# William Greenberg > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/32475 ## Record - **Judge:** William Greenberg - **Year:** 2020 - **Pages:** 18 ## Text Bank of America Checking — Interest Brokerage Account #1 (H) MN State HFA Fin. Rev. Muni. Bond — Interest — Matured SPDR S & P Mid-Cap 400 ETF Trust — Int./Div. — Sold (part) SPDR S & P Mid-Cap 400 ETF Trust — Sold NY NYC Trans Fin Auth Future Tax Rev Muni. Bond — Interest — Sold CA St GO Muni. Bond — Interest — Sold IL DuPage & Will Cntys Muni. Bond — Interest — Sold MN St COPs NC Muni. Bond — Interest TX St GO Muni. Bond — Interest MI St GO NC Muni. Bond — Interest NY Port Auth NY & NJ Rev Muni. Bond — Interest — Sold CT St GO Muni. Bond — Interest — Sold Schwab Bank Sweep — Interest UT St Bldg Ownership Auth Lease Rev Muni. Bond — Interest WA Snohomish Cnty SD No 201 GO School Board Guar. Muni. Bond — Interest — Sold JBG Smith Properties — Int./Div. Adobe Systems Inc. Stock — None Alphabet Inc. Class A Stock — None Apple Inc. Stock — Dividend ASML Holding NV-NY Reg Shs. Stock — Dividend Automatic Data Processing Inc. Stock — Dividend Cognizant Tech Solutions Corp. Stock — Dividend Marsh & McLennan Companies Inc. Stock — Dividend Mastercard Inc. Stock — Dividend Microsoft Inc. Stock — Dividend Varian Medical Systems Inc. Stock — None Dentsply Sirona Inc. Stock — Dividend — Sold Edwards Lifesciences Corp. Stock — None FMC Corp. Stock — Dividend NVIDIA Corp. Stock — None — Sold Stanley Black & Decker Inc. Stock — None — Sold Cerner Corp. Stock — Dividend Flir Systems Inc. Stock — Dividend Qiagen N.V. Stock — None Enterprise Products Partners L.P. interest — Dividend Prologis, Inc. Stock — Dividend — Sold (part) United States Treasury Bond — Interest — Buy Brokerage Account #2 (H) Schwab Bank Sweep — Interest Brokerage Account #3 (H) Brokerage Account #4 (H) ASML Holding NV-NY Reg Shares — Dividend — Sold (part) Adobe Systems Inc. Stock — None — Sold (part) Adobe Systems Inc. Stock — Sold (part) Apple Inc. Stock — Dividend — Sold (part) Apple Inc. Stock — Sold (part) Automatic Data Processing Inc. Stock — Dividend Cognizant Tech Solutions Corp. Stock — Dividend — Sold (part) Cognizant Tech Solutions Corp. Stock — Sold Alphabet Inc. Stock (Class A) — None — Sold (part) Medtronic Stock — Dividend — Sold (part) Marsh & McLennan Companies Inc. Stock — Dividend — Sold (part) Microsoft Corp. Stock — Dividend — Sold (part) Microsoft Corp. Stock — Sold (part) Microsoft Corp. Stock — Sold (part) Johnson & Johnson Company Stock — Dividend Cisco Systems Inc. Stock — Dividend — Sold (part) Cisco Systems Inc. Stock — Sold Varian Medical Systems Inc. Stock — None — Sold (part) Edwards Lifesciences Corp. Stock — None — Sold (part) Stanley Black & Decker Inc. Stock — Dividend Cerner Corp. Stock — Dividend Flir Systems Inc. Stock — Dividend Prologis Inc. Stock — Int./Div. — Sold EOG Resources Stock — Dividend — Sold Qiagen N. V. Stock — None — Sold (part) Qiagen N. V. Stock — Sold Enterprise Products Partners L.P. interest — Int./Div. — Sold Energy Transfer Partners L.P. interest — Int./Div. — Sold MasterCard Inc. Stock — Dividend — Sold (part) FMC Corp. Stock — Dividend Albemarle Corp. Stock — Dividend — Buy (add'l) Albemarle Corp. Stock — Buy (add'l) Albemarle Corp. Stock — Sold (part) Albemarle Corp. Stock — Sold (part) IQVIA Holdings Inc. Stock — None — Sold (part) Broadcom Inc. Stock — Dividend — Sold (part) Broadcom Inc. Stock — Sold HDFC Bank Ltd. Stock — None Beckton Dickinson & Co. Stock — Dividend — Buy (add'l) Vertex Pharmaceuticals Inc. Stock — None — Sold (part) Vertex Pharmaceuticals Inc. Stock — Sold (part) AstraZeneca PLC-Spons ADR Stock — Dividend — Sold (part) AstraZeneca PLC-Spons ADR Stock — Sold (part) Schwab Bank