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Judicial Watch • Alex R Munson Financial Disclosure Report for 2003

Alex R Munson Financial Disclosure Report for 2003

Alex R Munson Financial Disclosure Report for 2003

Page 1: Alex R Munson Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:28

Date Created:February 2, 2005

Date Uploaded to the Library:November 12, 2013

Tags:Alex R Munson, trading, MUNSON, International, Gross, stock, 2003, EPA, TRUSTS, IRS, Financial Disclosure, ICE, CIA, income, Judge


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AMENDED 

A0-10 Government Act ortl)78
Rev. 112002 
Calendar Year 2003 ll.S.C. app.  101-Ul) Person Reporting (Last name, First name, Middle initial) 
MUNSON, ALEX 	Title (Article ill Judges indicate active senior status; magistrate judges indicate full-or part-time) 
JUDGE -ACTIVE Chambers Office Address USDC Northern Mariana Islands 
P.O. Box 500687 Court Organization Dale Report  
USDC Northern Mariana Islands  5/11/2004 ReportType (check appropriate type) Reporting Period Nomination,  Date  111/2003 Inilial  @Annual Flnal 12/31/2003 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. 
Saipan, 96950 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSmONS. (Reporting individual only; see pp. 9-13 filing instructions) NONE -(No reportable positions.) Trustee 	Trustee 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions) NONE -(No reportable agreements.) 

ill. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 11-24 ming instructions) NONE  (No reportable non-investment income.) 

(yours, not spouse's) 

IV. REIMBURSEMENTS transportation, lodging, food, entertairunent
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
 NONE (No such reportable reimbursements.) 
 GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 

VI. 	LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 insbuctions.) NONE (No reportable liabilities.) 

AMENDED CALENDAR YEAR 2003 
FINAl"'l'CIAL DISCLOSURE REPORT 
Date Report 
Name Person Reporting 
MUNSON, ALEX 
5/11/2004 Vll. INVESTMENTS and TRUSTS -income, value, transcations (includes those the spouse and dependent cbildren. See pp. 34-57 filing instructions.) Income during Gross value end 
Transactions during reporting period Description Assets reporting period reporting period
(including tmst assets) 
not exempt from disclosure(I) (2) (I) 
(3) 
Place "(X)" after each asset exempt Value Value 
Type (e.g.
Amowit Type (e.g. 
Date: Value 
Gain Identity 
from prior disclosure Codel div. rent Code2 
buy.sell, 
MonU1
Method 
Cl>de2 Code buyer/seller 
merger, 
Day
(A-H) int.) (JP) Code3 
(J-P) (ifprivate
redemption)
(Q-WJ 
transaction) 
DNONE (No reportable income, assets, transactions) 

AETNA Inc. Common Stock  Int/Div  
AETNA Inc. Common Stock  Int/Div  
Altria  Int/Div  
AMGEN  Int/Div  Part Sell  
Sell  Buy  Buy  

112  
7/11  
1127  
1/3  AMGEN  Int/Div  Buy  1/31  AMGEN  Int/Div  Buy  4/3  AMGEN  Int/Div  Buy  1219  American Electric Power Conunon Stock  Int/Div  Part Sell  1/2  American International Group Inc.  Int/Div  Buy  1/3  
10.  Amicrican International Group Inc  Int/Div  Buy  2120  
11.  American International Group Inc.  Int/Div  Buy  6124  

12. 

13. 

14. 

15. 

16. 

17. 

18. 

