# Nancy Gertner > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/26046 ## Record - **Judge:** Nancy Gertner - **Year:** 2008 - **Pages:** 9 ## Text IRA ACCOUNT AT SCHWAB: Schwab Money Market — Int/Div Dodge & Cox Balanced Fund — Int/Div — Sold FPA Crescent Inst] — Int/Div — Sold First Eagle Global Fund — Int/Div — Buy First Eagle Global Fund — Int/Div — Sold Oakmark Equity & Income — Int/Div — Buy Oakmark Equity & Income — Int/Div — Sold (part) T. Rowe Price Cap. Apprec — Int/Div — Sold Valero Energy Corp. — Int/Div — Sold Keeley Small Cap Value — None — Sold (part) Keeley Small Cap Value — None — Sold (part) Keeley Small Cap Value — None — Sold Berwyn Income Fund — Int/Div — Sold ICON Energy Fund — Int/Div — Sold Third Avenue Value — Int/Div — Sold Eaton Vance Dividend Builder Fund* — Int/Div — Sold (part) Eaton Vance Dividend Builder Fund* — Int/Div — Sold Marsico 21st Century — None — Sold (part) Marsico 21st Century — None — Sold (part) Marsico 21st Century — None — Sold Dodge & Cox Int'l. Stock — Int/Div — Sold SECOND IRA AT SCHWAB: Schwab Money Mkt (See Section VIII) ** — None Cash** (see Section VIII) — Int/Div Dodge & Cox Balance — Int/Div — Sold Longleaf Partners Small Cap — None — Sold FPA Crescent Int'l — Int/Div — Buy Caterpillar Common Stock *** — Int/Div — Sold ICON Energy Fund *** — Int/Div — Sold (part) ICON Energy Fund *** — Int/Div — Sold Third Avenue Value *** — Int/Div — Sold Dodge & Cox Int'l. Stock *** — Int/Div — Sold Harbor Int'l. Fund — Int/Div — Buy James Bal. Golden Rainbow — Int/Div — Buy (add'l) Permanent Folio Fund — Int/Div — Buy BROKERAGE ACCT. AT SCHWAB: Schwab Money Market (See Section VIII)** — Int/Div Cash (See Section VIII)* — None 2ND BROKERAGE ACCT AT SCHWAB Schwab Money Market (See Section VIII)** — None Cash (See Section VIII)** — None Cisco Systems common stock — None Oakmark Equity Income — Int/Div Pkng., house rental, : NESS B rookline MA **** — Rent Permanent Portfolio Fund — Int/Div — Buy Trustee, Petra Foundation (a non-profit foundation) Instructor, Yale Law School Guest Instructor, William S. Richardson School of Law, Honolulu, HI Agreement — 1994 — Dwyer, Collora & Gertner: Partnership Agreement Liability — American Express — Revolving Credit Liability — Bank of America - Visa — Visa - Revolving Credit Liability — ATT Universal Card — Revolving Credit Liability — American Express Blue — Revolving Credit Reimbursement — Yale Law School, New Haven, CT — spring & fall semesters — New Haven, CT — Taught once a week — Travel, sometimes lodging and meals Reimbursement — William S. Richardson School of Law — January 8-23 — Nonolulu, HI — Taught — Travel, lodging and meals (see also Part I ) Reimbursement — American College of Trial L awyers — January 24-26 — Frisco, TX — Lecture — Travel, lodging and meals Reimbursement — New York University — March 11 — New York, NY — Symposium — Travel, lodging Reimbursement — New York University — April 5 — New York, NY — Chaired Interview Panel — Travel, lodging Reimbursement — Fordham Law School — April 24 — New York, NY — Stein Center Faculty Mtng — Travel, lodging Reimbursement — American Law Institute — April 25 — Philadelphia, PA — Advisers’ Meeting — Travel, lodging Reimbursement — National Judicial College — May 2 — Meredith, NH — Presentation — Travel Reimbursement — American Bar Associatiion — May 14-15 — Chicago, IL — Keynote Speaker — Travel, lodging and meals Reimbursement — Assoc. of American Law Scho ols — June 4-5 — Cleveland, OH — Lecture — Travel, lodging and meals Reimbursement — 12Nat'l. Assoc. of Sentencing Co mmissioners* — August 3-5 — San Francisco, CA — Presentation — Travel, lodging and meals Reimbursement — 13Women's Bar Association — August 7 — New York, NY — Presentation — Travel, lodging and meals Reimbursement — American Bar Association — August 9 — New York, NY — Received Marshall Award — Travel Reimbursement — 15John Jay College — October — New York, NY — Presentation — Travel Reimbursement — 16Nat'l. Assoc. of Women Judges — October 16-17 — Portland, OR — Annual Meeting — Travel, lodging Reimbursement — 17Wellesley College & Yale Law School* — October 18-25 — Beijing, China — Taught — Travel, lodging and meals Reimbursement — 18Fordham Law School — October 29 — New York, NY — Advisors meeting — Travel, lodging Reimbursement — American Bar Association — December 8 — Washington, DC — Conference — Travel, lodging and meals Income — 2008 — Yale Law School; teaching sentencing seminar, spring and fall semesters *** (See Section VIII — $20,780.00 Income — Jan. 2008 — William S. Richardson School of Law, Honoluly, HI taught American Jur v Process — $5.706.00 Spouse's income — 2008 — American Civil Liberties Union of Massachusetts salary Spouse's income — 2008 — American Civil Liberties Union of Massachusetts deferred annuity Part I. Positions: The Petra Foundation is a non-profit organization. Part II. Agreements: The partnership agreement with Dwyer, Collora & Gertner (now Dwyer & Collora) governs the partnership distribution (including capital contribution and fees) for legal services rendered before my induction on April 25, 1994. The partnership agreement with Silverglate, Gertner, Fine & Good govems fees generated during the partnership life (which ended in 1990) but received after its tenninakion. Part VII. Investments and Trusts **Cash moves between money market and cash accounts, as purchases and sales of holdings are made. The money balance is held in a position actually called "Cash"; a position where funds are held. * Eaton Vance Utilities Fund changed its name to Eaton Vance Dividen Builder Fund. ***Holdings under "Second Ira at Schwab." (#29-32 should go after FPA Crescent holding.) **+*Rental of a parking space and the carriage house next to our house. Part IV. Reimbursements: Item 12 -the expenses for my presentation at the National Association of Sentencing Commissioners were paid for by Yale Law School. Item 17 - my expenses were split between Wellesley Centers for Women at Wellesley College and the China Law Center of Yale Law School. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/26046. Public record. Not legal advice.