# Mary M. Lisi > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/25477 ## Record - **Judge:** Mary M. Lisi - **Year:** 2008 - **Pages:** 24 ## Text Lincoln National Life Ins. Co., deferred inco me — Interest — Sold Citizens Bank, Providence, RINOW Accou nt — Interest Nuveen Insured Municipal Bond Fund — Interest — Sold Citizens Bank -IRA (cash equivilent) — Interest Citizens Bank - IRA (cash equivilent) — Interest BankRI-CD — Interest 401(K)RETIREMENT PLAN — Int/Div Dreyfus Bond Market Index Fund Federated Capital Appreciation Fund A Janus Advisor Flexible Income Fund MFS Total Return Fund A MFS Global Equity Fund A IRA - AMERICAN FUNDS — Int/Div EuroPacific Growth Fund A — Sold The Growth Fund of America A — Sold American Mutual Fund A — Sold The Bond Fund of America A — Sold Capitol World Bond Fund A — Sold AMERICAN FUNDS — None EuroPacific Growth Fund A — Sold The Growth Fund of America A — Sold American Mutual Fund A — Sold FIDELITY INVESTMENTS — Int/Div American Centuty International Bond — Buy American New Economy — Buy American New Economy — Sold (part) American New Economy — Sold William Blair International EQ FD CL N — Buy Calamos Convertible Class A — Buy Columbia Technology Fund CL Z — Buy Davis N.Y. Venture — Buy Davis N.Y. Venture — Sold (part) Davis N.Y. Venture — Sold Goldman Sachs Ultra SH Duratn Govt Inst — Buy Goldman Sachs Ultra SH Duratn Govt Inst — Sold (part) Goldman Sachs Ultra SH Duratn Govt Inst — Sold (part) ING Global Real Estate CL A — Buy Janus Research Fund — Buy Laudus Rosenberg Intl. Disc. Instl. CL — Buy Mainstay High Yield Corp. Class A — Buy Morgan Stanley Intemational Real Estate — Buy Morgan Stanley Intemational Real Estate — Sold Morgan Stanley Real Estate — Buy Morgan Stanley Real Estate — Sold Narragansett Insured Tax Free Inc. CL'Y — Buy Narragansett Insured Tax Free Inc. CL'Y — Sold (part) Generations Multi Strategies — Buy Payden Limited Maturity — Buy Pimco Commodity Real Return — Buy Pimco Commodity Real Return — Sold T.Rowe Price Health Sciences — Buy Rainier Mid Cap EQ Port. Instl. CL — Buy Riversource Diversified Equity Income CL A — Buy T.Rowe Price Blue Chip Growth ADV CL — Buy T.Rowe Price Blue Chip Growth ADV CL — Sold (part) Royce Value Plus Service Class — Buy Rydex Commodities Strategy CL H — Buy Thomburg Intl. Value CL Inst] — Buy Thomburg Intl. Value CL Inst] — par) Washatch Global Schience & Technology — Buy Washatch Global Schience & Technology — Sold Fidelity Municipal Money Market — Buy FIDELITY IRA] — Int/Div American Century Ginnie Mae — Buy American Century Ginnie Mae — Sold (part) American Century International Bond — Buy American New Economy — Buy American New Economy — Sold William Blaire Interantional EQ FD CLN — Buy Calamos Convertible Class A — Buy Columbia Technology Fund CL Z — Buy DavisN.Y. Venture — Buy DavisN.Y. Venture — Sold Goldman Sachs Ultra SH Duratn Govt. Inst — Buy Goldman Sachs Ultra SH Duratn Govt. Inst — Sold (part) Goldman Sachs Ultra SH Duratn Govt. Inst — Sold (part) ING global Real Estate CL A — Buy ING global Real Estate CL A — pant) Janus Advisor Forty — Buy Janus Advisor Forty — Sold Janus Research Fund — Buy Laudus Rosenberg Intl. Disc. Instl. CL — Buy Mainstay High Yield Corp. Class A — Buy Morgan Stanley International Real Estate — Buy Morgan Stanley International Real Estate — Sold Morgan Stanley Real Estate — Buy Morgan Stanley Real Estate — Sold Generations Multi Strategies — Buy Oppenheimer Commod. Stra. Tot. Return CA — Buy Payden Limited Maturity — Buy Payden Limited Maturity — Sold (part) Pimco Commodity Real Return — Buy Pimco Commodity Real Return — Sold T.Rowe Price Health Sciences — Buy Rainier Mid Cap. EQ Port. Instl. CL — Buy Riversource Diversified Equity Income CL A — Buy T. Rowe Price blue Chip Growth Adv. CL — Buy Royce Value Plus Service Class — Buy Thomburg Intl. Value CL Instl — Buy Thomburg Intl. Value CL Instl — Sold (part) Wasatch Global Science & Technology — Buy Wasatch Global Science & Technology — Sold Fidelity Cash Reserves — Buy FIDELITY IRA 2 — Int/Div Goldman Sachs Ultra SH Duratin Govt Inst — Buy Generations Mult Strategies — Buy Rainier Mid Cap EQ Port. Instl. CL — Buy T. Rowe Price Blue Chip Growth Adv. CL — Buy Thomburg Intl. Value CL A — Buy Fidelity Cash Reserves — Buy Lincoln National Life Ins. Co., deferred inco me — Interest — Sold Citizens Bank, Providence, RI NOW Accou nt — Interest Nuveen Insured