Kathleen McDonald O'Malley

What was filed

319
investments
6
positions
0
gifts
0
agreements
0
debts
9
reimbursements
0
income
0
spouse income

Named parties

Dean's Advisory Committee, Case Western Reserve Law School
John M. Manos Inn of Court
Edward Coke Appellate Inn of Court
Judicial Advisory Council, Sedona Conference
Counselor, Giles S. Rich American Inn of Court
Society of Benchers, Case Western Reserve Law School
Association of Corporate Patent Counsel
Piusburgh IPLA
New York IPLA
Lmversity of Pennsylvania Law School
New Jersey IPLA
Federal Circuit Bar Association
Mathematics Sciences Institute
Austin IPLA
Cincinnati IPLA

As filed

Citibank — Interest

Castle Harlan Affiliates IV-A. LLP — istmbution — Sold (part)

Castle Harlan Partners V, LLP — Distribution — Sold (part)

CHP V Affiliates AIV, LP — None — Sold (part)

Mid-Atlantic Fund of Funds II. LP — Interest — Sold (part)

AE! Alien Series B Inv 11, LLC — None

Taskrabbit, Inc — None — Buy

Sun Basket. Inc — None — Buy

Covington & Burling Partnership LLP — Int/Div

Charles Schwab 401k — Int/Div

Dodge & Cox Stock — None — Buy (add'l)

Dodge & Cox Stock — Buy (add'l)

American Beacon Small Cap Val Inst — None — Buy (add'l)

American Beacon Small Cap Val Inst — Buy (add'l)

Lazard Emerging Market Equity Inst — None — Buy (add'l)

Lazard Emerging Market Equity Inst — Buy (add'l)

Pimco Total Retum Inst — None — Sold

Schwab Stable Value Inst 11 — None — Buy (add'l)

Schwab Stable Value Inst 11 — Buy (add'l)

Schwab Stable Value Inst 11 — Sold (part)

JP Morgan Large Cap Growth RS — None — Buy (add'l)

JP Morgan Large Cap Growth RS — Buy (add'l)

JP Morgan Large Cap Growth RS — Sold

Morgan Stanley Inst Mid Cap Growth — None — Buy (add'l)

Morgan Stanley Inst Mid Cap Growth — Buy (add'l)

Morgan Stanley Inst Mid Cap Growth — Sold

Oakmark International — None — Buy (add'l)

Oakmark International — Buy (add'l)

JP Morgan Large Cap R6 (X) — None — Buy

JP Morgan Large Cap R6 (X) — Buy (add'l)

Janus Enterprises N (X) — None — Buy

Janus Enterprises N (X) — Buy (add'l)

Metropolitan West Total Return Bond (X) — None — Buy

Metropolitan West Total Return Bond (X) — Buy (add'l)

Schwab Brokerage Account #1

Steelpath MLP Select 40 — None — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Sold

DFA Emerging Mkt Value — Int/Div — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

DFA Emerging Mkt Value — Sold

Dodge & Cox Int'l Stock Fund — Int/Div — Buy (add'l)

Dodge & Cox Int'l Stock Fund — Buy (add'l)

Pimco Emerg Local Bond — Int/Div — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Sold

Wells Fargo Adv Int'l — Int/Div — Buy (add'l)

Wells Fargo Adv Int'l — Buy (add'l)

Pimco Comm Real Return — Int/Div — Buy (add'l)

Pimco Comm Real Return — Buy (add'l)

Pimco Comm Real Return — Sold

American Fund Europacific — Int/Div — Buy (add'l)

American Fund Europacific — Buy (add'l)

Pimco Foreign Bond Fund — Int/Div — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Vang St Exempt Fund — Interest — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang Inflation Protected — Int/Div — Buy (add'l)

Vang Inflation Protected — Buy (add'l)

Cohen & Steers Realty — Int/Div — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Ishares Trust S&P S00 — Int/Div

Vang Small Cap — Int/Div

Baird Inter Mum — Interest — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Int/Div — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Credit Suisse Comm Return Strategy Fund XxX) — None — Buy

Goldman Sachs Emerging Markets Debt Fund (X) — Int/Div — Buy

Goldman Sachs Emerging Markets Debt Fund (X) — Buy (add'l)

shares MSCI Emerging Market Index (X) — None — Buy

Mangate MLP Fund (X) — None — Buy

Cash Brokerage Account #1 — Interest

Schwab Brokerage Account #2

Steelpath MLP Select 40 — None — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Sold (part)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Sold

DFA Emerging Mkt Value — Int/Div — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

DFA Emerging Mkt Value — Sold

Dodge & Cox Int'l Stock Fund — Int/Div — Buy (add'l)

Pimco Emerg Local Bond — Int/Div — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Sold

Wells Fargo Adv Intl — Int/Div — Buy (add'l)

Wells Fargo Adv Intl — Sold (part)

Pimco Comm Real Retum — Int/Div — Buy (add'l)

