Dan A. Polster
2020
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What was filed
374
investments
28
positions
0
gifts
2
agreements
0
debts
2
reimbursements
4
income
2
spouse income
Named parties
- Mandel Jewish Day School (formerly Agnon School)
- Siegal Lifelong Learning Center Foundation
- Jewish Education Center of Cleveland
- Jewish Federation of Cleveland
- Bellefaire Jewish Children's Bureau
- family trust
- Federal Bar Assn (Cleveland chapter)
- Mt. Sinai Health Care Foundation
- Global Cleveland
- William K. Thomas Inn of Court
- Mandel Foundation
- Mandel Supporting Foundation
- Yanowitz Supporting Foundation
- Federal Judges Association
- University of Miami, Fla. Law School
- Park Synagogue (Stipend for teaching 7th--10th grade classes)
- Cleveland-Marshall School of Law--teaching law school cla
- Coleman Law LLC (sole practice)
As filed
Merrill Lynch Bank Deposit Program (Bank of America NA) — Interest
Oakmark Intl Fund — Dividend
Baron Growth Fd — Dividend
GNM P41107 bonds — Dividend
Cohen & Steers Reit Fd — Dividend
Amer.Funds Wash Fd — Dividend
Cohen & Steers Pref — Dividend
Blackrock Multi Asset Fd — Dividend
Nuveen Real Asset Income Fd — Dividend
James Alpha Global Real Estate Invest Fd — Dividend
Pimco Income Fd — Dividend
Pimco Long Duration Fd — Dividend — Buy
Allianzgi Dividend Fd — Dividend
US Treasury Bill — Interest — Redeemed
Ishares Preferred Fd — Dividend
Osterweis Strategic Inc. Fd — Dividend
Reaves Utility Inc. Fd — Dividend
First Eagle Gold Fd. — Dividend — Buy
First Eagle Gold Fd. — Dividend — Buy (add'l)
Chevron/Texaco — Dividend
Intel — Dividend
Wells Fargo Bank Deposit Sweep Program — Dividend
Costco Wholesale Corp — Dividend
Vanguard Mid-Cap Fd — Dividend
Microsoft Corp. — Dividend — Donated (part)
Microsoft Corp. — Dividend — Donated (part)
FedEx Corp. — Dividend
Du Pont De Nemours (now DowDupont) — Dividend — Sold
Dow Inc — Dividend — Sold
DuPont — Dividend — Sold
Facebook Inc. — Dividend
Amazon Com Inc. — Dividend
Apple Inc. — Dividend
Paypal Holdings Inc — Dividend
Select Sector Technology ETF — Dividend
Select Sector Consumer Discretionary ETF — Dividend
Select Sector Communications Fd. — Dividend — Buy
US Treasury Bill — Interest
Tenneco common — Dividend
Embarq (spinoff) — Dividend
Windstream (spinoff) — Dividend
CS&L Reit — Dividend
Nomura Partners Japan Fund Class S — Dividend
Unicom (formerly Comm. Ed. Preferred) — Dividend
Roulston Growth Fd — Dividend
PNC Bank (formerly National City)--check — Interest
PNC Bank-check — Interest
PNC Bank--CD — Interest
PNC Bank--CD — Interest
Ohio Savings - savings — Interest
IRA-Prudential Equity Fund — Dividend
IRA-Prudential Equity Fd. — Dividend
SEP IRA (Securities America) lines 57-79) — Dividend
Morgan Stanley Bank CD — Interest
Bank Deposit Sweep — Interest
FBM International Fd — Dividend — Sold
HSBC Bank CD — Interest
Iva Worldwide Fd CL 1 — Interest — Sold
Invesco QQQ Tr Unit Serial 1 — Int./Div.
Janus Henderson Enterprise 1 — Int./Div.
