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What was filed

  • 262

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • Brooklyn Law School
  • Federal Bar Association, Eastern District of New York Chapter
  • payment from family member on note and mortgage held on family member's rental property
  • New York State Attorney General's Office, salary

As filed

Vacant lot, Marion County, FL — None

USAA S&P 500, Roth IRA (self) — Dividend

USAA S&P 500, Roth Conversion IRA (self) — Dividend

American Funds, New Perspectives — Dividend

USAA S&P 500, Roth IRA — Dividend

USAA Growth & Income, Conversion IRA — Dividend

USAA Savings Accounts — Interest

USAA Checking Accounts — Interest

USAA Savings Account — Interest

USAA Checking Account — Interest

USAA Checking Account — Interest

Chase Bank Savings Account — Interest — Open

New York College Savings Program, 529 Plan (1) - age based — Interest — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Interest — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Redeemed (part)

Fundrise REIT, incl. lines 25-38 below — Dividend

East Coast eREIT — Dividend

Heartland eREIT — Dividend

West Coast eREIT — Dividend

Income eREIT — Dividend

Income eREIT 2019 — Dividend

Development eREIT — Dividend

Growth eREIT — Dividend

Income eREIT II — Dividend — Buy

Income eREIT V — Dividend — Buy

Growth eREIT II — Dividend — Buy

Growth eREIT V — Dividend — Buy

Growth eREIT VI — Dividend — Buy

Balanced eREIT — Dividend — Buy

eREIT XIV — Dividend — Buy

USAA Whole Life Policy (self) — Interest

USAA - Brokerage S/D IRA rollover, incl. lines 43-64 below — Dividend — Closed

USAA Money Market (USAXX) Y — Dividend — Sold

USAA Treasury Market (UATXX) Y — Dividend — Sold

American Beacon Intl Equity Y Class (ABEYX) — Dividend — Sold

Delaware Value Fund Institutional (DDVIX) — Dividend — Sold

First Eagle Overseas Class I (SGOIX) — Dividend — Sold

Harding Loevner Intl Equity Port Institutional (HLMIX) — Dividend — Sold

Hartford Schroders Emrg Mrkts Eqty Cl 1 (SEMNX) — Dividend — Sold

Heartland Value Plus Institutional (HNVIX) — Dividend — Sold

Hotchkis & Wiley Small Cap Value (HWSIX) — Dividend — Sold

Lazard Emerging Mrkts EQ Blend Institutional (EMBIX) — Dividend — Sold

Lazard Intl Strategy Equity Port Intl (LISIX) — Dividend — Sold

LXCM SMID Cap Equity Fund International (LXSMK) — Dividend — Sold

MFS Growth Fund Class I (MFEIX) — Dividend — Sold

USAA Managed Allocation Fund Retail (UMAFX) — Dividend — Sold

USAA Precious Metals and Minerals Retail (USAGX) — Dividend — Sold

Baird Core Plus Bond Institutional (BCOIX) — Dividend — Sold

TCW Emerging Mkts Income (TGEIX) — Dividend — Sold

USAA High Income Fund Retail (USHYX) — Dividend — Sold

USAA Income Fund Retail (USAIX) — Dividend — Sold

USAA Short Term Bond Fund Retail (USSBX) — Dividend — Sold

Voya Intermediate Bond Class W (IIBWX) — Dividend — Sold

USAA Real Return Fund Retail (USRRX) — Dividend — Sold

Schwab -- Brokerage S/D IRA rollover, incl. lines 66-84 below — Dividend — Open

Schwab Value Advantage (SWVXX) — Dividend — Buy

Baird Core Plus BD Inst (BCOIX) — Dividend — Buy

TCW Emrg Mkts Incm Fd Cl (TGEIX) — Dividend — Buy

USAA Hig Income Fd (USHYX) — Dividend — Buy

USAA Income Fund (USAIX) — Dividend — Buy

USAA Short Term Bond (USSBX) — Dividend — Buy

Voya Intermediate Bond (IIBWX) — Dividend — Buy

American Beacon Intl Equity (ABEYX) — Dividend — Buy

Delaware Value Cl Inst (DDVIX) — Dividend — Buy

First Eagle Overseas Fund (SGOIX) — Dividend — Buy

Harding Loevner Intl Equity (HLMIX) — Dividend — Buy

Hartford Schroeders Emrg Mkts Equity (SEMNX) — Dividend — Buy

