Kathleen McDonald O'Malley

2014Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 374

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 10

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Dean's Advisory Committee, Case Western Reserve Law School
  • John M. Manos Inn of Court
  • Edward Coke Appellate Inn of Court
  • Counselor, Giles S. Rich American Inn of Court
  • Society of Benchers, Case Western Reserve Law School
  • Colorado Bar Assocation
  • Association of Corporate Patent Counsel
  • Akron Law School
  • Property Lawyers Association
  • Ave Mana Law School Federalist Society
  • San Diego Law School
  • Marquette Law School
  • Seattle Intellectual Property hn
  • Property ty Lawyers Assoxiation
  • Eighth Circuit Judicial Conference
  • Marquettle Law School - Compensation for Teaching Activities

As filed

Citibank — Interest

Castle Harlan Affiliates IV-A. LLP — Interest — Sold (part)

Castle Harlan Partners V, LLP — Interest — Sold (part)

CHP V Affiliates AIV, LP — None — Sold (part)

Mid-Atlantic Fund of Funds II. LP — Interest — Sold (part)

The Dinner Club I. LLC — None — Distnbuted

AE! Alien Series B Inv 11, LLC — None

Covington Pension Plan Cash

Balance Account — None — with line 13)

Covington & Burling Partnership LLP — Interest

Charles Schwab 401k — Int/Div

Dodge & Cox Stock — None — Buy (add'l)

Dodge & Cox Stock — Buy (add'l)

Dodge & Cox Stock — Buy (add'l)

Dodge & Cox Stock — Buy (add'l)

American Beacon Small Cap Val Inst — None — Buy (add'l)

American Beacon Small Cap Val Inst — Buy (add'l)

American Beacon Small Cap Val Inst — Buy (add'l)

American Beacon Small Cap Val Inst — Buy (add'l)

Lazard Emerging Market Equity Inst — None — Buy (add'l)

Lazard Emerging Market Equity Inst — Buy (add'l)

Lazard Emerging Market Equity Inst — Buy (add'l)

Lazard Emerging Market Equity Inst — Buy (add'l)

Pimco Total Retum Inst — None — Buy (add'l)

Pimco Total Retum Inst — Buy (add'l)

Pimco Total Retum Inst — Buy (add'l)

Pimco Total Retum Inst — Buy (add'l)

Schwab Stable Value Inst 11 — None — Buy (add'l)

Schwab Stable Value Inst 11 — Buy (add'l)

Schwab Stable Value Inst 11 — Buy (add'l)

Schwab Stable Value Inst 11 — Buy (add'l)

JP Morgan Large Cap Growth RS — None — Buy (add'l)

JP Morgan Large Cap Growth RS — Buy (add'l)

JP Morgan Large Cap Growth RS — Buy (add'l)

JP Morgan Large Cap Growth RS — Buy (add'l)

Morgan Stanley Inst Mid Cap Growth — None — Buy (add'l)

Morgan Stanley Inst Mid Cap Growth — Buy (add'l)

Morgan Stanley Inst Mid Cap Growth — Buy (add'l)

Morgan Stanley Inst Mid Cap Growth — Buy (add'l)

Thomburg Int'l Equity Fund — None — Buy (add'l)

Thomburg Int'l Equity Fund — Sold

Oakmark Intemational — Buy

Oakmark Intemational — Buy (add'l)

Oakmark Intemational — Buy (add'l)

Schwab Brokerage Account #1

Steelpath MLP Select 40 — Int/Div — Sold (part)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

DFA Emerging Mkt Value — Int/Div — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

Dodge & Cox Int'l Stock Fund — Int/Div — Buy (add'l)

Dodge & Cox Int'l Stock Fund — Buy (add'l)

Pimco Emerg Local Bond — Int/Div — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Wells Fargo Adv Intl — Int/Div — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

JPMorgan HiYield Select — Int/Div — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Sold

Pimeo Comm Real Retum — Int/Div — Buy

Pimeo Comm Real Retum — Buy (add'l)

American Fund Europacific — Int/Div — Buy (add'l)

American Fund Europacific — Buy (add'l)

American Fund Europacific — Buy (add'l)

Pimco Foreign Bond Fund — Int/Div — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Vang St Exempt Fund — Interest — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang Inflation Protected — Int/Div — Buy (add'l)

Vang Inflation Protected — Buy (add'l)

Vang Inflation Protected — Buy (add'l)

