# Katherine A. Robertson > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/19964 ## Record - **Judge:** Katherine A. Robertson - **Year:** 2017 - **Report type:** Annual - **Pages:** 10 ## Text Common Stocks - Brokerage Account (H) Adient PLC, ordmmary shs — Int/Div Johnson Controls Intl, PLC, ordinary shs — Int/Div AFLAC conmom — 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 Holdmgs, 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 (X) — None Monsato, common — Int/Div Motorola Solutions, common — Int/Div Pepsico, common — Int/Div Pfizer. common — Int/Div PolyOne, common — Int/Div Quanex Building Products, common — Int/Div Rvder. common — Int/Div Southern Co. common — Int/Div TD Bank, common — Int/Div Verizon. common — Int/Div Wells Fargo, common — Int/Div Whirlpool, common — Int/Div Camden Property Trust, common — istnbution General Growth Properties, common — Int/Div UDR. common — Iistnbution TIAA-CREF Funds (H) TIAA-CREF International Equity Fund — istnbution TIAA-CREF Money Market Fund — Int/Div TIAA-CREF Growth & Income Fund — Distribution TIAA-CREF Large-Cap Growth Fund — Distribution TIAA-CREF Bond Plus Fund — Int/Div US Savings Bonds, EE — Interest MTL Insurance Co-life Ins $1,000 face, 57 wr pay in, ‘whole life! — Interest TD Bank. account — Interest Check held personal possesson proceeds exempt transation (X) — None Undeveloped Land - Conway, MA - parcel 2. 54 acres, value $72.832 (X) — None — Sold Undeveloped Land - Conway, MA - parcel 2. 54 acres, value $72.832 (X) — Donated Undeveloped Land-Conway, MA - parcel 3, 6 acres, value $32,823 (X) — None Undeveloped Land - Conway, MA - parcel 4. 3 acres. value $79.020(X) — None Reitrement Accounts (H) CREF Stock Fund — None — Distnbuted — to lines 52, 54,56 CREF Stock Fund - R2 - employer contribution — None — from line 51) CREF Stock Fund - R2 - employer contribution — Sold (part) CREF Stock Fund « R2 < Annuity — None — from Ime 51) CREF Stock Fund « R2 < Annuity — Sold (part) CREF Stock Fund RI — None — from line 51) CREF Growth Fund - R1 — None — from line 62) CREF Equity Index Fund - RI — None — from line 62) CREF Global Equities Fund - RI — None — from line 62) TIAA Real Estate Fund — None — from line 62) CREF Bond Market Fund - R1 — None — from line 62) Wells Fargo Adv Growth Fund — None — Distnbuted — all to CREF & MRD TIAA Tradtional Annuity — None — Distnbuted — to lines 64.65 TIAA Traditional Annuity — None — from line 63) TIAA Traditional Annuity — None — from line 63) CREF Stock Fund — Distnbuted — to lines 67.68.69 CREF Stock Fund - R3 — None — from line 66) CREF Stock Fund - R2 — None — from line 66) CREF Stock Fund - RI — None — from line 66) TIAA-CREF, Teachers Personal Annuity — None SMART Capital Presevation Fund — None MM S&P S00 Index (Northm Trst) — None Delhaize Group, common — None — with line 19) Part VII As mvestments were moved between custodians, the ordering of the individual stocks was arranged to follow the listings by the new custodians. Part VII Line 20 - Modine Mfg Co. prior years no income and value below $1,000 Part VII Lines 45, 46, 47, 48, 49. Druing 2016 we moved to a new home and placed our| on the market. Not finding a buyer of the entire [Jil parcel, we separated the contiguous property into four separaste units. Parcel 1 included , parcels 2, 3 and 4 were offered as undeveloped lots. The undeveloped lots were added to the schedule due to their being separated from! parcel, a non-reportable investment. During 2017, parcel 1, containing I vis sold on 12/31/2017, Teh proceeds of this transaction (nonreportable) in the form of check payable to us dated 12/31/2017 was not deposited into our bank account until 01/02/2018, thus line 49 indicating we werde holding a check from a nonreportable transaction. Parcel 2 (reported on lines 46 and 47) was sold after we donated the development rights (06/20/2017), except for a small building lot. Assessment vlaues for lines 46, 48, and 49 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 estate tax assessment purposes. Part VII lines 50 to 72. "None" is entered for income for these retirment funds. The fund managers do not provide income information, just the market value. To better follow the information provided by TIAA certain CREF Funds are now reported with R1, R2, or R3 added to the description to indicate different sources of funding and/or fees charged the fund. Last year's CREF Stock Fund and TIAA Traditional Annuity have been separated into individual funds to reflect this. No money/investments were involved, added or subtractedf, just names modified to better relfect how the fund managers were reporting. Some funds just had the RI, R2, or R3 added to the name, others the prior year fund was divided up to reflect the more precise manager reporting. This makes for easier reporting on this report as required minimum distributions from the various precise funds come into play. Part VII line 73 Delhaize Group, lust year it was Isted with a spinoff to Koninklikle Ahold Delhaize N. V. on 08/08/16. Since then it has become clear that it was a complete merger, not just a partial spinoff. | used the date of 01/01/2017 to relfect that new information and remove itfrom the stock listing. Also, as investments were moved between custodians, the ordering of the individual stocks was arranged to follow the listings by the new custodian, lines 1 to 35, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19964. Public record. Not legal advice.