# Robert B. Kugler > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/6410 ## Record - **Judge:** Robert B. Kugler - **Year:** 2015 - **Report type:** Annual - **Pages:** 15 ## Text Wells Fargo Bank — Interest Frunklin TempletonMutual Qualified Fund — Int/Div Trust {Income Beneficiary) — Int/Div Partmership, Coms — None TD Bank — Interest AIG Sun America — Interest Trust (Trustee) - #8 - #92 are assets of the Trust Wells Fargo — Interest Vanguard Bond Fund — Int/Div Vanguard NJ Tax Exempt — Int/Div Vanguard Dividend Growth — Int/Div Vanguard 500 Index — Int/Div Ambev SA ADR — Int/Div Bassett Furniture — Int/Div — Sold Bel Fuse. Inc — Int/Div Blue Capital Remsurance Ltd. — Int/Div — Buy Calamos Asset Mgmt. Inc — Int/Div Capital Product Partners — Int/Div — Buy Ceco Environmental Corp. — Int/Div — Buy Codorus Valley Bancorp — Int/Div Commercial National Finl Corp. — Int/Div — Buy Croghan Bancshares Inc — Int/Div Crown Media Holdings — Int/Div Delta Natural Gas Company Inc — Int/Div Eastern Virginia Bank Inc — Int/Div Exchange Bank Santa Rosa — Int/Div — Buy F & M Bank Comp. — Int/Div First Bancshares Inc — Int/Div First Community Bancshares — Int/Div — Buy Horace Mann Educators Corp — Int/Div Ingredion, Inc — Int/Div Integrys Energy Group — Int/Div — Sold lowa First Bancshares Corp, — Int/Div Laclede Group Inc — Int/Div Logansport Financial Corp. — Int/Div Mackinac Financial Corp. — Int/Div — Buy Magal Securities Systems Lid — Int/Div Manning & Napier Inc — Int/Div MDV Resources Group, Inc — Int/Div Mid Penn Bancorp Inc — Int/Div Molina Healthcare Inc — Int/Div Monarch Financial Holdings Inc — Int/Div New Jersey Res Comp. — Int/Div Nordic American Tanker Lid. — Int/Div Northway Financial Inc — Int/Div Northwest Natural Gas Co — Int/Div Otter Tail Corp — Int/Div Pembina Pipeline Corp — Int/Div Pico Holdings Inc — Int/Div — Sold Pmnacle Bancshares Inc — Int/Div Powersecure Intl Inc — Int/Div Questor Corp. — Int/Div — Buy River Valley Bancorp — Int/Div Roval Dutch Shell — Int/Div Scana Corp. — Int/Div — Buy Security Federal Corp. — Int/Div Shiloh Industries Inc — Int/Div — Sold Southern Michigan Bancorp — Int/Div Spartan Nash Co. — Int/Div — Sold Spectra Energy Corp — Int/Div Summit State Bank — Int/Div Universal Health Realty Income Trust — Int/Div Veolia Environmental ADR — Int/Div WEC Energy Group, Inc — Int/Div — Buy WGL Holdings Inc — Int/Div Winnebago Industries — Int/Div — Buy Calumet Specialty Products — Int/Div Ciner Resources Lid. — Int/Div — Buy Cone Midstream Partners — Int/Div — Buy Ferrellgas Partners Ltd. — Int/Div — Buy NCL Energy Partners, LP — Int/Div — Buy PBF Logistics Ltd — Int/Div — Buy Pike Corp. — Int/Div Diversicare Healthcare Services — Int/Div — Sold CompX Intl. Inc — Int/Div — Sold Plains All American Pipeline — Int/Div — Sold Pike Corp. — Int/Div Enable Midstream Partners — Int/Div — Buy Enable Midstream Partmers — Sold Premier Inc — Int/Div — Buy Premier Inc — Sold Plains All American Pipeline — Int/Div — Sold Great Lakes Dredge & Dock — Int/Div — Buy Great Lakes Dredge & Dock — Sold RPX Corp. — Int/Div — Buy RPX Comp — Sold Hardings Inc — Int/Div — Buy Hardings Inc — Sold Medical Properties Trust — Int/Div Ardmore Shipping Corp — Int/Div — Buy Katahdm Bankshares — Int/Div — Buy Mortgage NJ Property — Interest US Savings Bonds — Interest Met Life (whole life) — Int/Div TD Bank — Interest TT Rowe Price Alaska 529 (no control) — Int/Div ING Direct — Interest Pioneer Stock Fund — Int/Div Ambey — Int/Div — Sold Manning & Napier — Int/Div Commercial National Financial Corp. — Int/Div — Sold F & M Bank Corp. — Int/Div — Sold Integrys Energy Group — Int/Div — Sold Bank McKenney Va — Int/Div — Sold Veolia Environmental — Int/Div — Sold Security Federal Corp. — Int/Div Winthrop Realty Trust — Int/Div Ballston Spa National Bank — Int/Div Sturgis Bancorp — Int/Div Natural Resources Partners LP — Int/Div — Sold CVR Partners LP — Int/Div — Sold Spartan Nash — Int/Div — Sold CBT Financial Corp. — Int/Div Bio-Reference Lab Inc — Int/Div — Sold River Valley Bancorp — Int/Div — Sold Exelon Corp. — Int/Div First Community Bancshares — Int/Div — Sold Powersecure Intl, Inc — Int/Div — Sold Franklin Financial Services — Int/Div — Sold