# Susan Webber Wright > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/4116 ## Record - **Judge:** Susan Webber Wright - **Year:** 2014 - **Report type:** Annual - **Pages:** 27 ## Text Altria Group Inc Apple Inc AT&T In — Sold TIAA/CREF-1 S403(h) — Interest — Sold (part) Simmons Bank Account (formerly Metropolitan Bank) — Interest Family Trust (MSDW 08991 )HMEB — Int/Div Alerian — Sold Gug BLT 2018 Corp — Sold Guggenheim Bullershr 2017 CBE (BSCH) — Sold Guggenheim Bulletshares 2015 (BSJF) Guggenheim Enhanced Short Dura (GSY) Guggenheim Enhanced Short Dura (GSY) — Sold (part) Guggenheim Enhanced Short Dura (GSY) — Buy (add'l) Guggenheim Enhanced Short Dura (GSY) — Sold (part) Guggenheim Enhanced Short Dura (GSY) — Sold IShares Silver Trust (SLV) — Sold IShares S&P 500 Growth ETF — Sold (part) IShares S&P S00 Value Index — Sold (part) IShares S&P Midcap 400 Index — Sold (part) IShares S&P Smallcap 600 Index — Sold Powershares DB Comm Trk Ine — Sold (part) Powershares DB Comm Trk Ine — Sold SPDR DJ Wilshire Global REA — Sold Vanguard FTSE Emrg Mkts — Sold (part) Vanguard FTSE Emrg Mkts — Sold Vanguard European MSCI ETF (VGK) — Sold Vanguard Div. Apprec. (VIG) Oppenheimer Dev. Mkts Y (ODVYX) (mutual funds) — Sold Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Sold (part) Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Sold (part) Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Buy (add'l) Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Sold (part) Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Sold Thornburg Intl Val (TGVIX) (mutual funds) — Sold Virtus Multi Sect Sht Trm BDI (PIMSX) Wisdomtree Div. Top 100 (DTN) Wisdomtree Equity Income Fds WISDOMTREE TRUST EMRG MKT FOT (DEM) — Sold ISHARES MSCI ASIA EX-JAPAN ETF (AAXD — Sold ISHARES MSCI EAFE SM CAP ETF (SCZ) — Sold ISHARES MSCI EMU ETF (EZL)» — Sold ISHARES MSCIHJAPAN ETF (EW) — Sold WISDOMTREE TRUST JAPN HEDGE EQ (DX)) — Sold FIRST TRUST CAP GROWTH (FNY) — Buy FIRST TRUST NORTH AMERICAN E (EMLP) — Buy FIRST TRUST DORSEY WRIGHT FO (FV) — Buy FIRST TRUST DORSEY WRIGHT FO (FV) — Buy (add'l) FIRST TRUST DORSEY WRIGHT FO (FV) — Buy (add'l) FIRST TRUST DW FOCUS SINTLUIFY) — Buy FIRST TRUST DW FOCUS SINTLUIFY) — Buy (add'l) FIRST TRUST DW FOCUS SINTLUIFY) — Sold (part) GUGGENHEIM S&P S00 EQU WEIGHT — Buy S10. — Sold ISHARES IBOXXS HY CORBDETF — Buy ISHARES IBOXXS HY CORBDETF — Sold ISHARES RUSSELL 2000 GROWTH ETF (IWO) — Buy SPDR CAPITAL BUILD AMER (BABS) — Buy SPDR BARCLAYS CAPITAL LONG TER A(TLOY — Buy SPDR BARCLAYS CAPITAL L/T CR BND (LW) — Buy SPDR NUVEEN BARCLAYS CAPITAL MI(TFh — Buy ALLIANCEBER SEL US LG/SHT ADV (ASYLX (XD) — Sold Brokerage Acct, WF7-2943 (IRA) — Int/Div IShares Core S&P Midcap ETF — Sold (part) IShares Core S&P Midcap ETF — Buy (add'l) IShares Core S&P Midcap ETF — Sold (part) Money