# Leo Theodore Sorokin

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12191

## Record

- **Judge:** Leo Theodore Sorokin
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 20

## Text

Flow 2006 LLC
PNC Bank Account
Intentionally Blank
IRA 24
Intentionally Blank
Crown Castle
Stock Alleghany Corp
Rental/Vacation Property Massachusetts (2001, 273.100) — Rent
Bank of America Accounts — Interest
IRA#) — Int/Div
Fudelity Contrafund
Fidelity Pacific Basin
IRA #2 — Int/Div
Davis NY Venture Fund
Wells Fargo Cash
IRA} — Int/Div
Amazon
Wells Fargo Cash Account
Citigroup
Allianz AGIC Opportunity Fund
RCM Mid Cap Fund
PIMCO FDS PAC Dev Invt Mgmt
Intentionally Blank
Brokerage Acct#
Wells Fargo Money Market Fund — Interest
Home Properties, Inc — Int/Div
Vanguard Total Stock Market ETF — Int/Div
Bristol Myers Squibb — Int/Div
Wisdomtree Investments — Int/Div
Healthcare Realty Trust, Inc — Int/Div
Intentionally Blank
Berkshire Hawthaway Series B — None
Saul Centers — Int/Div
Alibaba — None — Buy
Hannon Armstrong Sustainable Capital — Int/Div — Sold
Apple — Int/Div
Sector Spdr Tech Select Sector — Int/Div
Whole Foods — Buy
Whole Foods — Sold
DWS Scudder High Income Trust — Int/Div
Matthews Pacific Tiger Fund — Int/Div
Intentionally Blank
Vanguard 500 Index Fund Adm — Int/Div
Vanguard Intermediate Term Investment Grade Fund — Int/Div
Vanguard U.S. Value Fund — Int/Div
Vanguard Emerging Markets Stock Index Adm — Int/Div
Brokerage Acct#2
Vanguard U.S. Value Fund — Int/Div
Brokerage Acct#3
Vanguard 500 Index Fund — Int/Div
Vanguard Long Term treasury Fund — Int/Div
Vanguard Extended Market Index Fund — Int/Div
Brokerage Acct#4
Amencan Century Income and Growth Fund — Int/Div
IRA #S
American Century Equity Income — Int/Div
American Century Prime Money Market — Interest
American Century Small Cap Value Fund — Int/Div
Brokerage Acct#S
American Century Equity Income Fund — Int/Div
Brokerage Acct#6
American Century Giftrust Fund — Int/Div
Brokerage Acct#?
American Century Giftrust Fund — Int/Div
Limited Partnership Bear Hollow Lender
Intentionally blank
Intentionally Blank
Limited Partmership Bear Hollow Lender
Limited Partnership Wolf Paca — Int/Div
Limited Partnership Joppa East — hy
OC. LLC
Brokerage Account )
Vanguard S00 Index Fund — Int/Div
IRA Account 12A
Wells Fargo Bank Deposit Sweep Option — Interest
Matthews Pacific Tiger Fund — Distribution
Home Properties, Inc — Int/Div
Brokerage Account 12B
Wisdomtree Investments — Int/Div
Vanguard Total Stock Market ETF — Int/Div
Sterling Bank Corp. — Int/Div
Sector Spider Technology Select — Int/Div — Buy
Wells Fargo Bank Deposit Sweep Option — Interest
IRA Account 13A
Wells Fargo Bank Deposit Sweep Option — Interest
Matthews Pacific Tiger — Int/Div
Sector Spider Technology Select — Int/Div — Buy
Brokerage Account 13B
Wells Fargo Bank Deposit Sweep Option — Int/Div
Sterling Bank Corp — Int/Div
Vanguard Total Stock Market ETF — Int/Div
IRA Account 14A
Wells Fargo Bank Deposit Sweep Option — Interest
Matthews Pacific Tiger — Int/Div
Sector Spider Technology Select — Int/Div — Buy
Brokerage Account 14B
Wells Fargo Bank Deposit Sweep Option — Interest
Sterling Bank Corp — Int/Div
Trust #4 — Int/Div — Note
Raymond James Bank Deposit Program
Williams Compames
Fund Royce Opportunity Fund Investment Class NL
Fund The Third Avenue Value Fund N/L
Fund Oppenheimer DevMkes Fund
Kinder Morgan
Hartford International Value Fund — Buy
Fund Thomburg Int'l Value Fund — Sold
Berkshire Hathaway B
Fund Hartford Capital Appreciation Fund Class A
Liberty Media
Fund Third Avenue Focused Credit Fund Investor Class
Longleaf Small<ap Fund
Putnam Capital Spectrum
Intentionally Blank
Janus Worldwide Fund — Int/Div
Trust #5 — Int/Div
Wells Fargo Bank Deposit Sweep
Stock Sector Spdr TR Tech Select Sector XLK
Alibaba Group — Buy
Verizon Communications — Buy
Bear Hollow Lender LLC
Gunpowder W Corp
Joppa East Limited Partnership
Mayfield W. Inc
MHW. LLC
Exploration Capital 2005
Wolf Realty Corp.
Saul Centers Bond
Temn Valley Authority Bond — Sold
VSECU Bank Account
Merck
GSV Capital
Loan to Trust #4 — Note
Brokerage Account 15
Matthews Pacific Tiger Fund — Int/Div
IRA Account 20
Wells Fargo Money Market — Int/Div
