# Jane Louise Kelly

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9051

## Record

- **Judge:** Jane Louise Kelly
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 11

## Text

pn Trost (X) (created May 2016) (H)
Vanguard 500 Index Fund — Int/Div
shares in Cox-Kelly Farms (subchapter S corporation) — Int/Div
Fidelity Core Account — Interest
Minos SURS-traditional benefit plan — Interest
U.S. Bank. cash accounts — Interest
ACE Limited — Int/Div
Accenture — Int/Div
Allergan (formerly Actavis) — Int/Div
Aetna US Healthcare — Int/Div
Baxalta — Int/Div — Sold
Akamai Technologies — Int/Div — Sold
Amphenol Comp. — Int/Div
Apple Inc — Int/Div
Ashland Inc Sr Note (X) — Interest
Berkshire Hathaway — None
Biomed Realty — Interest — Sold
Cemer Corp — Int/Div — Sold
CSX Corp — Int/Div
Diageo PLC (X) — Int/Div
Dow Chemical — Int/Div
Expedia Inc — Int/Div
Express Scripts — Int/Div — Sold
Exxon Mobil — Int/Div
FDIC Insured Deposit — Interest
First Republic Bank — Int/Div
Flowserve Corp — Int/Div
General Electric — Int/Div
Goldman Sachs — Int/Div
Google Inc. A — Int/Div
Google Inc. C — Int/Div
Graphic Packaging — Int/Div — Sold
Jowa State Univ, Bond — Interest
shares MSCI — Int/Div
shares Russell 2000 Value — Int/Div
Ishares Russell 2000 Growth — Int/Div
Ishares Emerging Markets — Int/Div
Marmot Intemational Note — Interest
Mastercard — Int/Div
Nestle — Int/Div
Nextera Energy — Int/Div
Nike — Int/Div
Northern Trust — Int/Div
Pepsico — Int/Div — Sold
Ross Stores — Int/Div
Schlumberger Ltd — Int/Div — Sold
Skyworks Solutions — Int/Div
State Univ of lowa Bond — Interest — Sold
Symnex Corp — Int/Div — Sold
TIX Companies — Int/Div
United Tech Corp — Int/Div
Univ of lowa Bond — Interest
Vanguard CRSP Grow — Int/Div
Vanguard CRSP- Value — Int/Div
Verizon Comm — Int/Div
Wyndham Worldwide — Int/Div
Des Moines IA Bond — Interest
Higher Dimension Research — None
Cameron International Corp — Int/Div — Sold
CVS Health Corp — Int/Div — Sold
Edward Life Sciences Corp — Int/Div — Sold (part)
Edward Life Sciences Corp — Int/Div — Sold (part)
Lennar Corp — Int/Div — Sold
Arrow Electronics — Int/Div
Cedar Rapids, lowa bond — Interest
Comcast Corporation — Int/Div
Council Bluffs, lowa bond — Interest
Council Bluffs. lowa bond — Interest
Total Fina — Int/Div — Sold
UBS Group AG — Int/Div — Sold
Novo NordiskA S ADR — Int/Div — Sold
Gilead Sciences Inc — Int/Div — Sold
National Oilwell Varco Inc — Int/Div — Buy (add'l)
NXP Semi Conductor NV — Int/Div
The Growth Fund of America — Int/Div
The New Economy Fund — Int/Div
The New Perspective Fund — Int/Div
The SmallCap World Fund — Int/Div
Bank of the West cash account — None
JP Morgan Chase — Int/Div — Buy
Checkpoint Software — Int/Div — Buy
Phzer — Int/Div — Buy
Abbott Labs — Int/Div — Buy
Spit Lake Comm. Schools — Int/Div — Buy
Cedar Rapids lowa — Interest — Buy
The Hein Celestial Group — Int/Div — Buy
Lockheed Martin Corp — Int/Div — Buy
Johnson and Johnson — Int/Div — Buy
FactSet Research Systems — Int/Div — Buy
Chicago Bridge and Iron Co. NV — Int/Div — Buy
Casey's General Stores — Int/Div — Buy
Alibaba Group Holding — Int/Div — Buy
AECOM — Int/Div — Buy
Thermo Fisher Scientific — Int/Div — Buy
PayPal Holdings — Int/Div — Buy
Trustee, a Trust
In part VIL, | have reported the income received from my shares in Cox-Kelly Farms, a subchapter S corporation, and an estimated "gross value’ of my percentage

of the value of the farm itself. This is now located in the 510 Trust, which I have created for purposes of estate planning.

In response to the Letter of Inquiry: The Toyota Motor Corp. asset was sold in its entirety in 2015, but sold in two parts. By identifying cach sale as "part," 1

mistakenly gave the impression that a portion of the asset remained. Instead, 1 mtended to convey the information that the asset was sold, in its catirety, but in two

parts on two separate occasions. For this reason, | did not list it again in my 2016 report. | hope | have sufficiently answered the question posed.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9051. Public record. Not legal advice.
