# Michael R. Merz > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/8841 ## Record - **Judge:** Michael R. Merz - **Year:** 2013 - **Report type:** Annual - **Pages:** 15 ## Text IRA #1 (Stifel. Nicolaus) Fifth Third Bank — Interest John Hancock Life Insurance cash value policy — Int/Div MetLife life insurance cash value policy — Int/Div Sufel Bank & Trust — Interest Citibank NA — Interest AT&T common shares — Int/Div — Sold (part) AT&T common shares — Buy AT&T common shares — Buy (add'l) Abbott Laboratories common shares — Int/Div — Sold (part) Abbvie. Inc — Int/Div — Sold Actavis PLC — Int/Div — Buy Actavis PLC — Sold (part) Actavis PLC — Sold Alcoa common shares — Int/Div — Sold Alcoa common shares — Buy Amgen common — Int/Div — Sold (part) Apple common — Int/Div — Buy (add'l) Carriage Services Inc — Int/Div — Buy Century Link common — Int/Div — Sold CH Robison Worldwide Inc New — Int/Div — Buy CH Robison Worldwide Inc New — Sold Cisco Systems common — Int/Div — Sold (part) Direct TV Class A common — Int/Div — Sold (part) Donnelly RR & Sons Co. common — Int/Div — Sold (part) Du Pont E.1. De Nemours & Co. common — Int/Div — Sold Du Pont E.1. De Nemours & Co. common — Sold (part) Exelon Corp. common — Int/Div — Sold Exelon Corp. common — Sold (part) Exelon Corp. common — Buy Expeditors Intl Wash Inc — Int/Div — Buy Express Scripts Holding Co. common — Int/Div — Sold (part) Exxon Mobil common — Int/Div — Sold (part) Exxon Mobil common — Buy (add'l) Flextromics Int] Ltd — Int/Div — Sold (part) Flextromics Int] Ltd — Sold Goodyear Tire & Rubber common — Int/Div Hancock Holding Company — Int/Div — Buy Health Care REIT Inc common — Int/Div — Buy (add'l) Health Care REIT Inc common — Sold (part) Insured Bank Program MMKT — Interest Intl Business Mach — Int/Div — Buy (add'l) Intl Business Mach — Buy Jolmson & Johnson common — Int/Div — Sold Kellogg common — Int/Div — Sold (part) Microsoft common — Int/Div — Sold (part) Newmont Mining Corp Holding Co. common — Int/Div — Buy PPL Corp. common — Int/Div — Sold (part) Peoples United Financial common — Int/Div — Sold (part) S10. — Buy (add'l) Qualcomm, Inc — Int/Div — Buy Quest Diagnostics common — Int/Div — Sold (part) Quest Diagnostics common — Sold Royal Dutch Shell PLC sponsored ADR Repstg A common — Int/Div — Buy Royal Dutch Shell PLC sponsored ADR Repstg A common — Buy (add'l) Royal Dutch Shell PLC sponsored ADR Repstg A common — Buy (add'l) Schlumberger common — Int/Div — Buy Staples Inc — Int/Div Southern Company — Int/Div — Buy Stewart Enterprises Inc. Class A common — Int/Div — with line 62) Stewart Enterprises Inc. Class A common — Sold (part) Stewart Enterprises CHG Inc Class A — Int/Div Washington REIT SBI — Int/Div — Buy Washington REIT SBI — Sold (part) Watson Pharm Inc. common — Int/Div Wellpoint, Inc — Int/Div — Sold (part) Wellpoint, Inc — Sold (part) Xerox common — Int/Div — Sold (part) Ishares Trust S&P US PFD Stock Index Fund — Int/Div — Buy (add'l) Ishares Trust S&P US PFD Stock Index Fund — Buy (add'l) Ishares Trust S&P US PFD Stock Index Fund — Sold (part) Bancorpsouth Capital Trust Trups Pfd 8.15% — Interest — Redeemed P Morgan Chase Cap XI preferred — Interest — Redeemed Invesco Van Kampen Trut Investment Grade Municipals — Int/Div — Sold (part) Invesco Semor Income Trust — Int/Div — Sold (part) Invesco Semor Income Trust — Sold (part) Invesco Trust Inv. Grade Muns — Int/Div — Buy Nuveen Dividend Advantage Municipal Fund — Int/Div — Buy Nuveen Dividend Advantage Municipal Fund 11 — Int/Div — Buy Nuveen Credit Strategies Income Fund — Int/Div — Buy Nuveen Municipal