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FINANCIAL DISCLOSURE REPORT


FOR CALENDAR YEAR 2009
2, Court or Organization United States District Court - District of New Jcrsey 5a. Report Type (check appropriate type) [] Nomination, ]-"l initial Date V~l Annual [~ Final

Rwort Req.irea by th~ Ethics


in Government Act of 1978

(5 u.s.c. ~pp. loi-l]O


3. Date of Report" 4/29/2010 6. Reporting Period 1/01/2009 to 12/31/2009

Person Reporting (last name, first, middle initial) KUGLER, ROBERT B. 4. Title (Article III judges indicale active or senior status; magistrate judges indicate full- or pan-time) United States District Judge - Active

5b. [] Amended Report 7. Chambers or Office Address Mitchel! Cohen U, S. Courthouse t John F. Gerry Plaza, Box 889 Camden, New Jersey 08101 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 Ol]Icer Date

IMPORTANT NOTES: The instructions accompanying this form must be followed Complete all parts,
checking the NONE box for each part where you have no reportable informa~iot~ Sign on last pag~

1. POSITIONS. ~s,,oni.~ i~ai,aoo~ o.tr; ~,,,~,. ~-~ oz, ti~ instructions.)


--] NONE (No reportable positions.) IPOSITION I. Trustee Trust #1 NAME OF ORGANIZATION/ENTITY

NON E (No reportable agreements.)

~~"~

[:~

PARTIES AND TE~S ~

Kugler, Robert B.

FINANCIAL DISCLOSURE REPORT Page 2 of 8

~..e of Person Reporting

Dale of Report

KUGLER, ROBERT B.

4/29/2010

lII. NON-INVESTMENT INCOME. ~R,po,ing i.di~i~,~l ~.d ~o~; ~,, ~. ~Z-2~ o~i.~ i~,~,~,io~.~
A. Fliers Non-Investment Income
NONg (No.reportable non-im,estment income.)

~
1.

SOURCE AND TYPE

~COME
(you~, hal spouses)

2. 3. 4.

B. Spouses Non-lnvestment Income - J/~,ou were married during any partion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)

NONE (No reportable non-investment income.) DATE SOURCE AND TYPE

2. 3. 4.

IV. REIMBURSEMENTS (Includes those to spouse und dependent children: see pp. 25-27 of filing instructions.)

[]

NONE (No reportable reirabursemems.) SOURCE DATES LOCAT1ON PURPOSE 1TEMS PAID QR PROVIDED

1.
2. 3, 4. 5.

Name of Person Reporting

Date of Report

PageFINANCIAL, 3 of 8 DISCLOSURE REPORT

KUGLER, ROBERT B.

4/29/2010

V. G ! FTS. (Intrudes those to spo~ and dependent children; see pp. 2S-3 t of )qfing instructiort~.)
[~ NONE (No reportable gifts.) SOURCE
I. 2. 3.
4.

DESCRIPTIQN

VALUE

5.

VI. LIABILITIES. a~ ~hos~ ors, o~i ~ ~er~nden, ~h~,~; ~e~p. ~2-~ of filing instructions.)
[] NONE (No reportable liabilities.) CREDITOR
I.

DESCRIPTION

VALUE CODE

2. 3.
4.

5.

Name o[ Person Reporting FINANC, IAL -DISCLOSURE REPORT [ KUGLER, ROBERT B. Page 4 of 8

Date of Report

4/29n010

V !I. I NVESTMEN TS and TRUSTS-i.~o~.., ,,.~., t .....io~ a~a~ 1~o~ o/~o~ ~ ~, ~u,~ ~, ~. ~4-~o .
~ NONE (No reportable income, ~sets, or transactions.)

Z .......
~sc~ption of Assets (including t~st assets) Place "{X)" a~er each ~t exempt from prior di~losure

~.

c.
T~sactlons during re~ing ] V~lue I T~(e.g., buy, sell, ! bieth~ [ } C~e3 ~ redemption) [Date :Value Gain ~m~dg~~ C~e 2 C~e I { (J-P) (A-H) ~ ; Idemity of (ifpfivme

Gross value at end ~ Income during ~po~ing period of reposing ,, ........... ~Amo~t [ Ty~ (e.g.. Value C~e ! di~ ..... t, ~ Code 2 { (A-H) orim,) ~ (J-P)

I. 2. 3. 4. 5. 6. 7. 8. 9. 10. I I. 12. 13. 14. 15. 16. 17.

Wachovia B~k Ga~lli Asset Fund Mural Qualified Fund Schwab 100 Fund American Express Co. Ford Exxon Newell~ubb~aid Visteon Peso Holdings Amefipfise Financial T~st(lncome Beneficial) Pa~ne~hip, Coins Comm~ce Bank (now TD B~k). AIG Sun America T~sl (Trustee) -Royal Dutch Shell

A A A A A A A A "A A A C

Interest Dividend Dividend Dividend Dividend DivideM Dividend Dividend Dividend Dividend Dividend Dividend None

J J l J K J J J J J J M J J J

T T T T T T T T T T T T W T T Sold Sold Sold Sold Sold Sold Sold 02/23/09 02/23/09 02/23/~ 0~23/09 02/23/09 02/2309 02/23/~ B A A A A A D

A A

Interest Interest

Dividend

(See Colu~ C2)

U -B~k Vnlue

V~

W =~timat~

FINANC, IAL DISCLOSURE REPORT


Page 5 of 8

N~me of Person Reporting

Date of Report

KUGLER, ROBERT B. [

4i29/2010

VII. INVESTMENTS and TRUSTS -i .... ,, value, t ...... tions (Includes those of spo ..... d depend~nt children; see pp. 34-60 of flllng instructions.)
NONE (No reportable income, assets or transactions.)
Description of Assets (including trust assets) i Income during reporting period . ~ Amount Code I

Gross value at end of reporting period

Transactions during reporting period

Place "~X)" after each asset exempt from prior disclosure

: (A-H) i

Type (e.g. div., rent, or me.)

