# Sharon Johnson Coleman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3086

## Record

- **Judge:** Sharon Johnson Coleman
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 13

## Text

Planites Credit Union — Int/Div
Citibank — Int/Div
Rental Property - Chicago, Il (Purchased 2007 $340,000) — Rent
State of Hlinos Retirement Fund — None
Merrill Lynch (H)
Mermnll Lynch Money Market Account — Interest
Mernll Lynch Wealth Management Mutual Funds IRA #1 — Int/Div
First Eagle Mutual Fund — Buy
UAM FPA Crescent Port Mutual Fund — Buy
Permanent Portfolio Fund Mutual Fund — Buy
Leut Hold Core Investment Mutual Fund — Sold
IVY Asset Strategy Mutual Fund "(X)" — Sold
IVY Asset Strategy Mutual Fund "(X)" — Buy
First Eagle Mutual Fund — Sold
Leut Hold Core Investment Mutual Fund — Sold
UAM FPA Crescent Port Mutual Fund — Sold
Permanent Portfolio Fund Mutual Fund — Sold
IVY Asset Strategy Mutual Fund "(X)" — Buy
FPA Crescent Port Mutual Fund — Buy
Leut Hold Core Investment Mutual Fund — Sold
Leut Hold Core Investment Mutual Fund — Buy
Permanent Portfolio Fund Mutual Fund — Buy
IVY Asset Strategy Mutual Fund "(X)" — Sold
FPA Crescent Port Mutual Fund — Sold
Merl Lynch Money Market Account — Interest
Mernll Lynch Wealth Management Mutual Funds IRA — Int/Div
Leut Hold Core Investment Mutual Fund — Buy
UAM FPA Crescent Port Mutual Fund — Buy
Permanent Portfolio Fund Mutual Fund — Buy
IVY Asset Strategy Mutual Fund *(X)" — Sold
IVY Asset Strategy Mutual Fund "(X)" — Sold
Leut Hold Core Investment Mutual Fund — Buy
Mernll Lynch Money Market Account — Interest
Merl Lynch Wealth Management Mutual Funds IRA Rollover — Int/Div
The Oakmark Int'l Fund Mutual Fund — Buy
First Eagle Mutual Fund — Buy
Leut Hold Core Investment Mutual Fund — Buy
Prudential Short Term Mutual Fund — Buy
John Hancock Income Fund Mutual Fund — Buy
Paydem GNMA Fund CL INV Mutual Fund — Buy
Oppenheimer Mutual Fund — Buy
Oppenheimer Mutual Fund — Buy
Aberdeen Global High Mutual Fund — Buy
PIMCO Total Return Fund Mutual Fund — Buy
Invesco Intemational Mutual Fund — Buy
UAM FPA Crescent Port Mutual Fund — Buy
Templeton Global Bond Fund Mutual Fund — Buy
Loomis Sayles Strategic Mutual Fund — Buy
Permanent Portfolio Fund Mutual Fund — Buy
WisdomTree EM Small Cap Mutual Fund — Buy
Oppenheimer Mutual Fund — Sold
IVY Asset Strategy Mutual Fund *(X)" — Sold
Shares Russell 1000 Mutual Fund "(X)" — Sold
IShares Russell 1000 Mutual Fund "(X)" — Sold
IShares RS 2000 Growth Mutual Fund “w Xe" — Sold
IShares RS 2000 Growth Mutual Fund “XxX — Sold
The Oakmark Int'l Fund Mutual Fund — Buy
Leut-Hold Core Investment Mutual Fund — Buy
John Hancock Income Fund Mutual Fund — Buy
Oppenheimer Mutual Fund — Buy
Oppenheimer Int'l Mutual Fund — Buy
IVY Asset Strategy Mutual Fund "(X)" — Buy
Lord Abbett Short Mutual Fund — Buy
Angel Oak Multi Strategy Mutual Fund — Buy
Mainstay Short Duration Mutual Fund — Buy
Templeton Global Bond Fund Mutual Fund — Buy
Loomis Sayles Strategic Mutual Fund — Buy
Permanent Portfolio Fund Mutual Fund — Buy
First Eagle Mutual Fund — Sold
Prudential Mutual Fund “(X)" — Sold
Payden GNMA Fund CL INV Mutual Fund — Sold
Oppenheimer Mutual Fund "(X)" — Sold
Aberdeen Global High Mutual Fund — Sold
Pimco Total Return Fund Mutual Fund — Sold
Invesco ntl Mutual Fund — Sold
UAM FPA Crescent Port Mutual Fund — Sold
Shares RS 2000 Growth Mutual Fund “XxX — Buy
IShares Russell 1000 Mutual Fund "(X)" — Sold
IShares Russell 1000 Mutual Fund "(X)" — Sold
WisdomTree EM Small Cap Mutual Fund “XxX — Sold
IShares RS 2000 Mutual Fund *(X)" — Sold
The Oakmark Int'l Fund Mutual Fund — Buy
Prudential Short Term Mutual Fund — Buy
John Hancock Income Fund Mutual Fund — Buy
Oppenheimer International Mutual Fund — Buy
Aberdeen Global High Mutual Fund — Buy
IVY Asset Strategy Mutual Fund — Buy
Lord Abbett Short Mutual Fund — Buy
Pimco Total Return Fund Mutual Fund — Buy
Angel Oak Multi Strategy Mutual Fund — Buy
Mamstay Short Duration Mutual Fund — Buy
Invesco International Mutual Fund — Buy
FPA Crescent Fund Mutual Fund — Buy
Templeton Global Bond Fd Mutual Fund — Buy
Loomis Sayles Strategic Mutual Fund — Buy
IShares RS 2000 Growth Mutual Fund — Buy
IShares RS 2000 Value Mutual Fund — Buy
First Eagle Mutual Fund — Sold
Leut-Hold Core Investment Mutual Fund — Sold
Oppenheimer Developing Mutual Fund he #4 ad — Sold
Permanent Portfolio Fund Mutual Fund — Sold
IShares Russell 1000 Mutual Fund "(X)" — Sold
IShares Russell 1000 Mutual Fund "(X)" — Sold
WisdomTree EM Small Cap Mutual Fund “XxX — Sold
The Oakmark Int'l Fund Mutual Fund — Buy
First Eagle Mutual Fund — Buy
LeutHold Core Investment Mutual Fund — Buy
Prudential Short Term Mutual Fund — Buy
John Hancock Income Fund Mutual Fund — Buy
Oppenheimer Developing Mutual Fund “xy — Buy
Oppenheimer International Mutual Fund “w X — Buy
Aberdeen Global High Mutual Fund — Buy
IVY Asset Strategy Mutual Fund "(X)" — Buy
Lord Abbett Short Mutual Fund — Buy
Angel Oak Multi Strategy Mutual Fund — Buy
Mamstay Short Duration Mutual Fund — Buy
Invesco International Mutual Fund — Buy
Templeton Global Bond Fund Mutual Fund — Buy
Loonis Sayles Strategic Mutual Fund — Buy
Permanent Portfolio Fund Mutual Fund — Buy
Pimeco Total Return Fund Mutual Fund — Sold
FPA Crescent Fund Mutual Fund — Sold
Wisdom Tree Small Cap Mutual Fund “XxX — Buy
IShares Russell 1000 Mutual Fund "(X)" — Sold
IShares Russell 1000 Mutual Fund "(X)" — Sold
IShares RS 2000 Growth Mutual Fund “XxX — Sold
IShares RS 2000 Value Mutual Fund “(X)* — Sold
Agreement — 1996 — State of lllinois Employee Pension Fund: Pension upon retirement age 59.5
Agreement — 1984 — Cook County Employee Retirement Fund: Pension upon retirement age 59.5
Liability — Chase (Part VII - Line 6) — Rental Property - Mortgage, Chicago, IL (Pt VII, line 3)
Liability — Cardmember Service — Credit Card
Spouse's income — 2014 — Blue Cross Blue Shield of Michigan
Spouse's income — 2014 — Excellus Health Plan, Inc. - Employment
PART VII PAGE 4 LINE 12 WAS INCLUDED IN THE PORTFOLIO OF MERRILL LYNCH IN THE PRIOR REPORT, HOWEVER, INADVERTENTLY

