# Melvin S. Hoffman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17947

## Record

- **Judge:** Melvin S. Hoffman
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 20

## Text

Bank of America accounts — Interest
Brookline Bancorp stock — Int/Div
UBS Retirement Account- self directed IRA — Int/Div
money market account at UBS
Fidelity Advisor New Insights Cl A
Pimco All Asset Fund
Neuberger Berman Equity Inc C1 A
JP Morgan Mid Cap Value Fund Class A
Kealy Small Cap Value Fund Class A
Gateway Fund Class A
First Eagle Global Fund Class A
Apple
Johnson & Johnson
Merck
Staples Inc. (See Part VIII) — Sold
Time Wamer Cable
iShares Msci Emerging Markets Index Fund
iShares DJ Select Div Index Fund
Henderson Global Investors Int'l
FT Templeton Global Bond A
Loomis Sayles Strategic Inc A
Lord Abbet Floating Rate A
Pimco All Asset All Auth - A
Amencan Century IRA — Int
Amercian Century Balanced Fund
Amencan Century Strategic Alloc Fund
Amencan Century Utilities
Memil Lynch IRA — Int/Div
Amencan Inv. Co. of America Class A
American New Perspectives
Amencan Bond Fund of America Class A
Fidelity Select Consumer Staples A — Int
Fidelity Spartan 500 Index Fd (See Part Vi — Int/Div — Buy
Fidelity Spartan US Bond Index Fd (See Part VIII) — Int/Div — Buy
Fidelity Money Market Fund (See Part VIII) — Interest — Buy
State of Israel Bond — Int/Div
Wells Fargo Mutual Funds (Account ¥ 1) — Interest
Wells Fargo Money Market Fund (Part vin — Interest — Sold (part)
Invesco Global Real Estate Y — Int/Div
Blair William Int'l Growth Fund — hy — Sold
Dodge & Cox Int'l Stock Fund — Int/Div
Dreyfus Appreciation Fund — Int — Sold
Goldman Sachs Fin'l SquareTreasury Fund — Int/Div
John Hancock Global Absolute Return Fund — Int/Div
Highland Long/Short Equity Fund — Int/Div — Sold
Hotchkis & Wiley Diversified Value Fund — Int/Div
John Hancock Currency Strategies Fund — Int/Div — Sold
Lazard Emerging Mkts Port Inst'l Fund — Int/Div — Sold
Legg Mason Clearbndge Aggressive Growth Fund — Int/Div — Sold
Mamstay Marketfield Fund — Int./hv — Sold
Neuberger Berman Alternative Long Shot Fund — Int/Div — Sold
Blackrock Emerging Mkt Long/Short Equity Fund — Int/Div — Sold
Wells Fargo Emerging Growth Fund — Int/Div — Sold
Heartland Group Value Plus — Int/Div — Sold
Oppenheimer Dev. Mkts Fund — Int/Div
Pimco Pac Invst Commodity Real Retum Strat Fund — Int/Div
RS Invt Trust Value Fund — hy
T Rowe Price Mid-Cap Growth — Int/Div
Natixis ASG Managed Futures Strategy Fund — Int/Div
Fundadvantage TR Gotham Ab. Ret — Int — Buy
Eaton Vance Global Macro Ab. Ret — Int/Div — Buy
Harbor Funds Small Cap Value — Int/Div — Buy
Harbor Funds Cap Appreciation — Int/Div — Buy
Hotchkis & Wiley Diversified Val — Int/Div — Buy
JP Morgan US Large Cap Core Plus — hy — Buy
Amer Europacific Growth — Int/Div — Buy
Virtus Emerging Mkts Opportunities — Int/Div — Buy
Wells Fargo Brokerage Account #2 — Int/Div
Aercap Holdings NV — Int — Buy
Alanz SE-ADR AZSEY — Int/Div — Buy
Amercian Express Co. — Int/Div — Buy
Amnaly Capital Mgmnt Inc. REIT — Int/Div — Buy
Baxalta Inc — Int/Div — Buy
Baxter Int'l Inc — Int/Div — Buy
Bed Bath & Bevond Inc — Int/Div — Buy
Bridgestone Corp ADR LTD — Int/Div — Buy
BT Group PLC-ADR — Int/Div — Buy
Canadian Nat'l RY Co — Int/Div — Buy
Capgemini SA-ADR — Int/Div — Buy
Camival PLC-ADR — Int/Div — Buy
Check Pomt Software Tech Lid — Int/Div — Buy
Chevron Comp — Int/Div — Buy
China Eastern Arilines Lted — Int/Div — Buy
China Mobil Lud — Int/Div — Buy
Cisco Systems Inc — Int/Div — Buy
DBS Group Holdings — Int/Div — Buy
Diamond Offshore Drilling Inc — Int/Div — Buy
