# Jonathan D. Gerber

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17132

## Record

- **Judge:** Jonathan D. Gerber
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 16

## Text

Gold Coms — None
Ing Annuity (X) — Distribution
Citibunk Checking — Interest
Citibank Money Market Checking — Interest
T.D. Ameritrade Muney Mkt — Int/Div
Alps Services Brown Cam Small Company Fund — Int/Div — Sold (part)
Alps Services Brown Cam Small Company Fund — Sold (part)
Alps Services Brown Cam Small Company Fund — Sold (part)
Alps Services Brown Cam Small Company Fund — Sold (part)
Alps Services Brown Cam Small Company Fund — Sold (part)
AQR Managed Futures Strategy Fund CL — Int/Div — Sold (part)
AQR Managed Futures Strategy Fund CL — Sold (part)
AQR Managed Futures Strategy Fund CL — Sold (part)
AQR Managed Futures Strategy Fund CL — Buy (add'l)
AQR Managed Futures Strategy Fund CL — Sold (part)
Artisan Fds Inc Mid Cap Value Fund — Int/Div — Sold (part)
Artisan Fds Inc Mid Cap Value Fund — Sold (part)
Artisan Fds Inc Mid Cap Value Fund — Buy (add'l)
Artisan Fds Inc Mid Cap Value Fund — Buy (add'l)
Berwyn Fund Inc Common — None — Sold (part)
Berwyn Fund Inc Common — Sold (part)
Berwyn Fund Inc Common — Sold
Blackrock Total Return — Int/Div — Buy (add'l)
Blackrock Total Return — Sold (part)
Blackrock Total Return — Sold (part)
Blackrock Total Return — Buy (add'l)
Blackrock Total Return — Sold (part)
Bridgeway Fund. Inc — Int/Div — Buy (add'l)
Bridgeway Fund. Inc — Sold (part)
Bridgeway Fund. Inc — Buy (add'l)
Bridgeway Fund. Inc — Sold (part)
Bridgeway Fund. Inc — Sold (part)
Buffalo Funds Mid Cap — Int/Div — Sold (part)
Buffalo Funds Mid Cap — Sold (part)
Buffalo Funds Mid Cap — Buy (add'l)
Buffalo Funds Mid Cap — Sold (part)
Buffalo Funds Mid Cap — Sold (part)
Dodge & Cox Fds Intermationall Stock Fund — Int/Div — Buy (add'l)
Dodge & Cox Fds Intermationall Stock Fund — Sold (part)
Dodge & Cox Fds Intermationall Stock Fund — Sold (part)
Dodge & Cox Fds Intermationall Stock Fund — Buy (add'l)
Dodge & Cox Fds Intermationall Stock Fund — Buy (add'l)
Dodge & Cox Funds Stock Fund — Int/Div — Sold (part)
Dodge & Cox Funds Stock Fund — Sold (part)
Dodge & Cox Funds Stock Fund — Sold (part)
Dodge & Cox Funds Stock Fund — Sold (part)
Dodge & Cox Funds Stock Fund — Buy (add'l)
Jensen Portfolio Inc Com — Int/Div — Buy (add'l)
Jensen Portfolio Inc Com — Sold (part)
S10. — Sold (part)
S10. — Sold (part)
S10. — Sold (part)
Metropolitan West Total Return Bond Fund — Int/Div — Sold (part)
Metropolitan West Total Return Bond Fund — Sold (part)
Metropolitan West Total Return Bond Fund — Buy (add'l)
Metropolitan West Total Return Bond Fund — Buy (add'l)
Metropolitan West Total Return Bond Fund — Sold (part)
Northern Funds Small Cap Fund — Int/Div — Sold (part)
Northern Funds Small Cap Fund — Sold (part)
Northern Funds Small Cap Fund — Buy (add'l)
Northern Funds Small Cap Fund — Buy (add'l)
Northern Funds Small Cap Fund — Buy (add'l)
Pimco Total Return — Int/Div — Buy
Pimco Total Return — Sold (part)
Pimco Total Return — Buy (add'l)
Pimco Total Return — Buy (add'l)
Pimco Total Return — Sold (part)
T Rowe Price Equity Income Fund Sh Ben Int — Int/Div — Sold (part)
T Rowe Price Equity Income Fund Sh Ben Int — Sold (part)
T Rowe Price Equity Income Fund Sh Ben Int — Buy (add'l)
T Rowe Price Equity Income Fund Sh Ben Int — Sold (part)
T Rowe Price Equity Income Fund Sh Ben Int — Buy (add'l)
SSGA Funds Emerging Market — None — Sold
T Rowe Price Blue Chip — Int/Div — Sold (part)
T Rowe Price Blue Chip — Sold (part)
T Rowe Price Blue Chip — Buy (add'l)
T Rowe Price Blue Chip — Sold (part)
T Rowe Price Blue Chip — Buy (add'l)
T. Rowe Price High Yield — Int/Div — Buy
T Rowe Price Intl Emerg Mkts Stk — Int/Div — Buy (add'l)
T Rowe Price Intl Emerg Mkts Stk — Sold (part)
T Rowe Price Intl Emerg Mkts Stk — Buy (add'l)
T Rowe Price Intl Emerg Mkts Stk — Buy (add'l)
Templeton Income Tr Global Bond Advisor — Int/Div — Buy (add'l)
Templeton Income Tr Global Bond Advisor — Sold (part)
Templeton Income Tr Global Bond Advisor — Buy (add'l)
Templeton Income Tr Global Bond Advisor — Buy (add'l)