Sweep — Interest Advanced Energy Inds. Inc. Stock — None — Buy (add'l) Dentsply Sirona Inc. Stock — Dividend — Buy (add'l) NVIDIA Corp. Stock — Dividend — Sold (part) NVIDIA Corp. Stock — Sold (part) NVIDIA Corp. Stock — Sold (part) NVIDIA Corp. Stock — Sold (part) Schlumberger Ltd. Stock — Dividend — Buy Schlumberger Ltd. Stock — Sold Leidos Holdings Inc. Stock — Dividend — Buy Leidos Holdings Inc. Stock — Buy (add'l) Leidos Holdings Inc. Stock — Sold (part) Vertiv Holdings Co. Stock — None — Buy Cree Inc. Stock — None — Buy Universal Display Corp. Stock — Dividend — Buy Universal Display Corp. Stock — Buy (add'l) Universal Display Corp. Stock — Buy (add'l) Universal Display Corp. Stock — Sold (part) IRA #1 (H) PA Commonwealth Fing Auth Muni. Bond — Interest — Matured KY Asset/Liability Commn Muni. Bond — Interest — Sold PA Montgomery Cnty Muni. Bond — Interest CA Univ of Cal Rev Muni. Bond — Interest WA State Muni. Bond — Interest Target Corporate Bond — Interest — Sold Berkshire Hathaway Corporate Bond — Interest US Treasury Note Government Bond NC — Interest — Matured (part) US Treasury Note Government Bond NC — Matured (part) FHLB US Government Agency Bond — Interest Colgate-Palmolive Co. Corporate Bond — Interest — Matured Exxon Mobil Corp. Corporate Bond — Interest — Sold Schwab Bank Sweep — Interest Johnson & Johnson Corporate Bond — Interest Procter & Gramble Corporate Bond — Interest Schwab Value Advantage Money Fund (T +1) — Interest — Sold Schwab U.S. Treasury Money Fund (T+1) — Interest — Buy IRA #2 (H) Vanguard Bond Index - Short Term — Int./Div. — Sold (part) Vanguard S-T Investment Grade Fund — Int./Div. Schwab Bank Sweep — None 401(k) #1 (H) Trust #1 (H) CRA 12 Deposit Account — Interest — Sold (part) CRA 12 Deposit Account — Sold (part) CRA 12 Deposit Account — Sold S&P 500 Depository Receipts — Int./Div. SPDR S&P Mid-Cap 400 ETF Trust — Int./Div. BNY Mellon Smallcap Stock Index Fund — None — Sold Harris Assoc Invt TR Oakmark Intl Fund — None — Sold BNY Mellon Emerging Markets Fund - MPAM Shares — None — Sold DC GO NC Muni. Bond — Interest Seafarer Overseas Growth & Income Fund — Int./Div. — Buy (add'l) Vanguard Energy Vipers Fund — Int./Div. BNY Mellon Intl Stock Fund — Int./Div. Texas Bexar Met Wtr Dist Muni. Bond — Interest — Redeemed OH St Dept Admin COP Muni. Bond — Interest DC Wtr & Swr Auth Pub Util Rev Muni. Bond — Interest BNY Mellon Municipal Opportunities - CL M Fund — Int./Div. — Sold Brookfield Global Listed Infrastructure Fund — Int./Div. PNC Bank Sweep - Fiduciary Trust — Interest — Buy PNC Bank Sweep - Fiduciary Trust — Buy (add'l) PNC Bank Sweep - Fiduciary Trust — Buy (add'l) Texas Lubbock Cooper Indpt School Dist Muni. Bond — None — Buy Macon GA Wtr & Swr Auth Rev Muni. Bond — None — Buy Alphabet Inc. Class C Stock — None — Buy Blackstone Group Inc. Stock — Dividend — Buy Charter Communications Inc.-A Stock — None — Buy Home Depot Stock — Dividend — Buy McDonalds Corp. Stock — Dividend — Buy Ross Stores Inc. Stock — None — Buy Sysco Corp. Stock — Dividend — Buy Twitter Inc. Stock — None — Buy Visa Inc. - Class A Shares Stock — Dividend — Buy Intercontinental Exchange Group Stock — Dividend — Buy Salesforce.com Inc. Stock — None — Buy SS&C Technologies Holdings Inc. Stock — Dividend — Buy Church & Dwight Co. Inc. Stock — Dividend — Buy Adidas-Salomon AG - Spons ADR Stock — None — Buy Bayer AG - Spons ADR Stock — None — Buy LVMH Moet Hennessy Louis Vuitton SE Stock — Dividend — Buy Ryanair Holdings PLC - SP ADR Stock — None — Buy Sea Limited - ADR Stock — None — Buy Siemens AG - Spons ADR Stock — Dividend — Buy Alibaba Group Holding - SP ADR Stock — None — Buy Touchstone Sands Capital Emerging Growth-Y — None — Buy Trust #2 (H) Vanguard Intermediate