# Richard M. Berman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/23538

## Record

- **Judge:** Richard M. Berman
- **Year:** 2009
- **Pages:** 19

## Text

Property Suffolk County, NY (House & Cottage) — Rent
Aziex Limited Partnership (real estate) — Distribution
Vanguard 500 Index Trust — Int/Div
Vanguard Total Int'l Index — Int/Div
Vanguard Total Stock Index — Int/Div
Vanguard Total Stock Index — Sold
Vanguard Total Stock Index — Sold (part)
Kimberly Clark — Int/Div — Sold (part)
Kimberly Clark — Sold
New York NY G/O Ser C — None — Sold
New York NY SerCU/T — Interest — Sold (part)
New York NY Ser D RFDG G/IO 1 — Interest — Sold (part)
New York NY Ser D RFDG G/IO 1 — Sold (part)
Chevron Corp — None — Sold
Chevron Corp — Buy (add'l)
Dominion Res Inc New VA — None — Sold
Verizon Communications — Interest — Sold
Google Inc Class A — None — Buy
Waddell & Reed Finl A — Int/Div — Buy
Waddell & Reed Finl A — Sold
BP PLC SPON ADR — Int/Div — Buy
New York NY Ser J U/T B/E — None — Buy
North Carolina Eastin MPA Pwr Sys — Interest — Buy
Houston Tex Wir & Swr Sys Rev — None — Buy
Metro Transn Au NY-Dedicated Tax FD-FSA — None — Buy
New York St Urban Dev Corp Rev Personal Income Tax — None — Buy
New York St Urban Dev Corp Rev Personal Income Tax — pan)
TIAA-CREF — Int/Div — Buy (add'l)
TIAA-CREF — Buy (add'l)
Liability — Bank Of America — Mortgage On Rental Prop. (Pt. Vii, Line 1)
Income — 2009 — Bamard College
Income — 2009 — Wellesley College
Pant VIL. Dodge & Cox Int'l Stock Fund, which was sold in 2008, was inadvertently included on the 2008 report (line 60). We have been unable to locate the

value and gain‘loss information. The value in 2007 was L.

Part VII. Oppenheimer Main Street Small Cap Fund was listed twice on the 2008 report (lines 69 and 70) and the second entry appears to be a duplicate included

in error.

Part VIL. Forest City Ent. (A) was listed on the 2008 report (line 82) as being Sold. rather than Sold (partial). The value code for 2008 was correctly listed as i

Pant VIL. TIAA-CREF was inadvertently omitted from the 2008 report. The value code for 2008 was K. TIAA-CREF's constituent funds CREF Money Market

and T-C Lifecycle 2020-Rtmt also were inadvertently omitted from the 2008 report. The value code for 2008 was K for both CREF Maney Market and T-C

Lifecycle 2020-Rtmt.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/23538. Public record. Not legal advice.