# Mark W. Bennett > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/18093 ## Record - **Judge:** Mark W. Bennett - **Year:** 2012 - **Pages:** 15 ## Text Non-IRA (Fidelity) ANTX — None Berkshire Hathaway — None FBR Focus Fund — None First Eagle Global Class C — None Invesco Intl. Small Co, — None Hennessey Focus Fund ** — None — from line 4) Permanent Portfolio — None Surcbeam Corp. — None Vanguard Index FDS — Int/Div Vanguard Specialized Portfolios ** WasatchUltra Growth — None — Sold Rollover IRA (Fidelity) Berkshire Hathaway — None — Buy Fidelity Cash Reserves — Int/Div Fidelity Real Estate Income — Int/Div First Eagle Global Class € — None — Sold (part) Iva Worldwide Fund — None — Sold (part) Iva Worldwide Fund — Sold (part) Iva Worldwide Fund — Sold (part) Iva Worldwide Fund — Sold (part) Leuthold Global Fund Retail Shares — Int/Div — Sold (part) Leuthold Global Fund Retail Shares — Sold (part) Leuthold Global Fund Retail Shares — Sold Oakmark Intemational Small Cap — Int/Div — Sold (part) Permanent Portfolio — Int/Div — Sold (part) T. Rowe Price PERSNL Strategy Blanced — None — Sold (part) T. Rowe Price PERSNL Strategy Blanced — Sold Wasatch Ultra Growth — None — Sold (part) Wasatch Ultra Growth — Sold Miscellaneous Holdings Jowa College Savings Account -- self - no control ** — None lowa College Savings Account . . no control ** — None CKG ACCT; Fidelity, Boston MA — Interest Wells Fargo Checking Account — Interest lowa/Nebraska State Bank Checking Account — Interest REINSURANCE AGREEMT; Ist Colony Life Ins. Co. — None Belcour Pension Invest V1 — None LMTD PTRSHIP; Riverfront Ass'n; Des Moines ** — None LMTD PTRSHIP-Shearson Senior Income Fund ** — None — Closed — -t LMTD PTRSHIP-Shearson Coast Savings - — None — Closed — -" LMTD PTRSHIP-Caryle Real Estate — None — Closed — - RESIDENTIAL LOT; Sioux City, 1A — None — Sold IRA Fidelity Amana Mutual Fund — None — Buy Amencan Century Mid Cap — Int/Div — Buy (add'l) Blackrock Energy & Resources ** — None — Sold BMO Small Cap — None — Sold Berkshire Hathaway Inc DEL CL B ** — None — Buy (add'l) Berkshire Hathaway Inc DEL CL B ** — Buy (add'l) Berkshire Hathaway Inc DEL CL B ** — Buy (add'l) Berkshire Hathaway Inc DEL CL B ** — Buy (add'l) Direxion Long/Short Global — None — Sold Fidelity Cash Reserves — Int/Div Fidelity Japan Smaller Co's — None — Buy Fidelity Real Fstate Income — Int/Div — Buy (add'l) Fidelity Real Fstate Income — Buy (add'l) Fidelity Select Energy — Int/Div — Buy First Eagle Global Class ** — None — Sold (part) First Eagle Global Class ** — Buy (add'l) First Eagle Global Class ** — Sold (part) First Eagle Global Class C — Int/Div Harbor International — Int/Div — Buy Harding Loevner Emerging MRKTS — None — Buy (add'l) Harding Loevner Emerging MRKTS — Buy (add'l) Harding Loevner Emerging MRKTS — Sold Hennessy Japan — None — Buy ING Russia Fund Class A ** — None — Sold (part) ING Russia Fund Class A ** — Sold Invesco International Small Co. CL — Int/Div — Sold (part) IShares S& P 100 Index Fund ** — Int/Div — Sold (part) IShares S& P 100 Index Fund ** — Sold (part) IShares S& P 100 Index Fund ** — Sold IShares S&P U.S. Preferred Stock ** — Int/Div — Sold (part) IShares S&P U.S. Preferred Stock ** — Sold IShares S&P GSCI Commodity ** — None IShares TR Dow Jones US Tech — None — Buy IShares TR Dow Jones US Tech — Sold (part) IShares TR Dow Jones US Tech — Buy (add'l) IShares TR Dow Jones US Tech — Sold (part) IShares TR Dow Jones US Tech — Sold IVA Worldwide Fund — Int/Div — Sold (part) Mainstray Marketficld Fund — None — Buy Market Vectors ** — None — Sold (part) Market Vectors ** — Buy (add'l) Market Vectors ** — Sold (part) Market Vectors ** — Sold (part) Market Vectors ** — Sold (part) Market Vectors ** — Buy (add'l) Market Vectors ** — Sold (part) Market Vectors ** — Buy (add'l) Market Vectors ** — Sold (part) Market Vectors ** — Sold Matthews China Fund — Int/Div Metzler Payden Euro Emerging Markets — None — Sold (part) Metzler Payden Euro Emerging Markets — Buy (add'l) Metzler Payden Euro Emerging Markets — Buy (add'l) Metzler Payden Euro Emerging Markets — Sold MFS Emerging Markets** — Int/Div Oakmark Equity & Income FD — Int/Div Permanent Portfolio ** — Int/Div Pimco All Asset Fund — Int/Div — Buy Proshares — None — Sold (part) Proshares — Buy (add'l) Proshares — Buy (add'l) Proshares — Sold (part) Proshares — Sold (part) Proshares — Buy (add'l) Proshares — Buy (add'l) Proshares — Buy (add'l) Proshares — Sold (part) Proshares — Buy (add'l) Proshares — Sold (part) Proshares — Buy (add'l) Proshares — Sold (part) Proshares — Buy (add'l) Proshares — Sold (part) Robeco Boston Priners — None Select Sector SPDR + — None — Buy (add'l) Select Sector SPDR + — Sold (part) Select Sector SPDR + — Sold TCW Emerging Markets — Int/Div — Buy Thornburg Investment Income Builder ** — Int/Div — Buy (add'l) Vanguard Inflation — Int/Div Wasatch Intemational Growth — Int/Div — Buy (add'l) Wasatch Long/Short Fund — None — Buy Wasatch Microcap — None — Sold Wasatch Ultra Growth — None — Sold (part) Wasatch Ultra Growth — Sold IRA Smith Bamey Berkshire Hathaway — None — Buy (add'l) Blackrock Global Fund — None — Sold Dreyfus Liquid Assets, Inc — None — Matured Ivy Asset Strategy Fund — None — Sold Ivy Global Natural Resources — None — Sold Select Sector SPDR — None — Buy (add'l) Templeton Global Bond Fund — None — Sold Reimbursement — NACDL — 1191.21 — Aspen, CO — NACDL Seminar — airfare, lodging, meals Reimbursement — Judicial Education Division of the linois Courts — 1.30-1.31 — Chicago, IL — Education Conference 2012 — airfare, lodging, meals Reimbursement — Drake University School of Law — 2,192.20 — Des Moines. IA — Co-teaching law class — mileage, lodging Reimbursement — Federal Judicial Center — 3.19-3.21 — Charlotte, NC — FIC Jury Workshop — airfare, lodging, meals Reimbursement — Seton Hall University School of Law — 326-320 — Newark, NJ — Visiting Jurist in Residence — airfare, lodging, meals Reimbursement — Judicial Education Division of the Ninos Courts — 4.16-4.17 — Chicago, IL — Education Conference 2012 — arfare, lodging, meals Reimbursement — Drake University Law School — 4.21 — Des Moines, [A — Co-teaching law class — mileage Reimbursement — Alaska Bar Association — 51.52 — Anchorage, AK — State Judges Conference Bar Convention — airfare, lodging, meals Reimbursement — & Employment Law Conference — Ny Awl] ST Reimbursement — Nevada Federal Public Defender's Office — 5.16-5.17 — Las Vegas — Nevada FPD — airfare, lodging, meals Reimbursement — Criminal Defeense Lawyers & ABA — Seminar on the Federal Sentencing Guidelines — ae w diame Ek ee Reimbursement — SCE « Fad A SRA i Ss Ea Brandeis Law School — Labor and Employment Law Institute — EL gy TY Yee Reimbursement — Arizona State Bar Association — 6.21-6.23 — Phoenix, AZ — Arizona State Bar Convention — airfare. lodging, meals Reimbursement — The Eisenhower Project — 9.30-10.1 — New Orleans, LA — American Judgs Annual Conference — airfare, lodging, meals Reimbursement — of Labor and Employment Law Confernece Reimbursement — Lowa State Bar Association — 12.13-12.14 — Des Moines, [A — Federal Practice Seminar — mileage, lodging Income — 2012 — Aspen Publishing — $4,200.00 Income — 2012 — Drake University Law School — $3.700.00 Income — 2012 — Seton Hall Law School — $2,500.00 Hennessey Focus Fund (line 7) was referred to in the 2011 report as FBR Focus Fund. There was a name change in 2012 Vanguard Specialized Portfolios (line 11) was completely sold in 2011, but inadvertantly left on the report In response to a letter of inquiry, the lowa College Savings account (line 34) includes a Moderate Growth Portfolio and an Aggresive Growth Portfolio. It is not age-based, In response to a letter of inquiry, the Towa College Savings acccount (line 35) includs 4 Moderate Growth Portfolio and an Aggressive Growth Portfolio. Tt is not age-based The Limited Partnerships (lines 41-43) were closed in 2012 but the filer does not remember the exact dates -- The filer also does not recall anyone else involved in the transactions, Blackrock Energy & Resources (line 50) rolled over from Smith Barney IRA on 3.21 Berkshire Hathaway (line 52) additional shares were rolled over from © Smith Barney IRA on 3.21 First Eagle Global Class 1 (line 62 ) rolled over from Smith Barney IRA on 3.21 ING Russia Fund Class A ( line 71 ) rolled over from Smith Barney IRA on 3.21 IShares S& P 100 Index Fund (line 74) rolled over from Smith Barney IRA on 3.21 Ishares S& P Preferred Stock (line 77) rolled over from Smith Bamey IRA on 3.21 Ishares S&P GSCI Commodity (line 79) was completely sold in 2011, but inadvertantly left on the report Market Vectors ETF (line 81) additional shares were rolled over from Smith Bamey IRA on 3.21 MFS Emerging Markets Fund (line 102) rolled over from Smith Barney IRA on 3.21 Permanent Portfolio (line 104) additional shares were rolled over from Smith Barney IRA on 3.21 Select Sector SPDR (line 122) rolled over from Smith Barney IRA on 3.21 Thomburg Investment Income Builder (line 126) rolled over from Smith Barney IRA on 3.21 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18093. Public record. Not legal advice.