# William Odis Bertelsman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/5962 ## Record - **Judge:** William Odis Bertelsman - **Year:** 2012 - **Report type:** Annual - **Pages:** 11 ## Text T-Rowe Price Equity Index 500 — Int/Div Templeton Foreign Fund C1 A — Interest Victory Gradison Government Reserve — Int/Div Goldline (formerly Dreyfus Gold Fund) — None Legg Mason Europe Fund (stock) — Int/Div US. Bank, Fort Thomas. KY — Interest Dupree. Kentucky- ShortMed. Fund — Interest Dupree. Kentucky - Tax Free Fund — Interest Fifth Third Bank { Account) — Interest Fifth Third Bank, Fort Thomas, KY (Common Shares) — Int/Div Victory Established Value Fund — Int/Div Dreyfus Growth & Income Fund — Int/Div Bank of Kentucky (Account) — Interest Procter & Gamble « Common stock — Int/Div Victory Small Company Fund — Int/Div BankAmerica Corp. (common stock) — Int/Div Bank of Kentucky (Account) — Interest United States Savings Bonds (1) — Interest Sherwin Williams — Int/Div DWS Dreman High Return Fund — Int/Div Kroger Co — Int/Div JM. Smucker Co — Int/Div Michigan Education Savings Program #2 — Interest Michigan Education Savings Program #3 — Interest Michigan Education Savings Program #4 — Interest Ky Education Savings Plan 529 Trust #5 — Interest — Closed Michigan Education Savings Program #5 — Interest Ky Education Savings Plan 529 Trust #6 — Interest — Closed Michigan Education Savings Program #6 — Interest ChevronTexaco Corp. — Int/Div Duke Energy — Int/Div Clorox Co. — Int/Div Clorox Co. — Buy (add'l) Conoco Phillips — Int/Div — Sold — from 2011 Report Exxon Mobil Corp. — Int/Div General Mills, Inc — Int/Div Pepsico, Inc — Int/Div Procter & Gamble Co — Int/Div Southern Co. — Int/Div Sunoco, Inc. (now Suncoke Energy — Int/Div Wisconsin Energy Corp. — Int/Div Yum Brands. Inc — Int/Div — Sold (part) US. Savings Bonds (H) — Interest Michigan Education Savings Program #7 — Interest Michigan Education Savings Program #8 — Interest Michigan Education Savings Program #9 — Interest E-Trade Account — Interest Automatic Data Processing, Inc — Int/Div Johnson & Johnson — Int/Div Amencan Funds Growth Fund of America — Int/Div Peabody Energy Group — Int/Div Hart Co., KY Public Property due 4/1/13 — Interest Bowling Green, KY Independent (due 113) — Interest Western Union Co — Int/Div Spectra Energy — Int/Div Kentucky St. Prop & Bldgs (due 8/1/25) — Interest Highlands Ranch Met. Dist. (due 12/1/15) — Interest — Sold Ky. State Turnpike Authority (due 7/1/19) — Interest New York, NY (due 8/1/16) — Interest Hopkins Mn. Indpt. School (due 12/1/17) — Interest Arizona Sch. Faces. Brd. (due 9/1/17) — Interest Califorma St. (due 8/1/18) — Interest — not sell in 2011: error Oklahoma Dept. Trans. Rev, (due 9/1/18) — Interest — Sold (part) Bowling Green, KY Proj. (due 6/1/20) — Interest Blackrock Global Allocation Fund — Int/Div Alliance Bernstein Bal. Wealth Strategy — Int/Div Citizens Bank of No. Ky (CD) — Interest Citizens Bank of No. Ky. (CD) — Interest Citizens Bank of No. Ky (CD) — Interest Citizens Bank of No. Ky (CD) — Interest Merrill Lynch Money Fund (Muni) — Interest Merrill Lynch Bank (Regular) — Interest IVY Global Natural — Int/Div Janus Forty Fund C1 C — Int/Div Principal Investors Securities ( — Int/Div Lexington-Fayette Urban County Ky Ser A due 2/1/14 — Interest China Mobile Ltd Spon ADR — Int/Div — Sold Coca Cola Co. — Int/Div Exxon Mobile Corp. — Int/Div IM Co — Int/Div Alabama St. Cap Impt. Ser.D due 6/1/19 — Interest Ky State Ppty & Bldg due 11/1/17 — Interest Citizens Bank Acct. (for $29 Plans) — Interest Honolulu City Hawaii Cat Waste due 7/1/19 — Interest New York St. Dorm Auth. due 2/15/20 — Interest Ky St. Ppty & Bldg due 8/1/20 — Interest Ivy Asset Strategy Fund CL C — Int/Div Ky State Ppty & Bldg due 7/1/19 (Turnpike) — Interest Mimois State due 4115 — Interest Lowusville Jefferson Ky MET due 5/15/18 — Interest Ky State Turnpike Auth due 7/1/19 — Interest Frunklin Ky PPC First due 4/1/20 — Interest New Jersey State due 8/1/20 — Interest Natural Gas Commumcations — Interest — Expired Oil Am. Issuer BAC due 11/19/12 — Interest — Redeemed Loomis Sayles Strategic Class ( — Interest Medtronic — Int/Div Medtronic — Buy (add'l) IShares Trust Russell Midcap Growth — Int/Div Washmgton State Various (due 7/1/21) — Int/Div — Buy Louisville Jefferson KY MET (due 5/15/28) — Int/Div — Buy Adpunct Teacher (part-time J one class ¥non-compensated ), Salmon P. Chase College of Law, Northem Kentucky University, Highland Heights, KY Owner, 529 Trust Plans #2-#9 through Kentucky Education Savings Plan and Michigan Education Program --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5962. Public record. Not legal advice.