# Steven M. Gold

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33515

## Record

- **Judge:** Steven M. Gold
- **Year:** 2020
- **Pages:** 9

## Text

CHASE CHECKING — Interest
CHASE PLUS SAVING — Interest
CHASE DYNAMIC YIELD STRAT.
Cohen & Steers Pref's Sec & Inc — Int./Div. — Buy (add'l)
Cohen & Steers Pref's Sec & Inc — Sold (part)
Matthews Asia Divided — Int./Div. — Buy (add'l)
Matthews Asia Divided — Sold (part)
Blackrock High Yield Bond — Int./Div. — Sold (part)
Blackrock High Yield Bond — Sold (part)
Doubleline Total Return — Int./Div. — Sold (part)
Doubleline Total Return — Sold (part)
TRP Inst Floating Rate — Int./Div. — Sold
Metropolitan West Funds — Int./Div.
Lord Abbett Invt Tr — Int./Div. — Sold (part)
Federated Inst Hi Yld Bond — Int./Div. — Sold (part)
Nuveen Invt Tr V Pfd Secs Cl R — Int./Div. — Sold (part)
John Hancock II Str Inc I — Interest — Sold
Pimco Mortgage Opportunities — Int./Div. — Buy (add'l)
Pimco Mortgage Opportunities — Sold (part)
Muzinch Low Durat- Supr Inst — Int./Div. — Sold (part)
Metropolitan West t/r — Int./Div. — Sold
MFS Ser Tr III Muni — Int./Div. — Sold (part)
MFS Municipal High — Int./Div.
Vanguard Div Appr — Int./Div. — Sold (part)
Vanguard Div Appr — Sold (part)
Vanguard Div Appr — Sold (part)
Vanguard Div Appr — Sold (part)
Pimco Dynamic Bond — Int./Div. — Sold (part)
Mainstay McKay High Yield — Int./Div. — Sold (part)
Hartford Mut Funds Core Equity — Int./Div. — Sold (part)
Hartford Mut Funds Core Equity — Sold (part)
Hartford Mut Funds Core Equity — Sold (part)
Ishares Short Term Corp Bond — Int./Div. — Sold
Fidelity Real Est Inc — Int./Div. — Sold (part)
Ishares Treasury Bond — Int./Div. — Buy (add'l)
Ishares Treasury Bond — Sold (part)
Ishares Treasury Bond — Buy (add'l)
Ishares Treasury Bond — Sold (part)
Pear Tree Polaris Foreign Val — Int./Div. — Sold
VANGUARD HEALTHCARE FUND IRA — Dividend
T ROWE PRICE RTMNT. PLAN
T Rowe Price Personal Strategy(renamed Spectrum) Fund 403(b) — Dividend
T Rowe Price Health Sciences Fund 403(b) — Dividend
T Rowe Price Prime Reserve(renamed Govt) Fund 403(b) — Dividend
REFORM PENSION BOARD 403(b)
Ref. Pens Bd. Apprecn &Inc. Fund 403(b) — Int./Div. — Buy (add'l)
Reform Jewish Values Fund — Int./Div. — Buy (add'l)
UBS WEALTH MNGMNT ACCT
Vanguard S&P 500 X — Dividend
Three Certificates of Deposit X — Interest — Matured (part)
Cash — Int./Div.
City of NY Muni Bonds — Int./Div. — Buy
Costco Wholeal Stock — Int./Div. — Buy
Merk Stock — Int./Div. — Buy
Nextera Energy Stock — Int./Div. — Buy
UBS IRA
Cash — Int./Div. — Buy
CHASE CHECKING — Interest
CHASE PLUS SAVING — Interest
CHASE DYNAMIC YIELD STRAT.
Cohen & Steers Pref's Sec & Inc — Int./Div. — Buy (add'l)
Cohen & Steers Pref's Sec & Inc — Sold (part)
Matthews Asia Divided — Int./Div. — Buy (add'l)
Matthews Asia Divided — Sold (part)
Blackrock High Yield Bond — Int./Div. — Sold (part)
Blackrock High Yield Bond — Sold (part)
Doubleline Total Return — Int./Div. — Sold (part)
