# Dennis Montali

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/9770

## Record

- **Judge:** Dennis Montali
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 11

## Text

Amencan Centy Global Fund — Int/Div
Real estate - Alameda Cty ($340,000; fractional int. lacq 2/01 — None — Sold (part)
Acct. Union Bank of California, SF — None
Acct. Wells Fargo Bank, Berkeley — Interest
AMG Managers Total Return Fund — Int/Div
Alphabet Class A — None — Buy
Amencan Centy Gvt Inc — Int/Div
Apple Inc — Int/Div — Buy — Buy 8/15 L
Audubon Cellars. Inc. common — None
Automatic Data Processing common — Int/Div
Becton Dickenson — None — Sold
Cardinal Health common — Int/Div
Cognizant Tech. Solutions — None
Colgate Palmolive & Co common — Int/Div
Duke Energy — Int/Div
Dreyfus Active Midcap Fund A — Int/Div
Dreyfus Mid Cap Index Fund — Int/Div
Dreyfus Muni Bond Fund — Int/Div
Dreyfus Cal Tax Ex Fund — Int/Div
Du Pont, E De Nemour common — Int/Div
EMC Corp — Int/Div — Sold
Exxon Mobil Corporation common — Int/Div
Federated High Yield Trust — Int/Div
Genuine Parts common — Int/Div
Gilead Sciences Inc — Int/Div — Buy (add'l)
Honeywell Int'l common — Int/Div — Sold (part)
Intel — Int/Div
Ishares MSC Japan — Int/Div
Johnson & Johnson — Int/Div
Keysight Technologies — None — Sold — Part VII
Kimberly Clark — Int/Div
Matthews Japan Fund Inc — Int/Div — Sold (part)
Managers TR PF — Int/Div — Buy (add'l) — name - see Line 42
McDonalds Corp common — Int/Div
Mid American Apt. Common — Int/Div
Nestle SA — Int/Div
Novo-Nordisk — Int/Div
Pentair — Int/Div
Pepisco common — Int/Div
Pimco Commodity Real Ret Strat — Interest
Proctor & Gamble Co. common — Int/Div
Purefunds ISE Cyber — None — change- sec line 13
Schlumberger — Int/Div
Schwab Government MMF — Interest
Schwab Corp common — Int/Div
Schwab 1000 Fund — Int/Div
Select Sector - Materials — Int/Div
SPDR Energt Select — Int/Div
S&P 500 Depository Receipts Unit) — Int/Div
SPDR Utilities Select — Int/Div
Stryker Corp — Int/Div
Sysco common — Int/Div
T. Rowe Price Int'l Stk Fund — Int/Div
T. Rowe Price Equity Fund — Int/Div
T. Rowe Price Growth — Int/Div
T. Rowe Price « New Honzon — Int/Div
Templeton Developing Mkt — Int/Div — Sold (part)
Templeton Global Inc. Fund — Int/Div
Templeton Global Bond (fka Templeton Income Trust — Int/Div
IM — Int/Div
United Parcel Service — Int/Div
USAA Short term fund — Interest
USAA Long term fund — Interest
USX-LS Steel Corp — Int/Div
United Technolgies — Int/Div
Vanguard Intl Growth Fund — Int/Div
Vanguard 500 Fund — Int/Div
Vanguard Wellesley Inc. Fund — Interest
Vanguard Intl. Equity Index (Eur, stk) — Int/Div
Vanguard Wellington Fund — Int/Div
Vanguard Fxd Inc. GNMA — Interest
Vanguard F-1 Short Term — Interest
Verizon — Int/Div
Vodaphone — Int/Div
Walt Disney Hldg common — Int/Div
Wells Fargo Adv ST — Int/Div
WEC Energy Grp — Int/Div — change - wus Wis. Eng
Liability — JP Morgan Chase — Mortgage
Keysight Tecnologies (see Line 30) was bought 1-30-2015 (Value K) and partially sold 12-16-17 (Value K). A small amount remained at 12/31/15 but was

inadvertantly omitted form the 2015 reposrt,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9770. Public record. Not legal advice.
