# Nancy H. Lord

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/6972

## Record

- **Judge:** Nancy H. Lord
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 6

## Text

Neuberger Berman Large Cap Value Fund Investor Class — Int/Div
Neuberger Berman Focus Fund Investor Class — Int/Div
MetLife, Inc common stock (MetLife Policy Holder Trust) — Int/Div
MetLife "Whole Life" Policy — Int/Div
Prudential (Herzfeld & Rubin, P.C. Empl 401K Plan) Stable Value Fund — Int/Div
LP. Morgan Chase IRA (CD) Y — None — Closed
Kev Bank (Cash Accounts) X — None
Prudential (H&R, P.C. Empl. 401K Plan) Loomis Sayles Global Markets Y — Int/Div
Prudential (H&R, P.C. Empl. 401K Plan) Invesco Comstock A — Int/Div
Prudential (H&R, P.C, Empl. 401K Plan) MFS International Value R4 — Int/Div
Prudential (H&R, P.C. Empl. 401K Plan) Oppenheimer Int'l Growth Y — Int
Agreement — 12/28/12 — Pension - New York State Employees’ Retirement System - Monthly Pension Check (no control)
Liability — Key Bank — Unsecured Preferred Credit Line Account
Liability — MetLife — Loan against Own "Whole Lite" Life Insurance Proceeds
Liability — L.L. Bean Visa (Barclaycard) — Revolving Charge Account (Credit Card)
Liability — Mamiott Rewards Visa (Chase) — Revolving Charge Account (Credit Card)
Income — 1207 — Income Denved from Monthly Payment from NYS Retirement System (NYS & Local Employees Retirement System) — $20,791.08
Income — 2007 — Income Derived from Monthly Payment from NYS Teachers Retirement System {as Surviving Spouse of Pensioner) — $45,574.28
Part VIL. Investments and Trusts

Re - Prudential / Herzfeld & Rubin, P.C. Employees’ 401(k) Plan. Nothing is being contributed by Herzfeld & Rubin, P.C. or has been contributed by Herzfeld &

Rubin, P.C. (a former employer) since 1 left the firm's employ in 1999.

Part VIL Investments and Trusts

Re: JP Morgan Chase CDVIRA was closed and the funds were transferred via a rollover to my TSP account. (Gross Value Code J)

Part VIL. Investments and Trusts

Item 4 - A dividend is earned each year on the anniversary of this whole-life policy which automatically results in the acquisition of additional insurance coverage.

Since the anniversary date is in June each year, | have included the dividend amount for 2017, (the dividend amount would fall within category "C* but the amount

of additional insurance that the dividend purchased falls within category "D",

so I used category ("D"). For “gross value" at end of the reporting period, 1 have

provided the cash surrender value information which fulls within category "K".

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/6972. Public record. Not legal advice.