# Matthew Frederick Leitman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12603

## Record

- **Judge:** Matthew Frederick Leitman
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 11

## Text

401-K Account No. (H)
Dodge & Cox Income Fund DODIX — Int/Div — Sold
Dodge & Cox Stock Fund DODGX — Int/Div — Sold
Fudelity Contrafund Fund FCNTX — Int/Div — Sold
Oppenheimer Developing Markets Fund Class ODVIX — None — Sold — note mm section VII
Vanguard Inflation-Protected Securities Fund Admiral Shares VAIPX — Int/Div — Sold — note m section VI
Vanguard Intemational Growth Fund Admiral Shares VWILX — None — Sold — note mm section VI
Vanguard Intemational Value Fund VTRIX — None — Sold
Vanguard Mid-Cap Index Fund Admiral Shares VIMAX™ — Int/Div — Sold — note m section VII
Vanguard Small-Cap Index Fund Admiral Shares VSMAX — Int/Div — Sold — note m section VII
Vanguard Target Retire 2035 Fund Tr 11 na
Vanguard Total Bond Market Index Fund Admiral Shares VBTLX — Int/Div — Sold
IRA Account No. (H)
American Funds Capital World Growth & Income Fund Class C CWGCX — Int/Div — Sold
Eagle Mid Cap Stock Class C Fund THMOCX — None — Sold
baton Vance Global Macro Absolute Return FD Class C Fund ECGMX™ — Int/Div — Sold
John Hancock U.S. Global Leaders Growth Fund Class C USLCX™ — None — Sold
IVA Worldwide Class C Fund IVWCX — None — Sold
lvy Global Natural Resources Fund Class C JGNCX — None — Sold
Loomis Sayles Investment Grade Bond ( Natixis Advisor Fund LGBCX™ — Int/Div — Sold
PIMCO Total Return Class C Fund PTICX — Int/Div — Sold
PIMCO All Asset Class C Fund PASCX — Int/Div — Sold
Thomburg International Value Fund Class C THGCX — None — Sold
Equinox Mutualhedge Futures Strategy Fund Class C MHFCX™ — None — Sold — note mn section VI
AMG GW&K Core Bond Fund MBDFX — Int/Div — Buy — note mm section VII
AMG GW&K Core Bond Fund MBDFX — Sold
Artisan International Fund Investor Class TARTIX — Int/Div — Buy
Artisan Mid Cap Value Fund Investor Class TARTOQX — Int/Div — Buy
Artisan Mid Cap Value Fund Investor Class TARTOQX — Buy (add'l)
Artisan Mid Cap Value Fund Investor Class TARTOQX — Buy (add'l)
Astow/River Road Independant Value Fund Class ARVIX — Int/Div — Buy
Astow/River Road Independant Value Fund Class ARVIX — Buy (add'l)
Calamos Market Neutral Income Fund Class CMNIX — Int/Div — Buy
Champlain Small Company Fund Advisor Class CIPSX — Int/Div — Buy
Champlain Small Company Fund Advisor Class CIPSX — Buy (add'l)
Champlain Small Company Fund Advisor Class CIPSX — Buy (add'l)
Deutsche Short Duration Fund Class S DBPIX — Int/Div — Buy — note mn section VII
Deutsche Short Duration Fund Class S DBPIX — Sold
Doubleline Total Return Bond Fund Class DBLTX — Int/Div — Buy
Eaton Vance Bond Fund Class EVBIX — Int/Div — Buy
Equinox Mutualhedge Futures Strategy Fund Class MHFIX™ — Int/Div — Buy
First Eagle Overseas Fund Class SGOIX — Int/Div — Buy — note mn section VI
FPA Crescent Fund Institutional Class FPACX — Int/Div — Buy
Invesco Intemational Small Company Fund Class Y TEGYX — Int/Div — Buy
Invesco Intemational Small Company Fund Class Y TEGYX — Buy (add'l)
IVA Worldwide Fund Class ITVWIX — Int/Div — Buy
IVA Worldwide Fund Class ITVWIX — Buy (add'l)
IVY Asset Strategy Fund Class ¥ TWASYX — None — Buy
IVY Asset Strategy Fund Class ¥ TWASYX — Buy (add'l)
S10. — Sold
John Hancock US Global Leaders Growth Fund Class USLIX™ — Int/Div — Buy
John Hancock US Global Leaders Growth Fund Class USLIX™ — Buy (add'l)
John Hancock US Global Leaders Growth Fund Class USLIX™ — Buy (add'l)
JPMorgan Core Bond Fund Select Class WOBDX — Int/Div — Buy
MFS Emerging Markets Debt Fund Class MEDIX — Int/Div — Buy
PIMCO All Asset Fund Class P PALPX — Int/Div — Buy
Principul Global Diversified Income Fund Class P PGDPX™ — Int/Div — Buy
Putnam Capital Spectrum Fund Class Y PVSYX — None — Buy
Putnam Investors Fund Class Y PNVYX — Int/Div — Buy
Putnam Investors Fund Class Y PNVYX — Buy (add'l)
Vanguard Index Funds S&P 500 ETF SHS NEW VOO — Int/Div — Buy
Vanguard Short Term Investment Grade FD Admiral Shares VFSUX™ — Int/Div — Buy
Raymond James Deposit Accounts — Interest
Chase Bank Cash Deposit Accounts — Interest
New York Whole Life lusurance Policy — Int/Div
IRA Account No. 2 (H)
Eagle Mid Cap Stock Fund Class € HMCCX — None — Sold
John Hancock U.S. Global Leaders Growth Fund Class C USLCX™ — None — Sold
PIMCO Total Return Fund Class PTICX — Int/Div — Sold
PIMCO All Asset Class C Fund PASCX — Int/Div — Sold
Thomburg Value Fund Class C TVCFX — None — Sold
Dodge & Cox International Stock Fund DODFX — Int/Div — Buy
Dodge & Cox International Stock Fund DODFX — Buy (add'l)
FPA Crescent Fund Institutional Class FPACX — Int/Div — Buy
Invesco Intemational Small Company Fund Class Y TEGYX — Int/Div — Buy
Loomis Sayles Bond Future Retail Class LSBRX — Int/Div — Buy
Loomis Sayles Bond Future Retail Class LSBRX — Sold
Brokerage Account No. 1(H)
Deutsche Managed Municipal Bond Fund Class S SCMBX — Int/Div — note is Section vi
Davis New York Venture Fund Class Y DNVYX — Int/Div — note im Section vii
American Funds Growth Fund of America Class FI GFAFX — Int/Div — note in Section vii
lvy Asset Strategy Fund Class Y WASYX — None — Sold — note mn Section vi
PIMCO Diversified Income Fund Class P rDVPX — Int/Div — note in Section vii
Deutsche Short Term Municipal Bond Fund Class S SRMSX™ — Int/Div — Buy — note m Section vii
Putnam Capital Spectrum Fund Class Y PVSYX — None — Buy
MI Education Saving Program, Moderate Aged-Based Option — None
Ally Demand Note Account — Interest
Miller Canfield Capital Account (Y)
Senior Proncipal, Miller, Canfield, Paddock and Stone, P.L.C
Director, Seaholm High School Baseball Boosters
Executive Board Member, Federal Bar Association, Eastern District of Michigan Chapter
President, Harvard Law School Association of Michigan
Income — 2014 — Compensation from Law Firm for Professional Services — $114,946.00
Spouse's income — 2014 — Simply Pearls, LLC - Wages
Section VIL, Line 5: Oppenheimer Developing Markets Fund Class Y converted to Oppenheimer Developing Markets Fund Class | due to a change m share class.

