Michael B. Kaplan

2020

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Pull out the substance of this filing.

What was filed

390
investments
3
positions
0
gifts
3
agreements
0
debts
0
reimbursements
9
income
6
spouse income

Named parties

Rutgers University School of Law
Rutgers-Salary
West Services-Royalty
National Conference of Bankruptcy
YMCA of Bucks County - Salary
Ohev Shalom of Bucks County - Salary

As filed

IRA # 1 (H)

TD Bank — Interest

IRA # 1 (H)

Ameriprise Insured money market — Int./Div.

RiverSource RAVA 5 Advantage Variable Annuity (H)

VP-US Flexible Mid Gr FD CL 2 — Int./Div. — Buy

SPDR S&P Bank ETF — Dividend — Sold

SPDR Bloomberg Barlays 1-3 Month T Bill ETF — Dividend — Buy

SPDR Bloomberg Barlays 1-3 Month T Bill ETF — Sold

Cohen Steers Infrastructure Fund common — Dividend — Sold

First Trust Dow Jones Internet ETF — Dividend — Sold

Invesco DB Basic Materials Fund EFT — Int./Div. — Sold

Raytheon Company common — Dividend — Sold

Royal Caribbean Cruises LTD common — Dividend — Sold

SPDR Series Trust S&P Homebuilders ETF — Int./Div. — Sold

SPDR S&P Aerospace & Defense ETF — Int./Div. — Sold

Waste Management common — Dividend — Sold

VISA Inc common — Dividend — Sold

Anthem Inc common — Dividend — Sold

Biotelemetry Inc common — Dividend — Sold

Caterpillar Inc common — Dividend — Sold

Ishares Iboxx Invest Grade Corp Bond ETF — Dividend — Sold

Nvidia Corp common — Dividend — Sold

US Commodity Index Fund ETF — Dividend — Sold

US Foods Holding Corp common — Dividend — Sold

Burlington Stores Inc common — Dividend — Sold

Citizens Financial Group Inc common — Dividend — Sold

Cummins Inc common — Dividend — Sold

Home Depot common — Dividend — Sold

Ishares S&P GSCI Commodity Index Trust ETF — Dividend — Sold

Ishares MSCI Eurozone ETF — Dividend — Sold

Ishares Floating Rate Bond ETF — Dividend — Sold (part)

Ishares Floating Rate Bond ETF — Sold

Ishares MSCI Japan ETF — Dividend — Sold

US Treasury Note w48 — Interest — Sold

US Treasury Note v23 — Interest — Sold

US Treasury Note v80 — Interest — Sold

US Treasury Note v98 — Interest — Sold

US Treasury Note w71 — Interest — Sold

US Treasury Note m56 — Interest — Sold

JPMorgan Chase Financial BUF ENH Note TG8 — Interest — Redeemed

UGI Corp common — Dividend — Sold

Morgan Stanley common — Dividend — Sold

Schwab US TIPS ETF — Dividend — Sold

Smucker JM Company New common — Dividend — Sold

Union Pacific Corp common — Dividend — Sold

Clorox Corp common — Dividend — Sold

Ishares IBOXX Hi Yld Corp Bond ETF — Dividend — Sold

Vanguard ST Bond ETF — Dividend — Buy (add'l)

Vanguard ST Bond ETF — Sold (part)

Vanguard ST Bond ETF — Sold

Vanguard LT Bond Index ETF — Dividend — Buy

Vanguard LT Bond Index ETF — Dividend — Sold (part)

Vanguard LT Bond Index ETF — Dividend — Sold

Vanguard Total Corp Bond ETF — Dividend — Buy

Vanguard Total Corp Bond ETF — Dividend — Sold (part)

Vanguard Total Corp Bond ETF — Dividend — Sold

Vanguard S&P 500 Index ETF — Dividend — Buy

Vanguard S&P 500 Index ETF — Dividend — Sold

Arbor Realty Trust common — Dividend — Buy

Arbor Realty Trust common — Dividend — Sold

RH common — Dividend — Buy

RH common — Dividend — Sold

Splunk Inc common — Dividend — Buy

Splunk Inc common — Dividend — Sold

TJX COS Inc common — Dividend — Buy

TJX COS Inc common — Dividend — Sold

Trex Co Inc common — Dividend — Buy

Trex Co Inc common — Dividend — Sold

Dow Inc common — Dividend — Buy

Dow Inc common — Dividend — Buy (add'l)

