# James D. Whittemore > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3753 ## Record - **Judge:** James D. Whittemore - **Year:** 2017 - **Report type:** Annual - **Pages:** 8 ## Text Amgen, Inc — Int/Div Cisco Systems, Inc. Common Stock (IRA) — Int/Div Bank Sweep Deposit (Mny Mkt) (StifeINicolaus) ) — Interest Nektar Therapeutics Common Stock — Int/Div Microsoft Corp. Common Stock{IRA ) — Int/Div Intel Corp. Common Stock (IRA) — Int/Div AmensourceBergen Corp. (Common Stock) — Int/Div Bank Sweep Deposit (MnyMkt) (StifelNicolius) — Interest — from lime 13) CIGNA Corporation 401K (H): CIGNA 201K (Common Stock ) — None CIGNA 201K (Fixed Income Stock) — None CIGNA Corporation Pension Plan — Interest — Distnbuted Fidelity Intl Discovery (Stock) — Int/Div — with line 27) Fidelity Freedom 2015(Blended) — Int/Div — with line 27) MIP C11 (Bond Investments) — Int/Div — with line 27) Wells Fargo Bank Accounts — Interest Bank of America Account — None Suncoast Credit Union — Interest Express Scripts Hidg Company — None Janus Int'l Equity CL A — None — Sold T Rowe Price Health Sciences — Int/Div T Rowe Price Blue Chip growth — Int/Div Equitable Premium Life Insurance — None UnitedHealth Group 401(k) Savings Plan (Hy FIAM Small Co — None — Closed FIAM Small Co Commingled Pool Class B — None — from line 28) Vanguard Inst. Index Plus — Int/Div Vangrad Md Cp Idx Is PI — Int/Div WT Mid Cap Opps — Int SS LS Bond Index € — None UHG Stable Value — None AF EuroPacGrowth R6 — Int/Div — Buy Trt 2015S CIT E3 — None — Buy Equitable Premium Life Insurance — None Liability — American Express-Optima — Credit Card Income — 27 — State of Flonda-Retirement — S20. 485.80 Personal Information- Senior Status assumed August 29, 2017 Part 1: -- Trust #1 sold its only asset in 2016 and was terminated Section 111. Nou-lnvestment Income, Part B: [I became part of JI in 2016. Section VII, Line # 3: (left blank intentionally). Section VIL Line # 14 (left blank intentionally). Trust sold its only asset and was terminated (see Part | note). Section VII, Line # 15 (left blank intentionally): Helios 401(k) Plan merged into UnitedHealth Group 401(k) Savings Plan on September 1.2017. Funds transferred that date and UnitedHealth Group 401(k) Savings Plan is listed on line 27, Section VIL Lines # 16, 17, 18: These stocks were disposed of in the merger of the Helios 401(k) Plan with the UnitedHealth 401(k) Savings Plan. Section VII, Line # 19: accounts designated plural IE Section VII, Lines 35, 36 are stock acquisitions within United Health Group 401(k) Savings Plan. Stocks within Plan are listed on Lines 28-36, in accordance with the Committee's August 8, 2017 correspondence. As explained in the response to the Committee's inquiry and amended 2016 Report, the UnitedHealth Group 401k) 1s a defined contribution plan my spouse was automatically enrolled in on April I, 2016, when UnitedHealth Group acquired Helios. Section VII, Line 36: During recent insurance review with insurance agent, realized spouse has an Equitable flexible whale life insurance policy which was overlooked. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3753. Public record. Not legal advice.