# Claire Rita Kelly > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29033 ## Record - **Judge:** Claire Rita Kelly - **Year:** 2019 - **Pages:** 11 ## Text INDIVIDUAL ASSETS (H) Citibank - Cash Accounts — Interest Met Life - whole life / life insurance — Dividend Series EE US Savings Bond — None BROKERAGE ACCCOUNT #1 (H) Citigroup Inc Stock (common) (C) — Dividend General Electric Stock (common) (GE) — Dividend AMERICAN FUNDS, AMERICAN EUROPACIFIC GRW F2 (AEPFX) — Dividend AMERICAN FUNDS, AMERICAN GW FD OF AMERICA F2 (GFFFX) — Dividend AMERICAN FUNDS, AMERICAN WA MUTUAL F2 (WMFFX) — Dividend MAINSTAY NY TAX FREE OPPORT I (MNOIX) — Dividend PGIM TOTAL RETURN BD Z (PDBZX) — Dividend IRA #1 (H) MORGAN STANLEY BANK NA (CASH) (Y) Charles Schwab US MC ETF (SCHM) — Dividend — Buy SPDR S&P Homebuilders ETF (XHB) — Dividend — Buy Baird Short Term BD INST (BSBIX) — Dividend — Buy Carillon Reams Core Plus BD FD I (SCPZX) — Dividend — Buy ISHARES MORNINGSTAR MID CP ETF (JKG) — Dividend — Sold WISDOMTREE TR JAPN HEDGE EQ (DXJ) — Dividend — Sold BARON GROWTH INSTITUTIONAL (BGRIX) — None — Sold BLACKROCK INFLAT PROT BOND I (BPRIX) — Dividend — Sold CLEARBRIDGE LG CAP GRWTH I (SBLYX) — Dividend — Sold (part) CLEARBRIDGE LG CAP GRWTH I (SBLYX) — Sold (part) DELAWARE INV SM VAL INST (DEVIX) — Dividend Hood River SM Cap GWTH INSTL CL (HRSMX) — None — Buy DOUBLELINE TOTAL RETURN I (DBLTX) — Dividend — Sold (part) DOUBLELINE TOTAL RETURN I (DBLTX) — Buy (add'l) EV ADV FLOATING RATE I (EIFAX) — Dividend — Sold MAINSTAY CUSHING MLP PREMIER I (CSHZX) — Dividend OAKMARK FUND ADV (OAYMX) — Dividend — Sold (part) Orinda Income OPPTY INST (OIOIX) — Dividend — Buy PEAR TREE POLARIS FGN VL I (QFVIX) — Dividend PGIM TOTAL RETURN BD Z (PDBZX) — Dividend — Sold (part) PGIM TOTAL RETURN BD Z (PDBZX) — Sold (part) Virtus SEIX Float Rate High INCM I (SAMBX) — Dividend — Buy WCM Focused INTL Growth FD INST (WCMIX) — Dividend — Buy Zacks Div FD Inst (ZDIIX) — Dividend — Buy THORNBURG INTL GRWTH I (TINGX) — None — Sold WESTERN ASSET CORE PLUS BD I (WACPX) — Dividend — Sold IRA #2 (H) Charles Schwab Bank (cash) — Interest — Open Charles Schwab US MC ETF (SCHM) — Dividend — Buy SPDR S&P Homebuilders ETF (XHB) — Dividend — Buy Baird Short Term BD INST (BSBIX) — Dividend — Buy ISHARES MORNINGSTAR MID CP ETF (JKG) — Dividend — Sold WISDOMTREE TR JAPN HEDGE EQ (DXJ) — Dividend — Sold BARON GROWTH INSTITUTIONAL (BGRIX) — None — Sold BLACKROCK INFLAT PROT BOND I (BPRIX) — Dividend — Sold Carillon Reams Core Plus BD FD I (SCPZX) — Dividend — Buy CLEARBRIDGE LARGE CAP GRWTH I (SBLYX) — Dividend — Sold (part) DELAWARE INV SM VAL INST (DEVIX) — Dividend Hood River SM Cap GWTH INSTL CL (HRSMX) — None — Buy DOUBLELINE TOTAL RETURN I (DBLTX) — Dividend — Buy (add'l) EV ADV FLOATING RATE I (EIFAX) — Dividend — Sold MAINSTAY CUSHING MLP PREMIER I (CSHZX) — Dividend OAKMARK FUND ADV (OAYMX) — Dividend — Sold (part) Orinda Income OPPTY INST (OIOIX) — Dividend — Buy PEAR TREE POLARIS FGN VL I (QFVIX) — Dividend — Buy (add'l) PGIM TOTAL RETURN BD Z (PDBZX) — Dividend Virtus SEIX Float Rate High INCM I (SAMBX) — Dividend — Buy WCM Focused INTL Growth FD INST (WCMIX) — Dividend — Buy Zacks Div FD Inst (ZDIIX) — Dividend — Buy THORNBURG INTL GROWTH I (TINGX) — None — Sold WESTERN ASSET CORE PLUS BD I (WACPX) — Dividend — Sold IRA #3 (H) Fidelity Blue Chip GR (FBGRX) — Dividend Fidelity Blue Chip Value (FBCVX) — Dividend Fidelity Diversified International Fund (FDIVX) — Dividend Fidelity Global Comdty Stock (FFGCX) — Dividend Fidelity Int'l Real Estate (FIREX) — Dividend Fidelity Mid Cap ENH Index (FMEIX) — Dividend Fidelity SM Cap ENH Index (FCPEX) — Dividend Fidelity Total Emerging Markets (FTEMX) — Dividend Fidelity GLB High Income (FGHNX) — Dividend Fidelity NEW Mkts. Inc. (FNMIX) — Dividend Fidelity Strategic Income (FADMX) — Dividend Fidelity Total Bond (FTBFX) — Dividend IRA #4 (H) TIAA Traditional — Dividend — Distributed (part) IRA #5 (H) Charles Schwab US MC ETF (SCHM) — Dividend — Buy Baird Short Term BD INST (BSBIX) — Dividend — Buy Carillon Reams Core Plus BD FD I (SCPZX) — Dividend — Buy BLACKROCK INFLAT PROT BOND I (BPRIX) (X) — Dividend — Sold CLEARBRIDGE LARGE CAP GROWTH (SBLYX) — Dividend — Buy (add'l) CLEARBRIDGE LARGE CAP GROWTH (SBLYX) — Sold (part) DOUBLELINE TOTAL RETURN I (DBLTX) (X) — Dividend EV ADV FLOATING RATE 1 (EIFAX) (X) — Dividend — Sold OAKMARK FUND ADVISOR (OAYMX) — Dividend — Buy (add'l) OAKMARK FUND ADVISOR (OAYMX) — Sold (part) PEAR TREE POLARIS FGN VL I (QFVIX) (X) — Dividend PGIM TOTAL RETURN BOND Z (PDBZX) — Dividend — Buy (add'l) THORNBURG INTL GROWTH I (TINGX) (X) — None — Sold WESTERN ASSET CORE PLUS BD I (WACPX) — Dividend — Buy (add'l) WESTERN ASSET CORE PLUS BD I (WACPX) — Sold WCM Focused INTL Growth FD INST (WCMIX) — Dividend — Buy Zacks Div FD Inst (ZDIIX) — Dividend — Buy CUSTODIAL ACCOUNT #1 (H) General Electric Stock (common) (GE) — Dividend COLLEGE FUND #1 (H) NY 529 College Svgs Prog, Mod Age-Based Opt: Conservative Growth Portf — None — Buy (add'l) Board Member and Adjunct Faculty Member, Brooklyn Law School Spouse's income — 2019 — Hewlett-Woodmere Union Free School District - Salary Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per page 42 of the filing instructions. . Name change: NY 529 College Svgs Prog, Mod Age-Based Opt: Conservative Growth Portfolio was NY 529 College Svgs Prog, Mod Age-Based Opt: Disciplined Growth Portfolio. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29033. Public record. Not legal advice.