# Marilyn D Go > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19505 ## Record - **Judge:** Marilyn D Go - **Year:** 2018 - **Report type:** Final - **Pages:** 14 ## Text CMA at Citibank, N.A — Interest Muarathan Petroleum (merger/acquisition with Andeavor) (common stock) — Int/Div — note 1. Section VIII Brokerage Account 21 (IRA - stock) Bristol Myers Squibb Co. (common shares in IRA) — Int/Div ChevronTexaco Corp. (common stock in IRA) — Int/Div Exxon Mobil Corp. {common stock in IRA) — Int/Div A Frontier Communications Corp. (common stock) — Int/Div Hawaiian Electric Industries Inc. (common stock in IRA) — Int/Div Hewlett Packard Enterprise {common stock in IRA) — Int/Div HP Inc. (common stock in IRA) — Int/Div Microsoft (common stock m IRA) — Int/Div Raytheon (common stock m IRA) — Int/Div Vernzon Communications (common stock m IRA) — Int/Div Morgan Stanley Private Bank Deposit Prog (for uninvested funds in IRA) — Interest New Combined Account (previously Brokerage Acct, #2 and #3 Alliancebernstein Holding L.P. (common stock) — Distribution — Sold AT&T (common stock) — Int/Div Becton Dickemson & Co. (common stock) — Int/Div Blackstone Group LP {common stock ) — Int/Div — Sold Boeing (common stock) — Int/Div Bristol Myers Squibb Co. (common stock) — Int/Div Chevron Corp. {common stock) — Int/Div Church & Dwight Co Inc. (common stock) — Int/Div — Sold Exxon Mobil Corp. (common stock) — Int/Div Glaxosmithkline PLC ADR (common stock) — Int/Div Hawaiian Electric Indusctries, Inc. (common stock) — Int/Div Intel (common stock) — Int/Div KKR & Co LP (common stock) — Int/Div — Sold Lockheed Martin Corp. (common stock) — Int/Div Lvondellbasell NV Cl-A(common stock) — Distribution — Sold Merck & Co. Inc. New (common stock) — Int/Div Pepsico Inc NC (common stock) — Int/Div — Sold Phizer Inc. (common stock) — Int/Div PPG Inductries Inc. (common stock) — Int/Div Pruinesky Rty Ltd (PREKF) — Int/Div — Sold Quality Care Properties Inc. (OCP) — Int/Div — Sold Unilever NV NY Sh New (common stock in IRA) — Int/Div Verizon Communications (common stock in IRA) — Int/Div Walt Disney Co Holdg Co (common stock in IRA) — Int/Div Wells Fargo & Co. New (common stock in IRA) — Int/Div Morgan Stanley Bank Deposit Prog (for uninvested fds in KEOGH) — Int/Div Apple Inc. (common stock) — Int/Div American Electric Power Co, Inc. {common stock) — Int/Div Canadian Natural Resources Ltd. (common stock) — Int/Div Chubb Corp. (common stock 1in KEOGH) — Int/Div Conoco Phillips (common stock in KEOGH ) — Int/Div Con Edison Inc. (common stock) — Int/Div Enterprise Products Prins LP (EPD) — Int/Div HCP Inc. (New) (common stock) — Int/Div — Sold J.P. Morgan Chase & Co. {common stock) — Int/Div Johnson & Johnson (stock) — Int/Div McDonalds Corp. {common stock) — Int/Div Nextera Energy (common stock in KEOGH) — Int/Div Oracle (common stock in KEOGH) — Int/Div Royal Dutch PTLM (NY registrty shares in KEOGH) — Int/Div Schlumberger Ltd. (stock in KEOGH) — Int/Div Transocean Ltd (RIG) — None — Sold Welltower Inc. (common stock m KEOGH) — Int/Div PDR Servs. LLC: SPDR Dow Jones Indl Avg ETF (equity portfol) — Int/Div Barclays Glob Fd Advisrs: Shares TR Dow Jones Sel Div Ind — Int Barclays Global Fd Advisrs: 1SharesRussell 2000 Index Fd — Int/Div PDR Services LLC: SPDR S&P ETF Trust {equity portfolio) — Int/Div Bridge Debt Il International Funds — Distribution — Buy (add'l) — note 2, Part VII Bridge Office International Funds — Distribution — Buy — note 3, Part VII End of New Combmed Account Nanox Imaging Lid — None — note 4, Pt. VII Stone Israventures LLC — None Softbank Technology Ventures, L.P (limited ptoership int.) — None rental income from unit in Kings County. New York — Rent Brokerage Account #4 (IRA mutual funds) American Funds: American Fds Growth Fund of America (IRA) — Int/Div American Funds: American Fds Growth Fund of America (IRA) — Int/Div Blackrock Inc.: Blackrock Equity Dividend Fund — Int/Div Columbia Management Funds: Columbia Acorn Fund Class A (IRA) — Int/Div Federated Funds: Federated Kaufman Fund Class A (IRA) — Int/Div First Eagle Funds: First Eagle Global Fund Class A (IRA) — Int/Div Loomis Sayles Funds: Loomis Sayles Bd Fd Class Retail (IRA) — Int/Div MFS: MFS Bond Fund A (IRA) — Int/Div MFS: MFS Research Fund Class A (IRA) — Int/Div Parnassus Investments: Parnasus Equity Income Fund — Int/Div Pimco Funds: Pimco Real Return Fund Class A (IRA) — Int/Div Royce Special Equity Fund (IRA) — Int/Div Victory Capital Management Inc: Victory Estab. Value Fund — Int/Div Virtus Funds: Virtus Multisector Short Term Bond Fun (IRA) — Int/Div end of Account #4 — None Account 25 (closed 2016) Account £6 (college fund) American Funds : AMCAP FUND A {college trust fund) — Int/Div — Sold (part) — note 5, Part VII American Funds : AMCAP FUND CLASS 529C (college trust fund) — None — with line 88) — note S& 6, Part vi American Funds : American Mutual Fund Class 529C — Int/Div — Sold (part) — note 5, Part VIII American Funds: Capital World Growth & Income WGI A — None — Sold (part) — note 5, Part VII American Funds: Cap Wrld Grwth & Inc (coll trust fd) — None — with lme 91) — note 5 & 6, Part vil American Funds : EuroPac Growth Fund of America Class $29C — Int/Div — Sold (part) — note 5, Part VII American Funds: Washington Mutual Investors WMIF A — Int/Div — Sold (part) — note 5, Part VIII American Funds: Washington Mut Investrs Fd {college tr fd) — None — with line 94) — note 5 & 6, Part vi American Funds: The Income Fd of Amer IFA A (college tr fd) — Int/Div — Sold (part) — note 5, Part VII American Funds: Income Fund of America IFAC — None — with lime 96) — note 5 & 6, Part vil American Funds: Bond Fund of America BFA A — Int/Div — Sold (part) — note 5. Part VII American Funds: The Bond Fund of Amer (college tr fd) — Int/Div — Sold (part) — note 5, Part VII American Fds: Grwth Fd of Amer cl 529c¢ {collge trust fd) — Int/Div — Sold (part) — note 5, Part VII Account #7 American Century Inv. : Centuury Heritage Funds — Int/Div American Funds: Growth Fund of America Class F — Int/Div Dreyfus: Dreyfus Small Company Value Fund — Int/Div First Eagle: FE Overseas Funds — Int/Div Franklin Templeton Investments: FT Mut Glob Discv FACIA — Int/Div GAMCO Investors: Gabelli Equity Inv Fund C1 A — Int/Div MFS: MFS Value Fund Class A — Int./y Oppenheimer Funds: Oppenheimer Dey Mrkis Fd Cl A — Int/Div Royce: Royee Special Equity Fund — Int/Div Virtus Funds: Virtus Contrarian Val Fund CI 1 — Int/Div Virtus Funds: Virtus Multi-Sector Short Term Bd Fund C1 — Int/Div WellsFargo: WF Ad vantage Growth Fund — Inv Baring Global Credit Inc Opp Fund Class A. formerly Babson GI Cred 10F — Int/Div Baring Global Floating Rate Fund Class A, formerly Babson Glob Fl Rt — Int/Div John Hancock: John Hancock NY Tux Exmpt Fd CI A — None JP MorganStrategic Inc. Fund — Int/Div Looms Sayles Strategic Income Fund Class A — Int/Div Lord Abbett Total Return Fund Class A — hy Pimco Funds: Pimco Real Return Fd C1 A — None BlackRock Funds: Blackrock Glob Alloctn Fdlnc A — Int/Div Yacktman Asset Mgt: Yacktman Fund Service — Int/Div UBS Bank USA Deposit Acct (for uninvested funds) — Int/Div end of account #7 