Kathleen McDonald O'Malley

2013Annual

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Pull out the substance of this filing.

What was filed

  • 107

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 9

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Dean's Advisory Committee, Case Western Reserve Law School
  • John M. Manos Inn of Court
  • Edward Coke Appellate Inn of Court
  • Judicial Advisory Council, Sedona Conference
  • Counselor, Giles S. Rich American Inn of Court
  • Society of Benchers, Case Western Reserve Law School
  • Connor Inn of Court
  • New York Intellectual : Property Lawyers Association
  • Harvard Law School
  • Atlanta Bar Association
  • HamsMartin
  • Federal Circuit Bar Association
  • University of Toronto
  • Amencan Conference lustitute
  • New York Intellectual Property Lawyers Association

As filed

Citibank — Interest

Castle Harlan Affiliates IV-A. LLP — Interest — Sold (part)

Castle Harlan Partners V, LLP — Interest — Sold (part)

CHP V Affiliates AIV, LP — None — Sold (part)

Mid-Atlantic Fund of Funds II. LP — Interest

The Dinner Club I. LLC — None

AE! Alien Series B Inv 11, LLC — None

Covington Pension Plan Cash

Balance Account — Int/Div

Covington & Burling Partnership LLP — Interest

Charles Schwab 401k — Int/Div

Dodge & Cox Stock — None — Buy (add'l)

American Beacon Small Cap Val Inst — None — Buy (add'l)

Lazard Emerging Market Equity Inst — None — Buy (add'l)

Pimco Total Return Inst — None — Buy (add'l)

Schwab Stable Value Inst 11 — None — Buy (add'l)

JP Morgan Large Cap Growth RS — None — Buy (add'l)

Morgan Stanley Inst Mid Cap Growth — None — Buy (add'l)

Thomburg Int'l Equity Fund — None — Buy (add'l)

Schwab Brokerage Account #1

Steelpath MLP Select 40 — Int/Div — Buy (add'l)

DFA Emergmg Mkt Value — Int/Div

Dodge & Cox Int'l Stock Fund — Int/Div — Sold (part)

Pimco Emerg Local Bond — Int/Div — Buy (add'l)

Wells Fargo Adv Int'l — Int/Div — Buy (add'l)

JPMorgan HiYield Select — Int/Div — Buy (add'l)

Pimco Comm Real Return — Int/Div — Sold

American Fund Europacific — Int/Div — Sold (part)

Pimco Foreign Bond Fund — Int/Div — Buy (add'l)

Vang St Exempt Fund — Interest — Sold (part)

Vang Interterm Exempt — Interest — Sold (part)

Vang Interterm Exempt — Sold

Vang Inflation Protected — Int/Div — Sold (part)

Cohen & Steers Realty — Int/Div — Buy (add'l)

shares Trust S&P S00 — Int/Div — Sold (part)

Vang Small Cap — Int/Div — Sold (part)

Barklevs iPath ETN (X) — Int/Div — Buy

Baird Inter Muni (X) — Interest — Buy

Cash Brokerage Account #1 (X) — Interest

Schwab Brokerage Account #2

Steelpath MLP Select 40 — Int/Div — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

Steelpath MLP Select 40 — Buy (add'l)

DFA Emerging Mkt Value — Int/Div — Buy (add'l)

DFA Emerging Mkt Value — Buy (add'l)

Dodge & Cox Int'l Stock Fund — Int/Div — Sold (part)

Dodge & Cox Int'l Stock Fund — Buy (add'l)

Dodge & Cox Int'l Stock Fund — Buy (add'l)

Pimco Emerg Local Bond — Int/Div — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Pimco Emerg Local Bond — Buy (add'l)

Wells Fargo Ady Int'l — Int/Div — Buy (add'l)

Wells Fargo Ady Int'l — Buy (add'l)

Wells Fargo Ady Int'l — Buy (add'l)

JPMorgan HiYield Select — Int/Div — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

JPMorgan HiYield Select — Buy (add'l)

Pimco Comm Real Retum — Int/Div — Buy (add'l)

Pimco Comm Real Retum — Buy (add'l)

Pimco Comm Real Retum — Sold

American Fund Europacific — Int/Div — Sold (part)

