# Mark A. Moreno > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7576 ## Record - **Judge:** Mark A. Moreno - **Year:** 2014 - **Report type:** Annual - **Pages:** 11 ## Text Common Stock - Moreno, Lee & Bachand P.C. — None Prof Shar Plan& Trust-Moreno, Lee & Bachand, P.C. — Int/Div SD Retirement System (SDRS) (State of SD — Interest Thnft Sav. Acct. (Amer. Funds Investment Co. of Amer.) — Int/Div SD Retirement System (SDRS) (State of SD) — Interest SD Retirement System Supp. Retirement Plan (State of SD) — Interest Common Stock (Amern Strategic Inc. Port nm — Int/Div Mutual Fund Stock (Amer. Funds Fundamental Investors) — Int/Div Mutual Fund Stock (Amer. Funds Growth Fund of Amenica) — Int/Div Mutual Fund Stock (Amer. Funds Investment Co. of Amer.) — Int/Div — Sold Mutual Fund Stock (Amer. Funds Fundamental Investors) — Int/Div — Sold (part) Mutual Fund Stock (Vanguard 500) Index) — Int/Div Retirement Plan (Catholic Health Initiatives (CHIN — Interest IRA (500 Index Fund - Vanguard Group) — Int/Div IRA {500 Index Fund - Vanguard Group) — Int/Div Mutual Fund Stock (Vanguard 500 Index) — Int/Div Money Market Accounts (Ameriprise) — Int/Div Money Market Accounts (Ameriprise) — Int/Div IRA (Columbia Seligman Communications Fund - Ameriprise) — Int/Div Mutual Fund Stock (Amer. Funds Growth Fund of America) — Int/Div Roth IRA (Oakmark Equity & Income Fund « Ameriprise) — Int/Div Mutual Fund Stock (Oakmark Equity & Income) — Int/Div Roth IRA (Oakmark Equity & Inc. Fund Ameriprise) — Int/Div Mutual Fund Stock (Managers Pimco Bond) — Int/Div Mutual Fund Stock (T. Rowe Price Mid Cap. Value) — Int/Div — Buy (add'l) Mutual Fund Stock (T. Rowe Price Mid Cap. Value) — Int/Div Mutual Fund Stock (Dodge & Cox Stock) — Int/Div Mutual Fund Stock (Dodge & Cox Balanced) — Int/Div Mutual Fund Stock (Dodge & Cox Income) — Int/Div Roth IRA (Stock Fund - Dodge & Cox) — Int/Div Roth IRA (Balanced Fund - Dodge & Cox) — Int/Div Roth IRA (Stock Fund - Dodge & Cox) — Int/Div Roth IRA (Balanced Fund - Dodge & Cox) — Int/Div Roth IRA (Columbia Seligman Communications Fund-Ameriprise) — Int/Div General Electric Stock — Int/Div IBM Stock — Int/Div Mutual Fund Stock (Oakmark Global) — Int/Div Mutual Fund Stock (T Rowe Price Cap Apprec.) — Int/Div — Buy (add'l) Mutual Fund Stock (Selected American) — Int/Div Mutual Fund Stock (T Rowe Price Media & Telecom) — Int/Div — Buy (add'l) Mutual Fund Stock (T Rowe Price Spectrum Growth) — Int/Div Mutual Fund Stock (Amer. Funds Cap, Wid Gr & Inc.) — Int/Div Roth IRA (Harbor Bond Fund - Ameriprise) — Int/Div Roth IRA (Oakmark Global Fund Ameriprise) — Int/Div Roth IRA (T Rowe Price Cap Apprec Fund - Ameriprise) — Int/Div Roth IRA (Harbor Bond Fund - Ameriprise) — Int/Div Roth IRA (T Rowe Price Cap Apprec Fund - Ameriprise) — Int/Div Mutual Fund Stock (Oakmark Global) — Int/Div Mutual Fund Stock (T Rowe Price Cap Apprec) — Int/Div Mutual Fund Stock (Selected American) — Int/Div — Sold Mutual Fund Stock (T Rowe Price Spectrum Growth) — Int/Div Pepsico Stock — Int/Div Mutual Fund Stock (Dodge & Cox Intl Stock) — Int/Div Mutual Fund Stock (UMB Scout International) — Int/Div — Sold Mutual Fund Stock {Oakmark Equity & Income) — Int/Div — Sold (part) Mutual Fund Stock (Permanent Portfolio) — Int/Div — Sold IRA (Permanent Portfolio Fund Ameriprise) — Int/Div — Sold IRA (Permanent Portfolio Fund Ameriprise) — Int/Div — Sold Mutual Fund Stock (Vanguard Wellington) — Int/Div