# Roger L. Gregory

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9490

## Record

- **Judge:** Roger L. Gregory
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 12

## Text

Suntrust Bank Interest Checking — Interest
Prudential Insurance Variable Annuity — Purt VIII explanation
Prudential Jennison — None
Prudential Flexible Managed — Int/Div
Prudential High Yield Bond — Int/Div
Manulife Financial - Common Stock — Int/Div
New York Life IRA - Fixed Annuity — Interest
RiverSource Life Insurance Company IRA Fixed — Interest
Consolidated Bank & Trust/Premier Bank — Interest
John Hancock Life Ins. « term & whole life policy — Int/Div
New York Life Ins. Co. - term & whole life policy — Interest
Intel Corp. - Common Stock — Int/Div
Call Federal Credit Umion — None
Metropohtan Life Control Accout — Interest — Closed
SunTrust Money Market Account — Interest
John Hancock Safe Access Account — Interest — Closed
Altria Group, Inc — Int/Div
Philip Morris Int’), Inc — Int/Div
Fidelity Mgmt. Trust Co. - IRA — Part VIII Explanation
Fidelity Gov't Money Mkt — Int/Div
Strategic Advisers Core Fund — Int/Div — Buy (add'l) — Market
Strategic Advisers Core Fund — Sold (part) — Market
Strategic Advisers Core Fund — Sold (part) — Market
Strategic Advisers Core Fund — Sold (part) — Market
Strategic Advisers Core Fund — Sold (part) — Market
Strategic Advisers Core Fund — Buy (add'l) — Market
Strategic Advisers Growth Fund — Int/Div — Sold (part) — Market
Strategic Advisers Growth Fund — Sold (part) — Market
Strategic Advisers Growth Fund — Sold (part) — Market
Strategic Advisers Growth Fund — Buy (add'l) — Market
Strategic Advisers Value Fund — Int/Div — Sold (part) — Market
Strategic Advisers Value Fund — Sold (part) — Market
Strategic Advisers Value Fund — Sold (part) — Market
Strategic Advisers Value Fund — Sold (part) — Market
Strategic Advisers Emerging Markets — Int/Div — Buy (add'l) — Market
Strategic Advisers Emerging Markets — Sold (part) — Market
Strategic Advisers Emerging Markets — Sold (part) — Market
Strategic Advisers Emerging Markets — Sold (part) — Market
Strategic Advisers Emerging Markets — Buy (add'l) — Market
Strategic Advisers Small-Mid Cap Fund — Int/Div — Buy (add'l) — Market
Strategic Advisers Small-Mid Cap Fund — Sold (part) — Market
Strategic Advisers Small-Mid Cap Fund — Sold (part) — Market
Strategic Advisers International Fund — Int/Div — Buy (add'l) — Market
Strategic Advisers International Fund — Buy (add'l) — Market
Strategic Advisers International Fund — Sold (part) — Market
Strategic Advisers International Fund — Buy (add'l) — Market
Strategic Advisers International Fund — Sold (part) — Market
Strategic Advisers International Fund — Buy (add'l) — Market
Strategic Advisers International Fund — Sold (part) — Market
Strategic Advisers International Fund — Sold (part) — Market
Strategic Advisers International Fund — Sold (part) — Market
FIMM MMKT PORT INST — Int/Div — Buy (add'l) — Market
FIMM MMKT PORT INST — Sold — Market
Arden Alternative Strategies Class — None — Sold (part) — Market
Arden Alternative Strategies Class — Sold — Market
Blackstone Alternative Mult Manager — Int/Div — Sold (part) — Market
Blackstone Alternative Mult Manager — Sold (part) — Market
Blackstone Alternative Mult Manager — Sold — Market
Fidelity Total Bond — Part VII Explanation
Fidelity Short Term Bond — Int/Div — Sold — Market
Strategic Advisers Short Duration Fund — Int/Div — Sold (part) — Market
Strategic Advisers Short Duration Fund — Buy (add'l) — Market
Strategic Advisers Short Duration Fund — Buy (add'l) — Market
Strategic Advisers Short Duration Fund — Buy (add'l) — Market
Strategic Advisers Short Duration Fund — Buy (add'l) — Market
Strategic Advisers Short Duration Fund — Buy (add'l) — Market
Strategic Advisers Income Opportunities — Int/Div — Sold (part) — Market
Strategic Advisers Income Opportunities — Sold (part) — Market
Strategic Advisers Core Income Fund — Int/Div — Sold (part) — Market
Strategic Advisers Core Income Fund — Sold (part) — Market
Strategic Advisers Core Income Fund — Buy (add'l) — Market
