# Elizabeth D. Katz

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32996

## Record

- **Judge:** Elizabeth D. Katz
- **Year:** 2019
- **Pages:** 9

## Text

Florence Bank cash accounts — Interest
Brokerage account #1 (H)
Altria Group stock — None — Distributed
Caterpillar stock — Dividend — Distributed
Chevron stock — Dividend — Distributed
JP Morgan Chase stock — Dividend — Distributed
Roth IRA (H)
Mueller Industries stock — Int./Div.
Massachusetts Deferrred Compensation Smart Plan (H)
International Equity Fund — Int./Div.
Small CompanyStock — Int./Div.
Simple IRA (H)
Ford Motor Co — Int./Div.
Johnson & Johnson Co — Int./Div.
Verizon Communications Inc — Int./Div.
Waste Mgmt inc — Int./Div.
Commonwealth of Massachusetts Retirement #1 Pension no control. — None
Custodial Brokerage Account #1 (H)
Apple Inc. stock — Int./Div.
Walt Disney Co stock — Int./Div.
Vanguard Total Stock — Int./Div.
Custodial Brokerage Account #2 (H)
CVS — Int./Div.
Walt Disney Co stock — Int./Div.
Vanguard Total Stock — Int./Div.
401(k) (H) (X)
MFS Growth Fund (X) — None
Vanguard 500 Idx Admiral (X) — None
Victory Sycamore Small Co Opp I (X) — None
Commonwealth of Massachusetts Retirement #2 no control (X) — None
403(b) (H) (X)
Diamond Hill Large Cap (X) — Dividend
Vanguard Small Cap Index (X) — Dividend
TIAA-CREF High Yield Bond Fund (X) — Dividend
Investment Account (H) (X)
Putnam International Value Mut. Fund (IRA) (X) — Dividend
Putnam Sustainable Leaders Mut. Fund (Roth IRA) (X) — Dividend
Putnam International Value Mut. Fund (Roth IRA) (X) — Dividend
Franklin Growth Fund (X) — Dividend
Traditional IRA, Columbia Discipline Core Fund (X) — Dividend — Sold
Blackstone Group stock (X) — Dividend — Sold
Brokerage Account #2 (H)(X)
Alcoa stock (X) — None
America Movil stock (X) — Dividend
Arconic Inc. stock (X) — Dividend
Aurora stock (X) — None
Cigna stock (X) — Dividend
Facebook stock (X) — None
Footlocker stock (X) — Dividend
Lumber Liquidators stock (X) — None
Merck stock (X) — Dividend
PJT Partners stock (X) — Dividend
Pfizer stock (X) — Dividend
Liability — BB&T Mortgage Company (Part VII, line 1) — Mortgage on rental property #1
Liability — BB&T Mortgage Company (Part VII, line 2) — Mortgage on rental property #2
Reimbursement — ABI — 07/11/19-07/13/19 — Newport, RI — Northeast Bankruptcy Conference — meals and lodging
The stocks listed as distributed were transferred to a .
The newly listed assets are because I married my spouse in 2019.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32996. Public record. Not legal advice.