# William E. Cassady

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5785

## Record

- **Judge:** William E. Cassady
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 9

## Text

Regions Bank (Account) — Interest
Franklin/Templeton World Fund CL A (TEMWX) IRA — Int/Div
Vanguard Mutual Funds IRA
Asset Allocation Fund — Int/Div
STAR Fund — Int/Div
Frunklin Income Fund CL A IRA (FKINX) — Int/Div — Note 3. Part VII
Rental Property - Jefferson Co. B'ham, AL — Rent — Distnbuted — Note 2, Part VII
Butler Co, AL land (Apr. 4/14/10) — None — Distributed — Note 1, Part VIL
House & lot, Greenville, AL (Apr. 4/4/10) — Rent — Distnbuted — Note 1, Part VIL
Common Stock, Town & Country National Bank — Int/Div
Participating Units - Cassady Farms, LLC — None
Participating Units - Southbury Condo, LLC — Reat
Brokerage Account #1
Bank Deposit Sweep Account — Interest
Franklin Tax Free TR Fed Interm Term Advisor CL (FITZX) — Ine — Buy (add'l)
Franklin Tax Free TR Fed Interm Term Advisor CL (FITZX) — Buy (add'l)
Nuveen Mun Trust Inter Duration Mun Bd Fd CL (NUVBX) — Int/Div — Buy (add'l)
Nuveen Mun Trust Inter Duration Mun Bd Fd CL (NUVBX) — Buy (add'l)
T Rowe Prie Summit Mun Fds Inc - Mun Inter Fd (PRSMX) — Int/Div — Buy (add'l)
T Rowe Prie Summit Mun Fds Inc - Mun Inter Fd (PRSMX) — Buy (add'l)
T Rowe Price Tax Free Shrt (PRSFX) — Int/Div — Buy (add'l)
T Rowe Price Tax Free Shrt (PRSFX) — Buy (add'l)
Thomburg Invt Tr Ltd Ter Mun Fd CI (LTMIX) — Int/Div — Buy (add'l)
Thomburg Invt Tr Ltd Ter Mun Fd CI (LTMIX) — Buy (add'l)
Cohen & Steers Rlity Shs (CSRSX) — Int/Div — Sold (part)
Cohen & Steers Rlity Shs (CSRSX) — Buy (add'l)
Dreyfus Appreciation Fd (DGAGX) — Int/Div — Sold (part)
Dreyfus Appreciation Fd (DGAGX) — Buy (add'l)
EBuropacific Growth Fd Fl (AEGFX) — Int/Div — Sold (part)
EBuropacific Growth Fd Fl (AEGFX) — Buy (add'l)
Goldman Sachs Tr (FTXXX) — Int/Div — Sold (part)
Goldman Sachs Tr (FTXXX) — Buy (add'l)
Goldman Sachs Tr (FTXXX) — Buy (add'l)
SMFS Ser Trust 111 CL A (MMHY X) — Int/Div — Sold (part)
SMFS Ser Trust 111 CL A (MMHY X) — Buy (add'l)
Nuveen All-American Mun BD FD Inst] SHS CL (FAARX) — Int/Div — Sold (part)
Nuveen All-American Mun BD FD Inst] SHS CL (FAARX) — Buy (add'l)
Oppenheimer Intl Bond Fund C1 A {OIBAX) — Int/Div
Templeton Income TR GLB BD Advisor (TGBAX) — Int/Div — Sold (part)
Templeton Income TR GLB BD Advisor (TGBAX) — Buy (add'l)
Eagle Mid Cap Stock Fund (HMCJX) — Int/Div — Sold (part)
Eagle Mid Cap Stock Fund (HMCJX) — Buy (add'l)
Pioneer Global High Yield CL A (PGHYX) xX) — Int/Div — Sold
Vanguard Bond Index FD Short-Term Port FD CLAINV(VBISX XX) — Int/Div — Sold
Fidelity ADV EMERG MKTS (FMKIX) — Int/Div — Buy
Fidelity ADV EMERG MKTS (FMKIX) — Buy (add'l)
GULF POWER NOTES 5-18-16 (GUA) — None — Buy
GUGGENHEIM ZACKS INCM ADVAN STRAT PT 2 YRSR 3 REIN (CTZICX) — Int/Div — Buy
GUGGENHEIM ZACKS INCM ADVAN STRAT PT 2 YRSR 3 REIN (CTZICX) — Buy (add'l)
FIRST TRUST PORTFOLIOS MUNI INCOME CLOSED END SERIES REIN — Int/Div — Buy
Transamerica Advisors Life Ins. Co. — istmbution
The Ohio National Life Ins. Co. Annuity — istnibution
Pacific Life Annuity — Distribution
Estate #1
Regions Bank ( Account) — None
House / land in Lowndes Co. AL (Approx 414100 — None — Distnbuted — Note 1, Part VII
Building/ land in Wilcox Co., Camden AL (Approx. 4/14/10)
Franklin Alabama Tax-Free Income Fund: CL C(FALEX) — Int/Div — Note 3, Part VIL
Legslatgive Committee, Federal Magistrate Judges Assocation
Manager, Cassady Farms, LLC (See Part VIII, Note )
Manager, Southbury Condo, LLC (See Part VII, Note 2)
Reimbursement — Federal Magistrate Judges Association — 012/12 -09/14/12 — Washington, DC — Commuttee Meeting — Transportation, lodging and food
Note | - Part | Positions,

The real property listed in Part VII, lines 8,9 & 37 of the 2011 Report were transferred into an LLC in June 2012. The LLC issued participating units and their

value is listed in Part VII, Line 11.

Note 2 - Part I. Positions.

The real property listed in Part VIL, line 7 of the 2011 Report, was transferred into an LLC in June 2012. | am the Manager and only member of the LLC.

Note 3 - Part VII, Investments and Trusts

The value codes listed for the assets on lines 6 & 39 of the 2011 Report were incorrect. The proper value code for line 6 should have been M and for line 39

should have been L.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5785. Public record. Not legal advice.