# Michael E. Hegarty

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/3905

## Record

- **Judge:** Michael E. Hegarty
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 11

## Text

Ally Bank — Interest
Wells Fargo Checking — Interest
Apple Common Stock — Int/Div — Buy
Baron Opportunity Fund — Int/Div — Buy
Fairholme Fund — None — from line 57)
Fairholme Fund — None — Sold (part)
Fidelity Select Biotechnology Fund — Int/Div — Buy
Fidelity Contra Fund — Int/Div — Buy (add'l)
Fidelity Contrafund — None — Sold (part)
Fidelity Low Priced Stock Fund — Int/Div — Sold (part)
Fidelity Leveraged Company Stock Fund — Int/Div — from line 15)
Fidelity Leveraged Company Stock Fund — None — Sold (part)
FMI Large Cap Fund — Int/Div
FPA Crescent Institutional Fund — Int/Div
Fidelity Small Cap Discovery Fund — None — with line 67)
Fidelity Small Cap Discovery Fund — Int/Div — Buy
Intrepid Small Cap Fund — None — with line 61)
Fidelity Strategic Dividend & Income Fund — Int/Div — Buy
Hennessy Gas Utility Index Fund — Int/Div — Buy
Hodges Small Cap Fund — Int/Div — Buy
Janus Balanced Fund Class T — Int/Div
Janus Balanced Fund Class T — Int/Div — from line 37)
Janus Triton Fund Class T Shares — Int/Div — Buy
Pimco Real Estate Real Return Fund — Int/Div — Buy
Fidelity Permanent Portfolio — Int/Div — Buy
Fidelity Permanet Portfolio — None — with Ime 80)
Matthews China Fund — None — Sold
TCW Total Return Bond Fund Class 1 — Int/Div
Tocqueville Gold Fund — Int/Div
Royce Value Fund Service CL — None — Sold
Rovee Low Priced Stock Fund — None — from line 39)
Rovee Low Priced Stock Fund — None — Sold
Fidelity Diversified International Fund — None — Sold (part)
Fidelity Diversified Intemational Fund — None — Sold
DC ## 3.9 Fidelity Leveraged Company Stock Fund — None — Distnbuted
DC #10 Fidelity International Discovery Fund — None — Sold
DC #3 Janus Balanced Fund Class T — None — Distnbuted
DC #3 Royce Value Fund Service CL — None — Distnbuted
DC ##3.7, 10 Royce Low Priced Stock Fund — None — Distnbuted
DC #4 Royce Low Priced Stock Fund — None — Sold
DC #4 Apple Stock — None — Buy
DC #4 Royce Low Priced Stock Fund — None — Sold (part)
DC #4 Royce Value Fund Service CL — None — Sold
DC #4 Fadelity Contrafund — Int/Div — Sold (part)
DC #4 Apple Stock — None — Sold
DC # 4 Bought Apple Stock — Int/Div — Buy
DC #4 Fidelity Leveraged Company Stock Fund — Int/Div — Sold (part)
DC #4 Fidelity Leveraged Company Stock Fund — None — Sold (part)
DC #5 Royce Low Priced Stock Fund — None — Distnibuted
DC #5 Fadehity Contrafund — None — from line 9)
DC #5 Royee Value Fund — None — Sold
DC #5 Pimco Real Estate Real Return Strategy Fund — Int/Div — Buy
DC #5 Fudehity Contrafund — None — Sold
DC #5 Permanent Portfolio Fund — Int/Div — Buy
DC #5 James Balanced: Golden Rainbow Fund — Int/Div — Buy
DC #25, 7 T. Rowe Price Media & Telecommumications Fund — None — Sold
DC 225, 6 Fairholme Fund — None — Distributed
DC # 6Tocqueville Select Fund — None — Sold
DC #6 Janus Balanced Fund Class T — Int/Div — Sold (part)
DC #6 Janus Balanced Fund Class T — None — Sold
DC #6 Intrepid Small Cap Fund — None — Open
DC #6 Intrepid Small Cap Fund — None — Sold
DC #6 Permanent Portfoho — Int/Div — Buy
DC #6 James Balanced Fund — Distribution — Buy
DC #6 Janus Triton Fund Class T — Int/Div — Buy
DC #7 Royce Low Priced Stock Fund — None — Distnbuted
DC #7 Fidelity Small Cap Discovery Fund — Int/Div — Open
DC #7 Fidelity Small Cap Discovery Fund — None — Sold
DC #7 Permanent Portfolio — Int/Div — Buy
DC #7 James Balanced Fund — Int/Div — Buy
DC #8 FPA Crescent Fund — Int/Div — Sold
DC #8 Fidelity Contrafund — None — Sold
DC #8 Villere Balanced Fund — Int/Div — Buy
DC #8 James Balanced Fund — Int/Div — Buy
DC #9 Oakmark International CL Fund — None — Sold
DC #9 Primecap Odyssey Growth Fund — None — Sold
DC #9 Fidelity Contrafund — Int/Div — Buy
DC #9 James Balanced Fund — Int/Div — Buy
DC #9 Buffalo Flexible Income Fund — Int/Div — Buy
DC #10 Permanent Portfolio — None — Open
DC #10 Permanent Portfolio — None — Sold
DC #10 Fidelity Small Cap Discovery Fund — Int/Div — Buy
DC #10 James Balanced Fund — Int/Div — Buy
DC #10 Buffalo Flexible Income Fund — Int/Div — Buy
DC #2 3.11 Wells Fargo Accounts — Interest
DC #3 Wells Fargo Account — None — Closed
Retirement: Arnold & Porter 401(k) Pimco Total Return Fund — Int/Div — Sold
Retirement: Amold & Porter 401(k) Fidelity Ginnie Mae Fund — Int/Div — Sold (part)
Retirement: Arnold & Porter 401(k) Fidelity Puritan Fund — Int/Div — Buy
Retirement: Amold & Porter 401(k) Fidelity Contrafund — Int/Div — Buy
Retirement: Arnold & Porter 401(k) T Rowe Price MidCap Grow — Int/Div — Buy
Retirement: Fidelity IRA Contrafund — Int/Div
Retirement: Fidelity IRA GMNA Fund — Int/Div
Retirement: Fidelity IRA Select Biotechnology Fund — Int/Div
Retirement: Fidelity IRA Templeton Global Bond Fund — Int/Div
pu Retirement: Fidelity IRA Contrafund — Int/Div
pm Retirement Valley Forge Institutional Fund — Int/Div
mm Retirement: Templeton Global Bond Class A Fund — Int/Div
Jn Retirement: Appleseed Fund — Int/Div
gm Retirement: Meridian Growth Fund — Int/Div
Spouse's income — Jefferson County Public Schools

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/3905. Public record. Not legal advice.