Value Fund — Interest — Buy Nuveen Municipal Value Fund — Buy (add'l) PVR Partners Unit Reptg Ptnshi Int LTD — Int/Div — Buy (add'l) PVR Partners Unit Reptg Ptnshi Int LTD — Sold (part) PVR Partners Unit Reptg Ptnshi Int LTD — Sold (part) Raytheon Co new common — Int/Div Sufel Nicolaus Money Market Fund — Int/Div AT&T. Inc.common — Int/Div — Buy (add'l) AT&T. Inc.common — Buy (add'l) Abbott Laboratories common — Int/Div — Sold (part) Abbvie. Inc — Int/Div — Sold Actavis Inc — Int/Div — Buy Actavis Inc — Sold Alcoa, Inc. common — Int/Div — Sold Alcoa, Inc. common — Buy Amgen, Inc. common — Int/Div Apple, Inc. commoon — Int/Div — Buy (add'l) CH Robinson Woldwid New — Int/Div — Buy CH Robinson Woldwid New — Sold Carriage Services, Inc — Int/Div — Buy Cisco Systems, Inc. common — Int/Div Direct TV common — Int/Div Donnelly RR & Sons (X) — Int/Div Du Pont E.I. De Nemours & Company (X) — Int/Div — Sold Exelon Corp. common — Int/Div — Sold Expeditors Intl Wash Inc — Int/Div — Buy Express Scripts Holding Co. common — Int/Div Exxon Mobil Corp. common — Int/Div — Buy (add'l) Goodyear Tire & Rubber Co. common — Int/Div Hancock Holding Company — Int/Div — Buy Health Care REIT, Inc. (X) — Int/Div — Buy (add'l) Insured Bank Program — Int/Div International Business Machines Corp. — Int/Div — Buy (add'l) International Business Machines Corp. — Buy Johnson & Johnson — Int/Div — Sold Kellogg Company common — Int/Div Microsoft Corp. common — Int/Div Newmont Mining Corp. Holding Co — Int/Div — Buy Nuveen Credit Start Incm — Int/Div PPL Corp. cvommon — Int/Div People United Financial Inc. common — Int/Div — Buy Qualcomm Inc — Int/Div — Buy Quest Diagnostics common — Int/Div — Sold Royal Dutsch Shell PLC Sponsored ADRn repstg A shares — Int/Div — Buy Royal Dutsch Shell PLC Sponsored ADRn repstg A shares — Buy (add'l) Royal Dutsch Shell PLC Sponsored ADRn repstg A shares — Buy (add'l) Schlumberger Ltd — Int/Div — Buy Southern Company — Int/Div — Buy Staples, Inc. common — Int/Div Stewart Enterprises Inc. Class A — Int/Div — with line 131) Stewart Enterprises CHG — Int/Div Washington Real Estate Inestment Trust SBI — Int/Div — Buy Wellpoint, Inc — Int/Div — Sold Xerox Corp. common — Int/Div Flextronics Intl LTD — Int/Div — Sold Ishares S&P US, Preferred Stock Index ETF — Int/Div — Buy (add'l) Ishares S&P US, Preferred Stock Index ETF — Buy (add'l) Bancorpsouth Capital Trust Trups Pd — Int/Div — Redeemed JP Morgan Chase Cap XI Cum Pfd — Int/Div — Redeemed Invesco Senior Income TR — Int/Div — Sold Invesco Trust Invt Grade Muns — Int/Div Nuveen Dividend Advantage Municipal Fund — Int/Div Nuveen Dividend Advantage Municipal Fund 1 — Int/Div Nuveen Municipal Value Fund — Int/Div — Buy Nuveen Municipal Value Fund — Buy (add'l) Nuveen Credit Strategies Income Fund — Int/Div — Buy PVR Partners Unit Reptg Partnership Int Lid POmshp — Int/Div — Sold (part) PVR Partners Unit Reptg Partnership Int Lid POmshp — Buy Trustee, vice president, and assistant secretary, East End Community Services Corporation Trustee and secretary-treasurer, Dayton Metro Library Foundation Income — 08/27/2013 — Cash portion of Robert B. Yegge Award - American Bar Association — $500.00 Spouse's income — 2013 — does mvidual spiritual direction on a fee-for service basis 1. In response to Judge McKinley's letter of September 16, 2014, § 4 noting that the Stifel Nicolous Money Market Fund reported in the 2012 report was not listed in the current (2013) report, please see line 86 which reports this asset. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8841. Public record. Not legal advice.