# Diane Finkle

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28780

## Record

- **Judge:** Diane Finkle
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 8

## Text

Great West Lifetime Advan. IRA, Mod Consy, Profile 11 — Int/Div
Ursillo, Teitz & Ritch Realty IV, Appraisal, 12/0872011 — Int/Div
First Eagle Gold Fund Class A, Mutual Fund — Int/Div
HSA Bank. Account — Interest
MFS Municipal Income Fund-A — Interest
Commonwealth Municipal Income Fund — Interest
UBS Pace Select Fund (IRA), Mutual Fund — Int/Div
Phoenix Big Edge Plus, Mutual Fund. Annuity — Int/Div
Bank Rhode Island. Account — None
Hartford Select Dimensions Fund, { Annuity) — Int/Div
Phoenix Big Edge Plus, Mutual Fund, (Annuity) — Int/Div
Fidelity FA Freedom 2020 1, 401(K)/Profit Sharing Plan — Int/Div
Pioneer Value Fund A — Int/Div
Ursillo, Teitz & Ritch Ltd. Appraisal 12/08/11 — None
American Express Money Market Account — Interest
UBS Pace Select Fund, Mutual Fund — Int/Div
SPDR SER TR Barclays Short — Int/Div — Buy
UBS Pace Select Fund. Mutual Fund (IRA) — Int/Div
UBS Pace Select Fund, Mutual Fund — Int/Div
Phoenix Bid Edge Plus, Mutual Fund (Annuity) — Int/Div
Dreyfus Insured Deposits Basic — Int/Div — Sold
Fidelity Floating Rate High Income — Int/Div
Franklin Low Duration Total — Int/Div — Sold
Goldman Sachs Global Income Fund — Int/Div
Goldman Sachs Strategic Income Fund — Int/Div
Lord Abbett Short Duration Income Fund — Int/Div
Indexiq ETF TR IQ Hedge Multi-Strategy — Int/Div
Ishares TR Momingstar — Int/Div
Ishares TR Russell Mid-Cap ETF — Int/Div
shares TR Global 100 ETF — Int/Div — Sold
shares TR Russell 2000 ETF — Int/Div
Ishares TR MSCI ACWI ETF — Int/Div
Powershares Exchange-Traded Fund — Int/Div
SPDR Index SHS FDS S&P World Ex-US ETF — Int/Div
SPDR SER TR Barclays High Yield BD FTF — Int/Div
Putnam Absolute Return 700 Fund CLY — Int/Div — Buy
Vanguard Index FDS Vanguard Reit ETF — Int/Div — Sold
Vanguard FTSE Emergng Markets ETF — Int/Div
Secretary- Westcote Drive Association, Westcote Drive Association; umcorporated private association
Liability — Coastway Community Bank — Commercial Real Estate Mortgage
Reimbursement — American Bankruptcy Institute — OTA 150 07/12/15 — Falmouth, Ma — cducational seminar and conference — registration fee, lodging and meals
Spouse's income — 2015 — Ursillo, Teitz & Ritch, Lid- salary and employee benefits
Part I, Line 2- | am the trustee of and hold a beneficial interest in Trust #1. 1 did not realize that my position in this type of trust had to be disclosed because the

trust has no reportable value as its sole asset is a term life insurance policy. Consequently, it was erroneously ommitted from previsously filed reports. Because

this trust has no reportable value it is not listed in Part VII,

Part 1, Line 3- 1 am the trustee of Trust #2 which has no assets and has never had any assets. 1 did not realize that my position m this trust had to be disclosed

because the trust has no reportable value. Consequently, it was erroneously ommitted from previsously filed reports. Because it has no reportable value it is not

listed in Part VIL

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28780. Public record. Not legal advice.
