
EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold
Fuller & Thaler Behavioral Small Cap EQ FD Inst CLS N/L — Dividend
Hartford Midcap Fund Class I N/L — Dividend
MFS International Growth Fund Class I N/L — Dividend
MFS Research Fund Class I N/L — Dividend
SEI U.S. Managed Volatility Fund Class Y N/L — Dividend
T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend
Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold
Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend
Wasatch Core Growth Fund Inst Class N/L — Dividend
Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend
Cash — Interest
IRA/SEP (H)
American Funds: American High-Income Trust Fund — Dividend — Sold
American Funds: EuroPacfic Growth Fund — None — Sold
American Funds: The Growth Fund of America — None — Sold
American Funds: Smallcap World Fund — None — Sold
Georgia Path2College 529 Plan #1: Aggressive Managed Alloc Option 9-10 — None — Merged (with line 86)
Georgia Path2College 529 #2: Aggressive Managed Alloc Option 5-8 — None — Merged (with line 87)
Georgia Path2College 529 Plan #1: 2026/2027 Aggressive Enrollment Port — None
Georgia Path2College 529 Plan #2: 2030/2031 Aggressive Enrollment Port — None
First Citizen Bank cash accounts — Interest
401K #1 (H)
Voya Target Solution 2060 — Int./Div. — Closed
IRA #1 (H)
Fidelity Government Cash Reserves — Dividend — Merged (with line 36)
Baird Aggregate Bond Fund Instl — Dividend — Sold
Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold
Janus Henderson Flexible Bond I — Dividend — Sold
John Hancock Disciplined Value I — Dividend
Longleaf Partners — None — Sold
Amg Managers Montag & Caldwell Growth I — None — Sold
Northern Small Cap Value — None — Sold
Oakmark Intl Advisor Fund — None — Sold
Primecap Odyssey Growth Fund — None — Sold
T Rowe Price Emerg Markets Stock Fund I — None — Sold
Pimpco Total Return Instl — Dividend — Sold
WCM Focused Intl Growth Fund Instl — None — Sold
Madison Small Cap Fund Cl Y — None — Sold
AQR Managed Futures Strategy Fund Class I N/L — Dividend
Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend
Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend
Causeway International Value Fund Institutional Class N/L — Dividend
Columbia Contrarian Core Fund Inst CL N/ L — Dividend
Columbia Dividend Income Fund Inst CL N/ L — Dividend
EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold
Fuller & Thaler Behavioral Small Cap EQ FD INST CLS N/L — Dividend
Hartford Midcap Fund Class I N/L — Dividend
MFS International Growth Fund Class I N/L — Dividend
MFS Research Fund Class I N/L — Dividend
SEI U.S. Managed Volatility Fund Class Y N/L — Dividend
T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend
Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold
Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend
Wasatch Core Growth Fund Inst Class N/L — Dividend
Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend
Cash — Interest
401K #2 (H)
Voya: Bond Fund — Interest
Voya: State Street S&P 500 Index Fund — Dividend
Voya: US Structured Research Strat — Dividend
Russell Large Cap Value Index — Dividend
Russell Large Cap Growth Index — Dividend
Russell Small Cap Index — Dividend
Voya: Euro Pacific Growth Fund — Dividend
Voya EAFE Stock Index — Dividend
IRA #2 (H)
Fidelity Government Cash Reserves — Dividend — Merged (with line 78)
Baird Aggregate Bond Fund Instl — Dividend — Sold
Credit Suisse Commd Rtrn Strtgy Instl Sh — None — Sold
Harbor Cap App Inst — None — Sold
Janus Henderson Flexible Bond I — Dividend — Sold
John Hancock Disciplined Value I — Dividend
Longleaf Partners — None — Sold
Northern Small Cap Value — None — Sold
Oakmark Intl Advisor Fund — None — Sold
Primecap Odyssey Growth Fund — None — Sold
T Rowe Price Emerg Markets Stock Fund I — None — Sold
Pimpco Total Return Instl — Dividend — Sold
WCM Focused Intl Growth Fund Instl — None — Sold
Madison Small Cap Fund CL Y — None — Sold
AQR Managed Futures Strategy Fund Class I N/L — Dividend
Baillie Gifford Emerging Markets Equities Inst CL N/L — Dividend
Brown Advisory Growth Equity Fund Institutional Shares N/L — Dividend
Causeway International Value Fund Institutional Class N/L — Dividend
Columbia Contrarian Core Fund Inst CL N/ L — Dividend
Columbia Dividend Income Fund Inst CL N/ L — Dividend
EuroPacific Growth Fund Class F2 - American Funds N/L — None — Sold
Fuller & Thaler Behavioral Small Cap EQ FD Inst CLS N/L — Dividend
Hartford Midcap Fund Class I N/L — Dividend
MFS International Growth Fund Class I N/L — Dividend
MFS Research Fund Class I N/L — Dividend
SEI U.S. Managed Volatility Fund Class Y N/L — Dividend
T. Rowe Price U.S. Equity Research FD Inv CLS N/L — Dividend
Victory Integrity Small Cap Value Fund Class Y N/L — None — Sold
Victory Trivalent Intl Small-Cap Fund Class Y N/L — Dividend
Wasatch Core Growth Fund Inst Class N/L — Dividend
Wells Fargo Special Mid Cap Value FD Class I N/L — Dividend
Cash — Interest
IRA/SEP (H)
American Funds: American High-Income Trust Fund — Dividend — Sold
American Funds: EuroPacfic Growth Fund — None — Sold
American Funds: The Growth Fund of America — None — Sold
American Funds: Smallcap World Fund — None — Sold
Georgia Path2College 529 Plan #1: Aggressive Managed Alloc Option 9-10 — None — Merged (with line 86)
Georgia Path2College 529 #2: Aggressive Managed Alloc Option 5-8 — None — Merged (with line 87)
Georgia Path2College 529 Plan #1: 2026/2027 Aggressive Enrollment Port — None
Georgia Path2College 529 Plan #2: 2030/2031 Aggressive Enrollment Port — None
Member, Board of Trustees, American Inns of Court
Team Leader, Emory University School of Law, Kessler Eidson Trial Techniques Program
Member, Executive Committee, Clarence Cooper (formerly Lamar) Inn of Court
Member, Board of Trustees, American Inns of Court
Team Leader, Emory University School of Law, Kessler Eidson Trial Techniques Program
Member, Executive Committee, Clarence Cooper (formerly Lamar) Inn of Court
Member, Board of Trustees, American Inns of Court
Team Leader, Emory University School of Law, Kessler Eidson Trial Techniques Program
Member, Executive Committee, Clarence Cooper (formerly Lamar) Inn of Court
Liability — First Citizens Bank — Co-signer on line of credit secured by real property (not primary residence)
Liability — First Citizens Bank — Co-signer on line of credit secured by real property (not primary residence)
Liability — First Citizens Bank — Co-signer on line of credit secured by real property (not primary residence)
Income — 2020 — Emory University School of Law - wages — $3,500.00
Income — 2020 — Emory University School of Law - wages — $3,500.00
Income — 2020 — Emory University School of Law - wages — $3,500.00
Spouse's income — 2020 — Booz Allen Hamilton, Inc. - wages
Spouse's income — 2020 — Booz Allen Hamilton, Inc. - wages
Spouse's income — 2020 — Booz Allen Hamilton, Inc. - wages

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33503. Public record. Not legal advice.