# Claire Rita Kelly > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7829 ## Record - **Judge:** Claire Rita Kelly - **Year:** 2018 - **Report type:** Annual - **Pages:** 15 ## Text IRA #2(H) Citibank - Cash Accounts — Interest Met Life - whole life / life insurance — Int/Div Series EE US Savings Bond — None BROKERAGE ACCCOUNT #1 (Hh Citigroup Inc Stock (common) (C) — Int/Div General Electric Stock (common) (GE) — Int/Div AMERICAN FUNDS, AMERICAN FUROPACIFIC GRW F2(AFPFX) — Int/Div AMERICAN FUNDS, AMERICAN GW FD OF AMERICA F2 (GFFFX) — Int/Div AMERICAN FUNDS, AMERICAN WA MUTUAL F2 (WMFFX) — Int/Div MAINSTAY NY TAX FREE OPPORT I(IMNOIX) — Int/Div PGIM (FORMERLY PRUDENTIAL) TOTAL RETURN BD Z (PDBZX) — Int/Div IRA Z(H) MORGAN STANLEY BANK NA (CASH) — Interest ISHARES INCMSCIH JAPAN ETF (EW) — Int/Div — Buy (add'l) ISHARES INCMSCIH JAPAN ETF (EW) — Sold ISHARES MORNINGSTAR MID CP ETF UKG) — Int/Div — Buy WISDOMTREE TR JAPN HEDGE EQ (DX — Int/Div — Buy BARON GROWTH INSTITUTIONAL (BGRIX) — Int/Div — Sold (part) BARON GROWTH INSTITUTIONAL (BGRIX) — Sold (part) BARON GROWTH INSTITUTIONAL (BGRIX) — Buy (add'l) BARON GROWTH INSTITUTIONAL (BGRIX) — Buy (add'l) BLACKROCK INFLAT PROT BOND (BPRIX) — Int/Div — Buy (add'l) BLACKSTONE ALT MULT-STRAT INST (BXMIX) — None — Buy (add'l) BLACKSTONE ALT MULT-STRAT INST (BXMIX) — Sold BRANDYWINE (FORMERLY LEGG MASONYBW ALT CREDIT (LMANX) — Int/Div — Sold CLEARBRIDGE LG CAP GRWTH (SBLYX) — Int/Div — Buy DELAWARE INV SM VAL INST (DEVIX) — Int/Div — Sold (part) DELAWARE INV SM VAL INST (DEVIX) — Sold (part) DELAWARE INV SM VAL INST (DEVIX) — Buy (add'l) DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Buy EV ADV FLOATING RATE (EIFAX) — Int/Div — Buy EV INCOME FUND OF BOSTON (EIBIX) — Int/Div — Sold IVY MID CAP GROWTH HIIYMIX) — None — Sold (part) IVY MID CAP GROWTH HIIYMIX) — Sold (part) IVY MID CAP GROWTH HIIYMIX) — Sold LOCORR MARKET TREND HLOTIX) — None — Sold MAINSTAY CUSHING MLP PREMIER ({CSHZX) — Int/Div — Sold (part) MAINSTAY CUSHING MLP PREMIER ({CSHZX) — Buy (add'l) MAINSTAY CUSHING MLP PREMIER ({CSHZX) — Sold (part) MAINSTAY CUSHING MLP PREMIER ({CSHZX) — Sold (part) MAINSTAY CUSHING MLP PREMIER ({CSHZX) — Sold (part) MAINSTAY CUSHING MLP PREMIER ({CSHZX) — Sold (part) OAKMARK HHOAKMX) — None — Sold (part) OAKMARK HHOAKMX) — Sold OAKMARK FUND ADV (OAYMX) — Int/Div — Buy OAKMARK FUND ADV (OAYMX) — Buy (add'l) OAKMARK FUND ADV (OAYMX) — Buy (add'l) OAKMARK FUND ADV (OAYMX) — Sold (part) OAKMARK FUND ADV (OAYMX) — Buy (add'l) S10. — Buy (add'l) OAKMARK INTERNATL 1H HOAKIX) — None — Buy (add'l) OAKMARK INTERNATL 1H HOAKIX) — Sold (part) OAKMARK INTERNATL 1H HOAKIX) — Buy (add'l) OAKMARK INTERNATL 1H HOAKIX) — Sold OAKMARK INTERNATIONAL ADV HOAYIX) — None — Buy OAKMARK INTERNATIONAL ADV HOAYIX) — Buy (add'l) OAKMARK INTERNATIONAL ADV HOAYIX) — Sold PEAR TREE POLARIS FGN VL (QFVIX) — Int/Div — Buy PIONEER MLTI AST ULT SHT INC Y