# Frank R Alley 3 > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5310 ## Record - **Judge:** Frank R Alley 3 - **Year:** 2016 - **Report type:** Annual - **Pages:** 10 ## Text Umpqua Bank Savings — Int/Div Umpqua Bank Checking Umpqua Bank "Money Market” Checking account — Int/Div US Bank Money Market/Checking — Int/Div Fidelity Mutual Cap. Appreciation fund — Distribution Fidelity Adv. Diversified Fund — Distribution First Amencn Equity Income Fund — Int/Div First Americn Midcap Growth — Int/Div First American High Income (Bond) — Int/Div T Rowe Price Midcap Growth — Int/Div T Rowe Price Int'l Growth — Int/Div — Sold Alliant Energy Corp — Int/Div American Electrical Power Corp. — Int/Div Chevron Comp. — Int/Div Conoco Phillips Corp. — Int/Div Duke Energyu Corp. — Int/Div Exxon Mobil corp. — Int/Div Johnson & Johnson — Int/Div Marathon Oil Corp — Int/Div McDonalds Dorp — Int/Div Pepsico — Int/Div Praxair, Inc — Int/Div 3M Comp. — Int/Div United Parcel Service — Int/Div Waste Management Corp. — Int/Div US Treasury Bond — Interest Boeing Capital Corp Bond — Interest US treasury Note 8/15/12 — Interest Bank of America Note — Interest Goldman Sachs Group note — Interest Roval Bank of Scotlandf — Interest FLHMC — Interest Metlife Inc. Note — Interest Excide Technologies Warrant — Interest First America Prime Money Market — Interest — Buy (add'l) First America Prime Money Market — Buy (add'l) Johnson Controls — Int/Div — Buy (add'l) Nuveen Divident Value FAQIX — Int/Div — Buy (add'l) Nuveen Santa Barbara Div Growth NSBRX — Int/Div — Sold (part) T Rowe Price Blue Chip Growth TRBCX — Int/Div — Sold TFS Market Neutral fund TFSMX — Int/Div — Buy (add'l) Nuveen High Yield Muni Bond NHMRX — Int/Div — Sold (part) Nuveen High Yield Muni Bond NHMRX — Buy (add'l) Nuveen Inflation Pro Fixed Income Fund — Interest — Sold (part) Oppenheimer Com. Fixed Income — Int/Div Pimco Total Return Fund — Interest Nuveen Large Cap Growth Fund — Int/Div — Sold Vanguard Equity Income VEIRX — Int/Div — Buy (add'l) Vanguard Equity Income VEIRX — Sold (part) Vanguard Strategic Equity VSEQX — Int./hv — Sold (part) Aberdeen Fds Emergn Mkt — Int/Div Isharesu Edge Msci Min Vol UWSA — None — Buy Isharesu Edge Msci Min Vol UWSA — Sold Cambiar Int'l Equity fund — None — Sold Trust 11/03 (filer is trustee) Pacific Continental Bank — Int/Div Willis group — Int/Div Halvard Health — Int/Div Itt Corp — Int/Div International Paper — Int/Div Kimberly Clark — Int/Div Kroger Co. — Int/Div Mylan, Inc — Int/Div Proctor & Gamble — Int/Div Rio Tito PLC ADR — Int/Div Vectrus inc — Int/Div VISA Inc — Int/Div Xylem, Inc — Int/Div Trustee, pon Trust created 12/2003 Partner, Laurel St. Land, Co., Medfpord, OR Liability — Washington Mutual Bank or successor (JPMorgan Chase) — Mortgage on Laurel St. Land property, Medford, OR Reimbursement — Oregon State Bar — 47242 104-426/20144 — TIN WH 16 — CLE (Faculty and planner) — truvel and lodging Reimbursement — Continuing Legal Education of Georgie Investments, |. 36: Cambiar Equity was acquired in 2015 but omitted from that year's report. Total value of purchase was $11,330. Asset of the [TT Trust 11/2003 consits solely of old furniture instorage. Value is less than $10,000. Part VII line 3 :"Money Market” is the Bank's description of a standard checking account. Johnson Controls, Nuveen Divident Value, Nuveen Santa Barbara Div Growth, T Rowe Price Blue Chip Growth, TFS Market eutral fund, and Nuveen High Yield were inadvertently omitted from first report; they have been added here at Pare VII lines 37-42 Part VII line 50: Vanguard Strategic Equity VSEQX was acquired on 11/2/12, and inadvertantly omitted from prior reporst. Acquisition value was $8,000. Part VII, line 5: this report gives the full name of Fidelity Mutual Cap. Inv. Fund. This asset was disclosed under that name in the 2015 report. | am retireing, effective 8/31/2017. A final report will be filed shortly. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5310. Public record. Not legal advice.