# Amy Coney Barrett > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/18341 ## Record - **Judge:** Amy Coney Barrett - **Year:** 2018 - **Report type:** Annual - **Pages:** 12 ## Text Flagstar {formerly Wells Fargo) Cash Accounts — Int/Div Rental of Residence, South Bend, IN — Reat Brokerage Account #1 (H) Fidelity Dividend Growth — Int/Div Fidelity Trend — Int/Div Fidelity Money Market Fund — Int/Div Brokerage Account #2 (H) American Funds AMCAP F2 — Int/Div American Funds American Mutual Fund F2 — Int/Div Blackrock Global Long/Short Credit Institutional — Int/Div Securian Brokerage Money Market Account — Int/Div Dodge & Cox Income — Int/Div Franklin Mutual Global Discovery Fund: Class Z — Int/Div Oppenheimer Senior Floating Rate Fund — Int/Div PIMCO Funds Income Fund Institutional — Int/Div Principal Global Diversified Income Fund Class (P) — Int/Div Oppenheimer Steelpath MLP Select 40) Fund Class — Int/Div Templeton Global Bond Fund-Advisor Class — Int/Div Vanguard Specialized Portfolio REIT Index ADM — Int/Div PIMCO Short-term — Int/Div AMG Yacktman Fund Service Class — Int/Div Homestead Small-Company Stock Fund — Int/Div — Sold Loomis Strategic Income Fund-Y — Int/Div American Funds New Perspective Fund-F3 — Int/Div Oppenheimer Developing Markets Fund Y — Int/Div Oppenheimer Intemational Small Company — Int/Div Primecap Odyssey Funds Growth Fund — Int/Div T. Rowe Price Blue Chip Growth (formerly Rowe T. Price Blue Chip GWT) — Int/Div Lord Abbett Short Duration Income Fund Class F — Int/Div Blackrock Russell 2000 Small Cap Index institutional — None — Buy IRA #1 (H) American Funds New Perspective F2 — Int/Div — Sold (part) AMG Yacktman Fund Service Class — Int/Div Securian Brokerage Money Market Account — Int/Div Dodge & Cox Income — Int/Div — Buy Homestead Small-Company Stock Fund — Int/Div Loomis Strategic Income Fund — Int/Div — Sold (part) Franklin Mutual Global Discovery Fund- Class Z — Int/Div Oppenheimer Developing Markets Fund — Int/Div — Sold (part) PIMCO Funds Income FD P — Int/Div — Buy Principal Global Diversified Income Fund Class P — Int/Div T. Rowe Price Blue Chip Growth (formerly Rowe T. Price Blue Chip GW) — Int/Div — Sold (part) TCW Total Retum Bond — Int/Div — Sold Templeton Global Bond Fund-Advisor Class — Int/Div Vanguard Specialized Portfolio REIT Index ADM — Int/Div IRA £2 (HD) American Funds Capital Income Builder Class C — Int/Div Securian Brokerage Money Market Account — None IRA 43 (H) AMG River Road Small Cap Value Fund Class — Int/Div — Buy AQR Funds Managed Future Strategies — None Securian Brokerage Money Market Account — Int/Div Columbia Commodity Strategy Fund-R4 — Int/Div Dimond Hill Long-Short Fund Class — Int/Div Dodge & Cox International Stock Fund — Int/Div Fidelity Adv Intemational Growth — Int/Div FPA New Income Inc — Int/Div — Buy Hotchkis and Wiley Large-Cap Value Fund Class — Int/Div — Buy Homestead Value Fund — None — Sold Invesco Growth Ser. Inv. Conv. Sec. Fund Y — Int/Div Loomis Strategic Income Fund-Y — Int/Div Northem Small Cap Value Fund — None — Sold Oppenhemmer Developmg Markets Fund Y — Int/Div Primecap Odyssey Funds Growth Fund — Int/Div Principal High Yield (P) — Int/Div — Sold Prudential Global Real Estate Class 2 — Int/Div T. Rowe Price Blue Chip Growth (formerly Rowe T. Price Blue Chip GW1 — Int/Div — Sold (part) JP Morgan Small Cap Growth Fund-L — Int/Div Templeton Global Bond Fund-Advisor Class — Int/Div Victory Munder International Small-Cap Fund Class Y — Int/Div A03B)(H) Vanguard Institutional Tr. 2040 — Int/Div A0NK)(H) Fidelity Low Price Stock — Int/Div Vanguard Extended Market Index Fund Institutional Shares — Int/Div PIMCO Total Return Institutional Class — Int/Div Indiana 529 Plan #1 (H) U.S. Equity Index Portfolio — None Intemational Portfolio — None Bond Portfolio — None 529 Plan #2 (H) Louisiana Principal Protection Fund — Interest Vanguard Institutional Total Stock Market Index. Inst. Plus — Int/Div Indiana 529 Plan #3 (H) U.S. Equity Index Portfolio — None — Buy (add'l) International Portfolio (X) — None Bond Index Portfolio (X) — None ABLE Account (H) Aggressive Option (X) — Int/Div Adpunct Professor, L mversity of Notre Dame Law School Gift — LUmversity of Notre Dame Law School — Judicial Robe and Shipping — $570.27 Gift — University of Notre Dame Law School — Catering, Flowers, and Parking for Investiture Ceremony — $23,793.44 Reimbursement — Federalist Society. Washington DC — March 5-6, 2018 — New York, NY — Columbia Law School Educational — Transportation, Lodging, Meals Reimbursement — Federalist Society, } Washington DC — March 9-11, 2018 — Washington, DC — National Student Symposium — Transportation, Lodging, Meals Reimbursement — Federalist Society. Washington DC — March 17-18, 2018 — Hillsdale, M1 — Hillsdale College Educational — Transportation, Lodging, Meals Reimbursement — Harvard University — March 19-20, 2018 — Boston, Massachusetts — Ames Moot Court Competition — Transportation, Lodging, Meals Reimbursement — C ‘onference oh Habeas in Wartime Reimbursement — University of Notre Dame — June 2-5, 2018 — Seattle, WA — Hesburgh Lecture Educational — Transportation, Lodging, Meals Reimbursement — Federalist Society Washington, DC — September 26-28, 2018 — Palo Alto, CA — Stanford Law School Educational activity — Transportation, Lodging, Meals Reimbursement — George Mason University — October 3-4, 2018 — Arlington VA and Washmgton, DC — Scalia Tribute — Transportation, Lodging, Mcals Reimbursement — Diocese of Dallas. ~~ — General Assembly keynote address Reimbursement — University of Notre Dame — October 18-19, 2018 — Savannah, GA — Hesburgh Lecture Educational — Transportation, Lodging, Meals, Registration Reimbursement — Federahst Society, ) Washington DC — November 14-15, 018 — Washingon, DC — Federalist Society Lawyers Convention — Transportation, Lodgmg, Meals, Registration Reimbursement — Federalist Society. Washington DC — November 29-30, 2018 — New Haven, CT — Yale Law School Educational — Transportation, Lodging, Meals Income — 2018 — University of Notre Dame Law School, salary (See Part VIII) — S28.264 45.00 Spouse's income — 2018 — University of Notre Dame, salary Part 111 Line 1: My 2018 outside eared income was $214 45 over the statutory limit. The overage occurred because of my participation in the University of Notre Dame's continuing education program for alumni. I delivered three lectures that I thought were uncompensated. When | discovered that 1 had been paid (by direct deposit) and that the amount caused me to exceed the limit. | returned the excess $214.45 to the University of Notre Dame. Part VII Line I: Flagstar acquired the Wells Fargo bank branches containing the Cash Accounts. Line 2: My spouse rents out our residence for a limited number of nights per year. The value in Column C is the estimated value of the residence. There is an outstanding mortgage on the residence that is not listed in Part VI because it is the primary residence. The income from the rentals does not cover mortgage payments and upkeep costs, ‘Wal-Mart Stores Inc. Com (formerly listed on line 7) and Harbor International Fund (formerly listed on line 55) were sold after the end of the Nomination FDR dated 1/1/2016-4/25/2017 and before the beginning of the current Annual FDR covering 1/1/18-12/31/1K, Lines 11, 34, 48, and 52: The Securian Brokerage Money Market Accounts are holding accounts for cash in the accounts. Lines 54 and 56: Dismond Hill Long-Short Fund Class 1 (line 54) and Fidelity Adv International Growth fund (line 56) were bought after the Nomination FDR and before the current Annual FDR covering 2018. Lines 28, 42, and 67: Rowe T. Price Blue Chip Growth Blue Chip GW 1 (TBCIX) had a class conversion to T. Rowe Price Blue Chip Growth (TRBCX). Lines 71, 77, 84 and 88: The 403(b) account, the 529 accounts, and the ABLE account provide the market value of the investment vehicles in the accounts, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18341. Public record. Not legal advice.