# Robert B. Kugler > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7899 ## Record - **Judge:** Robert B. Kugler - **Year:** 2017 - **Report type:** Annual - **Pages:** 14 ## Text TD Bank — Interest Wells Fargo Bank — Interest Franklin Templeton Mutual Qualified Fund — Int/Div Trust {Income Beneficiary) — Int/Div Partmership, Coms — None AIG Sun America — Interest Trust (Trustee) - #8 - #95 are assets of the Trust Wells Fargo — Interest Vanguard Bond Fund — Int/Div Vanguard Dividend Growth — Int/Div Vanguard NJ Tax Exempt — Int/Div Vanguard S00 Index — Int/Div Ambev SA ADR — Int/Div — Sold Bel Fuse, Inc — Int/Div — Sold Biogen Inc — Int/Div Calamos Asset Mgmt. Inc — Int/Div — Sold Ceco Environmental Corp — Int/Div — Sold Codorus Valley Bancorp — Int/Div Commercial National Finl Corp. — Int/Div CF Industries Holdings — Int/Div — Sold Civista Bancshares Inc — Int/Div — Sold Croghan Bancshares Inc — Int/Div Delta Natural Gas Company Co — Int/Div — Sold Exchange Bank Santa Rosa — Int/Div — Sold F & M Bank Corp. — Int/Div — Sold Glaxo Smith Kline PLC — Int/Div — Sold Horace Mann Educators — Int/Div — Sold Ingredion Inc — Int/Div — Sold Laclede Group Inc — Int/Div Lilly & Co. — Int/Div Mackinac Financial Corp — Int/Div — Sold Manning & Napier Inc — Int/Div — Sold New Jersey Res Corp, — Int/Div — Sold Northway Fimancial Inc — Int/Div — Sold Northwest Natural Gas Co. — Int/Div New Home Co. Inc — Int/Div Ome Liberty Properties — Int/Div Otter Tail Corp. — Int/Div Pembma Pipeline Corp — Int/Div Pimnacle Bancshares Inc — Int/Div Lannett Co. — Int/Div Royal Dutch Shell — Int/Div Scana Comp. — Int/Div Scana Corp. — Sold Spectra Energy Corp. — Int/Div Spire Inc — Int/Div Teva Pharm Industries Lid ADR — Int/Div — Sold Third Point Remsurance — Int/Div — Sold Unilever PLC ADR — Int/Div — Sold Spartan Nash Co. — Int/Div Veolia Environmental ADR — Int/Div — Sold Vodafone Group PLC ADR — Int/Div VSE Corp. — Int/Div WEC Energy Group — Int/Div WGL Holdings Inc — Int/Div Cmer Resources — Int/Div PBF Logistics Partners — Int/Div Crestwood Equity Partners — Int/Div Gran Tierra Energy Inc — Int/Div Medical Properties Trust — Int/Div Katahdin Bankshares — Int/Div Mortgage NJ Property — Interest Oxbridge Re Holding LT — Buy Oxbridge Re Holding LT — Int/Div — Sold Hehx Energy Solutions Group Inc — Int/Div — Buy Occidental Petroleum Corp — Int/Div — Buy Terra Nitrogen Co. Ltd. — Int/Div — Buy Terra Nitrogen Co. Ltd. — Sold Federated Invs. Inc — Int/Div — Buy Computer Programs & Systems Inc — Int/Div — Buy Baldwin & Lyons Inc — Int/Div — Buy Baldwin & Lyons Inc — Sold Manitix International Inc — Int/Div — Buy Hardings Inc — Int/Div — Buy Martin Midstream Partners Lid — Int/Div — Buy Amgen Inc — Int/Div — Buy Holly Frontier Corp — Int/Div — Buy Sucampo Pharm — Int/Div — Buy National Fuel Gas Co. — Int/Div — Buy Allscripts Healthcare Solutions Inc — Int/Div — Buy Sibanve Gold Ltd ADR — Int/Div — Buy Chicago Bridge & Iron Co — Int/Div — Buy Chicago Bridge & Iron Co — Sold CPI Aerostructures Inc — Int/Div — Buy Shire PLC ADR — Int/Div — Buy Maiden Holdings — Int/Div — Buy Maden Holdings — Sold Plizer Inc — Int/Div — Buy Federated Inv, Inc — Int/Div — Buy Federated Invs, Inc — Sold Computer Programs & Systems Inc — Int/Div — Buy Genesis Energy Ltd, Partnership — Int/Div — Buy General Electric Co — Int/Div — Buy Andeavor Logistics — Int/Div — Buy Vistra Energy Comp. — Int/Div — Buy Iron Mountain US Holdings — Int/Div — Buy Mortgage NJ Property — Interest U.S. Savings Bonds — Interest TD Bank — Interest T Rowe Price Alaska 529 (no control) — Int/Div Pioneer Stock Fund — Int/Div Winthrop Realty Trust — Int/Div Ballston Spa National Bank — Int/Div — Sold Sturgis Bancorp — Int/Div CBT Fmancial Corp. — Int/Div — Sold Exelon Corp. — Int/Div Croghan Bancshares Inc — Int/Div CAE Inc — Int/Div — Sold Katahdin Bankshares Corp — Int/Div Exchange Bank Santa Rosa — Int/Div — Sold