Chase Bank accounts — Interest Account £ 8 (retirement fund) Guggenheim Investments: Guggenheim Macro Opportunities Fund 1 — Int/Div Vanguard Group, Inc.: Vanguard S00 Index Fund Admiral Series — Int/Div end of account #8 PowerMat Ltd — None Wellsense, Inc., formerly Enhanced Surface Dynamics Ine. — None — Buy (add'l) — note 6, Part VIII Account 29 (Roth IRA I) SPDR S&P 500 ETF (SPY) in Morgan Stanley Roth IRA — Int/Div Morgan Stanley Bank, NA — Interest end of account 29 Ad Hoc Investors LLC — None Account 210 (Roth IRA II) SPDR S&P 500 ETF (SPY) in Morgan Stanley Roth IRA — Int/Div Morgan Stanley Bank, N.A — Interest end of account #10 Mt Auburn IstaVet L.L.C — None Espro Information Technology — None QinFlo a/k/a Quality in Flo — None — Buy — placement Blu Box — None — Buy — placement Spouse's income — 010/2018 — Self-employed lawyer in private practice 1. Part VII line 2. In April 2018, Marathon Petroleum Corp. entered into a merger agreement with Andeavor to acquire all of Andeavor’s outstanding shares and completed acquisition of the shares betweem 10/4/2018 and 10/10/2018, 2. Part VIL, line 63 (Bridge Debt 11 International Funds). | have corrected the name of the fund to Bridge Debt II International Funds. An additional capital call in 2018 was made on 2/27/2017, as reported. The amount reported for distributions reflect the aggregate amount of three distributions of income made in 2018 through 107172018, 3. Part VIL, line 64 (Bridge Office 1 International Funds). The Bridge Office International Funds is a real estate investment partnership run by Bridge Investment Group Funds. A second capital call was made on 9/14/2018, in addition to the call reported as a purchase on 7/12/2018. The amounts reported reflect the aggregate amount of the two capital calls made in 2018 through 10/17/2018, and as well as the aggregate amount of two distributions of income. 4. Part VII, line 66 (Nanox Imaging Ltd.) As previously reported, interests in Nanox are held in three separate brokerage accounts, two of which are for separate trusts. The amount reported is for the combined value of the investments based on the amount of the investment. 5. Part VIL, lines 88-100. These are mutual funds held in a college savings plan administered by American Funds. In July 2017, there were partial sales of each of these funds pro rata of approximately $28,000 in the aggregate. The reported amount is the value of the sales and gains for each fund. All of the individual sale transactions involved amounts within value code "J." The gains were determined based on the total contributions made at the time of sale, rather than on 4 FIFO method, because the contributions into the funds have been made over an extended period of time. 6. Part VII, lines 89, 92, 95, 97. As discussed in the report of 5/30/2018, these mutual funds held in a college savings plan are Class C funds which, pursuant to a policy of American Funds, automatically convert into Class A funds before their 10th anniversary. These four funds converted into class A funds in January 2018, I have categorized the conversion of all of these Class C to Class A funds as having been merged into the corresponding Class A funds reported on lines 88, 91, 94 and 96, respectively. 7. Part VIL line 131. (Wellsense, Inc.) As previously reported, interests are held in three separate brokerage accounts, two of which are for separate trusts. The amounts reported are for the combined values of the investments. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19505. Public record. Not legal advice.