Terrence George Berg

2014Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 171

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Catholic Lawyers’ Society of Detroit
  • Historical Society for the United States District Court for the Eastern District of Michigan
  • Legacy DMC
  • Michigan State Bar
  • Student Chapter of American Constitution Society
  • Gesu Catholic School Salary

As filed

Virtus Global Growth Income Fund € — Int/Div

Coca Cola Enterprises — Int/Div

Michigan 529-Ageressive Age Based Option Age 18+ Number — istnibution — Distnbuted

Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Distribution — Sold (part)

Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Sold (part)

Michigan 529-Moderate Age Based Option Age 18+ Number 2 — Sold (part)

Michigan 529-Moderate Age Based Option Age 16 Number 3 — Int/Div

Peoples Trust Credit Union Accounts — Int/Div

Midland National Life Insurance Whole Life Policy X — Interest

IRA-Fidelity Investment ITS Asset Management, LP X — Int/Div

Alliance Bernstein High Income Class A — Buy (add'l)

Alliance Bernstein High Income Class A — Sold (part)

Blackrock Heath Sciences Opp Prt A — Sold

Columbia Bond Class Z — Sold

Columbia US. Govt Mortgage Class A — Sold

Fidelity International Discovery — Sold

Fidelity Cash Reserves — Buy

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Reserves — Sold (part)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Sold (part)

Fidelity Cash Fund — Buy (add'l)

Fidelity Cash Fund — Buy (add'l)

Fidelity Total Bond — Sold (part)

Fidelity Government Secs LP — Sold

Fidelity Strategic Income — Sold

First Eagle Gold Class A — Sold

Goldman Sachs Strategic Income Fund Class A — Sold

Oakmark Intemational Class 1 — Sold

JP Morgan Core Bond Fund Class A — Sold

PIMCO Diversified Income Fund Class D — Sold

Rydex Inverse S&P S00 Strategy Inv — Sold

Rvdex Health Care Investor Class — Sold

TCW Total Return Bond Class N — Sold

Transamerica Short Term Bond Class A — Sold

Mamstay Marketfield A — Buy

Mamstay Marketfield A — Sold

Mamstay Unconstramed Bond A — Buy

Mamstay Unconstramed Bond A — Sold

Putnam Capital Spectrum A — Buy

Putnam Capital Spectrum A — Buy (add'l)

Putnam Capital Spectrum A — Buy (add'l)

Putnam Diversified Income A — Buy

Putnam Diversified Income A — Buy (add'l)

Federated World Int'l Leaders A — Buy

Federated World Int'l Leaders A — Sold

Loomis Sayles Strategic Inc A — Buy

Ivy Intl Core Equity Y — Buy

Ivy Intl Core Equity Y — Sold

Dreyfus MidCap Index — Buy

Dreyfus MidCap Index — Sold (part)

Fidelity Natural Gas — Buy

Fidelity Natural Gas — Sold

Rvdex NASDAQ 100 Adv — Buy

Fidelity Spartan 500 Index Inv — Buy

Fidelity Spartan Long Term Treasury Bond Index Initial — Buy

Junus Global Life Sciences T — Buy

Oakmark Select — Buy

Black Rock Total Return A — Buy

Allianz Vision Deferred Variable Annuity X — Int/Div

AZL T. Rowe Price Capital App — Sold (part)

AZL T. Rowe Price Capital App — Buy (add'l)

AZL T. Rowe Price Capital App — Sold (part)

AZL T. Rowe Price Capital App — Buy (add'l)

AZL T. Rowe Price Capital App — Sold (part)

AZL T. Rowe Price Capital App — Buy (add'l)

AZL T. Rowe Price Capital App — Sold (part)

AZL T. Rowe Price Capital App — Buy (add'l)

AZL MS Mid Cap Growth — Sold (part)

AZL MS Mid Cap Growth — Buy (add'l)

AZL MS Mid Cap Growth — Sold (part)

AZL MS Mid Cap Growth — Buy (add'l)

AZL MS Mid Cap Growth — Sold (part)

AZL MS Mid Cap Growth — Buy (add'l)

AZL MS Mid Cap Growth — Sold (part)

AZL MS Mid Cap Growth — Buy (add'l)

AZL Franklin Templeton FS Plus — Sold (part)

AZL Franklin Templeton FS Plus — Buy (add'l)

AZL Franklin Templeton FS Plus — Sold (part)

AZL Franklin Templeton FS Plus — Buy (add'l)

AZL Franklin Templeton FS Plus — Sold (part)

AZL Franklin Templeton FS Plus — Buy (add'l)

AZL Franklin Templeton FS Plus — Sold (part)

AZL Franklin Templeton FS Plus — Buy (add'l)

AZL BlackRock Cap Appreciation — Sold (part)

AZL BlackRock Cap Appreciation — Buy (add'l)

AZL BlackRock Cap Appreciation — Sold (part)

AZL BlackRock Cap Appreciation — Buy (add'l)

AZL BlackRock Cap Appreciation — Sold (part)

AZL BlackRock Cap Appreciation — Buy (add'l)

AZL BlackRock Cap Appreciation — Sold (part)

AZL BlackRock Cap Appreciation — Buy (add'l)

Franklin Mutual Shares VIP — Sold (part)

