# Ellen Segal Huvelle

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/21529

## Record

- **Judge:** Ellen Segal Huvelle
- **Year:** 2003
- **Pages:** 10

## Text

Escondido CA 3.75% due 7/1/04 — Interest
Groton CT CO 5% due 8/15/08 — Interest — redemption
Lancanster PA 5.4% due 5/1/13 — Interest — redemption
AIM In'l Fund — Int/Div
Franklin Small Cap. Growth Fund — None
Templeton Developing Markets — Int/Div
Ishares MSCI EAFE Fund — None — buy
Putnam Int'l New Opportunities Fund — None — sell
MFS Municipal Bond Fund — Int/Div
Van Kampen Emerging Markets — None
Manulife N.Am. Venture Annuity — None
Oppenheimer Developing Markets — Int/Div
Delaware Fund — None
Enterprise Sm. Co. Growth — None
America Online (now named Time Warmer) — None — gift
Allstate — None — gift — received from relative)
EMC Corp. Mass. — None
Genzyme Bios. Div. (name changed to Genzyme CP) — None — gift
Human Genome Sciences — None
Medtronic — Int/Div
SBC Communications — Int/Div
Sun Microsystems — None
Triborough Bridge & Tunnel Authority 4.6% due 1/1/04 — Interest
NY State Dorm Authority 5.25% due 5/15/03 — Interest — redemption
Oyster Bay NY Imp. BE 5% due 2/10/15 — Interest
Franklin Small Cap. (renamed Franklin Small Mid. Cap.) — None
Van Kampen Emerging Markets — None
Aim Constellation
Oppenheimer Developing Markets — Int/Div
Delaware Fund — None
Enterprise Small Growth — None
Templeton Foreign Fund — Int/Div
Lincoln Nat'l Am. Legacy [II Annuity — None
1/3 Interest in vacation home in Eamnsteble County, MA — Rent
Greenwood at Cleveland Park LLC — None
Delaware Small Cap Value Fund (IRA) — gain — to IRA #2
Delaware Small Cap Value Fund (IRA #1) — gain
Williams & Connolly Profit Sharing Ret. Plan (no control) — None — rollover — over to IRA #2
Williams & Connolly Retirement Savings Plan (no control) — None — rollover — over to IRA #2
The Cov. Fund LLC — Interest
Vanguard Prime Money Market Fund (Retirement) — Int/Div
Vanguard Wellington Fund (Retirement) — Int/Div
Vanguard S&P 500 Index (Retirement) — Int/Div
Brandywine Fund ( Retirement) — None
Vanguard Total Bond (Retirement) — Int/Div
SAFECO Growth (Retirement) — None — sell
C&B — Interest
Morgan Stanley Liquid Asset Fund (IRA) — Int/Div — to IRA #2)
Morgan Stanley Liquid Asset Fund (IRA #1) — Int/Div
IRA #2 — Int/Div
Liquid Asset Fund — reported on Line 70
Delaware Small Cap Value Fund — reported on Line 58
Goldman Sachs Small — buy
Sentinel Small Co. Fund — buy
E.V. Emerging Markets — buy
MFS Value — buy
American Gr. Fund — buy
American Inv. Co. — buy
Van Kampen Comstock — buy
Enterprise Growth — buy
Ishares MSCI EAFE Fund — buy
Walmart Stores Corp. Bond 6.875%, due 8/10/09 — buy
Putnam Int'l Equity — buy
Putnam Int'l Equity — sell
Societe Generale Corp. Bond 7.4%, due 6/1/06 — buy
GTE South Corp. Bond 6.125%, due 6/15/07 — buy
Salomon Smith 6.50%, due 2/15/08 — buy
Int'] Lease Fin corp. Bond, 4.75%, due 1/18/05 — buy
Rental Property - Washington, DC — Rent — buy
Reimbursement — Harvard Law School, Cambridge, Mass — Trial Advocacy Workshop (Transportation, Food and Hotel) pp ore Pe ieee
Reimbursement — Boston College — Board of Overseers (Transportation, Food and Hotel) ee
Reimbursement — New York Intellectual Property Law Association — [dnd dh REEL JD Bar Association Dinner (Transportation, Food and Hotel) = —
Income — 2003 — Self-employed, Partner in Law Firm — YOui's, 00 SpOuscs
Spouse's income — HSBC — Mortgage on Rental Prop., Washington, DC (Part VII, Line 91)
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1. SAFECO Growth (Line 68) was sold on 4/25 and the proceeds were transferred to Vanguard Prime Money Market Fund (Line 63).

2. Allstate (Line 38) was received as a gift from a relative,

3. All other gifts of stock (Lines 6, 8, 11, 35 and 39) were given to my son and daughter.

4. The Williams & Connolly Profit Sharing Ret. And Savings Plans were rolled over to my IRA #2 and this was combined with Delaware Small Cap Value

Fund (Line 58 on 2002 report) and Morgan Stanley Liquid Asset Fund (Line 71 on 2002 report). These will now be reported as an aggregate ownership

arrangement as IRA #2. IRA #1 refers to my

IRA and includes Lines 59 and 70.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21529. Public record. Not legal advice.
