# Katherine A. Robertson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29805

## Record

- **Judge:** Katherine A. Robertson
- **Year:** 2019
- **Pages:** 11

## Text

Common Stocks - Brokerage Account (H)
Liquid Insured Deposits (X) — Interest — Open
TIAA Bank Brokerage Sweep — Interest
Adient PLC, ordinary shs — Dividend — Sold
Brookfield Ppty Partners L P Units LP — Distribution — Sold
Johnson Controls Intl, PLC, ordinary shs — Dividend — Sold
AFLAC connom — Dividend
AT&T common — Dividend
Avery Dennison, common — Dividend — Sold
Century Link, common — Dividend — Sold
Chevron, common — Dividend
Colgate-Palmolive, common — Dividend
Diebold Nixdorf, common — Dividend — Sold
EMC Insurance Group, common — Dividend — Redeemed
Emerson, common — Dividend — Sold
ExxonMobil, common — Dividend
H.B. Fuller, common — Dividend — Sold
HSBC Holdings, common — Dividend — Sold
Howard Hughes, common — None — Sold
Intel, common — Dividend
Invacare, common — Dividend — Sold
Koninklijke Ahold Delhaize N.V. (New), shs — Dividend — Sold
Modine Mfg Co common — None — Sold
Motorola Solutions, common — Dividend — Sold
Pepsico, common — Dividend
Pfizer, common — Dividend — Sold
PolyOne, common — Dividend — Sold
Quanex Building Products, common — Dividend — Sold
Ryder, common — Dividend — Sold
Southern Co, common — Dividend — Sold
TD Bank, common — Dividend — Sold
Verizon, common — Dividend — Sold
Wells Fargo, common — Dividend
Whirlpool, common — Dividend — Sold
Camden Property Trust, common — Distribution — Sold
UDR, common — Distribution — Sold
TIAA-CREF Funds (H)
TIAA-CREF International Equity Fund — Dividend
TIAA-CREF Money Market Fund — Dividend
TIAA-CREF Growth & Income Fund — Distribution
TIAA-CREF Large-Cap Growth Fund — Distribution
TIAA-CREF Bond Plus Fund — Dividend
TIAA Bank - Yield Pledge Checking — Interest
TIAA Bank - Yield Pledge Money Market — Interest
US Savings Bonds, EE — Interest
MTL Insurance Co-life Ins $1,000 face, 57 yr pay in, 'whole life' — Interest
TD Bank, account — Interest
Undeveloped Land-Conway, MA - parcel 3, 6 acres $30,000 — None — Donated
Undeveloped Land-Conway, MA - parcel 3, 6 acres $30,000 — None — Sold — Steven and Jeanne Thomas
Undeveloped Land - Conway, MA - parcel 4, 3 acres $100,000 — None — Donated
Undeveloped Land - Conway, MA - parcel 4, 3 acres $100,000 — None — Sold — John & Janet Maggs, Truste
Reitrement Accounts I (H)
CREF Stock Fund - R2 - employer contribution — None
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - employer contribution — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — None
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
CREF Stock Fund - R2 - Deferred Annuity — Sold (part)
Rollover IRA (H)
CREF Stock Fund R1 — None
CREF Growth Fund - R1 — None
CREF Equity Index Fund - R1 — None
CREF Global Equities Fund - R1 — None
TIAA Real Estate Fund — None
CREF Bond Market Fund - R1 — None
TIAA-CREF, Teachers Personal Annuity — None
Retirement Accounts II (H)
Darmouth College (H)
TIAA Traditional Annuity — None
CREF Stock Fund - R3 — None
Smith College (H)
TIAA Traditional Annuity — None
CREF Stock Fund - R2 — None
Rollover IRA (H)
CREF Stock Fund - R1 — None
SMART Capital Presevation Fund — None
MM S&P 500 Index (Northrn Trst) — None
Spouse's income — Annual — Source: TIAA - Smith College Defined Contribution Retirement Plan Type: Required retirement distribution\
Spouse's income — Annual — Source: TIAA - Smith College Tax Deferred Annuity Plan Type: Required retirement distribution
Spouse's income — Annual — TIAA - Rollover IRA Type: Required retirement distribution
Financial Disclosure Reort: When installing the software for the 2020 report, calendar year 2019 data, the software updated the 2020 report by importing the 2017
amended data (2018 report), not the 2018 data (2019 report). Manually updated the data for the 2020 report to the 2019 datfa as a starting point.
Part VII lines 48 to 51. Two parcels of undeveloped land near our old home. Donated a conservation restriction on the properties to the Franklin Land Trust, Inc.
and then sold the pracels to abutters. Apppraisals as of 04/10/19: 3 acres $100,000 and 6 acres $$30,000
Part VII lines 52 to 97. "None" is entered for income for these retirment funds. The fund managers do not provide income information, just the market value.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29805. Public record. Not legal advice.