Dow Inc common — Dividend — Sold

Carnival Corp Paired CTF 1 common — Dividend — Buy

Carnival Corp Paired CTF 1 common — Dividend — Sold

Clorox common — Dividend — Buy

Clorox common — Dividend — Sold

Costco common — Dividend — Buy

Costco common — Dividend — Sold

Walt Disney common — Dividend — Buy

Walt Disney common — Dividend — Buy (add'l)

Walt Disney common — Dividend — Sold

Dollar General common — Dividend — Buy

Dollar General common — Dividend — Sold

Home Depot common — Dividend — Buy

Home Depot common — Dividend — Sold

Microsoft common — Dividend — Buy

Microsoft common — Dividend — Sold

Pepsico Inc common — Dividend — Buy

Pepsico Inc common — Dividend — Sold

Proctor and Gamble common — Dividend — Buy

Proctor and Gamble common — Dividend — Sold

Replegen Corp common — Dividend — Buy

Replegen Corp common — Dividend — Sold

Walmart common — Dividend — Buy

Walmart common — Dividend — Sold

BP PLC SPON ADR — Dividend — Buy

BP PLC SPON ADR — Dividend — Sold

Exxon Mobil common — Dividend — Buy

Exxon Mobil common — Dividend — Sold

IRA # 2 (H)

Ameriprise Insured money market — Int./Div.

Amazon common — Dividend — Sold

Ishares5-10 Year Inv Grade Corp Bond ETF — Int./Div.

Invesco Corp Bond CL Y mutual fund — Dividend

Ishares Short Treasure Bond ETF — Int./Div. — Buy

Vanguard Total Bond Market ETF — Int./Div. — Buy

Coca Cola common — Dividend — Sold

Vanguard Large Cap ETF — Int./Div. — Buy

Vanguard Large Cap ETF — Sold

Invesco Senior Loan ETF — Int./Div.

CME Group common — Dividend — Sold

US Treasury Note xb1 — Interest

US Treasury Note j27 — Interest

US Treasury Note x70 — Interest

Ameriprise Insured Money Market — Dividend — Sold (part)

Ameriprise Insured Money Market — Sold (part)

NJ Economic Dev Auth St Pension 2/15/21 Zero Coupon Bond — Interest

Best of America IV Variable Rate Annuity (H) — Sold

NW NVIT Mny Mkt 1 — Int./Div. — Sold

NW NVIT Multi Mgr Mdcap GR 1 — Int./Div. — Sold

NW NVIT Mult Mgr Intl GR III — Int./Div. — Sold

NW NVIT Real Est 1 — Int./Div. — Sold

RiverSource Life Insurance RAVA 5 Advantage Variable Annuity (H)

VP-US Flexible Growth Fd CL 2 — Buy

TIAA 401a (H)

TIAA Traditional — Int./Div.

CREF Equity Index R3 — Int./Div.

CREF Bond Market R3 — Int./Div.

CREF Stock R3 — Int./Div. — Sold

CREF Stable Value — Int./Div.

CREF Growth R3 (X) — Int./Div. — Sold

Ameriprise Insured money market — Int./Div.

RiverSource RAVA 5 Advantage Variable Annuity (H)

VP-US Flexible Mid Gr FD CL 2 — Int./Div. — Buy

SPDR S&P Bank ETF — Dividend — Sold

SPDR Bloomberg Barlays 1-3 Month T Bill ETF — Dividend — Buy

SPDR Bloomberg Barlays 1-3 Month T Bill ETF — Sold

Cohen Steers Infrastructure Fund common — Dividend — Sold

First Trust Dow Jones Internet ETF — Dividend — Sold

Invesco DB Basic Materials Fund EFT — Int./Div. — Sold

Raytheon Company common — Dividend — Sold

Royal Caribbean Cruises LTD common — Dividend — Sold

SPDR Series Trust S&P Homebuilders ETF — Int./Div. — Sold

SPDR S&P Aerospace & Defense ETF — Int./Div. — Sold

Waste Management common — Dividend — Sold

VISA Inc common — Dividend — Sold

Anthem Inc common — Dividend — Sold

Biotelemetry Inc common — Dividend — Sold

Caterpillar Inc common — Dividend — Sold

Ishares Iboxx Invest Grade Corp Bond ETF — Dividend — Sold

Nvidia Corp common — Dividend — Sold

US Commodity Index Fund ETF — Dividend — Sold

US Foods Holding Corp common — Dividend — Sold

Burlington Stores Inc common — Dividend — Sold

Citizens Financial Group Inc common — Dividend — Sold

Cummins Inc common — Dividend — Sold

Home Depot common — Dividend — Sold

Ishares S&P GSCI Commodity Index Trust ETF — Dividend — Sold

Ishares MSCI Eurozone ETF — Dividend — Sold

Ishares Floating Rate Bond ETF — Dividend — Sold (part)

