# Suzanne Mitchell

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7468

## Record

- **Judge:** Suzanne Mitchell
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 18

## Text

RENTAL PROPERTIES (H)
Rental Property #1 - Cleveland County. Norman, OK — Rent
Rental Property #2 - Oklahoma County, Oklahoma City, OK — Rent
CASH AND BONDS (H)
UMB Accounts — Interest
First United Bank — Int/Div
Chase Accounts — Interest
RAYMOND JAMES ACCOUNT (H)
Invesco Mid Cap Growth Fund Class A — Int/Div
Invesco Comstock Fund Class A M/F — Int/Div
Capital Income Builder Fund Class A American Funds M/F — Int/Div
Capital World Growth & Income Fund Class A American FD M/F — Int/Div
Investment Company of America Class A American Funds M/F — Int/Div
Washington Mutual Investors Class A American Funds M/F — Distribution
Bank Deposit Program - Sweep — Int/Div
First Trust Sabrient Bakers Dozen (Port 2015 Series Term) — Int/Div — Redeemed
IM Company — Int/Div — Buy
IM Company — Sold
Air Products & Chemicals Incorporated — Int/Div — Buy
Allstate Corporation — Int/Div — Buy
Alphabet Incorporated Cap Stk Class A — Int/Div — Buy
Amazon Com Incorporated — Int/Div — Buy
Apple Incorporated — Int/Div — Buy
Becton Dickinson & Company — Int/Div — Buy
Blackrock Incorporated — Int/Div — Buy
Blackrock Incorporated — Sold
CME Group Incorporated — Int/Div — Buy
CVS Health Corporation — Int/Div — Buy
Cardmal Health Incorporated — Int/Div — Buy
Camival Corporation Paired CTF — Int/Div — Buy
Cognizant Technology — Int/Div — Buy
Colgate Palmmolive Company — Int/Div — Buy
Disney Walt Company Com — Int/Div — Buy
Express Scripts Hidg Company — Int/Div — Buy
First Trust Sabrient Bakers Dozen (Port 2016 Series Term) — Int/Div — Buy
Facebook Incorporated Classs A — Int/Div — Buy
General Dynamics Corporation — Int/Div — Buy
Grainger WW Incorporated — Int/Div — Buy
Grainger WW Incorporated — Sold
Home Depot Incorporated — Int/Div — Buy
Honeywell Intemational Incorporated — Int/Div — Buy
Intercontmental Exchange Incorporated — Int/Div — Buy
International Flavors & Fragrance — Int/Div — Buy
International Flavors & Fragrance — Sold
JP Morgan Chase — Distribution — Buy
Kansas City Southern Com New — Int/Div — Buy
Kraft Heinz Company — Int/Div — Buy
Lowes Companies Incorporated — Int/Div — Buy
Lowes Companies Incorporated — Sold
Mastercsed Incorporated Class A — Int/Div — Buy
Mastercsed Incorporated Class A — Sold
Mircrosoft Corporation — Int/Div — Buy
Microchip Technology Incorporated — Int/Div — Buy
O REilly Automotive Incorporated New — Int/Div — Buy
Oracle Corporation — Int/Div — Buy
Pepsico Incorporated — Int/Div — Buy
Pfizer Incorporated — Int/Div — Buy
Priceline GRP Incorporated Com New — Int/Div — Buy
Priceline GRP Incorporated Com New — Sold
Salesforce Com Incorporated — Int/Div — Buy
Sherwin Williams Company — Int/Div — Buy
Sherwin Williams Company — Sold
Starbucks Corporation — Int/Div — Buy
Synchrony Finl — Int/Div — Buy
Time Warmer Incorporated — Int/Div — Buy
TIX Companies Incorporated New — Int/Div — Buy
TIX Companies Incorporated New — Sold
Tractor Supply Company — Int/Div — Buy
Tractor Supply Company — Sold
Union Pac Corporation — Int/Div — Buy
UnitedHealth Group Incorporated — Int/Div — Buy
Ventas mcorporated REIT — Int/Div — Buy
Ventas mcorporated REIT — Sold
Verizon Communications Incorporated — Int/Div — Buy
Versum Matls Incorpoated — Int/Div — Buy
Visa Incorporated Com Class A — Int/Div — Buy
Wells Fargo & Company New — Int/Div — Buy
Accenture PLC Ireland SHS Class A — Int/Div — Buy
Eaton Corporation PLC SHS Ireland — Int/Div — Buy
Ingersoll-Rand PLC SHS Ireland — Int/Div — Buy
Medtronic PLC SHS Ireland — Int/Div — Buy
Chubb Limited Switzerland — Int/Div — Buy
NXP Semiconductors NV Netherlands — Int/Div — Buy
EDWARD JONES ACCOUNTS (H)
Edward Jones #1 (H)
