# Mitchell S. Goldberg

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/25008

## Record

- **Judge:** Mitchell S. Goldberg
- **Year:** 2010
- **Pages:** 18

## Text

Trust -1/3 Interest - property located in Stewart, FL — Rent
American Fund #1 - 529 - age orrisk based - no control — None
American Fund #2 - 529 - age orrisk based - no control — None
American Fund #3 - 529 - age or risk based - no control — None — Redeemed
American Fund #4 - 529 - age or risk based - no control — None — Sold (part)
Morgan Stanley Smith Bamey #1 - Common stocks & options:
Bank Deposit Program #BDP — Interest
Baxter Intl. Inc — None — Buy
Bristol Myers Squibb Co. — None — Buy
HCPInc — None
Metlife Inc — Int/Div — Buy
Microsoft Corp. — Int/Div — Buy
Pepsico Inc — None
Sysco Inc — None
Wal-Mart Stores Inc — None
CVS Caremark Corp. Stock — None — Sold
Morgan Stanley Smith Barney Corporate Bonds:
General Electric Cap Corp — Interest — Buy
Berkshire Hathaway Fin. Corp — Interest
Pepsico Inc — Interest — Buy (add'l)
Morgan Stanley Smith Bamey GSE Bonds:
Federal Home Loan Mortgage Corp. — Interest — Buy
Morgan Stanley Smith Barney Certificates of Deposit:
Ally Bank-UT (Formerly GMAC Bank) #1 — Interest — Open
Ally Bank-UT (Formerly GMAC Bank) #2 — Interest — Open
Ally Bank-UT Formerly GMAC Bank) #3 — Interest — Open
Morgan Stanley Smith Barney #2 Financial: Management Acct.
Shares TR S&P 500 Index Fd — None — Sold
Powershares QQQ TR Ser 1 — None
Capital Income Builder Fund — None — Sold
Growth Fund of America Class A — None — Sold
Exxon Mobil Corp — None — Buy
LMP Shot-Term bond Fund Class C — None — Buy
Wells Fargo #1 - Harford Annuity:
AMR Blue Chip Income and Growth — None
AMR Global Growth — None
AIM Mid Cap Core Equity Fund — None
F-T Small-Mid Cap Growth — None
AMR Growth-Income — None
Newell Rubbermaid Inc. NWL — None — Sold
Oppenheimer Fund - Retirement IRA — None
Sirius XM Radio, Inc. - Stock — None
Wells Fargo #2 - Hartford Annuity:
AMR Growth-Income — None — Sold
AMR Blue Chip Income and Growth — None — Sold
F-T Small-Mid Cap Growth — None — Sold
AIM Mid Cap Core Equity Fund — None — Sold
AMR Global Growth — None — Sold
Annuities, Savings & Checking Accounts:
ING Annuity & Life Ins. (Y)
ING Annuity & Life Ins. (Y) — Ry
Trust - 1/3 Interest - property located in Stewart, FL — Rent
American Fund #1 - 529 - age or risk based -no control — None
American Fund #2 - 529 - age or risk based -no control — None
American Fund #3 - 529 - age or risk based - no control — None — Redeemed
American Fund #4 - 529 - age or risk based - no control — None — Sold (part)
Morgan Stanley Smith Barney #1 - Common stocks & options:
Bank Deposit Program #BDP — Interest
Baxter Intl. Inc — None — Buy
Bristol Myers Squibb Co. — None — Buy
HCPlInc — None
Kimberly Clark Corp. — None
Metlife Inc — Int/Div — Buy
Microsoft Corp. — Int/Div — Buy
Pepsico Inc — None
Sysco Inc — None
Wal-Mart Stores Inc — None
CVS Caremark Corp. Stock — None — Sold
Morgan Stanley Smith Barney Corporate Bonds:
General Electric Cap Corp. — Interest — Buy
Berkshire Hathaway Fin. Corp. — Interest
Pepsico Inc — Interest — Buy (add'l)
Morgan Stanley Smith Bamey GSE Bonds:
Federal Home Loan Mortgage Corp — Interest — Buy
Morgan Stanley Smith Barney Certificates of Deposit:
Ally Bank-UT (Formerly GMAC Bank) #1 — Interest — Open
Ally Bank-UT (Formerly GMAC Bank) #2 — Interest — Open
Ally Bank-UT Formerly GMAC Bank) #3 — Interest — Open
Morgan Stanley Smith Bamney #2 Financial: Management Acct.
Shares TR S&P 500 Index Fd — None — Sold
Powershares QQQ TR Ser — None
Capital Income Builder Fund — None — Sold
Growth Fund of America Class A — None — Sold
Exxon Mobil Corp — None — Buy
LMP Shot-Term bond Fund Class C — None — Buy
Wells Fargo #1 - Harford Annuity:
AMR Blue Chip Income and Growth — None
AMR Global Growth — None
AIM Mid Cap Core Equity Fund — None
F-T Small-Mid Cap Growth — None
AMR Growth-Income — None
Newell Rubbermaid Inc. NWL — None — Sold
Oppenheimer Fund - Retirement IRA — None
Sinus XM Radio, Inc. - Stock — None
Wells Fargo #2 - Hartford Annuity:
AMR Growth-Income — None — Sold
AMR Blue Chip Income and Growth — None — Sold
F-T Small-Mid Cap Growth — None — Sold
AIM Mid Cap Core Equity Fund — None — Sold
AMR Global Growth — None — Sold
Annuities, Savings & Checking Accounts:
ING Annuity & Life Ins. (Y)
Agreement — 1.2/03 — Pennsylvania Employee Retirement System
Agreement — 2010 — Drexel Law School (Teaching appointment to start September, 2011)
Reimbursement — Amerncan Bar Association — 4/29/2010 - 5/3/2010 — Half Moon Bay, CA — Tort Trial & Insurance Practice Section - Speaker — Transportation, meals, hotel
Income — 2010 — Drexel law School - Payment for teaching — $£2.500.00
Income — 2010 — Trust Distribution — $3,583.33
Spouse's income — 2010 — Herstine Technology - salary

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/25008. Public record. Not legal advice.
