# Marjorie O. Rendell

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7459

## Record

- **Judge:** Marjorie O. Rendell
- **Year:** 2011
- **Pages:** 12

## Text

Rovee Value Plus (Y)
QUALIFIED
Adams Harkness Small Cap — None
Baron Growth — Int/Div
BlackRock Low Duration Bond — Int/Div — Buy (add'l)
Brandywine — None — Sold
DFA Emerging Mkts Core Equity — Int/Div
DFA Intl Value — Int/Div
DFA One Year Fixed — Int/Div — Sold (part)
DFA Global Real Estate Securities — None — Buy
DFA US Large Cap Value — Int/Div
DFA US. Micro Cap — Int/Div
DFA US. Small Cap Value — Int/Div
Dodge & Cox Stock — Int/Div
Federmted Gov. Ultrashort Duration — Int/Div — Buy (add'l)
First Eagle Overseas — Int/Div
Hotchkis & Wiley Large Cap Value — Int/Div
Hotchkis & Wiley Mid Cap Value — Int/Div
Ivy Mid Cap Growth — None — Buy
Janus Fund — Int/Div — Sold (part)
Janus Overseas Fund — Int/Div — Sold (part)
Metropolitan West Total Return — Int/Div — Buy (add'l)
Morgan Stanley Inst Emerging Markets — None
Morgan Stanley Inst International Equity — Int/Div — Sold (part)
Royce Opportunity — None — Sold (part)
Royce Value Plus — Int/Div
Schwab Adv Cash Reserve Prem — Int/Div
Third Avenue Intl Value — Int/Div
Thomburg Intl Value — Int/Div
Westcore Int't (Frontier) Small Cap — Int/Div — Sold (part)
Westcore Mid Cap Value — Int/Div — Sold (part)
Westcore Mideo Growth — Int/Div — Sold (part)
William Blair International Growth — Int/Div
William Blair Lg Cap Growth — Int/Div
William Blair Intl Small Cap Growth — Int/Div
William Blair Mid Cap Growth — Int/Div — Buy
First Eagle Global — Int/Div
Janus Perkins Mid Cap Value — None — Sold
William Blair Growth — Int/Div
Baron Growth Fund — Int/Div
DFA Emerging Markets Core Equity — Int/Div
DFA Short Term Muni Bond — Int/Div — Sold (part)
DFA Tax Managed Int'l Value — Int/Div
DFA Tax Managed US Marketwide Value — Int/Div
DFA Tax Managed US Targeted Value — Int/Div
DFA US Micro Cap — Int/Div
Dodge & Cox Stock — Int/Div
Fannie Mae — None — Sold
Federated Short Interm Muni — Int/Div
First Eagle Overseas — Int/Div
General Electric Company — Int/Div — Sold (part)
General Electric Company — Sold (part)
General Electric Company — Sold (part)
GlaxoSmithKline PLC — Int/Div
Hotchkis & Wiley Large Cap Value — Int/Div
Hotchkis & Wiley Mid Cap Value — Int/Div
Janus Fund — Int/Div
Janus Overseas Fund — Int/Div
Metropolitan West Total Return Bond — Int/Div
Morgan Stanley Inst Int'l Equity — Int/Div
Royce Opportunity Investment — None
Schwab Advisor Premium Cash Reserve — Int/Div
Sound Shore — Int/Div
Third Avenue Int'l Value Fund — Int/Div
Thomburg Intemational Value — Int/Div
Thomburg Limited Term Muni — Int/Div
Tumer Large Cap Growth — None
Wal-Mart Stores. Inc — Int/Div — Sold (part)
Westcore Int'l Small Cap — Int/Div
Westcore Mid-Cap Value — Int/Div
Westcore Mideo Growth — Int/Div
William Blair Mid Cap Growth — Int/Div
William Blair Small Cap Growth — None
William Blair Large Cap Growth — Int/Div
Beckman Coulter, Inc — Int/Div — Sold (part)
Beckman Coulter, Inc — Sold
Coca Cola — Int/Div — Donated
Federated Short-Interim Dur Muni — Int/Div — Sold
Janus Perkins Mid cap Value — None — Sold
McDonald's Corp — Int/Div — Sold (part)
McDonald's Corp — Sold (part)
McDonald's Corp — Donated
Schwab Advisor Premium Cash Reserve — Int/Div
Baron Growth (Y)
DFA Emergina Markets Core Equity (Y)
DFA Int'l Value (Y)
DFA One Year Fixed (Y)
Federated Gov Ultrashort Duration (Y)
Hotchkis & Wiley Large Cap Value (Y)
Janus Overseas (Y)
Metropolitan West Total Return (Y)
Morgan Stanley Int'l Equity (Y)
Royce Opportunity Fund (Y)
Schwab Adv Cash Reserve Prem & Cash )
Third Avenue Int'l Value (Y)
Tumer Core Growth (Y)
Tumer Small Cap Equity (Y)
Westcore Mid Cap Opportunity (Y)
Westcore Mideo Growth (Y)
Adams Harkness Small Cap Growth (Y)
Brandywine Fund (Y)
Dodge & Cox Stock (Y)
Morgan Stanley Int'l Equity (Y)
Rental property in Ocean City, NJ — Rent
Director, Kimmel Center for the Performing Arts
Member. Board of Overseers, School of Nursing. University of Pennsylvania
Liability — Cape Savings Bank, — Mortgage on rental property
Reimbursement — ABA Subcommittee on Civic Education — 033072011 03/31/2011 — Washington. D.C — Attend meeting — Train. Hotel & Taxis
Reimbursement — American Bar Association — 05-19-2011 05/22/2011 — Chicago. IL — On panel - Appellate Practice Institute — Train. Hotel Food & Taxis
Reimbursement — Practicing Law Institute — 06/03/2011 06/04/2011 — New York, NY — Teaching CLE — Train, Hotel, Taxis & Food
Reimbursement — National Conference Bankruptcy Jes, — 10/13/2011 10/15/2011 — Tampa. FL — On panel — Aurtare., Hotel & Taxis
AMENDED: Part VIL. Line 38 - William Blair Growth was accidentally omitted from 2011 Federal Disclosure Report. It appeared on the 2010 Federal Disclosure

Report in Section VII, Line 42. It has been included in the amended version.

AMENDED: Part VII, Line 80 - Janus Perkins Mid Cap Value was not completely sold in 2010: it should have been indicated in the 2010 Federal Disclosure

Report Section VII. Line 92 as Sold (Part) - Value Code (J).

Part IIB - Spouse's Non-Investment Income, Lines 1-4: We will not be reporting these items as shown in 2010.

Part VII - Investments and Trusts, Lines 02-37: Judge Rendell combined her two IRA's during 2011. These assets are representative of all assets shown in her two

IRA accounts from 2010.

Part VII - Investments and Trusts. Lines 39-73: These assets were part of Judge Rendell's

account in 2010. During Calendar Year 2011. this account was

split, with these holdings transferring to Judge Rendell,

Part VII - Investments and Trusts. Lines 75-83: These assets represent transactions in Judge Rendell's

account before assets were moved to her.

account. The residual cash balance is represented in line #83.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7459. Public record. Not legal advice.