Heartland Value Plus Fund Inst Shrs (HNVIX) — Dividend — Buy

Hotchkiss & Wiley Small Cap Value Cl 1 (EMBIX) — Dividend — Buy

Lazard Emrg Mkts Eqty Blend Port Inst (LISIX) — Dividend — Buy

LKCM Small Mid Cap Eqty Fund Intr (LKSMX) — Dividend — Buy

MFS Growth Fund Cl 1 (MFEIX) — Dividend — Buy

USAA Managed Allocation Fund (UMAFX) — Dividend — Buy

USAA Precious Metals and Minerals Fund (USAGX) — Dividend — Buy

USAA Federal Savings Bank Roth BDA, incl. 42-59 below — Dividend — Closed

American Beacon AHL MNDG Futrs Str Inst — Dividend — Sold

AQR Small Cap Multi Style FD CL R6 — Dividend — Sold

AQR Style Premia Alternative FD CL R6 — Dividend — Sold

Delaware Value Fund Institutional — Dividend — Sold

Harding Loevner Intl Equity Port Instl — Dividend — Sold

Hartford Schorders Emrg Mrkts Equity Cl 1 — Dividend — Sold

MFS Growth Fund Cl I (MFEIX) — Dividend — Sold

USAA Managed Allocation FD Retail — Dividend — Sold

Victory Sycamore Established Value I — Dividend — Sold

Baird Core Plus Bond Institutional — Dividend — Sold

TCW Emerging Mkts Income CL I — Dividend — Sold

USAA High Income Fund Retail — Dividend — Sold

USAA Income Fund Retail — Dividend — Sold

USAA Short Term Bond Fund Retail — Dividend — Sold

Voya Intermediate Bond Class W — Dividend — Sold

Schwab -- Brokerage S/D IRA rollover, incl. lines 102-119 below — Dividend — Open

Baird Core Plus Bd Inst (BCOIX) — Dividend — Buy

TCW Emrg Mkts Income Fund Cl 1 (TGEIX) — Dividend — Buy

USAA High Income Fund (USHYX) — Dividend — Buy

USAA Income Fund (USAIX) — Dividend — Buy

USAA Short Term Bond Fund (USSBX) — Dividend — Buy

Voya Intermediate Bond W (IIBWX) — Dividend — Buy

American Beacon AJL MDG Futures Strat R5 (AHLIX) — Dividend — Buy

American Beacon Intl Eqty Y (ABEYX) — Dividend — Buy

AQR Small Cap Multistyle R6 (QSERX) — Dividend — Buy

AQR Style Premia Alt Fund Cl R6 (QSPRX) — Dividend — Buy

Delaware Value Cl Inst (DDVIX) — Dividend — Buy

Harding Loevner Intl Eqty Port Inst (HLMIX) — Dividend — Buy

Hartford Schroders Emrg Mkts Eqty Fund (SEMNX) — Dividend — Buy

Lazard Emrg Mkts eqty Blend Port Inst (EMBIX) — Dividend — Buy

Lazard Intl Strategic Equity Port Inst. Cl (LISIX) — Dividend — Buy

MFS Growth Fund Cl 1 (MFEIX) — Dividend — Buy

USAA Managed Allocation Fund (UMAFX) — Dividend — Buy

Victory Sycamore Established Value I (VEVIX) — Dividend — Buy

Prudential, Legal Services NYC 403(b) Plan, incl. 121-130 below — Dividend

Guaranteed Income Fund — Dividend

iSh US Aggregate Bond Idx K — Dividend

PGIM Total Return Bond R6 — Dividend

Vanguard LifeStrategy Moderate Growth Fund — Dividend

Janus Henderson Enterprise N — Dividend

MFS Mid Cap Value R5 — Dividend

American Beacon SC Value Inst. — Dividend

American Funds New Perspectives — Dividend

Oppenheimer International Growth I — Dividend

iShares MSCI EAFE Int'l Idx K — Dividend

TIAA Lifcycle 2030 — Interest — Open

Vacant lot, Marion County, FL — None

USAA S&P 500, Roth IRA (self) — Dividend

USAA S&P 500, Roth Conversion IRA (self) — Dividend

American Funds, New Perspectives — Dividend

USAA S&P 500, Roth IRA — Dividend

USAA Growth & Income, Conversion IRA — Dividend

USAA Savings Accounts — Interest

USAA Checking Accounts — Interest

USAA Savings Account — Interest

USAA Checking Account — Interest

USAA Checking Account — Interest

Chase Bank Savings Account — Interest — Open

New York College Savings Program, 529 Plan (1) - age based — Interest — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (1) - age based — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Interest — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Redeemed (part)

