# William Martin Conley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7117

## Record

- **Judge:** William Martin Conley
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 8

## Text

Morgan Stanley Smith Bamey (Inv. Acct.) Hy
Danaher Corp — Int/Div — Sold
Deluxe Corporation — Int/Div — Sold
Honeywell Int] Inc — Int/Div — Sold
I Tool Works Inc — Int/Div — Sold
Intuit Inc — Int/Div — Sold
Oracle Corp — Int/Div — Sold (part)
Oracle Corp — Sold
O'Reilly Automotive Inc New — Int/Div — Sold
Pepsico Inc. NC — Int/Div — Sold
U S Bancorp Com New — Int/Div — Sold (part)
U S Bancorp Com New — Sold
Davis New York Venture A — Int/Div
Franklin Mutual GIb Discov A — Int/Div
Frankhn Small Midcap Grw A — Int/Div
money market (Morgan Stanley Smith BameviX) — Interest
Morgan Stanley (IRA)H) $
American Funds SMALLCAP World Fund — Int/Div — Sold
American Funds EuroPacific Growth Fund — Int/Div — Sold
Templeton Growth Fund — Int/Div — Sold
Franklin Mutual Shares Fund — Int/Div
American Funds AMCAP Fund — Int/Div
Franklin Income Fund — Int/Div — Sold
Ameican Funds Income Fund of America — Int/Div — Sold
American Funds New Economy Fund — Int/Div
American Funds Washington Mutual Investors Fund — Int/Div — Sold (part)
Franklin Growth Fund — Int/Div — Buy
Franklin DynaTech Fund — Int/Div
American Funds Growth Fund of America — Int/Div
MidState Bank cd — Interest — Buy
First Republic Bank cd — Interest — Buy
US Bank (401K, mutual funds, no control) (xX)
ESOP USB Stock — Int/Div
Vanguard Institutional Index Fund — Int/Div
Active US Small-Mid Equity — Int/Div
Piper Jaffray Companies (PJC) — Int/Div
Wells Fargo Advantage Funds (H)
EdVest Savings Program 1 Age-Based Option (mo control) — None — Sold (part) — College
EdVest Savings Program 2 Age-Based Option (no control) — None
M&I Bank Accounts — Interest

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7117. Public record. Not legal advice.