Doubleline Total Return — Sold (part)
TRP Inst Floating Rate — Int./Div. — Sold
Metropolitan West Funds — Int./Div.
Lord Abbett Invt Tr — Int./Div. — Sold (part)
Federated Inst Hi Yld Bond — Int./Div. — Sold (part)
Nuveen Invt Tr V Pfd Secs Cl R — Int./Div. — Sold (part)
John Hancock II Str Inc I — Interest — Sold
Pimco Mortgage Opportunities — Int./Div. — Buy (add'l)
Pimco Mortgage Opportunities — Sold (part)
Muzinch Low Durat- Supr Inst — Int./Div. — Sold (part)
Metropolitan West t/r — Int./Div. — Sold
MFS Ser Tr III Muni — Int./Div. — Sold (part)
MFS Municipal High — Int./Div.
Vanguard Div Appr — Int./Div. — Sold (part)
Vanguard Div Appr — Sold (part)
Vanguard Div Appr — Sold (part)
Vanguard Div Appr — Sold (part)
Pimco Dynamic Bond — Int./Div. — Sold (part)
Mainstay McKay High Yield — Int./Div. — Sold (part)
Hartford Mut Funds Core Equity — Int./Div. — Sold (part)
Hartford Mut Funds Core Equity — Sold (part)
Hartford Mut Funds Core Equity — Sold (part)
Ishares Short Term Corp Bond — Int./Div. — Sold
Fidelity Real Est Inc — Int./Div. — Sold (part)
Ishares Treasury Bond — Int./Div. — Buy (add'l)
Ishares Treasury Bond — Sold (part)
Ishares Treasury Bond — Buy (add'l)
Ishares Treasury Bond — Sold (part)
Pear Tree Polaris Foreign Val — Int./Div. — Sold
VANGUARD HEALTHCARE FUND IRA — Dividend
T ROWE PRICE RTMNT. PLAN
T Rowe Price Personal Strategy(renamed Spectrum) Fund 403(b) — Dividend
T Rowe Price Health Sciences Fund 403(b) — Dividend
T Rowe Price Prime Reserve(renamed Govt) Fund 403(b) — Dividend
REFORM PENSION BOARD 403(b)
Ref. Pens Bd. Apprecn &Inc. Fund 403(b) — Int./Div. — Buy (add'l)
Reform Jewish Values Fund — Int./Div. — Buy (add'l)
UBS WEALTH MNGMNT ACCT
Vanguard S&P 500 X — Dividend
Three Certificates of Deposit X — Interest — Matured (part)
Cash — Int./Div.
City of NY Muni Bonds — Int./Div. — Buy
Costco Wholeal Stock — Int./Div. — Buy
Merk Stock — Int./Div. — Buy
Nextera Energy Stock — Int./Div. — Buy
UBS IRA
Cash — Int./Div. — Buy
CHASE CHECKING — Interest
CHASE PLUS SAVING — Interest
CHASE DYNAMIC YIELD STRAT.
Cohen & Steers Pref's Sec & Inc — Int./Div. — Buy (add'l)
Cohen & Steers Pref's Sec & Inc — Sold (part)
Matthews Asia Divided — Int./Div. — Buy (add'l)
Matthews Asia Divided — Sold (part)
Blackrock High Yield Bond — Int./Div. — Sold (part)
Blackrock High Yield Bond — Sold (part)
Doubleline Total Return — Int./Div. — Sold (part)
Doubleline Total Return — Sold (part)
TRP Inst Floating Rate — Int./Div. — Sold
Metropolitan West Funds — Int./Div.
Lord Abbett Invt Tr — Int./Div. — Sold (part)
Federated Inst Hi Yld Bond — Int./Div. — Sold (part)
Nuveen Invt Tr V Pfd Secs Cl R — Int./Div. — Sold (part)
John Hancock II Str Inc I — Interest — Sold
Pimco Mortgage Opportunities — Int./Div. — Buy (add'l)
Pimco Mortgage Opportunities — Sold (part)
Muzinch Low Durat- Supr Inst — Int./Div. — Sold (part)
Metropolitan West t/r — Int./Div. — Sold
MFS Ser Tr III Muni — Int./Div. — Sold (part)
