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Judicial Watch • Ann D Montgomery Financial Disclosure Report for 2008

Ann D Montgomery Financial Disclosure Report for 2008

Ann D Montgomery Financial Disclosure Report for 2008

Page 1: Ann D Montgomery Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:6

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Strateg, Wealth, Ann D Montgomery, MONTGOMERY, stock, 2008, EPA, dividend, Financial Disclosure, ICE, CIA, income, Judge


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Montgomery_Ann_D 

Date Report 

MONTGOMERY, ANN 
05/04/2009 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filer's Non-Investment Income 
[Z] NONE (No reportable non-investment income.) 
SOURCE AND TYPE 

(yours, not spouse's) Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 2008 Arthur, Chapman, Kettering, Smetak Pikala Law Firm 

IV. REIMBURSEMENTS -transportation, lodging.food, entertainmenl 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[ZJ NONE (No reportable reimbursements.) 

Date Report 
05/04/2009MONTGOMERY, ANN 
V GIFTS. (Includes those spouse and dependent children; see pp. 18-31 filing instructions.) 
[Z] 	NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) 

[Z] 	NONE (No reportable liabilities.) CREDITOR 

VALUE CODE 

Date Report 
05/04/2009MONTGOMERY, ANN 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(I) 
(2) (I) 
(2) 
(I) 
(3) (4) Interest farm land Meeker County, Rent Neurogen Corp. HWP -Common Stock None  Lincoln Life Variable Annuity Fund  None  Alliance Bernstein Balanced Wealth Strateg ies -IRA  Dividend  Sold  12-03  Alliance Bernstein Balanced Wealth Strateg  Dividend  

ies Blackrock Global Allocation Dividend Buy I2-08 
IO. 
12. 
13. 

14. 

15. 

16. 

17. 

Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent. int.)  Value Code (J-P)  Value Method Code (Q-W) Bancorp  Interest  Nortech System -Common Stock  None  Minnesota State Judge Retirement Plan  None  

Type (e.g.,  Date  Value  Gain  Identity  
buy, sell,  Month Code2  Code  buyer/seller  
redemption)  Day  (J-P)  (A-H)  (if private  
transaction) Income Gain Codes: 1,000 less =Sl,001. S2,500 =S2,50  SS.ODO =S5,00 I-St 5,000 15,00 -$50,000  
(See Columns and 04) =SS0,001-SI OO.OOO =SI 00,00 1,000,000 =Sl,000,001-$5,000,000 =More than $5,000,000 Value Codes =Sl5,000 less =S15,00I -S50,000 =$50,00I-SI 00,000 =SI 00,00 -$250,000  
(See Columns and DJ) =$250,00 -$500,000 =$500,00 1,000.000 1,000,00 -SS,000,000 =S5,000,001 -S25,000,000 =$25,000,00 -SS0,000,000 =Moro than S50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessmcnl  T=Cash Market  
(See Column Ci) =Book Value  V=Other =Estimated  

Date Report 
MONTGOMERY, ANN 
0510412009 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReporl) 
Section VII: No. -Item real estate owned common  The assessed tax value approximately $79,300; the current value may actually less than that but share, any event, would less than $20,000. 

Date Report 
05/04/2009
MONTGOMERY, ANN 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFI AND CRIMINAL SANCTIONS U.S.C. app.  104) 

FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544