# Alan M. Koschik > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/8791 ## Record - **Judge:** Alan M. Koschik - **Year:** 2017 - **Report type:** Annual - **Pages:** 9 ## Text STRS Russell 2000 Index Fund — None STRS Large Cap Core Fund — None OPERS Large Cap Index Fund — None — Redeemed — Oppenheimer Funds OPERS Small Cap Index Fund — None — Redeemed — Oppenheimer Funds MFS Value RS — None Large Cap Growth/Jenmison Fund — None MassMutual Select Mid Cap Growth Equity n — None Metropolitan West Total Return Bond Plan — None Oppenheimer Equity Fund — Int/Div — Buy (add'l) — OPERS Redemption Oppenheimer Equity Fund — Redeemed — Opp. Main Street Fund C Oppenheimer Main Street Mid Cap Fund € — Int/Div — Buy (add'l) — OPERS Redemption Oppenheimer Main Street Mid Cap Fund € — Buy (add'l) — Opp. Global Oppor C Oppenheimer Main Street Fund € — Int/Div — Buy (add'l) — OPERS Redemption Oppenheimer Main Street Fund € — Buy (add'l) — Opp. Equity Fund C Oppenheimer Main Street All Cap (fka Select) Fund C — Int/Div — Buy (add'l) — OPERS Redemption Oppenheimer Main Street All Cap (fka Select) Fund C — Buy (add'l) — Opp. Global Oppor C Oppenheimer International Growth Fund € — None — Buy (add'l) — OPERS Redemption Oppenheimer International Growth Fund € — Buy (add'l) — Opp. Global Oppor C Oppenheimer International Growth Fund € — Buy (add'l) — Opp. Global Oppor C Oppenheimer Global Opportunities Fund ( — Int/Div — Buy (add'l) — OPERS Redemption Oppenheimer Global Opportunities Fund ( — Sold (part) — Opp. Global Alloc bs Oppenheimer Global Opportunities Fund ( — Sold (part) — Opp. Capital Inc C Oppenheimer Global Opportunities Fund ( — Sold (part) — Opp. Intl. Growth C Oppenheimer Global Opportunities Fund ( — Sold (part) — Opp. Global Alloc C Oppenheimer Global Opportunities Fund ( — Sold (part) — Opp. Capital Inc C Oppenheimer Global Opportunities Fund ( — Sold (part) — Opp. Main St All Cap C Oppenheimer Global Opportunities Fund ( — Sold (part) — Opp. Intl Growth C Oppenheimer Global Opportunities Fund ( — Sold (part) — Opp. Main St. Mud- Cap C Oppenheimer Capital Income Fund € — Int/Div — Buy (add'l) — OPERS Redemption Oppenheimer Capital Income Fund € — Buy (add'l) — Opp. Global Oppor C Oppenheimer Capital Income Fund € — Buy (add'l) — Opp. Global Oppor C Oppenheimer Global Allocation Fund € — None — Buy (add'l) — OPERS Redemption Oppenheimer Global Allocation Fund € — Buy (add'l) — Opp. Global Oppor C Oppenheimer Global Allocation Fund € — Buy (add'l) — Opp. Global Oppor C NY Life MSVP Comerstone Growth Fund — None NY Life Epoch US Equity (fka ICAP Select Equity) Fund — None NY Life VP Eagle Small Cap Int C1 Fund — None American Fund Money Market 529 — None Thrivent Financial for Lutherans Whole Life Insurance Policy — Int/Div Key Bank, N.A., Cash Accounts — Interest Galler SB. LLC — None Agreement — 2017 — Brouse McDowell -- employer sponsored 401(k) retirement plan and profit shanng plan; Will soon be rolled over to IRA. No future contributions. Liability — CitiBank — Revolving Credit Card Liability — Discover Card — Revolving Credit Card Reimbursement — 2, Cleveland Metropolitan Bar } Association — 05/04/2017 to 05052017 — Cleveland, Ohio — Attend William J. O'Neill Bankruptcy Institute — Registration Fee and Materials, Lunches, and Speaker Dinner Reimbursement — Bankruptcy Judges — 100112017 — lodging during annual NCBJ Conference — Re er: Arey Ty LT Reimbursement — Bar Retreat, hosted by Federal Bar Assocuit Spouse's income — 2017 — Thrive Arts Center, Hourly Wages Spouse's income — 2007 — Solon Board of Education, Hourly Wages In Section VII, all of the items hsted as Nos. 1-38 are funds in tax deferred retirement accounts (including 401(k) and 401(a) plans and rollover IRAs) or college 529 accounts. The income reported includes all income (dividend, interest, ete.) actually reported to me in the quarterly and annual statements | received. | assume that the remainder of the changes in value, including in those funds for which income is identified as "none," is from value appreciation (or depreciation) of the market value of the underlying investments. In a few instances, LT and ST capital gain figures were separately reported to me. 1 have included those amounts as income (although 1 included them as "dividends" since there is not option to select “capital gains”). To the extent other portions of the change in value could be attributed to some form of income, as opposed to market appreciation, those amounts have not been reported to me. This comment is intended to address the Committee's letter to me dated February 3, 2015, regarding my initial financial disclosure dated December 15, 2014. That letter noted that "all income is reportable, whether taxable, tax deferred, or tax exempt. . . . the amount of the dividends reinvested must be listed as income on your report. You may want to refer to pages 45 and 46 of the filing instructions." I have carefully reviewed the instructions, as | had before preparing my initial disclosure. As did with my initial disclosure, this annual disclosure includes all income that has been reported to me. In Section VII, the OPERS funds reported at lines 3-4 were rolled over and reinvested in certain Oppenheimer funds identified in lines 9, 11, 13, 15, 17, 20, 29, and 32. This rollover occurred on April 4, 2016, which was last year, not during the current reporting period. This rollover was overlooked in last year's disclosure, It is included here to correct that error in last year's disclosure. Please accept this amendment to my prior report. In Section VII, line 15, please notice that Oppenheimer’s Main Street Select Fund C changed its name to Oppenheimber Main Street All Cap Fund C. | do not have specific details regarding this change or the exact date the name change occurred. However, the change occurred between my June 30, 2017 statement and my September 30, 2017 statement. In Section VII, the remainder of the transactions reported reflect fund reallocations made by Oppenheimer in our Oppenheimer accounts. These reallocation transactions took place on March 16, November 16, und November 20, 2017. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/8791. Public record. Not legal advice.