# John P. Gustafson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6289

## Record

- **Judge:** John P. Gustafson
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 6

## Text

IRA with Charles Schwab
Research Frontiers, Inc. (Symb. 'REFR’) common stock in IRA — None
Global Diversfd Inds. New (Restricted Shares) in IRA, prob. defunct — None
Vanguard 500 Index Fund (VFINX) in IRA. — Int/Div
Cashin IRA — Interest
Family Trust
1/3 interest in property in Cleveland Heights, Ohio — None — Sold — M. Carroll/ Trust
Research Frontiers (symbol REFR) — None
China Continental Inc. (Symbol CHCL) probably defunct — None
Global Diversified Ind. - probably defunct — None
The Mastic Companies, LTD - (Symbol MIXX) probably defunct — None
Unitrend, Inc. probably defunct — None
State Teachers Retirement System of Ohio Retirement Account, — None
Wells Fargo Small Mid Cap Fund "SENAX" (UGMA acct.) — None — Sold — Fargo/UGMA Acct. Son
Lot/structure in RV Resort, Zephyrhills. Pasco County, Florida. — Rent — Buy — McDaniel
Amfds Cap WId Bd R3 (in former 401(k) acct.) — None — Sold
Member of the Board of Directors., The NACTT Academy (01/24/2013 to 12/31/2015) non-profit educational 501(c)(3)
Reimbursement — For Consumer Bankruptcy Education — NACTT Conference — and attendance fee.
Reimbursement — Court — 05/13/2015 to 05/15/15 — Detront, Michigan — Sixth Circuit Judicial Conference — Travel (mileage/parking), meals and hotel.
Reimbursement — Federal Judicial Center — ROS 15 1008/07/15 — Washington, D.C — Educational seminar for judges. — Travel (plane fare/taxis), meals, and hotel
Reimbursement — EE REAl Paes A RE — Bar Conference for the Northern District of Ohio
In my initial disclosure, | listed Wells Fargo AVTG Growth-INV Fund in a UGMA account. At the time, | thought that was the only fund that had been held in the

Wells Fargo account. The UGMA account was started about 20 years ago, upon the birth of our son. The investment was with "Strong Funds” in one mumal fund

account. Strong Funds was purchased by Wells Fargo in 2004. Apparently, the single mutual fund account was split into two accounts. The Wells Fargo AVTG

Growth-INV Fund was sold in 2013. 1 did not become aware of the existence of the second account, the Wells Fargo Small Mid Cap Fund, until early 2015. The

fund was then sold. The gain listed was declared as my son's income.

State Teachers Retirement System of Ohio is from teaching one class for two years at the University of Toledo more than a decade ago. The amount is minimal,

and T chose "other™ as the basis for valuation because the statement from STRS does not provide any information other than an amount and 1 relied on the STRS

statement.

Cash in IRA from rollover of former 401(k) Plan (from Chapter 13 Trusteeship).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6289. Public record. Not legal advice.