# Roy Bale Dalton jr > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7412 ## Record - **Judge:** Roy Bale Dalton jr - **Year:** 2014 - **Report type:** Annual - **Pages:** 10 ## Text Brokerage Account #2 Rugby Property, LLC: (Passive Investment as General Partner) Seaside Bank Account — None Rental Property #1 (Orlando, FL) — Rent — Sold — Property Management Rental Property #2 (Pensacola, FL) $435.000 — Reat Installment Note on Sale of Rental Property #1 (Orlando, FL) — Interest Goverment Personnel Mutual Whole Life — Interest Seaside Bank Accounts — Interest John Hancock Guaranteed Universal Life Policy — None Lord Abbett (IRA #1) (Money Market Account) — Interest Limited Partnership Interest in ITB Premium Fund IL LTD (IRA #2) — None Working Interest - Baker, Fisher County. TX — Rovalty — Buy — Corporation Working Interest - Baldwin, Clay County. TX — Rovalty Working Interest - Cato #11, Hardeman County, TX — Rovalty Working Interest - Gibson , Cottle County, TX — Rovalty Working Interest - Hamilton #2, Palo Pinto County, TX — Rovalty Working Interest - Lytle Unit, Hardeman County, TX — Rovalty Working Interest - Mayfield, Clay County, TX — Rovalty Working Interest - McLellan-Swofford, Hardeman County, TX — Rovalty Working Interest - McNeese West, Hardeman County, TX — Rovalty Working Interest - Minshew Unit, Hardeman County, TX — Rovalty Working Interest - Smith Eagle Creek #1 Nolan County, TX — None Working Interest - Smith Eagle Creek #2. Nolan County, TX — None Workmg Interest - Southern Cotton, Hardeman County, TX — Rovalty Working Interest - Stell #2, Clay County, T™ — Rovalty Working Interest - Word #5, Hardeman County, TX — Rovalty Working Interest - Word #A-2, Hardeman County, TX — Rovalty Working Interest - Young, Hardeman County, TX — Rovalty Working Interest - Word #4, Hardeman County, TX — None Working Interest - Johnson #1, King County, TX — Rovalty Working Interest - Word #6, Hardeman County, TX — Rovalty Three Shores Bancorporation, Common Stock — None Brokerage Account #1 Seaside Bank Account Sweep Fund — Interest Seaside Bank Account Sweep Fund — None Three Shores Bank Corporation — None Seaside Bank Account Sweep Fund — None Seaside Bank Account Sweep Fund — Interest California St Univ Rev System Wide Municpal Bond — Interest — Sold Carrizo Springs TX Cons Dept — Interest — Buy Delaware Transn Auth Transn Sys Sr Rev Bds Municipal Bond — Interest Franklin Ind Cnty Multi Sch B First Municipal Bond — Interest Indiana Fin Autho Hwy Rev Municipal Bond — Interest Lauderhill Fla Wir & Swr Rev Municipal Bond — Interest Mame Mun Bd Bk Senul Bond — Interest — Buy New Jersey St CTFS Partn Equip Lease Municipal Bond — Interest New York NY City Transitional Fin Auth Municipal Bond — Interest New York St Dorm Auth Revs Ref Seed Municipal Bond — Interest Old Saybrook Conn GO Bds — None — Buy Phoenix Ariz Civic Impt Corp Transit Municipal Bond — Interest — Sold Pierce Canty Wash Sch Dist No 4 Municipal Bond — Interest — Sold Seattle Wash RFDG Municipal Bond — Interest Cohen & Steers Preferred Securities — Int/Div — Buy Vanguard Sht Term Inv Grade Adm 539 Mutual Fund — Int/Div — Sold First Eagle High Yield Fund Class pm Mutual Fund — Int/Div — Buy (add'l) First Eagle High Yield Fund Class pm Mutual Fund — Sold (part) First Eagle High Yield Fund Class pm Mutual Fund — Sold (part) Franklin Low Duration Total Return Fund - ADV El Mutual Fund — Int/Div — Buy (add'l) Franklin Low Duration Total Return Fund - ADV El Mutual Fund — Buy (add'l) Franklin Low Duration Total Return Fund - ADV El Mutual Fund — Sold Lord Abbett Investment Trust — Int/Div — Buy Metropolitan West Total Return Fund — None — Buy T Rowe Price Institutional Floating Rate Fund JR Mutual Fund — Int/Div — Buy (add'l) T Rowe Price Institutional Floating Rate Fund JR Mutual Fund — Buy (add'l) T Rowe Price Institutional Floating Rate Fund JR Mutual Fund — Sold (part) T Rowe Price Institutional Floating Rate Fund JR Mutual Fund — Sold (part) Thompson Bond Fune Sl — Int/Div — Buy Wells Fargo Advantage Adjustable Rate Govt Fund — Int/Div — Buy Wells Fargo Advantage Adjustable Rate Govt Fund — Sold (part) Vanguard Limited-Term Tax-Exempt Fund [] — Int/Div AMG Yacktman Fund Service Class — Int/Div — Sold (part) Eagles MLP Strategy Fund Class — Int/Div — Sold (part) Eagles MLP Strategy Fund Class — Sold (part) Eagles MLP Strategy Fund Class — Sold (part) Federated Strategic Value Dividend Fund IS Mutual Fund — Int/Div — Sold (part) Federated Strategic Value Dividend Fund IS Mutual Fund — Sold (part) Federated Strategic Value Dividend Fund IS Mutual Fund — Sold (part) Thornberg Investment Income Builder Fund Class Jl — Int/Div — Sold (part) Thornberg Investment Income Builder Fund Class Jl — Sold (part) Touchstone Sands Capital Select Growth Fund Class Y [ill Mutual Fund — None — Sold (part) Vanguard Dividend Growth Fund [ll Mutal Fund — Int/Div — Sold (part) Vanguard Dividend Growth Fund [ll Mutal Fund — Sold (part) Vanguard Total Stock Market Index Fund SG Mutal Fund — Int/Div — Sold (part) Vanguard Total Stock Market Index Fund SG Mutal Fund — Sold (part) Three Shores Bancorporation Common Stock — None Parmer, Rugby Property, LLC Liability — New Traditions Bank — Mortgage on Rental Property #1, Orlando FL (Part VII, Line 3) Spouse's income — 2014 — Rugby Property, LLC - Management Fee 1) Part VII (Investments and Trusts): The royalty income disclosed in Column B for each working interest is grass income from the specific oil well. 2) Past VII (Investments and Trusts): The asset listed on line 70 of the 2014 Financial Disclosure Report was fully disposed in 2013, The asset is listed because dividends were received from the asset during 2014 that required reporting. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7412. Public record. Not legal advice.