Strategic Advisers Core Income Fund — Buy (add'l) — Market
Strategic Advisers Core Income Fund — Buy (add'l) — Market
Templeton Global Bond Class A — Int/Div — Sold (part) — Market
Templeton Global Bond Class A — Sold (part) — Market
Fidelity SA1 U.S, Large Cap Index — Int/Div — Buy — Market
Fidelity SA1 U.S, Large Cap Index — Sold (part) — Market
Fidelity SAI International Index — Int/Div — Buy — Market
Fidelity SAI Emerg Markets Index — Int/Div — Buy — Market
Fidelity SAI Emerg Markets Index — Buy (add'l) — Market
Fidelity SAI Emerg Markets Index — Buy (add'l) — Market
AQR Managed Futures Fund CL N — Int/Div — Buy — Market
AQR Managed Futures Fund CL N — Buy (add'l) — Market
FIMM Government Portfolio: Inst] CL — Int/Div — Buy — Market
FIMM Government Portfolio: Inst] CL — Buy (add'l) — Market
FIMM Government Portfolio: Inst] CL — Buy (add'l) — Market
FIMM Government Portfolio: Inst] CL — Buy (add'l) — Market
FIMM Government Portfolio: Inst] CL — Sold (part) — Market
FIMM Government Portfolio: Inst] CL — Sold (part) — Market
FIMM Government Portfolio: Inst] CL — Buy (add'l) — Market
FIMM Government Portfolio: Inst] CL — Sold (part) — Market
FIMM Government Portfolio: Inst] CL — Buy (add'l) — Market
FIMM Government Portfolio: Inst] CL — Sold (part) — Market
Eaton Vance GL Macro Absolute Rtm ADV 1 — Int/Div — Buy — Market
PIMCO Commodity Real Return Inst — Int/Div — Buy — Market
PIMCO Commodity Real Return Inst — Buy (add'l) — Market
PIMCO Commodity Real Return Inst — Buy (add'l) — Market
PIMCO Commodity Real Return Inst — Buy (add'l) — Market
PIMCO Commodity Real Return Inst — Sold (part) — Market
Fidelity Deferred Annuity Account — Int/Div
Fidelity Rollover IRA “Cash Account” See Part VIII explanation — Interest — Open — Rollover Funds
Trustee, University of Richmond
Trustee, John Marshall Foundation
Liability — Wells Fargo Financial National Bank — Credit card
Liability — Direct Loan - US, Dep't of Education — Student Loan
Liability — SLM Corp. - Sullie Mae - US. Dep't Education — Student Loan
Reimbursement — Intl Undergraduate Summit Luncheon — 1/22/2016 to 112412016 — Atlanta, GA — Keynote Speaker — Travel & Lodging
Reimbursement — Corporate Counsel Conference — 22202016
Reimbursement — Old Dominion Bar Assoc — 642016 to 6/4/2016 — Virginia Beach, VA — Keynote Speaker — Lodging
Reimbursement — Just the Begining Foundation — 9/15/2016 to 9/18/2016 — New York, NY — National Conference — Lodgmg & Meals
Reimbursement — Eighth Annual Maryland Fellows Reception — 10712016 to 172016 — Baltimore, MD — Keynote Speaker — Lodging & Mileage
Reimbursement — American Umversity Washington College of Law — 1002012016 to 100222016 — Washington, DC — Junist-in-Residence — Lodging, Meals, & Mileage
Reimbursement — Chi Gamma Gamma } Achievement Week Banquet — 11/11/2016 to 11/13:2016 — Atlanta, GA — Keynote Speaker — Lodging & Travel
Income — 2016 — Survivor Income Pension - Altna Group, Inc — S79.061.30
Spouse's income — Rockwell Automation - Pension Benefits
Spouse's income — 2016 — Kelly Services, Ing. - Wages
VIL INVESTMENTS AND TRUSTS

Line 2: Prudential Insurance Variable Annuity. No information is reported on Line 2 because | report all income and values for the sub-Funds of the

Prudential Insurance Variable Annuity on Lines 3 through 5.

Line 19: Fidelity Management Trust Co. - IRA. No information is reported on Line 19 because | report all transactions, income, and values related to stocks,

mutual funds, bonds, and the deferred annuity account managed by Fidelity Management Trust Company on Lines 20 through 100.

Line 59: Fidelity Total Bond. No information is reported on Line 59 because 1 report all transactions, income, and values related to the Bond accounts under

Fidelity Total Bond on Lines 60 through 75.

Line 101: Fidelity Rollover IRA. These funds are held in a cash account called "FDIC Insured Deposit at US Bank IRA Not Covered By SIPC™, The cash

account earns interest only as reported in Section VII, Columns B (1) and (2). There were no transactions,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9490. Public record. Not legal advice.
