# Mark W. Bennett

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/21731

## Record

- **Judge:** Mark W. Bennett
- **Year:** 2008
- **Pages:** 15

## Text

IRA/Schwab)
Aim Global Health Care — None
Buffalo Small Cap Fund — None — Sold
Cambiar Opportunity Fund — None — Sold
CGM Focus Fund — Int/Div — Buy (add'l)
CGM Focus Fund — Buy (add'l)
Columbia Select Opportunity Fund — Int/Div
Columbia Value & Restructering — Int/Div
Excelsior Equity Opportunities Fund — None — with line 7)
Excelsior Value and Restructering Fund — None — with line 8)
Harding Loevner Emerging — Int/Div — Sold (part)
Harding Loevner Emerging — Sold (part)
Harding Loevner Emerging — Sold (part)
Janus Overseas Fund — None — Sold (part)
Janus Overseas Fund — Sold
Metzler/Payden European — None — Sold (part)
Metzler/Payden European — Sold (part)
Metzler/Payden European — Sold
Rainier Small/Mid Cap Equity Portfolio — None — Sold (part)
Rainier Small/Mid Cap Equity Portfolio — Sold (part)
Rainier Small/Mid Cap Equity Portfolio — Sold (part)
T Rowe Price Capital — None — Sold
Wasatch Intemationl Growth Fund — None — Sold
Schwab Money Market Fund — None
Non-IRA (Fidelity Account)
ANTX — None
Fidelity Emerging Markets — Int/Div — Buy (add'l)
Franklin Income Class C — Int/Div
FundX Aggressive Upgrader Fund — None — Buy
Hartford Capital Appreciation CL C — Int/Div
JDS Uniphase — None
Surebeam Corp. — None
Wasatch Core Growth — None — Sold
WasatchUItra Growth — None
Williams Co's Inc — None — Sold
Miscellaneous Holdings
lowa College Savings Account-- Mark Bennett custodian — None — Contribute
Towa College Savings Account . . ili custodian — None — Contribute
CKG ACCT; Fidelity, Boston MA — Interest
Wells Fargo Checking Account — Interest
lowa/Nebraska State Bank Checking Account — Interest
REINSURANCE AGREEMT,; Ist Colony Life Ins. Co. — None
Belcour Pension Invest VI — None
LMTD PTRSHIP; Riverfront Ass'n; Des Moines, — None
LMTD PTRSHIP-Shearson Senior Income Fund — None
LMTD PTRSHIP-Shearson Coast Savings — None
LMTD PTRSHIP-Caryle Real Estate — None
RESIDENTIAL LOT; Sioux City, IA — None
IRA Fidelity (yl
Alhanceber Intemational — None — Sold (part)
Alhanceber Intemational — Sold
Baron Partners Fund — None
Berkshire Hathaway Inc DEL CL B — None
FBR Focus Fund * see notes — Int/Div — Sold (part)
Fidelity Cash Reserves — Int/Div
Fidelity Convertible Securites — None — Sold
Fidelity Emerging Markets — None — Sold (part)
Fidelity New Millenium — None — Sold
First Eagle Global Class C — None — Buy
First Eagle Global Class C — Buy (add'l)
First Eagle Global Class C — Buy (add'l)
First Eagle Global Class C — Buy (add'l)
First Eagle Global Class C — Buy (add'l)
First Eagle Global Class C — Buy (add'l)
First Potomac RLTY — None — Buy
FundX Aggressive Upgrader Fund — None — Buy
Harding Loevner Emerging Market — None — Sold (part)
Harding Loevner Emerging Market — Sold (part)
Harding Loevner Emerging Market — Sold (part)
Harding Loevner Emerging Market — Sold
Ishares Inc. MSCI BRazil Index Fund — Int/Div — Buy
Lord Abbett Develop Growth — None — Sold (part)
Matthews Pacific Tiger Fund — Int/Div — Sold (part)
Metzler Payden — None — Sold (part)
Neurberger Berman Partners Trust — Int/Div
Oakmark Equity & Income FD — Int/Div — Buy (add'l)
Oakmark Equity & Income FD — Buy (add'l)
ProShares Ultra Short Consumer Services — Int/Div — Buy
ProShares Ultra Short Consumer Services — Sold (part)
ProShares Ultra Short Consumer Services — Sold (part)
ProShares Ultra Short Consumer Services — Buy (add'l)
ProShares Ultra Short Consumer Services — Buy (add'l)
ProShares Ultra Short Consumer Services — Sold (part)
ProShares Ultra Short Consumer Services — Buy (add'l)
ProShares Ultra Short Consumer Services — Sold (part)
ProShares Ultra Short Consumer Services — Buy (add'l)
ProShares Ultra Short Consumer Services — Sold (part)
ProShares Ultra Short Consumer Services — Sold (part)
ProShares Ultra Short Consumer Services — Buy (add'l)
ProShares Ultra Short FINLS — Int/Div — Buy
ProShares Ultra Short FINLS — Sold (part)
ProShares Ultra Short FINLS — Sold (part)
ProShares Ultra Short FINLS — Sold (part)
ProShares Ultra Short FINLS — Buy (add'l)
ProShares Ultra Short FINLS — Sold (part)
ProShares Ultra Short FINLS — Buy (add'l)
ProShares Ultra Short FINLS — Buy (add'l)
ProShares Ultra Short FINLS — Buy (add'l)
ProShares Ultra Short FINLS — Sold (part)
ProShares Ultra Short FINLS — Sold (part)
ProShares Ultra Short Oil & Gas — Int/Div — Buy
ProShares Ultra Short Oil & Gas — Sold
Oppenheimer Gold & SPL Minerals — None — Buy
Perkins Discovery — None
