Michael Walter Fitzgerald

2012Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 97

    investments

  • 1

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Federal Bar Association, Los Angeles Chapter
  • Corbin, Athey & Martinez LLP
  • Self-Employed Lawyer (01/01/2012 through 3/15/2012)

As filed

JPMorgan Mid Cap Val (FLMVX) — Int/Div

Bank of America -- Cash Accounts — Interest

Brokerage Account # (Pension) (H)

Aberdeen Emerging (ABEMX) — Int/Div — Buy (add'l)

Aberdeen Emerging (ABEMX) — Sold (part)

Aberdeen Emerging (ABEMX) — Sold (part)

Allianz AGIC Oppty (POFIX) (Y)

Artisan Intl Fund (ARTIX) — Int/Div — Buy (add'l)

Aston River Road (ARVIX) (X) — Int/Div — Buy (add'l)

Aston River Road (ARVIX) (X) — Buy (add'l)

Blackrock Eqty. Div, (MADVX) — Int/Div — Buy (add'l)

Cambiar Aggr Value (CAMAX) (X) — None — Buy

Cambiar Aggr Value (CAMAX) (X) — Sold

Dodge & Cox Intl Stock (DODVX) — Int/Div — Buy (add'l)

Fidelity Contrafund (FCNTX) — Int/Div — Buy (add'l)

Fidelity Contrafund (FCNTX) — Buy (add'l)

FMI Large Cap Fund (FMIHX) (X) — Int/Div — Buy (add'l)

FMI Large Cap Fund (FMIHX) (X) — Buy (add'l)

ICM Small Cap Co. (1CSCX) (Y)

ING Midcap Oppty Fd (NMCIX) (X) — Int/Div — Buy (add'l)

JPMorgan Strategic {JSOSX) (Y)

Looms Sayles Sm Cap (LSSIX) (X) — None

Mainstay Marketfield Fund (MFJ12) aka Marketfield Fund MFLDX — Int/Div — Buy (add'l)

Mainstay Marketfield Fund (MFJ12) aka Marketfield Fund MFLDX — Buy (add'l)

Morgan Stanley Mid (MPEGX) — None — Sold

Nuveen Tradewinds (NWGRX) (X) — None — Buy (add'l)

Nuveen Tradewinds (NWGRX) (X) — Sold

Oakmark Intl Sm Cap (OAKEX) — Int/Div — Buy (add'l)

Permanent Portfolio (PRPFX) — None — Buy (add'l)

Permanent Portfolio (PRPFX) — Sold

Rivemorth Core (RNCOX) — Int/Div — Buy (add'l)

RS Emre. Mkts Fund (RSENX) (Y)

Schwab Govt Money Fund (SWGXX) — Int/Div

Selected Amer. Shares (SLASX)(Y)

Touchstone Sm Cap (TSFYX) (X) — Int/Div

UBS AB Jersey 2040 (MLPI1) — Int/Div

Wasatch Emrg Mkt Sm (WAEMX) (X) — Int/Div — Buy

Brokerage Account # 2 (H)

Aberdeen Emerging (ABEMX) — Int/Div — Sold (part)

Aberdeen Emerging (ABEMX) — Sold (part)

Aberdeen Emerging (ABEMX) — Sold (part)

Aberdeen Emerging (ABEMX) — Sold (part)

Allianz AGIC Oppty (POFIX) (Y)

Artisan Intl Fund (ARTIX) — Int/Div — Sold (part)

Artisan Intl Fund (ARTIX) — Sold (part)

Artisan Intl Fund (ARTIX) — Sold (part)

Aston River Road (ARVIX) (X) — Int/Div — Sold (part)

Aston River Road (ARVIX) (X) — Sold (part)

Blackrock Eqty. Div. (MADVX) — Int/Div — Sold (part)

Blackrock Eqty. Div. (MADVX) — Sold (part)

Blackrock Eqty. Div. (MADVX) — Buy (add'l)

Blackrock Eqty. Div. (MADVX) — Sold (part)

Blackrock Eqty. Div. (MADVX) — Sold (part)

Cambiar Aggr Value (CAMAX) (X) — None — Buy

Cambiar Aggr Value (CAMAX) (X) — Sold

Center Coast MLP (CCUNX) (X) — Int/Div — Sold (part)

Dodge & Cox Intl Stock (DODVX) — Int/Div — Sold (part)

Fidelity Contrafund (FONTX — Int/Div — Sold (part)

Fidelity Contrafund (FONTX — Sold (part)

Fidelity Contrafund (FONTX — Buy (add'l)

Fidelity Contrafund (FONTX — Sold (part)

FMI Large Cap Fund (FMIHX) (X) — Int/Div — Sold (part)

FMI Large Cap Fund (FMIHX) (X) — Sold (part)

FMI Large Cap Fund (FMIHX) (X) — Buy (add'l)

FMI Large Cap Fund (FMIHX) (X) — Buy (add'l)

FMI Large Cap Fund (FMIHX) (X) — Sold (part)

FMI Large Cap Fund (FMIHX) (X) — Sold (part)

ICM Small Cap Co. (1ICSCX) (Y)

ING Midcap Oppty Fd (NMCIX) (X) — None — Buy

JPMorgan Mid Cap Val (FLMVX) — Int/Div — Sold (part)

JPMorgan Mid Cap Val (FLMVX) — Sold (part)

JPMorgan Strategic (JSOSX) (Y)

Looms Sayles Sm Cap (LSSIX) (X) — None — Sold (part)

Looms Sayles Sm Cap (LSSIX) (X) — Distribution — Sold (part)

Mainstay Marketfield Fund (MFJ1Z) aka Marketfield Fund MFLDX — Int/Div — Buy (add'l)

Mainstay Marketfield Fund (MFJ1Z) aka Marketfield Fund MFLDX — Sold (part)

Mainstay Marketfield Fund (MFJ1Z) aka Marketfield Fund MFLDX — Sold (part)

Merger Fund (MERFX) (Y)

Morgan Stanley Mid (MPEGX) — None — Sold (part)

Morgan Stanley Mid (MPEGX) — Sold

Oakmark Intl Sm Cap (OAKEX — Int/Div — Sold (part)

Oakmark Intl Sm Cap (OAKEX — Sold (part)

Oakmark Intl Sm Cap (OAKEX — Sold (part)

Permanent Portfolio (PRPFX) — None — Sold (part)

Permanent Portfolio (PRPFX) — Sold (part)

Permanent Portfolio (PRPFX) — Sold

Rivemorth Core (RNCOX) — Int/Div — Buy (add'l)

Rivemorth Core (RNCOX) — Sold (part)

Rivemorth Core (RNCOX) — Sold (part)

RS Emre. Mkts Fund (RSENX) (Y)

Schwab Amt TF MMF (SWFXX) — Int/Div

Selected Amer. Shares (SLASX)(Y)

Steelpath MLP Alpha (MLPOX) (Y)

Touchstone Sm Cap (TSFYX) (X) — Int/Div — Sold (part)

Touchstone Sm Cap (TSFYX) (X) — Sold (part)

Wasatch Emrg Mkt Sm (WAEMX) (X) — Int/Div — Buy

Wasatch Emrg Mkt Sm (WAEMX) (X) — Sold (part)

Director, Federal Bar Association, Los Angeles Chapter

Gift — Corbin, Athey & Martinez LLP — Judicial Robe — $818.00

Income — 2012 — Self-Employed Lawyer (01/01/2012 through 3/15/2012) — $109.313.20

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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