# Maureen P. Kelly

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7822

## Record

- **Judge:** Maureen P. Kelly
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 9

## Text

Schwab retirement inherited IRA — Distribution
Cash & Cash Equivalents — None
Large Domestic Equity Berk Hathaway class B — None
Large Domestic Equity Longleaf Partners Fund — None
Large Domestic Equity Wintergreen Fund — None
PNC Savings Account — Interest
PNC Savings Account — Interest
BCCZ 301k Retirement Plan (no control)
Schwab Brokerage Account
Large US Equity Berk Hath new Class B — None
Large US Equity Third Ave Value — Int — Sold (part)
Large US Equity Longleaf Partners — Int/Div — Sold (part)
Large US Equity Dodge & Cox Stock Fund — Int/Div — Sold (part)
Large US Equity Yacktman Focuused — Int./y — Sold (part)
Large US Equity Touchstone Sands Capital — Ine — Sold (part)
Large US Equity Fairholme Fund — Int/Div — Sold (part)
Large US Equity American Express Co — None
Large US Equity Harbor Cap Appreciation Fund — Int/Div — Sold (part)
Large US Equity Chase Investment Counsel{X) — Int/Div — Sold (part)
Large US Equity Jensen Quality Fund — Int/Div — Sold (part)
Large US Equity Sequoia Fund — Int/Div — Sold (part)
Large US Equity Beck Mack & oliver Partners Fund — Int/Div — Sold (part)
Large US Equity PNC Finl Services — None
Small US Equity FPA Capital Fund — Int/Div — Sold (part)
Small US Equity Akre Fd Inst — Int/Div — Sold (part)
Small US Equity Longleaf Partners — Int/Div — Sold (part)
Small US Equity Martin Focused Value — None — Buy
Small US Equity Wintergreen Fund — None
Small US Equity Evermore Global Value — None
Intemational Equity Oakmark Global Select Fund — Int/Div — Sold (part)
Intemational Equity Tweedy Browne Global Value Fund — Int/Div — Sold (part)
Intemational Equity Harbor Int Fund — None
Intemational Equity First Eagle Overseas Fund — Int/Div — Sold (part)
Intemational Equity Longleaf Partners Intl Fund — Int/Div — Sold (part)
Intemational Equity Thomburg Develop world fd — None — Buy
Real Estate Securities-Third Ave RE Value fund — Int/Div — Sold (part)
Altemative Securities AOR Diversified — None
Altemative Securities Litman Gregory Masters — Int/Div — Sold (part)
Altemative Securities Calamos market Neutral — None — Buy
Altemative Securities Greenspring Fund — hy — Sold
Fixed Income Long Intermediate Loomis Savles Bond — Int/Div — Sold (part)
Fixed Income Long Intermediate Third Ave Focused Credit — Int — Sold (part)
Fixed Income Long Intermediate PIMCO Unconstrained — Int/Div — Sold
Fixed Income Long Intermediate Thomburg Stastegic Muni Income — Int/Div — Sold (part)
Cash & Cash bguivalents (Schwab various Accounts) — None
American Funds Invest acct Capital Income Builder (Y)
American Funds Invest acct Capital Income Builder (Y)
S10.
Board Member, Seton LaSalle High School
Spouse's income — 2014 — Architect, S-Corp, Hayes Design Group-Architects, Inc - W2 and K (Employee & 100% Shareholder)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7822. Public record. Not legal advice.