American Fund Europacific — Buy (add'l)

American Fund Europacific — Buy (add'l)

Pimco Foreign Bond Fund — Int/Div — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Pimco Foreign Bond Fund — Buy (add'l)

Vang St Exempt Fund — Int/Div — Sold (part)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Buy (add'l)

Vang St Exempt Fund — Sold (part)

Vang Interterm Exempt — Int/Div — Sold (part)

Vang Interterm Exempt — Buy (add'l)

Vang Interterm Exempt — Sold

Vang Inflation Protected — Int/Div — Sold (part)

Vang Inflation Protected — Buy (add'l)

Cohen & Steers Realty — Int/Div — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

Cohen & Steers Realty — Buy (add'l)

shares Trust S&P S00 — Int/Div — Sold (part)

shares Trust S&P S00 — Buy (add'l)

shares Trust S&P S00 — Buy (add'l)

Vang Small Cap — Int/Div — Sold (part)

Vang Small Cap — Buy (add'l)

Vang Small Cap — Buy (add'l)

Baird Inter Mum (X) — Int/Div — Buy

Baird Inter Mum (X) — Buy (add'l)

Barclay's iPath ETN (X) — None — Buy

Vang Ltd Term (X) — Interest — Buy

Vang Ltd Term (X) — Sold

Cash Brokerage Account #2 (X) — Interest

Schwab IRA #1 — Int/Div

JPMorgan High Yield Fund — None — Buy (add'l)

Steelpath MLP Select 40 — None — Buy (add'l)

Pimco Emergmg Local Bond Fund — None — Buy (add'l)

Wells Fargo Advtg Int'l Fund — None — Buy (add'l)

Baird Aggregate Bond Inst Fund — None — Sold (part)

DFA Emerging Mkt Value Portfolio — None

Pimco Comm Real Estate Return — None — Buy (add'l)

Dodge & Cox Int'l Stock Fund — None — Sold (part)

American Fund Europacific Growth — None — Sold (part)

Pimco Foreign Bond Fund — None — Buy (add'l)

Pimco Total Return Fund — None — Sold (part)

Cohen & Steers Realty Shares — None — Buy (add'l)

Vangaurd Inflation Protected Securities — None — Sold (part)

Ishares Trust S&P S00 Index — None — Sold (part)

Vanguard Small Cap Fund — None — Sold (part)

Schwab Cash Reserves — None

Member, Dean's Advisory Committee, Case Western Reserve Law School

Master Bencher, John M. Manos Inn of Court

Master Bencher, President, Edward Coke Appellate Inn of Court

Member, Judicial Advisory Council, Sedona Conference

Member, Counselor, Giles S. Rich American Inn of Court

Member, Society of Benchers, Case Western Reserve Law School

Reimbursement — Connor Inn of Court — OIIS1301016/13 — New York, NY — Annual Dinner — Tran fare, lodging, and meals

Reimbursement — New York Intellectual : Property Lawyers Association — 03/21/13.032213 — New York, NY — Amnual Dinner — Tram fare, lodging, and meals

Reimbursement — Harvard Law School — O4/11/13-04/12/13 — Boston, MA — Speakers Series — Airfare, lodging, and meals

Reimbursement — Atlanta Bar Association — 4/26/13-04/27/13 — Atlanta, GA — Atalanta Bar Springposium — Airfare, lodging, and meals

Reimbursement — HamsMartin — 05/28/13-05/29/13 — Chicago, IL — Complex Case Litigation Conference — Aarfare, lodgmg, and meals

Reimbursement — Federal Circuit Bar Association — 1016013102313 — Seoul, South Korea — Interacting with Korean Patent Judge counterparts — Aartare, lodging, and meals

Reimbursement — University of Toronto — 12113-12213 — Toronto, Ontario, Canada — Patent Colliquium — Airfare, lodging, and meals

Reimbursement — Amencan Conference lustitute — 1208/13-12/100/13 — New York, NY — Annual Meeting — Tram fare, lodgmg, and meals

Reimbursement — New York Intellectual Property Lawyers Association — 1216013-12/17/13 — New York, NY — Luncheon Speaker Series — Train fare, lodging, and meals

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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