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Judicial Watch • Bernard A Friedman Financial Disclosure Report for 2007

Bernard A Friedman Financial Disclosure Report for 2007

Bernard A Friedman Financial Disclosure Report for 2007

Page 1: Bernard A Friedman Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:28

Date Created:November 6, 2008

Date Uploaded to the Library:November 13, 2013

Tags:BERNARD, Bernard A Friedman, FRIEDMAN, Appraisal, Estate, Market, 2007, INVESTMENTS, EPA, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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SITI NS, (Reporti11g i11dividual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Member the Board Children's Hospital Michigan 

,.._,CJ 
II. AGREEMENTS. (Reporting i11dividual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) 
State Michigan 48th District Court Pension Fund 

05/12/2008FRIEDMAN, BERNARD 
Ill. N-INVESTMENT ME. (Reporting individual and ;pause; see pp. 17-24 filing instructions.) Filer's Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 
SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's Non-Investment Income -If you were llliirried 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 
1.-Self-Employed Psychological Practice 

IV. REIMBURSEMENTS -transportfllion, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[ZJ NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID 

05/12/2008FRJEDMAN, BERNARD 
V GIFTS. (Includes tlwse spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (fflcludes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 
DESCRIPTION VALUE CODE 

05/1212008
FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; 
NONE (No reportable income, assets, transactions.)
-c. 
Transactions during reporting period Gross value end 
(!) 
(2) (3) (4) (5) 
DateValue Value Value Gain Identity Type (e.g., 
buy, sell, Month-Code Code buyer/seller
Code Method 
(J-P) Code 
(if private Iredemption) Day (J-P) (A-HJ transaction)
___l (Q-W) 
,----- 
Assets Income during 
(including trust assets) 

Place "(X)" after each asset Amount Type (e.g.,

exempt from prior disclosure IRA AND PENSION ACCOUNT: 48TH None (Heading) DISTRlCT COURT 

,--- Incom Gain Codes: ==$1,000 less =$1,00 -$2,500 =$2,501 -S5,000 D=$5,001 -$15,000 E=Sl5,00l 
(See Columns and 04) =S50,00I -$100,000 =$100,00 -$1,000,000 =$1,000,001 -$5,000,000 =Mor than $5,000,000 Value Codes ""$15,000 less 15,00 -S50,000 L=$50,001 -SI00,000 00,00 -$250,000 
(See Columns and 03) 	N=$250,00 -$500,000 =$500,001 -$1,000,000 =Sl,000,001 -$5,000,000 $5,000,001 $25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Valu Method Codes ""Appraisal ""Cost (Real Estate Only) =Assessment ""Cash Market 
(See Column C2) ==Book Value =Other o:oEstimated 
Date Report 
FRIEDMAN, BERNARD 05/12/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see pp. 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) Transactions during reporting period 
Value 
Code 

(3) -1 
(J-P) 

(I) Type (e.g., buy, sell, redemption)  (2) Date Month-Day  

Description Assets Income during Gross value end (including trust assets) reporting period reporting period 
(2) (I) (2) (5) 
Place "(X)" after each asset Amount Type (e.g., Value Value 
Gain 
Identity 
exempt from prior disclosure div., rent, Code Method Code buyer/seller int.) (J-P) Code 
(if private 
(A-H) 
transaction) 
18. 
OLTC, Ltd. Distribution 

19. 
29180 Van Born LLL Distribution 

20. 
Bank One Dividend Income Gain Codes: =$1,000 less ,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001  $50,000  
(See Columns and D4) =S50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 "$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00I -$50,000,000 =More tlrnn $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =:Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
FRIEDMAN, BERNARD 05/12/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes 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 ust assets)  reporting period  reporting period  

