# Marilyn Shea-Stonum

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4294

## Record

- **Judge:** Marilyn Shea-Stonum
- **Year:** 2012
- **Report type:** Annual
- **Pages:** 8

## Text

Cardinal Health Inc — Int/Div
Carefusion Comp. (X) — None
Bemstein US Strategic Value (Sanford Burnstein Equity) Fund — None — with line 9) — and Keough Funds--no
American Funds AMCAP Fund A - — Int/Div
American Funds American Mutual Fund A — Int/Div
TIAA CREF - Retirement Plan — Int/Div
JDR&P Balanced Fund — with line 10) — to other funds
Dodge & Cox Stock Fund — Int/Div
Jones Day Brandywine Fund — Int/Div
DWS Investment Trust Capital Growth FD CLA — Int/Div
Barr Laboratories <IRA — None
Microchip Technologies — Int/Div — Sold (part)
Qualcomm Inc stock — Int/Div — Donated — Way
Columbia Growth & Income Fund-Z — Ine
Valley Savings — Int/Div — Ed. Trust asset
First Merit — Int/Div — Ed. Trust asset
Baron Partmers Fund — Int/Div
Key Bank, N.A — Int/Div — depsts — account
Fidelity Value Fund — Int/Div — Buy (add'l)
Pioneer Value Fund — Int/Div
Amgen Incorporated — Int/Div
AIM Energy Fund C1 A — Int/Div
Alger SMidcap Growth Fd C1 A — Int/Div
Rental m Orange Co, CA acquired in April 2011 for S400K — Rent
Baron Partners Fund — None
Blackrock Allcap Global — Int/Div
Columbia Marsico 21st Century Fund C1 A — None
Dreyfus S&P Stars Oppty fd C1 A — None
Fidelity Val Discovery — Int/Div
shares MSCI AUS Index Fund (X) — Int/Div
Keeley Small Cap Fund CIA — None
New York St. Twy Aut Note (X) — Interest — Matured
Pioneer Value Fund CIA — None
T Row Price Latin — Int/Div
Wells Fargo Advantage small/mid cap Viaue Fund — Int/Div
fractional interest in oil well operated by Sun Oil Co. — Rovalty
Berkshire Hathaway B Fund — None
Schwab Money Market — Int/Div
Trustee, Educational Trust
Chair, 2012 National Conference of Bankruptcy Judges’ Education } Program, National Conference of Bankruptcy Judges
Agreement — 1994 — Jones, Day, Reavis & Pogue Retirement Plan (no control)
Reimbursement — Bankruptcy Judges — for 2012 Education Program Planning Committee
Reimbursement — "Bankruptcy Judges — A TN eR rr asta iat ot He ary we orate tan tH and at NCBJ Endowment Board meeting: reinbursement of expenses
Reimbursement — Cleveland Metropolitan Bar Association — 5/17-18 — Cleveland — Educational — Presenter at O'Neill Institute; exp reimbursement
Reimbursement — National Conference of Bankruptcy Judges — 10020-27 — San Diego, CA — Educational — Expense reimbursement ofr attendance at 2012 Education Program which chaired
Spouse's income — 2012 — Case Western Reserve Lniversity - salary

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4294. Public record. Not legal advice.