Ishares Floating Rate Bond ETF — Sold

Ishares MSCI Japan ETF — Dividend — Sold

US Treasury Note w48 — Interest — Sold

US Treasury Note v23 — Interest — Sold

US Treasury Note v80 — Interest — Sold

US Treasury Note v98 — Interest — Sold

US Treasury Note w71 — Interest — Sold

US Treasury Note m56 — Interest — Sold

JPMorgan Chase Financial BUF ENH Note TG8 — Interest — Redeemed

UGI Corp common — Dividend — Sold

Morgan Stanley common — Dividend — Sold

Schwab US TIPS ETF — Dividend — Sold

Smucker JM Company New common — Dividend — Sold

Union Pacific Corp common — Dividend — Sold

Clorox Corp common — Dividend — Sold

Ishares IBOXX Hi Yld Corp Bond ETF — Dividend — Sold

Vanguard ST Bond ETF — Dividend — Buy (add'l)

Vanguard ST Bond ETF — Sold (part)

Vanguard ST Bond ETF — Sold

Vanguard LT Bond Index ETF — Dividend — Buy

Vanguard LT Bond Index ETF — Dividend — Sold (part)

Vanguard LT Bond Index ETF — Dividend — Sold

Vanguard Total Corp Bond ETF — Dividend — Buy

Vanguard Total Corp Bond ETF — Dividend — Sold (part)

Vanguard Total Corp Bond ETF — Dividend — Sold

Vanguard S&P 500 Index ETF — Dividend — Buy

Vanguard S&P 500 Index ETF — Dividend — Sold

Arbor Realty Trust common — Dividend — Buy

Arbor Realty Trust common — Dividend — Sold

RH common — Dividend — Buy

RH common — Dividend — Sold

Splunk Inc common — Dividend — Buy

Splunk Inc common — Dividend — Sold

TJX COS Inc common — Dividend — Buy

TJX COS Inc common — Dividend — Sold

Trex Co Inc common — Dividend — Buy

Trex Co Inc common — Dividend — Sold

Dow Inc common — Dividend — Buy

Dow Inc common — Dividend — Buy (add'l)

Dow Inc common — Dividend — Sold

Carnival Corp Paired CTF 1 common — Dividend — Buy

Carnival Corp Paired CTF 1 common — Dividend — Sold

Clorox common — Dividend — Buy

Clorox common — Dividend — Sold

Costco common — Dividend — Buy

Costco common — Dividend — Sold

Walt Disney common — Dividend — Buy

Walt Disney common — Dividend — Buy (add'l)

Walt Disney common — Dividend — Sold

Dollar General common — Dividend — Buy

Dollar General common — Dividend — Sold

Home Depot common — Dividend — Buy

Home Depot common — Dividend — Sold

Microsoft common — Dividend — Buy

Microsoft common — Dividend — Sold

Pepsico Inc common — Dividend — Buy

Pepsico Inc common — Dividend — Sold

Proctor and Gamble common — Dividend — Buy

Proctor and Gamble common — Dividend — Sold

Replegen Corp common — Dividend — Buy

Replegen Corp common — Dividend — Sold

Walmart common — Dividend — Buy

Walmart common — Dividend — Sold

BP PLC SPON ADR — Dividend — Buy

BP PLC SPON ADR — Dividend — Sold

Exxon Mobil common — Dividend — Buy

Exxon Mobil common — Dividend — Sold

IRA # 2 (H)

Ameriprise Insured money market — Int./Div.

Amazon common — Dividend — Sold

Ishares5-10 Year Inv Grade Corp Bond ETF — Int./Div.

Invesco Corp Bond CL Y mutual fund — Dividend

Ishares Short Treasure Bond ETF — Int./Div. — Buy

Vanguard Total Bond Market ETF — Int./Div. — Buy

Coca Cola common — Dividend — Sold

Vanguard Large Cap ETF — Int./Div. — Buy

Vanguard Large Cap ETF — Sold

Invesco Senior Loan ETF — Int./Div.

