# Mark W. Bennett > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/24319 ## Record - **Judge:** Mark W. Bennett - **Year:** 2005 - **Pages:** 12 ## Text Mutual Funds (IRA) Aim Global Health Care (See Notes) — None Aim Health Sciences Fund (See Notes) Allianz RCM Biotech (See Notes) — None — Sale Bjurman Micro Cap. — None — Sale Buffalo Small Cap Fund — Int/Div — Sale Buffalo Small Cap Fund — Sale Cambiar Opportunity Fund — Int/Div — Buy Cambiar Opportunity Fund — Sale Cambiar Opportunity Fund — Sale Cambiar Opportunity Fund — Sale Excelsior Value and Restructuring Fund — Int/Div Harding Loevner Merging — Int/Div — Buy Hennesy Comerstone (See Notes) — Int/Div — Sale Rainier Small/Mid Cap Equity Portfolio — Int/Div RS Intemnet Age Fund — None — Sale Schwab Hedged Equity — Int/Div — Buy TCW Galileo Value Oppty — Int/Div Wasatch Core Growth Fund — Int/Div — Sale Wasatch Core Growth Fund — Sale Wasatch Core Growth Fund — Sale Wasatch Core Growth Fund — Sale Wasatch Global Tech Fund — None — Sale Wasatch Internation] Growth Fund — None — Buy Stocks (IRA) JDS Uniphase Corporation — None Michael's Stores — Int/Div — Sale Surebeam Corp. — None Schwab Money Market Fund (IRA) — None Allianz RCM Biotech Fund Class (see notes) — None ANTX — None Cisco — None Janus Mercury (see notes) — None JDS Uniphase — None Michael's Stores — Int/Div Price Legacy Corp. (see notes) — None Strong Blue Chip (see notes) — None Surebeam Corp. Wasatch Core Growth — Int/Div WasatchUItra Growth — None Williams Co's Inc — Int/Div — Sale Miscellaneous Holdings lowa College Savings Account Mark Bennett custodian — None — Contribute Iowa College Savings Account Spouse custodian — None — Contribute CKG ACCT; Fidelity, Boston MA — Interest Wells Fargo Checking Account (see notes) — Interest lowa/Nebraska State Bank Checking Account — Interest REINSURANCE AGREEMT; 1st 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 (NE Aim International Emerging Growth — None — Buy Aim International Emerging Growth — Buy Allianceber International — Int/Div — Buy Berkshire Hathaway Inc DEL CL B — None CamBiar Opportunity Instl. — None — Buy CamBiar Opportunity Instl. — Sale Constellation Tip Small Cap — None — Buy Constellation Tip Small Cap — Sale FBR Small Cap Class — Buy Fidelity Cash Reserves — Int/Div Fidelity Emerging Markets — Int/Div — Buy Fidelity New Millenium — None — Sale Fidelity New Millenium — Sale Fidelity Select Biotechnology — None — Sale Fidelity Select Biotechnology — Sale Fidelity Select NWK & Infrastructure — None — Sale Fidelity Large Cap Value Fund (see notes) — Int/Div Harding Loevner Emerging Market — Int/Div — Buy Harding Loevner Emerging Market — Buy International Business Machine — Int/Div JP Morgan Emerging Market Debt Select — Int/Div — Buy Matthews Pacific Tiger Fund — Int/Div Neurberger Berman Partners Trust — None — Buy Oakmark Equity & Income FD — None — Sale The Olstein Financial Alert Fund (see notes) Old Mutual Cap Fund (see notes) — Int/Div — Sale Old Mutual Cap Fund (see notes) — Sale Old Mutual Cap Fund (see notes) — Sale Wasatch Core Growth — Int/Div — Sale Wasatch Hoisington US — Int/Div — Buy Wasatch Small Cap Value — Int/Div — Sale Reimbursement — Federal Practice Seminar, Des Moines, [A — 12/1-12/2 mileage, lodging, meals Reimbursement — Patent Law Semianr, Chicago, IL — 10/19-10/20 airfare, lodging, meals Reimbursement — State Bar of Wisconsin Employment Law CLE, Milwauke/Madison, W1 — 10/12-10/14 airfare, lodging, meals Reimbursement — Alabama State Bar Labor and Employment Law Section Annual Mtg, Destin, FL — 10/7-10/9 airfare, lodging, meals Reimbursement — Iowa Defense Counsel Meeting and Semianr, Des Moines, IA — 9/22-9/23 mileage, lodging, meals Reimbursement — Regional Meeting for International Association of Defense Counsel, Des Moines, [A — 9/21-9/22 mieage, lodging, meals Reimbursement — Death Penalty Workshop, Dallas, TX — 8/10-8/12 airfare, lodging, meals Reimbursement — ABA Section of Labor and Employment Law Annual Meeting, Chicago, IL — 8/7-8/8 airfare, lodging, meals Reimbursement — NELI Conference, Washington, DC — 6/16-6/18 airfare, lodging, meals Reimbursement — NELI Conference, San Francisco, California — 6/9-6/11 airfare, lodging, meals Reimbursement — Upper Midwest Employment Law Institute, St. Paul, Minnesota — 6/2-6/3 airfare, lodging, meals Reimbursement — EEOC Midwinter Meeting, Naples, Florida — 4/5-4/9 airfare, lodging, meals Reimbursement — Alaska Bar Association CLE, Anchorage, Alaska — 2/26-3/2 airfare, lodging, meals Income — 2004 — Aspen Publishing — $4500 Spouse's income — American Conference Institute -- Emp. Practices Liability Ins. Sem., New York, NY — 1/31-2/2 airfare, lodging, meals Spouse's income — 2005 Sixteenth Annual Convention of the NEL A, Philadelphia, Pensylvannia — 6/23-6/26 airfare, lodging, meals Aim Global Health Care (#2) was not listed as a mutual fund on the 2004 report. The 2005 Schwab Account Summary indicates that funds were reinvested into this account on 12/16/05 Aim Health Sciences Fund (#3) was listed on the 2004 report. The only transaction listed in the 2005 Schwab Account Summary for this account indicates a reinvestment of funds on 7/15/06 with a final net amount of (.03) and, as of December, the Account Summary shows this fund is no longer a part of the IRA. There is no definitive sale date listed in the records. Allianz RCM Biotech (#4 and #33) was listed on the 2004 report as "Pimco RCM Biotechnology Class D" (IRA fund) and Dresdner RCM Biotech (Non-IRA fund) Hennesy Comerstone (#15) was listed on the 2004 report as "Henlopen Fund". Janus Mercury (#36) was completely sold in 2004. Price Legacy (#39) was completely sold in 2004. Strong Blue Chip (#40) was completely sold in 2004. The "Wells Fargo checking Account” (#49) was listed as "Norwest Checking Account” in the 2004 report. Fidelity Large Cap Value Fund (#76) was listed on the 2004 report as "Fidelity Structured Large Cap Value Fund". The Olstein Financial Alert Fund (#84) was completely sold in 2004. Old Mutual Mid Cap Fund (#85) was listed on the 2004 report as "PBHG Mid Cap Fund" --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/24319. Public record. Not legal advice.