Quantitative Emerging Markets — Int/Div
T. Rowe Price — Int/Div — Buy (add'l)
Van Eck Emerging Markets — Int/Div
Vanguard Inflation — Int/Div — Buy (add'l)
Wasatch Hoisington US — Int/Div
IRA Smith Barney (i!
Bank Deposit Program * see notes — None
Citibank NA South Dakota Bank Deposit Program — None — Open
Constellation Engery Grp — None — Buy
Diamonds Trust — Int/Div — Buy
First Eagle Global Fund — None — Buy
First Eagle Global Fund — Buy (add'l)
First Eagle Global Fund — Buy (add'l)
Franklin Income Fund Class C — Int/Div — Buy (add'l)
Franklin Income Fund Class C — Buy (add'l)
Hartford Capital Appreciation Fund — Int/Div
Henderson European Focus Fund — Int/Div
ING Groep — Int/Div — Buy
Legg Mason Value Trust — None — Sold
National Bank of Greece — Int/Div — Buy
National Bank of Greece — Buy (add'l)
Olstein All Cap Value Fund — None — Sold
Oppenheimer Gold and Special Minderals Class C — Int/Div — Buy
Prudential Financial Inc — None — Buy
Washington Mutual Bank COD — None
Western Asset Money Market Fund — None — Sold (part)
Western Asset Money Market Fund — Sold (part)
Western Asset Money Market Fund — Sold (part)
Reimbursement — Federal Government — 1/3/08-1/5/08 — Cedar Rapids, IA — Cthouse project meeting — airfare, lodging, meals
Reimbursement — Amencan Conference Ir-iitute — 1/22/08-1/24/08 — New York, NY — 2008 EPLI Conference — airfare, lodging, meals
Reimbursement — American College of Trial Lawyers — 1/24/08-1/26/08 — Frisco, TX — Nat. Symposium — airfare, lodging, meals
Reimbursement — Federal Government — 2/18/08-2/20/08 — Cedar Rapids, IA — Design Workshop — aifare, lodging, meals
Reimbursement — Federal Judicial Center — 3/9/08-3/12/08 — Redondo Beach, CA — Workshop for Dist Judges — airfare, lodging, meals
Reimbursement — Federal Judicial Center — 3/17/08-3/19/08 — New York, NY — Workshop on Emp Law — mileage, lodging, meals
Reimbursement — American Bar Association — 3/26/08-3/29/08 — Tucson, AZ — Nat. Conf. on EEO Law — airfare, lodging, meals
Reimbursement — Federal Judicial Center — 3/30/08-4/2/08 — Cambndge, MA — Law and Society Seminar — airfare, lodging, meals
Reimbursement — Federal Government — 4/15/08-4/17/08 — Washington, DC — Long Range Planning Mtg — airfare, lodging, meals
Reimbursement — 10Federal Government — 4/20/08-4/21/08 — Washington, DC — Defender Services Meeting — airfare, lodging, meals
Reimbursement — 1Minnesota CLE — 5/27/08-5/30/08 — St. Paul, MN — Upper Midwest Emp. Law In — airfare, lodging, meals
Reimbursement — 12Pacific Northwest Labor & Employment Law — 6/4/08-6/6/08 — Seattle. WA — Pac Coast Labor & Emp Law — airfare, lodging, meals
Reimbursement — 13Federal Government — 6/8/08-6/11/08 — Long Island, NY — Def. Services Meeting — airfare, lodging, meals
Reimbursement — 14Federal Government — 6/18/08-6/21/08 — Las Vegas, NV — InfoComm AV show — airfare, lodging, meals
Reimbursement — 15Federal Government — 6/24/08-6/27/08 — Long Beach, CA — Nat. Sent. Policy Inst. — airfare, lodging, meals
Reimbursement — 16Federal Government — 7/20/08-7/22/08 — St. Louis, MO — Courtroom Mock-up — airfare, lodging, meals
Reimbursement — 17Federal Government — 8/11/08-8/15/08 — Chicago, IL — 8th Cir. Judicial Conf. — airfare, lodging, meals
Reimbursement — 18Federal Government — 8/17/08-8/18/08 — St. Louis, MO — Courthouse Meeting — airfare, lodging, meals
Reimbursement — 19American Bar Association — 9/10/08-9/14/08 — Denver, CO — ABA Annual Meeting — airfare, lodging, meals
Reimbursement — 20Iowa Intellectual Property Law Assoc. — 10/9/08-10/10/08 — Des Moines, IA — IA Intell. Prop. Law Mtg — mileage, lodging, meals
Reimbursement — 22Federal Government — 12/9/08-12/14/08 — Charleston, SC — Def. Services Comm Mtg — airfare, lodging, meals
Reimbursement — University of Nebraska Law School — Spring Semeseter — Lincoln. NE — Co-Teaching law class — mileage, lodging, meals
Reimbursement — Drake Law School — Spring Semester — Des Moines, [A — Co-Teaching law class — mileage, lodging, meals
Income — 2008 — Aspen Publishing — $4.000.00
Income — 2008 — Drake University Law School — $3,600.00
Income — 2008 — Nebraska College of Law — $6,058.09
FBR Focus Fund (#55) was inadvertantly reported as completely sold in 2007. The 2007 FDR report should have indicated only a partial sale on 12.28.07

Bank Deposit Program (#115) was closed in September of 2007.

Wilmington Savings Fund PC (#141) matured in August of 2007. The 2007 FDR report should have indicated this. Thus, it is no longer owned.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/21731. Public record. Not legal advice.