# Claire Eagan > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9392 ## Record - **Judge:** Claire Eagan - **Year:** 2018 - **Report type:** Annual - **Pages:** 8 ## Text Property £1 - Tulsa, OK — None Trust #1 (See Note £1 in Part VIII) — None Trust #2 (See Note 22 in Part VII) — None Schwab #1 < IRA Schwab Money Market Fund — Int/Div Russell Emerging Markets Fund (Zero Ending Balance) — Int/Div — Sold Russell Global Equity Fund (Zero Ending Balance) — Int/Div — Sold Jensen Quality Growth — Int/Div Loomis Sayles Global Markets — Int/Div Nuance Concentrated Value — Int/Div Artisan Int'l Small Cap — Int/Div Dodge & Cox Int'l — Int/Div Metropolitian West Total Ret Bond — Int/Div Schwab US Large Cap — Int/Div Artisan Intl Fund Adv — Int/Div iShares Russell Midcap — Int/Div Stoneridge Reinsurance Risk — Int/Div Undiscovered Mgrs Behavorial Value — Int/Div Versus Cap Multi Mgr RE Income — Int/Div Oakmark Fund Inv (Zero Ending Balance) (See Note #4 Part VID — Int/Div — Sold Lazard Global Listed — Int/Div Dodge & Cox Global Stk — Int/Div — Buy Doubleline Shiller — Int/Div — Buy American FD New World — Int/Div — Buy MMF Inv Shares Sch Treas Obligation — Int/Div — Buy Oakmark Fund Inst (See Note #5 Part VID — Int/Div — from Ime 20) Schwab #3 - IRA Schwab Money Market Fund — None Russell Emerging Markets (Zero Ending Balance) — Int/Div — Sold Lazard Global Listed — Int/Div American FD New World — Int/Div — Buy Schwab #4 - CVE Trust Account {See Note #2 in Part VID Schwab Money Market Fund — Interest Maingate MLP FD CI — Int/Div — Sold (part) Maingate MLP FD CI — Sold (part) Maingate MLP FD CI — Sold (part) Trustee, Trust #1 See #2 in Part VII and Note #1 mn Part VIII Trustee, Trust #2 See 43 in Part VII and Note 42 in Part VII Director, Oklahoma Medical Research Foundation (non-profit medical research organization) Trustee, Sumt Francs of Assisi Tuition Assistance Trust (non-profit educational assistance organization) Trustee, Samt Clare of Assisi Disadvantaged Schools Endowment Fund (non-profit educational assistance organization) Member, University of Tulsa College of Law Dean's Advisory Board (private educational institution) NOTE - New funds added to an investment account are listed under that investment account header/line item. #1 == Trust # | - (Part VII, Line 2) - The Trust is the named beneficiary of a life insurance policy issued by Northwestern Mutual Life on the life of an individual who 1s still living. There are no other Trust assets. #2 ee Trust # 2 - (Part VII, Line 3) - The Trust was created in 2000 to receive, hold, and distribute certain assets, Since January 19, 2016, it has held the assets of Schwab Account #4 (Part VII, lines 32-36). On May 24, 2018, an existing personal checking account was transferred to the Trust. This account historically has not and currently does not meet the reporting requirements. #3 = Trust # 3 - (Part I, Line 7) - This was an unfunded trust, which was revoked in February 2018, #4 — Schwab # 1 - IRA - (Part VIL, Line 20) - No gain or loss; simply a share class exchange (mvestor to institutional). See Note # 5, infra. # § == Schwab #1 - IRA - (Part VII, Line 26) - This "spinoff" (exchange) is the new institutional share class, See Note #4, supra. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9392. Public record. Not legal advice.