# Maureen P. Kelly

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6364

## Record

- **Judge:** Maureen P. Kelly
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 10

## Text

Schwab retirement inherited IRA — Distribution
Cash & Cash Equivalents — None
Large Domestic Equity Berk Hathaway class B — None
Large Domestic Equity Longleaf Parmers Fund — None
Large Domestic Equity Wintergreen Fund — None
PNC Savings Account — Interest
PNC Savings Account — Interest
BCCZ 301k Retirement Plan (no control) — None
Schwab Brokerage Account
Large US Equity Berk Hath new class B — None
Large US Equity Third Ave Value — Int — Sold (part)
Large US Equity Longleaf Partners — Int/Div — Sold (part)
Large US Equity Dodge & Cox Stock Fund — None
Large US Equity Yacktman Focused — Int./y — Sold (part)
Large US Equity Touchstone Sands Capital — Ine — Sold (part)
Large US Equity Fairholme Fund — Int/Div — Sold (part)
Large US Equity American Express Co — None
Large US Equity Harbor Cap Appreciation Fund — Int/Div — Sold (part)
Large US Equity Chase Investment Counsel{X) — Int/Div — Sold (part)
Large US Equity Jensen Quality Growth — Int/Div — Sold (part)
Large US Equity Sequoia Fund — Int/Div — Buy (add'l)
Large US Equity Beck Mack & Oliver Partners Fund — Int/Div — Buy
Large US Equity PNC Finl Services — None
Large US Equity Legg Mason Cap Mgmt Oppty TrStock Fund — Int/Div — Distnibuted
Small US Equity FPA Capital Fund — Int/Div — Sold (part)
Small US Equity Akre Fd Inst — Int/Div — Sold (part)
Small US Equity Longleaf Partners — Int/Div — Sold (part)
Small US Equity Wintergreen Fund — None
Small US Equity Evermore Global Value — None
Intemational Equity Oakmark Global Select Fund — Int/Div — Sold (part)
Intemational Equity Tweedy Browne Global Value Fund — Int/Div — Sold (part)
Intemational Equity Harbor Int Fund — None
Intemational Equity First Eagle Overseas Fund — Int/Div — Sold (part)
Intemational Equity Longleaf Partners Intl Fund — None
Reul Estate Securitites-Third Ave RE Value fund — None
Altemative Securities AOR Diversified — Int/Div — Sold (part)
Altemative Securities Litman Gregory Masters — None
Altemative Securities Greenspring Fund — Int/Div — Sold (part)
Fixed Income Long Intermediate Loomis Sayles Bond — Int/Div — Sold (part)
Fixed Income Long Intermediate Third Ave Focused Credit — hy — Sold (part)
Fixed Income Long Intermediate PIMCO Unconstrained — Int/Div — Sold (part)
Fixed Income Long Intermediate Thornburg Strategic Muni Income — Int — Sold (part)
Cash & Cash Equivalents (Schwab various Accounts) — None
American Funds Invest acct Capital Income Builder — Int/Div
American Funds Invest acct Capital Income Builder — Int/Div
S10.
Board Member, Seton LaSalle Catholic High School
Spouse's income — 2013 — Architect, S-Corp, Hayes Design Group-Architects, Inc. - W2 and K1 (Employee & 100% Shareholder)

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6364. Public record. Not legal advice.