(1) 
(2) 
(I) (2) 
Place "(X)" after each asset Amount 
Value Value
Type (e.g., 
Code 
exempt from disclosure 
Method 
(A-H) int.) (J-P) Code (Q-W) 
Lehman Bros. Holding Dividend 
Value
Date 
Gain Identity 
Type (e.g.,
Month 
buy, sell, 
Code buyer/scller 
(A-H) (if private 
redemption) 
Day 
(J-P) 
___j 
(1) (3) (4) (5) 
36. U.S. Bancorp Dividend Income Gain Codes: =$1,000 less ,00 -$2,500 $2,501 -$5,000 $5,001 -$15,000 $15,001 -$50,000  
(See Columns and 04) $50,00 -$I 00,000 100,00 -$1,000,000 =$1,000,001  $5,000,000 More than $5,000,000 Value Codes =$15,000 Jess $15,001 -$50,000 $50,001 -$100,000 $100,001 -$250,000  
(See Columns and D3) =$250,00 -$500,000 $500,001 -$1,000,000 $1,000,001 -$5,000,000 =$5,000,001 -$2,,'000,000 $25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes ""Appraisal Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) ""Book Value  V""Other =Estimated  

05/1212008
FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 14-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Description Assets Income during 
Gross value end 
(including trust assets) reporting period 
reporting period 
(3) 
(4)
(2)
(I) (I) 
Place "(X)" after each asset Amount Code
exempt from prior disclosure (A-H) 
Type (e.g., div., rent, int.) Value Value Code Method (J-P) Code 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Date 
Month-
Day 

Value 
Gain Identity Code 
Code buyer/seller 
(J-P) 

(A-H) (if private transaction) 
_______ _____ 
52. !st Bank Interest Buy 
Merrill Lynch Income Gain Codes: ""$1,000 less =$I ,00 -$2,500 0$2,501 -$5,000 0$5,00 -SI 5,000 0$15,001 -$50,000  
(See Columns and 04) =$50,00 !00,000 00,00 -S1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 0$50,001 -$100,000 =$I 00,00 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,00 -$I ,OOO,v00 =$I ,000,00 -$5,000,000 $5,000,00 -$25,000,000 0$25,000,00 -$50,000,000 =:oMore than SS0,000,000 Value Method Codes =Appraisal ""Cost (Real Estate Only) ""Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

0511212008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes 11iose spouse and dependent children; see PP 14-60 offlting instructions.; NONE (No reportable income, assets, transactions.) 
Descripti
Transactions during reportin Assets Income during Gross value end 
(including trust assets) reporting period reporting period 
(2) (1) (1) (4) 
Value 
Gain
Amount 
Date
Type (e.g., Value Value 
Type (e.g., 
Place "(X)" after each asset 
Code 
Code 
Code
Month 
exempt from pnor disclosure 
div., rent, Code Method 
buy, sell, 

(A-H) 
Day
redemption) int.) (J-P) Code 
(J-P) 
(A-H)
___L 
69. (CAPTION) ROWE PRICE SEP/IRA None (Heading) Income Gain Codes: :0::$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001.  
(See Columns and 04) =550,001 -$100,000 =$100,00 -$I ,000,000 =$1,0-0-0,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,00  $500,000 =$500,00 1,000,000 =$1,00-0,001 -$5,000,000 =$5,000,001 -$25,000,000 =S25,000,00I -S50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

05/12/2008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1ncludes those spouse and dependent children; see PP 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.) 
-
Description Assets 
Gross value end 
Transactions during eporting perio -----,
Income during 

)--i--
(including trust assets) 
reporting period 
reporting period 
1(4

(l) (2)(l) (2) (5) 
Gain 
Code 
Date 
Value
Amount
Place "(X)" after each asset 
Type (e.g., Value Value 
Type (e.g., 
Jdentity 
buyer/seller 
Code 
Code
Code Method 
buy, sell, 
Month
xempt from prior disclosure div., rent, 
(A-H) 
Code 
redemption) 
Day 
(J-P) 
(A-H) int.) (J-P) (if private 
__l(Q-W)  transaction)  
------- -- 
86.  Covidien, Ltd.  Dividend  Spinoff  2-8  Tyco  

87.  EDS  Dividend  
88.  Exxon Mobil Corp.  Dividend  
89.  Fifth Third Bank  Dividend  
90.  Gannett Co.  Dividend  
91.  Gartner Group  Dividend  
92.  General Electric  Dividend  
93.  General Mills  Dividend  
94.  Halliburton  Dividend  
95.  Home Depot  Dividend  
96.  Hospira Inc.  Dividend  
97.  IMS  Dividend  
98.  Intel Corp.  Dividend  
99.  IBM  Dividend  
JOO.  Iomega Corp.  Dividend  
IOI.  Janus Cap Group, Inc.  Dividend  
102.  Johnson Johnson  Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00I -SI 00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00 -$100,000 =$100,00  $250,000  
(See Columns and 03) =$250,00 -$500,000  0=$500,001 $1,000,000 =$1,000,00! -S5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -S50,000,000 =More than $50,000,000 Value Method Codes ""Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2)  U=Book Value  V=Other  W=Estimated  

