# Kathleen McDonald O'Malley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/31934

## Record

- **Judge:** Kathleen McDonald O'Malley
- **Year:** 2019
- **Pages:** 11

## Text

Individual Assets (H)
Citibank (cash) — Interest
Castle Harlan Affiliates IV-A, LLP — None
Castle Harlan Partners V, LLP — None
CHP V Affiliates AIV, LP — None
Mid-Atlantic Fund of Funds II, LP — None
AEI Alien Series B Inv II, LLC — None
Sun Basket, Inc — None
Covington & Burling Partnership LLP Capital Account — Int./Div.
Advanced Battery Concepts, LLC — None
Cloud9 Charts, Inc — None
Lois Kitchen LLC — None
Lois Wine Bar (note) — Interest
Rembrandt Partners IV, L.P — Dividend
Empire Residential Communities Fund IV, LLC — Distribution
Lyft, Inc. — None
Uber Tech — None
OPAC Famous LLC — None
IRA #1 (H)
Schwab Bank (cash) — Interest
Ishares Trust S&P 500 Index (IVV) — Dividend
Vanguard Small Cap Fund (VB) — Dividend
Baird Aggregate Bond Inst Fund (BAGIX) — Dividend
Dodge & Cox Income Fund (DODIX) — Dividend
Hotchkis & Wiley Hi Yield (HWHIX) — Dividend
Pimco Emerging Local Bond Fund (PELBX) — Dividend
Pimco Intl Bond US Dollar Hedged(PFORX) (formerly Pimco Foreign Bd Fd) — Dividend
Vangaurd Inflation Protected Securities (VIPSX) — Dividend
Wells Fargo Advtg Int'l Fund (ESICX) — None
American Fund Europacific Growth (AEGFX) — Dividend — Sold
American FD Europacific GWTH FD CL F3 (FEUPX) — Dividend — Buy
Cohen & Steers Realty Shares (CSRSX) — Dividend
DFA Emerging Mkt Value Portfolio (DFEVX) — Dividend
Dodge & Cox Int'l Stock Fund (DODFX) — Dividend
Invesco Oppenheimer Steelpath MLP Select 40 (OSPSX) — Dividend
Pimco Comm Real Estate Return (PCRIX) — Dividend
401k (H)
Dodge & Cox Stock (DODGX) — None
JP Morgan Large Cap R6 (JLGMX) — None
American Beacon Small Cap Val Inst (AVFIX) — None
Janus Enterprises N (JDMNX) — None
Lazard Emerging Market Equity Inst (LZEMX) — None
Oakmark International I (OAKIX) — None
Metropolitan West Total Return Bond (MWTRX) — None
Schwab Covington Burlington Pooled Stable Value Fund — None
Brokerage Account #1 (H)
Schwab Bank Accounts (cash) (Y)
Ishares Trust S&P 500 (IVV) — Dividend — Sold (part)
Ishares Trust S&P 500 (IVV) — Sold (part)
Ishares MSCI Emerging Market Index (EEM) — Dividend — Sold (part)
Vang Small Cap (VB) — Dividend — Sold (part)
Baird Inter Muni (BMBIX) — Dividend
Goldman Sachs Emerging Markets Debt Fund (GSDIX) — Dividend
Hotchkis & Wiley Hi Yield (HWHIX) — Dividend — Sold (part)
Vang Inflation Protected (VIPSX) — Dividend — Sold (part)
Vang St Exempt Fund (VWSTX) — Dividend — Sold (part)
Vang St Exempt Fund (VWSTX) — Sold (part)
American Fund Europacific (AEGFX) — Dividend — Sold
American FD Europacific GWTH FD CL F3 (FEUPX) — Dividend — Buy
American FD Europacific GWTH FD CL F3 (FEUPX) — Sold (part)
Cohen & Steers Realty (CSRSX) — Dividend — Sold (part)
Dodge & Cox Int'l Stock Fund (DODFX) — Dividend — Sold (part)
Maingate MLP Fund (IMLPX) — Dividend — Sold (part)
Brokerage Account #2 (H)
Schwab Bank Sweep (cash) (X) — Interest
Ishares Trust S&P 500 (IVV) — Dividend
Ishares MSCI Emerging Markets Index (EEM) — Dividend
Vang Small Cap (VB) — Dividend
Baird Inter Muni (BMBIX) — Dividend — Sold (part)
Goldman Sachs Emerging Markets Debt (GSDIX) — Dividend
Hotchkis & Wiley Hi Yield (HWHIX) — Dividend
Pimco Intl Bond US Dollar Hedged(PFORX) (formerly Pimco Foreign Bd Fd) — Dividend
Vang Inflation Protected (VIPSX) — Dividend
Vang St Exempt Fund (VWSTX) — Interest
Wells Fargo Adv Int'l (ESCIX) — None
American Fund Europacific (AEGFX) — Dividend — Sold
American Fund Europacific Cl F3 (FEUPX) — Dividend — Buy
Cohen & Steers Realty (CSRSX) — Dividend
Credit Suisse Comm Return Strategy (CRSOX) — Dividend
Dodge & Cox Int'l Stock Fund (DODFX) — Dividend
Maingate MLP Fund (IMLPX) — Dividend
Brokerage Account #3 (H)
Berkshire Hathaway (BRKB) — None — Buy
Glaukos Corp (GKOS) — None — Buy
Hon Hai Precsn Ind Ordf (HNHAF) — None — Buy
Neogenomic Inc (NEO) — None — Buy
NMI Holdings Inc CL A (NMIH) — None — Buy
NMI Holdings Inc CL A (NMIH) — Sold
ZTO Express Cayman Inc (ZTO) — None — Buy
Board Member, Juvenile Diabetes Research Foundation
Reimbursement — New York IP Law Association — March 22-24, 2019 — New York City, NY — New York IP Law Association Annual Dinner — Lodging, Meals, and Transportation
Spouse's income — 2019 — Self-employed (attorney)
Part VII, Column C, lines 6-12 and 14-18: Value method code "V" indicates cumulative value of funds invested.
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.
Steelpath MLP Select 40 (OSPSX) is now Invesco Oppenheimer Steelpath MLP Select 40 (OSPSX).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/31934. Public record. Not legal advice.