# Liam O'Grady > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33730 ## Record - **Judge:** Liam O'Grady - **Year:** 2020 - **Pages:** 13 ## Text Suntrust Money Market — Interest Suntrust IRA — Interest Wells Fargo IRA — Interest Brokerage Account #1 (Nos. 5 through 87) (H) Visa Incorporated — Dividend Expeditors Int'l Wash, Inc (EXPD) — Dividend Amphenol Corp. — Dividend Aflac Inc Stock — Dividend Abbott Labs Stock — Dividend Boeing Co. Stock — Dividend — Sold Air Products & Chemicals, Inc — Dividend — Sold (part) D. R. Horton, Inc. — Dividend Apple Incorporated — Dividend — Sold (part) Apple Incorporated — Sold (part) ADP, Inc. — Dividend AT&T — Dividend CVS Health Corp. — Dividend — Buy American Express — Dividend Colgate Palmolive Company — Dividend Raymond James Bank Cash Account — Interest Exxon Mobil Stock — Dividend — Sold Nextera Energey Inc. — Dividend — Sold (part) Bristol-Meyers Squibb — Dividend — Buy Cognizant Technology — Dividend Cerner Corporation — Dividend Kimberly Clark Co (KMB) — Dividend Factset Research Systems, Inc. — Dividend General MLS Inc. — Dividend Fiserv Incorporated — Dividend Merck & Company, Inc. — Dividend — Buy Lowes Companies — Dividend — Sold Sherwin Williams Corp. — Dividend IBM Stock — Dividend — Sold Becton Dickinson Corp. — Dividend Johnson & Johnson Stock — Dividend Chevron Corporation — Dividend Marriott Int'l. Inc J.A. (MAR) — Dividend — Sold WW Grainger Stock — Dividend Nike, Inc., Class B — Dividend — Sold (part) Truist Finl. Corp. (TFG) — Dividend Mettler Toledo, Intl. — None — Sold United Parcel Serv. Inc. Class B (UPS) — Dividend Genuine Parts Company — Dividend Illinois Tool Works Stock — Dividend Amazon.com — None — Sold (part) Amazon.com — Sold (part) Walt Disney Company — Dividend Pepsico Stock — Dividend Ecolab, Inc. — Dividend Medtronic — Dividend — Buy Stryker Stock — Dividend Royal Dutch Shell — Dividend — Sold Edwards Lifesciences Corp. — None Wal-Mart Stock — Dividend Amerisourcebergen — Dividend Ball Corporation — Dividend — Sold (part) Danaher Corp. Stock — Dividend — Sold (part) Danaher Corp. Stock — Sold (part) Cisco Sysems, Inc. — Dividend — Buy Concoco Phillips — Dividend Idexx Labs Inc. — None — Sold (part) Idexx Labs Inc. — Sold (part) Home Depot — Dividend United Technologies Stock — Dividend — Sold Costco Wholesale Stock — Dividend — Sold (part) Amgen Stock — Dividend Donaldson, Inc. — Dividend Microsoft Corporation — Dividend — Sold (part) Microsoft Corporation — Sold (part) Oracle Corp. — Dividend Proctor & Gamble Stock — Dividend Church & Dwight — Dividend Clorox Company — Dividend Walgreen Stock — Dividend — Sold McDonalds Corporation Stock — Dividend Emerson Electric Stock — Dividend Fastenal Company — Dividend — Sold (part) 3M — Dividend Alphabet Inc. — None JP Morgan Chase Stock — Dividend Mastercard, Inc. — Dividend — Sold Vulcan Materials Company — Dividend Verizon, Inc. — Dividend Roper Technologies — Dividend Thermo Fisher Scientific Inc. — Dividend — Sold (part) Thermo Fisher Scientific Inc. — Sold O'Reilly Automotive — None Lockheed Martin Corp. — Dividend Checkpoint Software — None Honeywell Intl Stock — Dividend Varian Med Systems, Inc. — None Jefferson Pilot Ins. Policy, bought by Lincoln Fin. Grp; see Sec VIII — Interest Dreyfus Prem Worldwide Stock — Dividend Regions Trust Cash Sweep — Interest — Sold Life Ins. Madison Life (formerly Dixie National) See Section VIII — None Life Insurance Liberty National; whole life. — None Burke & Herbert Cking/ Money Market — Interest United Security Bancshares - Stock — Dividend Burke & Herbert 529 Plan - cash — Interest Burke & Herbert 529 Plan - cash — Interest IRA - PNC Financial Services — Interest Undivided Int. Timberland Choctaw County, AL — Rent Undivided Int Timberland