# Kurt D. Engelhardt

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32061

## Record

- **Judge:** Kurt D. Engelhardt
- **Year:** 2019
- **Pages:** 8

## Text

New York Life - LifeStages Variable Annuity (H)
MainStay VP MacKay S&P 500 Index (High) — Dividend
MainStay VP MacKay Growth Initial CL. (High) — Dividend
MainStay VP Income Builder Initial CL. (Moderate) — Dividend
MainStay VP MacKay Common Stock Initial CL. (High) — Dividend
MainStay VP MacKay High Yield Corporate Bond Initial CL.-Moderate — Dividend
Fidelity VIP Equity - Income Initial CL. (High) — Dividend
Fidelity VIP Contrafund Initial CL. (High) — Dividend
Janus Henderson Global Research Portfolio - Institut. Shares-High — Dividend
MainStay VP MacKay Convertible - Initial CL. (Moderate) — Dividend
MainStay VP Large Cap Growth - Initial CL. (High) — Dividend
MainStay VP MacKay Mid Cap Core - Initial CL. (High) — Dividend
MainStay VP MacKay Small Cap Core - Initial CL. (High) — Dividend
MainStay VP Epoch U.S. Equity Yield - Initial CL. (High) — Dividend
MainStay VP Janus Henderson Balanced - Initial CL. (Moderate) — Dividend
New York Life Annuity - Fixed — Interest
New York Life Whole Life Policy #1 — Dividend
New York Life Whole Life Policy #2 — Dividend
New York Life Secure Term Choice Fixed Annuity — Interest
AT&T (stock) — Dividend — Redeemed (part)
LPL Financial - IRA — Dividend — Redeemed (part)
AB Relative Value Advisor CL CBBYX — Dividend
American Funds American Balanced CL F2 AMBFX — Dividend
Capital Income Builder CL F2 CAIFX — Dividend
Catalyst Millburn Hedge Strategy CL I MBXIX — Dividend
Cohen & Steers Real Estate Securities CL I CSDIX — Dividend
Columbia Quality Income Instl CL CUGZX — Dividend
Delaware Small Cap Value Instl CL DEVIX — Dividend
Delaware Value Instl CL DDVIX — Dividend
Hartford Core Equity CL I HGIIX — Dividend
Janus Henderson Global Life Sciences CL T JAGLX — Dividend
Lord Abbett Short Duration Income CL F LDLFX — Dividend
Invesco Oppenheimer Intl Growth CL Y OIGYX — Dividend
Pioneer Bond CL Y PICYX — Dividend
PGIM Jennison Health Sciences CL Z PHSZX — Dividend
SPDR Series Trust S&P Dividend ETF SDY — Dividend
T Rowe Price Global Technology Investor CL PRGTX — Dividend
Vanguard Strategic Equity Investor CL VSEQX — Dividend
683801407 Oppenheimer Intl Growth CL Y — Dividend
Jefferson Parish Retirement Plan — Dividend — See Explanation-Part VIII
Special Needs Trust (H)
JPMorgan Chase Bank (Fixed) — Interest
Travelers Pension Accout (Fixed) — Interest
Member - Board of Directors (Uncompensated), Cancer Association of Greater New Orleans (CAGNO)
Member - Dean's Advisory Planning Board (Uncompensated), Louisiana State University - College of Humanities & Social Sciences
Trustee (Uncompensated), Special Needs Trust
Reimbursement — Houston Bar Association — 04/09/2019 — Houston, TX — CLE Presentation to the Federal Practice Section of the Houston Bar Association — Transportation
Reimbursement — The Federalist Society — 11/13/2019-11/15/2019 — 9 Washington, DC — Panel Moderator at The Federalist Society National Lawyers Convention — Transportation, Meals, Hotel
Spouse's income — 2019 — Parish of Jefferson-24th Judicial District Court - Administrative Assistant
Line 40 - Jefferson Parish Retirement Plan - The Jefferson Parish Retirement Plan is a plan maintained, controlled and owned by Jefferson Parish. It is a 401A -
defined benefit government Pension Plan. There are no provisions for making loans from this account regardless of need.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32061. Public record. Not legal advice.
