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What was filed

  • 274

    investments

  • 16

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 4

    income

  • 2

    spouse income

Named parties

  • Trust #1
  • Living Trust 2
  • GST Trust #4
  • GST Trust #5
  • Federal Magistrate Judges Association
  • Rugters School of Law
  • Fordham Law School
  • Fordham Law School-teaching
  • Rutgers Law School-teaching
  • Self-employed (court stenography)

As filed

Trust #1 (H)

Fidelity Ginnie Mae Fund — Dividend

Fidelity N.J. Muni Money Market Fund — Dividend

Fidelity Floating Rate — Dividend

Fidelity Cash Reserves — Dividend

IRA #1 (H)

MS U.S. Govt. Securities Trust B — Int./Div.

IRA #2 (H)

Rydex Invers. Govt Long Bond — Interest

Vanguard Short Term Investors — Dividend

Vanguard Fixed Income High Yield — Dividend

Vanguard Div. App. Index — Dividend — Sold (part)

Vanguard Value Index — Dividend — Sold (part)

Ishares Russell Midcap Value Index — Dividend

Ishares Russell 1000 Value Index — Dividend

Fidelity Convertible Securities Fund — Dividend — Sold (part)

Nasdaq 100 Trust Unit Stock — Dividend

Fidelity Overseas Mutual Fund — Dividend

Fidelity Puritan Mutual Fund — Dividend

Fidelity Blue Chip Growth Mutual Fund — Dividend

Fidelity Cash Reserves — Interest

Fidelity US Bond Index — Dividend

Fidelity Ext. MKT Index Premium Class — Dividend

Fidelity Intl. Index Premium Class — Dividend — Sold (part)

Fidelity Intl. Treasury Bond Index — Dividend

Fidelity 500 Index Premium Class — Dividend

Vanguard Inflaction Protected SECs — Dividend

Vanguard Small Cap Value Index — Dividend

Fidelity Magellan Mutual Fund — Dividend — Sold (part)

Fidelity Ginnie Mae Fund — Dividend

Fidelity Growth & Income Mutual Fund — Dividend

Fidelity Intermediate Bond Mutual Fund — Dividend — Buy

Fidelity Govt. Money Market* — Interest

Fidelity Short Term Bond — Dividend — Buy

Vanguard Wellesley Inc. — Dividend

Doubleline Bond Fund — Dividend — Sold (part)

Ishares Silver — Interest

Ishares China ETF — Dividend — Sold (part)

Pro Shares Short Dow — Dividend

Pro Shares Ultrashort SC600 — Dividend

Pro Shares Ultra Short Cap — Dividend

Pro Shares SHort S&P 500 — Dividend

Pro Shares Short QQQ — Dividend

Fidelity Floating Rate High Income — Dividend — Sold (part)

IRA #3 (H)

Vanguard Total Stock Market Index Mutual Fund — Dividend

Alcoa Common Stock — Dividend

Coca Cola Common Stock — Dividend

Brokerage Account #1 (H)

Morgan Stanley Tax Free Daily Income Trust — Interest

Morgan Stanley Bank — Interest

PIMCO Short Term P — Dividend — Sold (part)

Western Ast Int Term Muni I — Dividend

Wells Fargo St Muni Bd INS — Dividend

Invesco Cons Inc. — Dividend — Buy

SPDR Nuveen Barclays Mun ETF — Dividend — Sold (part)

SPDR Nuveen Barclays Short ETF — Dividend

ISHARES Russell 1000 GRW ETF — Dividend

Deutsche X-Trackers MSCI EAF — Dividend

E V Income Fund of Boston I — Dividend — Sold (part)

Cambiar INTL Equity INV — Dividend

ISHARES Russell 1000 Value ETF — Dividend

PIMCO Foreign BD US $ Hedged P — Dividend

Wells Fargo Emerg Mrk EQ Inc. — Dividend — Buy

Delaware Value INSTL — Dividend

ISHARES RUSSELL 2000 Growth ETF — Dividend — Buy

Wells Fargo Special MDCP VL AD — Dividend

Hartford Midcap I — Dividend

ISHARES RUSSELL Midcap V ETF — Dividend

ISHARES RUSSELL Midcap G ETF — Dividend

Delware Inv Sm Cap Val INST — Dividend — Buy

Edgewood Growth Instl — Dividend

Harding Loevner Intl EQTY INSTL — Dividend — Sold (part)

T. Rowe Price QM US — Dividend — Buy

Wisdom Tree Jap — Dividend

ISHARES MSCI Japan ( ) — Dividend

Goldman Sachs Emeg — Dividend

Loomis Growth Y — Dividend

Oakmark International — Dividend

Matthews Asian Japan — Dividend

Blackrock Nat Mun — Int./Div.

IRA 4 (H) — Int./Div.