Wayne County, MS — None Undivided Mineral Interest Choctaw County, AL — Royalty Undivided Mineral Interest Clark & Wayne County, MS — Royalty Undivided Mineral interest Mobile County, AL — Royalty McPhearson Land & Timber Company, LLC — Dividend IRA - Rockefeller Capital, #1 (N) Fidelity Advisor New Insights — Dividend Blackrock Health Sci — Dividend — Buy Delaware Small Cap Core Fund — Dividend Oakmark Intl. Fund — Dividend — Sold Cohen & Stears Real Estate Fund — Dividend Neuberger Berman Strategic Income Fund — Dividend Blackrock Event Driven Fund — Dividend — Buy Virtus Ridgeworth Seix Floating Rate HI — Dividend — Sold JP Morgan Mid Cap — Dividend Matthews Asia Divided — Dividend — Sold Franklin Conv. Sec. Fund — Dividend Bank Deposit Sweep Program — Interest Metropolitan West Total Bond Fund — Dividend — Buy J. P. Morgan Strategic Opp. Fund — Int./Div. — Sold PIMCO Investment Grade Corp. — Dividend — Buy Prudential Short Term Corp. Bond Fund — Dividend — Sold Franklin Utilities Adv. — Dividend First Trust Value Line Div. — Dividend T. Rowe Price Comm & Tech — None — Buy Rockefeller Capital, #2 (K) Invesco Diversified Dividend Fund — Dividend — Buy (add'l) Pioneer Fundamental Growth Fund — Dividend — Buy (add'l) Rockefeller Capital, #3 (K) Invesco Diversified Dividend Fund — Dividend — Buy (add'l) Pioneer Fundamental Growth Fund — Dividend — Buy (add'l) Rental Prop Alexandria, VA Assessed value $1,186,311 — Rent Suntrust Money Market — Interest Suntrust IRA — Interest Wells Fargo IRA — Interest Brokerage Account #1 (Nos. 5 through 87) (H) Visa Incorporated — Dividend Expeditors Int'l Wash, Inc (EXPD) — Dividend Amphenol Corp. — Dividend Aflac Inc Stock — Dividend Abbott Labs Stock — Dividend Boeing Co. Stock — Dividend — Sold Air Products & Chemicals, Inc — Dividend — Sold (part) D. R. Horton, Inc. — Dividend Apple Incorporated — Dividend — Sold (part) Apple Incorporated — Sold (part) ADP, Inc. — Dividend AT&T — Dividend CVS Health Corp. — Dividend — Buy American Express — Dividend Colgate Palmolive Company — Dividend Raymond James Bank Cash Account — Interest Exxon Mobil Stock — Dividend — Sold Nextera Energey Inc. — Dividend — Sold (part) Bristol-Meyers Squibb — Dividend — Buy Cognizant Technology — Dividend Cerner Corporation — Dividend Kimberly Clark Co (KMB) — Dividend Factset Research Systems, Inc. — Dividend General MLS Inc. — Dividend Fiserv Incorporated — Dividend Merck & Company, Inc. — Dividend — Buy Lowes Companies — Dividend — Sold Sherwin Williams Corp. — Dividend IBM Stock — Dividend — Sold Becton Dickinson Corp. — Dividend Johnson & Johnson Stock — Dividend Chevron Corporation — Dividend Marriott Int'l. Inc J.A. (MAR) — Dividend — Sold WW Grainger Stock — Dividend Nike, Inc., Class B — Dividend — Sold (part) Truist Finl. Corp. (TFG) — Dividend Mettler Toledo, Intl. — None — Sold United Parcel Serv. Inc. Class B (UPS) — Dividend Genuine Parts Company — Dividend Illinois Tool Works Stock — Dividend Amazon.com — None — Sold (part) Amazon.com — Sold (part) Walt Disney Company — Dividend Pepsico Stock — Dividend Ecolab, Inc. — Dividend Medtronic — Dividend — Buy Stryker Stock — Dividend Royal Dutch Shell — Dividend — Sold Edwards Lifesciences Corp. — None Wal-Mart Stock — Dividend Amerisourcebergen — Dividend Ball Corporation — Dividend — Sold (part) Danaher Corp. Stock — Dividend — Sold (part) Danaher Corp. Stock — Sold (part) Cisco Sysems, Inc. — Dividend — Buy Concoco Phillips — Dividend Idexx Labs Inc. — None — Sold (part) Idexx Labs Inc. — Sold (part) Home Depot — Dividend United Technologies Stock — Dividend — Sold Costco Wholesale Stock — Dividend — Sold (part) Amgen Stock — Dividend Donaldson, Inc. — Dividend Microsoft Corporation — Dividend — Sold (part) Microsoft Corporation — Sold (part) Oracle Corp. — Dividend Proctor & Gamble Stock — Dividend Church & Dwight — Dividend Clorox Company — Dividend Walgreen Stock — Dividend — Sold McDonalds Corporation Stock — Dividend Emerson Electric Stock — Dividend Fastenal Company — Dividend — Sold (part) 3M — Dividend Alphabet Inc. — None JP Morgan Chase Stock — Dividend Mastercard, Inc. — Dividend — Sold Vulcan Materials Company — Dividend Verizon, Inc. — Dividend Roper Technologies — Dividend Thermo Fisher Scientific Inc. — Dividend — Sold (part) Thermo Fisher Scientific Inc. — Sold O'Reilly Automotive — None Lockheed Martin Corp. — Dividend Checkpoint Software — None Honeywell Intl Stock — Dividend Varian Med Systems, Inc. — None Jefferson Pilot Ins. Policy, bought by Lincoln Fin. Grp; see Sec VIII — Interest Dreyfus Prem Worldwide Stock — Dividend Regions Trust Cash Sweep — Interest — Sold Life Ins. Madison Life (formerly Dixie National) See Section VIII — None Life Insurance Liberty National; whole life. — None Burke & Herbert Cking/ Money Market — Interest United Security Bancshares - Stock — Dividend Burke & Herbert 529 Plan - cash — Interest Burke & Herbert 529 Plan - cash — Interest IRA - PNC Financial Services — Interest Undivided Int. Timberland Choctaw County, AL — Rent Undivided Int Timberland Wayne County, MS — None Undivided Mineral Interest Choctaw County, AL — Royalty Undivided Mineral Interest Clark & Wayne County, MS — Royalty Undivided Mineral interest Mobile County, AL — Royalty McPhearson Land & Timber Company, LLC — Dividend IRA - Rockefeller Capital, #1 (N) Fidelity Advisor New Insights — Dividend Blackrock Health Sci — Dividend — Buy Delaware Small Cap Core Fund — Dividend Oakmark Intl. Fund — Dividend — Sold Cohen & Stears Real Estate Fund — Dividend Neuberger Berman Strategic Income Fund — Dividend Blackrock Event Driven Fund — Dividend — Buy Virtus Ridgeworth Seix Floating Rate HI — Dividend — Sold JP Morgan Mid Cap — Dividend Matthews Asia Divided — Dividend — Sold Franklin Conv. Sec. Fund — Dividend Bank Deposit Sweep Program — Interest Metropolitan West Total Bond Fund — Dividend — Buy J. P. Morgan Strategic Opp. Fund — Int./Div. — Sold PIMCO Investment Grade Corp. — Dividend — Buy Prudential Short Term Corp. Bond Fund — Dividend — Sold Franklin Utilities Adv. — Dividend First Trust Value Line Div. — Dividend T. Rowe Price Comm & Tech — None — Buy Rockefeller Capital, #2 (K) Invesco Diversified Dividend Fund — Dividend — Buy (add'l) Pioneer Fundamental Growth Fund — Dividend — Buy (add'l) Rockefeller Capital, #3 (K) Invesco Diversified Dividend Fund — Dividend — Buy (add'l) Pioneer Fundamental Growth Fund — Dividend — Buy (add'l) Rental Prop Alexandria, VA Assessed value $1,186,311 — Rent Part VII - Investments and Trusts Item 92: Jefferson Pilot Insurance Policy has been purchased by Lincoln Financial Group. This is a variable life insurance policy; Number 516007280N. In accordance with the instructions set forth on pages 35-42 of the FDR Filing Instructions, the following are the specific investments chosen from the options offered by the insurer: LVIP Frank Temp Glbl Eq MV SC 5.00% Templeton Foreign VIP Fund (Class 1) 5.00% MFS Research 5.00% Fidelity VIP Equity-Income 15.00% LVIP S&P 500 Index 15.00% LVIP T. Rowe Price Growth Stock 10.00% LVIP MFS International Growth Stock 15.00% LVIP Wellington Capital Grw SC 5.00% Fidelity VIP Contrafund 10.00% PIMCO Total Return Portfolio 15.00% Item 95: Life Ins. Madison Life (formerly Dixie National, now Woodman Life) is a whole life adjustable policy Item 96: Life Insurance Liberty National is a whole life policy. Item 134: Rental Property inadvertently left off 2019 report. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33730. Public record. Not legal advice.