Anheuser Busch Co. Int/Div 
Anheuser Busch Co. Int/Div 
Applied Materials Int/Div 
Arrow Electronics Conunon Stock Int/Div 
Avnet Inc. Common Stock Int'Div 
Bank America lntDiv Int/Div
Bernstein Tax Managed International Portfolio --'Sl.tKil-S2.50t 1>2.';il.$5.000
Buy 
Sell 
Sell 
Part Sell 
Part Sell
1/6
10/9
112
10/09 S5.l101-S15.000 
Public Trading 
Public Trading 
Public Trading 
Public Trading  Public Trading  Public Trading  Public Trading  Public Trading  Public Trading  Public Trading  Public Trading Public Trading 
Public Trading 
Public Trading Public Trading Public Trading -Sl5,eul-S5l'.IJJO SllJO,Olll-Sl,000,000 !II  1_,_,X>,001-$5.000.000 111 'I.fore thilll S5.00{1,(l()O 15.COi-S50Ji00 S'250.001 '  .....:.. 1u1th  -"1 AGREE.MENTS. (Reporting individual only; see pp. 14-16 offiling instructions) 	cn::Z: (')c> ;:.J:z; ..D
-a:;::.. 
 NONE (No reportable agreements.) 	rri 

-n,
-:-: 	.-'ii 
l,,.: 
ill. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 17-24 offiling instructions) NONE 
Name Person Reporting 
Date Report 

MUNSON, ALEX 
3/2612004 
IV. transportation, lodging, food, entertainment. 
 NONE GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
 NONE -(No such reportable gifts.) 

VI. LIABILIT'IES. (Includes those ofspouse and dependent children. See pp. 32-34 ofinstructions.) 

Date Report
Name Person Reporting 

age 1of10 
MUNSON, ALEX 
3/2612004 
VII. INVESTMENfS and TRUSTS -income, value, transcations (includes those the spouse and dependent childn:n. See pp. 34-57 filing instructions.) 
 Income during Gross value end Transactions dwing reporting period Description Assets 
reporting period reporting period 
(including trust assets) 
(1) (2) (1) (2) 
not eKempt from disclosure 
{2) 
(4)Place "(X)" after each asset exempt Amount Type (e.g. Value Value Type (e.g. Date: Gain ldenlityof
Value
from prior disclosure 
Code div. rent. Code2 Method 	buy, sell, Month-Code2 Code buyerfseller merger,
(A-H) int.) (J-P) 	Code3 Day (J-P'J (A-H) (if private (Q-WJ redemption) transacti011) 
DNONE (No reportable income. assets, transactions) 
AETNA Inc. Common Stock Int/Div Part Sell 	112 Public Trading AETNA Inc. Common Stock Int/Div T Sell 7/11 Public Trading 
Altria Int/Div Buy 1127 Public Trading 
AMGEN Int/Div Buy 113 Public Trading AMGEN Int/Div Buy 1131 Public Trading  AMGEN  Int/Div  Buy  413  Public Trading  AMGEN  Int/Div  Buy  1119  Public Trading  American Electric Power Common Stock  Int/Div  Part Sell  112  Public Trading  American International Group Inc.  Int/Div  Buy  113  Public Trading  
10.  Amierican International Group Inc  Int/Div  Buy  2/20  Public Trading  
11.  American International Group Inc.  Int/Div  Buy  6/24  Public Trading  
12.  Anheuser Busch Co.  Int/Div  Buy  1/6  Public Trading  
13.  Anheuser Busch Co.  Int/Div  Sell  10/9  Public Trading  
14.  Applied Materials  Int/Div  Sell  Public Trading  
15.  Arrow Electronics Common Stock  Int/Div  
16.  Avnet lnc. Common Stock  Int'Div  
17.  Bank America  lntDiv  Part Sell  1/2  Public Trading  
18.  Bernstein Tax Managed International Portfolio  Int/Div  Part Sell  10/09  Public Trading  

------------- Income Gam Codes UJUO less  -1.001-)2.500  -S'.:,5(11-S5,000  -SS,001-SI 5,()(10  -Sl5,iJi.il-S50.vOO  
CSc.: Columns and D-li $50.00lSI00,{)()(1  =SI 00,001-S 1,000,000  !II  =Sl.OOO,OOl-S5.000.00U  112 =More than $5,000,000 aiuc Cad;. .000 less  Sl5.0Gl-$50.i1(JO $50.001-SIOO,OO(J SIOO,(Xi l-S250.000  
.ctu0.uuu  -Appraisal   Cost !Real Estate Only)   Assessm'nr a;h Markel  -[srunaloQ  

