# Michael B. Kaplan

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4776

## Record

- **Judge:** Michael B. Kaplan
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 10

## Text

IRA#%I — Int/Div
Pershing Government Account money market
Pfizer Inc common
Cibgroup ne common — Buy (add'l)
Frontier Commumcations Corp
Venzon Commumcations Com
Invesco Gold & Precious Metals Fund CL B mutual fund — Sold (part)
Invesco Gold & Precious Metals Fund CL B mutual fund — Sold (part)
Invesco Gold & Precious Metals Fund CL B mutual fund — Sold
Invesco Gold & Precious Metal Fund CL A mutual fund — Sold
Invesco Gold & Precious Metal Fund CL A mutual fund — Buy
Invesco Gold & Precious Metal Fund CL A mutual fund — Buy
Invesco Gold & Precious Metal Fund CL A mutual fund — Sold
Blackstone Natural Resources Trust Fund CL C mutual fund
Sunamerica Senior Floating Rate Fund CL C mutual fund
Franklin High Income Fund CL C mutual fund
Franklin Income Fund CL C mutual fund — Buy
Templeton Global Balanced Fund Class mutual fund
Wells Fargo Advantage Health Care Fund CL C mutual fund
Ishares Silver Trust mutual fund — Sold
lcon Energy Fund Class ¢ mutual fund — Buy
Rydex Banking Fund CL C mutual fund — Buy
Metlife Fixed Annuity 7498
IRAZ%2 — Int/Div
Pershing Government Account money market
Frontier Communications Corp
Verizon Commumcations Com
Franklin Income fund CL C mutual fund — Buy (add'l)
Franklin High Income fund CL C
Franklin Dynatech CL C mutual fund
Ishares Silver Trust — Sold
Icon Energy Fund Cl C mutual fund — Buy
IRA #3 — Int./hv
Pereshing Government money market
Froter Communications Corp common
Venzon Commumcations Com
IRA #4 — None
Pershing Prime Reserves Money Market — Buy
Federated Capital Reserves Money Market — Int/Div
NJ Economic Dev Auth St Pension Zero Coupon Bond — Interest
NJ Economic Dev Auth St Pension Zero Coupon Bond — Interest
Citigroup Inc common — Int/Div
Flaherty & Crumrine Claymore Pid Sec mutual fund — Int/Div
Blackrock Real Asset Equity Tr Com mutual fund — Int/Div
Pioneer Floating Rate Tr Com mutual fund — Int/Div
Western Asset Managed High Income Fd mutual fund — Int/Div
Allstate T-Link Plus fixed rate annuity — Interest — Redeemed
Best of Amenca IV Vanable Rate Annuity — None
NVIT Mult-MGR Intl GR 3 mutual fund
NVIT Mult-MGR Midcap GR mutual fund
VK NIT Realestate mutual fund
CRSUISSETR US Eq Flex money market — Redeemed
NW NVIT money market — Int/Div — Buy
TD Bank USA Money market checking — Int/Div
ING money market fund — Int/Div
Citigroup Inc common — Int/Div
Met Life Whole Life Insurance Policy — None — Redeemed
TIAA CREF money market — Int/Div
Rental Property #1(X). Norwood, NJ Rental Property — Rent
Lincoln Financial Group annuity — Interest — Buy
Adpmunct Professor, Rutgers University School of Law
Agreement — 0 — Thomson Reuters Publishing Agreement, 5% royalty on sales of Consumer Bankruptcy Manual
Liability — University of Pennsylvama — Tuition
Liability — Bank of America — Mortgage on rental property
Reimbursement — American Conference Institute — 01/28/2011 — NY. NY — Educational — hotel, meals, travel
Reimbursement — AFN Leadership Conference — 07/19/2011 10 70222011 — onita Springs, FL — Educational — hotel, meals, travel
Reimbursement — Judicul Education Program: Northwestern Univ — 03/28/2011 to 3/192011 — Chicago, IL — Educational — hotel, meals, travel
Reimbursement — American Conference Inst — R201 — Washington, DC — Educational — hotel, meals, travel
Reimbursement — Judicial Education Program — 6/1/2011 10 6/3/2011 — Fairfax, VA — Educational — hotel, meals, travel
Reimbursement — NABT Amnual Conference — 82112011 to 8/22/2011 — Amelia Island, FL — Educational — hotel, meals, travel
Income — 2011 — , Norwood, NJ Rental Income — S27.600 00
Income — 2001 — West Services Royalty — SS. 188.00
Spouse's income — 2011 — Oveh Shalom of Bucks County-salary
Part VILL Investments and Trusts:

Line 18 « In July 2011, the Templeton Income Fund Class C changed to the Templeton Global Balanced Fund Class C.

-Line 40- ING Classic Money Market moved to Federated Capital Reserves

-Line 52 - CRSUISSETR US EQ FLEX | formerly known as Cr Suisse TR Small Cap Cor | mutual fund

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4776. Public record. Not legal advice.
