# Stefan R. Underhill > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9637 ## Record - **Judge:** Stefan R. Underhill - **Year:** 2017 - **Report type:** Annual - **Pages:** 8 ## Text Fidelity Contrafund (IRA) — Int/Div Fidelity Balanced (IRA) — Int/Div Northwestern Mutual whole life and 65 life policies — Int/Div Connecticut Teachers’ Retirement Board (vested pension) — None People’s United Bank Accounts — None AXA Equitable whole life policy — None HSA Bank (health spending account) (X) — None Vanguard Prime Money Market Fund — Int/Div — Sold (part) Vanguard Prime Money Market Fund — Sold (part) Vanguard Prime Money Market Fund — Buy (add'l) Vanguard Star Fund (inherited IRA) (X) — Int/Div Vanguard Wellington Fund Admiral (inherited IRA) (X) — Int/Div Vanguard Windsor Fund Admiral (X) — Int/Div Comerica Bank Account (X) — Interest TIAA Savings Acount (X) — None Nursing home return of capital (X) — None BB&T common stock (X) — None — Sold Vacation home (X) — None AT&T stock (X) — Sold Abbott Labs stock (X) — Sold Acuity Brands stock (X) — Sold Wells Fargo American Balanced Fund (X) — Sold Bristol Myers Squibb stock (X) — Sold Wells Fargo Capital Income Builder Fund XxX) — Sold Costco Wholesale Corp. stock (X) — Sold Devon Energy Corp. stock (X) — Sold DowDupont Inc. stock (X) — Sold Fromtier Communications stock (X) — Sold Home Depot stock (X) — Sold Ninois Tool Works stock (X) — Sold Wells Fargo Income Fund American (X) — Sold Intel Corp. stock (X) — Sold IBM Comp. stock (X) — Sold Johnson & Johnson stock (X) — Sold Kellogg Co. stock (X) — Sold McDonald's Corp. stock (X) — Sold Merck & Co. stock (X) — Sold Mondelez Int'l Inc. stock (X) — Sold NOW Inc. stock (X) — Sold Principal Financial Group stock (X) — Sold JM Smucker Co. stock (X) — Sold Stryker Corp. stock (X) — Sold IM Co. stock (X) — Sold Toronto Dommion Bank stock (X) — Sold Trinity Indus. Inc. stock (X) — Sold US Bancorp stock (X) — Sold S10. Trustee, Family Insurance Trust Trustee, Family Testamentary Trust Visiting Lecturer, Yale University Law School Visiting Lecturer, University of Virginia School of Law Liability — Northwestern Mutual Life Insurance Co. — Loans agamst cash value of life msurance Income — 2017 — Yale University School of Law - teaching — S15.000.00 Income — 2017 — Umiversity of Virgima School of Law - teaching — S1O.000.00 Spouse's income — 2017 — Bridgeport Public Schools - Salary 1. In Part 111-B, my spouse did not earn a reportable amount from tutoring in 2017. 2, All educational loans listed in Part V1 of my 2016 report were paid off during 2017, 3. Assets listed in Part VII include assets held by the trusts identified in Part 1, 4. The cash values of the life insurance policies listed on line 3 of Part VII do not reflect the impact of the loans listed on line | of Part VI. 5. The life insurance policies listed on lines 3, 4, and 5 of Part VII of my 2016 report were held by the family insurance trust listed in Part 1. The insured passed away in 2017. Those policies paid proceeds to the family insurance trust, and that trust terminated in 2017. 6. The appraisal of the vacation home listed on line 18 of Part VII was conducted in January 2014. 7. The assets listed in lines 19 through 46 of Part VII were held in a trust brokerage account for several months after | became a trustee until the account was liquidated, I have been unable to determine the income earned during that period on an assett-by-asset basis. The total amount of income camed during the relevant period by the listed assests, which consisted almost entirely of dividends, was in income range code F. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9637. Public record. Not legal advice.