# Beth P. Gesner > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33496 ## Record - **Judge:** Beth P. Gesner - **Year:** 2020 - **Pages:** 11 ## Text M&T Bank Common — Int/Div Brookfield Common — Int/Div Berkshire Hathaway Common — None Altria Common — Int/Div — Sold (part) Fidility Muni Money Fund — Interest TBT (ETF) — None Telefonica Common — Int/Div — Sold DO Credit Union — Interest Fidility Cash Reserves — Interest Markel Common — None Fidility Cap. App. Fund — None — Sold Fidility Aggressive Growth Fund — None — Sold Fidility Latin Am. Fund — Distribution Eagle Bank Common — Int/Div Investco Fundamental Investor f/k/a Oppen Flex. Strat. — Distribution Putnam Sustainable Leaders Fund f/k/a Multi-Cap Growth Fund — Distribution AT&T Common — Int/Div Occ. Pet. Common — Int/Div IBM Common — Int/Div Comcast Common — Int/Div Fidility Div. Int. Fund — Int/Div PNC Bank (IRA) — Interest Dollar Bank (IRA) — Interest T. Rowe Large Cap Fund — Distribution — Buy (add'l) Aristole Sm/Mid Cap Fund migrated from CRM Sm Cap. Fund — Distribution Oakmark Select — None — Buy (add'l) Oakmark Select — None — Sold Am. Funds Eur — None — Sold Wells Emerging Growth — None — Sold Morgan Stanley — None — Sold Aristole Sm/Mid Cap Fund migrated from Vanguard Mid Cap by 401k — None Vanguard Emerging Markets Fund — None — Sold Vanguard Global Fund — None — Sold Natixis AEW Real Estate Fund — None — Sold Vanguard Money Market — Interest — Buy Vanguard Money Market — Interest — Buy (add'l) Vanguard Money Market — Interest — Buy (add'l) Vanguard Money Market — Interest — Buy (add'l) Vanguard Money Market — None — Sold (part) Dodge and Cox Stock Fund — Distribution — Buy Vanguard Extended Index Fund — None — Buy Wells Fargo Money Market — Interest Broadstone Barrington Apts. f/k/a Broadstone Investors II, L.P. — Distribution Principal Blue Chip Portfilio A — None Scholar’s Edge Agg. Port. A — None Vangaurd Mid Cap Index — None Principal Sys. Inter. Port. — None Severn Savings Money Market — Interest PNC Money Market — Interest BAT Common — Int/Div — Sold (part) Alibaba Common — None California Resourses Common — None — Sold Fireeye Common — None — Sold Highlands Bluffs, LLC — None MLG Private Fundll, LLC — Distribution Westmount at Summer Cove LLC — Distribution Shelbourne Falcon Hotel RL DC LLC — None — Sold Windsor Village SA Investors LLC — None — Sold Westmount Cape Cod Investors LLC — Distribution MLG Private Fund III — Distribution MLG/PF Mercer Co-Investor — Distribution Westmount at Copper Mill Investors — Distribution RS Greensboro Portfolio — Distribution RS-The Mill — Distribution Broadstone Brambleton Town Center f/k/a Broadstone Investors V — Distribution SHS ETF — Int/Div Wells Fargo Managed Dividend Portfolio — Int/Div Melco Resorts Common — Int/Div FSCT Pref Series D — Int/Div MLG Private Fund IV — Distribution MLG SW Indutrial Co-Investor — Distribution Westmount Houston Street LLC — Distribution Trials at Creekside LLC — Distribution Huntington Bank Common — Int/Div Howard Bank Money Market (CD matured) — Interest Sandy Spring Bank CD — Interest Severn Bank Common — Int/Div Broadstone Marque Investors, LLC — Distribution PalantirCommon — None — Buy Twitter Common — None — Buy Penn Mutual Annunity — None — Buy BB&T Money Market — Interest — Open First Nat. Bank Money Market — Interest — Open M&T Bank Money Market — Interest — Open Altrius Managed Fund — None — Buy MLG Toro Port Co-Investor — Distribution MLG Stone Canyon Co-Investor — None — Buy Forefront Managed Port — None M&T Bank Common — Int/Div Brookfield Common — Int/Div Berkshire Hathaway Common — None Altria Common — Int/Div — Sold (part) Fidility Muni Money Fund — Interest TBT (ETF) — None Telefonica Common — Int/Div — Sold DO Credit Union — Interest Fidility Cash Reserves — Interest Markel Common — None Fidility Cap. App. Fund — None — Sold Fidility Aggressive Growth Fund — None — Sold Fidility Latin Am. Fund — Distribution Eagle Bank Common — Int/Div Investco Fundamental Investor f/k/a Oppen Flex. Strat. — Distribution Putnam Sustainable Leaders Fund f/k/a Multi-Cap Growth Fund — Distribution AT&T Common — Int/Div Occ. Pet. Common — Int/Div IBM Common — Int/Div Comcast Common — Int/Div Fidility Div. Int. Fund — Int/Div PNC Bank (IRA) — Interest Dollar Bank (IRA) — Interest T. Rowe Large Cap Fund — Distribution — Buy (add'l) Aristole Sm/Mid Cap Fund migrated from CRM Sm Cap. Fund — Distribution Oakmark Select — None — Buy (add'l) Oakmark Select — None — Sold Am. Funds Eur — None — Sold Wells Emerging