MFS Municipal High — Int./Div.
Vanguard Div Appr — Int./Div. — Sold (part)
Vanguard Div Appr — Sold (part)
Vanguard Div Appr — Sold (part)
Vanguard Div Appr — Sold (part)
Pimco Dynamic Bond — Int./Div. — Sold (part)
Mainstay McKay High Yield — Int./Div. — Sold (part)
Hartford Mut Funds Core Equity — Int./Div. — Sold (part)
Hartford Mut Funds Core Equity — Sold (part)
Hartford Mut Funds Core Equity — Sold (part)
Ishares Short Term Corp Bond — Int./Div. — Sold
Fidelity Real Est Inc — Int./Div. — Sold (part)
Ishares Treasury Bond — Int./Div. — Buy (add'l)
Ishares Treasury Bond — Sold (part)
Ishares Treasury Bond — Buy (add'l)
Ishares Treasury Bond — Sold (part)
Pear Tree Polaris Foreign Val — Int./Div. — Sold
VANGUARD HEALTHCARE FUND IRA — Dividend
T ROWE PRICE RTMNT. PLAN
T Rowe Price Personal Strategy(renamed Spectrum) Fund 403(b) — Dividend
T Rowe Price Health Sciences Fund 403(b) — Dividend
T Rowe Price Prime Reserve(renamed Govt) Fund 403(b) — Dividend
REFORM PENSION BOARD 403(b)
Ref. Pens Bd. Apprecn &Inc. Fund 403(b) — Int./Div. — Buy (add'l)
Reform Jewish Values Fund — Int./Div. — Buy (add'l)
UBS WEALTH MNGMNT ACCT
Vanguard S&P 500 X — Dividend
Three Certificates of Deposit X — Interest — Matured (part)
Cash — Int./Div.
City of NY Muni Bonds — Int./Div. — Buy
Costco Wholeal Stock — Int./Div. — Buy
Merk Stock — Int./Div. — Buy
Nextera Energy Stock — Int./Div. — Buy
UBS IRA
Cash — Int./Div. — Buy
Board Member
Board Member
Board Member
Agreement — 12/4/19 — JAMS - to commence employment some time in late Janaury 2021. This has been reported to the AO pursuant to the Stock Act.
Agreement — 12/4/19 — JAMS - to commence employment some time in late Janaury 2021. This has been reported to the AO pursuant to the Stock Act.
Agreement — 12/4/19 — JAMS - to commence employment some time in late Janaury 2021. This has been reported to the AO pursuant to the Stock Act.
Spouse's income — Salary/Executive Director,
Spouse's income — Salary/Executive Director,
Spouse's income — Salary/Executive Director,
1) Part VII, Lines 3, 41, 45, 48, and 56 are headers.
2) The acquisitions for the Reform Pension Board accounts reported on Lines 81-83 are stated in this report as having been made on January 1, 2020, as a matter
of convenience only; the acquisitions were in fact made on multiple occasions throughout the year as part of employer contributions and payroll
deductions. The precise dates are irregular and not readily available to me.
3) I described the acquisitions on lines 52-55 and 57 with the term "buy." This is somewhat inaccurate; these assets were held by who passed
away in April 2020 and were subsequently inherited by (there was, as the acquisition dates suggest, a delay in transferring the IRA account). There
does not seem to be a drop down choice to select for an inheritance other than "buy."

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33515. Public record. Not legal advice.