Market - Wells Fargo Shares IBOXX § YId Etf Corporate Bond Fund — Buy (add'l) IShares S&P US Preferred Stock — Buy (add'l) IShares S&P US Preferred Stock — Buy (add'l) IShares Core S&P Smallcap — Buy (add'l) IShares Core S&P Smallcap — Sold (part) IShares Core S&P Smallcap — Sold (part) Invesco Real Estate Fd Class Y (mutual fund) — Sold Western Asset Income Fd. (mutual fund) — Sold (part) Western Asset Income Fd. (mutual fund) — Sold (part) ENERGY SELECT ETF SECTOR SPDR FINANCIAL SELECT ETF SECTOR SPDR INDUSTRIAL SELECT Err SECTOR SPDR ISHARES MSCI BELGIUM ETF CAPPED — Sold PIMCOETF 1-SYR LS TIPS INDEX — Sold SECTOR SPDR TR TECHNOLOGY SELECT SECTOR SELECT SECTOR SPDR FD HEALTHCARE SELECT SECTOR SPDR FD CONSUMER DISCRETIONARY SPDR EURO STOXX SOETF — Buy (add'l) SPDR EURO STOXX SOETF — Buy (add'l) SPDR NUVEEN BARCLAYS ETF SHORT TERM MUNI BD — Sold VANGUARD F1SE DEVELOPED MARKETS ETF VANGUARD SHORT TERM ETF CORP BD — Sold (part) VANGUARD SHORT TERM ETF CORP BD — Sold (part) VANGUARD SHORT TERM ETF CORP BD — Sold (part) VANGUARD SHORT TERM ETF CORP BD — Sold OPPENHEIMER SENIOR FLOATING RATEFDCLY — Buy (add'l) AMERICAN AIRLINES GROUP INC — Buy CITRIX SYSTEMS INC — Buy CITRIX SYSTEMS INC — Sold (part) CITRIX SYSTEMS INC — Buy (add'l) CITRIX SYSTEMS INC — Sold FORD MOTOR COMPANY — Buy GILEAD SCIENCES INC — Buy GILEAD SCIENCES INC — Sold GILEAD SCIENCES INC — Buy ISHARES MSCI NETHERLANDS — Buy ISHARES MSCI NETHERLANDS — Sold ISHARES MSCI NETHERLANDS — Buy ISHARES MSCI NETHERLANDS — Sold ISHARES MSCI UNITED KINGDOM — Buy ISHARES IBOXX& INVESTMENT GRADE CORP BD — Buy ISHARES MSCI MALAYSIA — Buy ISHARES MSCI MALAYSIA — Sold ISHARES MSCI MALAYSIA — Buy ISHARES MSCI MALAYSIA — Sold METLIFE INC — Buy PIMCO TOTAL RETURN — Buy PIMCO TOTAL RETURN — Buy (add'l) PIMCO TOTAL RETURN — Sold (part) SELECT SECTOR SPDR FD MATERIALS — Buy WA Brok Acct 6 (2931) (H) Wells Fargo Bank Co, Money Mkt. Acct — Interest Guggenheim Build America Bonds Managed Duration Trust — Int/Div University AR Univ Revs Various Fac. Faveneville Ser A B/E OID 5.0% — Interest University Cent AR Rev Ridg Stdnt Fee Ser B B/E CPN 3.25%. 9/1/23 — Interest Nuveen Select Tax Free Income Port 2 SBI — Int/Div Voya SmartDesign Variable Annuity (Formerly ING USA Annuity & Life) — Interest WATSON CHAPEL AR SCH DIST 24 CONSTR G/O LTD CPN 4.25%. 6/1/40 — Interest AT&T INC — Int/Div — Buy DILLARDS CAP TR 17.5%. 8/1/38 — Interest — Buy DILLARDS CAP TR 17.5%. 8/1/38 — Buy (add'l) DILLARDS CAP TR 17.5%. 