lowa First Bancshares Corp. — Int/Div — Sold PGT Inc — Int/Div — Sold PICO Holdings Inc — Int/Div — Sold Outer Tail Corp. — Int/Div — Sold Armada Hoffler Properties, Inc — Int/Div Magal Security — Int/Div — Sold Croghan Bancshares Inc — Int/Div Health Ins. Innovations Inc — Int/Div — Sold Calumet Specialty — Int/Div — Sold Atlas Air Worldwide Holdings Inc — Int/Div — Sold Thor Industries Inc — Int/Div — Sold Peron Network Lid, — Int/Div — Sold Electro Rent Corp. — Int/Div — Buy Electro Rent Corp. — Sold Capital Products Partners — Int/Div — Buy Capital Products Partners — Sold Great Lakes Dredge — Int/Div — Buy Great Lakes Dredge — Sold American Midstream Partners — Int/Div — Buy American Midstream Partners — Sold DCP Midstream Partners — Int/Div — Buy DCP Midstream Partners — Sold Constellium NV — Int/Div — Buy Constellium NV — Sold CAE Inc — Int/Div — Buy CECO Environmental — Int/Div — Buy Magic Software — Int/Div — Buy Katahdin Bankshares Corp — Int/Div — Buy Blue Capital Reinsurance — Int/Div — Buy Northway Financial — Int/Div — Buy Medical PPTYS TR Inc — Int/Div — Buy Exchange Bank Santa Rosa — Int/Div — Buy Investors Real Estate — Int/Div — Buy Ferrellgas Partners — Int/Div — Buy Croghan Bancshares — Int/Div — Buy PBI Logistics — Int/Div — Buy Real Estate - (Collier County, FL) Parcel — None Real Estate - (Atlantic County, NJ) Parcel — None Real Estate - (Atlantic County, NJ) Parcel 2 — None Real Estate - (Camden County, NJ) Parcel — None Real Estate - (Camden County, NJ) Parcel 2 — Rent Real Estate - (Camden County, NJ) Parcel 3 — Rent Spouse's income — 2015 — Self-Employed Court Reporter Part VII, Paragraph 4, the partnership is with a family member and is invested in gold coins. The assessments in Part VII, paragraphs 156 - 161, are as follows: Collier County Parcel 1: $547,000 Atlantic County Parcel 1: $544,600 Atlantic County Parcel 2: $309,900 Camden County Parcel 1: $750,000 Camden County Parcel 2: $187,400 Camden County Parcel 3: $912,000 Part VII, Paragraph 68. When purchased on 4/10/15, the company was known as OCI Resources LP and changed its name on 11/6/15, Part VII, Paragraph 92 is a purchase money mortgage given to the Trust to secure a loan made by the Trust. Part VII, Paragraph 97 the ING Account was liquidated in 2015. Part VII Paragraphs 93, 94, 95, 96, 97, 98, 157, 158, 159, 160 and 161, are owned entirely by spouse. As to Part VII, Paragraph 3, | am an income beneficiary of a Trust established by a deceased relative. | have only a contingent interest in the corpus. | have no power to direct, buy, sell, or otherwise dispose of the assets. As of 12/31/15, the Trust was invested in the following funds and securities: Aberdeen Global High Income Fund; American Century Tax-Free Bond Fund; Nuveen Intermediate Duration Bond Fund; Nurveen Limited Term Municipal Bond Fund; Vanguard Intermediate Term Tax Exempt Fund; Fidelity Advisors Emerging Markets Income Fund; Pimco Emerging Local Bond Fund; Pimeo Foreign Bond Fund; Comcast Corp.; Johnson Controls, Inc.; Target Corp.: TIX Companies, Inc.; Walt Disney Co.; CVS Health Corp.; Exxon Mobil Corp.; Affiliated Managers Group, Inc.; Ameriprise Financial Inc. Berkshire Hathaway, Inc.; Blackrock, Inc.; Citigroup, Inc.: CME Group, Inc.; Goldman Suchs Group, Inc. J.P. Morgan Chase & Co.; Gilead Sciences, Inc.: McKesson Corp.; United Health Group, Inc: Boeing Co.; General Electric Co.: Union Pacific Corp; Alphabet Inc.; Apple, 3 Inc; Cisco Systems, Inc. Microsoft Corp.; Oracle Corp. Celanese Corp.; Monsanto Co; Verizon Communications; Public Service Enterprise Group, Inc. Diageo PLC; Eaton Corp; HSBC; Schlumberger Ltd; Suncor Energy, Inc..; Touchstone Mid Cap Fund; Victory Munder Mid Cap Core Growth Fund; Artisan International Fund; Harbor International Fund; 1Shares MSCI Emerging Markets Fund; AQR Managed Futures Strategy Fund; ASG Global Altematives Fund; Blackrock Global Fund; Eaton Vance Global Macro Absolute Return Fund; Neuberger Berman Long Short Fund: The Merger Fund; Barclays Bank Bloomberg Commodity Index Fund: Morgan Stanley International Real Estate Portfolio; Voya Real Estate Fund. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6410. Public record. Not legal advice.