# David Whalin > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7423 ## Record - **Judge:** David Whalin - **Year:** 2013 - **Report type:** Annual - **Pages:** 10 ## Text Jefferson County Federal Credit Union — Interest Exxon Mobil — Int/Div ILAF (money market) — Interest Harbor Bond Fund — Int/Div Harbor Bond Fund — Buy (add'l) Harbor Int'l Inst] Fund — Int/Div Harbor Int'l Inst] Fund — Sold (part) Harbor Int'l Inst] Fund — Sold Harbor Int'l Inst] Fund — Buy Royce Premier Fund — Int/Div Royce Premier Fund — Sold Royce Premier Fund — Buy Yacktman Focused Fund — Int/Div Yacktman Focused Fund — Sold (part) Yacktman Focused Fund — Sold (part) Yacktman Focused Fund — Sold (part) Yacktman Focused Fund — Buy (add'l) Alhancebernstein Global — Int/Div Alhancebernstein Global — Buy (add'l) Prudential Invst, Port. Jennison — Int/Div Prudential Invst, Port. Jennison — Sold Prudential Invst, Port. Jennison — Buy Wells Fargo Advantage Growth — Int/Div Wells Fargo Advantage Growth — Sold (part) Wells Fargo Small Cap Growth — Int/Div — Buy MFS Int'l Value Fund — None — Buy MFS Int'l Value Fund — Sold ILAF (money fund) — Int/Div Proctor and Gamble — Int/Div New York Whole Life — None Stockvards Bank Account — Int/Div Ivy Funds Small CapCl — None — Sold Ivy Fund Asset Srategy Cl — None — Sold John Hancock Sovereign Bond Fund C11 — None — Buy (add'l) John Hancock Sovereign Bond Fund C11 — Sold Oppenheimer Dev. Mkts. C1 I — None — Sold Prudential Invt.Port. Equity Opp. Class Z — None — Sold (part) Prudential Invt.Port. Equity Opp. Class Z — Sold (part) Prudential Invt.Port. Equity Opp. Class Z — Sold Thomburg Intl Value C11 — Int/Div — Sold Touchstone Invest. Mid Cap C1 Y — None — Sold Alliancebemnstein Global Bd. Fd — Int — Buy (add'l) Alliancebemnstein Global Bd. Fd — Buy (add'l) Alliancebemnstein Global Bd. Fd — Sold (part) Alliancebemnstein Global Bd. Fd — Buy (add'l) Prudential Short Term Corp Bond C1 Z — Int/Div — Buy (add'l) Prudential Short Term Corp Bond C1 Z — Buy (add'l) Prudential Short Term Corp Bond C1 Z — Sold Wells Fargo Advantage Growth Fd — Int/Div — Buy S10. — Buy (add'l) S10. — Buy (add'l) S10. — Buy (add'l) Wells Fargo Small Co. Growth Fd — Int/Div — Buy Wells Fargo Small Co. Growth Fd — Buy (add'l) John Hancock 111 Disciplined Value Fd — None — Buy John Hancock 111 Disciplined Value Fd — Sold Harbor Bond Fd — Int/Div — Buy Harbor Bond Fd — Buy (add'l) Harbor Bond Fd — Buy (add'l) Harbor Fd Int'l Fd — Int/Div — Buy Harbor Fd Int'l Fd — Buy (add'l) Harbor Fd Int'l Fd — Sold Harbor Fd Int'l Fd — Buy Prudential Invt Prt 10 Jennison Equity Income — Int/Div — Buy Prudential Invt Prt 10 Jennison Equity Income — Sold Prudential Invt Prt 10 Jennison Equity Income — Buy Royce Premeier Fd — Int/Div — Buy Royce Premeier Fd — Buy (add'l) Royce Premeier Fd — Sold Royce Premeier Fd — Buy Yacktman Focused Fd — Int/Div — Buy Yacktman Focused Fd — Buy (add'l) Yacktman Focused Fd — Buy (add'l) Yacktman Focused Fd — Buy (add'l) Yacktman Focused Fd — Buy (add'l) MFS Int'l Value Fd — None — Buy MFS Int'l Value Fd — Sold Income — 2013 — Kentucky Retirement System -- fixed annuity — S40.000.00 Spouse's income — 2013 — Landrum & Shouse, LLP salary --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7423. Public record. Not legal advice.