Ebay Inc — Int/Div — Buy
Energy Select Sectro SPDR — Int/Div — Buy
Exelon Corp, — Int/Div — Buy
Express Scripts Hldg Co — Int — Buy
Exxon Mobil Comp. — Int/Div — Buy
Franklin Resources Inc — Int/Div — Buy
Glaxosmithkline PLC - ADR — Int/Div — Buy
Hemeken NV — Int/Div — Buy
Honda Motor Ltd New American — Int/Div — Buy
lcom PLC — Int/Div — Buy
ITV PLC Unspons ADR — Int/Div — Buy
Johnson & Johnson — Int/Div — Buy
Kasikornbank Pub Co Ltd Unspons ADR — Int/Div — Buy
Kiddi Corp. Lnspons ADR — Int/Div — Buy
Keppel Ltd Spons. ADR — Int/Div — Buy
Korea Elec PWR Corp — Int/Div — Buy
Mack Cali Rlty Corp. REIT — Int/Div — Buy
Magna Int'l Inc. C1 A — Int/Div — Buy
Manulife Fin'l Corp — Int/Div — Buy
Medtronic PLC — Int/Div — Buy
Microsoft Corp. — Int./y — Buy
Mitsubishi Electric Corp. — Int/Div — Buy
Murata Mfrg ADR — Int/Div — Buy
Netease Inc — Int/Div — Buy
Nippon Telegraph & Tel Corp Spons ADR — Int/Div — Buy
NXP Semiconductor NV — Inv — Buy
Omix Corp. Spons ADR — Int/Div — Buy
Pandora A/S ADR — Int/Div — Buy
Pepsico Inc — Int/Div — Buy
Persimmon PLC Unspons ADR — Int/Div — Buy
PNC Fmancial Services Group — Int/Div — Buy
Procter & Gamble Co. — hy — Buy
PT Bank Madin Persero TBK — hy — Buy
Qualcomm Inc — Int/Div — Buy
Renault SA Unspons ADR — Int/Div — Buy
Roche Holdings LTD ADR — Int/Div — Buy
Ryanair Hidgs PLC — Int/Div — Buy
Shire PLC — Int/Div — Buy
SK Telecom Co LMT Spons ADR — Int/Div — Buy
SMC Corp. Japan Spons ADR — Int/Div — Buy
Sumitomo Mitsui Fin'l Group Ine — Int/Div — Buy
Suncor Energy Inc. New — Int/Div — Buy
Suntrust Banks Inc — Int — Buy
Tarwan Semiconductor Mfg Co Ltd ADR — Int/Div — Buy
Target Corp. — Int/Div — Buy
Tata Motors Ltd Spons ADR — Int/Div — Buy
Techtronic Indus Ltd Spons ADR — Int — Buy
Teva Pharmaceutical ADR Inds Lid — Int/Div — Buy
Toray Industries ADR — Int/Div — Buy
Torchmark Corp. — Int/Div — Buy
Toyota Motor Corp. ADR New 3/82 — Int/Div — Buy
Travelers Cos Inc — Int/Div — Buy
Unibail Rodamco SE — Int/Div — Buy
Unilever PLC — Int/Div — Buy
US Bancorp New — Int/Div — Buy
Valeo Spusr ADR — Int/Div — Buy
Validus Holdmgs Lid — Int/Div — Buy
Vestas Wind Systems Unspon ADR — Int/Div — Buy
Wabco Holdings Inc — Int/Div — Buy
Walmart Stores Inc — Int/Div — Buy
Wells Fargo Co — Int/Div — Buy
WH Group Ltd Unspos ADR — Int/Div — Buy
Whole Foods Market Inc — Int/Div — Buy
WIPRO Lud ADR — Int/Div — Buy
YY Inc ADS RESTG Com CI A — Int. — Buy
Zunich Ins. Group ADR — Int/Div — Buy
Deutsche Secs Tr Enhanced Commod Strat Fd Inst! C1 — Int/Div — Buy
Deutsche Secs TR Global Real Est Secs Fd Inst! C1 — Int/Div — Buy
William Blair FDS Small Cap Growth C1 1 — Int/Div — Buy
Oppenheiber Dev MKTS C1Y — Int/Div — Buy
JP Morgan TR 11 Large Cap Growth Select Cl — Int/Div — Buy
Touchstone Inst] Fds TR Sands Cap Inst! Growth Fd — Int/Div — Buy
Victory Sycamore Small Co Oppty Fd C1 1 — Int/Div — Buy
Wells Fargo Brokerage Account #3 (See Part VII) — Int/Div
Agrium Inc — Int/Div — Buy
Altria Group Inc — Int/Div — Buy
American Express Co — Int/Div — Buy
Amgen Inc — Int/Div — Buy
Apple Inc — Int/Div — Buy
CH Robmson Worldwide Inc — Int/Div — Buy
Capital One Financial Corp — Int/Div — Buy
CBS Corp. C1B — Int/Div — Buy
Cisco Systems Inc — Int/Div — Buy
Citigroup Inc. New — Int/Div — Buy
Coca Cola Enterprises — Int/Div — Buy
Costco Whsl Corp New — Int/Div — Buy
Delphi Automotive PLC — Int/Div — Buy
Delta Airlines Inc. New — Int — Buy
Eastman Chemical Co — Int/Div — Buy
Exxon Mobil Corp — hy — Buy
Fifth Third Bancorp — Int/Div — Buy
Gamestop Corp Class A — Int/Div — Buy
Gilead Sciences Inc — Int/Div — Buy