Mutual Fund Stock (TCW) — Int/Div Mutual Fund Stock (Fidelity Govt. Inc.) — Int/Div Mutual Fund Stock (Vanguard Intermediate- Term Treas.) — Int/Div Mutual Fund Stock (Harbor Bond) — Int/Div Mutual Fund Stock (Harbor Bond) — Int/Div — Sold (part) Mutual Fund Stock (FPA Crescent) — Int/Div Mutual Fund Stock {Columbia Seligman Communications) — Int/Div Mutual Fund Stock (Vanguard Wellesley Inc.) — Int/Div Mutual Fund Stock (Vanguard Dividend Growth) — Int/Div Mutual Fund Stock (Vanguard GNMA) — Int/Div Mutual Fund Stock (FPA Crescent) — Int/Div Roth IRA (Harbor Bond Fund - Ameriprise) — Int/Div Roth IRA (Harbor Bond Fund - Ameriprise) — Int/Div Common Stock (ALPS Corp.) — None Mutual Fund Stock (Vanguard GNMA) — Int/Div Modem Woodman (Adjustable Life Insurance) — Interest Mutual Fund Stock (AMG Yacktman) — Int/Div Mutual Fund Stock (Amer. Funds New Perspective) — Int/Div Mutual Fund Stock (Columbia Seligman Communications) — Int/Div CHI Retirement Sav.(403(b)) Plan (Fidelity Contrafund-Fidelity) — Int/Div CHI Retirem't Sav(403(b))Plan( AmFunds FuroPacific Grth-Fidelity) — Int/Div CHI Retirem't Sav(403(b))Plan( Vanguard Ext. Mkt, Idx - Fidelity) — Int/Div CHI Retirem't Sav(403(b))Plan(Pimco Total Retarn - Fidelity) — Int/Div Roth IRA (Vanguard Wellesley) — Int/Div Roth IRA (Vanguard Wellesley) — Int/Div Mutual Fund Stock (T. Rowe Price Health Sciences) — Int/Div — Buy (add'l) Avera Retirem't Sav (403(b)) Plan (FID Freedom 2025 Fidelity) — Int/Div — Buy (add'l) Ecliptic LLC — Distribution Cash Balance Retirement Plan (Avera) — None Mutual Fund Stock (T. Rowe Price Capital Apprec.) — Int/Div — Buy Mutual Fund Stock (T. Rowe Price New Horizons) — Int/Div — Buy Mutual Fund Stock (T. Rowe Price Health Sciences) — Int/Div — Buy Mutual Fund Stock (Berwyn Income) — Int/Div — Buy Mutual Fund Stock (Berwyn Income) — Int/Div — Buy IRA (T. Rowe Price Capital Apprec Ameriprise) — Int/Div — Buy IRA (T. Rowe Price Capital Apprec Ameriprise) — Int/Div — Buy IRA (Berwyn Income - Ameriprise) — Int/Div — Buy IRA (Berwyn Income - Ameriprise) — Int/Div — Buy Sharcholder and President, Moreno, Lee & Bachand, P.C Dwector and Presadent, Neltom Addon Civic & Recreational Association Member, Echiptic LLC Income — 2014 — Moreno, Lee & Bachand, P.C — $110,228.00 Income — 2014 — Soccer Offical — S990. Spouse's income — 2014 — Avera St. Mary's « Nurse Part |, page 1, line 1, Part 111, page 2, subpart A, line 1, Part VII, page 4, lines 1, 2 - The name of my law firm changed to Moreno, Lee & Bachand, P.C. Part 111, page 2, subpart B, line | - St. Mary's Healthcare Center was sold to Avera and is now called Avera St. Mary's, Part VIL, page 4, line | - The common stock referred to is stock 1 own in my law firm. Although 1 did not receive any income from the stock itself during the reporting period, | did earn income from my law practice with the firm during this period. See Part 111, page 2, subpart A, line 1. Part VII, page 9, line 86 « This retirement savings plan was contributed to, each pay period, during the reporting period, Part VIL, page 9, line 88 -- This retirement plan is completely employer funded and managed and is one my spouse became eligible to participate in as a result of Avera's purchase of St. Mary's Healthcare Center from Catholic Health Initiatives (CHI) (mentioned im the second note above). --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7576. Public record. Not legal advice.