IMYFRX) — Int/Div — Buy (add'l) PIONEER MLTI AST ULT SHT INC Y IMYFRX) — Buy (add'l) PIONEER MLTI AST ULT SHT INC Y IMYFRX) — Sold POLENGRW INST (POLX) — None — Sold (part) POLENGRW INST (POLX) — Sold (part) POLENGRW INST (POLX) — Sold (part) POLENGRW INST (POLX) — Sold (part) POLENGRW INST (POLX) — Sold PGIM (FORMERLY PRUDENTIAL) SHT TRM CORP BD Z (PIFZX) — Int/Div — Buy (add'l) PGIM (FORMERLY PRUDENTIAL) SHT TRM CORP BD Z (PIFZX) — Sold (part) PGIM (FORMERLY PRUDENTIAL) SHT TRM CORP BD Z (PIFZX) — Sold (part) PGIM (FORMERLY PRUDENTIAL) SHT TRM CORP BD Z (PIFZX) — Buy (add'l) PGIM (FORMERLY PRUDENTIAL) SHT TRM CORP BD Z (PIFZX) — Sold (part) PGIM (FORMERLY PRUDENTIAL) SHT TRM CORP BD Z (PIFZX) — Sold PGIM (FORMERLY PRUDENTIAL) TOTAL RETURN BD Z (PDBZX) — Int/Div — Buy (add'l) PGIM (FORMERLY PRUDENTIAL) TOTAL RETURN BD Z (PDBZX) — Buy (add'l) PGIM (FORMERLY PRUDENTIAL) TOTAL RETURN BD Z (PDBZX) — Sold (part) THORNBURG INTL GRWTH HITINGX) — Int/Div — Buy THORNBURG INTL GRWTH HITINGX) — Buy (add'l) TOUCHSTONE MID CAP VALUE Y {TCVYX) — Int/Div — Sold (part) TOUCHSTONE MID CAP VALUE Y {TCVYX) — Sold VAN ECK EMERGING MARKETS Y (EMRYX) — None — Sold (part) VAN ECK EMERGING MARKETS Y (EMRYX) — Buy (add'l) VAN ECK EMERGING MARKETS Y (EMRYX) — Sold WESTERN ASSET CORE PLUS BD (WACPX) — Int/Div — Buy MORGAN STANLEY BANK NA (CASH) {Y) ISHARES INCMSCI JAPAN ETF (EW)) — None — Buy (add'l) ISHARES INCMSCI JAPAN ETF (EW)) — Sold ISHARES MORNINGSTAR MID CP ETF JKG) — Int/Div — Buy WISDOMTREE TR JAPN HEDGE EQ (DX — Int/Div — Buy BARON GROWTH INSTITUTIONAL (BGRIX) — Int/Div — Sold (part) BARON GROWTH INSTITUTIONAL (BGRIX) — Sold (part) BARON GROWTH INSTITUTIONAL (BGRIX) — Buy (add'l) BARON GROWTH INSTITUTIONAL (BGRIX) — Buy (add'l) BLACKROCK INFLAT PROT BOND (BPRIX) — Int/Div — Buy (add'l) BLACKSTONE ALT MULT-STRAT INST (BXMIX) — None — Sold BRANDYWINE (FORMERLY LEGG MASONIYBW ALT CREDIT (LMANX) — Int/Div — Sold CLEARBRIDGE LARGE CAP GRWTH (SBLYX) — Int/Div — Buy DELAWARE INV SM VAL INST (DEVIX) — Int/Div — Sold (part) DELAWARE INV SM VAL INST (DEVIX) — Sold (part) DELAWARE INV SM VAL INST (DEVIX) — Buy (add'l) DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Buy EV ADV FLOATING RATE IH (EIFAX) — Int/Div — Buy EV INCOME FUND OF BOSTON (EIBIX) — Int/Div — Sold IVY MID CAP GROWTH HIYMIX) — None — Sold (part) IVY MID CAP GROWTH HIYMIX) — Sold (part) IVY MID CAP GROWTH HIYMIX) — Sold LOCORR MARKET TREND 1{LOTIX) — None — Sold MAINSTAY CUSHING MLP PREMIER {CSHZX) — Int/Div — Buy (add'l) MAINSTAY CUSHING MLP PREMIER {CSHZX) — Sold (part) OAKMARK HHOAKMX) — None — Sold (part) OAKMARK HHOAKMX) — Sold OAKMARK FUND ADV (OAYMX) — Int/Div — Buy OAKMARK FUND ADV (OAYMX) — Buy (add'l) OAKMARK FUND ADV (OAYMX) — Buy (add'l) OAKMARK FUND ADV (OAYMX) — Buy (add'l) OAKMARK INTERNATL 1 HOAKIX) — None — Buy (add'l) OAKMARK INTERNATL 1 HOAKIX) — Sold OAKMARK INTERNATIONAL ADVISOR (OAYIX) — None — Buy