# Patrick Hanna

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6304

## Record

- **Judge:** Patrick Hanna
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 7

## Text

Brokerage Account #1 — None — Closed
Fidelity Govt MMKT Capital Reserves Cl FZAXX — Int/Div — Buy (add'l)
Fidelity Govt MMKT Capital Reserves Cl FZAXX — Sold (part)
Fidelity Govt MMKT Capital Reserves Cl FZAXX — Buy (add'l)
Fidelity Govt MMKT Capital Reserves Cl FZAXX — Sold (part)
Fidelity Govt MMKT Capital Reserves Cl FZAXX — Sold (part)
Fidelity Govt MMKT Capital Reserves Cl FZAXX — Sold
CNL Lifestyle Properties, Inc (REIT) — None — Sold (part)
CNL Lifestyle Properties, Inc (REIT) — Distnbuted
EPR Properties and Ski Resort Holdings LLC/EPR — None — Open
EPR Properties and Ski Resort Holdings LLC/EPR — Sold
Brokerage Account #4
Charles Schwab Bank — Interest
Coca Cola Co. (Common Stock VKO — Int/Div
Exxon Mobil Corp (Common Stock YXOM — Int/Div
American Capital World Growth & Income Fund/CWGIX — Int/Div
La St 5%20G0 LTX — Interest
Southern Company (SO) — Int/Div
James Advantage Funds Golden Rainbow Fd Inst CVGLRIX — Int/Div
Marshall Funds Inc BMO Inter Tax Free FodMITFX — Int/Div
Schwab Markettrack/SWHGX — Int/Div
Brokerage Account £3
Charles Schwab Bank — Interest
Schwab Markettrack/SWHGX — Int/Div — Buy (add'l)
Exxon Mobil (Common Stock YXOM — Int/Div
Rental Property £3, Vernon Parish LA — Ret
Real Estate. Vernon Parish, LA — None
Real Estate. Vernon Parish, LA — None
Chase Bank — Interest
Sole Member, Gumbo & Merlot LLC
Reimbursement — Federal Magistrate Judges’ Assoc. — 3/19-212017 — Washington D.C — Board of Directors Mecting — Food, transportation and lodging
Reimbursement — Federal Magistrate Judges ASSOC. — 9/11-1472017 — Washington D.C — Legislative Reception/ Executive Cmte Meeting — Food, transportation and lodging
Reimbursement — Liceme a — Witnesses for Discovery ahout Discovery, etc.
Part VII - Lines 9 and 12: The CNL Lifestyle Properties REIT was in liquidation mode in the spring of 2017, It assets were purchased by EPR Properties (EPR).

Line 9 reflects a non-cash liquidation/distribution which is essentially a change in value of what was formerly CNL shares to the value assigned for EPR shares, |

immediately transferred the EPR shares to Brokerage account number 3, sold all the EPR shares and invested them in the accout designated as SWHGX

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6304. Public record. Not legal advice.