New York College Savings Program, 529 Plan (2), age-based — Redeemed (part)

Fundrise REIT, incl. lines 25-38 below — Dividend

East Coast eREIT — Dividend

Heartland eREIT — Dividend

West Coast eREIT — Dividend

Income eREIT — Dividend

Income eREIT 2019 — Dividend

Development eREIT — Dividend

Growth eREIT — Dividend

Income eREIT II — Dividend — Buy

Income eREIT V — Dividend — Buy

Growth eREIT II — Dividend — Buy

Growth eREIT V — Dividend — Buy

Growth eREIT VI — Dividend — Buy

Balanced eREIT — Dividend — Buy

eREIT XIV — Dividend — Buy

USAA Whole Life Policy (self) — Interest

USAA - Brokerage S/D IRA rollover, incl. lines 43-64 below — Dividend — Closed

USAA Money Market (USAXX) Y — Dividend — Sold

USAA Treasury Market (UATXX) Y — Dividend — Sold

American Beacon Intl Equity Y Class (ABEYX) — Dividend — Sold

Delaware Value Fund Institutional (DDVIX) — Dividend — Sold

First Eagle Overseas Class I (SGOIX) — Dividend — Sold

Harding Loevner Intl Equity Port Institutional (HLMIX) — Dividend — Sold

Hartford Schroders Emrg Mrkts Eqty Cl 1 (SEMNX) — Dividend — Sold

Heartland Value Plus Institutional (HNVIX) — Dividend — Sold

Hotchkis & Wiley Small Cap Value (HWSIX) — Dividend — Sold

Lazard Emerging Mrkts EQ Blend Institutional (EMBIX) — Dividend — Sold

Lazard Intl Strategy Equity Port Intl (LISIX) — Dividend — Sold

LXCM SMID Cap Equity Fund International (LXSMK) — Dividend — Sold

MFS Growth Fund Class I (MFEIX) — Dividend — Sold

USAA Managed Allocation Fund Retail (UMAFX) — Dividend — Sold

USAA Precious Metals and Minerals Retail (USAGX) — Dividend — Sold

Baird Core Plus Bond Institutional (BCOIX) — Dividend — Sold

TCW Emerging Mkts Income (TGEIX) — Dividend — Sold

USAA High Income Fund Retail (USHYX) — Dividend — Sold

USAA Income Fund Retail (USAIX) — Dividend — Sold

USAA Short Term Bond Fund Retail (USSBX) — Dividend — Sold

Voya Intermediate Bond Class W (IIBWX) — Dividend — Sold

USAA Real Return Fund Retail (USRRX) — Dividend — Sold

Schwab -- Brokerage S/D IRA rollover, incl. lines 66-84 below — Dividend — Open

Schwab Value Advantage (SWVXX) — Dividend — Buy

Baird Core Plus BD Inst (BCOIX) — Dividend — Buy

TCW Emrg Mkts Incm Fd Cl (TGEIX) — Dividend — Buy

USAA Hig Income Fd (USHYX) — Dividend — Buy

USAA Income Fund (USAIX) — Dividend — Buy

USAA Short Term Bond (USSBX) — Dividend — Buy

Voya Intermediate Bond (IIBWX) — Dividend — Buy

American Beacon Intl Equity (ABEYX) — Dividend — Buy

Delaware Value Cl Inst (DDVIX) — Dividend — Buy

First Eagle Overseas Fund (SGOIX) — Dividend — Buy

Harding Loevner Intl Equity (HLMIX) — Dividend — Buy

Hartford Schroeders Emrg Mkts Equity (SEMNX) — Dividend — Buy

Heartland Value Plus Fund Inst Shrs (HNVIX) — Dividend — Buy

Hotchkiss & Wiley Small Cap Value Cl 1 (EMBIX) — Dividend — Buy

Lazard Emrg Mkts Eqty Blend Port Inst (LISIX) — Dividend — Buy

LKCM Small Mid Cap Eqty Fund Intr (LKSMX) — Dividend — Buy

MFS Growth Fund Cl 1 (MFEIX) — Dividend — Buy

USAA Managed Allocation Fund (UMAFX) — Dividend — Buy

USAA Precious Metals and Minerals Fund (USAGX) — Dividend — Buy

USAA Federal Savings Bank Roth BDA, incl. 42-59 below — Dividend — Closed

American Beacon AHL MNDG Futrs Str Inst — Dividend — Sold

