# David E Russell

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8399

## Record

- **Judge:** David E Russell
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 13

## Text

FAMILY TRUST
SMR IRA
American Electric Power Co — Int/Div
2. Berkshire Hathaway Inc — None
3. BPPLC ADS — Int/Div
4. Chico Fas Inc — Int/Div
S Clorox Co De — Int/Div
6. Emerson Electric Co — Int/Div
7. General Mills Inc — Int/Div
8. Hawanan Electric Ind — Int/Div
9. Nestle Spon ADR Reg Shr — Int/Div
10. Pepsico Inc — Int/Div
11. PG&E Corporation — Int/Div
12. Plum Creek Timber — Int/Div
13. Procter & Gamble — Int/Div
14. Target Corp — Int/Div
15. M/S Bank — Interest
DER IRA (see Part VII)
1. M/S Bank — Interest
2. Alerian MLP ETF — istmbution
3. CPFL Energia S.A — Int/Div
4. Health Care Sel Sect SPDR FD — Int/Div
S. Industrial Sel Sect SPDR FD — Int/Div
6. ISHARES Cohen & Steers REIT ETF — Int/Div
7. ISHARES High Divd E1r — Int/Div
RK. ISHARES Intl Sel Divd ETF — Int/Div
9. ISHARES NASDAQ Biotech ETF — Sold
10 ISHARES S&P Midcap 400 Index — Int/Div
11 ISHARES S&P Smallcap 600 Index — Int/Div
12. ISHARES US Technology ETF — Int/Div
13. S&P SOO Index FD — Int/Div
14. AQR Managed Futures Strategy — Int/Div — Buy (add'l) — Dividends
15. Columbia Acorn Z — Int/Div — Buy (add'l) — Dividends
16. Eaton Vance Diver Cur Ing — Int/Div — Sold
17. First Eagle Global — Int/Div — Buy (add'l) — Dividends
18. First Eagle Gold — Int/Div
19. Goldman Sachs N-11 Equity — Int/Div — Buy (add'l) — Dividends
20. Good Harbor US Tactical Core — Int/Div — Buy (add'l) — Dividends
21. Mainstay High Yield Opport — Int/Div — Buy (add'l) — Dividends
22 Oppenheimer Intl Sm Com Y — Int/Div — Buy (add'l) — Dividends
23. Oppenheimer Sr Floating Rate Y — Int/Div — Buy (add'l) — Dividends
24. Pimco Emerging Local Bd P — Int/Div — Buy (add'l) — Dividends
25. Pioneer MI Ast Ult Sht Inc Y — Int/Div — Buy (add'l) — Dividends
26. Pioneer Strategic Income Y — Int/Div — Buy (add'l) — Dividends
27. Prudential Total Return Bd 2 — Int/Div — Buy (add'l) — Dividends
28. Templeton Global Bd Fd Ady — Int/Div — Buy (add'l) — Dividends
CASH FUNDS
1. American Express Savings — Interest
2. Golden Credit Union — Int/Div
13 Safe Credit Union — Int/Div
4. Schools Financial Credit Union — Int./hv
1. M/S Bank & Money Mkt Fds — Interest
2. 3M Company — Int/Div
3. Abbott Laboratories — Int/Div
4. Abbieve Inc Com — Int/Div
5. Altria Group Inc — Int/Div
6. American Tower REIT Com — Distribution
7. Anadarko Petroleum — Int/Div
8 Analy Capital Mgmnt Inc — Int/Div — Sold — on sale
9. Arthur J. Gallagher — Int/Div
10. AT&T — Int/Div
11. Atmos Energy — Int/Div
12. Berkshire Hathaway B — None
13. Catapillar Inc — Int/Div
14. Celgene Corp — None
14. Celgene Corp — Open — Dividend
15. Chevron Corp — None — Buy
16. Cincinnati Financial — Int/Div
17. Conoco Phillips — Int/Div
18. Costco Wholesale Corp New — Int/Div — Buy
18. Dow Chemical Company — Int/Div
19. Duke Energy Corp — Int/Div
20. El Lilly & Co — Int/Div
21. Frontier Communications Corp — Int/Div
22. Google Inc Cl C — None — from lime 76) — Dividend
23. Google Inc-Cl A — None
24. Halvard Health — None — from line 25)
Halyard Health — None — Sold (part) — share
25 Health Care REIT — Int/Div
26. Home Depot Inc — Int/Div
27. Johnson & Johnson — Int/Div
28. Kimberly Clark Corp — Int/Div
29. Kinder Morgan Incorp — Int/Div — Buy
30. Kraft Food Group Inc Com — Int/Div
31. Leucadia Nat CP — Int/Div — Buy
32. Lowes Companies Inc — Int/Div
13 MercadoLibre Inc — Int/Div
34 Mondalez Intl Inc Com — Int/Div
35. Netgear Inc — None
36. Nextera Energy Inc Com — Int/Div
17 Novartis AG ADR — Int/Div
38. Outer Tail Corp — Int/Div
39. Phillip Morris Int] Inc — Int/Div
40. Phillips 66 Com — Int/Div
41. Rackspace Hosting Inc Com — None
42. Roval Dutch Shell PLC CL B — Int/Div — Buy
43. Sohu.Com Inc — None — Sold — on sale
44. Spectru Energy Corp — Int/Div
45. Stratasys LTD SHS — None — Buy
46. Sysco Corp — Int/Div
47. Time Inc — Int/Div — from line 41) — Dividend
48. Time Wamer Cable Inc New — Int/Div
49. Time Wamer Inc New — Int/Div
50. TIX COS Inc New — Int/Div
1. USG Corp New — None
52. Verizon Communications — Int/Div
53. Waste Connections — None
54. Barcap Path DJ UBS Comm Indx — None — Sold — on Sale
5. Blackrock Cal Muni Inc Trust — Int/Div
S56. IShares MSCI1 EAFE ETF — Int/Div
57. IShares Emergilng Mkts ETF — Int/Div
8. Prospect Capital Corp — Distribution — Buy
59. SPDR S & P Emerging Asia Pacif — Int/Div
60. SPDR S & P Intl Utilities Sect — Int/Div
61. The Technology Sel Sec SPDR FD — Int/Div
62. California St Genl Oblig Bds — Interest
63. Columbia Select Smllr Cp Val A — Int/Div
64 Franklin CA Tax Free Income Fd — Int/Div
65. Franklin Mutual Global Discovery A — Int/Div
66. Thomburg CA Ltd Term Mum A Fd — Int/Div
67. Rental Property, Lincoln, CA — Rent
Trustee of Family Trust. Assets reported m Part VII
Part VII, line 17. The DER IRA is managed by our broker. We have limited control over the investments,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8399. Public record. Not legal advice.