# J. Richard Creatura

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6582

## Record

- **Judge:** J. Richard Creatura
- **Year:** 2015
- **Report type:** Annual
- **Pages:** 9

## Text

Columbia Bank Accounts — Interest
Morgan Stanley Accounts — Interest
Amencan AmCAP A Common — Int/Div
American Europacific Grw A. Mutual fund — Int/Div — Sold (part)
Amencan GR Fd of America Mutual Fund — Int/Div — Sold (part)
American Smallcap World A — Int/Div
Amencan Wa Mutual A Common — Int/Div
Blackrock Equity Dividend A Common — Int/Div — Sold (part)
Calamos Market Neutral Inc A — Int/Div
Delaware Small Cap Value A Mutual Fund — Int/Div
DWS Dreman Small Cap Val A Mutual Fund — Int
DWS RREEF Real Estate Sec A Common — Int/Div
Fidelity Adv LVGD Company Stk A Common — Int/Div — Buy (add'l)
Franklin Income Adv (X) — Int./y — Buy (add'l)
Gabelli Eq Inc. AAA Mutual Fund — Int/Div — Sold (part)
Invesco Premier Tx Exempt Inst (PEIXX) — Int/Div
Isha Curr Hedged MSC EAFE — Int/Div — Buy
JP Morgan Mid Cap Value A Common — Int/Div — Buy (add'l)
Lazard Emerging Markets Open Common — Int/Div — Buy (add'l)
Madison FDS MDCP C1 Y — Int/Div
Metropolitan West TOT RET BD — Int/Div
MS European Equity Fund B Common — Int/Div
MSIF Growth A — Int/Div
Munder Mid Cap Core Growth A Mutual fund — Int/Div
Pimco Low Duration FD A Mutual Fund — Int/Div
Pimco Total Retum A Mutual Fund — Int/Div — Buy (add'l)
Putnam Growth &Income A — Int/Div
Rovee 100 service Mutual Fund — Int/Div — Sold (part)
RS Partners A Common — Int/Div — Sold
T Rowe Price Group, Inc. Common — Int/Div
Templeton Glogal Bd FD A Mutual fund — Int/Div — Buy (add'l)
Thomburg Inv Inc Builder A Mutual fund — Int/Div — Buy (add'l)
Virtus Mult-Sector S/T Bd A Common — Int/Div — Buy (add'l)
Vanguard Sm Cap Value ETF (X) — Int/Div — Buy (add'l)
Vanguard Sm Cap Growth ETF (X) — Int/Div — Buy (add'l)
Vova Global Real Estate A (X) — Int/Div — Sold (part)
Mediamax. Inc. Common stock — None
Trust #1 Exemption Eq. Trust — Int/Div
Invesco Equal Wehtd S&P 500 Mutual Fund — Int/Div
Invesco Equity and Income A — hy
Invesco Global Healthcare A Mutual Fund — Int/Div
Invesco VK Technology A Mutual Fund — Int
Morgan Stanley Dean Witter account — Int/Div
MS Multi Cap Growth TR A — Int/Div
Trust 3 - BMW Bank of N. Amer. Salt Lake Cay CD — Interest
NC & LMC, LLP — Int/Div
BANK DEPOSIT PROGRAM MORGAN STANLEY BANK NA. — Int/Div
BLACKROCK US OPPORTUNITIES Sve — Int/Div — Sold (part)
First Eagle Overseas A — Int/Div — Sold (part)
GABELLI EQ INC AAA — Int./hv — Sold (part)
Invesco Global Healthcare A — Int/Div
LAZARD EMERGING MARKETS OPEN — Int/Div
PRUDENTIAL SHT TRM CORP BD A — Int/Div — Sold (part)
ROYCE PREMIER SERVICE — Int/Div — Sold (part)
TEMPLETON GLOBAL BDFD A — Int/Div — Buy (add'l)
THORNBURG INTL VALUE A — Int/Div — Sold (part)
Manager (Family corporation), NC & LMC, LLC
Agreement — 2010 — Gordon Thomas Honeywell Malanca Peterson and Daheim, LLP retirement payments
Income — 2015 — Gordon Thomas Honevwell Malanca Peterson and Daheim, LLP — SI16.588.00
Part VII line 21 lists Metropolitan West TOT RET BD for the first time. | received a report from my broker that we have owned this asset since 2010, and

purchashed additional amounts in 2012. It has not been included in previous disclosures bvecause it was inadvertenetly overlooked.

Part VII, lines 45-56 include a variety of “income” sources for a marital deduction trust, my mother's estate and 4 family corporation -- These entities have

received income from a variety of sources, including interest, dividends, rent and other distributions. Because I am aggragating the income for each of these

entities, | have not seperately identified the source of income for each asset. | am happy to provide this information, if that is necessary.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6582. Public record. Not legal advice.