# Theodore Alexander McKee

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6503

## Record

- **Judge:** Theodore Alexander McKee
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 13

## Text

CARDINAL HEALTH — Int/Div
COCACOLA — Int/Div
COLGATE PALMOLIVE — Int/Div
DOMINI SOCIAL INDEX FUND — Int/Div
JOHNSON & JOHNSON — Int/Div
MERCK (SEE Section VIIN(Y) — Int/Div
PAX WORLD SOCIAL FUND — Int/Div — Closed
VERIZON — Int/Div
WHOLE FOODS MARKET — Int/Div — Closed
CISCO — Int/Div
WASHINGTON MUTUAL FUND — Int/Div
HENRY SCHEIN STOCK — Int/Div
FRANKLIN FLTG RAGE. FCRX — Int/Div
CALVERT INCOME FUND — Int/Div
AMERICAN EURO PACIFIC MUTUAL FUND — Int/Div
PAX WORLD SOCIAL FUND — Int/Div — Closed
GFACX- AMERICAN GROWTH — Int/Div
CALVERT GLOBAL WATER FUND — Int/Div — Open
PROCTOR & GAMBLE — Int/Div
JOHN HANCOCK MUTUAL FUND JCVCX) — Int/Div
DREYFUS FUND STRUCTURED MID CAPFDCLC — Int/Div
CARLISLE COMPANIES (CSL) — Int/Div
AMERICAN BOND FUND (ABNDX) — Int/Div
AMERICAN CAPITAL WORLD GROWTH FUND ICWGIX) — Int/Div
SENTINEL FUNDS SS CORE A — Int/Div
SENTINEL FUNDS SSMIDCAP A — Int/Div
PNC MONEY MARKET ACCOUNT (SEE SECTION VII — Int/Div
APPLE INC (AAPL) — Int/Div — Buy (add'l)
APPLE — Int/Div — Buy (add'l)
APPLE — Int/Div — Buy (add'l)
APPLE — Int/Div — Buy (add'l)
APPLE — Int/Div — Buy (add'l)
VECTREN CORP — Int/Div — Open
American New Perspective Fund — Int/Div — Open
AMERICAN CENT MID CAP VALUE INV SHS — Int/Div — Open
COHEN & STEERS REALTY SHARES — Int/Div — Open
DELAWARE VALUE FUND INSTITUTIONAL — Int/Div — Open
EATON VANCE GLOBAL MACRO ABSLTERTCL — Int/Div — Open
FEDERATED TOTAL RETURN BOND IS — Int/Div — Open
FIDELITY ADVISOR FL RATE HIGH INCCL — Int/Div — Open
HARBOR CAPITAL APPRECIAT INSTL — Int/Div — Open
ISHARES RUSSELL 2000 GROWTH ETF — Int/Div — Open
MAINSTAY EPOCH GLOBAL EQUITY YLDI1 — Int/Div — Open
METROPOLITAN WEST TOTAL RETURN CLASS — Int/Div — Open
OPPENHEIMER INTL GROWTH FD Y — Int/Div — Open
OPPENHEIMER DEV MARKETS — Int/Div — Open
POWERSHARES FTSE RAFI US 1000 ISIN — Int/Div — Open
T. ROWE PRICEMID CAP GROWTH — Int/Div — Open
T. ROWE PRICE INTL DISCOVERY FUND — Int/Div — Open
ROYCE OPPORTUNITY FDSVOS (CL — Int/Div — Open
TEMPLETON GLOBAL BOND ADVISOR FD CLASS — Int/Div — Open
AMERICAN CENTURY MID CAP VALUE INV SHS — Distribution — Buy (add'l)
COHEN & STEERS REALTY SHARES — Int/Div — Buy (add'l)
DELAWARE VALUE FUND INSTITUTIONAL — Int/Div — Buy (add'l)
EATON VANCE GLOBAL MACRO ABSLTERTCL 1 — Int/Div — Buy (add'l)
FEDERATED VANCE GLOBAL MACRO ABSLTERTCL — Int/Div — Buy (add'l)
FIDELITY ADVISOR RATE HIGH INC CLI — Int/Div — Buy (add'l)
HARBOR CAPITAL APPRECIAT INSTL — Int/Div — Buy (add'l)
ISHARES RUSSELL 1000 GROWTH ETF — Int/Div — Buy (add'l)
ISHARES RUSSELL 2000 GROWTH ETF — Int/Div — Buy (add'l)
MAINSTAY EPOCH GLOBAL EQUITY YLDI1 — Int/Div — Buy (add'l)
