# Peter Jo Messitte

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19735

## Record

- **Judge:** Peter Jo Messitte
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 10

## Text

Bank of America — Interest
Capital One Bank, Chevy Chase. MD — Interest
Sun Trust Bank, Chevy Chase MD — Interest
Old Line Bank. Greenbelt, MD — Interest — Part VII
PIM/RA (Wells Fargo) (same as #6 to £35) — Int/Div
PIM/IRA (Wells Fargo) — Distribution — Sold (part)
American Funds: Euro Pacific Growth Fund Cl A — Int/Div
Fed Eq Fds. Kaufman Large Cap Fd — Int/Div
Fed Eq Fds. Kaufman Large Cap Fd — Int/Div — Sold (part)
Royce Penn Mutual Fund — Int/Div
Blackrock Fds Int Gr. High Eq — Int/Div — Part VII
Amencan Funds Growth Fd of Am CIF2 — Int/Div
Henderson Global Fd Inc C1 — Int/Div — Part VII
Lord Abbett Dev Growth Fd C1 F — Int/Div
MFS Value FCI A — Int/Div
Oppenheimer Div Mkts Fd C1 Y FDS — Int/Div
Thomburg Inv Inc Bldr FA C1 — Int/Div
John Hancock Disc Val MDCP — Int/Div
John Hancock Disc Val MDCP — Int/Div — Sold (part)
Shares Core Emerg Mkts — Int/Div
Shares Core S&P 500) — Int/Div
1 Shares S&P Small Cap — Int/Div
First Trust Sabrient Small Cap. Growth — Int/Div
First Trust Sabrient Small Cap Growth — Int/Div — Buy
John Hancock Fds. Int. Growth — Int/Div
First Trust Dorsey Wright Rel — Int/Div — Buy
First Trust Dorsey Wright Rel — Int/Div — Redeemed
Baron Inv, Fds. Tr. Growth Fd — Int/Div
Mainstay Fds. Tax-Free Bd Fd C1 — Int/Div
Putnam Asset Alloc. Fd Dynamic Asset — Int/Div
Virtus Fds WCM Int Eq — Int/Div — Part VII
Virtus Assets Tr. Ceredex Mid-Cap Value — Int/Div — Part VII
Touchstone Strategic Tr Focused Fd Y — Int/Div
Stadion Inv. Tr. Tactical Growth Fd — Int/Div
Neuberger Berman Equity Inc. Fd — Int/Div
SM/IRA (Wells Fargo) (same as #37 to #45) — Int/Div
SM/IRA (Wells Fargo) — Int/Div — Sold (part)
Blackrock Fds Int. Gr. High Eq — Int/Div — Part VII
Fd Eq Fds. Kaufman Lge Cap Fd Inst C1 — Int/Div
Oppenheimer Dev. Mkts C1 Y FDS — Int/Div
First Trust Sabrient Bakers Dozen — Int/Div
Putnam Asset Alloc Fd Dynamic Ass — Int/Div
Shares Core Emerg Mkt — Int/Div
Shares Corp S&P 500 — Int/Div
Shares S&P Small Cap — Int/Div
SM/PIM (Wells Fargo) (same as 247 to #77) — Int/Div
Henderson Global Eq. Inc. Fd C1 1 — Int/Div — Sold
American Income Co. Fd. of America, F2 — Int/Div
Blackrock Fds Int Growth High Eq — Int/Div — Sold — Part VII
American Europacific Growth Fd F2 — Int/Div
American Funds Growth Fd. of Amer Class 4 — Int/Div
Amencan Fds. Inv. Co. of Amer C1 F2 — Int/Div
Lord Abbett Dev Growth Fd C1 — Int/Div — Part VII
MFS Value (MEX) — Int/Div
Ivesco Eq& Inc FAC Y — Int/Div
John Hancock Dis Val Mid Cap Fd — Int/Div
First Tr Dorsey Wright Rel — Int/Div — Sold — Part VII
Fd Eq. Fds Kaufman Lge Cap Fd. C1 1 — Int/Div
First Trust Sabrient Small Cap Growth — Int/Div
First Trust Subrient Small Cap Growth — Int/Div — Buy (add'l)
Baron Inv Fds Tr. Growth Fd — Int/Div
Mainstay Fds. Tax-Free BA Fd C1 — Int/Div — Sold
Putnam Asset Alloc Fd. Dynamic Asset — Int/Div
Virtus Ass. Tr. Ceredex Mid-Cap Val — Int/Div — Sold — Part VII
Touchstone Strategic Tr. Focused Fd Y — Int/Div
Stadion Inv. Tr. Tatical Growth Fd — Int/Div
Neuberger Berman Eq. Inc. Fds — Int/Div — Sold
Guggenheim Under-Valued Top Picks — Int/Div — Buy
Guggenheim Under-Valued Top Picks — Int/Div — Redeemed
First Tr Emerging Port Mkts - Strength — Int/Div — Redeemed
First Tr Euro Deep Value Div — Int/Div — Buy (add'l)
Shares Core Emerg MKts — Int/Div
Shares Core S&P 500 — Int/Div
1 Shares S&P Small Cap — Int/Div
First Trust Lg. Cap Core Alpha Dex — Int/Div — Buy
JP Morgan Global Alloc Fd — Int/Div — Buy
Transam Fds Int Equity — Int/Div — Buy
Maryland College Investment Plan #1 Portfolio 2021 (no control) — Interest
Maryland College Investment Plan #2 Portfolio 2021 (no control) — Interest
Maryland College Investment Plan #3 Portfolio 2021 (no control) — Interest — Sold (part)
Adpunct Professor of Law, American University Washimgton College of Law
Agreement — 100104 — Pension Plan - State of Maryland Judiciary
Reimbursement — Judiciary of Province of Misiones — 11908w 11/11/18 — Buenos Aires/Iguazu, Argentina — Lecture — Transportation, Hotel
Reimbursement — Argentine Assocrtion of g Constitutional Justice — 118190 11/17/19 — Buenos Aires, Argenting — Attend Convention & Meet Government Officials — I ransportation, Hotel, Meals
Income — 1231/18 — State of Marvland Judiciary - Pension Payments — $54,491.00
Income — 21231718 — Amencan University Washington College of Law - Teaching — S1O.000.00
Elaboration of Part VIII

