# Richard M. Berman > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/26548 ## Record - **Judge:** Richard M. Berman - **Year:** 2005 - **Pages:** 24 ## Text Walmart — None — Sale Property Sufffolk County, NY (House & Cottage) — Rent — Rental Apartment (NY City) — Rent — Buy Property, Suffolk County, NY — Rent — Rental Aztex Limited Partnership , (real estate) — Distribution Franklin Limited Partnership, (real estate) — Distribution — Sale Janus Fund (deferred compensation) — Interest — Sale T Rowe Price Equity Income (deferred compensation) — Interest — Sale Vanguard Windsor — Int/Div Vanguard 500 Index Trust — Int/Div — Sale Vanguard Strategic Equity — Int/Div Vanguard Windsor II — Int/Div — Sale U.S. Treasury Notes — Interest — Sale U.S. Treasury Notes — Interest — Sale NYC GO Municipal Bond — Interest — Sale John Nuveen Municipal Bond Fund (Select) — None — Sale Blackrock Municipal Bond Fund — Distribution Muniyield Municipal Bond Fund — Int/Div NYC Municipal Bond (Series D) — Interest Comcast Common Stock (A &K) — Int/Div — Sale Time Warmer Common Stock(AOL) — Int/Div — Sale AT&T — None — Sale Cablevision Systems Common Stock — None — Sale GE Common Stock — Int/Div Liberty Media Common Stock — None Liberty Media Intemational A — None — Sale Microsoft Common Stock — Int/Div Ebay Inc. Common Stock — None Verizon — None — Sale Exoxon (Mobil) — Int/Div John Nuveen Common Stock Fund (Class A) — Int/Div Scarsdale, NY Municipal Bond — Interest Westchester, NY Municipal Bond — Interest Rye City, NY Muncipal Bond — Interest MAC Municipal Bond — Interest NYCS Dorm Auth — Interest — Sale NYS Mort Agency — Interest NYC (NHA) Municipal Bond (Port Authority of NY and NJ) — Interest — Sale NYS Power Authority — Interest — Sale Farmers Bank - CD — Interest — Sale GMAC Automotive Bk -CD — Interest — Sale Providian Nat'l Bk - CD — Interest NYS Env Fac Corp St Clean Wtr & Drkg Wir Rev 3.9% — Interest NYS Env Fac Corp St Clean Wir & Drkg Wtr Rev 3.75% — Interest NY GO — Interest Schwab MM/NY Muni Fund — Interest Schwab Value Advantage Fund — Interest Chesapeake Core Growth — None — Sale Cohen & Steers Realty Fund — Int/Div Icon Energy Fund — Int/Div Icon Healthcare Fund — Int/Div New Perspective Fund — Int/Div Oakmark Fund — Int/Div TCW Galileo Value Oppty — Int/Div L-3 Communications Hldgs — Int/Div — Buy 55. L-3 Communications Hldgs — Sale Abbott Laboratories — Int/Div — Buy Caterpillar — Int/Div — Buy Chevrontexaco Corp — Int/Div — Buy Conocophillips — Int/Div — Buy Danaher Corp. — Int/Div — Buy Discovery Hldgs Ser B — Int/Div — Spinoff — Note #1 Discovery Hldgs Ser A — Int/Div — Spinoff — Note #1 FDX Corporation — Int/Div — Buy Google Inc. Class A — Int/Div — Buy Lockheed Martin — Int/Div — Buy Medtronic Inc — Int/Div — Buy Pfizer Incoroporated — Int/Div — Buy Proctor & Gamble, Co. — Int/Div — Buy Alpine US Real Estate Fund — Int/Div — Buy Amer. Funds Fundamental — Int/Div — Buy Artisan Mid Cap Value Fund — Int/Div — Buy Dodge & Cox Int'l Stock Fund — Int/Div — Buy Driehaus Int'l Discovery Fund — Int/Div — Buy Growth Fund of America — Int/Div — Buy Ariel Fund — Int/Div — Buy Ariel Fund — Sale 3M Company — None — Buy 3M Company — Sale Johnson & Johnson — None — Buy Johnson & Johnson — Sale Symantec Corp — None — Buy Symantec Corp — Sale Caterpillar — Int/Div — Note #2 Exon Mobil Corp — Int/Div FDX Corp — Int/Div General Electric — Int/Div Johnson & Johnson — Int/Div L-3 Communications — Int/Div Lockheed Martin — Int/Div Microsoft Corp — Int/Div Proctor and Gamble — Int/Div Publicis N.A. — Int/Div — Sale Sunrise Assisted Living — Int/Div Amer Funds Fundamental — Int/Div Amer Funds New Economy — Int/Div Artisan Mid Cap Value Funds — Int/Div Calamos Growth Fund — Int/Div Chesapeake Core Growth Fund — Int/Div — Sale Dodge & Cox Stock Fund — Int/Div Driehaus Int'l Discovery Fund — Int/Div Growth Fund of America — Int/Div Icon Energy Fund — Int/Div Icon Healthcare Fund — Int/Div New Perspective Fund — Int/Div Oakmark Global Fund — Int/Div TCW Galileo Value Oppty Fund — Int/Div Schwab NY Muni Money Fund — Int/Div Schwab Value Advantage Fund — Int/Div Publicis Group ORAs — None Publicis Group Warrants — None Berkshire Hathaway — None — Sale Citigroup — None — Sale Comcast Corp — None — Sale First Data Corp — Int/Div — Sale Royce Low Priced Stock Fund — Int/Div — Sale Property Sufffolk County, NY (House & Cottage) — Rent — Rental Apartment (NY City) — Rent — Buy Property, Suffolk County, NY — Rent — Rental Aztex Limited Partnership , (real estate) — Distribution Franklin Limited Partnership, (real estate) — Distribution — Sale Janus Fund (deferred compensation) — Sale T.Rowe Price Equity Income (deferred compensation) — Sale Vanguard Windsor — Int/Div Vanguard 500 Index Trust — Int/Div — Sale Vanguard Strategic Equity — Int/Div Vanguard Windsor Il — Sale U.S. Treasury Notes — Sale U.S. Treasury Notes — Sale NYC GO Municipal Bond — Interest — Sale John Nuveen Municipal Bond Fund (Select) — Sale Blackrock Municipal Bond Fund — Distribution Muniyield Municipal Bond Fund — Int/Div NYC Municipal Bond (Series D) — Interest Comcast Common Stock (A & K) — Int/Div — Sale Time Wamer Common Stock(AOL) — Sale AT&T — Sale Cablevision Systems Common Stock — None — Sale GE Common Stock — Int/Div Liberty Media Common Stock — None Liberty Media International A — None — Sale Microsoft Common Stock — Int/Div Ebay Inc. Common Stock — None Verizon — Sale Exxon (Mobil) — Int/Div John Nuveen Common Stock Fund (Class A) — Int/Div Scarsdale, NY Municipal Bond — Interest Westchester, NY Municipal Bond — Interest Rye City, NY Muncipal Bond — Interest MAC Municipal Bond — Interest NYCS Dorm Auth — Sale NYS Mort Agency — Interest NYC (NHA) Municipal Bond (Port Authority of NY and NJ) — Sale NYS Power Authority — Interest — Sale Farmers Bank - CD — Sale GMAC Automotive Bk -CD — Sale Providian Nat'l Bk - CD — Interest NYS Env Fac Corp St Clean Wir & Drkg Wtr Rev 3.9% — Interest NYS Env Fac Corp St Clean Wtr & Drkg Wtr Rev 3.75% — Interest NY GO — Interest Schwab MM/NY Muni Fund — Interest Schwab Value Advantage Fund — Interest Chesapeake Core Growth — Sale Cohen & Steers Realty Fund — Int/Div Icon Energy Fund — Int/Div Icon Healthcare Fund — Int/Div New Perspective Fund — Int/Div Oakmark Fund — Int/Div TCW Galileo Value Oppty — Int/Div L-3 Communications Hldgs — Int/Div — Buy L-3 Communications Hldgs — Sale Abbott Laboratories — Int/Div — Buy Caterpillar — Int/Div — Buy Chevrontexaco Corp — Int/Div — Buy Conocophillips — Int/Div — Buy Danaher Corp. — Int/Div — Buy Discovery Hldgs Ser B — Int/Div — Spinoff — Note #1 Discovery Hldgs Ser A — Int/Div — Spinoff — Note #1 FDX Corporation — Int/Div — Buy Google Inc. Class A — Int/Div — Buy Lockheed Martin — Int/Div — Buy Medtronic Inc — Int/Div — Buy Pfizer Incoroporated — Int/Div — Buy Proctor & Gamble, Co. — Int/Div — Buy Alpine US Real Estate Fund — Int/Div — Buy Amer. Funds Fundamental — Int/Div — Buy Artisan Mid Cap Value Fund — Int/Div — Buy Dodge & Cox Int'l Stock Fund — Int/Div — Buy Driehaus Int'l Discovery Fund — Int/Div — Buy Growth Fund of America — Int/Div — Buy Ariel Fund — Buy Ariel Fund — Sale 3M Company — Buy 3M Company — Sale Johnson & Johnson — Buy Johnson & Johnson — Sale Symantec Corp — Buy Symantec Corp — Sale Caterpillar — Int/Div — Note #2 Exon Mobil Corp — Int/Div FDX Corp — Int/Div General Electric — Int/Div Johnson & Johnson — Int/Div L-3 Communications — Int/Div Lockheed Martin — Int/Div Microsoft Corp — Int/Div Proctor and Gamble — Int/Div Publicis N.A. — Int/Div — Sale Sunrise Assisted Living — Int/Div Amer Funds Fundamental — Int/Div Amer Funds New Economy — Int/Div Artisan Mid Cap Value Funds — Int/Div Calamos Growth Fund — Int/Div Chesapeake Core Growth Fund — Int/Div — Sale Dodge & Cox Stock Fund — Int/Div Driehaus Int'l Discovery Fund — Int/Div Growth Fund of America — Int/Div Icon Energy Fund — Int/Div Icon Healthcare Fund — Int/Div New Perspective Fund — Int/Div Oakmark Global Fund — Int/Div TCW Galileo Value Oppty Fund — Int/Div Wasatch Heritage Growth — Int/Div Schwab MM Fund — Int/Div Schwab NY Muni Money Fund — Int/Div Schwab Value Advantage Fund — Int/Div Publicis Group ORAs — None Publicis Group Warrants — None Berkshire Hathaway — Sale Citigroup — Sale Comcast Corp — Sale First Data Corp — Sale Royce Low Priced Stock Fund — Sale Walmart — Sale Liability — Greenpoint Bank — Mortgage On Apartment (Investment) Liability — Citicorp — Mortgage On Ct House Spouse's income — 2005 — Brand Consulting Firm / Partnership Income SS #1. Spinoff from Liberty Media. #2. Assets on line 83 to line 118 appear on this report as a result of marriage on 1/2/05. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/26548. Public record. Not legal advice.