# Jennifer Anna Dorsey > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/10482 ## Record - **Judge:** Jennifer Anna Dorsey - **Year:** 2014 - **Report type:** Annual - **Pages:** 25 ## Text Kemp Jones & Coulthard, LLP Profit Sharing Plan — Distribution — Distnbuted Snell & Wilmer Profit Sharing Plan — Distribution — Distnbuted Honzon Ridge Professional Park, L.P — Interest US Series EE Savings Bonds — Interest Amencan Funds Bond Fund of America 529 — Interest American Funds Growth Fund of America £29 — Interest American Funds Capital World Bond Fund £29 — Interest American Funds EuroPacific Growth Fund £29 — Interest American Funds New World Fund $29 — Interest American Funds US Gov't Sec Fund 529 — Interest Amencan Funds Fund of America 529 — Interest Trust #1 Wells Fargo Cash Accounts — Interest Morgan Stanley Cash Accounts — Interest NAA 2006-AP1 bond — Interest Chaseflex Trust 2005-1-AS bond — Interest Miami Dade County Special Obligation Municipal Bond — Int/Div Western Asset Short Duration Mumicipal Bond Fund — Interest Western Asset Municpal Bond High Income Fund (Y) Enterprise Partners stock — Interest iShares Barclays 3-7 Year Treasury Fund iY) ProShares Ultra 7-10 Year Treasury ETF {yY) ProShares Ultra S&P SOO ETF — Int/Div S&P S00 Index Fund — Int/Div 3M Company stock (Y) AmenGas Partners stock — Int/Div Amphenol Corp. stock — Int/Div Apple. Inc. stock — Int/Div Berkshire Hathaway Class B stock — Int/Div Casey's General Stores stock — Int/Div Cognizant Technology Solutions stock — Int/Div ConocoPhillips stock — Int/Div CVS Caremark Corp stock — Int/Div Devon Energy stock (Y) Diamond Offshore Drilling stock (Y) Dorman Products stock — Int/Div Dollar Tree stock — Int/Div Ecolab, Inc. stock — Int/Div El Paso Pipeline Partners stock (Y) Enbridge Energy Partners stock — Int/Div Energy Transfer Equity LP stock — Int/Div Energy Transfer Partners LP stock — Int/Div Enterprise Production Partners LP stock xX) — Int/Div EV Energy Partners stock — Int/Div Express Scripts Holding Co. stock — Int/Div First Trust Tech AlphaDEX ETF — Int/Div General Mills Inc. stock — Int/Div Genesis Energy, LP stock — Int/Div Google, Inc. stock — Int/Div Guggenheim Enhanced Short Duration EFTF(Y) Guggenheim S&P 500 Equal Weight ETF — Int/Div Halliburton stock — Int/Div Intuit Corp stock — Int/Div iShares Barclays 1-3 Year Treasury Fund stock (Y) iShares High Dividend Equity Fund — Int/Div iShares 1Boxx High Yield Corporate Fund — Int/Div iShares S&P Midcap 400 Index Fund (Y) iShares Core S&P Total US Stock Fund — Int/Div Johnson & Johnson stock — Int/Div Kellogg Co. stock — Int/Div Kimberly Clark Corp stock (Y) Kinder Morgan Energy Partners, LP stock yr Lincoln Electric Holdings, Inc. stock (Y) Linn Energy LLC stock (Y) LKQ Comp. stock — Int/Div Magellan Midstream Partners, LP stock — Int/Div Markwest Energy Partners — Int/Div MS StepUp Autocall on Apple, Inc. stock y) Mastercard, Inc. stock — Int/Div Middleby Corp. stock — Int/Div Monro Muffler & Brake stock — Int/Div Nike. Inc. stock — Int/Div Novo Nordisk A/S stock — Int/Div Oneok Partners. LP stock — Int/Div Oracle Corp. stock — Int/Div Pepsico, Inc. stock — Int/Div Perigo Co. stock — Int/Div Phillips 66 stock — Int/Div Plains All American Pipeline, LP stock — Int/Div Priceline.com stock — Int/Div ProShares Ultra Midcap 400 ETF Stock Fund (Y) Regency Energy Partners, LP stock — Int/Div TIX Companies stock — Int/Div Tupperware Brands Corp. stock (Y) United Technologies Corp. stock (Y) Wells Fargo & Co. stock — Int/Div Williams Partners. Lid. stock — Int/Div Dela Airlines 2010 bond — Interest AT&T stock — Int/Div Access Midstream Partners LP stock — Int/Div Actavis PLC stock — Int/Div Ace Lud stock (Y) Aegerion Pharmaceutical Inc. stock (Y) Affiliated MGRS Group Inc. stock — Int/Div Alliance Data Systems Corp. stock (Y) Allstate Corp stock (X) — Int/Div Altria Group Inc. stock — Int/Div American International Group Inc New stock — Int/Div — Buy American Realty Capital Properties Inc stock (X) — Int/Div Amgen Inc stock — Int/Div — Buy Anheuser Busch Inbev stock — Int/Div Anixter Intl Inc. stock (Y) Apache Comp. stock (Y) Apartment Invt & Mgmt Co A stock — Int/Div Artisan Partners Asset Mgmt stock — Int/Div Avalonbay Commumcations Inc stock (X) — Int/Div BRE Properties Inc A stock (Y) Bank of America Corp stock — Int/Div Bed Bath & Bevond Inc stock (Y) Boemg Co stock — Int/Div Boston Properties stock — Int/Div Bristol Myers Squibb Co stock — Int/Div Broadcom Corp stock (X) — Int/Div Brookdale Senior Living Inc stock — Int/Div CBL & Associates Properties stock (X) CBS Corp New Class B shares stock — Int/Div Cigna Corporation Co stock (Y) CST Brands Inc Co stock (Y) CVS Health Corp Com stock (X) — Int/Div Camden Property Trust stock — Int/Div Capital One Financial Corp stock — Int/Div Celgene Corp stock — Int/Div CenturvLink Inc stock — Int/Div Chevron Corp stock (X) — Int/Div Cimarex Energy Co stock (Y) Citizens Financial Group stock (X) — Int/Div Coach Inc stock (Y) Colgate Palmolive Co stock (X) — Int/Div Coca Cola Co stock (X) — Int/Div Comcast Corp (NEW) class A stock — Int/Div Community Health Sys Inc NEW stock — Int/Div Con-Way Inc. stock (Y) Corrections Corp of Amer NEW stock (Y) Cubesmart Com stock — Int/Div Cummins Inc stock (X) — Int/Div DDR Corp Com stock — Int/Div Davita Inc stock — Int/Div Decker Outdoor Corporation stock (Y) Discover Financial Services stock (X) — Int/Div Walt Disney Hidg Co stock — Int/Div Drill-Quip Inc stock (Y) Du Pont El De Nemours & Co stock — Int/Div Duke Realty Corp stock — Int/Div Duke Energy Corp (NEW) stock (X) — Int/Div Du Pont Fabros Technology Inc stock — Int/Div EMC Corp Mass stock (X) — Int/Div EQT Corporation Comp (NEW) stock (Y) EPR PPTYS Comp stock — Int/Div EQT Midstream Pars LP stock — Int/Div East West Bancorp stock — Int/Div EBAY Inc stock (Y) Education Realty Trust Inc stock (X) — Int/Div Emerson Electric Co stock (X) — Int/Div Electronic Arts Inc stock (Y) Eanlink Midstream Partners LP stock (X) — Int/Div Envision Healthcare Hidgs Inc stock — Int/Div Equity One Inc stock — Int/Div Equity Residential stock — Int/Div Essex Property Trust Inc stock — Int/Div Extra Space Storage Inc stock — Int/Div Exxon Mobil stock — Int/Div Facebook Inc stock — Int/Div — Buy Fed! Rlty Invi Trust SBI stock — Int/Div First Indust Realty Tr Inc stock — Int/Div First Republic Bank stock — Int/Div Fleetcor Technologies stock (X) — Int/Div Foot Locker Inc stock (Y) Ford Motor Co NEW stock — Int/Div GEO Group Inc stock (X) — Int/Div Gap Inc stock (X) — Int/Div GNC Holdings Inc Comp Class A stock {y) General Dynamics Corp stock — Int/Div General Growth Properties stock (X) — Int/Div General Motors stock (X) — Int/Div Gilead Science stock — Int/Div Grainger (WW) Inc stock (X) — Int/Div Greenhill & Co Inc stock (X) — Int/Div HCP Inc. stock — Int/Div Hartford Fin Sers GRP Inc stock (Y) Health Care REIT Corp stock — Int/Div Hewlett Packard stock (X) — Int/Div Hilton Worldwide Holdings Inc stock — Int/Div Host Hotel & Resorts Inc stock — Int/Div Humana Inc stock (Y) IDEXX Labs stock (Y) Incyte Corp stock (Y) Intel Corp stock (X) — Int/Div International Paper Co stock (X) — Int/Div Intercontinental Exchange Group stock (X) — Int/Div Intl Busmess Machines (IBM) stock (Y) JP Morgan Chase & Co stock — Int/Div Jacobs Engineering Group Inc stock (Y) Johnson Controls Incorporated stock (X) — Int/Div Jones Lang LaSalle Inc stock (X) — Int/Div Kilroy Realty Corporation stock — Int/Div Kohls Corporation stock (X) — Int/Div Kraft Food Group Inc stock — Int/Div LKQ Corporation stock — Int/Div Lasalle Hotel Properties stock (Y) Las Vegas Sands Corporation stock (X) — Int/Div El Lilly & Co stock — Int/Div Lincoln Nt] Corp Ind stock (Y) Lockheed Martin Corp stock — Int/Div Lonllard