8/1/38 — Buy (add'l) GENERAL ELECTRIC COMPANY — Int/Div — Buy GOLDMAN SACHS MLP ENERGY RENAISSANCE FD — Distribution — Buy WF Brok. Acct. 9 IRA 3S (481 1)}SWW) — Int/Div Ace Limited — Sold Allstate Corp. — Sold AT&T Inc Citigroup Inc New — Sold CVS HEALTH CORPORATION {formerly CVS Caremark Corp) — Buy (add'l) Global Payments Inc — Sold (part) Global Payments Inc — Sold (part) Hartford Finl Sves Group Inc Ingersoll-Rand PLC Shares Johnson & Johnson — Sold Liberty Interactive Corp — Sold MGM Resorts International — Sold (part) Marathon Oil Corp — Sold Mondelez Intl Inc — Sold Pfizer Inc — Sold (part) RF Micro Devices Inc — Sold (part) RF Micro Devices Inc — Sold US Bancorp New — Buy (add'l) US Bancorp New — Sold (part) McKesson Corp Sr Unsecured CPN 3.25%. 3/1/16 Thermo Fisher Scientific Sr Unsecured CPN 2.25%. 8/15/16 John Deere Capital Corp Medium Term Notes CPN 85%. 9/15/16 Ace INA Holdings Notes Callable CPN $.7%., 2/1517 American Express Senior Notes CPN 6.15%. 8/28/17 Merrill Lynch & Co Medium Term Notes CPN 6.4%. 828/17 Anheuser-Busch Inbev Wor Co. GTD Ser WI CPN 5.375%. 1/1520 Comcast Corp Company GTD CPN £15%. 3/120 Dominion Resources Inc Sr Unsecured Ser A CPN 4.45%. 3/1521 Caterpillar Inc Sr Unsecured CPN 3.9%, 212 Capital One Financial Co Senior Notes CPN 4.75%, 7/1521 Cigna Corp Sr Unsecured CPN 4.0%, 2152 Marathon Oil Corp Sr Unsecured Callable CPN 2.8%. 11/1/22 Dow Chem Co/The Sr Unsecured Callable CPN 3.0%. 11/15/22 — Sold Midamerican Energy Hidgs Bonds CPN 6.125%. 4/136 Metlife Inc Subord Fltg Rate Notes Final Legal Mty 12/15/66 CPN 6.4 AT&T Inc Senior Notes Callable CPN 6.55%. 215/39 EBay Inc Sr Unsecured CPN 4.0%, 7/15/42 — Sold US Treasury Inflation Index Notes 0.5%, 4/15/18 — Sold Federal Natl Mtg Assn Notes CPN 2.375%. 728/15 — Sold US Treasury Notes CPN 1.75%. 7/31/15 — Buy (add'l) US Treasury Notes CPN 1.75%. 7/31/15 — Sold (part) US Treasury Notes CPN 1.75%. 7/31/15 — Sold (part) US Treasury Notes CPN 1.75%. 7/31/15 — Buy (add'l) US Treasury Notes CPN 1.75%. 7/31/15 — Sold (part) US Treasury Notes CPN 1.75%. 7/31/15 — Sold (part) Federal Home Ln Mig Corp Notes CPN 2.5%, 5/27/16 US Treasury Notes CPN 1.0%, 831/16 US Treasury Notes CPN 3.25%, 3/31/17 — Sold (part) Federal Home Ln Mig Corp Medium Term Note CPN 3.75%. 3.27/19 Credit Suisse Subordinate Notes CPN $.4%., 1/1420 — Sold Union Pacific Corp — Sold US Treasury Inflation Indexed Notes CPN 1.625%. 1/15/18 — Sold US Treasury Notes CPN 3 875%, 5/15/18 — Sold (part) US Treasury Notes CPN 3 875%, 5/15/18 — Sold (part) US Treasury Notes CPN 2.625%, 8/15/20 US Treasury Notes CPN 2.125%, 8/15/21 — Sold US Treasury Notes Indx Inflation CPN 1.75%. 1/15/28 — Sold ABBOTT LABORATORIES ALLEGHENY TECHNOLOGIES — Sold ALLEGION PLC — Sold AMERICAN INTL GROUP INC AMERIPRISE FINANCIAL INC CORNING INC — Buy (add'l) DEVON ENERGY CORP — Buy (add'l) DEVON ENERGY CORP — Sold (part) EATON CORP PLC — Sold FORTUNE BRANDS HOME & SECURITY INC — Sold GENERAL MOTORS CO — Buy (add'l) GENERAL MOTORS CO — Buy (add'l) GENERAL MOTORS CO — Sold (part) HALLIBURTON COMPANY — Sold LYONDELLBASELL INDUSTRIES AF SCA CLASS A — Sold MACY'S INC — Sold MORGAN STANLEY & CO — Buy (add'l) MORGAN STANLEY & CO — Sold SEMPRA ENERGY VALERO ENERGY CORP NEW (VALERO REFNG & MKTING) — Sold (part) VALERO ENERGY CORP NEW (VALERO REFNG & MKTING) — Sold WHITING PETROLEUM CORP — Sold AMGEN INC SR UNSECURED CPN 2.125%, 5/15/17 ORACLE CORP NOTES CALLABLE CPN 5.75%. 