# Mark Jeremy Bennett > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32968 ## Record - **Judge:** Mark Jeremy Bennett - **Year:** 2019 - **Pages:** 17 ## Text Indiivdual Assets (H) Ally Bank (cash) — Interest Hawaii State Credit Union (cash) — None United States Series I Savings Bonds — Interest Precious metals (gold, silver, and platinum, bullion, and coins) — None Barclay's Bank (cash) (X) — Interest Brokerage Account #1 (H) Fidelity Intl Cap Appreciation Fund (FIVFX) — Dividend Fidelity 500 Index Fund (FXAIX) (formerly FUSVX) — Dividend — Sold Fidelity Advisor New Insights CL I (FINSX) — Dividend — Sold Fidelity Growth Company (FDGRX) — Dividend — Buy (add'l) Fidelity Growth Company (FDGRX) — Sold (part) Fidelity Growth Company (FDGRX) — Sold (part) American Beacon Large Cap Investor (AAGPX) — Dividend Diamond Hill Small Cap Class A (DHSCX) — Dividend Oakmark Intl Investor Cl (OAKIX) — Dividend Janus Henderson Enterprise T (JAENX) — Dividend Lazard Emerging Mkts Equity (LZOEX) — Dividend MFS International Diversification Fund A (MDIDX) — None — Sold Morgan Sta Inst Inc Internal Equity (MIQBX) — Dividend Invesco Oppenheimer Dev Mkts R6 (ODVIX) — Dividend T Rowe Price Overseas Stock I Cl (TROIX) — Dividend T Rowe Price Mid Cap Value Adv (TAMVX) — Dividend Transamerica Intl Equity Cl I (TSWIX) — Dividend Wells Fargo Special Mid Cap Adm (WFMDX) — Dividend Fidelity Tax-Free Bond (FTABX) — Dividend — Sold (part) Strategic Adv Tax Sensitive Short Duration (FGNSX) — Dividend — Sold (part) Fidelity SAI Tax Free Bond Fund (FSAJX) — Dividend — Buy Fidelity SAI Tax Free Bond Fund (FSAJX) — Buy (add'l) Delaware Tax Free USA Class A (DMTFX) — Dividend — Buy (add'l) DWS Managed Muni Bond Fd S (SCMBX) — Dividend T Rowe Price Tax Free High Yield (PRFHX) — Dividend — Buy (add'l) T Rowe Price Tax Free High Yield (PRFHX) — Buy (add'l) Templeton Global Bond Class A (TPINX) — Dividend — Sold Fidelity Government Cash Reserves (FDRXX) — Dividend Flexshares Trust Morningstar Global Upstream Nat Res (GUNR) — Dividend — Sold (part) Flexshares Trust Morningstar Global Upstream Nat Res (GUNR) — Sold (part) Ishares MSCI EAFE ETF (EFA) — Dividend — Sold (part) Ishares MSCI EAFE ETF (EFA) — Sold (part) Ishares Russell 1000 Value ETF (IWD) — Dividend — Sold (part) Ishares Russell 1000 Growth ETF (IWF) — Dividend — Sold Ishares S&P Smallcap 600 Value (IJS) — None — Buy (add'l) Ishares S&P Smallcap 600 Value (IJS) — Sold Ishares Edge MSCI USA Quality (QUAL) — None — Sold Ishares Inc Core MSCI Emerging Mkts (IEMG) — Dividend Sector Spdr Tr Shs Ben Int Fin (XLF) — Dividend Vanguard Sector Index FDS Vanguard Finls (VFH) — Dividend Vanguard Index Fds Vanguard Large Cap (VV) — Dividend — Sold Ishares TR US Treas BD ETF (GOVT) — Dividend — Buy Brokerage Account #2 (H) Fidelity Money Market Account (cash) (Y) Fidelity Advisor Growth Oppty Cl I (FAGCX) — Dividend Fidelity 500 Index Fund (FXAIX) (formerly FUSVX) — Dividend Fidelity Low Priced Stock (FLPSX) — Dividend Brokerage Account #3 (H) Discover Bank (cash) — Interest — Open Discover Bank (cash) — Closed IRA #1 (H) Strategic Advisers Core Fund (FCSAX) — Dividend — Sold (part) Strategic Advisers Core Fund (FCSAX) — Buy (add'l) Strategic Advisers Core Fund (FCSAX) — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Dividend — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Sold (part) Strategic Advisers Value Fund (FVSAX) — Dividend — Sold (part) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Emerging Markets (FSAMX) — Dividend — Sold (part) Strategic Advisers Emerging Markets (FSAMX) — Sold (part) Strategic Advisers Small-Mid Cap Fd (FSCFX) — Dividend — Sold (part) Strategic Advisers Small-Mid Cap Fd (FSCFX) — Sold (part) Strategic Advisers International Fund (FILFX) — Dividend — Sold (part) Strategic Advisers International Fund (FILFX) — Sold (part) Fidelity SAI U.S. Large Cap Index (FLCPX) — Dividend Fidelity SAI International Index (FIONX) — Dividend Fidelity SAI Emerg Markets Index (FERGX) — Dividend AQR Managed Futures Fund Class N (AQMNX) — Dividend Strategic Advisers Short Duration Fund (FAUDX) — Dividend — Sold (part) Strategic Advisers Short Duration Fund (FAUDX) — Sold (part) Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l) Strategic Advisers Income Opportunities (FPIOX) — Dividend Strategic Advisers Core Income Fund (FPCIX) — Dividend — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Sold (part) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Sold (part) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Eaton Vance GL Macro Absolute (EGRIX) — Dividend Pimco Commodity Real Return Inst (PCRIX) — Dividend FIMM Government Portfolio: Instl CL (FRGXX) — Dividend IRA #2 (H) Strategic Advisers Core Fund (FCSAX) — Dividend — Sold (part) Strategic Advisers Core Fund (FCSAX) — Sold (part) Strategic Advisers Core Fund (FCSAX) — Buy (add'l) Strategic Advisers Core Fund (FCSAX) — Sold (part) Strategic Advisers Core Fund (FCSAX) — Buy (add'l) Strategic Advisers Core Fund (FCSAX) — Sold (part) Strategic Advisers Core Fund (FCSAX) — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Dividend — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Sold (part) Strategic Advisers Growth Fund (FSGFX) — Sold (part) Strategic Advisers Value Fund (FVSAX) — Dividend — Sold (part) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Value Fund (FVSAX) — Sold (part) Strategic Advisers Emerging Markets (FSAMX) — Dividend — Sold (part) Strategic Advisers Emerging Markets (FSAMX) — Sold (part) Strategic Advisers Small-Mid Cap Fd (FSCFX) — Dividend — Sold (part) Strategic Advisers Small-Mid Cap Fd (FSCFX) — Sold (part) Strategic Advisers Small-Mid Cap Fd (FSCFX) — Sold (part) Strategic Advisers International Fund (FILFX) — Dividend — Sold (part) Strategic Advisers International Fund (FILFX) — Sold (part) Strategic Advisers International Fund (FILFX) — Sold (part) Fidelity SAI U.S. Large Cap Index (FLCPX) — Dividend — Sold (part) Fidelity SAI U.S. Large Cap Index (FLCPX) — Sold (part) Fidelity SAI U.S. Large Cap Index (FLCPX) — Sold (part) Fidelity SAI International Index (FIONX) — Dividend — Sold (part) Fidelity SAI International Index (FIONX) — Sold (part) Fidelity SAI International Index (FIONX) — Sold (part) Fidelity SAI Emerg Markets Index (FERGX) — Dividend — Sold (part) AQR Multi Strgy Alternative Class N (ASANX) — None — Sold AQR Managed Futures Fund Class N (AQMNX) — Dividend — Sold (part) Strategic Advisers Short Duration Fund (FAUDX) — Dividend — Sold (part) Strategic Advisers Short Duration Fund (FAUDX) — Sold (part) Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l) Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l) Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l) Strategic Advisers Income Opportunities (FPIOX) — Dividend — Sold (part) Strategic Advisers Core Income Fund (FPCIX) — Dividend — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Sold (part) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Sold (part) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l) Eaton Vance GL Macro Absolute (EGRIX) — None — Sold Eaton Vance GL Macro Absolute Rtrn Advt A (EGRAX) — Dividend — Buy (add'l) Pimco Commodity Real Return Inst (PCRIX) — Dividend — Sold (part) FIMM Government Portfolio: Instl CL (FRGXX) — Dividend — Sold (part) FIMM Government Portfolio: Instl CL (FRGXX) — Sold (part) FIMM Government Portfolio: Instl CL (FRGXX) — Buy (add'l) FIMM Government Portfolio: Instl CL (FRGXX) — Buy (add'l) FIMM Government Portfolio: Instl CL (FRGXX) — Buy (add'l) FIMM Government Portfolio: Instl CL (FRGXX) — Buy (add'l) IRA #3 (H) FDIC Insured Deposit At Wells Fargo IRA (X) — Interest American Century One Choice 2020 INV (ARBVX) — Dividend Touchstone Merger Arbitrage Fund Cl A (TMGAX) — Dividend Fidelity Total Bond (FTBFX) — Dividend Pimco Low Duration Class A (PTLAX) — Dividend T Rowe Price Glbl Multi Sector Bond Fd (PRSNX) — Dividend Amerian Finl Group Inc Ohio Note (025932AK0) (X) — None Goldman Sachs Group Inc Note (38141GWB6) (X) — None Ebay Inc Note Call Make Whole (278642AU7) (X) — Dividend Bank Amer Corp Mtn (06051GGC7) (X) — None JPMorgan Chase & Co Note (46625HRX0) (X) — Dividend AXA Equitable Hldgs Inc Note (054561AJ4) (X) — None Dowdupont Inc Note Call Make Whole (26078JAD2) (X) — None IRA #4 (H) Thompson Bond Fund (THOPX) — Dividend Bank Amer Corp Mtn (06051GGC7) (X) — None Morgan Stanley Mtn (61760LBZ7) (X) — None IRA #5 (H) Strategic Advisers Core Fund (FCSAX) — Dividend Strategic Advisers Growth Fund (FSGFX) — Dividend Strategic Advisers Value Fund (FVSAX) — Dividend Strategic Advisers Emerging Markets (FSAMX) — Dividend Strategic Advisers Small-Mid Cap Fd (FSCFX) — Dividend Strategic Advisers International Fund (FILFX) — Dividend Fidelity SAI U.S. Large Cap Index (FLCPX) — Dividend Fidelity SAI International Index (FIONX) (Y) Strategic Advisers Short Duration Fund (FAUDX) — Dividend Strategic Advisers Core Income Fund (FPCIX) — Dividend — Buy (add'l) IRA #6 (H) Thompson Bond Fund (THOPX) — Dividend Island $avings Plan #1 (H) Prudential Stable Value Fund — None Black Rock TRB Fund (MAHQX) — None Black Rock US Large Cap Fund (BRGNX) — None Island $avings Plan #2 (H) Prudential Stable Value Fund — None Black Rock TRB Fund (MAHQX) — None Black Rock US Large Cap Fund (BRGNX) — None Miscellaneous Holdings (H) WCP Real Estate Fund III, LP — Distribution WCP Real Estate Fund IV, LP — Distribution Private Mortgage, Binghamton, NY #1 (Y) Private Mortage, Binghamton, NY #2 — Interest Rental Property #1, Honolulu, Hawaii — Rent Rental Property #2, Honolulu, Hawaii — None Rental Property #3, Honolulu, Hawaii — Rent Rental Property #4, Honolulu, Hawaii — Rent Rental Property #5, Honolulu, Hawaii — Rent Rental Property Owego, New York — Rent Skybridge Opp Zone Real Estate Inv Trust — None — Buy Director, American Judicature Society Member/Owner, Beecher Hill Properties, LLC Trustee, Trust #1 (no reportable holdings) Agreement — 2008 — State of Hawaii (defined benefit pension plan) Reimbursement — Conference of Western Attorneys General — 06/18/2019 to 06/20/2019 — Santa Barbara, CA — Speaker — Transportation, meals, lodging Reimbursement — George Mason Antonin Scalia School of Law — 04/24/2019 to 04/26/2019 — Fairfax, VA — Invitee — Transportation, meals, lodging Income — 2019 — State of Hawaii (pension) — $21,209.50 Spouse's income — 2019 — State of Hawaii (salary) Part I, line 2: Reportable assets of this entity are included in Part VII. 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. Name change Invesco Oppenheimer Dev Mkts R6 (ODVIX) was Oppenheimer Dev Mkts Class I (ODVIX). --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32968. Public record. Not legal advice.