# Gerald Bruce Lee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8185

## Record

- **Judge:** Gerald Bruce Lee
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 6

## Text

Wal Mart Stores. Inc (IRA) — Int/Div — Buy (add'l)
DWS Funds Strategic Yield Tax Free — Int/Div — Buy (add'l)
Black Rock Global Allocation Fund, Inc — Int/Div — Buy (add'l)
First Eagle Sogen Global FD CL ( — Int/Div — Buy (add'l)
Hartford Balanced Allocation FD CL — Int/Div — Buy (add'l)
Lord Abbet Diversified Income Strategy Class C — Int/Div — Buy (add'l)
Russell 3000 Index* — Int/Div — Sold
CCWV PC 401 (K) Retirement Plan and Trust — Int/Div — Buy (add'l)
Johnson Controls — Int/Div
Fidelity Fund Inc., SBI? — Int/Div — Buy (add'l)
Alliance Capital Reserves* Money Market Fund — Int/Div — Sold
General Electric Corporation — Int/Div — Buy (add'l)
General Mills Corporation — Int/Div — Buy (add'l)
Board of Trustees, The American University
Baord of Advisors, Marshall Brennan Program The American University Washington College of Law
Dean's Advisory Council, The American University Washimgton College of Law
Treasurer, Federal Judges Association
Agreement — 592 — Virgima Retirement System, government pension, Fairfax Circurt Court
Reimbursement — Virginia State Bar National Trial Ad
Spouse's income — 3 — Colten Cummins Watson & Vincent, PC
(1) Your letter instructs me not to list the stock | purchase monthly because the amount does not exceed $1,000. | will comply and remove the fact that | do

purchase shares of Walmart Stores, Inc., General Mills Corporation, and General Electric Corporattion. | will continue to recuse myself from matters mvolving

these entities because as | understand the law | may not preside over a case where 1 own stock in a corporations. Items No. 19, 20, and 22 are removed from this

Amended FDR.

(2) . 1 do own some shares in Johnson Controls which remains listed on the Amended FDR.

ANSWERS TO FDR COMMITTEE INQUIRY Novembeer 30, 2014 January 26, 2015

1. Line 54 2012 FDR Alliance Capital Reserves Money Market Fund was sold 12/1/2012 as we transferred retirement funds to DWS Strategic Yield Tax Free

Funds so it is no longer listed. FDR Form would not permit me to list the 12/1/2012 date.

2. Line 10 Fidelity Fund, SBI was acquired 12/1/2012 when we consolidated retirement accounts, FDR Form would not permit me to list the date as 12/1/2012,

3. No. 18, Colten Cummins Watson & Vincent, P.C. 401 (k) Retirement Plan and Trust is the name of a 401 (k) Retirment Plan and Trust held by JN law

firm which is managed by Sun Trust bank. The 4091 (k) is managed by the bank und J has no control over investments or trading.

4. I have clarified my response above re: Walmart, General Mills Corporation, and General Electric Corporation as | have listed these items on the FDR Report.

The aggregate values of the stock held exceeds $1,000., however, my monthly purchases do not exceed $1,000.00. I apologize for the confusion.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8185. Public record. Not legal advice.