# Shirley P. Mensah

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/2922

## Record

- **Judge:** Shirley P. Mensah
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 16

## Text

LEIC — None
EZU(Y)
URI — None
BMY — Int/Div
BIB — None
UTHR — None
Bank of America - Checking — Interest
First Community - Checking — Int/Div
ING Direct/Capital One - Savings — Interest
IRA 21 (SPM) (H)
IRA 21 (SPM) (H) — Sold
IRA 21 (SPM) (H) — Int/Div — Buy (add'l)
IRA 21 (SPM) (H) — Sold (part)
FrIidL — Int/Div — Buy (add'l)
TOTL — Int/Div — Sold (part)
TOTL — Buy (add'l)
TOLSX — Sold
KLCIX — Int/Div — Buy
KLCIX — Sold (part)
HFOIX — Sold
FDSWX — Int/Div — Buy (add'l)
FDSWX — Buy (add'l)
Invesco Floating Rate Fund (AFRYX) — Int/Div — Buy (add'l)
Invesco Floating Rate Fund (AFRYX) — Buy (add'l)
Loomis Sayles Investment Grade Bond Fund Class A (LSHIX) — Int/Div — Buy
Loomis Sayles Investment Grade Bond Fund Class A (LSHIX) — Buy (add'l)
Loomis Sayles Investment Grade Bond Fund Class A (LSHIX) — Int/Div — Buy (add'l)
Loomis Sayles Investment Grade Bond Fund Class A (LSHIX) — Sold (part)
Loomis Sayles Investment Grade Bond Fund Class A (LSHIX) — None — Sold
EFAV — None — Sold
SPYG — None — Sold
GSIE — None — Sold
GSLC — None — Sold
GSLC — None — Sold
BAGIX — None — Sold
GSGLX — None — Sold
IAL — None
HGHIX (XD — Int/Div — Buy
MIOIX (X) — Int/Div — Buy
GLIFX(X) — Int/Div — Buy
EMKIX (X) — Int/Div — Buy
FIHBX (X) — Int/Div — Buy
FIHBX (X) — Buy (add'l)
LFRX (X) — Int/Div — Buy
LFRX (X) — Buy (add'l)
IEMG(X) — Int/Div — Buy
KRE (X) — Int/Div — Buy
LIBR (X) — Int/Div — Buy
IRA #2 (PKM's ROTH) (H)
EZU(Y) — Buy (add'l)
VUG — Int/Div
VTV — Int/Div
VT1 — Int/Div
BKLN(Y)
ITRAY)
BND(Y)
IEMG — Int/Div — Buy (add'l)
IEFA LY)
SCHB — Buy (add'l)
SCHV(Y)
GOVT I(Y)
IEFA (X) — hy — Buy
UBS EQUITY FOCUS FUND — Int/Div
UBS DIVIDEND STRATEGY FUND — Int/Div
UBS Q GARP LIST FUND (X) — Int
529 Plan #1 (ORAAM) (H)
Columbia Growth 529 Portfolio Fund Class C (MFZNMV) — None
Columbia Moderate Growth 529 Portfolio Fund Class C (MFZMNW) — None
S29 Plan #2 (AAPM) (H)
MFZNMJ (Columbia Growth A) — None
Janus Enterprise Fund D Shares — Int/Div
Brokerage Account #1 (Fidelity) (H)
Brokerage Account #1 (Fidelity) (H) — None — Sold (part)
Pfizer 301(k) (/H)
ees Large Cap Growth — None
T Rowe Small Cap Stock — None
Dodge & Cox Intl — None
w=Mid Cap Stock Fund — None
Pfizer Stock Match — None
Russell 2000 Sm Cap Index — None
NT S&P 500 index — None
BP Large Cap Value — None
BTC Tips Index (Y)
Brokerage Account #2 (TD Ameritrade) (H)
ADAP — None
ADNT — Int/Div
ADNT — Int/Div — Sold
AAPL — Int/Div
AAL/USAIR — Int/Div
AMZN
BAC — Int/Div
BLUE — None
BIB — Int/Div — Sold
BLCM — None
BLCM — Int/Div — Sold
BLCM — None — Sold
LCMCOCSK/ICMOSA — Int/Div
DAL — Int/Div
DTV/T — Int/Div — Sold
DFS — Int/Div
DFS — Int/Div — Sold
RE — Int/Div
FB — None
GS — Int/Div
GT — Int/Div
GOOG — None
INCY — None
INTC — Int/Div
INTC — Int/Div — Sold
JUNO — None
KITE — None — Distnbuted
LEA — Int/Div
MGA — Int/Div
MSFT — Int/Div
MS — Int/Div
NP — Int/Div
NFLX — None
ORBK — None
ORBK — None — Sold
REGN — None
REGN — None — Sold
SANM — None
SGEN — None
LLV — Int/Div
LLV — Int/Div — Sold
TSLA — None
AVHI(X) — None — Buy
AL(X) — Int/Div — Buy
AAOI(X) — None — Buy
AXTIH(X) — None — Buy
CCBG(X) — Int/Div — Buy
COBZ(X) — None — Buy
EBF(X) — None — Buy
BEN(X) — Int/Div — Buy
GE(X) — None — Buy
GNBC(X) — None — Buy
GCBC (X) — Int/Div — Buy
GBNK (X) — Int/Div — Buy
INTT(X) — None — Buy
KE(X) — None — Buy
MBUU(X) — None — Buy
MPB (X) — Int/Div — Buy
MLR (X) — None — Buy
SORL (X) — None — Buy
TSEM (X) — None — Buy
1TIMI(X) — None — Buy
Brokerage Acct #3 (Interactive Brokers) (H)
BIB — None
BLUE — None
CELG — None
GILD — Int/Div
INCY — None
JUNO — None
KITE — None — with line 151)
REGN — None
ADAP (X) — Int/Div — Buy
AVXS(X) — None — Buy
BLCM(X) — None — Buy
BOLD (X) — None — Buy
RGNX(X) — None — Buy
SGEN(X) — None — Buy
VYGR (X) — None — Buy
Rental Property #1(Loft St. Louis, Mo) (comparable units) — Rent
Rental Property #2 (Condo, St. Louis, MO) {comparable units) — Rent
Trustee, New City School
Liability — New City School — Tuition
Part VII -Additional Notes:

Assets previously identified as not reportable and designated with a (Y) have either been removed from this report or, if reportable during this period, the Y was

removed and information regarding the asset was reported.

Line 78 - After this 401(k) account was rebalanced the fund at line 78 was sold in July 2016. This sale was inadvertently omitted from the 2017 disclosure. The

value of the fund at the time of the sale was Code K - between $15,001-$50,000.

Line 108, in october 2017 KITE merged with GILD (line 131). However, this transaction is described as a “distribution” because GILD was not already an asset in

this TD Amentrade brokerage account.

Lines 150-51 reflect the current asking/sale price of comparable units in the area.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/2922. Public record. Not legal advice.