METROPOLITAN WEST TOTAL RETURN CLASSI — Int/Div — Buy (add'l)
OPPENHEIMER INTLGROWTHFD Y — Int/Div — Buy (add'l)
OPPENHEIMER DEV MARKETS FD CLASS Y — istnbution — Buy (add'l)
POWERSHARES FTSE RAFI US 1000 ISIN — Int/Div — Buy (add'l)
TROWE PRICE MID CAP GROWTH — Int/Div — Buy (add'l)
T ROWE PRICE INTL DISCOVERY FUND — Int/Div — Buy (add'l)
ROYCE OPPORTUNITY FDSVCS CL — Int/Div — Buy (add'l)
TEMPLETON GLOBAL BOND ADVISOR CLASS — Int/Div — Buy (add'l)
JOHNSON AND JOHNSON — Int/Div — Sold (part)
APPLE — Int/Div — Buy (add'l)
PAX WORLD BALANCED FD INDIVIDUAL INV CL — Int/Div — Sold (part)
CALVERT GLOBAL WATER FD CL A — Int/Div — Buy (add'l)
AGLRESOURCES (GS) — Int/Div — Open
APPLE — Int/Div — Buy (add'l)
PAX WORLD BALANCED FUND — Distribution — Closed
CALVERT GLOBAL WATER FD CL A — Int/Div — Buy (add'l)
INTEL — Int/Div — Buy (add'l)
CALVERT GLOBAL WATER FD CL A — Int/Div — Buy (add'l)
INTEL — Distribution — Buy (add'l)
APPLE — Int/Div — Buy (add'l)
PAX WORLD BALANCED FD — Int/Div — Closed
CALVERT GLOBAL WATER FD CL A — Int/Div — Buy (add'l)
WHOLE FOODS MARKET INC — Int/Div — Closed
BARCLAYS BANK IPATH DJ UBS COFFEE ETN — Int/Div — Open
APPLE — Int/Div — Buy (add'l)
JOHNSON & JOHNSON — Int/Div — Sold (part)
APPLE — Int/Div — Buy (add'l)
BARCLAYS BANK IPATH BLOOMBERG COFFEE ETN — Int/Div — Buy (add'l)
APPLE — Int/Div — Buy (add'l)
FUJIFIL HLDGS CORP ADR (SEE SEC vin — Int/Div — Closed
Vanguard Total Bond Mkt Fund — Int/Div — Open
Amercan Balanced Fund — Int/Div — Open
Amencan Bond Fund — Int/Div — Open
AMERICAN WASHINGTON MUTUAL FUND (WASHINGTON MUTUAL FUND) — Int/Div — Buy (add'l)
AMERICAN EURO PACIFIC FUND INC CLA — Int/Div — Buy (add'l)
AMERICAN BALANCED FUND — Int/Div — Buy (add'l)
AMERICAN BOND FUND OF AMEICA CLA — Int/Div — Buy (add'l)
SEESECTIONVIN
iShares Russell 1000 Growth ETF — Int/Div — Open
IShares Russell 2000 Growth ETF — Int/Div — Open
Tupperware (see Section VII)
GENERAL PARTNER, PUJKEE ASSOCIATES: (sce section viii for information)
TRUSTEE, TEMPLE UNIVERSITY
TRUSTEE, SYRACUSE UNIVERSITY
Director, Vera Institute of Justice
BOARD OF VISITORS, TEMPLE UNIVERSITY COLLEGE OF LAW
BOARD OF VISITORS (honorary member), SYRACUSE UNIVERSITY COLLEGE OF LAW
Reimbursement — Federal Judges Association — 5/556 — Washington DC — Association Meeting — lodging and meals
Reimbursement — OF PUBLIC INTEREST FELLOWSHIP
Reimbursement — SYRACUSE UNIVERSITY COLLEGE OF LAW — 1 TO43 — SYRACUSE NEW YORK — MOOT COURT — LODING, MEALS AND TRAVEL
Reimbursement — VERA INSTTIUTE QOFJUSTICE — 4/8 — NEW YORK CITY — BOARD MEETING — TRAIN FARE
Reimbursement — SYRACUSE UNIVERSITY — SARTO RIO — SYRACUSE NEW YORK — PARTICIPATE IN LAW SCHOOL ORIENTATION — AIR TRAVEL AND LODGING
Spouse's income — 2014 — JOINT COMMISSION
DELAWARE DIVERSIFIED INCOME FUND CLASS |

HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS CLASS |

ISHARES TR TIPS BD ETF

ISHARES TR CORE US AGGREGATE BDE ETF

PIMCO EMERGING LOCAL BOND FUND INSTUTIONAL CLASS

PRUDENTIAL JENNISON 20/20 FOCUS FUND-CLASS Z

TIAS-CREF MID-CAP VALUE FUND INSTITUTIONAL CLASS

USAA SHORT-TERM BOND FUND INSTITUTIONAL CLASS

VANGUARD BD INDEX FD INC SHORT TERM BD ETF.

PLEASE NOTE. SOME OF THESE IN

TMENTS WERE HELD IN THE RETIREMENT ACCOUNTS IN PAST YEARS. PURSUANT TO

INSTRUCTIONS | RECEIVED FROM THE COMMITTEE'S COUNSEL LAST YEAR, 1 DID NOT THINK IT NECESSARY TO TRY TO RECONSTRUCT

THE INVESTMENT THAT HAVE BEEN HELD IN THESE IRA ACCOUNTS SINCE THEIR INCEPTION. IN FACT, MY IRA ACCOUNT DATES BACK

TO MY FIRST JOB AFTER COLLEGE IN 1969. RATHER, I ASKED OUR ACCOUNT REP LAST YEAR TO GIVE ME A LIST OF ALL INVESTMENTS

THAT HAD EVER BEEN HELD IN ANY OF OUR IRAS FOR AS FAR BACK AS HE COULD RECONSTRUCT. THAT IS THE ABOVE LIST. TO THE

EXTENT THAT HE HAS INFORMED ME THAT ANY OF THE ITEMS ON LAST YEAR'S LIST IN SECTION VII ARE HELD AND HAD VALUE

DURING 2014 OR WERE TRADED DURING 2014, | HAVE INCLUDED IT IN SECTION VIL FOR EXAMPLE, SEE SECTION VI LINE 42 MAINSTAY

EPOCH GLOBAL EQUITY, LISTED ON THE ADDENDEUM IN SCHEDULE VIII LAST YEAR BUT OMITTED FROM SECTION VIII THIS YEAR

BECAUSE 1 WAS ABLE TO DETERMINE THAT IT IS STILL HELD AND | THERFORE LISTED IT IN SECTION VII,

PLE.

ORM ME IF THIS

NOT SATISFACTORY. 1 HAVE NOT BEEN INVOLVED IN ANY CASE Wi

E THE INTEREST OF ANY OF

THESE INV

IMENT VEHICLES WAS AN ISSUE OR (TO MY KNOWLEDGE) WOULD HAVE BEEN AFFECTED BY OUR DECISION.

LINE 102 - TUPPERWARE: PLEAES NOTE THAT TUPPERWARE HAS BEEN INADVERTENTLLY CARRIED ON PAST DISCLOSURE REPORTS

AFTER THE POSITHON WAS CLOSED. ALL SHARES WERE SOLD ON AUGUST §, 2010 FOR VALUE CODE OF "I" AND A GAIN/LOSS OF "A™ IT

WAS A MARKET SALE THROUGH OUR BROKER. PLEASE ACCEPT THIS AS A CORRECTION TO SUBSEQUENT REPORTS AFTER 2010 THAT

ERRONEOUSLY LILSTED A POSITION IN TUPPERWARE.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6503. Public record. Not legal advice.