# Barbara Ellis-Monro > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/3973 ## Record - **Judge:** Barbara Ellis-Monro - **Year:** 2012 - **Report type:** Annual - **Pages:** 9 ## Text Associated Credit Union Accounts — Int/Div Northwestern Mutual Whole Life — Int/Div Path 2 College 529 Plan - TIAA CREF Balanced Option Plan — Int/Div Brokerage Account #1 - Northwestern Mutual account American Funds Inc Fad of Amr A — Int/Div Brokerage Money Market — None New Perspective Fund - A — Int/Div The Bond Fund of Amercia - A — Int/Div The Growth Fund of America - A — Int/Div The Investment Company of America - A — Int/Div Washington Mutual Investors Fund - A — Int/Div IRA #1 - Northwestern Mutual Brokerage Money Market — None New Perspective Fund - A — Int/Div The Growth Fund of America - A — Int/Div The Investment Company of Amercia - A — Int/Div Washington Mutual Investors Fund - A — Int/Div IRA #2 Northwestern Mutual IRA American Funds Inc Fad of Amr A — Int/Div Brokerage Money Market — None New Perspective Fund -A — Int/Div The Bond Fund of Amenca - A — Int/Div The Investment Co. of America - A — Int/Div Washington Mutual Investors Fund - A — Int/Div Smith Gambrell & Russell LLP Partner Staff 401K) — None DFA US Large Cap Value 111 Vanguard Growth Index Inst] DFA US Targeted Value Vanguard Mid-Cap Growth Index Inv Vanguard Small Cap Growth Index Inv DFA Emerging Markets Core Equity DFA Int'l Small Company DFA Large Cap Int'l DFA Int'l Real Estate Sec DFA Real Estate Securities DFA Five Year Global Fixed Income DFA Inflation - Protection Securities DFA One Year Fixed Income Time Wamer Savings 401(k) — Int/Div Fidelity Capital Preservation — Closed T. Rowe Price Large Cap Core Growth — Open DFA Emrg Mkt Core Equity Dodge & Cox stock Fidelity Bond Index Fidelity Diversified Bond Fidelity Int'l Index Fidelity S&P 500 Index Fidelity Small Cap Blend Fidelity Small Cap Index Ogier Rothschild Rosenfeld, PC 401k — Int./hv Vanguard Capital Oppty Fnd Admiral Shares Vanguard Extended Market Index Fund Admiral Shares Vanguard Global Equity Fnd Vanguard High-Yield Corp Fund Admiral Vanguard Int'l Growth Fnd Admiral Shares Vanguard Prime Money Market Fad Vanguard REIT Index Fund Admiral Shares Vanguard Selected Value Fond Vanguard US Growth Fnd Admiral Shares T. Rowe Price Dividend Growth Fund T. Rowe Price New Horizons Fnd T. Rowe Price Int'l Stock Fad Time Warmer Stock Options — None — Sold (part) Accounts Receivable Ogier, Rothschild & Rosenfeld, PC US Treasury Bonds — Interest Guardian Life Ins. Co. of America whole life — Int/Div Sears Holding Pension Plan — None Employee (title, Partner - no ownership interest), Ogier, Rothschild, Rosenfeld & Ellis-Monro, PC wk/a Ogier, Rothschild & Rosenfeld, PC and fka Ellenberg, Ogier. Rothschild & Rosenfeld, PC Agreement — 2012 — Partner/employees of Oger, Rothschild, Rosenfeld & Ellis-Monro, PC: collection of fees generated prior to departure, full payout to filer by 12/31/13 Agreement — 2010 — Ellenberg, Ogier, Rothschild & Rosenfeld, PC PS Retirement Plan: 401k with former firm, no control Agreement — 2003 — Smith, Gambrell & Russell, LLP Partner-Staff 401(k) PS Plan; 401k with former firm, no control Agreement — 1984 — Sears Holding Pension Plan fka Kmart Pension Plan (see part VIII) Reimbursement — State Bar of Georgia Bankruptcy Section — 11729121 1730012 — Greensboro, Georgia — consumer & business bankruptcy CLE (panelist) — lodging cost, food Income — & Rosenfeld, PC; wages & accounts receivable collection; gross taxable income Spouse's income — 2012 — Tumer Services, Inc. salary 11. Agreements: Line 4: This agreement was inadvertantly not included in initial disclosure filed in September, 2012 because | did not realize | had an interest in the former Kmart Pension Plan. 1 worked for Kmart from 1984-1989 and apparently vested in the pension plan. 1 received 4 one time buy out offer from Sears Holdings Pension Plan for my mterest in the plan last fall. The buy out offer was $5,671.72. 1 do not know how that equates to my interest in the plan, but I assume my interest is in the range of the buy out offer. VIL Investments and Trusts: Line 25: In my initial report, I reported the change in market value in the SGR 401(k) plan in column B{1). 1 now believe this was incorrect. No funds have been put mto this plan since 2008 and a review of all statements indicates that the change in value is solely due to change in market price rather than income. Accordingly, in this report | have not reported any income Line 63: Stock options were given to my husband as an employee benefit, he thus realized a gain equal to the sales price, however on a tax basis the options were exercised at a loss. Line 64: As stated in Item 111, my former firm is collecting my remaining accounts receiveable from work performed prior to taking the bench. | received those collections in December, 2012 1 will receive all remaining amounts collected in 2013 prior to December 31, 2013, Line 67: See above regarding value. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3973. Public record. Not legal advice.