Pimco Comm Real Retum — Buy (add'l)

Pimco Comm Real Retum — Sold

American Fund Europacific — Int/Div — Buy (add'l)

Pimeo Foreign Bond Fund — Int/Div — Buy (add'l)

Pimeo Foreign Bond Fund — Buy (add'l)

Pimeo Foreign Bond Fund — Sold (part)

Pimeo Foreign Bond Fund — Buy (add'l)

Vang St Exempt Fund — Interest — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Sold (part)

Vang St Exempt Fund — Buy (add'l)

Vang Inflation Protected — Int/Div — Buy (add'l)

Vang Inflation Protected — Sold (part)

Vang Inflation Protected — Buy (add'l)

Cohen & Steers Realty — Int/Div — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Ishares Trust S&P S00 — Int/Div — Buy (add'l)

Ishares Trust S&P S00 — Buy (add'l)

Vang Small Cap — Int/Div — Buy (add'l)

Vang Small Cap — Buy (add'l)

Baird Inter Mum — Int/Div — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Sold (part)

Baird Inter Mum — Buy (add'l)

Hotchkis & Wiley Hi Yield — Int/Div — Buy (add'l)

Hotchkis & Wiley Hi Yield — Buy (add'l)

Hotchkis & Wiley Hi Yield — Sold (part)

Hotchkis & Wiley Hi Yield — Buy (add'l)

Credit Suisse Comm Return Strategy (X) — None — Buy

Goldman Sachs Emerging Markets Debt (X) — Int/Div — Buy

Ishares MSCI Emerging Markets Index (X) — None — Buy

Mangate MLP Fund — None — Buy

Cash Brokerage Account #2 — Interest

Schwab IRA #1 — Int/Div

Steelpath MLP Select 40 — None — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Pimco Emerging Local Bond Fund — None — Buy (add'l)

Pimco Emerging Local Bond Fund — Buy (add'l)

Pimco Emerging Local Bond Fund — a

Pimco Emerging Local Bond Fund — Buy (add'l)

Wells Fargo Advig Int'l Fund — None — Buy (add'l)

Baird Aggregate Bond Inst Fund — None — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

bail — Buy (add'l)

DFA Emerging Mkt Value Portfolio — None — Buy (add'l)

DFA Emerging Mkt Value Portfolio — Buy (add'l)

Pimco Comm Real Estate Return — None — Buy (add'l)

Pimco Comm Real Estate Return — Buy (add'l)

Dodge & Cox Int'l Stock Fund — None — Buy (add'l)

Dodge & Cox Int'l Stock Fund — Buy (add'l)

Amencan Fund Europacific Growth — None — Buy (add'l)

Pimco Foreign Bond Fund — None — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

R11] — Buy (add'l)

Cohen & Steers Realty Shares — None — Buy (add'l)

Cohen & Steers Realty Shares — Buy (add'l)

Vangaurd Inflation Protected Securities — None — Buy (add'l)

Vangaurd Inflation Protected Securities — Buy (add'l)

Ishares Trust S&P S00 Index — None

Vanguard Small Cap Fund — None

Hotchkis & Wiley Hi Yield (X) — None — Buy (add'l)

kil} — Buy (add'l)

Schwab Cash Reserves — None

Member, Dean's Advisory Committee, Case Western Reserve Law School

Master Bencher, John M. Manos Inn of Court

Master Bencher, Edward Coke Appellate Inn of Court

Member, Judicial Advisory Council, Sedona Conference

Member, Counselor, Giles S. Rich American Inn of Court

Member, Society of Benchers, Case Western Reserve Law School

Reimbursement — Association of Corporate Patent Counsel — 01/2522015 01/282015 — San Antomo, TX — Winter Mecting — Aartare, lodging, and meals

Reimbursement — Piusburgh IPLA — 03/18/2015 03/192015 — Pittsburgh, PA — Spring Meeting — Airfare, lodging, and meals

Reimbursement — New York IPLA — 03/27/2015 03/29/2015 — New York, NY — Judges Dinner — Train fare, lodging, and meals

Reimbursement — Lmversity of Pennsylvania Law School — 4/22,2015 — Philadelphia, PA — Law School Panel — Tram fare and meals

Reimbursement — New Jersey IPLA — 06/05/2015 06062015 — Short Hills, NJ — Annual Donner — Tram fare, lodging, and meals

Reimbursement — Federal Circuit Bar Association — 0672472015 06/27/2015 — Los Angeles, CA — Bench & Bar Conference — Aartare, lodging, and meals

Reimbursement — Mathematics Sciences Institute — 09/02/2015 — NE TROT re Riera ive TR

Reimbursement — Austin IPLA — 11/10/2015 - 11/11:2015 — Austin, TX — Annual Meeting — Asrfare, lodging, and meals

Reimbursement — Cincinnati IPLA — 11/162015 11/17.2015 — Cmcmnan, OH — Annual Meeting — Aurtare, lodging, and meals