UNITED STATES DISTRICT COURT DISTRICT OF NEW JE RSEY ROBERT B. KUGLER MITCHELL H. COHEN U.S. COURTHOUSE UNITED STATES DISTRICT JUDGE l John I'. Gerr Plaza - Room 64 CAMDEN, NJ 811 856-757-519 July 22, 28 Hon. Ortrie D. Smith, Chair U; Committee on Financial Disclosure r-- (_ Administrative Offices of the United States Courts Cl C-) c;. (f):,._, c:::.: = c_: r- :A,'i"-.''"l c: N ;, ' '..,j _( One Columbus Circle, NE o:t-, < 1r J> rr1 Washington, DC 2544 '1 -.9 r "- Re: Calendar Year 27 Filing :. () ft CJ bear Judge Smith: Please consider this in response to your letter of June 23, 28, regarding my financial disclosure report dated May 5, 28. Please consider the following as an amendment to my fyay 5,. 28, filing. As to Part VII, page 4, line 1, column 8(2) should read "Int." Part VII should also include: ' ' 17. Royal Dutch Shell B Dividend K T 18. Vanguard Bond Fund B Dividend L T 19. Vanguard NJ Tax-Exempt B Dividend L T 2. Vanguard Dividend Growth B Dividend L T 21. Vanguard Health Care Fund c Dividend L T 22.. Vanguard 5 Index Fund B Dividend L T 2 Mortgage NJ Property D Interest N T 2 Wachovia Bank B Interest K T, One Centennial Square E Dividend M w. 26; 'S hwab Tax Fund 27. Pepco Holdings
July 22, 28 Page 2 As to Part VIII, the following should be substituted: As to Part I, items 17, 18, 19, 2, 21, 22, 23 and 24 of Part VII, list the assets of the Residuary Trust of which I am the Trustee. As to Part VII, line 13, the trust of which I am an income beneficiary only and had no power to direct, buy or sell or otherwise dispose of assets, had investments in American Century Small Company Fund, Harbor Capital Appreciation Fund, Morgan Stanley Institutional Fund, T. Rowe Price Real Estate Fund, T. Rowe Price Equity Income Fund, Delaware Pooled Trust, Dodge & Cox International Stock Fund, SSGA Funds Emerging Market Fund, BP ADR, Exxon Mobil, J. P. Morgan Chase & Co., Briggs & Stratton Corp., General Electric Co., DuPont, Verizon Communications, Public Service Enterprise Group, Pimco High Yield Fund, Western Asset Plus Bond Fund, Evergreen International Bond Fund, Pimco Emerging Markets Bond Fund, Evergreen Intermediate Municipal Bond Fund, Vanguard Intermediate Tax Exempt Fund and Wachovia Bank Money Market. I trust this answers your inquiry. If not, please don't hesitate to contact me again. Very truly yours, RBK:mg
AO JO FINANCIAL DISCLOSURE REPORT Report Required by the Ethics in Government Ac/ o/1978 Rev. 1128 FOR CALENDAR YEAR 27 (5 US.C. opp. IOI-I I I) Person Reporting (last name, first, middle initial) Court or Organization Date of Report KUGLER, ROBERT B United States District Court 515128 Title (Article ill judges indicate active or senior status; magistrate Judges indicate full- or part-time) United States District Judge 7. Chambers or Office Address Mitchell Cohen U.S. Courthouse l John F. Gerry Plaza, Box 889 Camden, New Jersey 81 l Sa. Report Type (check appropriate type) 6. Reporting Period D Nomination, D Sb. Initial D Amended Report D Date Annual 1/1/27 Final to 12/31/27 8. On the basis of the information contained In this Report and any modifications pertaining thereto, it is, in my opinion, in compliance with applicable laws and regulations. Reviewing Offcer Date IMPORT ANT NOTES: The instructions accompanying this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable i11formatio11. Sign on last page. POSIT I NS, (Reporti11g i11divid11a/ 11/y; 'ee pp. 9-13 of filing i11structions.j D NONE (No reportable positions.) POSITION NAME OF ORGANIZATION/ENTITY l. Trustee Residuary Trust U/W (. r= - 1, o.., ; (/ c :;:.: :. ::: h. rrs::. oj/ 'll., - (' rr = Q. ;:::: > -< N )> N N ;u m CT - < rn I AGREEMENTS. (Reporting individual only; see pp. 14-16 of filing instructions.) NONE (No reportable agreements.) PAR TIES AND TERMS
