# Ann D. Montgomery

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5289

## Record

- **Judge:** Ann D. Montgomery
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 6

## Text

US Bancorp — Interest
Nortech System - Common Stock — Int/Div
1'4 Interest in farm land in Meeker County. MN — Rent
Trans America Annuity — None
PIMCO Total Return « IMCO — Int/Div
Prudential Natural Resources - Prudential — Int/Div
Blackrock Global Allocation - Blackrock — Int/Div
First Eagle Global Fund - First Eagle — Int/Div
Ivy Asset Strategy - IVY — Int/Div
Blackrock Global Allocation - IRA Blackrock — Int/Div
Prudential Natural Resources - IRA Prudential — Int/Div
Ivy Asset Stragegy - IRA - IVY — Int/Div
First Eagle Global Fund - IRA - First Eagle — Int/Div
PimcoTotal Return « IRA - PIMCO — Int/Div
Reimbursement — American Bar Association — hyn, grunts 7 ER 1 Tor — Developments in Employment Law Conf
Reimbursement — American Bar Association — November 2-5. 2011 — Scarttle. WA — ABA 5th Annual Labor & Employment Law Conf. — Transportation, lodging
Reimbursement — Institute — Medical Device Litigation Conf.
Section 11: | have a deferred pension benefit plan with the Minnesota State Judicial Retirement System. In past years, | have been reporting it consistently under

Section VII rather than Section I1. | elected to receive my deferred benefit monthly beginning in July 2011. 1 have now been advised it is more appropriately

considered a Section 11 agreement so it is reported there and the amount received in Section 111.

Section VII: No. 3 - Item 3 is real estate owned in common

The assessed tax value is approximately $80,000; the current value may actually be

less than that but my share, in any event, would be less than $20,000.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5289. Public record. Not legal advice.