Petitioners Jerry and Mary Jones, and Arline Winerman (collectively, “Jones”) were owners of shares in three separate mutual funds in the Oakmark group of funds. See Jones v. Harris Assocs. L.P., No. 1:04-cv-08305, at *1–2 (N.D. Ill. Feb. 27, 2007). In...
mutual funds
(LIIBULLETIN preview (pre-2014))
Facts
Petitioners Jonathan M. Zang and Jackie Hosang Lawson worked for private companies that provide advising or management services to the Fidelity family of mutual funds (“Fidelity funds”). See Lawson v. FMR LLC, 670 F.3d 61, 63 (1st Cir. 2012). Zang...