# Jonathan D. Gerber > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15261 ## Record - **Judge:** Jonathan D. Gerber - **Year:** 2011 - **Report type:** Annual - **Pages:** 18 ## Text Gold Coms — None Deam Wotter (Morgan Stanley) Common Stock — Int/Div Lucent Common (Alcatel) — None Microsoft Common — Int/Div General Electric Common — Int/Div Time Wamer Common ( Formerly AOL) — Int/Div Nasdaq 100 Trust QQ — Int/Div Cisco Systems Common — Int/Div Blackrock Balanced Investment — None — Sold MSW Divident Growth (Investco) — None — Sold Ing Annuity (X) — None Janis Mid Cap Fund — Distribution Third Avenue Value Fund — None — Sold Citibank Checking — Interest Citibank Money Market Checking — Interest Third Avenue Fund — None — Sold Discover Financial Services — Int/Div Kinetics Paradigm Fund — None — Sold Janis Mid Cap Fund — Int/Div T.D. Ameritrade Mney Mkt — Int/Div TDAX FDS. lnc — Int/Div Cadence Pharmaceuticals — None Alps Services Brown Cam Small Co Fd — None — Buy Artio Fds International Equity 11 A — Int/Div — Buy Artio Fds International Equity 11 A — Sold (part) Artio Fds International Equity 11 A — Sold (part) Artisan Fds Inc Mid Cap Value Fd — Int/Div — Buy Artisan Fds Inc Mid Cap Value Fd — Sold (part) Berwyn Fd Inc Comm — Int/Div — Buy Buffalo Fds Mid Cap — None — Buy Buffalo Fds Mid Cap — Sold (part) Buffalo Fds Mid Cap — Buy (add'l) Buffalo Fds Mid Cap — Buy (add'l) Credit Suisse Fds Commodity Return Strategy Com — None — Buy Credit Suisse Fds Commodity Return Strategy Com — Buy (add'l) Credit Suisse Fds Commodity Return Strategy Com — Sold (part) Credit Suisse Fds Commodity Return Strategy Com — Buy (add'l) Dodge & Cox Fds Intl Stk Fd — Int/Div — Buy Dodge & Cox Fds Intl Stk Fd — Sold (part) Dodge & Cox Funds Stk Fd — Int/Div — Buy Harbor Fd Bd Fd Inst] — Int/Div — Buy Harbor Fd Bd Fd Inst] — Sold (part) Janus Perkins Midep VI Inv T — Int/Div — Buy Janus Perkins Midep VI Inv T — Sold (part) Jensen Portfolio Inc Com — Int/Div — Buy Metro West Fds Total Return Bd Fd — Int/Div — Buy Metro West Fds Total Return Bd Fd — Sold (part) Northern Fds Small Cap Fd — Int/Div — Buy Northern Fds Small Cap Fd — Sold (part) Nottingham Invt Tr-11 Brown Cap Small Co Inst] — Int/Div — Buy Nottingham Invt Tr-11 Brown Cap Small Co Inst] — Sold Pimco Real Retum FACL D — Int/Div — Buy Pimco Real Retum FACL D — Sold (part) Pimco Real Retum FACL D — Sold (part) Price T. Rowe High Yield Fd 1 Com — Int/Div — Buy Price T. Rowe High Yield Fd 1 Com — Sold (part) Rowe T. Price Equity Income F Sh Ben Int — Int/Div — Buy Rowe T. Price New Am Growth F Sh Ben Im — Int/Div — Buy Rowe T. Price New Am Growth F Sh Ben Im — Sold (part) Rowe T. Price New Am Growth F Sh Ben Im — Sold (part) Royce Microcap Investment Cl — Int/Div — Buy SSGA Fds Emerging Mkt — Int/Div — Buy T Rowe Real Estate Fd — Int/Div — Buy T Rowe Real Estate Fd — Sold (part) T Rowe Price Intl Bd Fd — Int/Div — Buy T Rowe Price Intl Bd Fd — Sold (part) T Rowe Price Intl Bd Fd — Sold (part) T Rowe Price Intl Emerg Mkts Stk — None — Buy T Rowe Price Intl Emerg Mkts Stk — Sold (part) Templeton Income