JP Morgan Chase Bank CD — Interest
Neuberger Berman Large Cap Value Fd — Dividend
Prime Cap Odyssey Gr. Fd — Dividend — Buy
Vanguard Healthcare Admiral Fd — Dividend — Sold
Vanguard Group Div App ETF — Dividend — Sold
Vanguard Emerging Markets Bond Fd — Dividend — Sold
Wasatch Micrcocap Fd — Dividend
Clearbridge Internet Growth Fd. — Dividend — Buy
Vanguard Consumer Staples Index Fd — Dividend — Buy
Vanguard Utilties Index Fd — Dividend — Buy
Vanguard 500 Index Fd — Dividend — Buy
Vanguard Short Term Corp Bd Fd — Dividend — Buy
Vanguard Ultra-Short Term Bd Fd — Dividend — Buy
Federated Hermes Total Return Fd — Dividend — Buy
Ishares Nasdaq Biotech Fd — Dividend — Buy
SPDR DJ Indl Average Fd — Dividend — Buy
Revocable Trust (Wells Fargo) lines 82-119 — Dividend
Bank Sweep — Interest
Carlisle Companies Inc — Dividend
Ishares High Dividend Fd — Dividend
Ishares Select Dividend — Dividend
Select Spector Utilities Fd — Dividend
Select Spector Financial Fd — Dividend
Select Spector Healthcare Fd — Dividend
Vanguard High Dividend Index Fd — Dividend
Vanguard Real Estate Index Fd — Dividend
Wisdomtree US Midcap Div Fd — Dividend
Blackrock Global Dividend Fd — Dividend
Blackrock Equity Dividend Fd — Dividend
Calamos Market Neutral Inc Fd — Dividend
Diamond Hill Long-short Fd — Dividend
First Eagle Global Fd Class A — Dividend
First Eagle Global Fd Class C — Dividend
Growth Fund America Class C Fd — Dividend
Harbor Fund Appreciation Fd — Dividend
Invesco Developing Markets Fd — Dividend
John Hancock Disciplined Value Fd — Dividend
Legg Mason Clearbridge Small Cap Fd — Dividend
Lord Abbett Short Duration Fd — Dividend
Lord Abbett Short Duration Inc. Fd — Dividend
Lord Abbett High Yield Fd — Dividend
Mainstay Mackay Convertible Fd — Dividend
Meridian Growth Fd — Dividend
New Perspective CL-C Fd — Dividend
New Perspective Inc-Class Fd — Dividend
Blackrock Global Dividend Fd — Dividend
JP Morgan Mid-Cap Growth Fd — Dividend
JP Morgan Treasury Securities Fd — Dividend
Parnassus Core Equity Fd — Dividend
Pimco Income Fd — Dividend
Pioneer Short Term Inc Fd — Dividend
T Rowe Price Diversifed Small Cap Fd — Dividend
Vanguard Windsor Fd — Dividend
Vanguard Dividend Growth Fd — Dividend
Virtus Asset Floating Rate Fd — Dividend
Beneficial IRA (Wells Fargo) (lines 122-128) — Dividend
Wells Fargo Sweep — Interest
Ishares High Dividend Fd — Dividend
Ishares Preferred and Inc. Fd — Dividend
Ishares Select Dividend Fd — Dividend
Vanguard Real Estate Index Fd — Dividend
Vanguard Mid Cap Fd — Dividend
Vanguard Dividend Growth Fd — Dividend
Mentor Property,LLC$40,000--12/19/12 — Distribution
Norton Property, LLC $30,000--11/17/14 — Distribution
Euclid KV, LLC $38,281--11/28/17 — Distribution
Trust** (lines 136-197) — Int./Div.
State of Israel Bond — Interest
Tenneco common — Dividend
JPMorgan Chase — Dividend
Merrill Lynch Bank Deposit Program America NA) — Interest
Allianxgi Inc and Gr Fd — Dividend
Amer.Fds New Persp Fd — Dividend
American Washington Mut Fd — Dividend
Oakmark Intl Fund — Dividend
Baron Growth Fd — Dividend
US Treasury Bond — Interest
US GNM Bonds — Interest
Cohen & Steers Pref — Dividend
Cohen & Steers Reit — Dividend
Lord Abbett Short Duration Inc Fd — Dividend
Blackrock Multi Asset Inc Fd — Dividend
James Alpha Global Real Estate Inv Fd — Dividend
Nuveen Real Asset Inc Fd — Dividend
Pimco Inc Fd — Dividend
Pimco Long Duration Fd — Dividend — Buy
Ishares Preferred — Dividend
Osterweis Strategic Inc Fd — Dividend
Reaves Utility Inc. Fd — Dividend
Janney Advantage Preferred Sweep — Interest
CPS Technologies Corp. — Dividend — Sold
Vanguard Balanced Inc Fd — Dividend
Vanguard Dividend App Rd — Dividend — Sold (part)
Vanguard Total Stock Market Fd — Dividend — Buy (add'l)
Vanguard Total Stock Market Fd — Dividend — Sold (part)
Vanguard Total Stock Market Fd — Dividend — Sold (part)
Box Inc. — Dividend
Wells Fargo Bank Deposit Sweep Program — Interest
Amazon Com Inc. — Dividend
Apple, Inc. — Dividend
Walt Disney Co. — Dividend — Buy (add'l)
Walt Disney Co. — Dividend — Buy (add'l)
Internatinal Business Machine Corp — Dividend
Paypal Holdings Inc. — Dividend
Starbucks Corp. — Dividend
Verizon Communications — Dividend — Buy (add'l)
US Treasury Bond — Int./Div.
