# Roberto Antonio Lange

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/12620

## Record

- **Judge:** Roberto Antonio Lange
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 8

## Text

eo MRBIX continued) — Buy (add'l)
Eastman Lange LLC — None
New York Life universal policy from 1992 — Int/Div
New York Life umversal policy from 1995 — Int/Div
First Bank & Trust account — Interest
Memill Lynch IRA brokerage account
American Century (ACITX) — Int/Div — Sold
BlackRock Eq Div (MADVX) — Int/Div — Buy (add'l)
eee MADVX continued) — Buy (add'l)
wee MADVX continued) — Sold (part)
MADVX continued) — Buy (add'l)
Cohen & Steers Realty (CSRSX) — Int/Div — Sold
Dreyfus Appreciation (DGAGX) — Int/Div — Buy (add'l)
Lazard Emerging (LZEMX) — Int/Div — Sold (part)
eo LXEMX continued) — Sold (part)
LXEMX continued) — Buy (add'l)
Mamstay Lg Cap (MLAIX) — Int/Div — Sold (part)
MLAIX continued) — Sold (part)
eee MLAIX continued) — Buy (add'l)
MFS Bond (MRBIX) — Int/Div — Buy (add'l)
MRBIX continued) — Buy (add'l)
ee MRBIX continued) — Buy (add'l)
Neuberger High Inc (NHILX) — Int/Div — Sold (part)
NHILX continued) — Buy (add'l)
Oppenheimer Rising Div Y (OYRDX) — Int/Div — Sold (part)
OYRDX continued) — Buy (add'l)
OYRDX continued) — Sold (part)
OYRDX continued) — Buy (add'l)
Principal Preferred SEC (PPSPX) — Int/Div — Sold
TCW Total Return (TGLMX) — Int/Div — Buy (add'l)
wo TGLMX continued) — Buy (add'l)
MFS Emerging Markets (MEDIX) — Int/Div — Sold
Oakmark Intemat’] Fund (OAKIX) — Int/Div — Buy
OAKIX continued) — Buy (add'l)
wef OAKIX continued) — Buy (add'l)
John Hancock VF Class (JCVIX) — Int/Div — Buy (add'l)
eee JCVIX continued) — Buy (add'l)
Leg Mason ClearBridge Sm Cap (SBYPX) — Int/Div — Sold (part)
wee SBY PX continued) — Buy (add'l)
Victory Small Co Opp (VSOYX) — Int/Div — Buy
o(VSOYX continued) — Sold (part)
VSOYX continued) — Buy (add'l)
Pimco Total Return (P11PX) — Int/Div — Buy
wee PTTPX continued) — Buy (add'l)
Oppenheimer Senior Class C (OOSCX) — Int/Div — Buy (add'l)
Loomis Sayles Strategic (NECZX) — Int/Div — Buy
Member, Eastman Lange LLC
Line items § through 44 of Part VII are part of one Merrill Lynch account that is an Individual Retirement Account ("IRA"). That IRA account was opened in late

2009 and funded at the inception of 2010 with monies from liquidation of Judge Lange's 401(k) account from his previous employment with Davenport Evans

Hurwitz & Smith LLP ("DEHS"). An effort has been made to simplify investments in this account so as to simplify this annual disclosure. The investment listed

on line 32 had a small dividend in 2014 before it was sold in full.

Judge Lange previously disclosed the 529 college savings plans in existence since 2004 for the benefit of Judge Lange's JIN Judge Lange has no investment

control over his children’s 529 Plans. He serves as neither the custodian nor account owner. These were listed out of an abundance of caution and in favor of full

disclosure. On September 9, 2015, the Judicial Conference of the United States Committee on Financial Disclosure requested that the report be amended as the

disclosure left it unclear whether the 529 Plans are reportable. The 529 Plans accordingly are no longer being listed as they appear to be unnecessary to report

under the filing instructions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12620. Public record. Not legal advice.