4/15/18 GOLDMAN SACH GROUP NOTES CPN 2.90%. 7/19/18 KINDER MORGAN ENER PART SR UNSECURED CPN 2.65%. 21/19 DIRECTV HOLDINGS/FING COMPANY GTD CPN 3.8%, 3/15/22 SEMPRA ENERGY SR UNSECURED CALLABLE CPN 2.875%. 10d01/22 GENERAL ELEC CAP CORP MEDIUM TERM NOTES CPN 3.1%, 1/9/23 MORGAN STANLEY SR UNSECURED CPN 3.75%, 2/25/23 CITIGROUP INC UNSECURED CPN 3.375%. 31/23 JPMORGAN CHASE & CO SUBORDINATED CPN 3.375%. S/1/23 FORD MOTOR CO SR UNSECURED CPN 4.75%. 1/15/43 US TREASURY NOTES CPN 0.75%, 615/14 — Sold (part) US TREASURY NOTES CPN 0.75%, 615/14 — Sold (part) US TREASURY NOTES CPN 0.75%, 615/14 — Sold US TREASURY NOTES CPN 0.75%, 1231/17 US TREASURY NOTES CPN 1.375%, AVIS — Sold US TREASURY NOTES CPN 1.375%, QUIS US TREASURY NOTES CPN 1.125%, 12/31/19 — Sold (part) US TREASURY NOTES CPN 2.5%, 81523 — Buy (add'l) US TREASURY NOTES CPN 2.5%, 81523 — Buy (add'l) US TREASURY BONDS CPN 2.75%, 11/15/42 BANK OF MONTREAL MEDIUM TERM NOTES CPN 2.375%. 1/25/19 AGILENT TECH INC — Buy AGILENT TECH INC — Buy (add'l) KEYSIGHT TECHS INC (SPINOFF FROM AGILENT TECH INC) — from line 237) KEYSIGHT TECHS INC (SPINOFF FROM AGILENT TECH INC) — Sold ALLY FINANCIAL INC — Buy BANK OF AMERICA CORP — Buy BERRY PLASTICS GROUP INC — Buy COLONY FINANCIAL INC — Buy COLONY FINANCIAL INC — Buy (add'l) CSX CORP — Buy CSX CORP — Sold (part) CYPRESS SEMICONDUCTOR CORP — Buy ENERGIZER HOLDINGS INC — Buy EXXON MOBIL CORP — Buy EXXON MOBIL CORP — Buy (add'l) FIFTH THIRD BANCORP — Buy FREEPORT-MCMORAN COPPER & GOLD INC — Buy FREEPORT-MCMORAN COPPER & GOLD INC — Buy (add'l) FREEPORT-MCMORAN COPPER & GOLD INC — Buy (add'l) FREEPORT-MCMORAN COPPER & GOLD INC — Sold (part) FREEPORT-MCMORAN COPPER & GOLD INC — Sold HELIX ENERGY SOLUTIONS GROUP — Buy HERTZ GLOBAL HLDGS INC — Buy HERTZ GLOBAL HLDGS INC — Buy (add'l) HERTZ GLOBAL HLDGS INC — Buy (add'l) HERTZ GLOBAL HLDGS INC — Sold KROGER COMPANY COMMON — Buy LIVE NATION ENTERTAINMENT INC — Buy MEDICINES COMPANY — Buy MEDICINES COMPANY — Sold NORTHSTAR REALTY FINANCE CORP — Buy NRG ENERGY INC — Buy NRG ENERGY INC — Buy (add'l) RITE AID CORPORATION — Buy RITE AID CORPORATION — Sold SPECTRA ENERGY CORP — Buy STANLEY BLACK & DECKER INC — Buy TEVA PHARMACEUTICAL — Buy CVS CAREMARK CORP SR UNSECURED CPN 2.25%. 12/05/18 — Buy PRAXAIR INC SR UNSECURED NOTES CPN 4.625%. 03/30/15 — Buy ENTERPRISE PRODUCTS OPER SENIOR NOTES CPN 6.5%. 01/31/19 — Buy ENTERPRISE PRODUCTS OPER SENIOR NOTES CPN 6.5%. 01/31/19 — Sold ENTERPRISE PRODUCTS OPER SR UNSECURED CPN 4.85%. 03/15/44 — Buy MAGELLAN MIDSTREAM PRTNS SR NOTES CPN 5.65%. 