# Sandra Lea Lynch > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/6774 ## Record - **Judge:** Sandra Lea Lynch - **Year:** 2016 - **Report type:** Annual - **Pages:** 20 ## Text Fidelity Mass Muni MM — Int/Div Bank of America — Interest ROLLOVER IRA (H) Fidelity Disciplined Equity — Int/Div Fidelity Cash Reserves (Y) Fidelity Government Cash Reserves — Interest Fidelity Investments Core Cash — Interest TRADITIONAL IRA (H) Fidelity Low Priced Stock — Int/Div — Sold (part) Fidelity Low Priced Stock — Sold (part) Fidelity Capital and Income — Int/Div Fidelity Invest Grade — Int/Div — Sold (part) Fidelity Invest Grade — Sold (part) Fidelity Invest Grade — Buy (add'l) Fidelity Invest Grade — Buy (add'l) Fidelity Invest Grade — Buy (add'l) Fidelity Blue Chip Growth — Int/Div — Sold (part) Fidelity Blue Chip Growth — Sold (part) Fidelity Advisor Strategic Inc CL — Int/Div — Sold (part) Fidelity Advisor Strategic Inc CL — Sold (part) Fidelity Total Bond — Int/Div — Sold (part) Fidelity Total Bond — Sold (part) Fidelity Total Bond — Buy (add'l) Fidelity Total Bond — Buy (add'l) Fidelity Total Bond — Buy (add'l) Fidelity Total Bond — Buy (add'l) Fidelity Growth Company — Int/Div — Sold (part) Fidelity Advisor High Income CL — Int/Div — Sold (part) Fidelity Short Term Bond — Int/Div — Sold (part) Fidelity Short Term Bond — Buy (add'l) Fidelity Short Term Bond — Sold (part) Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Int/Div — Buy (add'l) Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part) Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part) Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part) Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part) Strategic ADV Int'l Il FD (formerly Strategic ADV US Opty 11) — Sold (part) Fidelity Equity Income — Int/Div — Sold (part) Fidelity Value — None — Sold Fidely Emerging Markets — Int/Div — Buy (add'l) Fidely Emerging Markets — Sold (part) Fidelity Stock Selector All Cap Fd — Int/Div — Sold (part) Fidelity Stock Selector All Cap Fd — Sold (part) Fidelity Stock Selector All Cap Fd — Sold (part) Fidelity Stock Selector All Cap Fd — Sold (part) Fidelity Stock Selector All Cap Fd — Sold (part) Fidelity Focused High Income Fund — Int/Div FIMM MMKT Port Inst C1 — None — Sold Fidelity Stock Selector Small Cap — Int/Div — Sold (part) Fidelity Mega Cap Stock Fd — Int/Div — Sold (part) Fidelity Mega Cap Stock Fd — Sold (part) Fudelity Real Estate Income — Int/Div Fudelity Municipal Income — Int/Div — Sold Fidelity Floating Rate High Income — Int/Div Fid Advisor Stock Selectr Mid Cap CL — Int/Div — Sold (part) Fidelity Conservativ Income Bond FD CL — Int/Div — Sold (part) Fid Large Cap Value Enhanced Index — Int/Div — Sold (part) Fudelity Contrafund — Int/Div — Sold (part) Fidelity Value Discovery — Int/Div — Buy (add'l) Fidelity SAI U.S. Large CAP Index — Int/Div — Buy Fidelity SAI U.S. Large CAP Index — Buy (add'l) Fidelity SAI U.S. Large CAP Index — Buy (add'l) Fidelity SAI U.S. Large CAP Index — Buy (add'l) Fidelity SAI Intemational Index — Int/Div — Buy Fidelity SAI Emerg Markets Index — Int/Div — Buy Fidelity SAI Emerg Markets Index — Buy (add'l) Fidelity SAI Emerg Markets Index — Buy (add'l) Fidelity SAI Emerg Markets Index — Buy (add'l) Fidelity SAI U.S. Quality Index Fund — Int/Div — Buy Fidelity SAI U.S. Quality Index Fund — Buy (add'l) Fidelity SAI U.S. Quality Index Fund — Buy (add'l) Fidelity SAI U.S. Quality Index Fund — Buy (add'l) Fidelity Small Cap Value — Int/Div — Buy Fudehity Select Natural Resources — Int/Div — Buy Fudehity Select Natural Resources — Buy (add'l) Fudehity Select Natural Resources — Buy (add'l) Fudelity Inflation Protected Bond — Int/Div — Buy Fudelity Inflation Protected Bond — Buy (add'l) Fudelity Inflation Protected Bond — Buy (add'l) Fudelity Inflation Protected Bond — Sold Fidelity Inflat-port BD Index Inst] Perm — Int/Div — Buy Fidelity Inflat-port BD Index Inst] Perm — Buy (add'l) FIMM Government Portfoho: Instl CL — Int/Div — Buy FIMM Government Portfoho: Instl CL — Sold (part) FIMM Government Portfoho: Instl CL — Sold (part) FIMM Government Portfoho: Instl CL — Buy (add'l) FIMM Government Portfoho: Instl CL — Sold (part) FIMM Government Portfoho: Instl CL — Sold (part) Esplanade Capital Ptnrs LLC (See note section VII — None PAS BROKERAGE ACCOUNT(H) Fidelity Municipal Income — Int/Div Fidelity Limited Term Muni Income — Int/Div Fidelity Municpal Money Market (Y) Deutsch Strategic High Yid Tax S — Int/Div Deutsche Managed Muni Bond FD S — Int/Div Fidelity Advisor Int'l Discovery CL — Int/Div — Sold (part) Fidelity Real Estate Investment — Int/Div — Sold (part) Fidelity Capital & Income — Int/Div Champlain Small Co. Fund Adv CL Conf — Int/Div Allanz NFJ Small Cap Val Admin Class — Int/Div Artisan Int] Value Fund Inv CL — Int/Div — Buy (add'l) Baron Growth — Int/Div William Blair Int'l Growth Class N — Int/Div — Buy (add'l) William Blair Int'l Growth Class N — Sold (part) William Blair Int'l Growth Class N — Sold (part) William Blair Int'l Growth Class N — Buy (add'l) JPMorgan Mid-Cap Value Fn Select CL — Int/Div Hartford Growth Opportunity Class A — Int/Div Hotchkins & Wiley Mid Cap Value CL A — Int/Div Mainstay Lg Cap Grwth Fund Class A — Int/Div T Rowe Price Equity Income Advisor CL — Int/Div Templeton Global Bond Class A — Int/Div — Sold (part) Templeton Global Bond Class A — Sold (part) Templeton Global Bond Class A — Buy (add'l) Templeton Global Bond Class A — Buy (add'l) Fiudelity Mass Muni Income — Int/Div — Sold (part) Fiudelity Mass Muni Income — Buy (add'l) Fiudelity Mass Muni Income — Buy (add'l) Fiudelity Mass Muni Income — Buy (add'l) Fiudelity Mass Muni Income — Sold (part) Allianceber Muni Inc 11 Mass Cl A (Also called AB Muni Income) — Int/Div JPMorgan US Equity FD Sel C1 — Int/Div — Sold (part) MFS Int'l Diversification Fd A — Int/Div Causeway Int'l Value Investor — Int/Div MFS Int'l Val Fd C1 A — Int/Div MFS Muni Mass C1 A — Int/Div — Buy (add'l) MFS Research Int'l C1 A — Int/Div — Sold (part) Primecap Odyssey Growth — Int/Div T. Rowe Price Tax Free Inc Ady — Int/Div — Sold (part) T. Rowe Price Tax Free Short Inter — Int/Div — Sold (part) SPDR S&P S00 ETF — Int/Div IShares Russell 1000 Value ETF (name change) — Int/Div — Sold (part) IShares Russell 1000 Value ETF (name change) — Sold (part) IShares Russell 1000 Growth ETF (name change) — Int/Div — Buy (add'l) IShares Russell 1000 Growth ETF (name change) — Sold (part) Franklin Intemat] Sm Cap Grwth Advisor — None — Sold (part) Franklin Intemat] Sm Cap Grwth Advisor — Sold Sector Spdr Tr Shs Ben Int Fimancial — Int/Div — Sold (part) Sector Spdr Tr Shs Ben Int Fimancial — Sold (part) SPDR Ser Tr Barclays Conv Secs ETF — Int/Div — Sold T Rowe Intl Stock Advisor — Int/Div — Buy (add'l) T Rowe Intl Stock Advisor — Buy (add'l) T Rowe Intl Stock Advisor — Closed Transamerica Intl Equity CL — Int/Div — Sold (part) Transamerica Intl Equity CL — Buy (add'l) Transamerica Intl Equity CL — Sold (part) Ishares Core S&P Small-cap ETF — Int/Div — Sold (part) Fidelity Emerging Markets — Int/Div — Buy (add'l) Acadian emerging Markets Port Inst] — Int/Div — Buy (add'l) Invesco Convertible Securities FD CL Y — None — Sold Janus Enterprise Fund Class — Int/Div — Buy (add'l) Janus Enterprise Fund Class — Buy (add'l) Janus Enterprise Fund Class — Sold (part) T Rowe Price Emerging Mkts Stock — Int/Div — Buy (add'l) T Rowe Price Emerging Mkts Stock — Closed Templeton Frontier Mrtks FD ADV CL — Int/Div — Sold (part) Templeton Frontier Mrtks FD ADV CL — Sold (part) Templeton Frontier Mrtks FD ADV CL — Sold Transmerica Interntl Small Cap Value — Int/Div — Sold Eaton Vance Income Fund Of Boston CL — Int/Div — Closed Oppenheimer Internt] Bond — Int/Div — Buy (add'l) Oppenheimer Internt] Bond — Sold Ishares Russell Midcap Growth — None — Sold Ishares Russell 1000 ETF — Int/Div — Sold (part) Ishares S&P Small Cap Growth ETF Cross Trade — Int/Div Vanguard Index Fds Vanguard Value — Int/Div — Sold (part) Vanguard Index Fds Vanguard Value — Sold (part) Causeway Emerging MRKTS FD Inv CL — Int/Div — Buy Franklin Convertible Securities Advisor — Int/Div — Buy Franklin Convertible Securities Advisor — Buy (add'l) Franklin Convertible Securities Advisor — Buy (add'l) T Rowe Price Overseas Stock 1 CL — Int/Div — from line 194) T Rowe Price Emerg Markets Stock Fund — Int/Div — from line 154) T Rowe Price International STK — Int/Div — from line 141) T Rowe Price International STK — Buy (add'l) T Rowe Price International STK — Sold (part) Wasatch Frontier Emerging Small Co's — None — Buy Wasatch Frontier Emerging Small Co's — Buy (add'l) Wasatch Frontier Emerging Small Co's — Buy (add'l) Blackrock High Y1d BD Port CL K — Int/Div — Buy Ishares S&P Small CAP 600 Value — Int/Div — Buy Mainstay Tax Free Bond Class A — Int/Div — Buy Wells Fargo Ultra SHT Muni Inc ADM — Int/Div — from line 192) Wells Fargo Ultra SHT Muni Inc ADM — Buy (add'l) Fidelity Government Cash Reserves (X) — Interest Flexshares Trust Momingstar Global Upstream Nat Res IDX — Int/Div — Buy Ishares TR EAFE Smal CP ETF — Int/Div — Buy Ishares TR EAFE Smal CP ETF — Buy (add'l) Ishares Inc Core MSCI Emerging Mkts — Int/Div — Buy Select Sector SPDR TR RL EST SEL SEC — None — from line 138) Select Sector SPDR TR RL EST SEL SEC — Sold Wells Fargo Ultra SH Term Muni Inc Ins — None — Buy Wells Fargo Ultra SH Term Muni Inc Ins — Closed T Rowe Price Overseas Stock Fund — Int/Div — Buy T Rowe Price Overseas Stock Fund — Closed Eaton Vance Income Fund Of Boston CL A — Int/Div — from line 160) IRA ROLLOVER ACCT NO Z(H) Fidelity Cash Reserves — None — Closed Fidelity Government Cash Reserves (X) — Interest IRA- JH) — Interest Schwab US Treas Money Fund — Interest SHINVEST ACCOUNT (IRA) (H) Schwab US Treas Money Fund — Interest American Express — Int/Div Apple Inc Com — Int/Div Avago Technologies Ltd Shs — with line 237) Capital One Finl Corp Com — Int/Div Caterpillar Inc Del — Int/Div Chevron Corp New Com — Int/Div — Sold Cognizant Tech Solutns Cl A — None Emerson Electric — Int/Div Exxon Mobil Corp — Int/Div Goldman Sachs Group Com — Int/Div Iberiabank Corp Com — Int/Div Invesco Lid Shs — Int/Div J P Morgan Chase & Co — Int/Div Mondelez Intl Inc C1 A — Int/Div Oracle Corp — Int/Div Qualcomm Inc Com — Int/Div Roche Hidg Lid Sponsored Adr — Int/Div Salesforce Com Inc Com — Int/Div Schlumberger — None Siemens A G Sponsored Adr — Int/Div Target Corp — None — Sold Thermo Fisher Scientific Inc — Int/Div Verizon Commumcations Com — Int/Div Alphabet Inc. CL A — None Alphabet Inc. CL ( — None Coca-Cola Company — Int/Div Diageo PL C Spon ADR new — Int/Div Flowers Foods Inc — Int/Div — Sold Cnlead Sciences Inc Com — Int/Div Johnson & Johnson Com — Int/Div Lululemon Athletica In Com — None — Sold Pfizer Inc — Int/Div — Buy Occidental Pete Corp — None — Buy Broadcom Ltd Shs — Int/Div First Republic Bank (name correction) — Interest Adams Moutain LLC see note Part VII — None Reimbursement — New York Univeresity School of Law — 10/02/16 - 114/16 — New York City — Teaching — Travel, lodging, and meals Income — 11012116 — New York University School of Law teaching stipend — S2.000.00 Part VII - Investment Limited partnership income whether passive or nonpassive is disclosed as "dividend" income. Part VII - All investments are publicly traded common stocks or mutual funds unless otherwise noted. Part VII - Esplanade Capital ptors | LLC is a non-publically trade LLC. The net income from the investment is reported as dividend, Part VII - Line 5 portfolio no longer use "Fidelity Cash Reserves" us cash reserve, portfolio use Line 6 "Fidelity Government Cash Reserves” as cash reserve in 2016 Part VII - Line 185 is a cash reserve account Part VII - Line 198 portfolio no longer use "Fidelity Cash Reserves” as cash reserve, portfolio use Line 199 "Fidelity Government Cash Reserves” as cash reserve in 2016 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6774. Public record. Not legal advice.