# Michael R. Merz > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/6496 ## Record - **Judge:** Michael R. Merz - **Year:** 2017 - **Report type:** Annual - **Pages:** 11 ## Text Fifth Third Bank — Interest John Hancock Life msurance cash valve policy — Int/Div MetLife insurance cash value policy — Int/Div IRAZI(H) Goldman Sachs Bank Insured (Cash Account) (X) — Interest AT&T Common shares (T) — Int/Div Amgen common (AMGN) — Int/Div Apple common (AAPL) — Int/Div — Sold Autozone Inc (AZO) — None — Buy Biogen, Inc. (BIB) — None — Sold (part) Bristol-Myers Squibb (BMY) — Int/Div Carriage Services, Inc. (CSV) — Int/Div — Sold (part) Centurylink Inc — Int/Div — Sold CVS Health Corp (CVS) — Int/Div Domnelly RR & Sons common — Int/Div — Sold (part) Domnelly RR & Sons common — Sold Expeditors Intl Wash Inc. (EXPD) — Int/Div Express Scripts Holding (ESRX) — None — Buy (add'l) Exxon Mobil common (XOM) — Int/Div Fastenal Co. (FAST) — Int/Div Federated INVS Inc PA CL B (FI — Int/Div — Buy Gilead Sciences Ing — Int/Div — Sold Grainger WW Inc (GWW) — Int/Div — Buy Harley Davidson, Inc — Int/Div — Sold Hospitality PPTYS TR (HPT) — Int/Div IBM Corp. (IBM) — Int/Div — Sold (part) IBM Corp. (IBM) — Sold Invesco LTD (IVZ) — Int/Div — Sold (part) Johnson Controls Inc — Int/Div — Sold LSC Communications Inc — Int/Div — Sold Lowes Companies Inc (LOW) — Int/Div — Buy McKesson Corp (MCK) — Int/Div — Sold (part) Peoples United Financial (PBCT) — Int/Div Pitney Bowes Inc (PBI) — Int/Div — Buy (add'l) Qualcomm, Inc (QCOM) — Int/Div — Sold (part) Royal Dutch Shell PLC sponsored ADR Repstgn A common (RDS/A) — Int/Div Southwest Airlines (LUV) — Int/Div Stericycele Inc (SRCL) — None Verizon Communications (VZ) — Int/Div — Buy (add'l) Washmgton REIT SB1 (WRE) — Int/Div Welltower Inc. (HON) — Int/Div Ishares S&P US Preferred Stock Index Fund (PFF) — Int/Div Nuveen Municipal Value Fund (NUV) — Int/Div — Sold (part) IRA #2 (H) Goldman Sachs Bank Insured (Cash Account) (X) — Interest AT&T Common shares (T) — Int/Div — Sold (part) Amgen common (AMGN) — Int/Div Apple common (AAPL) — Int/Div — Sold Autozone Inc (AZO) — None — Buy Biogen, Inc. (BIB) — None Bristol-Myers Squibb (BMY) — Int/Div Carriage Services, luc. (CSV) — Int/Div Centurylink Inc — None — Sold CVS Health Corp (CVS) — Int/Div Domnelly RR & Sons common — Int/Div — Sold (part) Domnelly RR & Sons common — Sold Expeditors Intl Wash Inc. (EXPD) — Int/Div Express Scripts Holding (ESRX) — None — Buy (add'l) Exxon Mobil common (XOM) — Int/Div Fastenal Co (FAST) — Int/Div Federated INVS Inc PA CL B (FID — Int/Div — Buy Gilead Sciences Ing — Int/Div — Sold Grainger WW Inc (GWW) — Int/Div — Buy Harley Davidson, Inc — Int/Div — Sold Hospitality PPTYS TR (HPT) — Int/Div IBM Corp. (IBM) — Int/Div — Sold Invesco LTD (IVZ) — Int/Div Johnson Controls Inge — Int/Div — Sold LSC Communications Inc — Int/Div — Sold Lowes Companies Inc (LOW) — Int/Div — Buy McKesson Corp (MCK) — None Peoples United Financial (PBCT) — Int/Div Pitney Bowes Inc (PBI) — Int/Div — Buy (add'l) Qualcomm, Inc (QCOM) — Int/Div Royal Dutch Shell PLC sponsored ADR Repstgn A common (RDS/A) — Int/Div Southwest Airlmes (LUV) — Int/Div Stericycle Inc (SRCL) — None Verizon Communications (VZ) — Int/Div — Buy (add'l) Washington REIT SB1 (WRE) — Int/Div Welltower Inc. (HON) — Int/Div Ishares S&P US Preferred Stock Index Fund (PFF) — Int/Div Nuveen Municipal Value Fund (NUV) — Int/Div — Sold (part) Investment Account #1 (H) Akre Focus Retail CL (AKREX) — Int/Div — Buy Artisan Global Value Investors CL (ARTGX) — Int/Div — Buy (add'l) Diamond Hill Corp Credit CL 1 (DHSTX) — Int/Div — Buy (add'l) Doubleline Total Return Bond (DLTNX) — Int/Div — Buy (add'l) IVA Worldwide CL A (IVWIX) — Int/Div James Balanced Golden Rainbow Retail CL (GLRBX) — Int/Div Wells Fargo Absolute Return ADM CL (WARDX) — Int/Div Western Asset Macro Opptys CL (LAOIX) XxX) — Int/Div Westwood Income OPPTYS CL (WHGIX) — Int/Div Trustee/director, president, East End Community Services Corporation Trustee! director, president, Dayton Metro Library Foundation Director, State Library of Ohio Director, East End Neighborhood Development Corporation Part I, Ime 1: Ended 7/1/17; replaced by Part |, line 4. Part VII, lines 42, 46, 47, 48, 58, 59, 66, 75, 79, and 81: Name changes only; see lines 50, 55, 57, 58, 63, 64, 70, 75, 81, and 84 of the 2016 report, respectively. Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether tuxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per page 40 of the filing instructions. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6496. Public record. Not legal advice.