# William H. Steele

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9233

## Record

- **Judge:** William H. Steele
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

Precision Drilling
Regions Bank Account — Interest
Nationwide Retirement Solutions (457h) (level of risk only) — Distribution
Wells Fargo Advisors - (IRA) — Int/Div
Centennial Money Market
SunAmerica Focused Alpha Large Cap
Putnam Intemational Growth Class A
Wells Fargo Advisors (IRA) — Int/Div
Alliance Bernstein Large-Cap Growth Class A
Alliance Bernstein Global Thematic Growth Fund
John Hancock Regional Bank
Alliance Real Estate Investment Class A
Jennison Blend Fund Class A
Wells Fargo Advisors
Alliance Large Capital Growth — Int/Div
Centenmal Money Market — Interest
Franklin Mutual Shares (TESIX) — Int/Div
Putnam Invt Fds Mult-Cap Value Fund — Int/Div
Fidelity Adv Emerging Markets Income Fund — Int/Div
Campbell Strategic Allocation Fund — Int/Div
Fundamental Investors Inc. (American Funds) — Int/Div
Growth Fund of America (American Funds) — Int/Div
New Economy Fund (American Funds) — Int/Div
Washington Mutual (American Funds) — Int/Div
Nationwide Annuity — None
Wells Fargo Advisors - IRA (FBO) — Int/Div — Sold (part)
Putnam Intl. Growth Fund
Putnam Invt Fds Mult-Cap Value Fund
Putnam Voyager Fund — Sold (part)
Euro Pacific Growth ( Amencan Funds)
Growth Fund of America (American Funds)
First Trust Financial Alphadex Fund — Int/Div
Steele Enterprises LLC — None
Rental property,Orange Beach AL - Purchase price was $295,000 4/4/14 — Reat
American Express High Yield Savings — Interest
Income — 12:3115 — Musician Fees — S1.650.00
Spouse's income — 12:3115 — Self-employed (accounting consultant)
Spouse's income — 12:3115 — Retirement income from Retirement Systems of Alabama
Spouse's income — 15 — Deterred Compensation distribution from Public Nationwide Retirement Solutions (also shown mn Part VII)
VI1.2 - The Nationwide Retirement Solution (457b) - | am only able to select the Level of Risk in this retirement plan, and have no control over the selection of

individual investments. Invesco VK Gr Inc A and WEA Disc Admn is the investment manager. Previously, | listed the investments that were chosen by the

Investment Manager for my plan, but | now understand that listing these investments is not required, since | have no control over their selection. Therefore, the

individual investments in this retirement plan wre not listed in this report.

V11.29 - Sales were made in order to distribute funds as mandatory IRA Distribution, noted in VI1.26.

VIL33 - No income is expected to be derived from the LLC. All income will be realized by the manager,

ViLvarious - '*' denotes header information.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9233. Public record. Not legal advice.