NOT LISTED INDEPENDENTLY WHEN PURCHASED ON 6/25/13

PART VII PAGE 5 LINES 23, 30 AND 31, WAS INCLUDED IN THE PORTFOLIO OF MERRILL LYNCH IN THE PRIOR REPORT, HOWEVER,

INADVERTENTLY NOT LISTED INDEPENDENTLY WHEN PURCHASED ON 6/25/13.

PART VII PAGE 7 LINES 52, 53, 54, 55 AND 56, WAS INCLUDED IN THE PORTFOLIO OF MERRILL LYNCH IN THE PRIOR REPORT, HOWEVER,

INADVERTENTLY NOT LISTED INDEPENDENTLY WHEN PURCHASED ON 7/15/13

PART VII PAGE 8 LINES 70, 72, 7%, 79, 80 AND 81. WAS INCLUDED IN THE PORTFOLIO OF MERRILL LYNCH IN THE PRIOR REPORT, HOWEVER,

INADVERTENTLY NOT LISTED INDEPENDENTLY WHEN PURCHASED ON 7/15/13.

PART VII PAGE 9 LINES 100 AND 102, WAS INCLUDED IN THE PORTFOLIO OF MERRILL LYNCH IN THE PRIOR REPORT, HOWEVER,

INADVERTENTLY NOT LISTED INDEPENDENTLY WHEN PURCHASED ON 7/15/13.

PART VII PAGE 10 LINE 103 WAS INCLUDED IN THE PORTFOLIO OF MERRILL LYNCH IN THE PRIOR REPORT, HOWEVER, INADVERTENTLY

NOT LISTED INDEPENDENTLY WHEN PURCHASED ON 7/15/13.

PART VII PAGE 11 LINE 124, 125, 126 AND 127, WAS INCLUDED IN THE PORTFOLIO OF MERRILL LYNCH IN THE PRIOR REPORT, HOWEVER,

INADVERTENTLY NOT LISTED INDEPENDENTLY WHEN PURCHASED ON 7/15/13.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3086. Public record. Not legal advice.