CME Group common — Dividend — Sold

US Treasury Note xb1 — Interest

US Treasury Note j27 — Interest

US Treasury Note x70 — Interest

Ameriprise Insured Money Market — Dividend — Sold (part)

Ameriprise Insured Money Market — Sold (part)

NJ Economic Dev Auth St Pension 2/15/21 Zero Coupon Bond — Interest

Best of America IV Variable Rate Annuity (H) — Sold

NW NVIT Mny Mkt 1 — Int./Div. — Sold

NW NVIT Multi Mgr Mdcap GR 1 — Int./Div. — Sold

NW NVIT Mult Mgr Intl GR III — Int./Div. — Sold

NW NVIT Real Est 1 — Int./Div. — Sold

RiverSource Life Insurance RAVA 5 Advantage Variable Annuity (H)

VP-US Flexible Growth Fd CL 2 — Buy

TIAA 401a (H)

TIAA Traditional — Int./Div.

CREF Equity Index R3 — Int./Div.

CREF Bond Market R3 — Int./Div.

CREF Stock R3 — Int./Div. — Sold

CREF Stable Value — Int./Div.

CREF Growth R3 (X) — Int./Div. — Sold

IRA # 1 (H)

Ameriprise Insured money market — Int./Div.

RiverSource RAVA 5 Advantage Variable Annuity (H)

VP-US Flexible Mid Gr FD CL 2 — Int./Div. — Buy

SPDR S&P Bank ETF — Dividend — Sold

SPDR Bloomberg Barlays 1-3 Month T Bill ETF — Dividend — Buy

SPDR Bloomberg Barlays 1-3 Month T Bill ETF — Sold

Cohen Steers Infrastructure Fund common — Dividend — Sold

First Trust Dow Jones Internet ETF — Dividend — Sold

Invesco DB Basic Materials Fund EFT — Int./Div. — Sold

Raytheon Company common — Dividend — Sold

Royal Caribbean Cruises LTD common — Dividend — Sold

SPDR Series Trust S&P Homebuilders ETF — Int./Div. — Sold

SPDR S&P Aerospace & Defense ETF — Int./Div. — Sold

Waste Management common — Dividend — Sold

VISA Inc common — Dividend — Sold

Anthem Inc common — Dividend — Sold

Biotelemetry Inc common — Dividend — Sold

Caterpillar Inc common — Dividend — Sold

Ishares Iboxx Invest Grade Corp Bond ETF — Dividend — Sold

Nvidia Corp common — Dividend — Sold

US Commodity Index Fund ETF — Dividend — Sold

US Foods Holding Corp common — Dividend — Sold

Burlington Stores Inc common — Dividend — Sold

Citizens Financial Group Inc common — Dividend — Sold

Cummins Inc common — Dividend — Sold

Home Depot common — Dividend — Sold

Ishares S&P GSCI Commodity Index Trust ETF — Dividend — Sold

Ishares MSCI Eurozone ETF — Dividend — Sold

Ishares Floating Rate Bond ETF — Dividend — Sold (part)

Ishares Floating Rate Bond ETF — Sold

Ishares MSCI Japan ETF — Dividend — Sold

US Treasury Note w48 — Interest — Sold

US Treasury Note v23 — Interest — Sold

US Treasury Note v80 — Interest — Sold

US Treasury Note v98 — Interest — Sold

US Treasury Note w71 — Interest — Sold

US Treasury Note m56 — Interest — Sold

JPMorgan Chase Financial BUF ENH Note TG8 — Interest — Redeemed

UGI Corp common — Dividend — Sold

Morgan Stanley common — Dividend — Sold

Schwab US TIPS ETF — Dividend — Sold

Smucker JM Company New common — Dividend — Sold

Union Pacific Corp common — Dividend — Sold

Clorox Corp common — Dividend — Sold

Ishares IBOXX Hi Yld Corp Bond ETF — Dividend — Sold

Vanguard ST Bond ETF — Dividend — Buy (add'l)

Vanguard ST Bond ETF — Sold (part)

Vanguard ST Bond ETF — Sold

Vanguard LT Bond Index ETF — Dividend — Buy

Vanguard LT Bond Index ETF — Dividend — Sold (part)

Vanguard LT Bond Index ETF — Dividend — Sold

Vanguard Total Corp Bond ETF — Dividend — Buy

Vanguard Total Corp Bond ETF — Dividend — Sold (part)

Vanguard Total Corp Bond ETF — Dividend — Sold

Vanguard S&P 500 Index ETF — Dividend — Buy

Vanguard S&P 500 Index ETF — Dividend — Sold

Arbor Realty Trust common — Dividend — Buy

Arbor Realty Trust common — Dividend — Sold

RH common — Dividend — Buy

RH common — Dividend — Sold

Splunk Inc common — Dividend — Buy

Splunk Inc common — Dividend — Sold

TJX COS Inc common — Dividend — Buy

TJX COS Inc common — Dividend — Sold

Trex Co Inc common — Dividend — Buy

Trex Co Inc common — Dividend — Sold

Dow Inc common — Dividend — Buy

Dow Inc common — Dividend — Buy (add'l)

