# Robert H. Whaley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7314

## Record

- **Judge:** Robert H. Whaley
- **Year:** 2012
- **Pages:** 14

## Text

FIDELITY INVESTMENTS ULTRA ACCOUNT:
Core Cash Account — Int/Div
FRANKLIN TEMPLETON:
Templeton Developing Mrkts Trust Mut Fd — Int/Div
BNY MELLON:
Occidental Petroleum Corp, Common Stock — Int/Div
FIDELITY EDUCATION ACCOUNT
NH 100% Equity Contribution — None — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
FIDELITY EDUCATION ACCOUNT
NH 100% Equity Contribution — None — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
FIDELITY EDUCATION ACCOUNT
NH 100% Equity Contribution — None — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
FIDELITY EDUCATION ACCOUNT
NH 100% Equity Contribution — None — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
NH 100% Equity Contribution — Buy (add'l)
of). — Buy (add'l)
of). — Buy (add'l)
of). — Buy (add'l)
of). — Buy (add'l)
of). — Buy (add'l)
FIDELITY INVESTMENTS IRA.
General Electric Common Stock — Int/Div
Fidelity Canada Mutual Fund — None — Sold
Fidelity New Markets Income Mutual Fund — Int/Div
Fidelity Four in One Index Mutual Fund — Int/Div — Buy
Dreyfus Internat’! Bond Fund Cl 1 Mutual Fund — Int/Div
First Eagle Global Class A Mutual Fund — Int/Div
Oakmark Equity & Income Fd Mutual Fund — Int/Div — Sold
Oakmark Global Fund Mutual Fund — None — Sold (part)
Oakmark Global Fund Mutual Fund — Sold
Permanent Portfolio Mutual Fund — Int/Div — Sold
Vanguard Star Investor Class Mutual Fund — Int/Div — Buy
Vanguard Wellington Mutual Fund — Int/Div
Fidelity Cash Reserve — Int/Div
FIDELITY INVESTMENTS.
Amgen Inc. Common Stock — Int/Div
The Ben Franklin Fed S&L Ass'n Common Stock — None
Johnson & Johnson Common Stock — Int/Div
Zimmer Holdings Inc. Common Stock — Int/Div
Fidelity Canada Mutual Fund — Int/Div
Fidelity New Markets Income Mutual Fund — Int/Div
Fidelity Capital & Income Mutual Fund — Int/Div
Fidelity Low-Priced Stock Mutual Fund — Int/Div
Fidelity Strategic Income Mutual Fund — Int/Div
American Balanced Class C Mutual Fund — Int/Div — Sold
Calamos Growth Fund Class C' Mutual Fund — None — Sold
American Growth Fund of America Class € Mutual Fund — None — Sold
Oakmark Equity & Income Fd Mutual Fund — None — Sold
Oakmark Global Fund Mutual Fund — Int/Div
Vanguard Balanced Index Investor Class Mutual Fund — Int/Div — Buy
Vanguard Wellington Investor Mutual Fund — Int/Div — Buy (add'l)
Fidelity Cash Reserves — Int/Div
FIDELITY INVESTMENTS IRA
Fidelity Cash Reserves — None
Fidehity New Markets Income Mutual Fund — Int/Div
Fidelity Capital & Income Mutual Fund — Int/Div
Fidelity Strategic Income Mutual Fund — Int/Div
Dreyfus Int'l Bond Fund Mutual Fund — Int/Div
Oakmark Equity & Income Mutual Fund — Int/Div
Bank of America Money Market Fund — Interest
Lid. Partner, Deming & Ass., Roswell, NM (HUD Project) — None
Ltd. Partner, Deming Apartments, LLC — None — Distributed
MassMutual: GP Life at 69 — Int/Div
MassMutual: Whole Life — None
New York Life; — None
CBSS. LLC — None
FIDELITY ROTH IRA (see VII):
Oakmark Global Fund Mutual Fund — Int/Div — Buy
Cash Reserves — Int/Div
FIDELITY GENERAL INVESTMENTS (see VIII):
Fidehty Canada Mutual Fund — Int/Div
Fidelity Total Bond Mutual Fund — Int/Div
Fidelity Strategic Income Mutual Fund — Int/Div
Van Wellington Investor Mutual Fund Tal — Int/Div — Buy
Cash — Int/Div
Fidelity Balanced Mutual Fund — Int/Div — Sold
Fidelity Small Cap Stock Mutual Fund — Int/Div — Sold
Fidelity Dividend Growth Mutual Fund — Int/Div — Sold
Fidehity Export & Multint'l Mutual Fund — None — Sold (part)
Fidehity Export & Multint'l Mutual Fund — Sold
Fidelity Int'l Discovery Mutual Fund (see vin — None — Sold (part)
Fidelity Int'l Discovery Mutual Fund (see vin — Sold
Fidelity Contrafund Mutual Fund (see VIII) — None — Sold
Oakmark Select Mutual Fund (see VIII) — None — Sold (part)
Oakmark Select Mutual Fund (see VIII) — Sold
WELLS FARGO:
American Balanced Fund Mutual Fund — Int/Div
Capital Income Builder Mutual Fund — Int/Div
Income Fund of America Mutual Fund — Int/Div
Investment Company of American Mutual Fund — Int/Div
Cash — Int/Div
University Trustee, Eastern Washington University
Member, Council on Public Legal Education, Washington State Bar Association
Income — 2012 — Eastern Washington University, Trustee Salary — $2,243.00
Page 11, Lines 120 - 122: Account should have been reported previously and was inadvertently omitted.

Page 11, Lines 124 - 133: Account was previously listed as Trust #1. In October 2012, the trustee position was terminated and the assets were transferred to a

newly created account, Fidelity General Investments,

Page 11, Lines 135-139: The cost basis for cach of these three funds, Fidelity Int'l Discovery Mutual Fund, Fidelity Contrafund Mutual Fund, and Oakmark

Select Mutual Fund. is unknown. Therefore, Column D(4) cannot be completed. If the sales of these funds resulted in gains, the gains would not have exceeded

gain codes of A.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7314. Public record. Not legal advice.