# Dennis Montali

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/11491

## Record

- **Judge:** Dennis Montali
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 10

## Text

Real estate - Alameda Cty ($340,000; fractional int. lacq 2/01 — None
Acct. Union Bank of California, SF — None
Acct. Wells Fargo Bank, Berkeley — Interest
Amencan Centy Global Fund — Int/Div
American Centy Gvt Inc — Int/Div
Audubon Cellars. Inc. common — None
Automatic Data Processing common — Int/Div
Cardinal Health common — Int/Div
Care Fusion — None
Cognizant Tech. Solutions — None
Colgate Palmolive & Co common — Int/Div
Duke Energy — Int/Div — Buy
Dreyfus Active Midcap Fund A — Int/Div
Dreyfus Mid Cap Index Fund — Int/Div
Dreyfus Muni Bond Fund — Int/Div
Dreyfus Cal Tax Ex Fund — Int/Div
Du Pont. E De Nemour common — Int/Div
EMC Corp — Int/Div — Buy
Exxon Mobil Corporation common — Int/Div
Federated High Yield Trust — Int/Div
Genuine Parts common — Int/Div
Gilead Sciences Ing — None — Buy
Goldcorp — Int/Div — Sold
Honeywell Int'l common — Int/Div
Intel — Int/Div
Ishares MSC Japan — Int/Div
Japan Fund Inc — Int/Div
Johnson & Johnson — Int/Div
Kayne Anderson MLP — Int/Div — Buy
Kimberly Clark — Int/Div
Kraft Food Group — Int/Div — Sold (part)
Managers Pimco Bond Fund (fka Managers Fremont Bond Fund) — Int/Div
Marisco Focus Fund — Int/Div
McDonalds Corp common — Int/Div
Nestle SA — Int/Div
Novo-Nordisk — Int/Div
Pentair — Int/Div
Pepisco common — Int/Div
Pimco Commodity Real Ret Strat — Interest
PPL Corp — Int/Div — Sold
Proctor & Gamble Co. common — Int/Div
Schlumberger — Int/Div — Buy (add'l)
Schwab Government MMF — Interest
Schwab Corp common — Int/Div
Schwab 1000 Fund — Int/Div
Select Sector - Materials — Int/Div
SPDR Energt Select — Int/Div
S&P 500 Depository Receipts(fka SPDR Trust Unit) — Int/Div
SPDR Utilities Select — Int/Div
Stryker Corp — Int/Div
Sysco common — Int/Div — Sold (part)
T. Rowe Price Int'l Stk Fund — Int/Div
T. Rowe Price Equity Fund — Int/Div
T. Rowe Price Growth — Int/Div
T. Rowe Price - New Honizon — Int/Div
Templeton Developing Mkt — Int/Div
Templeton Global Inc. Fund — Int/Div
Templeton Global Bond (fka Templeton Income Trust — Int/Div
IM — Int/Div
United Parcel Service — Int/Div
USAA Short term fund — Interest
USAA Long term fund — Interest
US Treas. Inflation Index Bonds — None — explanation Part vii
USX-LS Steel Corp — Int/Div
United Technolgies — Int/Div
Wells Fargo Adv ST — Int/Div
Vanguard Intl Growth Fund — Int/Div
Vanguard 500 Fund — Int/Div
Vanguard Wellesley Inc. Fund — Interest
Vanguard Intl. Equity Index (Eur, stk) — Int/Div
Vanguard Wellington Fund — Int/Div
Vanguard Fxd Inc. GNMA — Interest
Vanguard F-1 Short Term — Interest
Vodaphone — Int/Div
Walt Disney Hldg common — Int/Div
Wisconsin Energy CP Hldg Co common — Int/Div
Board Member, Associartion of Business Trul Lawyers
Liability — JP Morgan Chase — Mortgage
Reimbursement — Bay Arca Bankruptcy Forum — October 22 2013 — San Jose, CA — Speaker at program — Mileage and parking
Reimbursement — American College of : Bankruptcy — January 25-27, 2013 — Los Angeles, CA — Admmster kw school negotiation competition — Aartare, taxi, hotel and meals
Reimbursement — Sacramento Bankruptcy Forum — November 14, 2013 — Sacramento, CA — Moderate judges panel; — Mileage, parking and bridge toll
Line 63, Past VII: The US Treasury Inflation Index bonds reported in 2011 and 2012 were redeemed Jamuary 15, 2011 (Value L), but the reportsfor those two

years inadvertantly left them on Part VIL

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/11491. Public record. Not legal advice.