OAKMARK INTERNATIONAL ADVISOR (OAYIX) — Buy (add'l) OAKMARK INTERNATIONAL ADVISOR (OAYIX) — Sold PEAR TREE POLARIS FGN VL I (QFVIX) — Int/Div — Buy PIONEER MLTI AST ULT SHT INC Y IMYFRX) — Int/Div — Buy (add'l) PIONEER MLTI AST ULT SHT INC Y IMYFRX) — Sold POLEN GRW INST (POUX) — None — Sold (part) POLEN GRW INST (POUX) — Sold (part) POLEN GRW INST (POUX) — Sold PGIM (FORMERLY PRUDENTIAL) SHT TRM CORP BD Z(PIFZX) — Int/Div — Buy (add'l) PGIM (FORMERLY PRUDENTIAL) SHT TRM CORP BD Z(PIFZX) — Sold PGIM (FORMERLY PRUDENTIAL) TOTAL RETURN BD Z (PDBZX) — Int/Div — Buy (add'l) PGIM (FORMERLY PRUDENTIAL) TOTAL RETURN BD Z (PDBZX) — Buy (add'l) THORNBURG INTL GROWTH 1H (TINGX) — Int/Div — Buy THORNBURG INTL GROWTH 1H (TINGX) — Buy (add'l) TOUCHSTONE MID CAP VALUE Y (TCVYX) — Int/Div — Sold (part) TOUCHSTONE MID CAP VALUE Y (TCVYX) — Sold VAN ECK EMERGING MARKETS Y (EMRYX) — None — Sold (part) VAN ECK EMERGING MARKETS Y (EMRYX) — Buy (add'l) VAN ECK EMERGING MARKETS Y (EMRYX) — Sold WESTERN ASSET CORE PLUS BD (WACPX) — Int/Div — Buy IRA #3 (H) Fidelity Blue Chip GR (FBGRX) — Int/Div Fidelity Blue Chip Value (FBCVX) — Int/Div Fidelity Diversified International Fund (FDIVX) — Int/Div Fidelity Global Comdty Stock (FFGCX) — Int/Div Fidelity Int'l Real Estate (FIREX) — Int/Div Fidelity Mid Cap ENH Index (FMEIX) — Int/Div Fidelity SM Cap ENH Index (FCPEX) — Int/Div Fidelity Total Emerging Markets (F1TEMX) — Int/Div Fidelity GLB High Income (FGHNX) — Int/Div Fidelity NEW Mkts. Inc. (FNMIX) — Int/Div Fidelity Strategic Income (FADMX) — Int/Div — Sold Fidelity Strategic Income (FADMX) — Buy Fidelity Total Bond (FTBFX) — Int/Div IRA 24 (H) TIAA Traditional — Int/Div — Sold (part) IRA 25 (H) MORGAN STANLEY BANK NA (cash) n'a — Open CLEARBRIDGE LARGE CAP GROWTH (SBLYX) — Int/Div — Buy OAKMARK FUND ADVISOR (OAYMX) — Int/Div — Buy OAKMARK INTERNATIONAL ADVISOR (OAYIX) — Int/Div — Buy OAKMARK INTERNATIONAL ADVISOR (OAYIX) — Sold PGIM SHORT TERM CORP BOND Z (PIFZX) — Int/Div — Buy PGIM SHORT TERM CORP BOND Z (PIFZX) — Sold PGIM TOTAL RETURN BOND Z {PDBZX) — Int/Div — Buy POLEN GROWTH INST (POLIX)(Y) — Buy WESTERN ASSET CORE PLUS BD (WACPX) — Int/Div — Buy CUSTODIAL ACCOUNT #1 (H) General Electric Stock (common) (GE) — Int/Div COLLEGE FUND #1 (H) NY 529 College Svgs Prog, Mod. Age: Based Option: Discp Growth Portf, — None Board Member and Adjunct Faculty Member, Brooklyn Law School Reimbursement — Case Western Reserve — Oct 25-27. 2018 — Cleveland, OH — Frade Policy Conference — Travel, lodging Spouse's income — 2018 — Hewlett-Woodmere Umon Free School District - Salary Part VIL, lines 156 and 164: Following reportable transactions, these items became unreportable without corresponding reportable transactions. Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per page 42 of the filing instructions. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7829. Public record. Not legal advice.