# Katherine A. Robertson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19914

## Record

- **Judge:** Katherine A. Robertson
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 10

## Text

Common Stocks - Brokerage Account (H)
TIAA Bank Brokerage Sweep (X) — Interest — Open
Adient PLC, ordinary shs — Int/Div
Brookfield Ppty Partners L P Unit LP (X) — Distribution — from line 36)
Johnson Controls Intl, PLC, ordinary shs — Int/Div
AFLAC connom — Int/Div
AT&T common — Int/Div
Avery Dennison, common — Int/Div
Century Link, common — Int/Div
Chevron, common — Int/Div
Colgate-Palmolive, common — Int/Div
Diebold Nixdorf, common — Int/Div
EMC Insurance Group, common — Int/Div
Emerson. common — Int/Div
ExxonMobil. common — Int/Div
H.B. Fuller. common — Int/Div
HSBC Holdings, common — Int/Div
Howard Hughes, common — None
Intel, common — Int/Div
Invacare, common — Int/Div
Koninklijke Ahold Delhaize N.V, (New), shs — Int/Div
Modine Mfg Co common — None
Monsato, common — Int/Div — Sold
Motorola Solutions. common — Int/Div
Pepsico, common — Int/Div
Pfizer. common — Int/Div
PolyOne, common — Int/Div
Quanex Building Products, common — Int/Div
Ryder, common — Int/Div
Co. common — Int/Div
TD Bank, common — Int/Div
Venzon. common — Int/Div
Wells Fargo, common — Int/Div
Whirlpool, common — Int/Div
Camden Property Trust, common — Iistnbution
General Growth Properties, common — Distribution — Sold
UDR. common — istnbution
TIAA-CREF Funds (H)
TIAA-CREF International Equity Fund — Distribution
TIAA-CREF Money Market Fund — Int/Div
TIAA-CREF Growth & Income Fund — istnbution
TIAA-CREF Large-Cap Growth Fund — Distribution
TIAA-CREF Bond Plus Fund — Interest
TIAA Bank - Yield Pledge Checking (X) — Interest — Open
TIAA Bank - Yield Pledge Money Market xy — Interest — Open
US Savings Bonds, EE — Interest
MTL Insurance Co-life Ins $1,000 face, 57 yr pay in, ‘whole life! — Int/Div
1D Bank. account — Interest
Check held personal possession proceeds exempt transaction — None — Closed
Undeveloped Land-Conway, MA - parcel 3, 6 acres, value $32,823 — None
Undeveloped Land - Conway, MA - parcel 4. 3 acres. value $79.020 — None
Reitrement Accounts Bill (H)
CREF Stock Fund - R2 - employer contribution — None — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - annuity — None — Sold (part)
CREF Stock Fund - R2 - annuity — Sold (part)
CREF Stock Fund - R2 - annuity — Sold (part)
CREF Stock Fund - R2 - annuity — Sold (part)
CREF Stock Fund - R2 - annuity — Sold (part)
CREF Stock Fund - R2 - annuity — Sold (part)
CREF Stock Fund RI — None — Sold (part)
CREF Growth Fund - RI — None
CREF Equity Index Fund - R1 — None
CREF Global Equities Fund - RI — None
TIAA Real Estate Fund — None — Sold (part)
CREF Bond Market Fund - R1 — None
TIAA-CREF. Teachers Personal Annuity — None
Retirement Accounts Katy (H)
TIAA Traditional Annuity — None
TIAA Traditional Annuity — None
CREF Stock Fund - R3 — None
CREF Stock Fund - R2 — None
CREF Stock Fund - RI — None
SMART Capital Presevation Fund — None
MM S&P S00 Index (Northm Trst) — None
Part VII. Line 2. TIAA Bank Brokerage Sweep was opned 12/08/17, but did not begin having transactions until 01/02/18

Part VII Lines 49, 50, 51. Druing 2016 we moved into a new home and placed our old home on the market, Not finding 4 buyer of the entire home parcel, we

then separated the contiguous property into four separaste units for sale. Parcel 1 included our old home, parcels 2, 3 and 4 were offered as undeveloped lots. The

undeveloped lots were added to the schedule in 2017 due to their now being separated from our home parcel, a non-reportable investment. During 2017, parcel

1, containing our old home, was sold on 12/31/2017. The proceeds of this transaction (nonreportable) in the form of a check payable to us dated 12/31/2017 was

not deposited into our bank account until 01/02/2018, thus line 49. Parcel 2 sold earlier in 2017 and was reported on the 2017 report, Assessment viaues for lines

50 and 51 are the values from the real estate bills sent by the town of Conway, Massachusetts, Massachusetts law requrires use of current market values for real

CStUte tix assessment purposes.

Part VII lines 52 to 69. "None" is entered for income for these retirment funds. The fund managers do not provide income information, just the market values.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19914. Public record. Not legal advice.
