# Maureen P. Kelly > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/29556 ## Record - **Judge:** Maureen P. Kelly - **Year:** 2019 - **Pages:** 10 ## Text Schwab retirement inherited IRA (H) Cash & Cash Equivalents — None PNC Savings Account — Interest PNC Savings Account — Interest Schwab Brokerage Account (H) Large US Equity Berk Hath new Class B — None — Sold (part) Large US Equity Polen Growth Fund — Dividend — Distributed (part) Large US Equity Yacktman Focused Inst — None — Sold (part) Large US Equity Yacktman Focused Inst — Distributed (part) Large US Equity Jensen Quality Growth Fd — Dividend — Distributed (part) Large US Equity American Express Company — Dividend Large US Equity Kinetics Paradigm Fund Cl I — None — Distributed (part) Large US Equity Longleaf Partners Fund — Dividend — Distributed (part) Large US Equity Amazon Com Inc — None Large US Equity Sequoia Fund — None — Distributed (part) Large US Equity Sequoia Fund — Distributed (part) Large US Equity PNC Finl Services Gp Inc — Dividend Mid US Equity Akre Focus Fd Inst — None — Distributed (part) Mid US Equity Nuance Concentrated Value — None — Sold Mid US Equity Vanguard MidCap ETF — Dividend — Buy Mid US Equity Vanguard MidCap ETF — Buy (add'l) Mid US Equity Vanguard MidCap ETF — Buy (add'l) Mid US Equity Vanguard MidCap ETF — Buy (add'l) Mid US Equity Vanguard MidCap ETF — Buy (add'l) Mid US Equity Vanguard MidCap ETF — Buy (add'l) Mid US Equity Vanguard MidCap ETF — Buy (add'l) Mid US Equity Alpha Architect US Quantative Value ETF — Dividend — Buy Mid US Equity Alpha Architect US Quantative Value ETF — Buy (add'l) Mid US Equity Alpha Architect US Quantative Value ETF — Buy (add'l) Mid US Equity Alpha Architect US Quantative Value ETF — Buy (add'l) Mid US Equity Alpha Architect US Quantative Value ETF — Buy (add'l) Mid US Equity Alpha Architect US Quantative Value ETF — Buy (add'l) Mid US Equity Alpha Architect US Quantative Value ETF — Buy (add'l) Mid US Equity Alpha Architect US Quantative Value ETF — Buy (add'l) Small US Equity FPA Capital Fund Cl A — None — Distributed (part) Small US Equity FPA Capital Fund Cl A — Sold Small US Equity Longleaf Partners Small Cap Fund — None — Distributed (part) Small US Equity Intrepid Endurance Fund — None — Sold Small US Equity Vulcan Value Partners Small Cap — None — Sold Small US Equity Cove Street Capital — Dividend Small US Equity WisdomTree US SmallCap Earnings ETF — Dividend — Buy Small US Equity WisdomTree US SmallCap Earnings ETF — Buy (add'l) Small US Equity WisdomTree US SmallCap Earnings ETF — Buy (add'l) Small US Equity WisdomTree US SmallCap Earnings ETF — Buy (add'l) Small US Equity WisdomTree US SmallCap Earnings ETF — Buy (add'l) Small US Equity WisdomTree US SmallCap Earnings ETF — Buy (add'l) Small US Equity WisdomTree US SmallCap Earnings ETF — Buy (add'l) Small US Equity WisdomTree US SmallCap Earnings ETF — Buy (add'l) Global Equity Oakmark Global Select — Dividend Global Equity Evermore Global Value Fd Cl I — Dividend — Distributed (part) Global Equity VanEck Vectors Morningstar Intl Moat ETF — Dividend — Buy Global Equity PIMCO RAFI Dyn Multi- Factor Emerging Markets Equity ETF — Dividend — Buy Global Equity PIMCO RAFI Dyn Multi- Factor Emerging Markets Equity ETF — Buy (add'l) International Developed Equity Tweedy Browne Global Value Fund — None — Distributed (part) International Developed Equity Harbor International Fund Inst Cl — None — Sold International Developed Equity First Eagle Overseas Fund Cl — Dividend — Distributed (part) International Developed Equity Lazard Intl Strategic — None — Sold International Developed Equity Schwab Intl Small-Cap Equity ETF — Dividend — Buy International Developed Equity Schwab Intl Small-Cap Equity ETF — Buy (add'l) International Developed Equity Schwab Intl Small-Cap Equity ETF — Buy (add'l) International Developed Equity Schwab Intl Small-Cap Equity ETF — Buy (add'l) International Developed Equity Schwab Intl Small-Cap Equity ETF — Buy (add'l) International Developed Equity Schwab Intl Small-Cap Equity ETF — Buy (add'l) International Developed Equity Schwab Intl Small-Cap Equity ETF — Buy (add'l) International Developed Equity Schwab Intl Small-Cap Equity ETF — Buy (add'l) International Developed Equity Brookfield Asset Mgmt Inc Class A — Dividend — Buy International Emerging Equity Seafarer Overseas Gwth & Inc — None — Sold International Emerging DFA Emerging Markets Small Cap I — None — Buy International Emerging DFA Emerging Markets Small Cap I — Distributed (part) Alternative Securities Baron Real Estate Fund — None — Distributed (part) Alternative Securities Baron Real Estate Fund — Distributed (part) Alternative Securities Litman Gregory Masters Alt Strat Inst — None Alternative Securities AQR Diversified — None Alternative Securities Calamos Market Neutral — Dividend — Sold Fixed Income Long/Intermediate Loomis Sayles Bond Cl I — None — Distributed (part) Fixed Income Short-Term Bond Vanguard Short-Term Tax-Exempt Admiral — Dividend — Buy Fixed Income Short-Term Bond Vanguard Short-Term Tax-Exempt Admiral — Buy (add'l) Cash & Cash Equivalents (Schwab various accounts) — Interest Allegiant Federal Credit Union Cash Account — Interest Reimbursement — Allegheny County Bar Association — 6/13/19 - 6/15/19 — Champion, PA — Bench - Bar Conference — Food and lodging Reimbursement — Academy of Trial Lawyers — 10/3/19 - 10/5/19 — Farmington, PA — Annual Conference — Food and lodging Spouse's income — 2019 — Architect, S-Corp, Hayes Design Group - Architects, Inc - W2 and K1 (Employee & 95% Shareholder) --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29556. Public record. Not legal advice.