# Howard R Tallman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5049 ## Record - **Judge:** Howard R Tallman - **Year:** 2014 - **Report type:** Annual - **Pages:** 8 ## Text Emerging Markets Equity — Int/Div KeyBank -- Accounts — Interest ENTCU — Interest IRA No. I{a) — SEI Group — Int/Div — Sold (part) — Part VIII Note 2 Large Cap Value Large Cap Growth Small Cap Value Small Cap Growth Core Fixed Income eeclnternational Fixed Income Emerging Markets Debt High Yield Bonds International Equity Emerging Markets Equity Domestic Fixed Income Prime Obligation IRA No. I(b) «= SEI Group «Bond Account — Interest Prime Obligation IRA No. 1{¢) = SEI Group — Int/Div Fixed Income: Corporate Laddered Bonds Prime Obligation IRA No. 1(d) -- WP Carey (X) --CPA Global Income Property — Int/Div — Open — Part VII, Note 2 Mutual Fund 1 - SEI Group Tax Managed Large Cap — Int/Div Small Cap Value — Int/Div Small Cap Growth — Int/Div Intermediate-Term Municipal — Int/Div eeIntermational Fixed Income — Int/Div Emerging Markets Debt — Int/Div High Yield Bonds — Int/Div Intemational Equity — Int/Div Tax-Free Fund — Interest Mutual Fund 2 - SEI Group Tax Free Fund — Interest Tax Managed Vol. Fund — Int/Div Tax Managed Large Cap — Int/Div Short Duration Muni — Int/Div Tax Advantage Income — Int/Div eeclntermediate Term Mum — Int/Div Jackson National Life — Interest Genworth Life Ins. Co — Interest Icon Income Fund Eleven — Distribution Pacific Life Vanable Annuity — None — Part VIII, No. Reimbursement — LEVCLE in Colorado — January 9-12, 2014 — Vail, Colorado — Speaker at national CLE — Seminar registration, lodging, and meals Reimbursement — American Bankruptcy Institute — January 23-24, 2014 — Denver, Colorado — Speaker at national CLE — Seminar registration and meals Reimbursement — Kem-Medma Seminar — June 12-17, 2014 — Princeton, New Jersey — Judicral Humamties seminar attendee — Transportation, seminar registration, lodging, meals, 1. Part VII, Line 43. The income and value are reported in an aggregate amount for the investment as reflected in the annuity’s price per unit/share. The only input that 1 or my financial adviser had in this annuity investment was to provide an initial risk profile. Neither of us has any control over the choice of investment sub-accounts or the allocation of funds among those various sub-accounts, Funds are re-invested or re-balinced by the issuer using either existing, replacement or additions! sub-accounts, without prior notice to or input from us. 2. Part VIL, Lines 3 and 21.. These listings show acquistion activity in June, 2014 to further diversify holdings held in IRA No. 1, now designated No. 1{a). Cash equivalent funds (Prime Obligation) were liquidated in IRA No, 1(a) and invested in new IRA No. I(d). The only input that | or my financial adviser had in the process of opening the new IRA account was to determine the total amount of funds to be transferred to this new investment, Going forward, since these funds are all within IRA accounts, I will continue to report the total values of each of the IRA accounts No. (a) - (d), but only the names of the underlying individual fund investments within each of those IRAs will be reported. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5049. Public record. Not legal advice.