Tesla Motors, Inc — None
IRA BA 17 — Int/Div
Indexigq ETF Tr 1Q ARB Global Res ETF
aston/Fairpoint Mid Cap fund
Acadian Emerging Markets Port Inst)
Allianz NFJ Small Cap Value Class
American Mutual Fund C1 F2
Brown Capital Mgt Small C. Inv
Cohen & Steers Realty Shares
Columbia Acom imternational Cl Z
Spartan 500 Index FD Investor Class
Fidelity Advisor New Insights cl
Harbor Intemational Institutional
Artio Total Return Bond Fund C1
Fidelity Floating Rate High Income
Fidelity Total Bond
PIMCO Total REtum Inst]
Osterweis Strategic Income Fund
Cohen & Steers Intl Realty Inc. C11
1Q Alpha Hedge Strategy Instl
Putnam Absolute Return 700 Fund
Fidelity Cash Reserves
IRA IS — Int/Div
Schwab Ady Cash Reserves
Intentionally Blank
Intentionally Blank
General Electric Cap Intemotes Due 1513 — Redeemed
Intentionally Blank
Greif Brothers Notes Due 2/1/17
Intentionallly Blank
Intentionally Blank
Plum Crk Tmbrind Bonds due 3/15/21
Intentionally Blank
Wells Fargo Mtg Frm 2033 REMIC due 3/25/33
Intentionally Blank
Intentionally Blank
Acuity Brands
Auto Data Processing — Sold
BOF! Holding Inc — Sold (part)
BOF! Holding Inc — Sold (part)
BOF! Holding Inc — Sold
CISCO Systems
General Electric Co.
Intemational Business Machines
Japan Smaller Cap Fund — Sold
LICT Corp — Sold
PPG Industries
Readmg International Class A — Sold
St Jude Medical
Stone Harbor Emerging FD
United Parcel Service Class B
Dynex Capital Inc. New REIT
Humboldt due 7/20/28 — Sold
Intentionally Blank
Intentionally Blank
Intentionally Blank
Intentionally Blank
Prudential Financial Note — Sold
Hewlett Packward Note — Sold
Avnet Inc. Bond Due 9/1/15 — Buy
Bank American Corp. Bond Due 8/15/15 — Buy
Constellation Energy Bond Due 6/15/15 — Buy
CSX Corp. Bond Due 4/1/15 — Buy
CSX Corp. Bond Due 4/1/15 — Sold (part)
JPMorgan Chase Bond Due 5/1/15 — Buy
Lenmar Corp Bond Due 5/31/15 — Buy
Southwestern Bell Bond Due 3/15/21 — Buy
Swples Bond Due 1/12/18 — Buy
Weverrhacuser Co, Bond due 02/1/18 — Buy
Dreamworks Animation — Buy
Freeport McMoran Copper — Buy
Solar Capital LTD — Buy
Plum Creek Timber Co. REIT — Buy
L Brands Bond Due 11/1/14 — Buy
L Brands Bond Due 11/1/14 — Redeemed
Pemex Project Funding Note Due 12/15/14 — Buy
Pemex Project Funding Note Due 12/15/14 — Redeemed
Citicorp Bond Due 9/15/14 — Buy
Citicorp Bond Due 9/15/14 — Buy (add'l)
Citicorp Bond Due 9/15/14 — Redeemed
Berry Pete. Co. Bond Due 6/1/2014 — Buy
Berry Pete. Co. Bond Due 6/1/2014 — Redeemed
Timken Bond Due 9/15/14 — Buy
Timken Bond Due 9/15/14 — Redeemed
Santander Bank CD Due 10v2314 — Buy
Santander Bank CD Due 10v2314 — Redeemed
Walmart Stock — Buy
Walmart Stock — Sold
Newell Reubbermaid Bond Due 6/15/15 — Buy
Utah Ed Savings Age Based Aggressive Global Fund — Int/Div
Utah Ed Savings Age Based Aggressive Domestic Fund — Int/Div
USAA Bank Accounts — Int/Div
BA Account 19
Schwab Cash Account — Int/Div
CHN Capital LLC Note — Int/Div — Sold
Alaska Municipal Bond — Int/Div — Sold
Masssachusetts Bay Notes — Int/Div — Sold
Intentionally Blank
Massachusetts State Note — Int/Div — Sold
AFLAC Stock — Int/Div — Sold
AVNET stock — Int/Div — Sold (part)
AVNET stock — Sold
Danaher Corp stock — Int/Div
Forest City Enterprises, Inc. Stock — None
Graco Inc. stock — Ine — Sold (part)
Noble Corp stock — Int/Div
Pepsico Inc. stock — Int/Div — Sold (part)
Procter & Gamble — Int/Div
Mass Ed Financing Bond Due 1/1/15 — Ine — Buy
City of Lowell Mass Bond Due 10/15/14 — Int/Div — Buy
City of Lowell Mass Bond Due 10/15/14 — Redeemed
Liability — Bank of America — Gold Reserve Line of Credit
Income — 2014 — Adjunct Professor, Boston University School of Law — S$7.900.00
Spouse's income — 2014 — Self-employed - psychologist
Spouse's income — 2014 — Adjunct Professor, Boston College
Lines 94, 115 (Trusts #5 4, 5) The valuation of this trust is listed as estimated because some of the assets of the trust are partial interests in illiquid limited

partnerships. The value code was based upon the Cash Market value of the bank accounts and publicly traded assets combined with the trustee's estimate of the

value of the partnership interests.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12191. Public record. Not legal advice.