Tr Global Bond Advisor — Int/Div — Buy Thomburg Intent] Value Inst — Int/Div — Buy Thomburg Intent] Value Inst — Sold (part) Tumer Fds Midcap Fd Instl C1 — None — Buy Tumer Fds Midcap Fd Instl C1 — Sold (part) Artio Fds Intemational Equity 11 A — None — Buy Artio Fds Intemational Equity 11 A — Sold (part) Artio Fds Intemational Equity 11 A — Sold Artisan Fed Inc Mid Cap Value Fd — None — Buy Artisan Fed Inc Mid Cap Value Fd — Buy (add'l) Artisan Fed Inc Mid Cap Value Fd — Sold Aips Fund Services Brown Sm See — None — Buy Aips Fund Services Brown Sm See — Buy (add'l) Aips Fund Services Brown Sm See — Sold (part) Buffalo Fds Mid Cap Fd — None — Buy Buffalo Fds Mid Cap Fd — Buy (add'l) Buffalo Fds Mid Cap Fd — Buy (add'l) Buffalo Fds Mid Cap Fd — Sold (part) Credit Suisse Funs Commodity — None — Buy Credit Suisse Funs Commodity — Buy (add'l) Credit Suisse Funs Commodity — Buy (add'l) Credit Suisse Funs Commodity — Buy (add'l) Dodge & Cox Funds Intl Stk Fd — Int/Div — Buy Dodge & Cox Funds Intl Stk Fd — Buy (add'l) Dod & Cox Funds Stock Fd — Int/Div — Buy Dod & Cox Funds Stock Fd — Buy (add'l) Harbor Fd Bd Fd Inst] — Int/Div — Buy Harbor Fd Bd Fd Inst] — Buy (add'l) Harbor Fd Bd Fd Inst] — Sold (part) Janus Perkins Mid Cap VL Inv T — Int/Div — Buy Janus Short Term Bd T — Int/Div — Buy Janus Short Term Bd T — Sold (part) Janus Short Term Bd T — Sold (part) Jensen Quality Growth J — Int/Div — Buy Jensen Quality Growth J — Buy (add'l) Jensen Quality Growth J — Buy (add'l) Metropolitan West Total Return — Int/Div — Buy Metropolitan West Total Return — Sold (part) Metropolitan West Total Return — Sold (part) Northern Fds Small Cap Fd — Int/Div — Buy Northern Fds Small Cap Fd — Buy (add'l) Pimco Real Retum FA CID — Int/Div — Buy Pimco Real Retum FA CID — Sold (part) Pimco Real Retum FA CID — Sold (part) Price T Rowe High Yield Fd Com — Int/Div — Buy Price T Rowe High Yield Fd Com — Buy (add'l) Price T Rowe High Yield Fd Com — Sold (part) Rowe T Price Equity Inc F Sh Ben — Int/Div — Buy Rowe T Price Equity Inc F Sh Ben — Buy (add'l) Rowe T Price New Am Growth F Sh — Int/Div — Buy Rowe T Price New Am Growth F Sh — Sold (part) Rowe T Price Short Term Bd F Com — Int/Div — Buy Rowe T Price Short Term Bd F Com — Sold (part) Rowe T Price Short Term Bd F Com — Sold (part) SSGA Fds Emerging Mkt — Int/Div — Buy SSGA Fds Emerging Mkt — Buy (add'l) T Rowe Price Intl Emerging Mkts — Int/Div — Buy T Rowe Price Intl Emerging Mkts — Sold T Rowe Price Intl Int] Bd Fd — Int/Div — Buy T Rowe Price Intl Int] Bd Fd — Sold (part) T Rowe Price Intl Int] Bd Fd — Sold (part) T Rowe Price Real Estate Fd — Int/Div — Buy T Rowe Price Real Estate Fd — Buy (add'l) T Rowe Price Real Estate Fd — Sold (part) Templeton Income Tr Global Bond — Int/Div — Buy Templeton Income Tr Global Bond — Buy (add'l) Thomburg Internt]l Value Inst — Int/Div — Buy Thomburg Internt]l Value Inst — Buy (add'l) Tumer Fds Midcap Fd Inst] C1 — None — Buy Tumer Fds Midcap Fd Inst] C1 — Sold (part) Tumer Fds Midcap Fd Inst] C1 — Sold Artio Fds — None — Buy Artio Fds — Buy (add'l) Artio Fds — Sold Artisan