Lincoln S&P Cap — Interest

Lincoln S&P 500 — Interest

SEP Account 1 (H)

Vanguard Total Stock Market Index Mutual Fund — Dividend

Vanguard Prime Money Market Fund — Interest

Vanguard Wellesly — Dividend — Sold (part)

Wells Fargo Cash Account 1 — Interest

Wells Fargo Cash Account 2 — Interest

Wells Fargo Cash Account 3 — Interest

Bank of America Cash Account 1 — Interest

Amboy Bank Cash Account — Interest

Investment Account #2 (H)

Fidelity NJ Muni Money Market — Dividend

Fidelity Floating Rate — Dividend

Fidelity GNMA Fund — Dividend

Fidelity Cash Reserve — Dividend

Fidelity Convertible Securities — Dividend

Bank of America Cash Account 2 — Interest

Bank of America Cash Account 3 — Interest

Bank of America Cash Account 4 — Interest

Santander Cash Account — Interest

Investment Acount #3 (H)

Vanguard Growth & Income — Dividend

Vanguard Healthcare — Dividend

Vanguard Inter-Tax Exempt — Dividend

Vanguard Prime Mkt Fund — Dividend

Vanguard Total Stk Mk. — Dividend

Vanguard 500 Index — Dividend

Investment Account #4 (H)

Charles Schwab Money Market — Interest

Fidelity NY Muni Income — Dividend

Charles Schwab US REIT — Dividend

Powershares S&P — Dividend

Schwab International — Dividend

Investment Account #5 (H)

Charles Schwab Money Market — Interest

Osterweis Strategic — Dividend

USAA Tax Exempt — Dividend

Eastman Chemical — Dividend

Trust #4 (H)

Morgan Stanley Private Bank — Interest

America Fund C — Dividend

American Fundamental Inve — Dividend

American Cap Inc Builder C — Dividend — Sold (part)

American Bond Fund — Dividend — Buy

Blackrock Strat Inc Opp C — Dividend

Chase Checking — Interest

Trust #5 (H)

Chase Checking — Interest

ISHARES RUSSELL 2000 Value ETF — Dividend

Investors Bank — Interest

M&T Cash Acc — Interest

Mass Mutual Index Horizons — Interest

Chase Checking — Interest

Chase Savings — Interest

Trust #1 (H)

Fidelity Ginnie Mae Fund — Dividend

Fidelity N.J. Muni Money Market Fund — Dividend

Fidelity Floating Rate — Dividend

Fidelity Cash Reserves — Dividend

IRA #1 (H)

MS U.S. Govt. Securities Trust B — Int./Div.

IRA #2 (H)

Rydex Invers. Govt Long Bond — Interest

Vanguard Short Term Investors — Dividend

Vanguard Fixed Income High Yield — Dividend

Vanguard Div. App. Index — Dividend — Sold (part)

Vanguard Value Index — Dividend — Sold (part)

Ishares Russell Midcap Value Index — Dividend

Ishares Russell 1000 Value Index — Dividend

Fidelity Convertible Securities Fund — Dividend — Sold (part)

Nasdaq 100 Trust Unit Stock — Dividend

Fidelity Overseas Mutual Fund — Dividend

Fidelity Puritan Mutual Fund — Dividend

Fidelity Blue Chip Growth Mutual Fund — Dividend

Fidelity Cash Reserves — Interest

Fidelity US Bond Index — Dividend

Fidelity Ext. MKT Index Premium Class — Dividend

Fidelity Intl. Index Premium Class — Dividend — Sold (part)

Fidelity Intl. Treasury Bond Index — Dividend

Fidelity 500 Index Premium Class — Dividend

Vanguard Inflaction Protected SECs — Dividend

Vanguard Small Cap Value Index — Dividend

Fidelity Magellan Mutual Fund — Dividend — Sold (part)

Fidelity Ginnie Mae Fund — Dividend

Fidelity Growth & Income Mutual Fund — Dividend

Fidelity Intermediate Bond Mutual Fund — Dividend — Buy

Fidelity Govt. Money Market* — Interest

Fidelity Short Term Bond — Dividend — Buy

Vanguard Wellesley Inc. — Dividend

Doubleline Bond Fund — Dividend — Sold (part)

Ishares Silver — Interest

Ishares China ETF — Dividend — Sold (part)

Pro Shares Short Dow — Dividend

Pro Shares Ultrashort SC600 — Dividend

Pro Shares Ultra Short Cap — Dividend

Pro Shares SHort S&P 500 — Dividend

Pro Shares Short QQQ — Dividend

Fidelity Floating Rate High Income — Dividend — Sold (part)

IRA #3 (H)

Vanguard Total Stock Market Index Mutual Fund — Dividend

Alcoa Common Stock — Dividend

Coca Cola Common Stock — Dividend

Brokerage Account #1 (H)

Morgan Stanley Tax Free Daily Income Trust — Interest

Morgan Stanley Bank — Interest

PIMCO Short Term P — Dividend — Sold (part)

Western Ast Int Term Muni I — Dividend

Wells Fargo St Muni Bd INS — Dividend

Invesco Cons Inc. — Dividend — Buy

SPDR Nuveen Barclays Mun ETF — Dividend — Sold (part)

