# M. Stephen Hyles

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6498

## Record

- **Judge:** M. Stephen Hyles
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 8

## Text

Parcel, Muscogee County, Georgia, 1/2 undivided terest — None
Columbus Bank & Trust Account — None
IRA#) — Int/Div
Citibank NA Bank Deposit Program
General Electric Co (common)
Synovus Financial Corp (common)
Total System Services Inc (common)
American Fund American Balanced Fund Cl C(BALCX) — Sold (part)
American Fund American Balanced F1 (BALFX) — Buy
Calamos Growth Fund C1 A (CVGRX)
American Fund Capital Income Builder Fund C1 C(CIBCX)
First Eagle Global Fund C1 C (FESGX)
Legg Mason OPPort Tr C1 C (LMOPX)
Legg Mason Clearbridge Fundamental All Cap C1 C (SFVCX)
Olstein All Cap Value Fund C1C (OFALX)
IRA #2 — Int/Div
Citibank NA South Dakota Bank Deposit Program
AFLAC Inc (common)
AT&T Inc (common)
General Electric (common)
Mhinots Tool Works Ine (common)
Johnson & Johnson (common)
Charles Schwab New Corp (common) {X)
Total System Services Inc (common) — Sold
Duke Energy Corp New (common) (X)
Verizon Communications (common) — Sold (part)
Path2College 529 Plan #1, Managed Allocation, No Control — Int/Div — Buy (add'l)
Path2College 529 Plan #1, Managed Allocation, No Control — Buy (add'l)
Path2College 529 Plan #1, Managed Allocation, No Control — Buy (add'l)
Path2College 529 Plan #2, Managed Allocation. No Control — Int/Div — Buy (add'l)
Path2College 529 Plan #2, Managed Allocation. No Control — Buy (add'l)
Path2College 529 Plan #2, Managed Allocation. No Control — Buy (add'l)
Path2College 529 Plan #2, Managed Allocation. No Control — Buy (add'l)
Path2College 529 Plan #3, Managed Allocation. No Control — Int/Div — Buy
Path2College 529 Plan #3, Managed Allocation. No Control — Buy (add'l)
Path2College 529 Plan #3, Managed Allocation. No Control — Buy (add'l)
Liability — American Express — Credit Card
Liability — VISA — Credit Card
Liability — Columbus Bank & I'rust Company — Loun. Associated with VILL Line
Spouse's income — 2012 — Muscogee County School District - Salary
Spouse's income — 2012 — Self-employed consultant
Spouse's income — 2012 — Morgan Stanley Smith Bumey, LLC - IRA Distribution
Part VII. Investments and Trusts. Lines 8 and 9. On July 11, 2012 there was a "class exchange” of shares of American Funds American Balanced Fund Class C

for shares of American Funds American Balanced Fund Class FI. Since this terminology is not available in Part VII, column D. (1), we used the terminology

"Redeemed (part)" and "Buy." There was no gain or loss in this class exchange.

Part VIL Investments and Trusts. Line 23. Schwab Charles Corp (common) was exchanged for Charles Schwab New (common).

Part VIL Investments and Trusts, Line 25, Duke Energy Corp (common) was exchanged for Duke Energy Corp New (common).

Part VII. Investments and Trusts. Lines 27 through 36, Path2College529 Plans. These three 529 Plans are set up where Judge [I have no control as

far as what the plans invest in. Note that a third 529 plan was purchased in 2012 und all three plans had additional contributions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6498. Public record. Not legal advice.