# Suzanne Mitchell > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/8132 ## Record - **Judge:** Suzanne Mitchell - **Year:** 2017 - **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 Rental Property #3 - Oklahoma County. Oklahoma City, OK — Reat — Buy CASH AND BONDS (H) UMB Accounts — Interest First United Bank — Int/Div — Distributed Chase Accounts — Interest RAYMOND JAMES ACCOUNT (H) Mutual Funds (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 — Int/Div Cash & Cash Alternatives (H) Bank Deposit Program - Sweep — Int/Div Equities (H) Abbvie Incorporated — Int/Div — Buy Adobe Systems Incorporated — Int/Div — Buy Adobe Systems Incorporated — Sold Air Products & Chemicals Incorporated — Int/Div Allstate Corporation — Int/Div Alphabet Incorporated Cap Stk Class A — Int/Div Amazon Com Incorporated — Int/Div Apple Incorporated — Int/Div Bank Amer Corporation — Int/Div — Buy Bank of the Ozarks — Int/Div — Buy Becton Dickinson & Company — Int/Div — Buy (add'l) Celgene Corporation — Int/Div — Buy Celgene Corporation — Buy (add'l) Celgene Corporation — Sold CME Group Incorporated — Int/Div — Buy (add'l) CVS Health Corporation — Int/Div — Buy (add'l) Cardinal Health Incorporated — Int/Div — Sold Camival Corporation Paired CTF — Int/Div — Buy (add'l) Cognizant Technology — Int/Div — Sold Colgate Palmmolive Company — Int/Div — Sold Disney Walt Company Com — Int/Div — Sold Express Scripts Hldg Company — Int/Div — Sold First Trust ETF IV North — Int/Div — Buy First Trust ETF IV North — Sold First Trust Sabrient Bakers Dozen (Port 2016 Series Term) — Int/Div — Redeemed First Trust Sabrient Baker's Dozen (Port 2017 Series Term) — Int/Div — Buy Facebook Incorporated Classs A — Int/Div — Buy (add'l) Facebook Incorporated Classs A — Sold (part) Fedex Corporation — Int/Div — Buy General Dynamics Corporation — Int/Div — Sold Home Depot Incorporated — Int/Div Honeywell Intemational Incorporated — Int/Div Intercontimental Exchange Incorporated — Int/Div JP Morgan Chase — Int/Div Kansas City Southern Com New — Int/Div — Buy (add'l) Kraft Heinz Company — Int/Div — Sold Lauder Estee — Int/Div — Buy Merck & Company Incorporated — Int/Div — Buy Merck & Company Incorporated — Sold Mircrosoft Corporation — Int/Div — Buy (add'l) Microchip Technology Incorporated — Int/Div — Buy (add'l) Motorola Solutions Incorporated — Int/Div — Buy O REilly Automotive Incorporated New — Int/Div — Sold Oracle Corporation — Int/Div — Buy (add'l) Pepsico Incorporated — Int/Div — Sold Phzer Incorporated — Int/Div — Sold (part) Praxair Incorporated — Int/Div — Buy Priceline GRP Incorporated Com New — Int/Div — Buy Rockwell Collins Incorporated — Int/Div — Buy Roval BK CDA Montreal QUE — Int/Div — Buy Salesforce Com Incorporated — Int/Div — Buy (add'l) Sherwin Williams Company — Int/Div — Buy Starbucks Corporation — Int/Div — Sold Synchrony Finl — Int/Div Time Wamer Incorporated — Int/Div Union Pac Corporation — Int/Div — Buy (add'l) UnitedHealth Group Incorporated — Int/Div Verizon Communications Incorporated — Int/Div — Buy (add'l) Verizon Communications Incorporated — Sold Versum Matls Incorpoated — Int/Div — Sold Visa Incorporated Com Class A — Int/Div Wells Fargo & Company New — Int/Div — Sold Westrock Company — Int/Div — Buy Accenture PLC Ireland SHS Class A — Int/Div — Sold Alibaby Group Hldg Limited Cayman Islands — Int/Div — Buy Alibaby Group Hldg Limited Cayman Islands — Sold Eaton Corporation PLC SHS Ireland — Int/Div Ingersoll-Rand PLC SHS Ireland — Int/Div Medtronic PLC SHS Ireland — Int/Div — Sold Chubb Limited Switzerland — Int/Div Lvondellbasell Industries Netherlands — Int/Div — Buy NXP Semiconductors NV Netherlands — Int/Div Broadcom Limited SHS (Singapore) — Int/Div — Buy Broadcom Limited SHS (Singapore) — Buy (add'l) Exchange Traded Products (H) ISharees TR Core S&P — Int/Div — Buy ISharees TR Core S&P — Buy (add'l) ISharees TR Core S&P — Buy (add'l) ISharees TR Core