10/15/16 — Buy INTEL CORP SR UNSECURED CPN 4.8%. 1001/41 — Buy BANK OF AMERICA CORP INTERNOTES CPN 5%. 01/21/44 — Buy US TREASURY NOTES CPN 0.25%. 071818 — Buy US TREASURY NOTES CPN 0.25%. 071818 — Sold (part) US TREASURY NOTES CPN 0.25%. 071818 — Sold US TREASURY VARIABLE RATE NOTES DUE 1031/16 DTD 10/31/14 — Buy US TREASURY VARIABLE RATE NOTES DUE 1031/16 DTD 10/31/14 — Buy (add'l) US TREASURY NOTES CPN 0.875%, 1111817 — Buy US TREASURY VARIABLE RATE NOTES DUE O16 DTD OI/31/14 — Buy US TREASURY VARIABLE RATE NOTES DUE O16 DTD OI/31/14 — Buy (add'l) US TREASURY VARIABLE RATE NOTES DUE O16 DTD OI/31/14 — Sold US TREASURY NOTES CPN 2.5%, 05/1524 — Buy US TREASURY NOTES CPN 2.5%, 05/1524 — Sold (part) US TREASURY NOTES CPN 2.5%, 05/1524 — Sold (part) US TREASURY INFLATION INDEX BONDS 0.625%, 02/15/43 — Buy US TREASURY BONDS CPN 3.0%, 05/15/42 — Buy US TREASURY BONDS CPN 3.0%, 05/15/42 — Buy (add'l) Simmons Bank (formerly Metropolitan Nationa] Bank-Little Rock) — Interest Lafayette Co., AR (royalty & fractional mineral interests) — Rovalty Miller Co., AR (royalty & fractional mineral interest) — None Webster Parish, LA (royalty & fractional mineral inter.) — Rovalty Caddo Parish, LA (royalty & fractional mineral inter.) — Rovalty Hempstead Co., AR (mineral interest) — None Miller Co... AR (land) — None IRA (0S80) — Int/Div ASTRAZENECA PLC SPON ADR — Sold (part) BAE SYSTEMS PLACE — Sold BANCO BILBAO VIZCAYA AGRENTARIA. S.A. ADR BANK MONTREAL QUEBEC BASF SE SPONSORED ADR BHP BILLITON PLC-ADR — Sold BK NOVA SCOTIA HALIFAX BRISTOL MYERS SQUIBB CO — Sold (part) BRISTOL MYERS SQUIBB CO — Sold BRITISH AMERN TOB PLC SPON ADR CHEVRON CORPORATION DEUTSCHE BOERSE AG-UNSPO ADR DIAGEO PLC SPONSORED ORD NEW DOMINION RES INC VA NEW DUKE ENERGY CORP COM NEW EATON CORP PLC ELILILLY & CO ENISPASPON ADR GLAXOSMITHKLINE PLC-ADR HARRIS CORP DEL HSBC HOLDINGS PLC-SPON ADR ITOCHU CORP ADR — Sold JOHNSON & JOHNSON — Buy (add'l) KEPPEL LTD SPONSORED ADR — Sold KIMBERLY-CLARK CORP KONINKLUKE PHILIPS N V NY REG SH LAS VEGAS SANDS CORP LOCKHEED MARTIN CORP — Sold (part) MCDONALDS CORP MICHELIN (CGDE) UNSP ADR MICROSOFT CORP NATIONAL GRID PLC SPON ADR NEW NESTLE S A REG ADR NISSAN MTR LTD SPONS-ADR — Sold NOVARTIS AG SPON ADR — Buy (add'l) PFIZER INCORPORATED PHILIP MORRIS INTERNATIONAL INC PPL CORPORATION PROCTER & GAMBLE CO — Sold PRUDENTIAL PLC SPON ADR PUBLIC SVC ENTERPRISE GROUP INC RECKITT BENCKISER PLC SPONSORED ADR ROCHE HOLDINGS LTD ADR ROYAL DUTCH SHELL PLC ADR CL A — Buy (add'l) SANOFI ADR SIEMENS AG - ADR — Buy (add'l) SINGAPORE TELECOMMUNICATIONS-ADR SUMITOMO MITSUI FINL GROUP INC SPON ADR TELENOR ASA-ADS TELIASONERA AB-UNSPN ADR — Sold TELSTRA CORPORATION LTD SPON ADR TOTAL S.A. SPONS ADR UNILEVER NV ADR VERIZON COMMUNICATIONS COM ZURICH INSLRANCE GROUP ADR BHP BILLITON LTD SPON ADR — Buy CISCO SYSTEMS INC — Buy EXXON MOBIL CORP — Buy LVMH MOET HENNESSY — Buy LYONDELLBASELL INDUSTRIES AF SCA CLASS A — Buy LYONDELLBASELL INDUSTRIES AF SCA CLASS A — Buy (add'l) MERCK & CO INC NEW — Buy RIO TINTO PLC SPONSORED ADR — Buy TOYOTA MTR CORP ADR NEW V2 — Buy Liability — ELAN — CREDIT CARD «- REVOLVING CREDIT Part VII - Investments and Trusts: Part | indicates that reporting person is a trustee of four family trusts. Only one of these trusts is reportable in Part VII, Line 4 on 12/31/2013 report (TD. Williamson, Inc. C.S. (Ed.)) is not being included on the 12/31/2014 report in accordance with the new requirements of disclosure of assets held in a trust. The filer or spouse did not create the trust, and did not receive any mcome or have any beneficial interest in the trust. Lines 6 through lines 51 on the 12/31/2013 report (Family Testamentary Trust | (BW) MSDW (9801)) are not being included on the 12/31/2014 report in accordance with the new requirements of disclosure of assets held in a trust. The filer or spouse did not create the trust, and did not receive any income or have any beneficial interest in the trust. Lines 52 through 90 on the 12/31/2013 report (Family Testamentary Trust 11 BW (MSDW) 8977) are not being included on the 12/31/2014 report in accordance with the new requirements of disclosure of assets held in a trust. The filer or spouse did not create the trust, and did not receive any income or have any beneficial interest in the trust. Line 351 on the 12/31/2013 report {WA Brok. Acct.8 K W Ed. Fd. (4446-cash)) is not being included on the 12/31/2014 report in accordance with the new requirements of disclosure of assets held ina trust. The filer or spouse did not create the trust, and did not receive any income or hive any beneficial interest in the trust, Lines 553 through 600 on the 12/31/2013 report (MS Children's Trust (8984) are not being included on the 12/31/2014 report in accordance with the new requirements of disclosure of assets held in a trust. The filer or spouse did not create the trust, and did not receive any income or have any beneficial interest in the trust. Line 3 - Reporting person is Trustee of this fumily trust, a trust created by reporting person. The underlying assets are reported on lines 4 through 58. Line 59 - an IRA account. The underlying assets are reported on lines 60 through 117. Line 118 - A heading for a brokerage account. The underlying assets are reported separately on lines 119 through 131, including the income, year-end values and transactions. Line 132 - an IRA sccount. The underlying assets are reported on lines 133 through 298. Line 306 - an IRA account. The underlying assets are reported on lines 307 through 370, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4116. Public record. Not legal advice.