FINANCIAL DISCLOSURE REPORT Dale of Reporl Page 2 of 6 KUGLER, ROBERT B 5/5/28 II N N-INVESTMENT IN CO ME. (Reporting individual and spouse; see pp. I 7-24 of filing imtructions.) A. Filer's Non-Investment Income G2 NONE (No reportable non-investment income.) SOURCE AND TYPE fncome (yours, not spouse's) B. Spouse's Non-Investment Income - If you were married during any portion of the reporting year, complete this section. (Dollar amount not reqwred except.for honoraria.) D NONE (No reportable non-investment income.) SOURCE AND TYPE 27 Salary - State of New Jersey IV. REIMBURSEMENTS -- transportation, lodging.food, entertainment. (Includes those to spouse and dependent children; see pp. 25-27 ofjiling instructions.) G2 NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED
FINANCIAL DISCLOSURE REPORT Date of Report Page 3of6 KUGLER, ROBERT B 5/5/28 V. GIFTS. (Includes those to.1pouse and dependent children; see pp. 28-31 of filing instructions.) NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE VJ. LJABJLJTJES. (Includes those of spouse and dependent children; see pp. 32-33 of filing instructions.) G2 NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE
I FINANCIAL DISCLOSURE REPORT Date of Report Page 4of6 KUGLER, ROBERT B 515128 VI INVESTMENTS and TRUSTS -- income, alue, transactions r1nc1udes t1rose of spouse and dependent children,- see PP 34-6 of filing instructiom.; D NONE (No reportable income, assets, or transactions.) A. B. c. D Description of Assets Income during Gross value at end of Transactions during reporting pcnod (including trust assets) reporting period - reporting period ---T - I (1) (1) (2) (1) (4) Place "(X)" after each asset Amount I Type (e.g., Value Value Type (e.g., Date Value Gain Identity of exempt from prior disclosure 'Code 1 div., rent, Code 2 Method buy, sell, Month - Code 2 : Code 1 buyer/seller (A-H) or int.) (J-P) Code 3 (Q-W) redemption) Day (J-P) (A-HJ (1fpnva1c transaction) I i (2) (2) (3) (5) Wachovia Bank A J T Gabel Ii Asset Fund Mutual Qualified Fund Schwab I Fund ABA Members Retirement Fund c Dividend N T 6. American Express Co. B Dividend M T 7. Ford A Dividend K T 8. Lehman Brothers A Dividend K T 9. Exxon Mobil 1. Newell/Rubbermaid 11. Visteon Corp. Dividend J T 1 Partnership, coins None J w 1 Trust (income beneficiary) c Distribution M T 14. Commerce Bank A Interest J T 1 AIG Sun America Life 16. Ameriprise Financial, Inc. 17. I Income Gnm Codes /\ =S1, or less B Sl,OOl -Sl,5 C "52,5 I - S5, D "5 I S15, E -Sl.'.OUI S5UJHIU (Set. Columns Bl anj D-t) F =55,1-51, G =5 I, I - SI,, HI =Sl,,UI -55,, H2 =More th<in 55,,UU 2 Value CoJes J =S 15,UOU or less K =S 15,1-55, L =S5,I - SI, M "51.1. S2 (See Columns CJ <ind DJ) N =525, I - 55, =55, I - 51,, PI =51,, I - $5,, P2 =S5,,I - $25,U,OOO Pl =525,,1 - S5,, P4 =Mo re than S5U.,UOO Valut. 1\lethod Car.Jes Q =Appraisal R "'Co.st (Real Estate Only) S =Assessment T =Ca.sh Marh.et {See Column C2J U =Book Value \I =Other W -"'Estimated
FINANCIAL DISCLOSURE REPORT Date of R< port Page 5 of 6 KUGLER, ROBERT B 515128 VII ADDITIONAL INFORMATION OR EXPLANATIONS. (lndicatepartofreport.) As to Part I, the Residuary Trust is invested in mutual funds through Vanguard (total value $25, -$5,), shares of Royal Dutch Shell (less than$ I, dividends; total value$ I 5, -$5,), a mortgage and a partnership which owns real estate in Haddonfield, NJ (income$ I 5, -$5,; value$ I 5, - $25,) and an account at Wachovia Bank (income less than $1,; total value$ I 5, -$5,). I receive no income as trustee nor any other thing of value and am a contingent beneficiary of the corpus only. As to Part VII, I no longer have any interest in the bond, or the Haddon Savings, PNC or Vanguard Star Fund and have no information on whether or note -does. As to the partnership, coins, that is a partnership with...
FINANCIAL DISCLOSURE REPORT Date of Report Page 6of6 KUGLER, ROBERT B 515128 IX. CERTIFICATION. I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure. I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 51 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations. Signature, NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIJES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. 14) FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Offce of the United States Courts Suite 2-31 One Columbus Circle, NE Washington, D.C. 2544