Inc stock — Int/Div Macy's Inc stock — Int/Div Marathon Oil Co stock (X) — Int/Div Marathon Petroleum Corp stock — Int/Div Medical Properties Trust Inc stock (Y) McKesson Corp stock (X) — Int/Div Merck & Co Inc NEW comp stock — Int/Div Mondelez Intl Inc comp stock — Int/Div NCR Corporation stock (Y) National Oilwell Varco Inc stock (Y) Nextera Energy Inc stock — Int/Div Occadental Petroleum Corp DE stock — Int/Div PG&E Corporation stock (Y) PPG Industries Inc stock — Int/Div PVH Corporation stock — Int/Div Paramount Group Inc stock (X) — Int/Div Pebblebrook Hotel TR stock — Int/Div PA Real Estate Investment Trust SBI(Y) Petsmart Inc stock (Y) Philip Morris Intl Inc stock Pioneer Natural Resources Co stock (Y) Precision Castparts Corp stock — Int/Div Procter & Gamble stock — Int/Div Prologis Inc stock — Int/Div Prudential Financial Inc stock — Int/Div Public Storage stock — Int/Div Puma Biotechnology Inc stock (Y) Qualcomm Inc stock — Int/Div Quest Diagnostics Inc stock — Int/Div Quintiles Transnational Hldgs stock — Int/Div Ralph Lauren Corp Class A stock — Int/Div RamcoGershenson Pptys Inc NEW stock wy) Range Resources Corp stock (Y) Raytheon Co (NEW) stock (X) — Int/Div Reliance Steel & Alum Co stock (Y) Retail Pptys Amer Class A stock (Y) Reynolds American Inc stock — Int/Div Roval Dutch Shell PLC Class B — Int/Div SL Green Realty CP stock — Int/Div St Jude Medical Inc stock — Int/Div Sarpeta Therapeutics Inc stock (Y) Saul Crs Inc stock — Int/Div Sempra Energy stock — Int/Div Semor HSG PPTY TR SBI stock (Y) Signature Bank stock — Int/Div Simon Property Group stock — Int/Div Southern Co stock (Y) Southwestern Energy Company stock (Y) Starwood Hotels & Resorts WW Inc stock (xX) — Int/Div Store Capital Corporation stock (X) — Int/Div Starz Series A stock (Y) Strategic Hils & Resorts Inc stock — Int/Div Sun Communities Inc stock (X) — Int/Div Sunstone Hotel Investors. Inc stock — Int/Div Suntrust BKS stock — Int/Div Targa Res Partners LP UTS stock (X) — Int/Div Taubman Centers Inc stock (X) — Int/Div Tiffany & Co (NEW) stock (X) — Int/Div Transdigm Group Inc stock (X) — Int/Div Twitter Inc stock (X) — Int/Div USG Corporation (NEW) stock (X) — Int/Div Union Pacific Corp stock (X) — Int/Div Valeant Pharmaceutical International stock xX) — Int/Div Vantiv Inc stock (X) — Int/Div Ventas Inc stock (X) — Int/Div Verizon Communications stock (X) — Int/Div Visa Inc stock (X) — Int/Div Vomado Realty Trust stock (X) — Int/Div Washington Prime Group Inc stock (X) — Int/Div Waste Management Inc stock (X) — Int/Div Yum Brands stock (X) — Int/Div First Trust Large Cap Core ETF (X) — Int/Div S&P S00 Index Fund (X) — Int/Div IShares MSC Emerging Markets ETF (X) — Int/Div IShares MSC EAFE ETF (X) — Int/Div IShares Russell 2000 ETF — Int/Div Shares US Real Estate ETF — Int/Div IShares Interm Credit BD ETF (Y) IShares S&P US Pd Stock Index Fund ETF wy) IShares MSC LSA Min Vol ETF — Int/Div Mamstay Def Term Muni Opp stock fund — Int/Div Powershares stock fund — Int/Div Powershares DB US Index ETF (X) — Int/Div Powershares BD Multi-Sec Energy stock fund (Y) Guggenheim S&P 500 Pure Value stock fund — Int/Div — Buy Guggenheim S&P 500 Pure Value stock fund — Buy Guggenheim S&P 500 Pure Value stock fund — Buy SPDR Blackstone GSO Senior Loan stock fund (X) — Int/Div Invesco Developing Markets mutual fund — Int/Div Baron Growth Institutional mutual fund xX) — Int/Div Blackrock Global Div Port Institutional mutual fund (X) — Int/Div Deutsche Real Estate Secs S mutual fund xX) — Int/Div Oakmark mutual fund (X) — Int/Div Oakmark International stock fund — Int/Div Ivy Asset Strategy mutual fund (X) — Int/Div Clearbridge Aggressive Growth mutual fund (X) — Int/Div Clearbridge Tactical Div Inc mutual fund xX) — Int/Div Tortoise MLP & Pipeline Institutional mutual fund (X) — Int/Div Neuberger Berman Soc Resp Inst stock fund — Int/Div Neuberger Berman