# Jeremiah J. McCarthy > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33667 ## Record - **Judge:** Jeremiah J. McCarthy - **Year:** 2020 - **Pages:** 8 ## Text Allianz GI Structured Return Inst'l — Dividend — Sold Tri State Capital Bank Insured Cash Account — Interest Franklin NY Intermediate - term Tax Fee Income Fund Class A — Dividend Fundamental Investors A (American Fund) — Dividend Fundamental Investors A (American Fund) — Dividend — Buy Fundamental Investors A (American Fund) — Buy (add'l) Fundamental Investors A (American Fund) — Buy (add'l) Fundamental Investors A (American Fund) — Buy (add'l) Calvert Emerging Markets Equity 1 — Dividend — Buy Calvert Emerging Markets Equity 1 — Buy (add'l) Parnassus Mid Cap 1 — Dividend — Buy Parnassus Mid Cap 1 — Buy (add'l) JP Morgan Hedged Equity A — Dividend — Sold Key Bank Checking — Interest Key Bank Savings — Interest M&T Bank Savings Account — Interest Northwest Supp. Needs Trust Acct (Account transf from First Niagara — Interest Baron Emerging Mkts 1 — Dividend — Sold Glenmede Large Cap Growth 1 — Dividend — Sold Guggenheim Total Return Bd 1 — Dividend — Sold John Hancock Disciplined Value Mid Cap 1 — Dividend — Sold John Hancock Int'l Growth 1 — Dividend — Sold JP Morgan Diversified Mid Cap Growth 1 — Dividend — Sold JP Morgan Equity Income 1 — Dividend — Sold JP Morgan Small Cap Equity 1 — Dividend — Sold Lord Abbett Short Term Dur Inc F — Dividend — Sold Western Asset Core Plus Bd. 1 — Dividend — Sold Am Washington Mutual Investors F2 — Dividend — Buy Am Washington Mutual Investors F2 — Buy (add'l) Brown Advisory Sustain Gr 1 — None — Buy Brown Advisory Sustain Gr 1 — Buy (add'l) JP Morgan Core Bd 1 — Dividend — Buy JP Morgan Core Bd 1 — Buy (add'l) PIMCO Low Dur ESG Fd 1 — Dividend — Buy PIMCO Low Dur ESG Fd 1 — Sold (part) PIMCO Low Dur ESG Fd 1 — Buy (add'l) PIMCO Total Return ESG Fd 1 — Dividend — Buy PIMCO Total Return ESG Fd 1 — Sold (part) PIMCO Total Return ESG Fd 1 — Buy (add'l) Ishares TR MSCI LW CRB TG — Dividend — Buy Ishares TR MSCI LW CRB TG — Buy (add'l) SPDR Ser TR SSGA Gnder ETF — Dividend — Buy SPDR Ser TR SSGA Gnder ETF — Buy (add'l) Allianz GI Structured Return Inst'l — Dividend — Sold Tri State Capital Bank Insured Cash Account — Interest Franklin NY Intermediate - term Tax Fee Income Fund Class A — Dividend Fundamental Investors A (American Fund) — Dividend Fundamental Investors A (American Fund) — Dividend — Buy Fundamental Investors A (American Fund) — Buy (add'l) Fundamental Investors A (American Fund) — Buy (add'l) Fundamental Investors A (American Fund) — Buy (add'l) Calvert Emerging Markets Equity 1 — Dividend — Buy Calvert Emerging Markets Equity 1 — Buy (add'l) Parnassus Mid Cap 1 — Dividend — Buy Parnassus Mid Cap 1 — Buy (add'l) JP Morgan Hedged Equity A — Dividend — Sold Key Bank Checking — Interest Key Bank Savings — Interest M&T Bank Savings Account — Interest Northwest Supp. Needs Trust Acct (Account transf from First Niagara — Interest Baron Emerging Mkts 1 — Dividend — Sold Glenmede Large Cap Growth 1 — Dividend — Sold Guggenheim Total Return Bd 1 — Dividend — Sold John Hancock Disciplined Value Mid Cap 1 — Dividend — Sold John Hancock Int'l Growth 1 — Dividend — Sold JP Morgan Diversified Mid Cap Growth 1 — Dividend — Sold JP Morgan Equity Income 1 — Dividend — Sold JP Morgan Small Cap Equity 1 — Dividend — Sold Lord Abbett Short Term Dur Inc F — Dividend — Sold Western Asset Core Plus Bd. 1 — Dividend — Sold Am Washington Mutual Investors F2 — Dividend — Buy Am Washington Mutual Investors F2 — Buy (add'l) Brown Advisory Sustain Gr 1 — None — Buy Brown Advisory Sustain Gr 1 — Buy (add'l) JP Morgan Core Bd 1 — Dividend — Buy JP Morgan Core Bd 1 — Buy (add'l) PIMCO Low Dur ESG Fd 1 — Dividend — Buy PIMCO Low Dur ESG Fd 1 — Sold (part) PIMCO Low Dur ESG Fd 1 — Buy (add'l) PIMCO Total Return ESG Fd 1 — Dividend — Buy PIMCO Total Return ESG Fd 1 — Sold (part) PIMCO Total Return ESG Fd 1 — Buy (add'l) Ishares TR MSCI LW CRB TG — Dividend — Buy Ishares TR MSCI LW CRB TG — Buy (add'l) SPDR Ser TR SSGA Gnder ETF — Dividend — Buy SPDR Ser TR SSGA Gnder ETF — Buy (add'l) Trustee, Timothy V. Riordan Supplemental Needs Trust Director, Hilbert College Trustee, Timothy V. Riordan Supplemental Needs Trust Director, Hilbert College Part VII Item 2: "Tri State Capital Bank Insured Cash Account". This is the same account that was listed last year as "Securities American Bank Deposit Sweep Program FDIC Insured". Only the bank has changed. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33667. Public record. Not legal advice.