SPDR Nuveen Barclays Short ETF — Dividend

ISHARES Russell 1000 GRW ETF — Dividend

Deutsche X-Trackers MSCI EAF — Dividend

E V Income Fund of Boston I — Dividend — Sold (part)

Cambiar INTL Equity INV — Dividend

ISHARES Russell 1000 Value ETF — Dividend

PIMCO Foreign BD US $ Hedged P — Dividend

Wells Fargo Emerg Mrk EQ Inc. — Dividend — Buy

Delaware Value INSTL — Dividend

ISHARES RUSSELL 2000 Growth ETF — Dividend — Buy

Wells Fargo Special MDCP VL AD — Dividend

Hartford Midcap I — Dividend

ISHARES RUSSELL Midcap V ETF — Dividend

ISHARES RUSSELL Midcap G ETF — Dividend

Delware Inv Sm Cap Val INST — Dividend — Buy

Edgewood Growth Instl — Dividend

Harding Loevner Intl EQTY INSTL — Dividend — Sold (part)

T. Rowe Price QM US — Dividend — Buy

Wisdom Tree Jap — Dividend

ISHARES MSCI Japan ( ) — Dividend

Goldman Sachs Emeg — Dividend

Loomis Growth Y — Dividend

Oakmark International — Dividend

Matthews Asian Japan — Dividend

Blackrock Nat Mun — Int./Div.

IRA 4 (H) — Int./Div.

Lincoln S&P Cap — Interest

Lincoln S&P 500 — Interest

SEP Account 1 (H)

Vanguard Total Stock Market Index Mutual Fund — Dividend

Vanguard Prime Money Market Fund — Interest

Vanguard Wellesly — Dividend — Sold (part)

Wells Fargo Cash Account 1 — Interest

Wells Fargo Cash Account 2 — Interest

Wells Fargo Cash Account 3 — Interest

Bank of America Cash Account 1 — Interest

Amboy Bank Cash Account — Interest

Investment Account #2 (H)

Fidelity NJ Muni Money Market — Dividend

Fidelity Floating Rate — Dividend

Fidelity GNMA Fund — Dividend

Fidelity Cash Reserve — Dividend

Fidelity Convertible Securities — Dividend

Bank of America Cash Account 2 — Interest

Bank of America Cash Account 3 — Interest

Bank of America Cash Account 4 — Interest

Santander Cash Account — Interest

Investment Acount #3 (H)

Vanguard Growth & Income — Dividend

Vanguard Healthcare — Dividend

Vanguard Inter-Tax Exempt — Dividend

Vanguard Prime Mkt Fund — Dividend

Vanguard Total Stk Mk. — Dividend

Vanguard 500 Index — Dividend

Investment Account #4 (H)

Charles Schwab Money Market — Interest

Fidelity NY Muni Income — Dividend

Charles Schwab US REIT — Dividend

Powershares S&P — Dividend

Schwab International — Dividend

Investment Account #5 (H)

Charles Schwab Money Market — Interest

Osterweis Strategic — Dividend

USAA Tax Exempt — Dividend

Eastman Chemical — Dividend

Trust #4 (H)

Morgan Stanley Private Bank — Interest

America Fund C — Dividend

American Fundamental Inve — Dividend

American Cap Inc Builder C — Dividend — Sold (part)

American Bond Fund — Dividend — Buy

Blackrock Strat Inc Opp C — Dividend

Chase Checking — Interest

Trust #5 (H)

Chase Checking — Interest

ISHARES RUSSELL 2000 Value ETF — Dividend

Investors Bank — Interest

M&T Cash Acc — Interest

Mass Mutual Index Horizons — Interest

Chase Checking — Interest

Chase Savings — Interest

Trustee, Trust #1

Co-Trustee, Living Trust 2

Co-Trustee, GST Trust #4

Co-Trustee, GST Trust #5

President, Federal Magistrate Judges Association

Immediate Past President, Federal Magistrate Judges Association

Adjunct Professor, Rugters School of Law

Adjunct Professor, Fordham Law School

Trustee, Trust #1

Co-Trustee, Living Trust 2

Co-Trustee, GST Trust #4

Co-Trustee, GST Trust #5

President, Federal Magistrate Judges Association

Immediate Past President, Federal Magistrate Judges Association

Adjunct Professor, Rugters School of Law

Adjunct Professor, Fordham Law School

Agreement — 10/01/2021 — I am retiring on September 27, 2021. I have an agreement to join the Walsh, Pizzi, O'Reilly, Falanga law firm as counsel on October 1, 2021.

Agreement — 10/01/2021 — I am retiring on September 27, 2021. I have an agreement to join the Walsh, Pizzi, O'Reilly, Falanga law firm as counsel on October 1, 2021.

Income — 2020 — Fordham Law School-teaching — $2,500.00

Income — 2020 — Rutgers Law School-teaching — $1,886.00

Income — 2020 — Fordham Law School-teaching — $2,500.00

Income — 2020 — Rutgers Law School-teaching — $1,886.00

Spouse's income — 2020. — Self-employed (court stenography)

Spouse's income — 2020. — Self-employed (court stenography)

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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