Name Person Reporting 
Date Report 
 
fage 2of10 
MUNSON, ALEX 
312612004 
 Vll. INVESTMENTS and TRUSTS -income, value, transcations {includes those the spouse and depcudent children. See pp. 34-57 filing instructions.) 
(e.g. 
19. 20. 21. 22. 23. Description Assets (including tmst assets) Place X)" after each asset exempt from prior disclosure Bernstein Tax Managed International Portfolio Bernstein International Value Portfolio Bernstein International Value Portfolio Bernstein International Value Portfolio Bernstein Intermediate Duration Portfolio Income during reporting period (I) (2) Amount Type (e.g. Code div. rent (A-HJ int.) Int/Div Int/Div Int/Div Int/Div Int/Div Gross value end reporting period (1) (2) Value Value Code2 Method (.J-P) Code3 (Q-WJ Transactions during reporting period (I) not exempt from disclosure (2) (3) Type Date: Value Gain Identity buy, sell, MonthCode2 Code buyer/selle merger, Day (J-P) (A-H) (if private redemption) lransaction) Buy 12/11 Public Trading Part Sell Public Trading Buy 4/03 Public Trading Buy 12/l Public Trading Part Sell 10/09 Public Trading  
24. PLC Sponsored ADR Int/Div  Buy 12/31 Public Trading  
25.  Burlington Northern Santa Corp. Int/Div  Part Sell 1/2 Public Trading  
26.  Cabot Corp. Int/Div  Sell 1/2 Public Trading  
27.  Cardinal Health Inc. Int/Div  Buy 1/3 Public Trading  
28.  Cardinal Health Inc. Int/Div  Part Sell Public Trading  
29.  Cardinal Health Inc. Int/Div  Part Sell 7/15 Public Trading  
30.  Cardinal Health Inc. Int/Div  Sell 7/31 Public Trading  
31.  Chubb Corp Int/Div  
32.  Cigna Corp. Int/Div  Sell 1019 Public Trading  
33.  Cisco Systems Int/Div  Buy 1/3 Public Trading  
34.  Cisco Systems Int/Div  Buy 1219 Public Trading  
35.  Citigroup Inc. Int/Div  Buy 1/3 Public Trading  
36.  Citigi:oup Inc. Int/Div  Buy 9/19 Public Trading lnwm.'.ia111 Cud.:s:   $1.(/()0 5,(00.00(I More than S5,0u0.i00 alu.: C"tdc>    15,0(1   Sl5.00lS50,1iOO  -S50.f1l!l-S!01!,00i1  !1   Slliii,(10l-S250.001J nhHrn1; anJ .;. Si2500tJU-SSnt1.1.1(1u -S5l0,i.ll'l-Sl.0More than ::.5u.voO..vu  
alu< kthC>d CuJe,   Apprisal   Cost Real Estate Only)  -.-'ssessm!m  Ca;h larh.c!  ;;._ .,::11m;llt"'d 
Name Person Reporting 
Date Report Page 3of10 
MUNSON, ALEX 
3126/20 
VII. INVESTMENTS and TRUSTS -income, value, transcations (includes those ofthe spouse and dependent children. See pp. 34-57 filing instructions.) 
 Income during Gross value end Transactions during reporting period Desc:riplion Assets 
reporting period reporting period 
(including trust assets) 
37. 38. 39. 40. 41. 42.  Place "{X)" after each asset exempt from prior disclosure. Comcast Corp. Comcast Corp. Comcast Corp. Conoco Inc. Phillips Conoco Inc. Phillips Constellation Energy Group  (1) Amount COiie (A-HJ  (2) Type (e.g. div. renl int.) Int/Div Int/Div Int/Div Int/Div Int/Div Int/Div  (I) Value Codc2 (J-P)  (2) Value Method Codc3 (Q-W)  (I) Type (e.g. buy, sell, merger, redemption) Buy Buy Buy Part Sell Part Sell  (2) Date: Moull1Day 1/3 712 8/19 112 10/9  (3) Value (J-P)  (4) Gain Code (A-HJ  not exempt from disclosure (S) Identity buycr/sellCl" (if private transaction) Public Trading Public Trading Public Trading Public Trading Public Trading  
43.  Cooper Industries  Int/Div  
44.  Cooper Tire Rubber Co.  Int/Div  Sell  4122  Public Trading  
45.  Coming Inc.  Int/Div  Part Sell  10/9  Public Trading  
46.  Crown Cork and Seal Co. Inc.  Int/Div  Sell  11/4/  Public Trading  
47.  CSX Common Stock  Int/Div  Part Sell  112  Public Trading  
48. 49. so. 51. 52. 53. 54.  CSX Common Stock Dana Corp. Dell Computer Dell Computer Dell Computer Dell Computer Dow Chemical  Int/Div Int/Div Int/Div Int/Div Int/Div Int/Div Int/Div  Sell Sell Buy Buy Buy Buy Part Sell  10/09 3/11 1/3 6/24 8/19 12/10 112  Public Trading Public Trading Public Trading Public Trading Public Trading Public Trading Public Trading 	lnc,ime.Garn Codes. ' .iJ0(i ,,r less -)l,Uili-52.500  S:'.,5(1-$5.000 S5.lf.il-Sl5,U(0 S15.0Ul-S50,0u1 C,ilurnn;, and 
 S5U.001-S IO00,001-)5.uOu.OOil =!fore than 5.0o.Uvl-SS50.iiOl-Sl00.01)0  !--1 S!O(,Of11-$250.UO! C.1hunm and   -S251J.OIXS5o0,00  -S50U.OO l.000/JOU l.COl,O\ i-S5 .100.t1ril' 5.00ti,UUl-25,UllO,O(JO  
P:<   S25.0lU.O(J -S5lH)(JJ.iJ0tl !lore 1han S5iJ.XJlJ.(!(JU  
Valu< :>kthvJ Codes     Appraisul  - (',>;t IRtal lstate Only)  '"' Ass.essmcm  -l'a>h. ;-..1ark1}01-$5 ,WO -Sl.OOO,OOl-S5.000.000  S50.(i01-$100.0li0 1.M0,00 l-S5.(101}.00f1  SM.ire than 5(1,000,1.1vu  S5,0lll-SI 5,0W fore thau S5,0lO,Ou0 "SJ0(1,0fl-S250.000  5.00(1,fJ1i1-S25,0(!0,1iOO S!.Wl-S50.0U(i   Apprai;al  bmnatd  

