# Indira Talwani

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/5685

## Record

- **Judge:** Indira Talwani
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 11

## Text

American Funds Capital World Growth & Income Fund — Int/Div
American Funds EuroPacific Growth Fund — Int/Div
American Funds Fundamental Investors Fund — Int/Div
Amencan Funds Growth Fund of America — Int/Div — Sold (part)
American Funds Investment Company of America Fund — Int/Div
Glenmede Small Cap Equity — Int/Div — Buy
JP Morgan Large Cap Growth — Int/Div — Buy
Muainstay ICAP Select Equity Fund — Int/Div
MassMutual RetireSMART Moderate Fund — Int/Div — Sold
Royce Pennsylvania Fund — Int/Div — Sold
Vanguard Target Ret 2020 — Int/Div — Buy
Vanguard Wellington Fund — Int/Div
Yacktman Fund — Int/Div
Beeson, Tayer & Bodine 401K Profit Sharing Plan — Int/Div
Pyle Rome Ehrenberg Retirement Plan — None
Trust #1
rental property #1, South Orleans, Massachusetts — Rent
Federated Gov Obl TX Mgd-1 (X) — Interest
Massachusetts State General Obligations 127282011 (XX) — Interest
Federal Farm Credit Bank Bond 117062023 (X) — Interest — Sold
Federal Farm Credit Bank Bond 06/122024 — Interest — Buy
Federal Farm Credit Bank Bond 07012020 (X) — Interest — Sold
Federal Farm Credit Bank Bond 07/07/2023 — Interest — Buy
Federal Farm Credit Bank Bond 03032021 — Interest — Sold
Federal Farm Credit Bank Bond 08/06/2024 — Interest — Buy
Federal Home Loan Bank 08/07/2023 (X) — Interest — Sold
Federal Home Loan Bank 06/19/2024 — Interest — Buy
Federate Short-Term Municipal Trust — Int/Div — Buy
Federate Short-Term Municipal Trust — Sold (part)
Loomis Sayles Bond Fund (X) — Distribution
Loomis Sayles Inv Grade Bond (X) — Distribution
Loomis Sayles Senior — Distribution — Buy
Loomis Sayles Senior — Buy (add'l)
Disney Walt Co New (X) — Int/Div
V.F. Corp. — Int/Div — Buy
Anheuser-Busch (X) — Int/Div
Fomento Econ Mexicano (X)
Nestle SA (X) — Int/Div
Pepsico Inc. (X) — Int/Div
Procter & Gamble Co (X) — Int/Div — Sold (part)
Procter & Gamble Co (X) — Sold (part)
Anadarko Petroleum Corp (X) — Int/Div — Sold (part)
FOG RES Inc. (X) — Int/Div
ExxonMobil Corp. (X) — Int/Div — Sold (part)
Range Resources Corp. (X) — Int/Div
American International Group (X) — Int/Div
Huntington Bancshares Inc. (X) — Int/Div
PNC Financial Services Group (X) — Int/Div
US Bancorp New (X) — Int/Div
Wells Fargo & Co. (X) — Int/Div
Abbott Labs (X) — Int/Div
AbbVie Inc. (X) — Int/Div — Buy (add'l)
Johnson & Johnson (X) — Int/Div
Merck & Co. Inc. (X) — Int/Div — Buy (add'l)
Pfizer Inc. (X) — Int/Div — Buy (add'l)
Zeotis Inc. (X) — Int/Div — Buy (add'l)
Emerson Elec Co. (X) — Int/Div
General Electric Corp. (X) — Int/Div
Hexcel Corp. (X)
Union Pac Corp. (X) — Int/Div
United Parcel Service — Int/Div — Buy
Adobe Sys Inc. (X)
Apple Inc. (X) — Int/Div
Check Point Software Tech (X)
Cognizant Technology Solutions (X)
Google Inc. (X)
Microsoft Corp. (X) — Int/Div
Synchronoss Technologies — Buy
Cytex Industries Inc. (X) — Int/Div
FMC Corp. (X) — Int/Div
Praxair Inc. (X) — Int/Div
Verizon Communications (X) — Int/Div
NextEra Energy Inc. (X) — Int/Div — Sold (part)
iShares Core S&P Small-Cap ETF (X) — Int/Div
iShares Nasdaq BiotechETF (X) — Int/Div
Wisdomtree Japan (X) — Int/Div
Roche Hodg Lid — Int/Div — Buy
Roche Hodg Lid — Sold (part)
Roche Hodg Lid — Buy (add'l)
Roche Hodg Lid — Sold
UBS AG — Int/Div — Buy
UBS AG — Sold
AT&T (XX) — Int/Div — Sold
Burberry Group (X) — Int/Div — Sold
Cisco Systems Inc. (X) — Int/Div — Sold
Ford Motor Co. (X) — Int/Div — Sold
Parker Hannifin (X) — Int/Div — Sold
Sanofi Spoas (X) — Int/Div — Sold
Schlumberger Ltd (X) — Int/Div — Sold
Travelers Companies Inc. (X) — Int/Div — Sold (part)
Travelers Companies Inc. (X) — Sold
Mathews Asta Dividend-Ins (X) — Int/Div — Sold
iShares MSC Pacific Ex<Japan ETF (X) — Int/Div — Sold
Trust #2
rental property £2, Cotuit, Massachusetts — Rent
Citizens Bank checking account — Interest
Citizens Bank cash accounts — Interest
Partner (through 4/30/14), Segal Rotman, LLP
Agreement — 05/152014 — Segal Roitman LLP. Agreement setting sum certain payment for 2014 partnership share
Liability — Tuition Management Systems — Tuition for Spring Semester 2014 for Amherst College
Liability — Arcadia University — Tuition for Fall Semester 2014
Liability — Amherst College — l'wition for Spring Semester 2015
Liability — Citizens Bank — Credit Card
Income — 2014 — Segal Roitman LLP - partnership income — S47.814.00
Part VII. Line 15: Neither my husband nor 1 have ownership in or control of the underlying assets in the fund listed in Line 15. No individual dividends are

credited to the account. The value of the fund is adjusted quarterly,

Part VII. Lines 16-93. Line 16 is a header for lines 17-93. My husband and our children are beneficiaries of Trust #1, Trust #1 was not set up by my husband,

me or our children, and we have no control over the assets or income of the trust. The assets of the trust arc the property listed in line 17 and the holdings

listed in lines 18-92. The individual assets were not separately reported im my initial disclosures as we had no knowledge of the individual holdings prior to my

appointment. We still have no control over the assets or income of the trust, but | have now obtained the information to list these assets individually in lines 17 -

93. My household's beneficiary interest in the assets of the trust is 5.5% of the value indicated in Column C.

Part VII. Lines 94 - 96. Linc 94 is a header for lines 95-96. My husband is a beneficiary and trustee of Trust #2. The sole assets of Trust are the property listed in

line 95 and the checking account listed in line 96. My husband's beneficiary mterest is 200% of the value indicated in Column C.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/5685. Public record. Not legal advice.
