# Kathleen Kerrigan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9615

## Record

- **Judge:** Kathleen Kerrigan
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 11

## Text

Schwab Roth Contributory IRA
Janus Fund — Int/Div
Schwab IRA Rollover
Schwab Cash Reserves — Int/Div
PONDX Pimco — Int/Div
LISOX Lazard — Int/Div
SFLNX Schwab Fundamental large — Int/Div
SFSNX Schwab Fundamental small — Int/Div
Schwab One Account £1 (H)
Janus Fund — Int/Div
Baker & Hostetler retirement account
Fid Growth Co K — Int/Div
MetWest Tot Rtn Bd — Int/Div — Sold
MerWest Tot Rm BD P — Int./y — Buy
Fid. S00 Index — Ine
Baker & Hostetler Composite Fund — None
WFA Govt Securities — Int/Div
Schwab Muni account (H)
Austin Tex Wir & WA 5%22 — Interest — Sold
Califonia Healath 5%27 — Interest — Buy
Califorma ST GO 5%26 — Interest — Buy
Central Florida 5%¢28 — Interest
Fairfax County §%22 — Interest — Sold
Fairfax County 5%24 — Interest
Fairfax Cnty VA SWR 5%31 — Interest
Henrio County VA 5%27 — Interest
Lower Col River $%21 — Interest — Sold
Mass St. 5.25%24 — Interest
Hampton Road — Interest
Met T Auth NY Rev 5%24 — Interest
Met T Auth NY Rev 5%/28 (x) — Interest
Miami-Dade CNTY FLA 5%22 — Interest — Sold
Michigan St Hosp. FI 5%25 — Interest
Michigan ST Trun 5.25%21 — Interest — Sold
MN ST GEN FD 5%26 — Interest
New Jersey Tumnpike 5%230 TPK — Interest
Nev York NY 5%22 — Interest — Sold
New York St Dorm §%/25 — Interest
New York St Dorm 5%23 — Interest
Norfolk VA Wir Rev 5%23 — Interest
Ohio ST Water 5%29 — Interest — Buy
San Antonio Tx Elec $%23 — Interest
Seattle WA LT PW 5%29 — Interest — Buy
South Carollina Trans infra 5%21 — Interest — Sold
Univ CA 5%25% — Interest
Virginal College BL 5%28 — None — Buy
Virginia Commonwealth TR 5%24 — Interest — Sold
Virginia Commonwealth TR 5%25 — None — Buy
Virginia St. PUB Bldg 5%24 — Interest
Virginia ST RES AUT 5%20 — Interest — Sold
Virginia ST RES Aut 5%21 — Interest
Virginia ST RES Aut 5%26 — Interest
Virginina St Res Auth 5%/25 — Interest
Virginia St. Water Auth 5%/24 — Interest
Vrrginia Res 'Auth 5%24 — Interest — Sold (part)
Virginia State Pub School 5%22 — Interest — Sold
Umivensty of MI $%32 — Interest — Buy
Schwab 1 Account £ 2 (H)
JP Morgan Chase common stock — Int/Div
Walgreen Company commen stock — Int/Div
Schwab Cash Reserves — Int/Div
Matthews India Fund — Int/Div
Schwab Total Stock Mkt — Int/Div
Vanguard Value Index — Int/Div
Yacktman Fund — Int/Div
SCHW INTL EQETF — Int/Div
Schwab Rollover IRA #2
Templeton Dragon Fund — Int/Div
PIMCO Total Return Fund — Int
Blackrock Latin America — Int/Div
Matthews India Fund — Int/Div
Schwab Total Stock MKT — Int/Div
Scwab Cash Reserves — Int/Div
SCWINTLEQETF — Int/Div
Yacktman Fund — Int/Div
Schwab S&P S00 — Int/Div
Bank of America Series of accounts — Interest
American Express Savings Account — Interest
Capittall One Savings Account (2 accounts) — Interest
Discover Bank Savings Account — Interest
EDSC Limited Partnership — Rent
x2 — Interest
VSSC Limited Partnership — Reat
5S — Interest
THSC Limited Partnership — Rent
Rh — Interest
Falstaff Center LLP — None
PHSA Medical Center LLC — Reat
x9 — Interest
Valley Ranch Investors LLC — None
Trustee, Famuly Trust #1 (Not a beneficaary)
Agreement — 1998 — Baker & Hostetler LLP 401(k) and 401(a) plan with former law { irm (Repported in Part VII) All in one account managed by Fidelity and allowed to select from
Agreement — 2 — certain investments. Also, have option of rolling over into an IRA
Spouse's income — 122017 — NSP Partmership distributed less than $5,000. This partmership sold all its assets Jast year and there was some residual income distributed from the
In Part VI, Investments and Trusts, line 76 Schwab S&P 500 was spelled incorrectly as Scwag on last year's report,

In Part VII, Investments and Trusts, lines 81 83, 85 88, and 90 arc all limited partnership investments in real estate. Line 87, Fallstaff is residual interest in a real

estute partnership. For the limited partuiership interests reproted on lines 81, 85, and 88 there is also a loan to the parutnership. The value of the loan is included

in the value of the asset and any interest paid on the loan has been reported.

In Part VII Investments and Trusts, lines 19-57 are tax exempt bonds in a Schwab account mannaged by GW&K investment management Line 31 Met Auth NY

Rev 5%/28 was inadvertently not reported last year as being purchased. Last year's report included the Met T Auth NY 5%/24 purchase,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9615. Public record. Not legal advice.