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What was filed

  • 122

    investments

  • 8

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • ASSOCIATION OF THE FEDERAL BAR
  • NATIONAL CONFERENCE OF BANKRUPTCY JUDGES CORNELIUS BLACKSHEAR SCHOLARSHIP COMMITTEE
  • ABI MID-ATLANTIC CONFERENCE
  • NATIONAL CONFERENCE OF BANKRUPTCY JUDGES
  • West Services Inc. - book royalties
  • Becker Meisel LLC - draw and membership distribution "Self Employed Attorney"

As filed

TD Bank Cash Accounts — Int./Div.

Hooper Holmes (a) — Dividend

Targa Resources Pfd 9% (a) — Interest — Sold

Calamos Strategic Total Return (a) — Dividend

Intel Corp (a) — Dividend

Franklin Income Fund (a) — Dividend

Citigroup Note 10% 8/19/35 (a) — Int./Div.

United States Oil Fund (a) — Dividend

US Bank N.A. (a) Cash Account — Interest

1. Becker LLC 401(k) Plan (a) H

2. Blackrock Lifepath Inde 2035 — Int./Div.

1. Becker LLC 401 (k) Plan (c) H

2. Blackrock Lifepath Index 2035 — Int./Div.

3. Blackrock Lifepath Index 2060 — Int./Div.

4. John Hancock Bond Fund — Interest

5. Blue Chip Growth Fund — Int./Div.

6. 500 Index Fund — Int./Div.

7. Invesco International Growth — Int./Div.

8. DFA U.S. Small Cap Fund — Int./Div.

Franklin Income Fund 529 Plan (d) — Dividend

Alibaba (b) — Dividend

American Int'l Group (b) — Dividend

Exxon Mobil (b) — Dividend

Targa Resources Pfd (b) — Interest — Sold

Citibank CD (b) — Interest

EPR PPTYS 5.75 PFD (b) — Dividend

Morgan Stanley 10% due 08/19/33 (b) — Int./Div.

Vornado Rlty PFD (b) — Dividend

Insured (c) Cash Account — Interest

Alibaba (c) — Dividend

Citibank CD 209% 11/15/33 (c) — Int./Div.

Citigroup Note 10% 11/26/34 (c) — Int./Div.

JP Morgan Chase CD 10% 7/21/34 (c) — Int./Div.

Franklin Income Fund (c) — Dividend

Exxon Mobil (d) — Dividend

Targa Resources PFD 9% (a) — Interest — Sold

TransAmerica Universal Life Insurance (a) — Dividend

1. Mass Mutual Variable Universal Life Insurance (c) policy 710 (H)

2. -MML Equity Index (c) — Dividend

3. -Oppenheimer Main Street/Invesco Opp Total Return Bond (merged) — Dividend

4. -MML Money Market — Dividend

5. -Invesco Oppenheimer Total Return Bond — Dividend

6. -Janus Henderson Glbl Research — Dividend

1. Mass Mutual Variable Universal Life Insurance (c) policy 712 (H)

2. -MML Equity Index (c) — Dividend

3. -Invesco Opp V.I. Main St/Oppenheimer Main Street (merged) — Dividend

4. -MML Money Market — Dividend

5. -Invesco Oppenheimer Total Return Bond — Dividend

6. -Janus Henderson Glbl Research — Dividend

Seelaus Money Market (c) cash account — Interest

Seelaus Money Market (a) cash account — Interest

Seelaus Money Market (b) cash account — Interest

Seelaus Money Market (d) cash account — Interest

Citigroup Inc Med Term 2/27/35 (b) — Interest

United Sts Stl New 6.65% 6/1/37 (b) — Interest

iShares TR Russell 2000 ETF (b) — Dividend — Buy

SPDR S&P 500 ETF (b) — None — Buy

SPDR S&P 500 ETF (b) — None — Buy (add'l)

SPDR S&P 500 ETF (b) — None — Sold (part)

SPDR S&P 500 ETF (b) — None — Sold (part)

Disney Walt Co Disney Com (b) — None — Buy

TD Bank Cash Accounts — Int./Div.

Hooper Holmes (a) — Dividend

Targa Resources Pfd 9% (a) — Interest — Sold

Calamos Strategic Total Return (a) — Dividend

Intel Corp (a) — Dividend

Franklin Income Fund (a) — Dividend

Citigroup Note 10% 8/19/35 (a) — Int./Div.

United States Oil Fund (a) — Dividend

US Bank N.A. (a) Cash Account — Interest

1. Becker LLC 401(k) Plan (a) H

2. Blackrock Lifepath Inde 2035 — Int./Div.

1. Becker LLC 401 (k) Plan (c) H

2. Blackrock Lifepath Index 2035 — Int./Div.

3. Blackrock Lifepath Index 2060 — Int./Div.

4. John Hancock Bond Fund — Interest

5. Blue Chip Growth Fund — Int./Div.

6. 500 Index Fund — Int./Div.

