# David Hittner

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33531

## Record

- **Judge:** David Hittner
- **Year:** 2020
- **Pages:** 7

## Text

BANK ACCOUNTS
BANK ACCOUNTS
Cash/Checking - JP Morgan Chase Bank — Interest — Distributed (part) — See VIII Addtl Explanation
Cash - Wells Fargo Bank — Interest — Open — See VIII Addtl Explanation
Cash - Frost Bank — Interest — Open — See VIII Addtl Explanation
Cash - Bank of America — Interest — Open — See VIII Addtl Explanation
Cash - Amegy Bank — Interest
IRA CD - JP Morgan Chase Bank — Interest
Cash/Savings - JP Morgan Chase Bank — Interest
Allegiance Bank - CD — Interest
Allegiance Bank - CD — Interest
LIFE INS/ANNUITIES:
Mutual Trst Life Ins. Co./Oakbrook, ILFixed — Interest
Jackson National Life Insurance
JNL/WMC Money Market — None
JNL/MC JNL5 — None — Merged (with line 16) — See VIII Addtl Explanation
JNL/RAFI MFUS Eq — None — Open — See VIII Addtl Explanation
JNL/S&P Dividend Inc. & Gr — None — See VIII Addtl Explanation
JNL/GS Dividend Inc. & Gr — None — Spinoff (from line 17) — See VIII Addtl Explanation
JNL/Invesco Global Real Estate — None
JNL/WMC Value — None
JNL/T. Rowe Price Value — None
JNL/MC Sm Cap Index — None
JNL/Fr Temp Incom — None
JNL/MC Nasdaq 100 — None
JNL/Double Line Core Fxdlnc — None
JNL/MC Dow Index — None
INVESTMENTS:
IMS SECURITIES INC:
Dreyfus Money Market Funds Class B — Dividend
WMT — Dividend
JNL/Double Line Core Fxdlnc — None
BANK ACCOUNTS
Cash/Checking - JP Morgan Chase Bank — Interest — Distributed (part) — See VIII Addtl Explanation
Cash - Wells Fargo Bank — Interest — Open — See VIII Addtl Explanation
Cash - Frost Bank — Interest — Open — See VIII Addtl Explanation
Cash - Bank of America — Interest — Open — See VIII Addtl Explanation
Cash - Amegy Bank — Interest
IRA CD - JP Morgan Chase Bank — Interest
Cash/Savings - JP Morgan Chase Bank — Interest
Allegiance Bank - CD — Interest
Allegiance Bank - CD — Interest
LIFE INS/ANNUITIES:
Mutual Trst Life Ins. Co./Oakbrook, ILFixed — Interest
Jackson National Life Insurance
JNL/WMC Money Market — None
JNL/MC JNL5 — None — Merged (with line 16) — See VIII Addtl Explanation
JNL/RAFI MFUS Eq — None — Open — See VIII Addtl Explanation
JNL/S&P Dividend Inc. & Gr — None — See VIII Addtl Explanation
JNL/GS Dividend Inc. & Gr — None — Spinoff (from line 17) — See VIII Addtl Explanation
JNL/Invesco Global Real Estate — None
JNL/WMC Value — None
JNL/T. Rowe Price Value — None
JNL/MC Sm Cap Index — None
JNL/Fr Temp Incom — None
JNL/MC Nasdaq 100 — None
JNL/MC Dow Index — None
INVESTMENTS:
IMS SECURITIES INC:
Dreyfus Money Market Funds Class B — Dividend
WMT — Dividend
Cash/Checking - JP Morgan Chase Bank — Interest — Distributed (part) — See VIII Addtl Explanation
Cash - Wells Fargo Bank — Interest — Open — See VIII Addtl Explanation
Cash - Frost Bank — Interest — Open — See VIII Addtl Explanation
Cash - Bank of America — Interest — Open — See VIII Addtl Explanation
Cash - Amegy Bank — Interest
IRA CD - JP Morgan Chase Bank — Interest
Cash/Savings - JP Morgan Chase Bank — Interest
Allegiance Bank - CD — Interest
Allegiance Bank - CD — Interest
LIFE INS/ANNUITIES:
Mutual Trst Life Ins. Co./Oakbrook, ILFixed — Interest
Jackson National Life Insurance
JNL/WMC Money Market — None
JNL/MC JNL5 — None — Merged (with line 16) — See VIII Addtl Explanation
JNL/RAFI MFUS Eq — None — Open — See VIII Addtl Explanation
JNL/S&P Dividend Inc. & Gr — None — See VIII Addtl Explanation
JNL/GS Dividend Inc. & Gr — None — Spinoff (from line 17) — See VIII Addtl Explanation
JNL/Invesco Global Real Estate — None
JNL/WMC Value — None
JNL/T. Rowe Price Value — None
JNL/MC Sm Cap Index — None
JNL/Fr Temp Incom — None
JNL/MC Nasdaq 100 — None
JNL/Double Line Core Fxdlnc — None
JNL/MC Dow Index — None
INVESTMENTS:
IMS SECURITIES INC:
Dreyfus Money Market Funds Class B — Dividend
WMT — Dividend
Director, Sam Houston Area Council/Boy Scouts of America
Director, Sam Houston Area Council/Boy Scouts of America
Director, Sam Houston Area Council/Boy Scouts of America
VII. INVESTMENTS and TRUSTS
1 - In March, 2020, I transferred a portion of funds from JP Morgan Chase Bank (Line 2) in equal amounts to Wells Fargo Bank (Line 3), Frost Bank (Line 4), and
Bank of America (Line 5) to enable me to secure FDIC insurance on savings accounts.
2 - There was an internal fund merger from JNL/MC JNL5 (Line 15) to JNL/RAFI MFUS Eq. (Line 16) with Jackson National Life Insurance.
3 - JNL/S&P Dividend Inc. & Gr (Line 17) underwent a name change to JNL/GS Dividend Inc. & Gr (Line 18) with Jackson National Life Insurance.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33531. Public record. Not legal advice.