Ferrellgas Partners — Int/Div — Sold Croghan Bancshares — Int/Div Delek Logistics — Int/Div Glaxo Smith Kline ADR — Int/Div — Sold Ome Liberty PPTYS Inc — Int/Div VSE Corp — Int/Div Lilly & Co. — Int/Div Helix Energy Solutions — Int/Div — Buy Mamtax Intl — Int/Div — Buy CPI Aerostructures — Int/Div — Buy CPI Aerostructures — Int/Div — Buy National Fuel Gas Co. — Int/Div — Buy National Grid PLC — Int/Div — Buy National Grid PLC — Sold Sibanve — Int/Div — Buy Maiden Holdings — Int/Div — Buy Maiden Holdings — Sold Baldwin & Lyons Inc — Int/Div — Buy Sterling Construction — Int/Div — Buy Computer Programs & Systems — Int/Div — Buy Evolution Petroleum — Int/Div — Buy VSE Corp. — Int/Div Pembina Pipeline — Int/Div — Buy Schlumberger Ltd — Int/Div — Buy Phillips 66 Partners LA — Int/Div — Buy Baldwin & Lyons — Int/Div — Buy Commercial National Fuel — Int/Div — Buy Gran Tierra Energy — Int/Div — Buy Richardson Electric — Int/Div — Buy Riverview Financial — Int/Div — Buy Real Estate (Collier County, FL) Parcel One — None Real Estate (Atlantic County, NJ) Parcel One — Rent Real Estate (Atlantic County, NJ) Parcel 2 — None — Sold Real Estate (Camden County, NJ) Parcel — None Real Estate (Camden County, NJ) Parcel 2 — Rent Real Estate {Camden County, NJ) Parcel 3 — Reat Liability — Family Member #1 — Loan 1. As to Part VI, Liabilities, the loan from Trust #1 was repaid in April, 2018, and the loan from family member #1 will be repaid in July, 2018. 2 2 . As to Part VII, Paragraph 4, the partnership is with a family member (#2) and is invested in gold coins, 3 . The Assessment in Part VII, Paragraphs 140 « 144, are as follows: Collier County Parcel 1: §519,299 Atlantic County Parcel 1: $542,000 Camden County Parcel 1: $725,000 Camden County Parcel 2: $188,500 Camden County Parcel 3: $588,000 Atluntic County Parcel 2 was sold in October, 2017. 4. Part VIL, Paragraph 96 is a purchase money mortgage given to The Trust to secure a loan made by The Trust to a family member. 5. Part VII, paragraphs 97, 98, 99, 100, 141, 142, 143 and 144, are owned entirely by li 6. As to Part VIL, Paragraph 3, I was an income beneficiary of a Trust established by a deceased relative. | had a contingent interest in the corpus. The Trust will be dissolved in 2018 and the assets distributed. | had no power to buy, sell, direct or otherwise dispose of its assets. As of 12/31/17, the Trust was invested in American Century Tax-Free Bond Fund; J.P. Morgan High Yield Fund; Nurveen High Yield Municipal Bond Fund; Nurveen Intermediate Duration Bond; Nurveen Limited Term Municipal Bond Fund; T. Rowe Price Institutional Float Rate Fund; Vanguard Intermediate Term Tax-Exempt Fund; Fidelity Advisors Emerging Markets Income Fund; Pimco Emerging Local Bond Fund Inst; Comcast Corp; Las Vegas Sands Corp.; TIX Companies, Inc.; Walt Disney Co.; Hain Celestial Group, Inc., Exxon Mobil Corp.; Ameriprise Financial Inc.; Bershire Hathaway, Inc.; Blackrock Inc. Citigroup Inc.: CME Group, Inc. . Morgan Chase & Co. PNC Financial Services Group; Eli Lilly & Co: Gilead Sciences Inc.: McKesson Corp: Merck & Co, Inc; Thomas Fisher Scient Ine.; United Health Group, Inc; Boeing Co; General Electric Co; Union Pacific Corp.; Alphabet, Inc.; Apple Inc; Cisco Systems In “ognizant Tech Solutions CRP Com; Microsoft Corp.; Celanese Corp.; Verizon Communications; Public Sve Enterprise Group, Ine.; Eaton Corp.; Manulife Financial Corp.; Suncor Energy, Inc.; AQR Managed Futures Strategy Fund; ASG Global Alternatives Fund; Eaton Vance Global Macro Absolute Return; John Hancock Fund 11; Neuberger Berman Long Short Fund: Blackrock Global Long/Short; SPDR DJ Wilshire Intemational Real Estate Fund; T. Rowe Price Real Estate Fund and Voyu Real Estate Fund Class 1 7. Part VII, Paragraph 90 was added as an Amendment to Paragraph 89. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7899. Public record. Not legal advice.