# Kathleen McDonald O'Malley

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5223

## Record

- **Judge:** Kathleen McDonald O'Malley
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 11

## Text

Citibank (various accounts) — Interest
Castle Harlan Affiliates IV-A. LLP — None
Castle Harlan Partners V, LLP — None
CHP V Affiliates AIV, LP — None
Mid-Atlantic Fund of Funds II. LP — Interest
AE! Alien Series B Inv 11, LLC — None
Taskrabbit, Inc — None — Sold
Sun Basket. Inc — None
Covington & Burling Partnership LLP — Int/Div
Advanced Battery Concepts, LLC — None
Cloud9 Charts, Inc — None
Lois Kitchen LLC — None — Buy
Lois Kitchen LLC — Buy (add'l)
Lois Wine Bar (note) — Interest
Rembrandt Partners IV. LP — None — Buy
Rembrandt Partners IV. LP — Buy (add'l)
Rembrandt Partners IV. LP — Buy (add'l)
IRA 21 (H)
Schwab Adv Cash Reserve Prem. (SWZXX) — Interest
Baird Aggregate Bond Inst Fund (BAGIX) — Int/Div
Dodge & Cox Int'l Stock Fund (DODFX) — Int/Div
Hotchkis & Wiley Hi Yield (HWHIX) — Int/Div
Pimco Emerging Local Bond Fund (PELBX) — Int/Div
Pimco Foreign Bond Fund (PFORX) — Int/Div
Vangaurd Inflation Protected Securities (VIPSX) — Int/Div
Wells Fargo Advtg Int'l Fund (ESICX) — None
American Fund Europacific Growth (AEGFX) — Int/Div
Cohen & Steers Realty Shares (CSRSX) — Int/Div
DFA Emergmg Mkt Value Portfolio (DFEVX) — Int/Div
Dodge & Cox Income Fund (DODIX) (X) — Int/Div
Steelpath MLP Select 40 {OSPSX) — Int/Div
Pimco Comm Real Estate Return (PCRIX) — Int/Div
shares Trust S&P S00 Index (IVV) — Int/Div
Vanguard Small Cap Fund (VB) — Int/Div
401k (H)
Dodge & Cox Stock (DODGX) — None
JP Morgan Large Cap R6 (JLGMX) — None
American Beacon Small Cap Val Inst (AVFIX) — None
Janus Enterprises N (JOMNX) — None
Lazard Emerging Market Equity Inst (LZEMX) Eaitvln — None
Oakmark Intemational (OAKIX) — None
Metropolitan West Total Return Bond IMWTRX) — None
Schwab Covington Burlington Pooled Stable Value Fund (X) — None
Brokerage Account #1 (H)
Baird Inter Mum (BMBIX) — Interest
Goldman Sachs Emerging Markets Debt Fund (GSDIX) — Int/Div
Hotchkis & Wiley Hi Yield (HWHIX) — Int/Div
Pimco Foreign Bond Fund (PFORX) — Int/Div
Vang Inflation Protected (VIPSX) — Int/Div
Vang St Exempt Fund (VWSTX) — Int/Div
Wells Fargo Adv Int'l (ESICX) — None
American Fund Europacific (AEGFX) — Int/Div
Cohen & Steers Realty (CSRSX) — Int/Div
Credit Suisse Comm Return Strategy Fund {CRSOX) — Int/Div
Dodge & Cox Int'l Stock Fund (DODFX) — Int/Div
Mangate MLP Fund (IMLPX) — Int/Div
shares Trust S&P S00 (VV) — Int/Div
Ishares MSC Emerging Market Index (EEM) — Int/Div
Vang Small Cap (VB) — Int/Div
Brokerage Account 22 (H)
Schwab Adv Cash Reserve Prem. (SWZXX) iY)
Baird Inter Muni (BMBIX) — Int/Div
Goldman Sachs Emerging Markets Debt 1GSDIX) — Int/Div
Hotchkis & Wiley Hi Yield (HWHIX) — Int/Div
Pimco Foreign Bond Fund (PFORX) — Int/Div
Vang Inflation Protected (VIPSX) — Int/Div
Vang St Exempt Fund (VWSTX) — Interest
Wells Fargo Adv Int'l (ESCIX) — Int/Div
American Fund Europacific (AEGFX) — Int/Div
Cohen & Steers Realty (CSRSX) — Int/Div
Credit Suisse Comm Return Strategy {CRSOX) — Int/Div
Dodge & Cox Int'l Stock Fund (DODFX) — Int/Div
Mangate MLP Fund (IMLPX) — Int/Div
Ishares Trust S&P S00 (1VV) — Int/Div
Ishares MSCI Emerging Markets Index (EEM) — Int/Div
Vang Small Cap (VB) — Int/Div
Reimbursement — Naples Roundtable — January 14-17, 2017 — Naples, FL — Annual Meeting — Airfare
Reimbursement — Comer Inn of Court — January 18-21, 2017 — New York, NY — Annual Dinner — Train fare, meal, lodging
Reimbursement — Anzona State Umiv. SOL — January 27-28, 2017 — Phoenix, AZ — Award Dinner — Airfare, meals, lodging, ground transportation
Reimbursement — AIPLA — February 2-5, 2017 — Ft Lauderdale, FL — Mid-Winter Meeting — Tram fare, meals, lodging, ground transportation
Reimbursement — Arizona State Univ, SOL — March 22-24, 2017 — Phoenix, AZ — Educational Program — Aartare, meals, lodging, ground transportation
Reimbursement — Boston Patent Law Assoc — May 12-13, 2017 — Boston, MA — Annual Dmner — Aarlare, meals, lodging, ground transportation
Reimbursement — Berkeley Law — May 15-18, 2017 — Sun Francisco, CA — Educational Program — Aartare, meals, lodging, ground transportation
Reimbursement — Zurich IP — September 7-10, 2017 — Zunch, Switzerland — Annual Meeting — Airfare, meals, lodging, ground transportation
Reimbursement — Federal Circuit Bar Association — September 23-26 2017 — London, UK — Educational Program — Airfare, meals, lodging, ground transportation
Reimbursement — Umv. of Penmsylvama — October 18-26. 2017 — Tokyo, Japan — Educational Program — Aarfare, meals, lodgmg, ground transportation
Reimbursement — Univ. College of London — October 31-Nov 2, 2017 — London, UK — Educational Program — Airfare, meals, lodging, ground transportation
Spouse's income — 2017 — Self-employed (attomey)
Part VII, Column C, lines 5-12 and 15: Value method code "V* indicates cumulative value of funds invested.

Part VII, line 35: In 2017, this account did not report income for individual holdings and now falls within the note, below.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5223. Public record. Not legal advice.