7. Invesco International Growth — Int./Div.

8. DFA U.S. Small Cap Fund — Int./Div.

Franklin Income Fund 529 Plan (d) — Dividend

Alibaba (b) — Dividend

American Int'l Group (b) — Dividend

Exxon Mobil (b) — Dividend

Targa Resources Pfd (b) — Interest — Sold

Citibank CD (b) — Interest

EPR PPTYS 5.75 PFD (b) — Dividend

Morgan Stanley 10% due 08/19/33 (b) — Int./Div.

Vornado Rlty PFD (b) — Dividend

Insured (c) Cash Account — Interest

Alibaba (c) — Dividend

Citibank CD 209% 11/15/33 (c) — Int./Div.

Citigroup Note 10% 11/26/34 (c) — Int./Div.

JP Morgan Chase CD 10% 7/21/34 (c) — Int./Div.

Franklin Income Fund (c) — Dividend

Exxon Mobil (d) — Dividend

Targa Resources PFD 9% (a) — Interest — Sold

TransAmerica Universal Life Insurance (a) — Dividend

1. Mass Mutual Variable Universal Life Insurance (c) policy 710 (H)

2. -MML Equity Index (c) — Dividend

3. -Oppenheimer Main Street/Invesco Opp Total Return Bond (merged) — Dividend

4. -MML Money Market — Dividend

5. -Invesco Oppenheimer Total Return Bond — Dividend

6. -Janus Henderson Glbl Research — Dividend

1. Mass Mutual Variable Universal Life Insurance (c) policy 712 (H)

2. -MML Equity Index (c) — Dividend

3. -Invesco Opp V.I. Main St/Oppenheimer Main Street (merged) — Dividend

4. -MML Money Market — Dividend

5. -Invesco Oppenheimer Total Return Bond — Dividend

6. -Janus Henderson Glbl Research — Dividend

Seelaus Money Market (c) cash account — Interest

Seelaus Money Market (a) cash account — Interest

Seelaus Money Market (b) cash account — Interest

Seelaus Money Market (d) cash account — Interest

Citigroup Inc Med Term 2/27/35 (b) — Interest

United Sts Stl New 6.65% 6/1/37 (b) — Interest

iShares TR Russell 2000 ETF (b) — Dividend — Buy

SPDR S&P 500 ETF (b) — None — Buy

SPDR S&P 500 ETF (b) — None — Buy (add'l)

SPDR S&P 500 ETF (b) — None — Sold (part)

SPDR S&P 500 ETF (b) — None — Sold (part)

Disney Walt Co Disney Com (b) — None — Buy

JUDICIAL ADVISOR, ASSOCIATION OF THE FEDERAL BAR

MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES CORNELIUS BLACKSHEAR SCHOLARSHIP COMMITTEE

JUDICIAL CO-CHAIR, ABI MID-ATLANTIC CONFERENCE

GOVERNOR-AT LARGE, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES

JUDICIAL ADVISOR, ASSOCIATION OF THE FEDERAL BAR

MEMBER, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES CORNELIUS BLACKSHEAR SCHOLARSHIP COMMITTEE

JUDICIAL CO-CHAIR, ABI MID-ATLANTIC CONFERENCE

GOVERNOR-AT LARGE, NATIONAL CONFERENCE OF BANKRUPTCY JUDGES

Agreement — 03/26/08 — Becker Meisel LLC 401(k) Plan

Agreement — 03/26/08 — Becker Meisel LLC 401(k) Plan

Income — 2020 — West Services Inc. - book royalties — $2,492.00

Income — 2020 — West Services Inc. - book royalties — $2,492.00

Spouse's income — 2020 — Becker Meisel LLC - draw and membership distribution "Self Employed Attorney"

Spouse's income — 2020 — Becker Meisel LLC - draw and membership distribution "Self Employed Attorney"

The John Hancock 401(k) information has been valued as of 12/31/20. I estimated the income and gains on the sale of the 401(k) assets because I could not obtain

that information from John Hancock.

As per my broker, the cash value of the TransAmerica life insurance policies are held by TransAmerica and not a third party intermediary like a bank. I have

Universal Life Insurance policies. To the extent the premiums exceed the basic cost of insurance, they are considered to be the cash value of the account but are

left in the company's general account. The company uses the general account to pay claims, meet policyholder demands and set aside reserves against future

claims as required by various State Insurance Commissioners. The company credits policyholder funds in the general account with interest. The company

guarantees a minimum interest rate but may set the rate higher than the minimum. The interest crediting rates are set annually by management and approved by

the Board.

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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