US Treasury Bond — Int./Div.
Us Treasury Bond — Int./Div.
Spire Inc. (formerly Laclede Gas) common — Dividend
Nuveen Ohio Munic. Fd — Dividend
Eaton Vance Tax Managed Gr. Fd (formerly E.V. Marath) — Dividend
Cedar Fair — Dividend
American Express Co. — Dividend
Chevron/Texaco — Dividend
Enterprise Products — Dividend
IBM Corp. — Dividend
Emerson Electric Co. — Dividend
Costco Wholesale Corp — Dividend
Service Properties Tr (formerly Hospitality Properties Reit Trust) — Dividend — Sold (part)
Vanguard Mid-Cap Fd — Dividend
Vanguard Real Estate Index Fd — Dividend — Buy (add'l)
Cincinnati Ohio Urban Redevelopment Bd — Interest
Microsoft Corp — Dividend — Sold (part)
Ishares ETF — Dividend
Embarq. (spinoff) — Dividend
Windstream (spinoff) — Dividend
Merrill Lynch Bank Deposit Program (Bank of America NA) — Interest
Oakmark Intl Fund — Dividend
Baron Growth Fd — Dividend
GNM P41107 bonds — Dividend
Cohen & Steers Reit Fd — Dividend
Amer.Funds Wash Fd — Dividend
Cohen & Steers Pref — Dividend
Blackrock Multi Asset Fd — Dividend
Nuveen Real Asset Income Fd — Dividend
James Alpha Global Real Estate Invest Fd — Dividend
Pimco Income Fd — Dividend
Pimco Long Duration Fd — Dividend — Buy
Allianzgi Dividend Fd — Dividend
US Treasury Bill — Interest — Redeemed
Ishares Preferred Fd — Dividend
Osterweis Strategic Inc. Fd — Dividend
Reaves Utility Inc. Fd — Dividend
First Eagle Gold Fd. — Dividend — Buy
First Eagle Gold Fd. — Dividend — Buy (add'l)
Chevron/Texaco — Dividend
Intel — Dividend
Wells Fargo Bank Deposit Sweep Program — Dividend
Costco Wholesale Corp — Dividend
Vanguard Mid-Cap Fd — Dividend
Microsoft Corp. — Dividend — Donated (part)
Microsoft Corp. — Dividend — Donated (part)
FedEx Corp. — Dividend
Du Pont De Nemours (now DowDupont) — Dividend — Sold
Dow Inc — Dividend — Sold
DuPont — Dividend — Sold
Facebook Inc. — Dividend
Amazon Com Inc. — Dividend
Apple Inc. — Dividend
Paypal Holdings Inc — Dividend
Select Sector Technology ETF — Dividend
Select Sector Consumer Discretionary ETF — Dividend
Select Sector Communications Fd. — Dividend — Buy
US Treasury Bill — Interest
Tenneco common — Dividend
Embarq (spinoff) — Dividend
Windstream (spinoff) — Dividend
CS&L Reit — Dividend
Nomura Partners Japan Fund Class S — Dividend
Unicom (formerly Comm. Ed. Preferred) — Dividend
Roulston Growth Fd — Dividend
PNC Bank (formerly National City)--check — Interest
PNC Bank-check — Interest
PNC Bank--CD — Interest
PNC Bank--CD — Interest
Ohio Savings - savings — Interest
IRA-Prudential Equity Fund — Dividend
IRA-Prudential Equity Fd. — Dividend
SEP IRA (Securities America) lines 57-79) — Dividend
Morgan Stanley Bank CD — Interest
Bank Deposit Sweep — Interest
FBM International Fd — Dividend — Sold
HSBC Bank CD — Interest
Iva Worldwide Fd CL 1 — Interest — Sold
Invesco QQQ Tr Unit Serial 1 — Int./Div.
Janus Henderson Enterprise 1 — Int./Div.
