# James G Welsh

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8062

## Record

- **Judge:** James G Welsh
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 15

## Text

same) — Buy
same) — Sold
PARRX — Sold
same) — Sold
Laytonsville Nursury Corp. (see part VIII, note Vii. 1) — None
P. Stadler & Sonns, Co. (see part VIII, note viz — None
Livia Properties II, LC (see part VIII note vViLY) — Rent
Community Bank — Interest
Fidelity {core cash account) — Interest — Sold (part) — account transter
AXP Amuity — Interest
Lutheran Brotherhood Life Ins. #1 — Int/Div
Lutheran Brothemood Life Ins #2 — Int/Div
Fidelity Advisors Int'l Discovery CL (FIADX) — Int/Div — Buy
Fidelity Diversified. Int'l (FDIVX) — Int/Div — Buy
Fidelity RE Invest (FRESX) — Int/Div — Buy
same) — Sold (part)
Fidelity Growth Co (FDGRX) — Int/Div — Sold (part)
Fidelity Value (FDVLX) — Int/Div — Sold (part)
same) — Sold (part)
Aston T Small Cap (ATASX) — None — Buy
Acadian Emerg. Markets (AEMGX) — Int/Div — Buy
Wm Blair Int'l Growth (WBIGX) — None — Sold
same) — Buy
Causeway Intl Value Investor (CIVVX — Int/Div — Buy
Credit Suisse (CRSOX) — None — Buy
EV Parametric (EAEMX) — Int/Div — Buy
Harbor Int'l Admin (HRIX) — Int/Div — Buy
Oakmark (OAKMX) — Int/Div — Buy
IP Morgan US Equity (JUESX) — Int/Div — Buy
same) — Sold (part)
MRS Research Intl (MRSAX) — Int/Div — Buy
Morgan Stanley Glob. RE (MRLBX) — Int/Div — Buy
Northern Small Cap Value (NOSGX) — Int/Div — Buy
Pru Jennison Mid Cap (PEEAX) — Int/Div — Buy
RS Small Cap Growth (RSEGX) — None — Buy
CRM Mid Cap (CRMMX) — Int/Div — Buy
Fidelith Muni Income (FHIGX) — Int/Div — Buy
DWS Managed Muni Bond (SCMBX) — Int/Div — Buy
MFS Va Muni Bond (MSVAX) — Int/Div
Nuveen Va Muni Bond (FVATX) — Int/Div — Buy
Oppenhemmer Intl Bond Fund (OIBYX) — Int/Div — Buy
T Rowe Peice High Yield Adv (PAHIX) — Int/Div
T Rowe Price Tax Free Short Intl (PRFSX) — Int/Div
MO — Int/Div
CSX — Int/Div
CSX — Int/Div — Sold (part)
shares TR Russell 1000 Value (IWD) — Int/Div — Buy
Ishares TR Tussell 1000 Growth Index (IWF) — Int/Div — Buy
Ishares TR Tussell 1000 Growth Index (IWF) — None — from line 46)
MAR — Int/Div
PEP — Int/Div
PM — Int/Div
SPDR S&P S00 ETF Trust (SPY) — Int/Div — Buy
MMM — Int/Div
MMM — Int/Div — Sold (part)
Fidelity Intl Cap Apprec (FIVFX — Int/Div — Sold
Fidelity Advisor New Insights (FINSX) — None — Buy
same) — Sold
Fidelity Dividend Growth (FDGFX) — Int/Div — Buy (add'l)
same) — Buy (add'l)
same) — Sold
Fidelity Small Cap Value (FCPVX) — None — Sold
Artisan Intl Value (ARTIX) — None — Sold
Dodge & Cox (DODGX) — Int/Div — Buy
same) — Sold
Fidelity High Income (SPHIX) — Int/Div — Sold
Fidelity Inflation Protection — Int/Div — Buy
same) — Sold
Oakmark Intl {OAKIX) — None — Sold
Ishares TR Russell midcap index (IWR) — Int/Div — Sold
Ishares TR Russell midcap index (IWR) — Int/Div — Sold
Lazard Emerging Mkts (LZEOX) — None — Sold
MFS Intl Diversifidcawtion (MDIMX) — None — Sold
MFS Intl Diversifidcawtion (MDIMX) — Int/Div — Sold
Manning & Napier World Opp. — Int/Div — Sold
Morgan Stanley Mid Cap (MPEGX) — None — Buy
Fidelity Money Market (FTEXX) — Interest
Fimm mmkt Port (FNSXX) — Int/Div
Fidelity Intl Cap Appreciaztion (FIVFX) — None — Sold
Fidelity Advisor New Insights (FINSX) — None — Buy
same) — Sold
Thomberg Intl Value (TGVAX) — Int/Div — Buy
same) — Sold
Strategic Adevisors Core (FCSAX) — Int/Div — Sold (part)
same) — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
Strategic Advisors Growth Fund (FSGFX) — Int/Div — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
Straegic Advisors Value (FVSAX — Int/Div — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
Strategic Advisors Emerg Mkts (FSAMX) — Int/Div — Buy (add'l)
same) — Sold (part)
