# Ross A. Walters

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6747

## Record

- **Judge:** Ross A. Walters
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 8

## Text

Principal Ins. Cos. - IRA — None
Principal Ins. Cos, - Common Stock — Int/Div
Pfizer Common Stock — Int/Div
Oppenheimer Capital Appreciation Fund Class A - IRA — None
Wells Fargo Bank - IRA — None
lowa Retirement Investors Club 4038 Plan (Hartford) — None
To — Int/Div
R — Interest
Principal High Y1d 11 Fd
Harbor Int'l Fund Inst
Pimco Total Return Fd. Inst.
Principal Preferred Sec. Fd
Vanguard Inflation Protected Fd
Prudential Jennison Nat. Res. Fd
Templeton Global Bond Fd
Third Ave. Real Estate Value Fd
Tortoise Energy Infra. Corp.
Vanguard Index Fds. Lg.-Cap ETF
SPDR Ser TR S&P Div. ETF
Cash (Principal Money Market)
Trust — Int/Div
n — Interest
Principal Gov. & High Quality Bond Fd
Principal Short Term Inc. Fd
Principal Income Fund
Principal High Yd 11 Fd
Principal Preferred Sec. Fd
Principal Global Div, Inc. Fd
Blackrock High Yid. Bond Fd — Sold
Federated Adjustable Rate Fd — Sold
Looms Sayles Bond Fd — Sold
Oppenheimer Int'l Bond Fd. — Sold
Victory Nat'l Mut. Bond Fd — Sold
Westcore Plus Bond Fd — Sold
Akre Focus Fd. Retail — Sold
Cohen & Steers Realty Shares — Sold
Eaton Vance Floating Rate Adv. A — Sold
Hartford Capital Appr. Fund A — Sold
FMI Large Cap Fd. — Buy
FMI Large Cap Fd. — Sold
Heartland Value Plus Fd. — Sold
James Balanced Golden Rainbow Fd — Sold
Lazard Dev. Mkts. Equity Fd — Sold
Thomburg Int'l Value Fd. A — Sold
Togueville Fund — Sold
Calamos Growth Fund A — Sold
Insurance Contract (Principal)
Cash (Principal Money Market)
Trustee, Trust
Trustee, Trust
Liability — Bank of America — Mortgage on personal residence
Spouse's income — 2012 — West Des Momes, lowa School Dstrict (Part-Time Teacher) - Salary
Parts | and VIL Trust #1 is a testamentary trust, Trust #2 is an ter vivos trust. My interest in the trusts is contingent. | have no present right or ability to receive

any income or principal. | have listed the trusts because of the trustee's management authority over trust assets,

Part VII A(5) - Certificates of Deposit.

Part VII D{4) - Proceeds from Trust #2 transactions not remvested in 2012.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6747. Public record. Not legal advice.