JP Morgan Chase Bank CD — Interest
Neuberger Berman Large Cap Value Fd — Dividend
Prime Cap Odyssey Gr. Fd — Dividend — Buy
Vanguard Healthcare Admiral Fd — Dividend — Sold
Vanguard Group Div App ETF — Dividend — Sold
Vanguard Emerging Markets Bond Fd — Dividend — Sold
Wasatch Micrcocap Fd — Dividend
Clearbridge Internet Growth Fd. — Dividend — Buy
Vanguard Consumer Staples Index Fd — Dividend — Buy
Vanguard Utilties Index Fd — Dividend — Buy
Vanguard 500 Index Fd — Dividend — Buy
Vanguard Short Term Corp Bd Fd — Dividend — Buy
Vanguard Ultra-Short Term Bd Fd — Dividend — Buy
Federated Hermes Total Return Fd — Dividend — Buy
Ishares Nasdaq Biotech Fd — Dividend — Buy
SPDR DJ Indl Average Fd — Dividend — Buy
Revocable Trust (Wells Fargo) lines 82-119 — Dividend
Bank Sweep — Interest
Carlisle Companies Inc — Dividend
Ishares High Dividend Fd — Dividend
Ishares Select Dividend — Dividend
Select Spector Utilities Fd — Dividend
Select Spector Financial Fd — Dividend
Select Spector Healthcare Fd — Dividend
Vanguard High Dividend Index Fd — Dividend
Vanguard Real Estate Index Fd — Dividend
Wisdomtree US Midcap Div Fd — Dividend
Blackrock Global Dividend Fd — Dividend
Blackrock Equity Dividend Fd — Dividend
Calamos Market Neutral Inc Fd — Dividend
Diamond Hill Long-short Fd — Dividend
First Eagle Global Fd Class A — Dividend
First Eagle Global Fd Class C — Dividend
Growth Fund America Class C Fd — Dividend
Harbor Fund Appreciation Fd — Dividend
Invesco Developing Markets Fd — Dividend
John Hancock Disciplined Value Fd — Dividend
Legg Mason Clearbridge Small Cap Fd — Dividend
Lord Abbett Short Duration Fd — Dividend
Lord Abbett Short Duration Inc. Fd — Dividend
Lord Abbett High Yield Fd — Dividend
Mainstay Mackay Convertible Fd — Dividend
Meridian Growth Fd — Dividend
New Perspective CL-C Fd — Dividend
New Perspective Inc-Class Fd — Dividend
Blackrock Global Dividend Fd — Dividend
JP Morgan Mid-Cap Growth Fd — Dividend
JP Morgan Treasury Securities Fd — Dividend
Parnassus Core Equity Fd — Dividend
Pimco Income Fd — Dividend
Pioneer Short Term Inc Fd — Dividend
T Rowe Price Diversifed Small Cap Fd — Dividend
Vanguard Windsor Fd — Dividend
Vanguard Dividend Growth Fd — Dividend
Virtus Asset Floating Rate Fd — Dividend
Beneficial IRA (Wells Fargo) (lines 122-128) — Dividend
Wells Fargo Sweep — Interest
Ishares High Dividend Fd — Dividend
Ishares Preferred and Inc. Fd — Dividend
Ishares Select Dividend Fd — Dividend
Vanguard Real Estate Index Fd — Dividend
Vanguard Mid Cap Fd — Dividend
Vanguard Dividend Growth Fd — Dividend
Mentor Property,LLC$40,000--12/19/12 — Distribution
Norton Property, LLC $30,000--11/17/14 — Distribution
Euclid KV, LLC $38,281--11/28/17 — Distribution
Trust** (lines 136-197) — Int./Div.
State of Israel Bond — Interest
Tenneco common — Dividend
JPMorgan Chase — Dividend
Merrill Lynch Bank Deposit Program America NA) — Interest
Allianxgi Inc and Gr Fd — Dividend
Amer.Fds New Persp Fd — Dividend
American Washington Mut Fd — Dividend
Oakmark Intl Fund — Dividend
Baron Growth Fd — Dividend
US Treasury Bond — Interest
US GNM Bonds — Interest
Cohen & Steers Pref — Dividend
Cohen & Steers Reit — Dividend
Lord Abbett Short Duration Inc Fd — Dividend
Blackrock Multi Asset Inc Fd — Dividend
James Alpha Global Real Estate Inv Fd — Dividend
Nuveen Real Asset Inc Fd — Dividend
Pimco Inc Fd — Dividend
Pimco Long Duration Fd — Dividend — Buy
Ishares Preferred — Dividend
Osterweis Strategic Inc Fd — Dividend
Reaves Utility Inc. Fd — Dividend
Janney Advantage Preferred Sweep — Interest
CPS Technologies Corp. — Dividend — Sold
Vanguard Balanced Inc Fd — Dividend
Vanguard Dividend App Rd — Dividend — Sold (part)
Vanguard Total Stock Market Fd — Dividend — Buy (add'l)
Vanguard Total Stock Market Fd — Dividend — Sold (part)
Vanguard Total Stock Market Fd — Dividend — Sold (part)
Box Inc. — Dividend
Wells Fargo Bank Deposit Sweep Program — Interest
Amazon Com Inc. — Dividend
Apple, Inc. — Dividend
Walt Disney Co. — Dividend — Buy (add'l)
Walt Disney Co. — Dividend — Buy (add'l)
Internatinal Business Machine Corp — Dividend
Paypal Holdings Inc. — Dividend
Starbucks Corp. — Dividend
Verizon Communications — Dividend — Buy (add'l)
US Treasury Bond — Int./Div.