Term Tax-Exempt Bond Fund — Int./Div. S&P 500 Depository Receipts — Int./Div. SPDR S&P Mid-Cap 400 ETF Trust — Int./Div. Longleaf Partners Small Cap — Int./Div. Baron Small Cap Fund-I — None Gateway Fund Y Shares — Int./Div. AMEX Energy Select Sector SPDR — Int./Div. PIMCO Commodity RR Strat-Ins — Int./Div. BNY Mellon Intl Stock Fund CLI — Int./Div. Oakmark Intl Fund - I — Int./Div. Harbor International Fund - Inst — Int./Div. Alerian MLP ETF Fund — Int./Div. Schwab Bank Sweep — Interest The Vittoria Fund, LP - passive LP interest — Int./Div. JBG Investment Fund VIII - passive LP interest — Distribution Veritable LPC Partners LP - passive LP interest — Distribution BKWG, Inc. (Y) Northwestern Mutual Whole Life Insurance Policies — Dividend MassMutual Whole Life Insurance Policies — Dividend New York Life Whole Life Insurance Policy — None AAFMAA Whole Life Insurance Policy — None Wells Fargo Checking — None SunTrust Bank Checking — None Brokerage Account #5 (H) Walt Disney Co. Stock — Dividend General Electric Stock — Dividend JP Morgan Chase Stock — Dividend Pfizer Inc. Stock — Dividend Philip Morris International Inc. Stock — Dividend Henry Schein Inc. Stock — None Exxon Mobil Corp. Stock — Dividend Schlumberger Ltd. Stock — Dividend Federated Government Obligations Fund Sel. — Interest Covetrus Inc. Stock — None Wabtec Stock — Dividend Viatris Inc. Stock — None — Spinoff (from line 199) Viatris Inc. Stock — Sold (part) Archean Capital Partners I, L.P. - Advanced Cl A - passive LP interest — None — Sold Archean Capital Partners I, L.P. - passive LP interest — Distribution — Buy (add'l) Archean Capital Partners I, L.P. - passive LP interest — Sold (part) Archean Capital Partners I, L.P. - passive LP interest — Sold (part) Chairman Emeritus, Board of Trustees, Mary Sachs Charitable Trust (private foundation) Agreement — 2002 — Public Employee Retirement System Pension Fund, State of New Jersey, pension upon retirement age 60, no control Income — 2020 — New Jersey Division of Pensions and Benefits, pension — $5,945.16 Income — 2020 — Charles Schwab & Co. Inc., retirement plan distribution — $92,035.90 Spouse's income — 2020 — Charles Schwab & Co., Inc., retirement plan distribution Spouse's income — 2020 — Northwestern Mutual Life Insurance Co., insurance contract distribution Spouse's income — 2020 — Bristol Myers Squibb Company, nonemployee compensation re one-time pharmaceutical consultancy Part VII: -Item 37 (Heading: Brokerage Account #1) was purchased as "Liberty Property Trust." Effective on or about February 4, 2020, this company was acquired by Prologis, Inc. -Item 41 (Heading: Brokerage Account #3) contains no reportable assets. Heading title is included for continuity purposes only. -Item 65 (Heading: Brokerage Account #4) was purchased as "Liberty Property Trust." Effective on or about February 4, 2020, this company was acquired by Prologis, Inc. -Item 126 (Heading: 401(k) #1) contains no reportable assets. Heading title is included for continuity purposes only. -Item 128 (Heading: Trust #1) is a cash equivalent security funded with cash that is alternatively referred to as "CRA 12 Deposit Account" and "BNY Mellon Money Market Fund" by the reporting financial institution. No sale or purchase information is available to indicate that these are treated as separate assets by the reporting financial institution. -Item 128 (Heading: Trust #1) was exchanged for Item 145 throughout May, June and September 2020. Both assets are cash equivalent securities funded with cash. -Item 188 corporation dissolved on December 31, 2019. No income or assets remained for distribution in 2020. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32475. Public record. Not legal advice.