# Sandra Lea Lynch > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/21303 ## Record - **Judge:** Sandra Lea Lynch - **Year:** 2007 - **Pages:** 17 ## Text Fidelity Mass Muni MM — Int/Div — Sale Bank of America — Interest Fidelity Traditional IRA — Int/Div Fidelity Disciplined Equity Fidelity Cash Reserves Fidelity Investments Core Cash — Interest ABA Members Retirement Plan (See note Section VIII) ~ — Int/Div — Sale Stable Asset Return Fund Moderate Portfolio Fund TAIRA 1 (See note in section VII — Int/Div Parametric Technology Corp New Add Venture Assoc II LP (FINAL) — Distribution Federal Home Loan Bk 4% 2010 Bear Stearns TempFund Cash — Closed Pimco Real Return Fund CI C Discover BankGreenwood Del CDs — Closed UBS Bank Dep Acct — Open TAIRA2 — Int/Div Johnson & Johnson Medtronic Inc Pepsico Inc Amgen Inc General Growth Properties — Sell Kinder Morgan Mgmnt LLC Varian Medical Sys Inc UnitedHealth Grp Inc Genzyme Corp Gilead Sciences Inc Apache Corp Amercian Express Co Praxair Inc Analog Devices Inc — Sell America Movil S A Compania Vale Do Rio Doce Spon ADR — Sale Chesapeak Energy Corp Caterpillar Inc United Technologies Corp Tyco Intl Ltd New — Sell Zimmer Hldgs Inc Allergan Inc Avon Products Inc — Sell Coach Inc Devon Energy Corp Diageo PLC-Sponsored ADR EOG Resources Inc Freeport McMoran Copper & Gold CLB Int'l Game Technology AO Petsmart Inc Rio Tinto PLC Smith Int'l Inc Del Teva Pharmaceutical Industries PLC EMC Corp Mass Symantec Corp Bear Stearns TempFund — Closed Lehman Brothers Holdings Inc Texas Instruments Inc CACI International Inc CL A — Sell UBS Bank USA Deposit Acct — Open General Electric Co — Buy Google — Buy Hewlett Packard Co — Buy Kraft Foods Inc Cl A — Spin-off Starbucks Corp — Buy IRA ROLLOVER ACCOUNT — Int/Div Fidelity Advisor Equity Income — sale Fidelity Advisor Equity Income — sale Fidelity New Millenium — sale Fidelity New Millenium — Sell Fidelity Low Priced Stock — sale Fidelity Low Priced Stock — sale Fidelity Dividend Growth — sale Fidelity Dividend Growth — sale Fidelity Capital and Income — sale Fidelity Invest Grade — Buy Fidelity Int'l Discovery — sale Fidelity Int'l Discovery — sale Fidelity Diversified Int'l — sale Fidelity Capital Appreciation — sale Fidelity Large Cap Value — sale Fidelity Blue Chip Growth — sale Fidelity Blue Chip Growth — sale Fidelity Advisor Strategic Inc CL — Buy Fidelity Advisor Strategic Inc CL — sale Fidelity Ultra-Short Bond — sale Fidelity Ultra-Short Bond — sale Fidelity Ultra-Short Bond — sale Fidelity Ultra-Short Bond — sale Fidelity Total Bond — Buy Fidelity Advisor Mid Cap Il CL I — sale Fidelity Advisor Mid Cap Il CL I — sale Spartan 500 Index FID Advantage — sale Spartan 500 Index FID Advantage — sale Fidelity Real Estate Investment — sale Fidelity Real Estate Investment — sale Fidelity Growth Company — sale Fidelity Overseas — sale Fidelity Overseas — Sell Fidelity Growth & Income — sale Fidelity Growth & Income — sale Fidelity Advisor High Income CL — sale Fidelity Advisor High Income CL — sale Fidelity Short Term: Bond FID PAS US Opp Fidelity Fd of Fds — Buy FID PAS US Opp Fidelity Fd of Fds — sale FID PAS US Opp Fidelity Fd of Fds — Buy Fidelity PAS Int'l Fd of Fds — Buy Fidelity PAS Int'l Fd of Fds — Buy Fidelity Small Cap Growth — Buy Fidelity Stratgegic Real Retum — Buy Esplanade Capital Ptars I LLC (See note section VIII) — Int/Div Brokerage Account 2005 — Closed Bear Stearns Munifund Cash — Interest — Closed Discover Bank CDs — Interest — Closed UBS Bank USA Deposit Acct — Interest — Open PAS Brokerage Account Fidelity Advisor Dividend Growth CI — None — Buy Fidelity Advisor Dividend Growth CI — Sell Fidelity Int'l Discovery — Int/Div — Buy Fidelity Int'l Discovery — Sell Fidelity Low Priced Stock — Int/Div — Buy Fidelity Mass Muni Income — Int/Div — Buy Fidelity Municipal Income — Int/Div — Buy Fidelity Short-Intermediate Muni Income — Int/Div — Buy Fidelity Municpal Money Market — Int/Div — Buy Fidelity Municpal Money Market — Sale American Beacon Mid Cap Value Plan Ahead - — None — Buy American Beacon Mid Cap Value Plan Ahead - — Sell Blackrock Large Cap Value Fd Cl A — Int/Div — Buy Blackrock Large Cap Value Fd Cl A — Sell William Blair Int'l Growth CI N — Int/Div — Buy Causeway Int'l Value Investor — None — Buy Causeway Int'l Value Investor — Sell DWS Mass Tax Free Cl S — Int/Div — Buy Dreyfus Appreciation Fund — Int/Div — Buy Eaton Vance Large-Cap Value Cl A — Int/Div — Buy Hartford Capital Appreciation Cl A — Int/Div — Buy Ishares Tr Russell 2000 Index — None — Buy Janus Fund — Int/Div — Buy LM Value Trust Finance Intermediary Cl — Int/Div — Buy Legg Mason Opport Tr Fin Inter — None — Buy Legg Mason Opport Tr Fin Inter — Sell Lord Abbett Small Cap Blend Cl A — None — Buy Marsico Focus — Int/Div — Buy Morgan Stanley Inst Inc Inter Equity B — Int/Div — Buy Oppenheimer Main St Opportunity CI A — Int/Div — Buy Jennison Growth Cl A — None — Buy RS Value FdCI A — None — Buy RS Value FdCI A — Sell T Rowe Price Equity Inc Advisor — Int/Div — Buy T Rowe Price Equity Inc Advisor — Sell T Rowe Price Value Fund Advisor — None — Buy T Rowe Price Value Fund Advisor — Sell S&P 500 Depository Receipt — Int/Div — Buy SPDR SER TR DJ Wilshire REIT ETF — Int/Div — Buy SSGA Int'l Stock Sel — Int/Div — Buy IRA Rollover Acct No. 2 — Interest Fidelity Cash Reserves — Buy Reimbursement — American Bar Association — Miami. FL Reimbursement — American Bar Association — Washington, D.C AMENDED REPORT - The report has been amended to reflect the income, market value, and valuation method of the individual securities held by the “Brokerage Account 2005," line 126, Part VII and the "PAS Brokerage Account,” line 131, part VII. These were previously reported in the aggregate. In part VII, duplicate names in column A for investments with multiple transactions were eliminated. Column C(2) valuation method was completed for lines 129 and 130, which was inadvertently omitted from the originally filed report. Part VII - Investment limited partnership income whether passive or nonpassive is disclosed as "dividend" income. Part VII - All investments are publicly traded common stocks or mutual funds unless otherwise noted. Part VII, TA IRA | - This account holds certain nonpublicly traded limited partnership interests. There is no established market value for these partnerships and accordingly no value is indicated. Income consists of interest, dividends, and flow-through capital gains. Part VII, ABA Members Retirement Plan - The plan sponsor does not provide detail transaction inforination to plan participants. Plan participants receive an annual report showing which plan funds they are invested in, the plan value, total contributions, total distributions, and net realized and unrealized gains. The plan participant recieved a monthly minimum required distribution. The total assets of the plan that were liquidated to fund the distributions are reflected in column D(3). During the year, the plan participant shifted their investments from the Moderate Portfolio Fund to the Stable AssetReturn Fund. The plan income reported in column B(1) reflects the total plan income including realized and unrealized gains. Part VII - Esplanade Capital Ptnrs | LLC is a non-publicly traded LLC. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21303. Public record. Not legal advice.