# Nancy H. Lord

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19608

## Record

- **Judge:** Nancy H. Lord
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 6

## Text

Neuberger Berman Large Cap Value Fund Tnvestol — Int/Div
Neuberger Berman Focus Fund Investor Class — Int/Div
MetLife, Inc common stock (MetLife Policy Holder Trust) — Int/Div
MetLife "Whole Life" Policy — Int/Div
Prudential (Herzfeld & Rubin "H&R™ PC 401K) Pru Stable Value FD 65 — Int/Div
Prudentiul (H&R, P.C. 401K) Loomis Savles Gbl Alle Y — Int/Div
Prudential (H&R, P.C. 401K) Invesco Comstock A — Int/Div
Prudential (H&R, P.C, 401K) MFS International Val Class R4 — Int/Div
Prudential (H&R, P.C. 401K) Oppenheimer Int'l Growth Y — Int/Div
Key Bank (Cash Accounts) — None
Agreement — 228012 — Pension - New York State Employees’ Retirement System - Monthly Pension Check (no control)
Liability — Key Bank — Unsecured Preferred Credit Line Account
Liability — MetLife — Loan against Own "Whole Lite" Life Insurance Proceeds
Liability — L.L. Bean Mastercard — Revolving Charge Account (Credit Card)
Income — 2018 — Income Denved from Monthly Payment from NYS Retirement System (NYS & Local Employees Retirement System) — $20,957.73
Income — 2018 — Income Derived from Monthly Payment from NYS Teachers Retirement System {as Surviving Spouse of Pensioner) — S47.281.43
Part VIL. Investments and Trusts

Re - Prudential / Herzfeld & Rubin, P.C. Employees’ 401(k) Plan. Nothing is being contributed by Herzfeld & Rubin, P.C. or has been contributed by Herzfeld &

Rubin, P.C. (a former employer) since 1 left the firm's employ in 1999. 1 do not make contributions nor do 1 receive any income as this is a retirement plan.

Part VIL. Investments and Trusts

Item 4 - A dividend is earned cach year on the anniversary of this whole-life policy which automatically results in the acquisition of additional insurance coverage.

Since the anniversary date is in June each year, | have mcluded the dividend amount for 2018, (the

vidend amount would fall within category "C* but the amount

of additional insurance that the dividend purchased falls within category "D", so I used category ("D"). For "gross value" at end of the reporting period, | have

provided the cash surrender value information which falls within category "K"

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19608. Public record. Not legal advice.