S&P — Buy (add'l) ISharees TR Core S&P — Buy (add'l) ISharees TR Core S&P — Buy (add'l) IShares Incorporated Core — Int/Div — Buy IShares Incorporated Core — Buy (add'l) IShares Incorporated Core — Buy (add'l) IShares Incorporated Core — Buy (add'l) 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 VII, — None Real Estate Parcel #4, Cleveland Cry, OK See Part VIII, — None PARTNERSHIP INVESTMENTS (H) Legacy Financial Services Group, LLC 1.07616% — Distribution — Distnbuted ARNOLD & PORTER LLP PROFIT SHARING AND 401K) PLAN (H) 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) Fidelity Contrafund K — Int/Div — Buy (add'l) Fidelity Contrafund K — Buy (add'l) Fidelity Contrafund K — Buy (add'l) JH Discpl Value Midcap — Int Fidelity Diversified International K. See note in Part VIII, — Int/Div — with line 137) MM SEL Mid Cap GR — Int/Div Fidelity Diversified International K6. See note in Part VIII, — Int/Div — Open OGLETREE.DEAKINS, NASH, SMOAK K& STEWART 401K) (H) AF Growth Fund Amer $6 — Int/Div — Buy AF Growth Fund Amer $6 — Buy (add'l) AF Growth Fund Amer $6 — Buy (add'l) AF Growth Fund Amer $6 — Buy (add'l) AF Growth Fund Amer $6 — Buy (add'l) AF Growth Fund Amer $6 — Buy (add'l) AF Growth Fund Amer $6 — Buy (add'l) AF Growth Fund Amer $6 — Buy (add'l) AF Growth Fund Amer $6 — Buy (add'l) AF Growth Fund Amer $6 — Buy (add'l) Harbor Cap Appr Inst — Int/Div — Buy Harbor Cap Appr Inst — Buy (add'l) Harbor Cap Appr Inst — Buy (add'l) Harbor Cap Appr Inst — Buy (add'l) Harbor Cap Appr Inst — Buy (add'l) Harbor Cap Appr Inst — Buy (add'l) Harbor Cap Appr Inst — Buy (add'l) Harbor Cap Appr Inst — Buy (add'l) Harbor Cap Appr Inst — Buy (add'l) Harbor Cap Appr Inst — Buy (add'l) Vang Midcap IDX Inst — Int/Div — Buy Vang Midcap IDX Inst — Buy (add'l) Vang Midcap IDX Inst — Buy (add'l) Vang Midcap IDX Inst — Buy (add'l) Vang Midcap IDX Inst — Buy (add'l) Vang Midcap IDX Inst — Buy (add'l) Vang Midcap IDX Inst — Buy (add'l) Vang Midcap IDX Inst — Buy (add'l) Vang Midcap IDX Inst — Buy (add'l) Vang Midcap IDX Inst — Buy (add'l) Vang Windsor Il Adm — Int/Div — Buy Vang Windsor Il Adm — Buy (add'l) Vang Windsor Il Adm — Buy (add'l) Vang Windsor Il Adm — Buy (add'l) Vang Windsor Il Adm — Buy (add'l) Vang Windsor Il Adm — Buy (add'l) Vang Windsor Il Adm — Buy (add'l) Vang Windsor Il Adm — Buy (add'l) Vang Windsor Il Adm — Buy (add'l) Vang Windsor Il Adm — Buy (add'l) SCHWAB ROLLOVER IRA (H) Schwab Total Stock Market Index Fund — Int/Div 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./y Apple Inc — Int/Div — Buy 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 21 (H) Moderate Managed Allocation Age 8+ — Int/Div — Sold (part) Moderate Managed Allocation Age 8+ — Sold (part) Guaranteed Option — Int/Div — Buy (add'l) Guaranteed Option — Buy (add'l) Guaranteed Option — Buy (add'l) Guaranteed Option — Sold (part) Guaranteed Option — Sold (part) Guaranteed Option — Sold (part) OK 529 College Savings Plan £2 (H) Aggressive Managed Allocation 18+ — Int/Div US Equity Index Option — Int/Div Guaranteed Option — Int/Div — Sold (part) Liability — First Mortgage Company — Mortgage - Rental Property #1 (Part VII, Line 2) Liability — Sun Trust Mortgage Inc — Mongage - part Personal Property, part Rental Property #2 (Part VII, Line 3) Liability — CMG Mortgage Ine — Mortgage - Rental Property #3 (Part VII, Line 4) Spouse's income — 2017 — McAfee & Taft - Salary Spouse's income — 2007 — Oklahoma City University - Salary Spouse's income — 32007 — Ogletree, Deakins, Nash - Salary On 12/15/17, all holdings were moved from Fid Diversified Fund K (line 135) to Fid Diversified Fund K6 (line 137). Subsequent to the transfer, earnings were reported in Fid Diversified Fund K (line 135). These earnings were not transferred out of the account before year end, thus the small balance on line 135. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8132. Public record. Not legal advice.