# Jeremy D. Fogel

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/17871

## Record

- **Judge:** Jeremy D. Fogel
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 9

## Text

Fidelity Investments (assets listed below)
Fidelity Califorma Muni Money Mkt (x) — Int/Div — Buy
Federated High Yield Trust (x) — Int/Div — Buy
Fidelity Strategic Income (x) — Int/Div — Buy
Nuveen California High Yield Muni Bd x) — Int/Div — Buy
Pepco Holdings Inc, (x) — Int/Div — Buy
AT&T Inc. (x) — None — Buy
BCE Inc. (x) — None — Buy
Kinder Morgan Energy Partners LP (x) — None — Buy
Portland Gen Elec Co. (x) — None — Buy
Potash Corp of Sasketchewan (x) — None — Buy
Morgan Stanley IRAZ (assets listed below)
MSDW Liquid Asset Fund — Int/Div
Pioneer Mid-Cap Fund — Int/Div
Morgan Stanley Bank — Interest
John Hancock Regional Bank B — Interest
Unit VanKampen EAFE Select 20 Portfolio 2007-1 — Int/Div
Morgan Stanley IRA%2 (assets listed below)
MSDW Liquid Asset Fund — Int/Div
Morgan Stanley Bank — Interest
MSDW Global Advantage B — Int/Div
Pioneer Mid-Cap Fund — Int/Div
John Hancock Regional Bank A — Interest
MS Spectrum Tech — Int/Div
MS Spectrum Select — Int/Div
Wells Fargo IRA (CD) — Interest
Wells Fargo IRA (CD) — Interest
Trust #1 (assets below)
City National Bank Ladder Account — Interest — Closed
Wells Fargo Investors Brokerage Account (aggregate reporting) (X) — Int/Div — Open
Doubleline Fds Total Return Bd Fd (x) — Buy
Doubleline Fds Total Return Bd Fd (x) — Sold (part)
Pioneer Ser Tr VI Flig Rate Fd (x) — Buy
Pioneer Ser Tr VI Flig Rate Fd (x) — Sold (part)
wTempleton Income Tr Global Bd Fd (x) — Buy
wTempleton Income Tr Global Bd Fd (x) — Sold (part)
ecIntel Corp. (x) — Buy
Potash Corp. of Saskatchewan (x) — Buy
Realty Income Corp. REIT (x) — Buy
Teradata Corp. (x) — Buy
weTransocean Ltd. Ordinary Shares (x) — Buy
Estate #1 (assets below) (x K(see part VII)
Fidelity Investments (aggregate reporting) x) — Int/Div — Open
AT&T Inc. (x) — Buy
AT&T Inc. (x) — Sold (part)
Kinder Morgan Energy Partners LP (x) — Buy
Kinder Morgan Energy Partners LP (x) — Sold (part)
Nuveen Select Quality Mun Fd (x) — Buy
Nuveen Select Quality Mun Fd (x) — Sold (part)
S10. — Sold (part)
we<Philip Morris Intl Inc. (x) — Buy
we<Philip Morris Intl Inc. (x) — Sold (part)
ceVerzon Communications (X) — Buy
ceVerzon Communications (X) — Sold (part)
Senior Housing Property Trust (x) — Buy
Senior Housing Property Trust (x) — Sold (part)
Pomtright, Inc. (restructured as Pointright Holdings, Inc. — None
Rental Property--Santa Clara County, CA — Rent
Rental Property--Placer County, CA — Rent
Agreement — 19/30/81 — Cahforma Judicial Retirement System: entitled to receive approximately 61% of the current salary of a Cahtorma Superior Court Judge
Reimbursement — Federal Circuit Bar Association — 196/22 — Colorado Springs, Colorado — Panelist at conference — Transportation, meals and lodging
Reimbursement — Justice Academy of Turkey — 10028-1112 — Istanbul, Turkey — Panelist at anti-terrorism conference — Transportation, meals and lodging
Income — 2013 — Califorma Judicial Retirement System — $101.200.00
Spouse's income — 2013 — Los Gatos-Saratoga Observation Nursery School (salary)
Part VII, line 42:

1 was named as executor of this estate, The decedent died on 01/07/13, After obtaining powers of administration, | established the listed brokerage account on

03/25/13. The assets were distributed to the beneficiaries on 07/25 and 07/26, except for 4 portion held for a beneficiary who under the terms of the decedent's

will is not entitled to receive her share of the assets until 2014.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/17871. Public record. Not legal advice.