Intl Equity stock fund — Int/Div Neuberger Intrinsic Value Institutional mutual fund (X) — Int/Div Oppenheimer International Growth stock fund — Int/Div PIMCO Emerging Markets BD mutual fund (X) — Int/Div Prudential Jennison SM Comp mutual fund 1X) — Int/Div Templeton Global Bond Fund Advance mutual fund (X) — Int/Div Virtus Insight Emerging Markets mutual fund (X) — Int/Div California St. Variable Purpose Gen Obligation Bond (Y) Connecticut St Special Tax Obligation Transportation Bond — Interest DeKalb County GA Water & Sewer Bond wy) Harris County Cultural Education Bond wy) Kentucky State Property & Buildings Bond — Interest Los Angeles County Public Works Bond na Metropolitan Transportation Authority NY Bond (Y) Miami-Dade County Transit System Sales Surtax Bond (Y) New York City Transportation Finance Authority Bldg Aid Bond (Y) Ohio State Infrastructure Improvements Bond — Interest Oklahoma Dev Fin Auth St John Health System Bond (Y) Chaffey CA Unified High School Bond (xX) — Interest Madison WI General Obligation Bond (X) — Interest Maryland State General Obligation Bond 1X) — Interest Massachusetts State General Obligation Bond (X) — Interest Metropolitan Atlanta Rapid Transit Authority Sale Tax Bond (X) — Interest Seattle WA Water System Revenue Bond xX) — Interest Agreement — 1121111997 — Kemp Jones & Coulthard, LLP Profit Sharing Plan with former law firm - no control Spouse's income — 2014 — American Wagering, Inc. - Salary Part 11, line 1: Date listed was approximate date | became eligible to participate mn the plan. The plan itself may have had different names due to firm name changes over the past 15 years. During 2014, all of my interests in the plan were distributed via tax-exempt rollovers into IRA accounts held at our brokerage. As of 12/31/14, | have no interest in the Kemp Jones & Coulthard Profit Sharing Plan, so | provide the information out of an abundance of caution for purposes of this 2014 financial disclosure. Part VII, line 1: This item is related to the above notation. The first, larger rollover occurred on transaction on 6/30/14 (Value Code N) and the second occurred on 12/30¢14 (Value Code L). These transactions did not result in any reportable income or taxes. Part VII, line 2: Similar to the rollover of my peofit sharing interests from a former employer's plan during 2014, my spouse took another position in 2014 and transferred all of his interests in the identified former employer's plan via tax-exempt rollover into IRA accounts held at our brokerage on 5/5/14 (Value Code L). As of 12/31/14, he holds no interests in the former employer's plan, so | provide the mformation out of an abundance of caution for purposes of this 2014 financial disclosure. RESPONSE TO LETTER OF INQUIRY AND AMENDED REPORT INFORMATION Part VII, line 65: The LKQ Corp stock holding was inadvertently listed with a (X) and income values uncompleted. Said holding appears at line 263 of the 2013 report. The holding has been updated with the applicable values in the amended report and response to letter of inquiry. Part VII, lines 223: The letter of inquiry requests information on the Dollar Tree holding. The holding listed in the 2013 report at line 223 is actually listed at line 37 of the 2014 report. The holding is the same but was madvertently listed with an "Inc." in documents from our family’s investment advisors at Morgan Stanley Smith Barney. Part VII, line 98: Responsive information for American Intemational Group Inc. NEW stock holding included. Part VIL, line 100: Responsive information for Amgen Inc stock holding mcluded. Part VII, line 162: Responsive information for Facebook Inc stock holding included. Part VII, lines 289-291: Responsive information for Guggenheim S&P 500 Pure Value stock fund holding included. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10482. Public record. Not legal advice.