# Dan A. Polster > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33754 ## Record - **Judge:** Dan A. Polster - **Year:** 2020 - **Pages:** 19 ## Text 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 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33754. Public record. Not legal advice.