Name Person Reporting 
Date Report 
age 7of10 
MUNSON, ALEX 
3126/2004 
-vn. INVES11.IBNTS and TRUSTS -income, value, transcations (includes those ofthe spouse and dependent children. See pp. 34-57 filing instructions.) 
Income during Gross value end Transactions during'rcporting period 
Description Assets 
reporting period reporting period 
(including trust assets) 
109. 110. 111. 112. 113. 114. llS.  Place "(X)" after each asset exempt from prior disclosure Meditronic Inc. Merrill Lynch Merrill Lynch Microsoft Corp. Microsoft Corp. Microsoft Corp Microsoft Corp.  (I) Amouot Code -H)  (2) Type (e.g. div. rent int.) Int/Div Int/Div Int/Div Int/Div Int/Div Int/Div Int/Div  (I) Value Codc2 (J-P)  (2) Value Method Codc3 (Q-W)  (1) Type (e.g. buy, sell, merger, redemption) Buy Buy Buy Buy Buy Buy Buy  (2) Date: Month-Day 1219 1/6 1/31 1/3 4/3 4/28 6/24  Value Codc2 (J-P) Ifnot exem Gain (A-H) from disclosure Identity buyer/seller (if private transaction) Public Trading Public Trading Public Trading Public Trading Public Trading Public Trading Public Trading  
116. 117.  Millennium Chemicals Inc. National City Corp.  Int/Div Int/Div  Part Sell  112  Public Trading  
118.  Nokia Corp  Int/Div  Buy  1/3  Public Trading  
119.  NokiaC:orp  Int/Div  Sell  8/13  Public Trading  
120. 121.  Norfolk Southern Corp. Nortel Networks  Int/Div Int/Div  Part Sell Part Sell  1/2 10/9  Public Trading Public Trading  
122.  Occidental Petroleum Corp.  Int/Div  Part Sell  112  Public Trading  
123.  Pacificarc Health Systems Inc. Common Stock  Int/Div  Sell  7/8  Public Trading  
124.  Parker ifin Corp.  Int/Div  
125.  Pepsico Inc.  Int/Div  Buy  10/6  Public Trading  
126.  Pfizer  Int/Div  Buy  Public Trading ___  lnwme Gain Codes: 1.000 le>s   Sl,u.li-S2.5u( )2,501-S',00(1 S5,00l-Sl 5,000  -1'.fJUl-S5U,IJXI  
(Sec Colunm> anJ D4J   S50.l>Ol-Sl00J)V(1 Ol>,00 -i. l.000,U!O Ul00.00 l-S5.l00.(l()(I  112   :0.fore than S5,000,00U Value (',1dc;:   $15,00l I.:;, ,{),UiJl-$50.(liJO.fUI!  )More th.in )5l>,OJ0.iJOU Value kthod Codill  Cu;;t Real rate Onl A,;,e,smnt 
Bo.1k 'alu, 
Name Person Reporting 
Date Report 
]:>age 
MUNSON, ALEX 
3/26/2004 
VlI. INVESTMENTS and TRUSTS -income, value, lranScations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 
 Income during Gross value end Transactions during reporting period Description Assets 
reporting period reporting period
(including trust assets) 
not exempt from 
(3) (4) 
(I) (2) (2) (1) 
Place "(X)" after each asset exempt Type (e.g. Value Value 
Code2 Method 
Amount Type (e.g. 
div. renl 
Date: Value Gain Identity ftom prior disclosure 
Month-Code 
buyer/seller 
(if private Code2 Code -H) int.) (J-P) Code3 Daymerger,
redemption) (J-P)
(Q-W) 
transactioo) 
145.  Tellabe Inc.  Int/Div  
146.  Temple Inland Inc.  Int/Div  Sell  7/8  Public Trading  
147.  Textron  Int/Div  Buy  7/23  Public Trading  
148.  Thomas Betts Corp  Int/Div  
149.  Torch Mark Corp  Int/Div  Part Sell  1/2  Public Trading  
150.  Tyson Foods Inc.  Int/Div  Sell  7/1  Public Trading  
151.  Union Carbide Common Stock-2112101 Became Dow Chemical  Int/Div  Sell  11/13  Public Trading  

