# Amy Berman Jackson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11336

## Record

- **Judge:** Amy Berman Jackson
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 12

## Text

19. — istmbution
FABLX (X) — Int/Div
SGOVX (X) — Int/Div
OEGAX (X) — Int/Div
BRECX — Int/Div
ECHSX — istmbution
73, — Int/Div
FAVCX — Int/Div
FBTCX — Int/Div
LGVAX — Int/Div
OEGCX — Distribution
HWLAX — Int/Div
RFCI7A — None
MCFGX — istnbution
31 — Int/Div
MDFGX — istmbution
MCLOX — Int/Div
FECGIX — Int/Div
FNICX — Int/Div
Rh — istmbution
FERCX — Int/Div
8 — Distribution
GIFTS IN 2014
ODVYX — Int/Div
MICSX — Int/Div
Capital One (formerly Chevy Chase Bank) — Interest
Captial One Young Savers Accounts — Interest
CD Captial One, 13 month - #1 — Interest
CD Captial One, 13 month - #2 — Interest — Matured
Trout Cacheris Capital Account — Distribution — Distnbuted
DC College Savings Plan 17+ — None
DC College Savings Plan 17+ — None
State of Israel Bonds — Interest
Wells Fargo bank account — Interest
SCHAWB ACCOUNTS:
Schwab Money Market Fund — Interest
FPCIZ — Int/Div
13 — Distribution
SGX — Int/Div
15. — Distribution
ISTIX — Distribution — Sold (part)
TTRZX — Int/Div — Sold
21 — Distribution
MFLDX — Int/Div
YACKX — Int/Div — Sold (part)
24 — Distribution
VIG — Int/Div
GLRIX — Int/Div
i". — Distribution
WABIX — Int/Div — Buy
29 — istmbution
WHGIX — Int/Div — Buy
1 — Distribution
EIGMX — Int/Div — Sold
MWCIX — Int/Div — Buy
LLDYX — Int/Div
VDIGX — Int/Div — Sold (part)
RO — Distribution
HIEMX — Int/Div
as. — Distribution
AEDYX — Int/Div — Buy
AEDYX — Distribution — Buy (add'l)
BPIRX — istnbution — Buy
VSCSX — None — Buy
ODVYX(Y)
HIEMX (Y)
ISTIX(Y)
YACKX (YY)
VIG(Y)
VDIGX (Y)
NMCIX(Y)
AEDYX(Y)
SGHUX(Y)
MFLDX(Y)
MICSX (Y)
TTRZX(Y)
FPCIZ L(Y)
GLRIX(Y)
WABIX(Y)
WHGIX(Y)
EIGMX (Y)
MWCIX (LY)
THOPX(Y)
LLDYX(Y)
SMAIX(Y)
VSCSX(Y)
Schwab Money Mkt (Y)
MERRILL LYNCH ACCOUNTS:
ML Bank Dep Prog/IAXX - FIA Card SVS NA RASP MONEY MKT — Interest
CWGCX — Int/Div
MDLOX — Int/Div
0. — Iistnbution
ML Bank Dep - FIA Card (X) — Interest
Cecil Cnty (X) — Interest
Avon Products (X) — Interest — Sold
ABALX (X) — Int/Div
AGTHX (X) — Int/Div — Buy (add'l)
9s — istnbution
MDLOX (X) — Int/Div
97 — Distribution
LGVAX(X) — Int/Div — Buy (add'l)
99 — Distribution
ETHSX (X) — Int/Div — Buy (add'l)
SRVEX (X) — Int/Div
MetLife Inc. Pid. (X) — Int/Div — Sold
UTXPRA (X) — None — Sold
INHERITED:
ML Bank Deposit - FIA Card (X) — Interest
Goldman Sachs Group (X) — Interest
ABALX (X) — Int/Div
AGTHX (X) — Int/Div — Buy (add'l)
ne — Distribution
MDLOX (X) — Int/Div
LGVAX(X) — Int/Div — Buy (add'l)
113. — Distribution
ETHSX (X) — Int/Div — Buy (add'l)
SRVEX (X) — Int/Div
CVTRX (X) — Int/Div
Agreement — 2008 — Trout Cachens Am. & Restated Operat’g Agrm't provides payout of withdrawmg Member's Capital Acct over 3 years (no control). Payout began 2011 and ended 2014.
Concerning VII. Investments and Trusts:

Line 5: Trout Cacheris Capital Account was being paid out quarterly over a three year period, in increments of $8250, per the Operating Agreement. Final

payment of balance paid in Feb. 2014.

Line 9: Wells Fargo bank account on line 9 now consists of the Wells Fargo bank account on line 88 of the 2013 FDR and what was previously the Wachovia

Bunk - joint account with relative on line 87 of the 2013 FDR. Wachovia becamse Wells Fargo, and the account is no longer joint since relative is deceased,

Line 43-65: Assets held in 2013 by then-spouse; divorce became final during the reporting period.

Lines 80-89: 2013 FDR showed the six assets at lines 80-89 above as "Sold" but they should have been reported as "Sold (part). The parts of these assets that

were sold in 2013 were held in an IRA that belonged to my then-spouse, and 1 continue to own the parts of these assets that weren't sold.

Lines 91-104: Gifts from family member were received in 2014 and therefore were not shown on 2013 FDR.

Lines 106-120: Assets recevied in 2014 through inheritance.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11336. Public record. Not legal advice.