Section VII, Line 6: Vanguard Inflation-Protected Securities Fund Investor Shares transferred to Vanguard Inflation-Protected Securities Admiral Shares [VAIPX]

due to a change in share class.

Section VII, Line 7: Vanguard Intemational Growth Fund Investor Shares transferred to Vanguard International Growth Fund Admiral Shares [VWILX] due to a

change in share class.

Section VII, Line 9: Vanguard Mid-Cap Index Fund Investor Shares transferred 0 Vanguard Mid-Cap Index Fund Admiral Shares [VIMAX} due to a change in

share class.

Section VIL, Line 10: Vanguard Small-Cap Index Fund Investor Shares transferred to Vanguard Small-Cap Index Fund Admiral Shares [VSMAX] due to a change

in share class,

Section VII, Line 24: Mutualhedge Frontier Legends Fund Class C [MHFCX] 1s now known as Equinox Mutualhedge Futures Strategy Fund Class C [MHFCX]

Section VII, Line 25: AMG Managers Total Return Bond Fund [MBDFX] is now known as AMG GW&K Core Bond Fund [MBDFX]

Section VII, Line 37: DWS Short Duration Fund Class S [DBPIX] is now known as Deutsche Short Duration Fund Class S [DBPIX]

Section VIL Line 42: First Eagle Overseas Fund Class A [SGOVX] transferred to First Eagle Overseas Fund Class | [SGOIX] due to a change in share class.

Section VII, Line 79: DWS Managed Municipal Bond Fund Class C [SMLCX] transferred to DWS Managed Municipal Bond Fund Class S [SCMBX] due to a

change in share class. The asset then changed names to Deutsche Managed Municipal Bond Fun Class S [SCMBX]

Section VIL, Line 80: Davis New York Venture Fund Class C [NY VCX] transferred to Davis New York Venture Fund Class Y [DNVYX] due to a change in share

class,

Section VII, Line 81: American Funds Growth Fund of America Class C [GFACX] transferred to Growth Fund of America Class FI - American Funds [GFAFX]

due to & change in share class.

Section VII, Line 82: Ivy Asset Strategy Fund Class C [WASCX] transferred to Ivy Asset Strategy Fund Class Y [WASYX] due to a change in share class.

Section VII, Line 83: PIMCO Diversified Income Fund Class C [PDICX] transferred to PIMCO Diversified Income Fund Class P [PDVPX] due to a change in

share class.

Section VII, Line 84: DWS Short Term Municipal Bond Fund Class S [SRMSX] is now known as Deutsche Short Term Municipal Bond Fund Class S [SRMSX]

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12603. Public record. Not legal advice.