05112/2008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, va111e, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
1-  
.Transactions during reporting period  )(1Typebuy, sredemp (e.g.,ell, tion)  (2)Date Month-Day  (3) (4)Value Gain Code 1Code (J-P)  

Gross value end 
(including trust assets) reporting period 
reporting period 
Value 
(Q-W) 
Description Assets Income during 
(2)(I) (2)
Amount Type (e.g.. ValuePlace "(X)" after each asset 
exempt from pnor disclosure 
103. 
J.P. Morgan Chase Dividend 
104. 
Kimberly Clark Dividend 

105. 
Limited Dividend Income Gain Codes: =$1 ,000 less $1,001 -$2,500 $2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 s1,ooo,001 -$5,ooo,ooo =More than $5,000,000 Value Codes =$15,000 less  K=$15,001-$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,00I -$500,000 =$500,00 -$1,000,000 s1,ooo,001 -S5,ooo,ooo =$5,000,001 -$25,0C ),000 Value Method Codes =$25,000,001 -$50,000,000 =Appraisal =Cost (Real Estate Only) =More than $50,000,000 =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

05/l 2/2008 
FRIEDMAN, BERNARD 
VII. INVESTMENTS and STS -income, value, transactions (Includes those spouse a11d dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
IPlace 
Transactions during reporting period 
Description Assets 
Income during Gross value end 
(including trust assets) 
reporting period reporting period 
(1) 
(5)
(2)
(1)
(2) Gain Code (A-H) Date [dentity 
buyer/seller 
(if private 
Value Value 
Type (e.g 
ValueType (e.g.,
Amount
"(X)" after each asset 
Code Month-Code 
Method 
buy, sell, 
Code 
exempt from prior disclosure 
div., rent, 
(A-H) 
Day
Code 
redemption)or int.) (J-P)(J-P) 
transaction)
(Q-W) 
120. Tween Brands Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =Sl5,00J -$50,000  
(See Columns and D4) =$50,001 -$100,000 J00,00 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) "Assessment =Cash Market  
(See Column C2) -=Book Value =Other =Estimated  

05/12/2008
FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, transactio11s r1nc1udes those spouse a11d dependent children; see PP 34-60 offlli11g instructions.; NONE (No reportable income, assets, transactions.) 

05/12/2008
FRIEDMAN, BERNARD 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReport.) 
rare trustees Irrevocable Living Trust created January 19, 1990,  for tbe sole purpose owning insurance policy their lives. 
Please note that the funds listed lines and Part VII were funds substituted the Pension Plan and were not noticed last reporting period. 
0412512008
FRIEDMAN, BERNARD 
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 becanse 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 FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL 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 Government Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 USC app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report  
FRlEDMAN, BERNARD  EASTERN DISTRlCT MICHIGAN  05/12/2008 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) ACTIVE DISTRICT JUDGE Chambers Office Address JOO UNITED STATES COURTHOUSE 231 WEST LAFAYETTE BOULEY ARD DETROIT, MICHIGAN 48226  Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Sb. Amended Report Final Reporting Period 0110112007 12/3112007 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have 110 reportable information. Sign 011 last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.)  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY  Member the Board  Children's Hospital Michigan 

,....--. 
...__,j ......._, 

':::1 c_.-; 
c..:.:.:J 
C.1 :;J 
-- 
C"'f c:: 
r-_, ...  
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing 
instructions.) :::.:-i,. 
r--11  NONE (No reportable agreements.) Oi> !--J> 
n-s
PARTIES AND TERMS 1'1 1982-pre State Michigan 48th District Court Pension Fund 

05/12/2008
FRIEDMAN, BERNARD 
III. N-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-14 filing instructions.) Filer's Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this section 
(Dollar amount not required exceptfOr honoraria.) NONE (No reportable non-investment income.) 