Fds Inc Mid Cap Value Fd — Int/Div — Buy ALPS Fund Services Brown Sm SEE — None — Buy ALPS Fund Services Brown Sm SEE — Buy (add'l) ALPS Fund Services Brown Sm SEE — Sold (part) Berwin Fd Inc. Com — Distribution — Buy Buffalo Fds Mid Cap Fd — None — Buy Buffalo Fds Mid Cap Fd — Buy (add'l) Buffalo Fds Mid Cap Fd — Buy Buffalo Fds Mid Cap Fd — Sold (part) Credit Suisse Funds Commodity — Iistnbution — Buy Credit Suisse Funds Commodity — Buy (add'l) Credit Suisse Funds Commodity — Buy (add'l) Credit Suisse Funds Commodity — Buy (add'l) Dodge & Cox Funds International Stock Fund — Int/Div — Buy Dodge & Cox Funds International Stock Fund — Buy (add'l) Dodge & Cox Funds International Stock Fund — Sold (part) Dodge & Cox Funds Stock Fund — Int/Div — Buy Dodge & Cox Funds Stock Fund — Buy (add'l) Dodge & Cox Funds Stock Fund — Buy (add'l) Harbor Fd Bd Fd Inst! — Int/Div — Buy Harbor Fd Bd Fd Inst! — Buy (add'l) Harbor Fd Bd Fd Inst! — Sold (part) Janus Perkins Mid Cp Viiny T — Int/Div — Buy Janus Short Term Bd T — Int/Div — Buy Janus Short Term Bd T — Sold (part) Janus Short Term Bd T — Sold (part) Jensen Quality Growth J — Int/Div — Buy Jensen Quality Growth J — Buy (add'l) Jensen Quality Growth J — Buy (add'l) Metropolitan West Total Return — Int/Div — Buy Metropolitan West Total Return — Buy (add'l) Metropolitan West Total Return — Sold (part) Northern FDS Small Cap Fd — Int/Div — Buy Northern FDS Small Cap Fd — Sold (part) Pimco Real Return FA C1 D — Int/Div — Buy Pimco Real Return FA C1 D — Sold (part) Pimco Real Return FA C1 D — Sold (part) Price T Rowe High Yield Fd Com — Int/Div — Buy Price T Rowe High Yield Fd Com — Buy (add'l) Price T Rowe High Yield Fd Com — Sold (part) Rowe T Price Equity Income F Sh Ben — Int/Div — Buy Rowe T Price Equity Income F Sh Ben — Buy (add'l) Rowe T Price Equity Income F Sh Ben — Buy (add'l) Rowe T Price New Am Growth F Sh — Int/Div — Buy Rowe T Price New Am Growth F Sh — Buy (add'l) Rowe T Price New Am Growth F Sh — Sold (part) Rowe T Price Short Term Bd F Com — Int/Div — Buy Rowe T Price Short Term Bd F Com — Sold (part) Rowe T Price Short Term Bd F Com — Sold (part) Royce Midcap Investments Cl — None — Buy Royce Midcap Investments Cl — Buy (add'l) Royce Midcap Investments Cl — Sold SSGA Fds Emerging Mkt — Int/Div — Buy T Rowe Price Intl Emerg Mkts Stk — Int/Div — Buy T Rowe Price Intl Emerg Mkts Stk — Buy (add'l) T Rowe Price Intl Emerg Mkts Stk — Buy (add'l) T Rowe Price Intl Int] Bd Fd — Int/Div — Buy T Rowe Price Intl Int] Bd Fd — Sold (part) T Rowe Price Intl Int] Bd Fd — Sold (part) T Rowe Real Estate Fd — Int/Div — Buy T Rowe Real Estate Fd — Sold (part) Templeton Income Tr Global Bond — Int/Div — Buy Thomburg Intent] Value Inst — Int/Div — Buy Thomburg Intent] Value Inst — Sold (part) Tumer FDS Midcap Fd Inst] C1 — None — Buy Tumer FDS Midcap Fd Inst] C1 — Buy (add'l) Tumer FDS Midcap Fd Inst] C1 — Sold (part) Director, Tannenwal Foundation Spouse's income — « US. Treasury Department - Retirement Annuity --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15261. Public record. Not legal advice.