AQR Small Cap Multi Style FD CL R6 — Dividend — Sold

AQR Style Premia Alternative FD CL R6 — Dividend — Sold

Delaware Value Fund Institutional — Dividend — Sold

Harding Loevner Intl Equity Port Instl — Dividend — Sold

Hartford Schorders Emrg Mrkts Equity Cl 1 — Dividend — Sold

MFS Growth Fund Cl I (MFEIX) — Dividend — Sold

USAA Managed Allocation FD Retail — Dividend — Sold

Victory Sycamore Established Value I — Dividend — Sold

Baird Core Plus Bond Institutional — Dividend — Sold

TCW Emerging Mkts Income CL I — Dividend — Sold

USAA High Income Fund Retail — Dividend — Sold

USAA Income Fund Retail — Dividend — Sold

USAA Short Term Bond Fund Retail — Dividend — Sold

Voya Intermediate Bond Class W — Dividend — Sold

Schwab -- Brokerage S/D IRA rollover, incl. lines 102-119 below — Dividend — Open

Baird Core Plus Bd Inst (BCOIX) — Dividend — Buy

TCW Emrg Mkts Income Fund Cl 1 (TGEIX) — Dividend — Buy

USAA High Income Fund (USHYX) — Dividend — Buy

USAA Income Fund (USAIX) — Dividend — Buy

USAA Short Term Bond Fund (USSBX) — Dividend — Buy

Voya Intermediate Bond W (IIBWX) — Dividend — Buy

American Beacon AJL MDG Futures Strat R5 (AHLIX) — Dividend — Buy

American Beacon Intl Eqty Y (ABEYX) — Dividend — Buy

AQR Small Cap Multistyle R6 (QSERX) — Dividend — Buy

AQR Style Premia Alt Fund Cl R6 (QSPRX) — Dividend — Buy

Delaware Value Cl Inst (DDVIX) — Dividend — Buy

Harding Loevner Intl Eqty Port Inst (HLMIX) — Dividend — Buy

Hartford Schroders Emrg Mkts Eqty Fund (SEMNX) — Dividend — Buy

Lazard Emrg Mkts eqty Blend Port Inst (EMBIX) — Dividend — Buy

Lazard Intl Strategic Equity Port Inst. Cl (LISIX) — Dividend — Buy

MFS Growth Fund Cl 1 (MFEIX) — Dividend — Buy

USAA Managed Allocation Fund (UMAFX) — Dividend — Buy

Victory Sycamore Established Value I (VEVIX) — Dividend — Buy

Prudential, Legal Services NYC 403(b) Plan, incl. 121-130 below — Dividend

Guaranteed Income Fund — Dividend

iSh US Aggregate Bond Idx K — Dividend

PGIM Total Return Bond R6 — Dividend

Vanguard LifeStrategy Moderate Growth Fund — Dividend

Janus Henderson Enterprise N — Dividend

MFS Mid Cap Value R5 — Dividend

American Beacon SC Value Inst. — Dividend

American Funds New Perspectives — Dividend

Oppenheimer International Growth I — Dividend

iShares MSCI EAFE Int'l Idx K — Dividend

TIAA Lifcycle 2030 — Interest — Open

Trustee, Brooklyn Law School

Director, Federal Bar Association, Eastern District of New York Chapter

Trustee, Brooklyn Law School

Director, Federal Bar Association, Eastern District of New York Chapter

Income — monthly — payment from family member on note and mortgage held on family member's rental property — $1,250.00

Income — monthly — payment from family member on note and mortgage held on family member's rental property — $1,250.00

Spouse's income — 2020 — New York State Attorney General's Office, salary

Spouse's income — 2020 — New York State Attorney General's Office, salary

Part VII, lines 26-33, were acquired in 2019 but were not previously reported due to inadvertent error. Additional purchases and dividends received in 2020 are

noted on lines 34-40.

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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