# Alan G Lance sr

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9154

## Record

- **Judge:** Alan G Lance sr
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 9

## Text

IRA #1 - Charles Schwab — Int/Div
Schwab Money Market Fund — Interest
GE Common Stock — Int/Div
Proctor & Gamble Common Stock — Int/Div
Heinz HJ Co Common Stock — Int/Div
Frontier Communications Common Stock — Int/Div — Buy (add'l)
Hecla Mining Company Common Stock — None — Sold
The Southern Company Common Stock — Int/Div
J H Smucker Company Common Stock — Int/Div
Briggs & Stratton Corp Common Stock — Int/Div
Marathon Oil Corp Common Stock — Int/Div — Sold
Snyder-Lance, Inc Common Stock — Int/Div
Johnson & Johnson, Inc Common Stock — Int/Div — Buy
CS X Corp Common Stock — None — Buy
Lance Land & Livestock, LTD. — Distribution
Cash, Land, and Buildings — Distribution
Common Stock Parks America! Inc — None
IRA #2 - Vanguard — None
Emerging Mkts Stock Index — None
Health Care Fund Inv — None
Life Investors: Cash Value Life Insurance — None
ING RehaStar Life Insurance — None
IRA #3 - Franklin Templeton Investments IRA (Edward Jones) — None
Mutual Global Discovery Fund - Class € — None
Franklin Income Fund - Class C — None
Templeton Global Bond Fund - Class C — None
Franklin Strategic Ser Income Fund - Class OC — None
Franklin US Government Secs Fund - Class C — None
Franklin Balance Fund - Class ( — None — Buy
Franklin Equity Income Fund - Class ( — None — Buy
Franklin Rising Dividends Fund - Class € — None — Buy
Working Interest, Frontier Oil and Refining Co. — Rovalty — with line 33)
Working Interest, HollyFrontier Refining & Marketing LLC — Rovalty
Public Employee Retirement System of Idaho — Distribution
Capital One Bank — Interest
Narfe Premier Credit Union — Interest
StellarOne Bank — Interest
LPL Fmancial Investment Account — Int/Div
Advisors lnmer Circle Fund Li Grt Vala (X) — Int/Div
Agr Funds Diversified Arbi C11 (X) — Int/Div
Artisan Fds Inc Mad Cap Value Fd Inv (X) — Int/Div
Columbia Funds Ser Tr 11 MA Marsico CIZ (xX) — Int/Div
Eaton Vance MF Floating Rate C1 1(X) — Int/Div
Eaton Vance Mun National Mums C1HHX) — Int/Div
First Eagle Fds Inc Overseas Fd C1 1(X) — Int/Div
Forward Funds Global Infrastr Fund C1(X) — Int/Div
Hotchkis Wiley Funds High Yield Fund A xX) — Int/Div
JPMorgan Tr Strat Incm Opptys Select (xX) — Int/Div
Oppenheimer Sr Floating Rate Fund C1 Y (xX) — Int/Div
Pimco Funds Total Return Fund C1 P(X) — Int/Div
Rs Invt Trust Global Natural R(X) — Int/Div
Templeton Global Bond Fd Advs C1 (X) — Int/Div
Turner Funds Spectrum Fund Instl C1 (X) — Int/Div
Western Asset Core Plus Bd Port Inst! (X) — Int/Div
LPL Financial Cash Account — None
Union First Market Bank — Interest — Open
Scott & Stringfellow Investment Account — Int/Div — Open
MKkt Vetrs Agribusn ETF — Int/Div — Buy
Nuveen Energy MLP ETF — Int/Div — Buy
Idaho Central Credit Umon (X) — Interest
US Series Bonds — None — Buy
President and Stockholder, Lance Land and Livestock, Lid
Agreement — 010191 — State of 1daho - Pension upon retirement after age 55
Liability — Sallie Mae - Federal Student Loan — Co-Signer on student loan
Reimbursement — American Legion — August 201 — Minneapolis, Minnesota — Speaking engagement — Airfare, lodging, and transportation
Income — 2011 — Rental wmcome from a parking space — SO00.00
1. Part VII - Line 23: This IRA is now being administered by Edward Jones. There was no change in the investments when the administration was moved.

2. Part VII - Line 24: The name of this fund has been updated to reflect the name listed by the broker, but the investment has not changed.

3, Part VII - Line 27: The name of this fund has been updated to reflect the name listed by the broker, but the investment has not changed.

4. Part VII - Line 28: The name of this fund has been updated to reflect the name listed by the broker, but the investment has not changed.

5. Part VII - Line 32: Frontier Oil and Refining Co. merged with Holly Refining & Murketing LLC to become HollyFroatier Refining & Marketing LLC. The new

name is listed on Line 33.

6. Part VII - Line 34: This retirement benefit became active beginning May 2009. It is also reported in Part 11, Agreements,

7. Part VII - Line 38: This was formerly listed as LPL: IT Model: Downside Risk Aware Diversifed Plus-MF. It is a managed asset account, The assets in that are

account are listed on Lines 39-55.

&. Part VII - Lines 39-55: These assets are now being reported because of the Committee clarification on managed asset accounts.

9. Part VII - Line 60: This asset become reportable im 2011.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9154. Public record. Not legal advice.