Growth — None — Sold Morgan Stanley — None — Sold Aristole Sm/Mid Cap Fund migrated from Vanguard Mid Cap by 401k — None Vanguard Emerging Markets Fund — None — Sold Vanguard Global Fund — None — Sold Natixis AEW Real Estate Fund — None — Sold Vanguard Money Market — Interest — Buy Vanguard Money Market — Interest — Buy (add'l) Vanguard Money Market — Interest — Buy (add'l) Vanguard Money Market — Interest — Buy (add'l) Vanguard Money Market — None — Sold (part) Dodge and Cox Stock Fund — Distribution — Buy Vanguard Extended Index Fund — None — Buy Wells Fargo Money Market — Interest Broadstone Barrington Apts. f/k/a Broadstone Investors II, L.P. — Distribution Principal Blue Chip Portfilio A — None Scholar’s Edge Agg. Port. A — None Vangaurd Mid Cap Index — None Principal Sys. Inter. Port. — None Severn Savings Money Market — Interest PNC Money Market — Interest BAT Common — Int/Div — Sold (part) Alibaba Common — None California Resourses Common — None — Sold Fireeye Common — None — Sold Highlands Bluffs, LLC — None MLG Private Fundll, LLC — Distribution Westmount at Summer Cove LLC — Distribution Shelbourne Falcon Hotel RL DC LLC — None — Sold Windsor Village SA Investors LLC — None — Sold Westmount Cape Cod Investors LLC — Distribution MLG Private Fund III — Distribution MLG/PF Mercer Co-Investor — Distribution Westmount at Copper Mill Investors — Distribution RS Greensboro Portfolio — Distribution RS-The Mill — Distribution Broadstone Brambleton Town Center f/k/a Broadstone Investors V — Distribution SHS ETF — Int/Div Wells Fargo Managed Dividend Portfolio — Int/Div Melco Resorts Common — Int/Div FSCT Pref Series D — Int/Div MLG Private Fund IV — Distribution MLG SW Indutrial Co-Investor — Distribution Westmount Houston Street LLC — Distribution Trials at Creekside LLC — Distribution Huntington Bank Common — Int/Div Howard Bank Money Market (CD matured) — Interest Sandy Spring Bank CD — Interest Severn Bank Common — Int/Div Broadstone Marque Investors, LLC — Distribution PalantirCommon — None — Buy Twitter Common — None — Buy Penn Mutual Annunity — None — Buy BB&T Money Market — Interest — Open First Nat. Bank Money Market — Interest — Open M&T Bank Money Market — Interest — Open Altrius Managed Fund — None — Buy MLG Toro Port Co-Investor — Distribution MLG Stone Canyon Co-Investor — None — Buy Forefront Managed Port — None Board of Trustees Board of Trustees Liability — PNC Bank — Promissory Note - Law Firm capital Liability — PNC Bank — Promissory Note - Law Firm capital Part VII, Line 25 and Line 31 - The value of these holdings shown on lines 25 and 31 are, in both cases, the total amount of the combined holdings shown on lines 25 and 31. This holding was migrated from two funds into this fund by 401k plan manager. Part VII, Line 35 - value refects the total value of Vanguard Money Market purchases and sales reflected in lines 35 - 39. Part VII, Line 43 - Investment acquired in 2004 for $100,000. Part VII, Lines 44 - 47 - In reponse to the Committee's inquiry with respect to the 2017 report, these funds, which are 529 funds, do not make distributions; gains are added to the principal amount. Part VII, Line 54 - Investment acquired in 2014 for $100,000. Part V , Line 55 - Investment acquired in 2014 for $200,000 Part VII, Line 56 - Investment acquired in 2015 for $100,000. Part VII, Line 57 - Investment acquired in 2015 for $100,000. Part V , Line 58 - Investment acquired in 2015 for $100,000 Part VII, Line 59 - Investment acquired in 2015 for $100,000. Part VII, Line 60 - Investment acquired in 2015 for $200,000. Part V , Line 61 - Investment acquired in 2016 for $100,000 Part VII, Line 62 - Investment acquired in 2016 for $100,000. Part VII, Line 63 - Investment acquired in 2016 for $100,000. Part V , Line 64 - Investment acquired in 2016 for $100,000 Part VII, Line 65 - Investment acquired in 2017 for $250,000. Part VII, Line 69 - Investment acquired in 2017 and 2018 for $500,000. Part V , Line 70 - Investment acquired in 2018 for $250,000. Part VII, Line 71 - Investment acquired in 2017 for $100,000. Part V , Line 72 - Investment acquired in 2019 for $100,000. Part V , Line 73 - Investment acquired in 2018 for $100,000. Part VII, Line 78 - Investment acquired in 2019 for $250,000. Part V , Line 86 - Investment acquired in 2019 for $250,000 and was inadvertely omitted from the 2019 report. Part VII, Line 87 - Investment acquired in 2020 for $1000,000. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33496. Public record. Not legal advice.