SOURCE AND TYPE l/1-12/31 Self-Employed Psychological Practice 
IV. REIMBURSEMENTS --transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions) 
NONE (No reportable reimbursements.) 
[ZJ 

0511212008
FRIEDMAN, BERNARD GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION 
VALUE 

VI. LIABILITIES. (Includes those >pouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE 

Date Report 
lINANCIAL DISCLOSURE REPORT Page 4of14 
FRIEDMAN, BERNARD 
0511212008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 ofJWng instructions.J NONE (No reportable income, assets, transactions.) 
----------- 
Description Assets Income during Gross value end (including trust assets) reporting period 
reporting period 
(2) (1) (2) 
Type (e.g., Value Value exempt from prior disclosure Code div., rent, Code Method Place "(X)" after each asset Amount (I) (A-H) int.) (J-P) Code3 (Q-W) Transactions during reporting period 
(1) 
Type (e.g., 
Date Value Gain Identity buy, sell, 
Month -Code Code buyer/sellerredemption) DayI (A-H) 
_jJ= -lI :!::t) Income Gain Codes: =$1,000 less =$1,00t -$2,500 =$2,501 -$5,000 =$5,00t -$t5,000 =St5,00I -$50,000  
(See Columns and 04) =$50,001 -$100,000 =SI00,001 -$1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,00t -$50,000 =$50,001 -$!00,000 to0,00 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,00 ,000,000 =Sl,000,00t -S5,000,000 =$5,000,001 -S25,000,000 =$25,000,00t -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V""-Other =Estimated  

Date Report 
FRIEDMAN, BERNARD 05/12/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children,-see pp. 34-60 offiting instructions.J 
NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end 
Transactions during reporting period 
(including tru assets) 
reporting period reporting period 
(2) (I) 
(5)
(3) 
(4)
(2) 
reach asset Place "(X)" afte exempt from prio disclosure  --  Amount Type (e.g., Code div., rent, (A-H) int.) _____l____  Value Code (J-P)  
18.  OLTC, Ltd.  Distribution  

Value Method Code 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Date 
Month Day 

Value 
Identity Code Gain buyer/sellerCode 
(if private transaction) (A-H)
(J-P) Income Gain Codes: 1,000 less =$1,00 -$2,500 =$2,501 -S5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 -$100,000 =$100,00 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less 15,001 -$50,000 =S50,00I -$100,000 =$I 00,00 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes '"Appraisal =Cost (Real Estate Only) ==Assessment ==Cash Market  
(See Column C2) =Book Value =Other ""Estimated  

FRIEDMAN, BERNARD 
05/12/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children,-see PP 11-60 filing 
instructions.; NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) 
Place "(X)" after each asse exempt from prior disclosur 
Lehman Bros. Holding Income during reporting period Gross value end reporting period Transactions during reporting period  
(l) (2) Amount Type (e.g., Code div., rent, (A-H) int.)  (l) Value Code (J-P)  (2) Value Method Code (QW)  (l) Type (e.g., buy, sell, redemption)  (2) Date Month  Day  (3) (4) Value Gain Code Code I(J-P) (AH)  (5) Identity buyer/seller (if private transaction) Dividend 
36. Bancorp Dividend 

37. 
Magellan Fund -Fidelity Interest Income Gain Codes: =$1,000 less ,00  $2,500 =$2,501 $5,000 =$5,00t  $15,000 =$15 ,00  $50,000  
    
(See Columns and 04) =$50,00 00,000 =$100,001  Sl,000,000 =Sl,000,001 $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00  $50,000 =$50,001  $100,000 =$100,00  $250,000  
(See Columns and 03) =S250,00  $500,000 =$500,00  1,000,000 =s1.ooo,001. s5,ooc,;oo =$5,000,001  S25,000,000 =$25,000,001  $50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment "'-Cash Market  
(See Column C2) =Book Value  V='Other =Estimated  

05112/2008
FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, tra11sactio11s (Includes those spouse and dependell/ children; see PP 34-60 filing 
i11stmctio11s.) 

