# Jane Richards Roth

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19975

## Record

- **Judge:** Jane Richards Roth
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 11

## Text

M& T Bank Checking Acct — Interest
Wells Fargo Bank Checking — Interest
Wells Fargo Bank Savings — Interest
TRUST WITH WILM. TRUST (H)
Exxon Common Stock — Int/Div
Johnson & Johnson Common — Int/Div
Pepsico Common Stock — Int/Div — Sold (part)
Pepsico Common Stock — Sold
Proctor & Gamble Common — Int/Div — Sold
Mmnesota M&M Common (MMM) — Int/Div
Hewlett-Packard Common — Int/Div
DXC Technology — Int/Div — Sold
Perspecta — None — from Ime 12)
Perspecta — Sold
HP Inc — Int/Div — Sold
Air Prod & Chem Common — Int/Div
Ishares - Lulities — Int/Div
Ishares - MSC1 EAFE — Int/Div
Ishares - Russell 2000 — Int/Div
Ishares - S&P 500 Growth — Int/Div
Ishares - S&P S00 Value — Int/Div
Ishares - Small Cap 600 — Int/Div — Buy
M&T Comp — None — from line 31)
M&T Comp — Sold
Nuveen Short Dur — Interest — Buy
Vanguard MSCI EAFE — Int/Div
Vanguard MSC] Emerging Markets — Int/Div
Victory Integrity Small Cap — Int/Div — Sold
Wilm. Prime Money Market — Interest
Wilm Large-CapFund — Int/Div
Trust (H)
Max Appreciation Fund — Int/Div — Sold
MAT Corp. — Int/Div — Distnbuted
Wilm Govt Fund — Int/Div — Distributed
Wilm Trust IRA (H)
Absolute Strategies — None — Sold
AQR Managed Futures — None
Vanguard Market Neutral — Int/Div
Cambiar Intl Equity Fund — Int/Div
Ishares Core MSCI — Int/Div
Vanguard Dividend Appreciation — Int/Div — Sold
WOM Focused Intl Growth Fund — Int/Div
Vanguard Inflation Protected — Int/Div
Blackrock Strategic — Int/Div — Buy (add'l)
Riverpark S/T — Int/Div — Buy (add'l)
BBH Limited Duration Fund — Int/Div — Buy (add'l)
Guggenheim Duration — Int/Div — Buy (add'l)
Vanguard Short Term Treasury — Int/Div — Buy (add'l)
Nuveen Small Cap — Int/Div — Buy
S10. — Buy (add'l)
Wilmington U.S. Govt Fund W Class — Int/Div
WTC Roth IRA (H)
Absloute Strategies Fund — None — Sold
Ishares Barclays Tips Bond Fund — Int/Div — Buy (add'l)
Ishares Trust Cohen & Steers Realty Majors Index Fund — Int/Div — Buy (add'l)
Ishares Core Msci Emerging — Int/Div — Buy (add'l)
Ishares Core Msci Emerging — Buy (add'l)
Ishares Core Msci Emerging — Buy (add'l)
Ishares Russell 2000 — Int/Div — Buy
Ishares Russell 2000 — Sold (part)
Ishares Russell 2000 — Sold
Isharees Russell 1000 — Int/Div — Buy
Isharees Russell 1000 — Sold (part)
Isharees Russell 1000 — Buy (add'l)
Isharees Russell 1000 — Buy (add'l)
Isharees Russell 1000 — Sold (part)
Isharees Russell 1000 — Sold (part)
JPMorgan US Small — None — Sold
LSV Value Equity Fund — None — Buy (add'l)
LSV Value Equity Fund — Sold (part)
LSV Value Equity Fund — Sold (part)
Meridian Small-Cap — None — Sold (part)
Meridian Small-Cap — Sold (part)
Meridian Small-Cap — Sold (part)
Meridian Small-Cap — Sold (part)
SPDR Dow Jones Intl Real Estate — Int/Div — Buy (add'l)
T Rowe Price Large Cap — Int/Div — Sold (part)
T Rowe Price Large Cap — Sold
Touchstone Small Cap — None — Sold
Vanguard FTSE Developed Markets — Int/Div — Buy (add'l)
Vanguard FTSE Developed Markets — Sold (part)
Victory Integrity — Int/Div — Sold (part)
Victory Integrity — Sold
Ishares Small-Cap — Int/Div — Buy (add'l)
Ishares Small-Cap — Buy (add'l)
Ishares Small-Cap — Buy (add'l)
Nuveen Small Cap — Int/Div — Buy
Nuveen Small Cap — Buy (add'l)
Nuveen Small Cap — Buy (add'l)
Nuveen Small Cap — Sold (part)
Harbor Large Cap — Int/Div — Buy
AQR Stylle Premia — Int/Div — Buy
Wilm Large-Cap Strategy Fund — Int/Div — Buy (add'l)
Wilm Prime MM Fund — Int/Div
Vice President, Friends of the Palisades Library
Reimbursement — Aspen Wye Institute — 7/20-22 — Wye, Maryland — Conterence — Lodgmg
Section VIL, Lines 31 and 4: The Trust at line 31 was termmated and my share was distributed to me on August 10-13. Line 23, reflects the distribution of the M

& T stock from the Trust at line 31 to the Trust at line 4.

Section VII, Line 79, Touchstone Small Cap, was sold on 3/16/2017.

Section VII, Line 72, the entity is called "Morgan Stanley” in the 2017 FDR but 1s m fact "Meridian Small-cap.” as corrected in the 2018 FDR The values are

correctly stated in both the 2017 and 2018 FDRs.

Section VII, Line 84, the entity is called "Wilm Small Cap" in the 2017 FDR but is in fact "Ishares Small Cap.” as corrected in the 2018 FDR. The values are

correctly stated im both the 2017 and 2018 FDRs.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19975. Public record. Not legal advice.