#4 —— This bank account was opened with my own funds at the end of CY 2016. Tt was set up to cover unreimbursed international and pro bono activities. Ihave

used it so infrequently (c.g. one check drawn in CY 2018), that I forgot to include it in my 2016 and 2017 financial disclosure reports.

#11 «= Name changed from Blackrock US Funds Int. Growth | High Equity Inc. Fd from Blackrock US Opp Portfolio Fd1 (in 2017 report),

#13 —- Name changed to Henderson Global Inc. Fd. C1 1 from Henderson Int Opp Fd C1 W (in 2017 report).

#31 —- Name changed to Virtus Funds WOM Int. Eq. Fund C1 1 from Ridgeworth Fds, Int. Equity Fd (in 2017 report).

#32 -- Name changed to Virtus Assets Tr Ceredex Mid Cap Val Eq. C1 1 from Ridgeworth Fds. Ceredex Mid-Cap Value (in 2017 report).

#38 —- Name changed to Blackrock Funds Int. Growth | High Equity Inc. Fd from Blackrock US Opp Portfolio Fd (in 2017 report).

#49 = Name changed to Blackrock Funds Int Growth | High Equity Inc. Fd from Blackrock US Opp Portfolio Fd (in 2017 report).

#53 —- Should read "C1 I" instead of "C1 F."

#57 —- Mistakenly report as “Part” Sold in 2017. Asset was "All" Sold in 2017,

464 --- Name changed to Virtus Assets Tr Ceredex Mid-Cap Val Eq. C1 1 from Ridgeworth Fds Ceredex Mid-Cap Value (in 2017 report).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19735. Public record. Not legal advice.