Municipal Bond Fund — Interest — Sold Citizens Bank - IRA (cash equivilent) — Interest Citizens Bank - IRA (cash equivilent) — Interest BankRI-CD — Interest 401(K)RETIREMENT PLAN — Int/Div Dreyfus Bond Market Index Fund Federated Capital Appreciation Fund A Janus Advisor Flexible Income Fund MFS Total Return Fund A MFS Global Equity Fund A IRA - AMERICAN FUNDS EuroPacific Growth Fund A — None — Sold The Growth Fund of America A — None — Sold American Mutual Fund A — None — Sold The Bond Fund of America A — Int/Div — Sold Capitol World BondFund A — None — Sold AMERICAN FUNDS EuroPacific Growth Fund A — None — Sold The Growth Fund of America A — None — Sold American Mutual Fund A — None — Sold FIDELITY INVESTMENTS American Century International Bond — Int/Div — Buy American New Economy — None — Buy American New Economy — Sold (part) American New Economy — Sold William Blair International EQ FD CL N — Int/Div — Buy Calamos Convertible Class A — Int/Div — Buy Columbia Technology Fund CL Z — None — Buy DavisN.Y. Venture — None — Buy DavisN.Y. Venture — Sold (part) DavisN.Y. Venture — Sold Goldman Sachs Ultra SH Duratn Govt Inst — Int/Div — Buy Rainier Mid Cap EQ Port. Instl. CL — Int/Div — Buy Riversource Diversified Equity Income CL A — Int/Div — Buy T. Rowe Price Blue Chip Growth ADV CL — Int/Div — Buy T. Rowe Price Blue Chip Growth ADV CL — Sold (part) Royce Value Plus Service Class — Int/Div — Buy Rydex Commodities Strategy CL H — None — Buy Thomburg Intl. Value CL Instl — Int/Div — Buy Thomburg Intl. Value CL Instl — Sold (part) Washatch Global Schience & Technology — None — Buy Washatch Global Schience & Technology — Sold Fidelity Municipal Money Market — Int/Div — Buy FIDELITYIRAI American Century Ginnie Mae — Int/Div — Buy American Century Ginnie Mae — Sold (part) American Century International Bond — Int/Div — Buy American New Economy — None — Buy American New Economy — Sold William Blaire Interantional EQ FD CL N — Int/Div — Buy Calamos Convertible Class A — Int/Div — Buy Columbia Technology Fund CL Z — None — Buy Davis N.Y. Venture — None — Buy Davis N.Y. Venture — Sold Goldman Sachs Ultra SH Duratn Govt. Inst — Int/Div — Buy Goldman Sachs Ultra SH Duratn Govt. Inst — Sold (part) Goldman Sachs Ultra SH Duratn Govt. Inst — Sold (part) ING global Real Estate CL A — Int/Div — Buy ING global Real Estate CL A — Sold (part) Janus Advisor Forty — None — Buy Janus Advisor Forty — Sold Janus Research Fund — Int/Div — Buy Laudus Rosenberg Intl. Disc. Instl. CL — Int/Div — Buy Mainstay High Yield Corp. Class A — Int/Div — Buy Morgan Stanley International Real Estate — Int/Div — Buy Morgan Stanley International Real Estate — Sold Morgan Stanley Real Estate — Int/Div — Buy Morgan Stanley Real Estate — Sold Generations Multi Strategies — Int/Div — Buy Oppenheimer Commod. Stra. Tot. Retum CIA — Int/Div — Buy Payden Limited Maturity — Int/Div — Buy Payden Limited Maturity — Sold (part) Pimco Commodity Real Retum — Int/Div — Buy Pimco Commodity Real Retum — Sold T. Rowe Price Health Sciences — Int/Div — Buy Rainier Mid Cap. EQ Port. Instl. CL — Int/Div — Buy Riversource Diversified Equity Income CL A — Int/Div — Buy T. Rowe Price blue Chip Growth Adv. CL — Int/Div — Buy Royce Value Plus Service Class — Int/Div — Buy Thomburg Intl. Value CL Instl — Int/Div — Buy Thomburg Intl. Value CL Instl — Sold (part) Wasatch Global Science & Technology — None — Buy Wasatch Global Science & Technology — Sold Fidelity Cash Reserves — Int/Div — Buy FIDELITY IRA 2 Goldman Sachs Ultra SH Duratin Govt Inst — Int/Div — Buy Generations Mult Strategies — Int/Div — Buy Rainier Mid Cap EQ Port. Instl. CL — Int/Div — Buy T. Rowe Price Blue Chip Growth Adv. CL — Int/Div — Buy Thomburg Intl. Value CL A — Int/Div — Buy Fidelity Cash Reserves — Int/Div — Buy Selection Committee Chair, Hassenfeld Family Foundation Rhode Island Public Service Fellowships Member, Temple University School of Law Board of Visitors Member, University of Rhode Island President's Council — f= Reimbursement — American Bar Association — February 6-9, 2008 — Los Angeles, CA — Mid-Year Meeting — Airfare, lodging, ground transportation, n eals Reimbursement — American Bar Association — August 7-10, 2008 — New York, NY — Annual Meeting — Lodging, ground transportation, meals Spouse's income — 2008 — self-employed attorney --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25477. Public record. Not legal advice.