Vang Inflation Protected — Buy (add'l)

Vang Inflation Protected — Buy (add'l)

Cohen & Steers Realty — Int/Div — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Ishares Trust S&P S00 — Int/Div — Sold (part)

Vang Small Cap — Int/Div — Sold (part)

Barkleys iPath ETN — Int/Div — Sold

Baird Inter Mum — Interest — Buy (add'l)

Baird Inter Mum — Sold (part)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Baird Inter Mum — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Int/Div — Buy

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Cash Brokerage Account £1 (X) — Interest

Schwab Brokerage Account #2

Steelpath MLP Select 40 — None — Sold (part)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

DFA Emerging Mkt Value — Int/Div — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

Dodge & Cox Int'l Stock Fund — Int/Div — Buy (add'l)

Dodge & Cox Int'l Stock Fund — Buy (add'l)

Pimco Emerg Local Bond — Int/Div — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Wells Fargo Adv Intl — Int/Div — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

Wells Fargo Adv Intl — Buy (add'l)

JPMorgan HiYield Select — Int/Div — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Sold

Pimeo Comm Real Return — Int/Div — Buy

Pimeo Comm Real Return — Buy (add'l)

Pimeo Comm Real Return — Buy (add'l)

American Fund Europacific — Int/Div — Buy (add'l)

American Fund Europacific — Buy (add'l)

American Fund Europacific — Buy (add'l)

Pimco Foreign Bond Fund — Int/Div — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Vang St Exempt Fund — Interest — Buy (add'l)

Vang St Exempt Fund — Sold (part)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang Inflation Protected — Int/Div — Buy (add'l)

Vang Inflation Protected — Buy (add'l)

Vang Inflation Protected — Buy (add'l)

Vang Inflation Protected — Buy (add'l)

Vang Inflation Protected — Buy (add'l)

Cohen & Steers Realty — Int/Div — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Ishares Trust S&P S00 — Int/Div — Sold (part)

Ishares Trust S&P S00 — Buy (add'l)

Ishares Trust S&P S00 — Buy (add'l)

Ishares Trust S&P S00 — Buy (add'l)

Vang Small Cap — Int/Div — Sold (part)

Vang Small Cap — Buy (add'l)

Vang Small Cap — Buy (add'l)

Baird Inter Muni — Int/Div — Buy (add'l)

Baird Inter Muni — Sold (part)

Baird Inter Muni — Buy (add'l)

Baird Inter Muni — Buy (add'l)

Baird Inter Muni — Buy (add'l)

Baird Inter Muni — a

Baird Inter Muni — Buy (add'l)

Baird Inter Muni — Buy (add'l)

Baird Inter Muni — Buy (add'l)

Baird Inter Muni — Buy (add'l)

Baird Inter Muni — Buy (add'l)

Baird Inter Muni — Buy (add'l)

Baird Inter Muni — Buy (add'l)

bail — Buy (add'l)

Barclay's iPath ETN — None — Sold

Hotchkis & Wiley Hi Yield (X) — Int/Div — Buy

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Cash Brokerage Account #2 — Interest

Schwab IRA #1 — Int/Div

JPMorgan High Yield Fund — None — Buy (add'l)

JPMorgan High Yield Fund — Buy (add'l)

JPMorgan High Yield Fund — Buy (add'l)

JPMorgan High Yield Fund — Buy (add'l)

JPMorgan High Yield Fund — Buy (add'l)

JPMorgan High Yield Fund — Buy (add'l)

JPMorgan High Yield Fund — Buy (add'l)

JPMorgan High Yield Fund — Buy (add'l)

JPMorgan High Yield Fund — Buy (add'l)

JPMorgan High Yield Fund — Buy (add'l)

JPMorgan High Yield Fund — Sold

Steelpath MLP Select 40 — None — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Sold (part)

Steelpath MLP Select 40 — Buy (add'l)

Pimco Emerging Local Bond Fund — None — Buy (add'l)

Pimco Emerging Local Bond Fund — Buy (add'l)

Pimco Emerging Local Bond Fund — Buy (add'l)

R11] — Buy (add'l)

R11] — Buy (add'l)

R11] — Buy (add'l)

R11] — Buy (add'l)

R11] — Buy (add'l)

R11] — Buy (add'l)

R11] — Buy (add'l)

R11] — Buy (add'l)

R11] — Buy (add'l)