Strategic Advisors US Opportunity (FUSOX) — Int/Div — Sold (part)
same) — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
Strategic Advisors Sml-Mid Cap (FSCFX) — Int/Div — Sold (part)
same) — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
Strategic Advisors Int'l (FILFX) — Int/Div — Sold (part)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
Fidelity Advisors Select Gold (FSAGX) — None — Sold (part)
same) — Buy (add'l)
Merger Fund (MERFX) — None — Buy (add'l)
same) — Sold (part)
Fidelity Cap & Income (FAGIX) — Int/Div — Sold (part)
same) — Sold (part)
same) — Sold (part)
Fidelity Short Term Bond (FSHBX) — Int/Div — Sold (part)
same) — Sold (part)
same) — Buy (add'l)
same) — Sold (part)
Fidelity GMNA (FGMNX) — Int/Div — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
Fidelity Total Bond (FTBFX) — Int/Div — Sold (part)
same) — Sold (part)
Strategic Advisors Income Oppty (FPIOX) — Int/Div — Buy (add'l)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
same) — Buy (add'l)
Strategic Advisors Core Income (FPCIX) — Int/Div — Buy (add'l)
same) — Buy (add'l)
same) — Buy (add'l)
same) — Sold (part)
same) — Buy (add'l)
same) — Sold (part)
same) — Buy (add'l)
Pimco Total Return (PTRAX) — Int/Div — Buy (add'l)
same) — Sold (part)
same) — Sold (part)
same) — Sold (part)
same) — Buy (add'l)
Pimco Short Term Admin (PSFAX) — Int/Div — Sold (part)
same) — Sold (part)
same) — Sold (part)
Pimco Comm. Real Return (PCRRX) — Int/Div — Sold (part)
Tenpleton Global Bond (TPINX) — Int/Div — Sold (part)
Fidelity Cash Reserves (FDRXX) — Int/Div
Fimm Mrkt Port (FNSXX) — Int/Div — Sold (part)
same) — Distribution — Sold (part)
Fidelity Investment Grade (FBNDX) — Int/Div — Sold
T Towe Price Hugh Yield Advisor (PAHIX NH — Int/Div — Sold
RSEGX — Sold
same) — Buy
same) — Sold
same) — Sold
AEGFX — Sold
EAEMX «-- see line 22
EATVX — Sold
PAIBX — Sold
PATAX — Interest — Sold
same) — Buy
same) — Sold
PHYAX — Sold (part)
same) — Sold
PRVAX — Sold
Scorctary, sharcholder, Virgiia Registered Agent (see part VIL note 1.1), P. Stadler & Sons Company
Custodial accout for minor (see part VIII, note 1.3), Strong-Wells Fargo Fund
Agreement — 2004 — Livia Properties 11, LC operating agreement (see part VIII, note 11.1)
Liability — Home Town Bank — rental property loan
Liability — Community Bank — rental property -related loans
Liability — Community Bank — personal loan (credit hing)
Reimbursement — Lard Mrmr a dict uh a marae inlii {gua J Judicial Review & Inquiry Commission — T= SN
Reimbursement — U.S. Courts — misc — misc — court-related — cell phone, travel, lodging and milage reimbuarsement
1.1 A closely held business operated in DC metro area. Pursuant to long-standing agreement, the holders of voting shares (of which the undersigned is one), the

redemption value of each voting share has been conclusively established at a set dollar amount.

1.2 This is a closely held warchluse and industrial facility located in the Staunton, Virginia areca. The undersigned is not involved in the management or operation

of the site and owns a passive minority interest.

1.3 This is a small custodial account maintained for [NN

111 See note 1.2

VIL Laytonsville Nursery Corp. 1s a closely held private company. Its sole asset is a parcel of real estate situate in Montgomery County, MD and leased mn

part to P. Stadler & Sons Co. Without any discount either for the undersigned’s minority interest or the limitations on transferability, the undersigned's minority

interest has been valued based on the current assessed value of the real estate.

VI1.2 See note LI

VIL.3 See note 1.2. Valuation is based on the 2010 assessed value of the real estate and improvements.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8062. Public record. Not legal advice.
