# Loretta A. Preska > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/16529 ## Record - **Judge:** Loretta A. Preska - **Year:** 2012 - **Report type:** Annual - **Pages:** 11 ## Text JP Morgan Chase Bank — Interest H) Law Firm Retirement Account — Int/Div Fidelity Contrafund — Buy (add'l) Baron Growth Fund Fidelity Cash Reserves Royece Total Return Fund — Sold (part) Vanguard Midcap Index Fund Brown Bros Select Fund — Buy Law Firm Capital A/C and Int. in A/R — None Citibank Accounts — Interest M&T Bank Accounts — Interest H) Trust 2 10 — Int/Div Fidelity Municipal MMF MS Global Long Short Fund Templeton Global Fund Blackrock Global Fund Ivy Asset Strategy Fund — Sold (part) Vanguard LTD Term Tax Exempt Fund — Sold (part) Vanguard LTD Term Tax Exempt Fund — Sold SPDR Mid Cap 400 ETF — Sold (part) SPDR Mid Cap 400 ETF — Buy (add'l) SPDR Mid Cap 400 ETF — Sold (part) SPDR Mid Cap 400 ETF — Sold (part) Royce Total Return Fund — Sold (part) Royce Total Return Fund — Sold Royce Total Return Fund — Buy (add'l) Blackstone Equity Div Fund — Buy Blackstone Equity Div Fund — Buy Forrest City Investment Partners NYS Muni Bonds — Sold (part) NYS Muni Bonds — Buy (add'l) NYS Muni Bonds — Buy (add'l) FL Muni Bonds — Buy (add'l) FL Muni Bonds — Buy (add'l) TX Muni Bonds — Matured TX Muni Bonds — Buy (add'l) TX Muni Bonds — Buy (add'l) WA Muni Bonds — Buy (add'l) PA Muni Bonds IL Mum Bonds AL Muni Bonds — Buy (add'l) Integro Common Stock DE Muni Bonds NV Muni Bonds lromshore Common Stock BIOC LLC IA Muni Bonds — Buy NC Muni Bonds — Buy MA Muni Bonds — Buy S10. — Buy (add'l) OR Mum Bonds — Buy DC Mum Bonds — Buy Downtown Association Bond H)Trustz 11 — Int/Div S+P Midcap SPDRS — Sold (part) Fiudehlity Cash Reserves Templeton Global Fund Blackrock Equity Div Fund Vanguard LTD Tax Exempt Fund — Buy Westen Asset Govt MMF H)IRA #29 — Int/Div Fidelity Contrafund — Buy (add'l) Fidelity Contrafund — Buy (add'l) Fidelity Contrafund — Buy (add'l) Fudelity U.S. Gov't Reserves Baron Growth Fund — Sold Blackrock Global Allocation Fund Pimco Total Return Fund — Buy (add'l) Vanguard Midcap Fund SPDR Midcap 400 ETF — Sold (part) Am Growth Fund of America — Sold lvy Asset Strategy Fund Royce Total Return Fund — Sold Tweedy Browne Special Value Fund Spartan 500 Index Fund — Buy (add'l) Spartan 500 Index Fund — Sold Blackrock Equity Dividend Fund — Buy (add'l) JP Morgan LG Cap Growth Fund — Buy JP Morgan LG Cap Growth Fund — Buy (add'l) Brown Bros Core Select Fund — Buy Templeton Global Fund — Buy H)IRA = 10 — Int/Div SPDR Midcap 400 Fidelity U.S. Gov't Reserves Baron Growth Fund — Sold Am Growth Fund of America — Sold Tweedy Browne Global Value Fund Vanguard Midcap Index Fund Ivy Asset Strategy Fund — Buy (add'l) Fidelity Low Priced Stock Fund — Buy (add'l) Fidelity Low Priced Stock Fund — Sold (part) Blackrock Global Allocation Fund — Buy (add'l) Brown Bros Core Select Fund — Buy Brown Bros Core Select Fund — Buy (add'l) JP Morgan Lg Cap Growth Fund — Buy SPDR S&P Midcap ETF — Buy SPDR S&P Midcap ETF — Sold Blackrock Global Allocation Fund — Buy Blackrock Global Allocation Fund — Sold Vice-President, Fordham Law Alumni Association Co-Trustee/ Trustee, Trusts #4 Tand 11 Advisory Board, Federalist Society, New York Chapter Trustee, Fordham University Reimbursement — Onassis Foundation — May 23-27, 2012 — Athens, Greece — F'nal of Socrates — Lodging, food, travel Spouse's income — 2012 — Self Emploved Lawyer -- Page S, line 20. This asset was reported m my 2010 FDR at Ime 83 and was reported transferred to a non-reportable trust on 9/23/11 in Item VIII on page 9 of my FDR for 2011. In fact, that was only a partial transfer, so this asset again appears in Trust # 10 on this FDR. == Page 7, line 53 was acquired as of 07/30/10 but documentation was not located until 2012, = Trusts 6 and 7 (disclosed on my FDR for 2011 at lines 2-8 at page 4) are omitted this year (although Trust 7 1s reportred in Part I, line 2) because they have been established to receive proceeds of life insurance policies, the insured person is still living, and the trust has no asset valued at more than $1000 (other than the insurance policies) and thus, to that extent, they are "unfunded trusts”, -- The various municipal bonds und non-public investments reported on my FDR for 2011 ut lines 16, 17, 19, 21-28. 43, and 76 were transferred to Trust # 10 during 2012 and are thus now reported at lines 29 to 46, along with newly purchased mvestments that are held in that sume trust and thus are reported at lines 47 to 53. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16529. Public record. Not legal advice.