# Lewis A. Kaplan > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/9331 ## Record - **Judge:** Lewis A. Kaplan - **Year:** 2015 - **Report type:** Annual - **Pages:** 13 ## Text Citibank accounts — Interest IP Morgan Chase accts (S) — Interest NY Life whole life policies — Int/Div NYSDom40I19(E) — Interest New York NY Ser N40 1714S) — Interest Minisink CSD 4.0 12(S) — Interest A Brookhaven CSD (S) — Interest GECCS016(S) — Interest NYSDom4.019(S) — Interest National Union Bank of Kinderhook — Int/Div New York NY IDA 4017 (S) — Interest Clarkstown 4.25 20 (E) — Interest NYCS5021(E) — Interest Port Auth 4.75 32 — Interest NYSTwylsSiI8 — Interest NYSTwy4528 — Interest JP Morgan Chase (IRA) — Interest JP Morgan Tax Free Money Mkt (E) — Int/Div Ithaca NY 4.0 16(E) — Interest JP Morgan Treas Agy Fd (S) — Distribution JP Morgan Strategic Inc Fd — Distribution IP Morgan US Equity Fd — Int/Div JP Morgan Short Duration Bd Fd — Distribution JP Morgan brokerage accts — Interest JP Morgan Tax Free Money Mkt — Int/Div Perinton NY 3.2515 — Interest — Redeemed Niskayuna NY 3.375 16 — Interest Dutchess Co. NY 5.018 — Interest Orange Co. NY 42519 — Interest JP Morgan Chase checking accounts — Interest JP Morgan Treas & Agency Fd (S) — Int/Div JP Morgan Strategic Income (S) — Distribution JP Morgan International Value Fund (S) — istnbution JP Morgan US Equity Fund (S) — Distribution JP Morgan Short Duration Bond Fd (S) — Iistnbution JP Morgan brokerage accts (S) — Interest JP Morgan Tax Free Money Market Fd (S) — Int/Div JP Morgan Intl Value — Int/Div JP Morgan High Yield Bond — Distribution JP Morgan Core Bond — Distribution Falconer CSD 4015 — Interest — Redeemed Falconer CSD 4.7520 — Interest Marietta Ga4.0 16 — Interest Pembroke CSD 4.020 — Interest Starpoint CSD 4.015 — Interest — Redeemed JP Morgan High Yield Bond (S) — Distribution Am Century Eq Inc Fd (S) — Int/Div JP Morgan Core Bond (S) — Distribution Ellenville CSD 4.0 16(S) — Interest Falconer CSD 4.75 20(S) — Interest Hawaii 4.0 15(S) — Interest Ozark Mo 4.018(S) — Interest Port Jefferson 3.5 15(S) — Interest Rocky Point CSD 4.0 16(S) — Interest New Mexico 4.0 1S (E) — Interest Hewlett Woodmere 4.0 20(E) — Interest Riverhead 4.0 18(E) — Interest Rocky Point CSD 4.0 16(E) — Interest Alpine Ut4.0 13 (E) — Interest Dallas Tx Comm Coll 4.0 17 — Interest Wallkill 3.517 — Interest NYSDomd4s5 1S — Interest — Redeemed NYSEnvFacS5015(E) — Interest Greece NY 4.125 17(E) — Interest Am Century Eq Inc Fd — Distribution Plainview Old Beth 4.0 21 — Interest Putnam Co NY 40 16 — Interest Island Trees UFSD 4.0 22 — Interest Triboro BTA 4.020 — Interest Bethlehem CSD 4.017 — Interest Westchester Co 3.018 — Interest Edgemont UFSD 4.0 20 — Interest Edgemont 3.0 16 — Interest Ontano Co 3.0 16 — Interest Sachem CSD 3.018 — Interest JP Morgan Equity Inc Fd — Distribution JP Morgan Unconstrained Bd Fd fk/a Tr Mit SC Ine. — Distribution Rockville Centre 40 22 (E) — Interest Edgemont NY UFSD 4.0 22 (E) — Interest New Hyde Pk UFSD 4.0 22 (S) — Interest East Islip UFSD 4.0 21 (S) — Interest Roslyn NY UFSD 3.0 18 (S) — Interest NYS Env Facs 4.0 18(S) — Interest JP Morgan Equity Inc (S) — Distribution — Buy (add'l) JP Morgan Unconstrained Bd Fd fik/a Tr MI SC Inc (S) — Int/Div Federated Tax Free Oblig Fd Inst Sh(T) — Interest Janus Enterprise Fd C11(T) — Int/Div 8 — Distribution Oppenheimer Intl Growth Fd C1 Y — Int/Div Weingarten Rity Invs Sh Ben Int (T) — Int/Div — Sold 91 — Distribution JP Morgan Floating Rate Inc, Fund — Distribution JP Morgan Large Cap Growth Fd — Distribution JP Morgan Floating Rate Inc Fd (S) — Int/Div JP Morgan Large Cap Growth Fd (S) — istnbution Erie Co. 5.0 23 (E) — Interest NYS Bridge Auth 4.0 23 (E) — Interest Cold Spring Hrbr 4.25 20 — Interest North Shore CSD 4.0 19 — Interest North Shore CSD 4.021 — Interest Nassau Co. 4.021 — Interest Saratoga Springs 5.0 23 — Interest Port Wash UFSC 5.0 19 — Interest Arlington UFSD 5.0 19 — Interest NYC Mun Wir 3.25 18 — Interest NYC Mun Wir 5.022 — Interest NYC Trans Fin 5.0 23 — Interest NYS Dorm Gt Neck 5.0 24 — Interest NYS Dorm 5.021 — Interest NYS Env Fac 5.024 — Interest NYSSer. C5019 — Interest Pittsford UFSD 4.0 22 — Interest Westchester Co. 4.0 21 — Interest Halfmoon NY 4.0 19 — Interest JP Morgan Value Adv Fd (S) — Distribution NYC Tr for Cult. 4.021 (S) — Interest NYS Dorm 5.022(S) — Interest Pine Bush CSD 5.02348) — Interest Pittsford CSD 4.0 22(S) — Interest Nassau Co. 5024 (E) — None NYS Dorm 5.024 (E) — Interest Brookhaven 5.0 23 (E) — Interest Columbia Contrarian Core Fd (T) — Int/Div 124 — Distribution Legg Mason Clearbridge Sm Cap Growth Fd(T — istmbution Columbia Emg Mkts Fd (T) — Int/Div Prudential Global Real Est Fd (T) — Int/Div — Sold NYCRef 5017 — Interest — Buy Shenendehowa CSD 4.0 22 — Interest — Buy NYS Dorm Gt Neck 5.025 — Interest Islip 5.021 — Interest NYS Dorm Sales Tax 5.025 — None — Buy JP Morgan Value Adv Fd — istmbution — Buy JP Morgan Value Adv Fd — Buy Permton 3.25 15(E) — Interest — Redeemed Trustee, Trust for family member Trustee, Trust w'w/o deceased relative Spouse's income — Pension and retirement plan pmts pension plans for benefit of retirees of Random House, Inc 1 (E) designates assets held as trustee ww/o deceased relative , (S) assets held by spouse, and (T) assets held as trustee f/b/o family member, These designations are very helpful to me in reporting properly, They may be redacted for any public release. 2 2 The listings at Part VII, pages 6 and 7, lines 32 and 46, for "JP Morgan brokerage accounts” reflect only cash balances and interest thereon, The individual non-cash assets are mutual funds listed elsewhere i the report. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/9331. Public record. Not legal advice.