Value Code 2 (JP)

Value Method Code 3 / / (Q-W)

Type (e g buy, sell, redemption)

Da~e i Va ue mm,:dd/yy ! Code 2 i ] (J-P)

Ga n i

~Code 1
[ (A-H)

Idemir,, of buyer/~ller (ffprivate transaction)

18. 19.

-Vanguard Bond Fund -Vanguard NJTax Exeropt

B B

Dividend Dividend

L L

T T

20.
21. 22. 23. 2,1. 25. 26, 27. 28. 29. 30. 31. 32. 33. 34.

-Vanguard Dividend Growth


-Vanguard Health Care Fund -Vanguard 500 Index Fund -Mortgage NJ Property -Wachovia Bank -One Centennial Square Real Estate - Collier County FL (2009 $255,000) Schwab IRA -American Century Growth Fund -Blackroek Equity Div. -Davis NY Venture Fund --Eaton Vance Large Cap -Thornburg Value Fund -Waddell & Reed Fund -Wells Fargo Advantage Fund

B
A B D A E

Dividend
Dividend Dividend Interest Interest Dividend

K
K L N K M N

T
T T T T W T T

Dividend

PageFINAINC IAL, 6. of 8 DISCLOSURE REPORT I Nanle of Person ReporttngKUGLER, ROBERT B.

I)ate of Repor~4/2912010

NONE (No reportable ~ncome, assets, or transactions.)


Desc6ption of Assets
(including t~s~ assets) Place "(X)" after ~ch ~I exempt from prior di~losure

Income du~ng
~ing ~fi~

~i Gross value at end


of reporting ~a~ [ T~ (e.g., buy, ~11

iAmount [ Ty~ (e.g., Code ~ / div., rent,

~ Value [ Value I Code 2 ~ Meth~

Date ~ Value [ Gain ] m~d~ Code 2 ~ C~ I ~

Identi~ of buyer/seller

~ .............................................. 35. -First American Small Cap

36.
37. 38 39. 40. 4t. 42. 43. ~. 45. 46

-Na~hem Small Cap Val~e


-A~io In~l ~qui~ Fund -H~or ln~mafional Fund -M~ning & Napier World -SSGA In~emational -FMe~ted Total Ream Bond -Loomis Sayles Bond F~d -Metropolitan West Total Ret~ -Pim~oTotal Re~ Fund -Transamerica Equiq Fuod -SchwabC~h Fund

(~e Colmm C2)

U =~ V~lue

V ~c~

W =Esti~

FINANC, IAL DISCLOSURE REPORT Page .7 of 8

Name of Person Reporting

Da~e of Report

KUGLER, aOBERT B.

4/29/2010

Viii. ADDITIONAL INFORMATION OR EXPLANATIONS. anaica~,~,~ a~Repo,~)

As to Part VII, paragraph 13, the partnership is with ai~ {ii~~ I and is invested in gold coins. As to Part VII, paragraph 17, with another individual I purchased .unimproved real estate in Collier County, FL, in June. The purchase.price was $255,0OO. As to Part VII, paragraph 12, t am an income beneficiary of a Trust and have a contingent interest in the corpus but have no power to direct, buy or sell or other~vise dispose of any assets. The Trust as of 12,;31/09, invested in the following funds and securities: American Century Equity Income Fund, Harbor Capital Appreciation Fund, ING Real Estate Fund, Russe!l 2000 Index Fund, Munder Mid Cap Growth Fund, Pimco Commodity Real Return Strategy Fund, Touchstone Mid Cap Fund, Delaware Pooled Trust - International Equity Portfolio, Harbor International Fund, Lazard Emerging Markets Porttblio. Morgan Stanley Institutional Fund - International Real Estate, Exxon Mobil Corp., BP PLC Sponsored ADR, General Electric Co., DuPont, Verizon Communications, Public Service Enterprise Group, Fidelity Advisor Emerging Markets Fund, Pimco Total Return Fund, Evergreen International Bond Fund, Vanguard Intermediate Term Tax Exempt Fund. As to Part VII, paragraph 16, I hold these investments only as Trustee UiW. I do not have any income interest in any holding and have a contingent beneficial interest in the corpus. [ have the authority to buy, sell, or otherwise dispose of the assets of the Trust. As to Part VII, paragraph 27, the Schwab IRA investments are new this year and substitute for last years investments which were outlined in a letter dated August 6, 2009, supplementing the 2008 financial disclosure.

FINANCIAL DISCLOSURE REPORT Page.8" of 8 IX. CERTIFICATION.

~ of Person Reporting

Date of Report

~<UCLER, ROBERT B.

4/29/2010

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. 1 further certify that earned income from outside emplo)anent and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

Sign

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES OR FALLS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANC~IIONS (5 U.S.C. app. 104)

FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-30 l One Columbus Circle, N.E. Washington, D.C. 20544

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