Wells Fargo Advig Int'l Fund — None — Buy (add'l)

kil} — Buy (add'l)

kil} — Buy (add'l)

kil} — Buy (add'l)

kil} — Buy (add'l)

kil} — Buy (add'l)

Baird Aggregate Bond Inst Fund — None — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

Baird Aggregate Bond Inst Fund — Buy (add'l)

DFA Emergmg Mkt Value Portfolio — None — Buy (add'l)

DFA Emergmg Mkt Value Portfolio — Buy (add'l)

DFA Emergmg Mkt Value Portfolio — Buy (add'l)

Pimeo Comm Real Estate Return — None — Buy (add'l)

Dodge & Cox Int'l Stock Fund — None — Sold (part)

Dodge & Cox Int'l Stock Fund — Buy (add'l)

Dodge & Cox Int'l Stock Fund — Buy (add'l)

American Fund Europacific Growth — None — Buy (add'l)

Pimco Foreign Bond Fund — None — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

R*3] — Buy (add'l)

Pimco Total Return Fund — None — Buy (add'l)

Pimco Total Return Fund — Buy (add'l)

REN] — Buy (add'l)

REN] — Buy (add'l)

REN] — Buy (add'l)

REN] — Buy (add'l)

REN] — Buy (add'l)

REN] — Buy (add'l)

REN] — Buy (add'l)

REN] — Buy (add'l)

REN] — Sold

Cohen & Steers Realty Shares — None — Buy (add'l)

Cohen & Steers Realty Shares — Buy (add'l)

Cohen & Steers Realty Shares — Buy (add'l)

Cohen & Steers Realty Shares — Buy (add'l)

Vangaurd Inflation Protected Securities — None — Buy (add'l)

Vangaurd Inflation Protected Securities — Buy (add'l)

Vangaurd Inflation Protected Securities — Buy (add'l)

Vangaurd Inflation Protected Securities — Buy (add'l)

Ishares Trust S&P S00 Index — None — Sold (part)

Vanguard Small Cap Fund — None — Sold (part)

Hotchkis & Wiley Hi Yield (X) — None — Buy

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Hotchkis & Wiley Hi Yield (X) — Buy (add'l)

Schwab Cash Reserves — None

Member, Dean's Advisory Committee, Case Western Reserve Law School

Master Bencher, John M. Manos Inn of Court

Master Bencher, President, Edward Coke Appellate Inn of Court

Member, Counselor, Giles S. Rich American Inn of Court

Member, President, Society of Benchers, Case Western Reserve Law School

Reimbursement — Colorado Bar Assocation — 01/1022014 01/122014 — Vail, CO — Colorado Bar Event — Aartare, lodging, and meals

Reimbursement — Association of Corporate Patent Counsel — 01/26/2014 017292014 — Phoenix, AZ — ACPC Winter Meeting — Airfare, lodging, and meals

Reimbursement — Akron Law School — 02/08/2014 02/14/2014 — Naples, FL — Akron Law School Conference — Aarfare, lodging, and meals

Reimbursement — Property Lawyers Association — 02202014 — Property Lawyers Association — A en Aan TTT.

Reimbursement — Ave Mana Law School Federalist Society — 03/12/2014 03/13:2014 — Naples, FL — Ave Mana Law School Federalist Society — Aartare, lodgimg, and meals

Reimbursement — San Diego Law School — 04/03/2014 (MN052014 — San Diego, CA — San Diego Law Patent Conference — Aarfare, lodgimg, and meals

Reimbursement — Marquette Law School — 04/15/2014 04/152014 — Milwaukee. WI — Nies Lecture Senes — Airfare, lodging, and meals

Reimbursement — Seattle Intellectual Property hn — 05/152014 05/1602014 — Seattle, WA — Inn Meeting — Airfare, lodging, and meals

Reimbursement — Property ty Lawyers Assoxiation — 06072014

Reimbursement — Eighth Circuit Judicial Conference — 0806/2014 0%08/2014 — Omaha, NE — Eighth Circurt Bench & Bar — Aarfare, lodging, and meals

Income — 104162014 — Marquettle Law School - Compensation for Teaching Activities — S5.000.00

AR

AALFAE RR RAFAL RINE QFEVIVAIA RIAA AAA AAY BAL NEA LL ERTL Te {He pL 0) Tepid

Amendments:

Section I11-B - Line |:

Type of income fo

Section VII - Line 8:

Omitted us cash received is not reportable.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Kathleen McDonald O'Malley | Frix