# Maureen P. Kelly

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14671

## Record

- **Judge:** Maureen P. Kelly
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 8

## Text

Schwab retirment inherited IRA — Distribution
Cash & Cash Equivalents — None
Large Domestic Equity Berk Hathaway class B — None
Large Domestic Equity Longleaf Partners Fund — None
Large Domestic Equity Wintergreen Fund — None
PNC Savings Account — Interest
PNC Savings Account — Interest
BCCZ 301k Retirement Plan (no control)
Schwab Brokerage Account
Large US Equity Berk Hath new Class B — None — Sold (part)
Large US Equity Polen Growth Fund (X) — Int/Div — Buy
Large US Equity Dodge & Cox Stock Fund — None — Sold (part)
Large US Equity Yacktman Focused Inst — None — Sold (part)
Large US Equity Touchstone Sand Capital Inst! — None — Sold (part)
Large US Equity Fairholme Fund — Int/Div — Sold (part)
Large US Equity Jensen Quality Growth Fd — Int/Div — Sold (part)
Large US Equity Chase Investment Counsel — None — Sold (part)
Large US Equity American Express Company — Int/Div
Large US Equity Harbor Cap Appreciation Fund Inst C1 — None — Sold (part)
Large US Equity Kinetics Paradigm Fund CTX) — None — Buy
Large US Equity Longleaf Partners Fund — Int/Div — Sold (part)
Large US Equity Sequoia Fund — None — Sold (part)
Large US Equity PNC Finl Services Gp Inc — Int/Div
Large US Equity Third Avenue Value Fd Inst! C1(Y) — None — Sold
Mid US Equity Akre Focus Fd Inst — None — Sold (part)
Mid US Equity Nuance Concentrated Value (XxX) — None — Buy
Small US Equity FPA Capital Fund C1 A — Int/Div — Sold (part)
Small US Equity Longleaf Partners Small Cap Fund — None — Sold (part)
Small US Equity Intrepid Endurance Fund xX) — None — Buy
Small US Equity Wintergreen Fund — None — Sold (part)
Small US Equity Vulcan Value Partners Small Cap — None
Small US ASHTON River Road Independent (Y) — None — Sold
Intemational Equity Oakmark Global Select Fund C11 — Int/Div
Intemational Equity Evermore Global Value Fd C11 — None — Sold (part)
Intemational Equity Tweedy Browne Global Value Fund — None — Sold (part)
Intemational Equity Harbor International Fund Inst Cl — Int/Div — Buy (add'l)
Intemational Equity First Eagle Overseas Fund — None — Sold (part)
Intermational Equity Lazard Intl Strategic — None — Sold (part)
Intemational Equity Longleaf Partners Int) Fund (Y) — None — Sold
Reul Estate Securities Baron Real Estate Fund — None — Sold (part)
Altemative Secunties Litman Gregory Masters Alt Strat Inst — None
Altemative Securities AOR Diversified — None
Altemative Securities Calamos Market Neutral — Int/Div — Sold (part)
Fixed Income Long Intermediate Loomis Sayles Bond C11 — None — Sold (part)
Fixed Income Long Intermediate Third Avenue Focused Credit Fd Inst Cl — None
Fixed Income Long Intermediate FPA New Income CLAY) — Int/Div — Sold
Cash & Cash Equivalents (Schwab various Accounts) — Int/Div
S10.
Reimbursement — Umversity of Notre Dame Law School — 2724/16 - 226/16 — Notre Dame, IN — Law School Moot Court Program — Transportation, food and lodging
Reimbursement — Academy of Trial Lawyers of Allegheny County — 9/28/16 - 9/30/16 — Farmington, PA — Academy of Advocacy Conference — Conference registration, food and lodging (600.00)
Spouse's income — 2016 — Architect, S-Corp, Hayes Design Group-Architects, Inc - W2 and K (Employee & 100% Shareholder)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14671. Public record. Not legal advice.