152. 
United Health Group Inc. Int/Div Buy 113 Public Trading 

153. 
United Health Group Inc. Int/Div Part Sell 8/4 Public Trading 

154. 
Valero Energy Corp. New Int/Div 

155. 
Veritas Software Int/Div Buy 11/19 Public Trading 

Verizon Communications Int/Div Buy 7131 Public Trading 
156. 
Verizon Communications Int/Div Sell 8112 Public Trading 
157. Corporation Common Stock Int/Div Sell 1/2 Public Trading 
158. 
Viacom Inc. Int/Div Buy 1/3 Public Trading 
159. 
Viacom Inc Int/Div Buy 6124 Public Trading 
160. 
Wachovia Corp Int/Div Part Sell 1/2 Public Trading 
161. 
1/6 	Public Trading 
162. Walgreen Co. Int/Div Buy 
-'>l,OOl-S2jOt  S2,51il-5.uUO "SS.Otl-$15.0UO  Sl0l-S50,WO 	lniunc Gain Codes:  Sl.OUi less rScc C1ilunms and D-l.1  S50.(10!-SIOO,OOO l>IOCJ,001-SI ,Wt,OllO 
[I UIOO,Ot) -SS ,(1()().00(1 111  liore than 1>5,000,000  VaiucCock; 15,01).1 h.:ss !-: /Jfll -S50.n10  S50.(01-SI00,00(1 S!Of1,001-$250JOO
o=- :-.1m1iitt:"d See (1umn.; anJ  -s2;11,1 anJ D:.;   25..0li0-5i0,