# Denise Jefferson Casper

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/8447

## Record

- **Judge:** Denise Jefferson Casper
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

Bank of America Accounts — Interest
Ally Bank Accounts — Interest
Thermo Fisher Scientific Common Stock (TMO). See Notes, — Int/Div — Sold (part)
Thermo Fisher Scientific Common Stock (TMO). See Notes, — Sold (part)
Thermo Fisher Scientific Common Stock (TMO). See Notes, — Sold (part)
Thermo Fisher Scientific Common Stock (TMO). See Notes, — Sold (part)
Thermo Fisher Scientific Stock Options, See Notes. — None — Sold (part)
Thermo Fisher Scientific Stock Options, See Notes. — Sold (part)
Thermo Fisher Scientific Stock Options, See Notes. — Sold (part)
Water Street Healthcare Partners limited partmership — Distribution
Water Street Healthcare Partners 11 limited partnership — Distribution
TPG FOF VI-QP, LP — Distribution
TPG FOF V-QP-AIV — Distribution
Special Opportunities Fund [11 limited partnership — Distribution
Special Opportunities Fund IV limited partnership — istrnibution
Charlesbank Equity Coinvestment Fund VII, Lp — Distribution
Trust (H)
Schwab Gov't Money Fund (SWGXX) — Int/Div
shares MSCIACWI ETF IV (ACW — Int/Div
US Savings Bonds — Interest
IRA #1 (H)
United St Commodity ETF Index Fund uscn — None
Schwab Gov't Money Fund (SWGXX) — None
Doubleline Core Fixed Income Fund (DBLFX) — None
Charles Schwab Money Market Accounts (SWGXX) — Int/Div
shares MSCIACWI ETF IV (ACW) — Int/Div — Buy
shares MSCIACWI ETF IV (ACW) — Buy (add'l)
United States Commodity (USC) — None — Buy (add'l)
Vanguard Total World (VT) — Int/Div — Buy
Vanguard Total World (VT) — Sold (part)
AMG GW&EK Muni BD FD Inst (GWMIX) — Int/Div — Buy (add'l)
AMG GW&EK Muni BD FD Inst (GWMIX) — Buy (add'l)
Doubleline Core Fixed (DBLFX) — Int/Div — Sold (part)
Doubleline Core Fixed (DBLFX) — Buy (add'l)
Schwab US Aggregate Bond (SWAGX) — Int/Div — Buy
Adara Smaller Companies {/k/a Altair Smaller Companies Fd Inst — Int/Div — Buy (add'l)
Aquarius International (ASBSZ) — Int/Div — Buy
Aquarius International (ASBSZ) — Sold (part)
Boston Partners Long/Short Equity Fund (BPLSX) — Int/Div — Sold
Boston Partners Long/Short Research Fund (BPIRX) — None — Buy
Boston Partners Long/Short Research Fund (BPIRX) — Buy (add'l)
Driehaus Emrg Mkts Gwth Fd Inst {DIEMX) — Int/Div — Sold
FPA Crescent Fund Inst (FPACX) — Int/Div — Buy (add'l)
FPA Crescent Fund Inst (FPACX) — Buy (add'l)
Intrepid Capital FD Inst (ICMVX) — Int/Div — Sold
Manning & Napier Overseas (MNOSX) fka M & N Oppty A (EWAX) — Int/Div — Sold
Matisse Discounted Closed End FD Strategy IMDCEX) — Int/Div — Sold
Oakmark Select Fund Inst (OANLX) — Int/Div — Buy (add'l)
Oakmark Select Fund Inst (OANLX) — Sold (part)
Schwab Intl Index Fund (SWISX) — None — Buy
Touchstone Sands Capital Inst] Growth Fund (CISGX) — Int/Div — Buy (add'l)
Van Eck Cm Commodity Index Fd (COMIX) — Int/Div — Buy (add'l)
Vanguard Glbl Ex US Real Estate Index Admiral IVGRLX) — Int/Div — Buy (add'l)
Vanguard Glbl Ex US Real Estate Index Admiral IVGRLX) — Buy (add'l)
Vanguard REIT Index Admiral Share (VGSLX) — Int/Div — Buy (add'l)
IShares Russell 1000 (1WD) — None — Buy
IRA #2(H)
United St Commodity ETF Index Fund sch — None
Activision Blizzard Inc. (ATV (X) — Int/Div
Newmont Mng Corp. Holding Co. (NEM) (xX) — Int/Div
Unilever Plc Spon Adr New (UL) (X) — Int/Div
Homorary Trustee, Big Sister Association of Greater Boston, Inc
Director, The Steppingstone Foundation
Trustee, The Park School
Fund Advisor, Donor Advised Fund #1
Part VII

Lines 4-6, 8-10:,

Thermo Fisher Scientific Stock Option transactions listed in line 8-10 are exercise of stock options.

Thermo Fisher Scientific Common Stock (TMO) received upon exercise was sold and is included in lines 4-6.

Line 66: Inadvertently omitted from prior report. Sold prior to the filing of this report

Line 67: Purchased in 2018, date unavailable.

Line 68: Inadvertently omitted from prior report. Sold prior to the filing of this report.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8447. Public record. Not legal advice.