US Treasury Bond — Int./Div.
Us Treasury Bond — Int./Div.
Spire Inc. (formerly Laclede Gas) common — Dividend
Nuveen Ohio Munic. Fd — Dividend
Eaton Vance Tax Managed Gr. Fd (formerly E.V. Marath) — Dividend
Cedar Fair — Dividend
American Express Co. — Dividend
Chevron/Texaco — Dividend
Enterprise Products — Dividend
IBM Corp. — Dividend
Emerson Electric Co. — Dividend
Costco Wholesale Corp — Dividend
Service Properties Tr (formerly Hospitality Properties Reit Trust) — Dividend — Sold (part)
Vanguard Mid-Cap Fd — Dividend
Vanguard Real Estate Index Fd — Dividend — Buy (add'l)
Cincinnati Ohio Urban Redevelopment Bd — Interest
Microsoft Corp — Dividend — Sold (part)
Ishares ETF — Dividend
Embarq. (spinoff) — Dividend
Windstream (spinoff) — Dividend
Lifetime Trustee, Mandel Jewish Day School (formerly Agnon School)
Trustee and Vice President, Siegal Lifelong Learning Center Foundation
Secretary and Trustee, Jewish Education Center of Cleveland
Trustee, Jewish Federation of Cleveland
Trustee, Bellefaire Jewish Children's Bureau
Trustee, family trust
Board of Directors, Federal Bar Assn (Cleveland chapter)
Chairman and Board of Directors, Mt. Sinai Health Care Foundation
Board of Directors, Global Cleveland
Board of Directors, William K. Thomas Inn of Court
Trustee, Mandel Foundation
Trustee, Mandel Supporting Foundation
Trustee, Yanowitz Supporting Foundation
Executive Committee and Board of Directors, Federal Judges Association
Lifetime Trustee, Mandel Jewish Day School (formerly Agnon School)
Trustee and Vice President, Siegal Lifelong Learning Center Foundation
Secretary and Trustee, Jewish Education Center of Cleveland
Trustee, Jewish Federation of Cleveland
Trustee, Bellefaire Jewish Children's Bureau
Trustee, family trust
Board of Directors, Federal Bar Assn (Cleveland chapter)
Chairman and Board of Directors, Mt. Sinai Health Care Foundation
Board of Directors, Global Cleveland
Board of Directors, William K. Thomas Inn of Court
Trustee, Mandel Foundation
Trustee, Mandel Supporting Foundation
Trustee, Yanowitz Supporting Foundation
Executive Committee and Board of Directors, Federal Judges Association
Agreement — 1998 — U.S. Civil Service Retirement System (CSRS) vested pension for Dept. of Justice service (1976-1998); to be paid upon retirement from judicial service
Agreement — 1998 — U.S. Civil Service Retirement System (CSRS) vested pension for Dept. of Justice service (1976-1998); to be paid upon retirement from judicial service
Reimbursement — University of Miami, Fla. Law School — 1/22--1/26/2020 — Miami, Fla. — Speak at conference — Air fare, hotel, meals
Reimbursement — University of Miami, Fla. Law School — 1/22--1/26/2020 — Miami, Fla. — Speak at conference — Air fare, hotel, meals
Income — 2020 — Park Synagogue (Stipend for teaching 7th--10th grade classes) — $1,093.00
Income — 2020 — Cleveland-Marshall School of Law--teaching law school cla — $2,800.00
Income — 2020 — Park Synagogue (Stipend for teaching 7th--10th grade classes) — $1,093.00
Income — 2020 — Cleveland-Marshall School of Law--teaching law school cla — $2,800.00
Spouse's income — 2020 — Coleman Law LLC (sole practice)
Spouse's income — 2020 — Coleman Law LLC (sole practice)
VII. Lines 82-119 Revocable Trust: inherited these assets upon the dealth
Lines 122-128 Beneficial IRA: inherited these assets upon the death
Lines 131, 132,133 Purchase date and purchase price are listed in "Description of Assets" column
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.