# Paul L. Friedman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/12793 ## Record - **Judge:** Paul L. Friedman - **Year:** 2015 - **Report type:** Annual - **Pages:** 12 ## Text STOCK WARRANTS (HD) Schwab US Dividend Fund — Int/Div — Buy BROKERAGE ACCOUNT (H) Gabelli Small Cap Fund — Int/Div Gabelli Asset Fund — Int/Div Harbor Intemational — Int/Div iShares Cohen & Steers Realty Majors Index Fund — Int/Div iShares Russell 1000 Growth Index Fund — Int/Div iShares Russell 2000 Growth Index Fund — Int/Div iShares Russell 2000 Value Index Fund — Int/Div Brown Capital Mgmt Small Company Fund — Int/Div SPDR S&P Dividend Fund — Int/Div Vanguard Limited Term Tax Exempt Fund — Int/Div — Buy Vanguard Limited Term Tax Exempt Fund — Buy (add'l) Vanguard Limited Term Tax Exempt Fund — Sold Vanguard Long Term Tax Exempt Fund — Int/Div — Buy IRA ACCOUNT #1 (MH) T. Rowe Price Equity Income Fund — None — Sold (part) T. Rowe Price Equity Income Fund — Sold Lonleaf Partners Small Cap Fund — Int/Div PIMCo Real Return Fund — Int/Div Schwab Money Market Fund — Interest Morgan Stanley US RE Fund — Int/Div — Sold (part) Morgan Stanley US RE Fund — Sold (part) American Funds EuroPacific Growth Fund — Int/Div T. Rowe Price Mid Cap Growth Fund — Int/Div — Sold (part) Dodge & Cox Stock Fund — Int/Div First Eagle Global Fund — Int/Div — Sold (part) Loomis Savles Investment Gr Bond Fund — Int/Div — Buy (add'l) Loomis Savles Investment Gr Bond Fund — Sold (part) Loomis Savles Investment Gr Bond Fund — Buy (add'l) Schwab US Dividend Fund — Buy (add'l) Loomis Savles Investment Gr Bond Fund — Sold (part) Royee Special Equity Fund — Int/Div T. Rowe Price Capital Appreciation Fund — Int/Div — Sold (part) Vanguard PRIMECAP Core Fund — Int/Div — Sold (part) Vanguard Small Cap Growth Index Fund — Int/Div Lazard Emerging Markets Fund — Int/Div — Sold PRIMECAP Odyssey Stock Fund — Int/Div — Sold (part) PRIMECAP Odyssey Stock Fund — Sold (part) T. Rowe Price Growth Stock Fund — Int/Div — Sold (part) SPDR S&P Dividend Fund — Int/Div — Sold (part) SPDR S&P Dividend Fund — Sold (part) Dodge & Cox Income Fund — Int/Div — Buy (add'l) Dodge & Cox Income Fund — Buy (add'l) Loomis Sayles Bond Fund — Int/Div — Buy (add'l) Loomis Sayles Bond Fund — Sold (part) Loomis Sayles Bond Fund — Sold Goldman Sachs Bank CD — Interest Discover Bank CD — Interest GE Capital Bank CD — Interest — Matured Templeton Global Bond Fund — Int/Div — Sold Goldman Sachs Bank CD — Interest Gabelli Small Cap Growth Fund — Int/Div — Buy (add'l) Vanguard Corporate Bond Fund — Int/Div — Buy (add'l) Vanguard Corporate Bond Fund — Sold (part) Vanguard Corporate Bond Fund — Sold (part) Vanguard Dividend Appreciation Fund — Int/Div — Sold (part) American Express CD — Interest Goldman Sachs Bank CD — Interest — Buy Synchrony Bank CD — Interest — Buy JP Morgan Equity Income Fund — Int/Div — Buy JP Morgan Equity Income Fund — Buy (add'l) Schwab US Dividend Fund — Int/Div — Buy Schwab US Dividend Fund — Buy (add'l) Schwab US Dividend Fund — Buy (add'l) iShares Core US Aggregate Bond Fund — Int/Div — Buy iShares Core US Aggregate Bond Fund — Buy (add'l) iShares Core US Aggregate Bond Fund — Buy (add'l) American Funds New World Fund — Int/Div — Buy IRA ACCOUNT #2 (H) Schwab Money Market Fund — Interest T. Rowe Price Mid Cap Growth Fund — Int/Div Loomis Sayles Investment Grade Bond Fund — Int/Div — Sold T. Rowe Price Growth Stock Fund — Int/Div — Sold (part) American Funds EuroPacific Growth Fund — Int/Div Brown Capital Mgmt Small Company Fund — Int/Div Royee Special Equity Fund — Sold American Funds New World Fund — Int/Div First Eagle Global Fund — Int/Div SPDR S&P Dividend Fund — Int/Div — Sold (part) SPDR S&P Dividend Fund — Sold (part) Dodge & Cox Income Fund — Int/Div — Buy (add'l) Dodge & Cox Income Fund — Sold (part) Loomis Sayles Bond Fund — Int/Div — Sold (part) Templeton Global Bond Fund — Int/Div — Sold Goldman Sachs Bank CD — Interest Vanguard Small Cap Fund — Int/Div Vanguard Corporate Bond Fund — Int/Div — Buy (add'l) Vanguard Corporate Bond Fund — Buy (add'l) Discover Bank CD — Interest Goldman Sachs Bank CD — Interest Vanguard Dividend Appreciation Fund — None — Sold Synchrony Bank CD — Interest PRIMECAP Odyssey Stock Fund — Int/Div — Buy iShares Core US Aggregate Bond Fund — Int/Div — Buy MONEY MARKET ACCOUNTS (H) T. Rowe Price Tax Exempt Fd — Interest Schwab US Treasury Money Fd — Interest BROKERAGE ACCOUNT: Tax Exempt (Hy District of Columbia — Interest — Buy District of Columbia — Interest — Buy District of Columbia — Interest — Buy Scios Nova Ince — None LIFE INSURANCE (H) Security Mutual Life Ins, Co. of NY Universal Life Policy — Int/Div Mass Muwual Life Ins Co — Int/Div Member, Secretary of the American Law Institute & member of its Council (the governing body of the Institute) & the Executive Committee since 1998 Gift — National Symphony Orchestra Ball — $800.00 Gift — Washington Ballet Annual Ball — $500.00 Gift — Hotel & related expenses in connection with her wedding — $375.00 Liability — Charles Schwab & Co., Inc — Margin Loan on assets held in Brokerage Account Reimbursement — Amencan Law Institute — 01/14-01/16/2015 — Philadelphia, PA — Meeting of ALI Council — Transportation, hotel, meals Reimbursement — American Law Institute — 10/14- 10/16/2015 — Philadelphia, PA — Meeting of ALI Council — Transportation, hotel, meals Income — 2015 — I Retirement Income Pension Plan Administered by State Street Retiree Service - Pension Plan — $22.509.00 Spouse's income — 2015 — I I - Retirement Plan Distribution Part VII, Line 104: Scios Nova Inc stock warrants. Four Contingent Payment Rights issued to former limisted partners of Nova Technology Limited Partnership in 1993 Part VII, Line 106: Security Mutual Life Ins. Co. Of NY, Universal Life Policy. No underlying investment options, Part VII, Line 107: Mass Mutual Life Ins Co. Group Flexible Premium Adjustable Life Insurance Policy. No underlying investment options. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/12793. Public record. Not legal advice.