# James Block Zagel

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6310

## Record

- **Judge:** James Block Zagel
- **Year:** 2011
- **Report type:** Annual
- **Pages:** 10

## Text

MON.Y. Policy Value — Int/Div
Northern Trust Accts. — Int/Div
Farm Land Washington/Clinton Counties 111, — Rent
Grant Thomton 401k — Interest
Northwestern Mut. Life Ins. Policy — Int/Div
New York Life Ins. Pol — Int/Div
Country Cos. Life Pol. — Int/Div
Transamer. Life Pol. Val — None — Expired
Transamer. Life Pol. Val — None
Prudential Life Ins. — Int/Div
Metropolitan Life Ins — Int/Div
Equitable Life (Now AXA Equitable) — Int/Div
Roval Bank of Canada (RBC) — Interest
ING Life Policy — Int/Div
RBC — Interest
TEMFX — Distribution
TEMFX — istrnibution
KO — Int/Div
KO — Int/Div
SAG Pension Plan — Interest
CP — Int/Div
Cr — Int/Div
Teck Cominco Lid /TCK — Int/Div
Teck Cominco Lid /TCK — Int/Div
Encana «- ECA (formerly PCX) — Int/Div
Encana - ECA (formerly PCX) — Int/Div
Cenovius — Int/Div
Cenovius — Int/Div
Dell — None
MK Limited Partners — Distribution
Assess of Trust: Total value of all assets listed
My estimated share is 11%
Bank Accounts: Marrs Trust Chk./Int — Interest
SEP/IRA RBC — Int/Div
Cp — Int/Div
Teck Cominco Lid /TCK — Int/Div
Encana - ECA — Int/Div
Cenovius — Int/Div
Oracle - ORCL — Int/Div
End of IRA
HD — Int/Div
HD — Int/Div
PG — Int/Div
PG — Int/Div
GE — Int/Div
GE — Int/Div
AOL — None
AOL — None
Time Wamer — Int/Div
Time Wamer — Int/Div
Time Wamer Cable — Int/Div
Time Wamer Cable — Int/Div
Janus Contrarian Fund — Int/Div
Janus Contrarian Fund — Int/Div
Pepco Holdings POM — Int/Div
FE — Int/Div
Duff & Phelp Fund - DNP — Int/Div
Fund Managed High Income - MHY — Int/Div
Lease of excess Berrien, Ctr, MI acreage to Leitz Corp. — Rent
AT&T — Int/Div
NEE (formerly FPL) — Int/Div
COP — Int/Div
BAC — Int/Div
FIP Properties — None
Alpine Ultra Short Tax ... Income Fund ATOIX — Interest — Buy
Alpine Ultra Short Tax ... Income Fund ATOIX — Interest — Buy
Trustee
Reimbursement — Fairfax — September — Isle of Guernsey — Biannual Board meeting — Travel and lodging
Income — 1/1112/31 — Foundation Press-Book royalties — S1.E50.00
Income — 211112731 — EP Talent Services « Actor's Rovalues — $55.00
Spouse's income — 1/111231 — Grant Thomton - Partership and Consulting Income
Spouse's income — 1231 — Amerncan Arbitration Association - Arbatrator’s fees
Spouse's income — 8/112/31 — Fairfax Lid. - Director's fees
| participate in the Federal Thrift Savings Plan, but it is my understanding that this asset need not be listed.

All individual assets held in brokerage accounts are individually disclosed in report.

The double listing of certain investments is because some are in|

name. | have not designated which wre [JER 2sscts, but | list them separately

because they are individual holdmgs which might be sold separately at a future time.

In previous years, the Union League Club was listed under "Gifts." Based upon further information, and upon the opinion of the Committee on Codes of Conduct,

the monthly fees paid by judges are equal to fees paid by younger members, clergy and military. The fees exceed the overhead costs to the club, and the privileges

accorded are less thun those accorded regular members. In the opinion of the Committee on Codes of Conduct, this fee classification does not constitute a "gift™

under the Ethics in Government Act.

FIP Partners, LLC was purchased on 5/1/08 for $186,000,

There is a possibility that I list some small number of low value assets that 1 no longer own (as some of my prior notes explain). My practice is not to delist assets

until | have documentation that | no longer own it; it is better to be over-inclusive.

ATOIX is an income fund which is routinely reinvested every month and treated here as a continuation of the original investment. If reinvestment is not made,

then the asset will be reported as sold. If the amount invested is increased, the new funds will be reported as a separate purchase. If the amount invested is

decreased, it will be reported as a partial sale. These change of status events will be reported on the annual Financial Disclosure Report (VII).

After 773 | [EE ccosed to receive partnership income from Grant Thomton. After [Jf] cacased to be partner, [Jf] continued some consulting work as an

independent contractor (111, B.1), As a partner of Grant Thornton,

served as a director of Fairfax Ltd, an insurer domiciled on the Isle of Guernsey

ceased partn

Grant Thomton reimbursed [lf] expenses. After,

[ll retxined Jil] position as a director of Fairfax Ltd, In this capaci

Il received

director fees from Fiarfux, which also reimbursed [Jf] travel and lodging expenses for attendance at the twice yearly meetings in the Isle of Guernsey (111 B and

Vv).

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6310. Public record. Not legal advice.