Franklin Mutual Shares VIP — Buy (add'l)

Franklin Mutual Shares VIP — Sold (part)

Franklin Mutual Shares VIP — Buy (add'l)

Franklin Mutual Shares VIP — Sold (part)

Franklin Mutual Shares VIP — Buy (add'l)

Franklin Mutual Shares VIP — Sold (part)

Franklin Mutual Shares VIP — Buy (add'l)

AZL MFS MCap Value Fund — Sold (part)

AZL MFS MCap Value Fund — Buy (add'l)

AZL MFS MCap Value Fund — Sold (part)

AZL MFS MCap Value Fund — Buy (add'l)

AZL MFS MCap Value Fund — Sold (part)

AZL MFS MCap Value Fund — Buy (add'l)

AZL MFS MCap Value Fund — Sold (part)

AZL MFS MCap Value Fund — Buy (add'l)

PIMCO VIT All Asset — Sold (part)

PIMCO VIT All Asset — Buy (add'l)

PIMCO VIT All Asset — Sold (part)

PIMCO VIT All Asset — Buy (add'l)

PIMCO VIT All Asset — Sold (part)

PIMCO VIT All Asset — Buy (add'l)

PIMCO VIT All Asset — Sold (part)

PIMCO VIT All Asset — Buy (add'l)

PIMCO VIT Real Return — Sold (part)

PIMCO VIT Real Return — Buy (add'l)

PIMCO VIT Real Return — Sold (part)

PIMCO VIT Real Return — Buy (add'l)

PIMCO VIT Real Return — Sold (part)

PIMCO VIT Real Return — Buy (add'l)

PIMCO VIT Real Return — Sold (part)

PIMCO VIT Real Return — Buy (add'l)

AZL S&P S00 Index — Sold (part)

AZL S&P S00 Index — Buy (add'l)

AZL S&P S00 Index — Sold (part)

AZL S&P S00 Index — Buy (add'l)

AZL S&P S00 Index — Sold (part)

AZL S&P S00 Index — Buy (add'l)

AZL S&P S00 Index — Sold (part)

AZL S&P S00 Index — Buy (add'l)

PIMCO VIT Total Return — Sold (part)

PIMCO VIT Total Return — Buy (add'l)

PIMCO VIT Total Return — Sold (part)

PIMCO VIT Total Return — Buy (add'l)

PIMCO VIT Total Return — Sold (part)

PIMCO VIT Total Return — Buy (add'l)

PIMCO VIT Total Return — Sold (part)

PIMCO VIT Total Return — Buy (add'l)

Templeton Global Bond VIP Fund — Sold (part)

Templeton Global Bond VIP Fund — Buy (add'l)

Templeton Global Bond VIP Fund — Sold (part)

Templeton Global Bond VIP Fund — Buy (add'l)

Templeton Global Bond VIP Fund — Sold (part)

Templeton Global Bond VIP Fund — Buy (add'l)

Templeton Global Bond VIP Fund — Sold (part)

Templeton Global Bond VIP Fund — Buy (add'l)

AZL JPM International Opportunities — Sold (part)

AZL JPM International Opportunities — Buy (add'l)

AZL JPM International Opportunities — Sold (part)

AZL JPM International Opportunities — Buy (add'l)

AZL JPM International Opportunities — Sold (part)

AZL JPM International Opportunities — Buy (add'l)

AZL JPM International Opportunities — Sold (part)

AZL JPM International Opportunities — Buy (add'l)

AZL INV International Equity — Sold (part)

AZL INV International Equity — Buy (add'l)

AZL INV International Equity — Sold (part)

AZL INV International Equity — Buy (add'l)

AZL INV International Equity — Sold (part)

AZL INV International Equity — Buy (add'l)

AZL INV International Equity — Sold (part)

AZL INV International Equity — Buy (add'l)

Member, Board of Directors, Catholic Lawyers’ Society of Detroit

Member, Board of Directors, Historical Society for the United States District Court for the Eastern District of Michigan

Member, Board of Trustees, Legacy DMC

Member, Commuttee on Limited States Courts, Michigan State Bar

Reimbursement — Student Chapter of American Constitution Society — "View from the Bench’ to law students — TR pre RT Rl IT

Spouse's income — 2014 — Gesu Catholic School Salary

This amended report is in response to a letter dated September 2, 2015 from the Committee. The letter indicated that | listed certain assets in my 2013 disclosure

report in Part VII on lines 47, 50, $1, 53, 55, and $7 that were not listed in my 2014 report. | have obtained the trading records from the account where these

assets were held, which indicate that the assets listed in my 2013 report in lines 47, 51, 53, and 55 were actually "sold out™ on 7/10/13. 1 had incorrectly recorded

these assets as "sold-part” on 7/10/13 in my report. As to the asset listed on my 2013 disclosure report in line 57, it was listed as "sold-part™ on 7/10/13, but the

records show it was "sold out” on 4/10/13. Because these assets were not held during 2014, they were not listed on my 2014 disclosure report. One of the assets,

listed on lime 50 of my 2013, was still held during 2014, but was sold out on 1/15/14. Consequently, | have amended my 2014 report to reflect this transaction.

Please accept this amended report in response to the Committee's letter of September 2, 2015.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Terrence George Berg | Frix