Harley Davidson Inc — Int/Div — Buy
Hewlett Packard Enterprise Co — Int/Div — Buy
Home Depot Inc — Int/Div — Buy
HP Inc — Int/Div — Buy
Intel Corp. — Int/Div — Buy
International Paper Co. — Int/Div — Buy
JP Morgan Chase & Co — Int/Div — Buy
Maxim Integrated Prods Inc — Int/Div — Buy
Medtronic PLC — Int/Div — Buy
Metlife Inc — Int./y — Buy
Microsoft Corp. — Int/Div — Buy
Pentair PLC — Int/Div — Buy
Pfizer Inc — Int/Div — Buy
Phillips 66 — Int/Div — Buy
Pitney Bowes Inc — Int/Div — Buy
Qualcomm Inc — Int/Div — Buy
Quest Diagnostices Inc — Int/Div — Buy
Robert Half Int'l Inc — Int/Div — Buy
Ross Stores Inc (Calif) — Int/Div — Buy
St. Jude Medical Inc — Int/Div — Buy
Tyson Foods Inc. Cl A — Int/Div — Buy
Union Pacific Corp — hy — Buy
United Technologies Corp — Int/Div — Buy
Verizon Communications — Int/Div — Buy
Western Digital Corp — Int/Div — Buy
Whirlpool Corp — Int/Div — Buy
3M Co. — Ine — Buy
Inherited IRA Wells Fargo (See Part VIII) — Int/Div
Amer. Centy Mutual Funds Heritage Fd C1 A
lvy Value FA CI A
MONY whole life insurance — Ine
Rental property Brewster MA ($335,000 2002) (See Part VIII — Reat — Sold
Rental property Brookline MA ($465,000 tax asses. 2016) — Rent
Morgan Stanley IRA Rollover (See Part VII — Int/Div
Morgan Stanley Money Market Acct
Gugenheim S&P S00 Equ Weight
SPDR S&P Dividend
Vanguard Mid-Cap ETF Index
Vanguard S&P 500 Growth ETF
Doublelme Core Fixed Income 1 — Buy (add'l)
Amencan Europacific Gowth F
Amencan Growth Fund of American Fi
American Washington Mutual F
First Eagle Global
lva Worldwide
lvy Asset Stragegy
Merger Fund — Sold
Neuberger Berman Genesis TR
Pimco All Asset All Auth P — Sold
Pimco Total Return — Sold
Pimco Income P
Pioneer High Yield Y
Loomis Sayles Bond Inst. Fund — Sold
Permanent Portfolio Inc — Sold
Pioneer Dynamic Credit
Pioneer Flexible Oppty (See Part VIII)
Mamstay Unconstraimed Bond — Sold
Pioneer Strategic Income Y
Wells Fargo Adv Absolut Ret Adm — Buy
Gugenheim Limited Duration — Buy
AQR Long-Shorty Eq Inst — Buy
AQR Style Prema Alt — Buy
SPDR Doubleline Tr Tact ETF — Buy
Loomis Sayles Strategic Inc Y — Buy
Loomis Sayles Core Plus Bd Y — Buy
Memil Lynch IRA (See Part VIII) — Interest
TIAA-CREF Retirement Plan — Int/Div
TIAA-CREF Tradl Fund — Int/Div
REF Stock Fund — Int./y
Real Estate Fund — Int/Div
Fidelity Retirement Account (See Part VIII — hy
Fidelity Freedom K 2015
Fidelity Low Priced Stk
FMMT Retire Gov 11
Liability — PNC Bank (see Part VI line 212) — Mortgage Brewster, Mass rental property
Spouse's income — 2015 — Tufts Universtiy salary
Part VIL Investments and Trusts

Line 15. Proceeds of Staples stock deposited into UBS money market account.

Line 33. Purchased with proceeds of sale of Brewster property (See Part VII line 212),

Line 34. Purchased with proceeds of sule of Brewster property (See Part VII line 212).

Line 35. Purchased with proceeds of sale of Brewster property (See Part VII line 212).

Line 38. Proceeds used to open Wells Fargo Brokerage Account #2. (See Part VII line 68).

Line 161: Purchased with proceeds from inheritance from the estate of deceased parent.

Line 208: Inherited upon death of parent. Received 9/30/14, Inadvertently omitted from 2014 financial disclosure.

Line 212: Sale proceeds deposited in Fidelity accounts (see Part VII lines 33-35).

Line 236: Converted from Pioneer Multi Asset Real Estate.

Line 246: Converted from Bank of America IRA CD.

Line 251: Spouse's retirement account inadvertently omitted from prior financial disclosures,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17947. Public record. Not legal advice.