Money Market — Interest — Distributed
Walt Disney Company stock — Int/Div — Sold
Edward Jones #2 (H)
Money Market — Interest — Distnbuted
Oracle Corporation Stock — Int/Div — Sold
Edward Jones #3 (H)
Money Market — Interest — Distnbuted
EDWARD JONES 529 COLLEGE SAVINGS PLANS (H)
EDJ 529 College Savings Plan 21 (H)
Capital Income Builder Fund — Int/Div — Distnbuted
Capital World Growth and Income Fund — Int/Div — Distnbuted
Fundamental Investors Fund — Int/Div — Distributed
EDJ 529 College Savings Plan 23 (H)
Capital Income Builder Fund — Int/Div — Distnbuted
Capital World Growth and Income Fund — Int/Div — Distnbuted
Fundamental Investors Fund — Int/Div — Distnbuted
FULKERSON FAMILY REVOCABLE TRUST (H)
Chevron Stock — Int/Div
Real Estate Parcel #1, Cleveland Cty, OK See Part VIII, — None
Real Estate Parcel #2, Cleveland Cty, OK See Part VIII. — None
Real Estate Parcel #3, Cleveland Cty, OK See Part VIII, — None
Real Estate Parcel #4, Cleveland Cty, OK See Part VII, — None
PARTNERSHIP INVESTMENTS (Hh)
Legacy Financial Services Group, LLC 1.07616% — Distribution
ARNOLD & PORTER LLP PROFIT SHARING AND JO HKI PLAN (HD)
T. Rowe Price Mid Cap Growth — Int/Div
Fidelity Contrafund — Int/Div
Vanguard Small Cap Index Inst — Int/Div
FIDELITY INVESTMENTS ROLLOVER IRA (H)
Fidelity Low Priced Stock — Int/Div
Fidelity Select Multimedia — Int/Div
MCAFEE & TAFT 401(K)(H)
SPTN S00 Index Inst — Int/Div — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
SPTN S00 Index Inst — Buy (add'l)
Fidelity Contrafund K — Int/Div — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Contrafund K — Buy (add'l)
Fidelity Low Priced Stock — Int/Div — with line 181)
Fidelity Mid Cap Stock K — Int/Div — with line 183)
JH Discpl Value Midcap — Int/Div
Fidelity Diversified Intemational K — Int/Div
MM SEL Mid Cap GR — Int/Div
SCHWAB ROLLOWVER IRA (H)
Pimco Fundamental Index Plus AR FD CL D — Int/Div — Sold
Vulcan Value Partners Fund — Int/Div — Sold
Dodge & Cox Stock Fund — Int/Div — Sold
Schwab Total Stock Market Index Fund — Int/Div — Buy
ETRADE BROKERAGE ACCOUNTS (H)
ETrade Account £1 (H)
Ford Motor Co — Int/Div
Nuance Communications — Int/Div
Powershares Exchange Traded Fund — Int/Div
Oneok Partners LP — Int/Div
Berkshire Hathaway — Int/Div
Etrade Account #2 (H)
Coca Cola Bottling Co — Int/Div
Schwab S&P S00 Fund — Int/Div
OKLAHOMA 529 COLLEGE SAVINGS PLANS (H)
OK 529 College Savings Plan £1 (H)
US Equity Index Option — Int/Div — Distnbuted
Aggressive Managed Allocation Age 18+ — Int/Div — Distnbuted
Moderate Managed Allocation Age 18+ — Int/Div
Guaranteed Option — Ine — Buy
Guaranteed Option — Buy (add'l)
Guaranteed Option — Sold
Guaranteed Option — Sold (part)
Guaranteed Option — Sold (part)
OK 529 College Savings Plan £2 (H)
Aggressive Managed Allocation 184 — Int/Div
US Equity Index Option — Int/Div — Sold (part)
Guaranteed Option — Int/Div — Buy
OK 529 College Savings Plan #3 (H)
Conservative Managed Allocation Age 18+ — Int/Div — Distnbuted
Liability — First Mortgage Company — Mortgage - Rental Property #1 (Part VII, Line 1)
Liability — Sun Trust Mortgage Inc.(See Part VIL) — Mongage - part Personal Property, part Rental Property #2 (Part VII, Line 2)
Income — 2016 — US Judges Admin Office of the US - Salary — S$163.565.00
Spouse's income — 2016 — McAfee & Taft - Salary
Spouse's income — 2016 — Oklahoma City University - Salary
Spouse's income — 2016 — Legacy Financial Services Group - Partnership Income
Parcels are owned through a family revocable trust.

Taxable value of Parcel 1, Part VII Line 109 is 4,000,

Taxable value of Parcel 2, Part VII Line 110 is $12,360.

Taxable value of Parcel 3, Part VII Line 111 is $2,000,

Taxable value of Parcel 4, Part VII Line 112 is $12,500.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7468. Public record. Not legal advice.
