# Mark Lawrence Wolf > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/27558 ## Record - **Judge:** Mark Lawrence Wolf - **Year:** 2006 - **Pages:** 20 ## Text Fidelity USA (Money Market) — Int/Div Fidelity Fund (Mutual) — Int/Div — sold Bank of America (Checking) — Interest Bank of America ( Savings) — Interest Fidelity Fund (Mutual) — Int/Div — part sold Atlantic Whiteall G.F. (Mutual) — Distribution — sold — Note 1 and See Note 2 AIM Liquid Asset Money Market Fund (Money Market) — Interest AIM Liquid Asset Money Market Fund (Money Market) — Interest Atlantic Whitehall Eq. Inc. Fund (Mutual) — Int/Div — Note 2 Atlantic Whitehall Midcap Growth (Mutual) — Int/Div — Note 2 McDonalds Corp. (Stock) — Int/Div — sold MA St. HFA Single Family 5.25% 12/1/06 (Bond) — Interest — sale Foxborough MA 5.25% 11/15/09 — Interest — sold MAS Tumpike Auth. 5.1% 1/1/08 (Bond) — Interest — sold EMC Corp. MA (Stock) — None Atlantic Whitehall Midcap Growth (Mutual) — Int/Div — Note 2 Atlantic Whitehall Growth Fund (Mutual) — Distribution — Div See Note 2 Neuberger Berman Genesis Fund (Mutual) — Distribution LILO, LLC (Limited Liability Corp.) — Int/Div Family Blues Partners (Limited Partnership) — None Citizens Bank (Savings and Checking) — Interest Mass State Cons. MBIASERD 5.5% (Bond) 11/1/12 — Interest — sold Boston MA G.0. 5% 8/1/13 (Bond) — Interest Longleaf Partners (Mutual Fund) — Int/Div Longleaf Partners (Mutual Fund) — Int/Div Dodge & Cox Stock Fund (Mutual Fund) — Int/Div MA St. HEFA 5% Partners (Bond) 7/1/07 — Interest Brookline MA GO 5.125% (Bond) — Interest AIM Liquid Asset MM Fund (Money Market) — Interest Shrewsbury MA 5% 8/15/08 (Bond) — Interest — new MA Wtr Poll ABTMT 5.15% 8/1/09 (Bond) — Interest — new MBTA Sales Tax 5.25% 7/1/11 (Bond) — Interest — new MA Wtr Res Auth 5.25% 8/1/11 (Bond) — Interest — new Norwell MA FGIC 5% 11/15/15 (Bond) — Interest — new Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3 First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3 Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3 Dodge & Cox International Stock Fund i (Mutual) — Distribution — new — Note 3 First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3 Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3 Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3 First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3 Templeton Emerging Markets Fund (Mutual) — Distribution — buy new — Note 3 Crown Life (Life Insurance) — Distribution — in — Note 4 Fidelity USA (Money Market) — Int/Div Fidelity Fund (Mutual) — Int/Div — sold Bank of America (Checking) — Interest Bank of America ( Savings ) — Interest Fidelity Fund (Mutual) — Int/Div — sold Atlantic Whiteall G.F. (Mutual) — Distribution — sold — Note 1 and See Note 2 AIM Liquid Asset Money Market Fund (Money Market) — Interest AIM Liquid Asset Money Market Fund (Money Market) — Interest Atlantic Whitehall Eq. Inc. Fund (Mutual) — Int/Div — Note 2 Atlantic Whitehall Midcap Growth (Mutual) — Int/Div — Note 2 McDonalds Corp. (Stock) — Int/Div — sold MA St. HFA Single Family 5.25% 12/1/06 (Bond) — Interest — sale Foxborough MA 5.25% 11/15/09 — Interest — sold MA St. Tumpike Auth. 5.1% 1/1/08 (Bond) — Interest — sold EMC Corp. MA (Stock) — None Atlantic Whitehall Midcap Growth (Mutual) — Int/Div — Note 2 Atlantic Whitehall Growth Fund (Mutual) — Distribution — Div See Note 2 Neuberger Berman Genesis Fund (Mutual) — Distribution LILO, LLC (Limited Liability Corp.) — Int/Div ASREEREY Blues Partners (Limited Partnership) — None Citizens Bank (Savings and Checking) — Interest Mass State Cons. MBIASERD 5.5% (Bond) 11/1/12 — Interest — sold Boston MA G.0. 5% 8/1/13 (Bond) — Interest Longleaf Partners (Mutual Fund) — Int/Div Longleaf Partners (Mutual Fund) — Int/Div Dodge & Cox Stock Fund (Mutual Fund) — Int/Div MA St. HEFA 5% Partners (Bond) 7/1/07 — Interest Brookline MA GO 5.125% (Bond) — Interest AIM Liquid Asset MM Fund (Money Market) — Interest Shrewsbury MA 5% 8/15/08 (Bond) — Interest — new MA Wir Poll ABTMT 5.15% 8/1/09 (Bond) — Interest — new MBTA Sales Tax 5.25% 7/1/11 (Bond) — Interest — new MA Wtr Res Auth 5.25% 8/1/11 (Bond) — Interest — new Norwell MA FGIC 5% 11/15/15 (Bond) — Interest — new Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3 First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3 Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3 Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3 First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3 Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3 Dodge & Cox International Stock Fund (Mutual) — Distribution — new — Note 3 First Eagle Overseas Fund (Mutual) — Distribution — new — Note 3 Templeton Emerging Markets Fund (Mutual) — Distribution — new — Note 3 Crown Life (Life Insurance) — Distribution — In — Note 4 Chairman, Director, Albert Schweitzer Fellowship Chair, John William Ward Fellowship 5, Prt EA nit he Sw Reimbursement — U.S. Department of State — China (Various cities), May 6-20, Lecturing to judges, prosecutors, and students (Transportation, Food, Lodging) Reimbursement — New York Patent Law Association — NY, NY, March 24, 2007 Annual Dinner of the Federal Judiciary (Transportation, Food, Lodging) Income — 2006 — The Boston Globe - Payment for OpEd Piece designated to a charity — $200.00 Spouse's income — U.S. Depannent of Justice — Columbia, SC, March 20-21, Teaching at National Advocacy Center (Transportation, Food, Lodging) 1. Notes to Section VII Note 1 Shares of the Mutual Fund listed on line 6 were sold on January 13, 31, and March 15, 2006 Note 2 On November 11, 2006, assets previously held in ATC Common Trust Fund products were converted by my investment advisor into corresponding Atlantic Whitehall Mutual Funds. The conversions were not taxable events. Therefore, to facilitate comparison to prior years, I have not listed the transactions as sales of the Common Trust Fund products and purchases of the corresponding Mutual Funds. However, any income earned by the Common Trust Fund products is included in the amount disclosed concerning the corresponding Mutual Fund Note 3 Shares of the Mutual Funds listed on lines 38, 39, 40, 42, 43, 44, 46, 47, and 48 were purchased on June 14, 27, and 29, 2006 Note 4 In December, 2005, 1 discovered that I owned a modest cash value Crown Life Insurance policy which was purchased for me by my parents when [ was a child and, for which the dividends and reductions in the value of the policy had been paying the premiums. In 2006, I cashed the policy in. ' i 2. As previously reported, many of the assets owned b nd me are managed and held by an investment advisory firm, Atalntic Trust Pell Rudman ("ATPR"). ATPR has provided the information contained in —- is report conceming assets in its custody. The information provided by ATPR is, to the best of my knowledge, accurate --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/27558. Public record. Not legal advice.