# Alan G Lance sr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/6796 ## Record - **Judge:** Alan G Lance sr - **Year:** 2014 - **Pages:** 11 ## Text IRA #1 - Charles Schwab — Int/Div Schwab Moncey Market Fund — Interest AT&T Inc Common Stock — Int/Div — Buy (add'l) Briggs & Stratton Corp Common Stock — Int/Div CS X Corp Common Stock — Int/Div GE Common Stock — Int/Div I M Smucker Company Common Stock — Int/Div lohnson & Johnson, Inc Common Stock — Int/Div Procter & Gamble Common Stock — Int/Div Sayder-Lance, Inc Common Stock — Int/Div The Southern Company Common Stock — Int/Div Lance Land & Livestock. LTD. — Distribution Cash, Land, and Buildings — histnbution Common Stock Parks America! Ine — None IRA #2 - Vanguard — None Emerging Mkts Stock Index — None Health Care Fund Iny — None Life Investors: Cash Value Life Insurance — None ING ReliaStar Life Insurance — None IRA #3 - Edward Jones — Int/Div Model Core Plus Balanced Toward Income — Int/Div Working Interest, Incorr Energy Group LLC. Kimball, NE — Rovalty Public Employee Retirement System of Idaho (Y) Capital One Bank Accounts — Interest Union First Market Bank Accounts — Interest — Sold (part) Wells Fargo Bank Accounts — Interest Scott & Stringfellow Investment Account — Int/Div Mkt Vers Agribusn ETF — Int/Div Nuveen Energy MLP ETF — Int/Div Idaho Central Credit Union — Interest — Sold (part) US Series 1 Bonds — Interest Gold — None Waddell & Reed — Int/Div — Buy (add'l) Waddell & Reed — Buy (add'l) Waddell & Reed — Buy (add'l) WR Advisors Core Investment A — Int/Div — Buy (add'l) WR Advisors Core Investment A — Buy (add'l) WR Advisors Core Investment A — Buy (add'l) WR Advisors Dividend Opportunities A — Int/Div — Buy (add'l) WR Advisors Dividend Opportunities A — Buy (add'l) WR Advisors Dividend Opportunities A — Buy (add'l) WR Advisors Energy A — Int/Div — Buy (add'l) WR Advisors Energy A — Buy (add'l) WR Advisors Energy A — Buy (add'l) Ivy Large Cap Growth A — Int/Div — Buy (add'l) Ivy Large Cap Growth A — Buy (add'l) Ivy Large Cap Growth A — Buy (add'l) Ivy Mid Cap Growth A — Int/Div — Buy (add'l) Ivy Mid Cap Growth A — Buy (add'l) Ivy Mid Cap Growth A — Buy (add'l) WR Advisors Science and Technology A — Int/Div — Buy (add'l) WR Advisors Science and Technology A — Buy (add'l) WR Advisors Science and Technology A — Buy (add'l) lvy Small Cap Growth A (Y) lvy Small Cap Value A — Int/Div — Buy (add'l) lvy Small Cap Value A — Buy (add'l) lvy Small Cap Value A — Buy (add'l) WR Advisors Tax-Managed Equity A — Int/Div — Buy (add'l) WR Advisors Tax-Managed Equity A — Buy (add'l) of). — Buy (add'l) WR Advisors Value A — Int/Div — Buy (add'l) WR Advisors Value A — Buy (add'l) WR Advisors Value A — Buy (add'l) Ivy Micro Cap Growth A — Int/Div — Buy (add'l) Ivy Micro Cap Growth A — Buy (add'l) OH6H. — Buy (add'l) lvy Cundill Global Value A — Int/Div — Buy (add'l) O58. — Buy (add'l) O58. — Buy (add'l) lvy Global Equity Income A — Int/Div — Buy (add'l) lvy Global Equity Income A — Buy (add'l) lvy Global Equity Income A — Buy (add'l) lvy Intemational Core Equity A — Int/Div — Buy (add'l) lvy Intemational Core Equity A — Buy (add'l) lvy Intemational Core Equity A — Buy (add'l) WR Advisors Asset Strategy A — Int/Div — Buy (add'l) WR Advisors Asset Strategy A — Buy (add'l) WR Advisors Asset Strategy A — Buy (add'l) WR Advisors Continental Income A — Int/Div — Buy (add'l) WR Advisors Continental Income A — Buy (add'l) WR Advisors Continental Income A — Buy (add'l) Ivy High Income A — Int/Div — Buy (add'l) Ivy High Income A — Buy (add'l) Ivy High Income A — Buy (add'l) Ivy Limited - Term Bond A — Int/Div — Buy (add'l) Ivy Limited - Term Bond A — Buy (add'l) Ivy Limited - Term Bond A — Buy (add'l) WR Advisors Municipal Bond A — Int/Div — Buy (add'l) WR Advisors Municipal Bond A — Buy (add'l) WR Advisors Municipal Bond A — Buy (add'l) WR Advisors Municipal High Income A — Int/Div — Buy (add'l) WR Advisors Municipal High Income A — Buy (add'l) WR Advisors Municipal High Income A — Buy (add'l) WR Advisors Cash Management A — Int/Div Wells Fargo Advisors — Int/Div — Open Ibbotson Strategic ETF - Conservative Growth & Income Fund — Int/Div — Open Working Interest, Plains Marketing LP. Houston, TX — Rovalty — Buy Working Interest, Plains Marketing LP. Houston, TX — Sold First-Third Bank Account — Interest — Open Presudent and Stockholder, Lance Land and Livestock, Lid, Agreement — 010191 — State of Idaho - Pension upon retirement after age 55 Reimbursement — Amencan Legion National Convention — August 2014 — Charlotte, North Carolina — Speaking Engagement — Travel, Lodging, Awfare Income — 2014 — Rental income from parking space — SON0.00 Income — 2004 — Rental income from sublease — $3.750.00 Income — 2014 — PERSI - State of Idaho - Pension upon retirement after age 55 — $22.554 40 1. Part VII - Line 20 - 21: The funds in this account are not directed by the account holder. The account holder selects a model (Model selected: Model Core Plus Balanced Toward Income) and then has no control of securities or funds held in the account. 2. Part VII - Line 23: This retirement benefit is not an investment, but rather a vested pension plan. It is now included in Part 11 on this report. The pernsion became a in May 2009. Let this serve as an amendment to the prior reports, 3, Part VII - Line 25: There was a full redemption of a CD held by this bank, but there is still a small amount of funds held in an account at the bank. 4. Part VII - Line 30: There was a full redemption of a CD held by this bank, but there is still a small amount of funds held in an account at the bank. 5. Part VII - Lines 33-93: Cash was added to the Waddell & Reed Investment Account on three different dates throughout the year, and the cash was then allocated to each of the funds within the account on the dates listed as additional buys. 6. Part VII - Line 54: The Ivy Small Cap Growth A was reported on the last report. It was listed on the Year End Statement for 2013; however, it was listed with a $0 balance, and it should not have been listed as an investment holding in 2013. Let this serve as an amendment to the prior reports. 7, Part VII - Lines 95-98: The funds in this account are not directed by the account holder. The account holder selects an investment strategy (Ibbotson Strategic ETF - Conservative Growth & Income Fund), and then has no control of securities or funds held in the account. 8. Part VII - Lines 97-9K: This investment was temporarily part of the Wells Fargo Account, and the investment was bought and sold within the reporting period. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6796. Public record. Not legal advice.