# Brenda Kay Martin

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29563

## Record

- **Judge:** Brenda Kay Martin
- **Year:** 2019
- **Pages:** 10

## Text

Individual Assets (H)
Bank of America Corp. (cash) — Interest
Chase Bank (cash) — Interest
WAVI Co — None
ACCT #1 (H)
Charles Schwab Bank Sweep Account (cash) — Interest
Columbia Seligman Comm (SLMCX) — Dividend
Davis NY Venture (NYVTX) — Dividend
Invesco European Growth (AEGSX) — Dividend
Ivy Asset Strategy Fund (WASAX) — Dividend
Miller Oppty Trust FI (LMOFX) — None
PGIM Jennison Natural Resources Fd A (PGNAX) — Dividend
Vanguard Intl Value Fund (VTRIX) — None
ACCT #2 (H)
TD Bank USA FDIC Money Market (cash) — Interest
Blackrock High Yield Bond A (BHYAX) — Dividend
Fidelity Investment Grade Bond Fund (FBNDX) — Dividend
Ivy International Core Equity Fund (IVVYX) — Dividend — Buy (add'l)
Ivy International Core Equity Fund (IVVYX) — Sold (part)
Ivy International Core Equity Fund (IVVYX) — Buy (add'l)
Ivy International Core Equity Fund (IVVYX) — Buy (add'l)
Ivy International Core Equity Fund (IVVYX) — Sold (part)
JP Morgan Value Advantage (JVAIX) — Dividend — Buy (add'l)
JP Morgan Value Advantage (JVAIX) — Buy (add'l)
JP Morgan Value Advantage (JVAIX) — Sold (part)
JP Morgan Value Advantage (JVAIX) — Sold (part)
JP Morgan Value Advantage (JVAIX) — Sold (part)
JP Morgan Value Advantage (JVAIX) — Buy (add'l)
JP Morgan Value Advantage (JVAIX) — Buy (add'l)
JP Morgan Value Advantage (JVAIX) — Sold (part)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Dividend — Buy (add'l)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Buy (add'l)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Sold (part)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Sold (part)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Sold (part)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Buy (add'l)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Buy (add'l)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Sold (part)
Principal Small Cap Growth Inst (PGRTX) — Dividend — Buy (add'l)
Principal Small Cap Growth Inst (PGRTX) — Sold (part)
Principal Small Cap Growth Inst (PGRTX) — Sold (part)
Principal Small Cap Growth Inst (PGRTX) — Sold (part)
Principal Small Cap Growth Inst (PGRTX) — Buy (add'l)
Principal Small Cap Growth Inst (PGRTX) — Buy (add'l)
Principal Small Cap Growth Inst (PGRTX) — Sold (part)
TIAA-CREF Inflation Linked Bond Advisor (TIIHX) — Dividend
Wells Fargo Advantage Government Secs (SGVIX) — Dividend
ACCT #3 (H)
TD Bank USA FDIC Money Market (cash) — Interest
Blackrock High Yield Bond A (BHYAX) — Dividend
Fidelity Investment Grade Bond Fund (FBNDX) — Dividend
Ivy International Core Equity Fund (IVVYX) — Dividend — Buy (add'l)
Ivy International Core Equity Fund (IVVYX) — Sold (part)
Ivy International Core Equity Fund (IVVYX) — Buy (add'l)
JP Morgan Value Advantage (JVAIX) — Dividend — Sold (part)
JP Morgan Value Advantage (JVAIX) — Buy (add'l)
JP Morgan Value Advantage (JVAIX) — Buy (add'l)
JP Morgan Value Advantage (JVAIX) — Sold (part)
JP Morgan Value Advantage (JVAIX) — Sold (part)
JP Morgan Value Advantage (JVAIX) — Sold (part)
JP Morgan Value Advantage (JVAIX) — Buy (add'l)
JP Morgan Value Advantage (JVAIX) — Buy (add'l)
JP Morgan Value Advantage (JVAIX) — Sold (part)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Dividend — Sold (part)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Buy (add'l)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Buy (add'l)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Sold (part)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Sold (part)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Sold (part)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Buy (add'l)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Buy (add'l)
Legg Mason Clearbridge Large Cap Growth I (SBLYX) — Sold (part)
Principal Small Cap Growth Inst (PGRTX) — Dividend — Sold (part)
Principal Small Cap Growth Inst (PGRTX) — Buy (add'l)
Principal Small Cap Growth Inst (PGRTX) — Sold (part)
Principal Small Cap Growth Inst (PGRTX) — Sold (part)
Principal Small Cap Growth Inst (PGRTX) — Sold (part)
Principal Small Cap Growth Inst (PGRTX) — Buy (add'l)
TIAA-CREF Inflation Linked Bond Advisor (TIIHX) — Dividend
Wells Fargo Advantage Government Secs (SGVIX) — Dividend
Member, BrenDan Acquisitions, LLC
Trustee, Helsinki Trust
Gift — Arizona State University Law School — Sandra Day O'Connor Justice Prize Dinner — $500.00
Reimbursement — National Conference of Bankruptcy Judges — October 30- November 1, 2019 — Washington, DC — Conference — Lodging
Reimbursement — ABI — March 3-5, 2019 — New York, NY — Moot court judge — Transportation, meals, lodging
Spouse's income — 2019 — Midwestern University (salary and bonus)
Spouse's income — Spring/Fall 2019 — Western Regional Examiners Board (proctor fee)
Part I, line 1: BrenDan Acquistions, LLC is not reportable and contains no reportable assets.
Part I, line 2: Reportable holdings of the Helsinki Trust are listed in Part VII.
Part VII, line 4: The most recent valuation of this holding took place in 2011. It is not currently traded, so a better market valuation is not available.
Name change: ClearBridge Large Cap Growth I (SBLYX) is now Legg Mason ClearBridge Large Cap Growth I (SBLYX).
Name change: Nuveen Inflation Protected Securities (FISFX) is now TIAA-CREF Inflation Linked Bond Advisor (TIIHX).
Symbol changes: BHYAX was BHYIX, IVVYX was IVIAX, and JVAIX was JVAYX.
For greater clarity, 2018 Account #2 has been separated into Account #2 and Account #3 in this report.
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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29563. Public record. Not legal advice.