Templeton Income Tr Global Bond Advisor — Sold (part)
Thomburg Intemnt] Value Inst — Int/Div — Sold (part)
Thomburg Intemnt] Value Inst — Sold (part)
Thomburg Intemnt] Value Inst — Sold (part)
Thomburg Intemnt] Value Inst — Sold (part)
Thomburg Intemnt] Value Inst — Buy (add'l)
Voya (formerly Ing) Global Fund Real Estate — Int/Div — Sold (part)
Voya (formerly Ing) Global Fund Real Estate — Sold (part)
Voya (formerly Ing) Global Fund Real Estate — Sold (part)
Voya (formerly Ing) Global Fund Real Estate — Buy (add'l)
Voya (formerly Ing) Global Fund Real Estate — Sold (part)
AQR Managed Futures Strategy Fund CL — Int/Div — Sold (part)
AQR Managed Futures Strategy Fund CL — Sold (part)
AQR Managed Futures Strategy Fund CL — Buy (add'l)
AQR Managed Futures Strategy Fund CL — Sold (part)
American Century Government Bond — Int/Div — Sold (part)
American Century Government Bond — Buy (add'l)
American Century Government Bond — Buy (add'l)
American Century Government Bond — Sold (part)
Artisan Funds Inc Mid Cap Value Fund — Int/Div — Sold (part)
Artisan Funds Inc Mid Cap Value Fund — Sold (part)
Artisan Funds Inc Mid Cap Value Fund — Sold (part)
Artisan Funds Inc Mid Cap Value Fund — Buy (add'l)
Blackrock Total Return — Int/Div — Buy (add'l)
Blackrock Total Return — Sold (part)
Blackrock Total Return — Buy (add'l)
Blackrock Total Return — Buy (add'l)
Bridgeway Blue Chip — Int/Div — Sold (part)
Bridgeway Blue Chip — Sold (part)
Bridgeway Blue Chip — Sold (part)
Bridgeway Blue Chip — Sold (part)
Dodge & Cox Funds Intemational Stock Fund — Int/Div — Buy (add'l)
Dodge & Cox Funds Intemational Stock Fund — Sold (part)
Dodge & Cox Funds Intemational Stock Fund — Sold (part)
Dodge & Cox Funds Intemational Stock Fund — Buy (add'l)
Dodge & Cox Funds Stock Fund — Int/Div — Sold (part)
Dodge & Cox Funds Stock Fund — Sold (part)
Dodge & Cox Funds Stock Fund — Sold (part)
Dodge & Cox Funds Stock Fund — Buy (add'l)
Janus Short Term Bond T — Int/Div — Sold (part)
Janus Short Term Bond T — Sold (part)
Janus Short Term Bond T — Sold (part)
Janus Short Term Bond T — Sold (part)
Jensen Quality Growth J — Int/Div — Sold (part)
Jensen Quality Growth J — Sold (part)
Jensen Quality Growth J — Sold (part)
Jensen Quality Growth J — Buy (add'l)
Metropolitan West Total Return — Int/Div — Buy (add'l)
Metropolitan West Total Return — Sold (part)
Metropolitan West Total Return — Buy (add'l)
Metropolitan West Total Return — Sold (part)
Northern FDS Small Cap Fund — Int/Div — Sold (part)
Northern FDS Small Cap Fund — Sold (part)
Northern FDS Small Cap Fund — Sold (part)
Northern FDS Small Cap Fund — Buy (add'l)
Pimco Real Return FA C1 D — Int/Div — Buy (add'l)
Pimco Real Return FA C1 D — Buy (add'l)
Pimco Real Return FA C1 D — Buy (add'l)
Pimco Real Return FA C1 D — Sold (part)
Pimco Total Return Fund Institutional — None — Sold
T Rowe Price High Yield Fund 1 Com — Int/Div — Buy (add'l)
T Rowe Price High Yield Fund 1 Com — Sold (part)
T Rowe Price High Yield Fund 1 Com — Sold (part)
T Rowe Price High Yield Fund 1 Com — Buy (add'l)
T Rowe Price Com Short Term Bond — Int/Div — Sold (part)
T Rowe Price Com Short Term Bond — Sold (part)
T Rowe Price Com Short Term Bond — Sold (part)
T Rowe Price Com Short Term Bond — Sold (part)
T Rowe Price Equity Income F Share Ben — Int/Div — Sold (part)
T Rowe Price Equity Income F Share Ben — Buy (add'l)
T Rowe Price Equity Income F Share Ben — Sold (part)
T Rowe Price Equity Income F Share Ben — Buy (add'l)
T Rowe Price Emerging Market Shares — Int/Div — Buy (add'l)
T Rowe Price Emerging Market Shares — Sold (part)
T Rowe Price Emerging Market Shares — Sold (part)
T Rowe Price Emerging Market Shares — Buy (add'l)
T Rowe Price Blue Chip Growth — Int/Div — Sold (part)
T Rowe Price Blue Chip Growth — Sold (part)
T Rowe Price Blue Chip Growth — Sold (part)
T Rowe Price Blue Chip Growth — Buy (add'l)
Templeton Income Tr Global Bond — Int/Div — Buy (add'l)
Templeton Income Tr Global Bond — Buy (add'l)
Templeton Income Tr Global Bond — Sold (part)
Templeton Income Tr Global Bond — Buy (add'l)

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17132. Public record. Not legal advice.