# Kathleen McDonald O'Malley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19825

## Record

- **Judge:** Kathleen McDonald O'Malley
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 12

## Text

Castle Harlan Affiliates IV-A. LLP — istmbution
Citibank (cash) — Interest
Castle Harlan Partners V, LLP — None
CHP V Affiliates AIV, LP — Distribution
Mid-Atlantic Fund of Funds II. LP — None
AE! Alien Series B Inv 11, LLC — None
Sun Basket, Inc — None
Covington & Burling Partnership LLP — Int/Div
Advanced Battery Concepts, LLC — None
Cloud? Charts, Inc — None
Lois Kitchen LLC — None
Lois Wine Bar (note) — Interest
Rembrandt Partners IV, LP — Int/Div — Buy (add'l)
Empire Residential Communities Fund 1V LLC — Distribution — Buy
Lyi. Inc — None — Buy
Uber Tech — None — Buy
OPAC Famous LLC — None — Buy
IRA 21 (H)
Schwab Bank (cash) — Interest — Open
Schwab Adv Cash Reserve Prem. (SWZXX) — Interest — Redeemed
Baird Aggregate Bond Inst Fund (BAGIX) — Int/Div
Dodge & Cox Int'l Stock Fund (DODFX) — Int/Div
Hotchkis & Wiley Hi Yield (HWHIX) — Int/Div
Pimco Emerging Local Bond Fund (PELBX) — Int/Div
Pimco Foreign Bond Fund (PFORX) — Int/Div
Vangaurd Inflation Protected Securities VIPSX) — Int/Div
Wells Fargo Advtg Int'l Fund (ESICX) — None
American Fund Europacific Growth (AFGFX) — Int/Div
Cohen & Steers Realty Shares (CSRSX) — Int/Div
DFA Emerging Mkt Value Portfolio (DFEVX) — Int/Div
Dodge & Cox Income Fund (DODIX) — Int/Div
Steelpath MLP Select 40 (OSPSX) — Int/Div
Pimco Comm Real Estate Return (PCRIX) — Int/Div
Ishares Trust S&P S00 Index (IVV) — Int/Div
Vanguard Small Cap Fund (VB) — Int/Div
400k (H)
Dodge & Cox Stock (DODGX) — None
JP Morgan Large Cap R6 (JLGMX) — None
American Beacon Small Cap Val Inst (AVFIX) — None
Janus Enterprises N (JOMNX) — None
Lazard Emerging Market Equi (LZEMX) Equity os — None
Oakmark Intemational 1 {OAKIX) — None
Metropolitan West Total Return Bond IMWTRYX) — None
Schwab Covington Burlington Pooled Stable Value Fund — None
Brokerage Account #1 (H)
Schwab Bank Accounts (cash) — Interest — Open
Schwab Advance Cash Reserve Premium (SWZXX) — Int/Div — Sold (part)
Schwab Advance Cash Reserve Premium (SWZXX) — Redeemed
Baird Inter Muni (BMBIX) — Interest — Buy (add'l)
Baird Inter Muni (BMBIX) — Sold (part)
Baird Inter Muni (BMBIX) — Sold (part)
Goldman Sachs Emerging Markets Debt Fund (GSDIX) — Int/Div — Buy (add'l)
Goldman Sachs Emerging Markets Debt Fund (GSDIX) — Sold (part)
Hotchkis & Wiley Hi Yield (HWHIX) — Int/Div — Buy (add'l)
Pimco Foreign Bond Fund (PFORX) — Int/Div — Buy (add'l)
Pimco Foreign Bond Fund (PFORX) — Sold (part)
Pimco Foreign Bond Fund (PFORX) — Sold
Vang Inflation Protected (VIPSX) — Int/Div — Buy (add'l)
Vang St Exempt Fund (VWSTX) — Int/Div — Buy (add'l)
Vang St Exempt Fund (VWSTX) — Sold (part)
Wells Fargo Adv Int'l (ESICX) — None — Buy (add'l)
Wells Fargo Adv Int'l (ESICX) — Sold (part)
Wells Fargo Adv Int'l (ESICX) — Sold
American Fund Europacific (AEGFX) — Int/Div — Buy (add'l)
Cohen & Steers Realty (CSRSX) — Int/Div — Buy (add'l)
Cohen & Steers Realty (CSRSX) — Sold (part)
Credit Suisse Comm Retum Strategy Fund (CRSOX) — Int/Div — Sold
Dodge & Cox Int'l Stock Fund (DODFX) — Int/Div — Buy (add'l)
Maingate MLP Fund (IMLPX) — Int/Div — Buy (add'l)
Ishares Trust S&P S00 (1VV) — Int/Div — Buy (add'l)
Ishares Trust S&P S00 (1VV) — Sold (part)
Ishares MSC Emerging Market Index (EEM) — Int/Div — Buy (add'l)
Vang Small Cap (VB) — Int/Div — Buy (add'l)
Brokerage Account #2 (H)
Baird Inter Mum (BMBIX) — Int/Div
Goldman Sachs Emerging Markets Debt 1GSDIX) — Int/Div
Hotchkis & Wiley Hi Yield (HWHIX) — Int/Div
Pimco Foreign Bond Fund (PFORX) — Int/Div
Vang Inflation Protected (VIPSX) — Int/Div
Vang St Exempt Fund (VWSTX) — Interest — Sold (part)
Wells Fargo Adv Int'l (ESCIX) — None
American Fund Europacific (AEGFX) — Int/Div
Cohen & Steers Realty (CSRSX) — Int/Div
Credit Suisse Comm Return Strategy (CRSOX) — Int/Div
Dodge & Cox Int’) Stock Fund (DODFX) — Int/Div
Maingate MLP Fund (IMLPX) — Int/Div
Ishares Trust S&P S00 (IVV) — Int/Div
Ishares MSCI Emerging Markets Index (EEM) — Int/Div
Vang Small Cap (VB) — Int/Div
Reimbursement — New York IP Law Association — 03/222018-03/25201 — New York, NY — NYIPLA Annual Mecting — Train fare, hotel, ground transportation, meals
Reimbursement — New Jersey IP Law } Assocation — 06/08 2018-06109/201 — Short Hills, NJ — NJIPLA Annual Meeting — Train fare, hotel, ground transportation, meals
Reimbursement — Federal Communications Bar y Association — 06/19/2018.06/23/201 — San Diego, CA — Bench & Bar — Aarfare, hotel, ground transportation, meals
Reimbursement — IPO — 09/24, 2018-00/25/201 — Chicago, IL — 1PO Annual Meeting — Aartare, hotel, ground transportation, meals
Reimbursement — EDTX Bar Association — 10 172018- 10/18/2011 — Dallas, TX — Bench & Bar — Aurtare, hotel, ground transportation, meals
Reimbursement — KoGuan Law School — 10729201841 14/201 — Shanghai, China — IP Conference — Airfare, hotel, ground transportation, meals
Reimbursement — World IP Orgamzation — 110520181 1/102201 — Geneva, Switzerland — Judges Conference — Aarlare, hotel, ground transportation, meals
Reimbursement — Fordham University — 12122018-12/14201 — London, England — Judges Roundtable — Aartare, hotel, ground transportation, meals
Income — 103118 — Shanghai Jizo Ting University, KoGuan School of Law (teaching) — S1.000.00
Spouse's income — 2018 — Self-employed (attomey)
Part VII, Column C(2), lines 5-11 and 13-17: Value method code "V" indicates cumulative value of funds mvested.

Part VII, line 47: This asset is reportable in 2018; there is not a corresponding reportable transaction,

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate meome to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19825. Public record. Not legal advice.
