# James G Welsh

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18400

## Record

- **Judge:** James G Welsh
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 15

## Text

Laytonsville Nursury Corp. (see part VIII, note Vii. 1) — None
P. Stadler & Sonns, Co. (see part VIII, note viz — None
Livia Properties II, LC (see part VIII note vViLY) — Rent
Community Bank — Interest
Fidelity {core cash acct) — Interest
AXP Amuity — Interest
Lutheran Brotherhood Life Ins. #1 — Int/Div
Lutheran Brothemood Life Ins #2 — Int/Div
Fidelity Advisors Int'l Discovery Cl (FAIDX) — Int/Div
Fidelity Diversified. Int'l (FDIVX) — Int/Div
Fidelity RE Invest (FRESX) — Int/Div
Fidelity Growth Co (FDGRX — Int/Div
Fidelity Low Priced Stock (FLPSX — None — Buy
same) — Sold
Fidelity Value (FDVLX) — Int/Div
Fidelity Municipal Money Market (FTEXX) — Interest
Fimm MMKT Inst C1IFNSXX) — Interest — Buy
same) — Buy (add'l)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
Aston T Small Cap (ATASX) — None — Sold
Acadian Emerg. Markets (AEMGX) — Int/Div
Artisan Small Cap Fund (ARTSX) — Int/Div — Buy
Wm Blair Int'l Growth (WBIGX) — Int/Div — Buy (add'l)
Causeway Intl Value Investor (CIVVX — Int/Div — Buy (add'l)
Credit Suisse (CRSOX) — Int/Div — Sold
same) — Buy
same) — Buy (add'l)
DWS Managed Muni Bond (SCMBX) — Interest — Sold (part)
same) — Sold (part)
EV Parametnc (EAEMX) — Int/Div — Buy
Harbor Int'l Admm (HRIX) — Int/Div
Oakmark (OAKMX) — Int/Div
JP Morgan US Equity (JUESX) — None — Sold
MFS Int] Value (MGIAX) — Int/Div — Buy
MFS Research Intl (MRSA X) — Int/Div — Sold (part)
MFS Va Muni Bond (MSLAX) — Interest — Buy (add'l)
same) — Sold (part)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Buy (add'l)
Morgan Stnley Glob. RE (MRLBX) — Int/Div
Northern Small Cap Value (NOSGX) — Int/Div — Buy (add'l)
same) — Sold (part)
Nuveen Va Muni Bond (FVATX) — Interest
Oppenheimer Intl Growth Class A (OIGAX) — Int/Div — Buy
Oppenhemmer Intl Bond Fund (OIBY X) — Interest — Sold (part)
Pru Jennison Mid Cap (PEEAX) — Int/Div — Buy (add'l)
same) — Buy (add'l)
same) — Buy (add'l)
RS Small Cap Growth (RSEGX) — Int/Div
CRM Mid Cap (CRMMX) — None
Vanguard Index (vug) — Int/Div — Buy
Fidelity Muni Income (FHIGX) — Int/Div — Buy
T Rowe Peice High Yield Adv (PAHIX) — None — Buy (add'l)
same) — Sold
T Rowe Price Tax Free Short Intl (PRFSX) — Interest
T Rowe Price Tax Free Short Intl (PRFSX) — Int/Div — Sold (part)
T Rowe Price Tax Free Short Intl (PRFSX) — Int/Div — Sold (part)
T Rowe Price Tax Free Short Intl (PRFSX) — Int/Div — Sold (part)
ishares TR Russell midcap index (IWR) — Int/Div — Buy
ishares TR Russell 1000 Value (1IWD) — Int/Div — Buy
same) — Buy (add'l)
ishares TR Tussell 1000 Growth Index (IWF) — Int/Div — Buy
same) — Buy (add'l)
same) — Sold (part)
shares TR Russell 1000 Index (IWB) — Int/Div — Buy (add'l)
shares TR Russell 1000 Index (IWB) — None — Sold
shares TR Russell 1000 Index (IWB) — None — Sold (part)
same) — Sold
same) — None — Sold
same) — Int/Div — Sold (part)
same) — Sold (part)
PCRIX — None — Buy
same) — Sold
SPDR S&P S00 ETF Trust (SPY) — Int/Div — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
Tenpleton Global Bond (TPINX) — Int/Div — Buy (add'l)
same) — Buy (add'l)
same) — None — Sold
same) — Int/Div — Sold (part)
Fidelity Money Market (FTEXX) — Interest
Strategic Adevisors Core (FCSAX) — Int/Div — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
Strategic Advisors Growth Fund (FSGFX) — Int/Div — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
Struegic Advisors Value (FVSAX — Int/Div — Sold (part)
same) — Sold (part)
Strategic Advisors Emerg Mkts (FSAMX) — Int/Div — Sold (part)
same) — Sold (part)
Strategic Advisors US Opportunity (FUSOX) — Int/Div — Sold (part)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
Strategic Advisors Sml-Mid Cap (FSCFX) — Int/Div — Sold (part)
same) — Sold (part)
same) — Sold (part)
Strategic Advisors Int'l (FILFX) — Int/Div — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
Fidelity Advisors Select Gold (FSAGX) — None — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
Arden Alt Strategies (ARDNX) — None — Buy
same) — Sold (part)
Merger Fund (MERFX) — Int/Div — Sold (part)
same) — Sold (part)
Fidelity Cap & Income (FAGIX) — None — Sold
Fidelity Short Term Bond (FSHBX) — Interest — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
Fidelity GMNA (FGMNX) — Interest — Sold (part)
Fidelity Total Bond (F1BFX) — Interest — Sold (part)
same) — Sold (part)
same) — Sold (part)
Strategic Advisors Short Duration (FAUDX) — Interest — Buy
same) — Buy (add'l)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
Strategic Advisors Core Income (FPCIX) — Interest — Sold (part)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
Strategic Advisors Incom Opportunites (FPIOX) — Interest — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
Pimco Total Return (PTRAX) — Interest — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
Pimco Short Term Admin (PSFAX) — Interest — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
Pimco Comm. Real Return (PCRRX) — Int/Div — Sold (part)
same) — Sold
Fidelity Cash Reserves (FDRXX) — Int/Div
Scorctary, sharcholder, Virgiia Registered Agent (see part VIL note 1.1), P. Stadler & Sons Company
Custodial accout for minor (see part VIII, note 1.3), Strong-Wells Fargo Fund
Agreement — 2004 — Livia Properties 11, LC operating agreement (see part VIII, note 11.1)
Liability — Home Town Bank — rental property loan
Liability — Community Bank — rental property -related loans
Liability — Community Bank — personal loan (credit hing)
1.1 A closely held business operated in DC metro area. Pursuant to long-standing agreement, the holders of voting shares (of which the undersigned is one), the

redemption value of each voting share has been conclusively established at a set dollar amount.

1.2 This is a closely held warchluse and industrial facility located in the Staunton, Virginia areca. The undersigned is not involved in the management or operation

of the site and owns a passive minority interest.

1.3 This is a small custodial account maintained for a minor

111 See note 1.2

VIL Laytonsville Nursery Corp. 1s a closely held private company. Its sole asset is a parcel of real estate situate in Montgomery County, MD and leased mn

part to P. Stadler & Sons Co. Without any discount either for the undersigned’s minority interest or the limitations on transferability, the undersigned's minority

interest has been valued based on the current assessed value of the real estate.

VI1.2 See note LI

VIL.3 See note 1.2. Valuation is based on the 2010 assessed value of the real estate and improvements.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18400. Public record. Not legal advice.