Dow Inc common — Dividend — Sold

Carnival Corp Paired CTF 1 common — Dividend — Buy

Carnival Corp Paired CTF 1 common — Dividend — Sold

Clorox common — Dividend — Buy

Clorox common — Dividend — Sold

Costco common — Dividend — Buy

Costco common — Dividend — Sold

Walt Disney common — Dividend — Buy

Walt Disney common — Dividend — Buy (add'l)

Walt Disney common — Dividend — Sold

Dollar General common — Dividend — Buy

Dollar General common — Dividend — Sold

Home Depot common — Dividend — Buy

Home Depot common — Dividend — Sold

Microsoft common — Dividend — Buy

Microsoft common — Dividend — Sold

Pepsico Inc common — Dividend — Buy

Pepsico Inc common — Dividend — Sold

Proctor and Gamble common — Dividend — Buy

Proctor and Gamble common — Dividend — Sold

Replegen Corp common — Dividend — Buy

Replegen Corp common — Dividend — Sold

Walmart common — Dividend — Buy

Walmart common — Dividend — Sold

BP PLC SPON ADR — Dividend — Buy

BP PLC SPON ADR — Dividend — Sold

Exxon Mobil common — Dividend — Buy

Exxon Mobil common — Dividend — Sold

IRA # 2 (H)

Ameriprise Insured money market — Int./Div.

Amazon common — Dividend — Sold

Ishares5-10 Year Inv Grade Corp Bond ETF — Int./Div.

Invesco Corp Bond CL Y mutual fund — Dividend

Ishares Short Treasure Bond ETF — Int./Div. — Buy

Vanguard Total Bond Market ETF — Int./Div. — Buy

Coca Cola common — Dividend — Sold

Vanguard Large Cap ETF — Int./Div. — Buy

Vanguard Large Cap ETF — Sold

Invesco Senior Loan ETF — Int./Div.

CME Group common — Dividend — Sold

US Treasury Note xb1 — Interest

US Treasury Note j27 — Interest

US Treasury Note x70 — Interest

Ameriprise Insured Money Market — Dividend — Sold (part)

Ameriprise Insured Money Market — Sold (part)

NJ Economic Dev Auth St Pension 2/15/21 Zero Coupon Bond — Interest

Best of America IV Variable Rate Annuity (H) — Sold

NW NVIT Mny Mkt 1 — Int./Div. — Sold

NW NVIT Multi Mgr Mdcap GR 1 — Int./Div. — Sold

NW NVIT Mult Mgr Intl GR III — Int./Div. — Sold

NW NVIT Real Est 1 — Int./Div. — Sold

RiverSource Life Insurance RAVA 5 Advantage Variable Annuity (H)

VP-US Flexible Growth Fd CL 2 — Buy

TIAA 401a (H)

TIAA Traditional — Int./Div.

CREF Equity Index R3 — Int./Div.

CREF Bond Market R3 — Int./Div.

CREF Stock R3 — Int./Div. — Sold

CREF Stable Value — Int./Div.

CREF Growth R3 (X) — Int./Div. — Sold

TD Bank — Interest

Adjunct Professor, Rutgers University School of Law

Agreement — Open ended — Thomson Rueters Publishing Agreement, 5% royalty on sales of Consumer Bankruptcy Manual

Income — 2020 — Rutgers-Salary — $9,397.00

Income — 2020 — West Services-Royalty — $2,291.00

Income — 2020 — National Conference of Bankruptcy — $6,000.00

Income — 2020 — Rutgers-Salary — $9,397.00

Income — 2020 — West Services-Royalty — $2,291.00

Income — 2020 — National Conference of Bankruptcy — $6,000.00

Income — 2020 — Rutgers-Salary — $9,397.00

Income — 2020 — West Services-Royalty — $2,291.00

Income — 2020 — National Conference of Bankruptcy — $6,000.00

Spouse's income — 2020 — YMCA of Bucks County - Salary

Spouse's income — 2020 — Ohev Shalom of Bucks County - Salary

Spouse's income — 2020 — YMCA of Bucks County - Salary

Spouse's income — 2020 — Ohev Shalom of Bucks County - Salary

Spouse's income — 2020 — YMCA of Bucks County - Salary

Spouse's income — 2020 — Ohev Shalom of Bucks County - Salary

Part VII, Line 101- Name changed from Ishares Intermediate Term Corp Bond ETF to Ishares 5-10 Year Investment Grade Corp Bond ETF

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.