NONE (No reportable income, assets, transactions.) 
Income during Gross value end 
Transactions during reporting period
(including trust assets) 
reporting period reporting period 
(I)
(2)
(2) (I) 
Type (e.g., 
Value 
Date
Type (e.g., Value 
div., rent, Code 
buy, sell, 
buyer/seller
Month 
Method 
redemption) 
Day int.) (J-P) 
Code 
transaction)
(Q-W) 
--------- ---
52. 
Description Assets 
(3) 
(4) 
(5)
(I) 
Amount IPlace "(X)" after each asset 
Identity
Value 
Gain
Code
exempt from prior disclosure 
(A-I 
Code 
Code

(if private 
(J-P) 
(A-J 1st Bank Interest Buy 
Merrill Lynch IncoC =$2,501 -$5,000 -$15,000 =$15,001-S50,000 Gain Codes: =$1,000 less =$1,001 -$2,500 =$5,001 
(SeeCo lumns and 04) =$1,000,001 -$5,000,000 than $5,000,000 

-$100,000 =$50,001G 100,001 -$1,0-00,000 	=More Val Codes =$15,000 le.ss =$15,00 -$50,000 =$50,001 -$I 00,000 =$I 0-0,001 -$250,000 (Se0 =$500,0-01 -$1,000,000 =$1,00-0,001-$5,000,000 =$5,000,001-$25,000,000
-$500,000 =$25,000,001 Columns and 03) =$250,001 
-S50,000,000 =More
tha $50,000,000 
3.Value Method Codes ""Appraisal ==Co (Real Estate Only) ==A essme =Cas Market 
Date Report 
FRIEDMAN, BERNARD 0511212008 
VII. INVESTMENTS and STS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
ransactions during reporting period ---,  
Gross value end  
reporting period  
(l) (2)  (l)  (2)  
Value Value  Type (e.g.,  Date  
Code Method  buy, sell,  onth  
(J-P) Code  redemption)  Day  
(Q-W)  
(CAPTION) ROWE PRICE SEP/IRA None (Heading)

Description Assets Income during (including trust assets) reporting period 
(I) (2) 
(4) 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private 
Place "(X)" after each asset Amount Type (e.g., exempt from prior disclosure 
1. 
Code div., rent, 
(A-H) int.) 
L---------- ------
____J 
70. Capital Appreciation Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5 ,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 100,000 =$100,00 1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes ""$ 15,000 less $15,001 -$50,000 $50,00t -$100,000 $100,001 -$250,000  
(See Columns and DJ) =S250,00 -$500,000 =$500,00t -$1,000,000 s1,ooo,001-$5,ooo,ooo =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 :=:More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment ::Cash Market  
(See Column C2) ""Book Value =Other =Estimated  

05112/2008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)
Description Assets Gross 	Transactions during reporting period 
Income durvalue end 
(including trust assets) reporting period reporting period
--(2) 	(2) 
Amount Type (e.g., Value 1 Value Type (e.g., DatePlace "(X)" after each asset 
Code exempt from prior disclosure 
div rent, Code Method buy, sell, Month.
(A-H) o;int.) (J-P) Code redemption) Day 
_l_  
(3) (5) 
Value Gain Identity 
Code2 Code buyer/seller (J-P) (A-H) (if private transaction)

(4)1- Income Gain Codes: ""S1,000 less t,00 -$2,500 =$2,501 $5,000 =$5,001 -$15,000 =$15,001  $50,000 (See Columns and 04) =$50,00 -$I 00,000 =S100,00 -$1,000,000 =Sl,000,001-$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  $50,000 =$50,00 100,000 =$100,001 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,001-$1,000,000 =$1,000,001. $5,000,000 =S5,000,00I -$25,000,000 =$25.000,001 -$50,000,000 =More than $50,000,000 Value Method Codes ""Appraisal ""Cost (Real Estate Only) ===Assessment ash Market (See Column C2) =Book Value V=Other ""Estimated 
Date Report 
FRIEDMAN, BERNARD 0511212008 
VII. INVESTMENTS and STS -income, value, transactions (Jnc/11des those spouse and dependent children; see PP 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
reporting period 
Description Assets (including trust assets) 
Income during Gross value end Transactions during 
reporting period 
(l) 
(2)
after each asset Amount 
Type (e.g., 

ode 
div., rent, int.) 
reporting period 
(l) 
(3) 
Value 
(5)
(e.g., r 
sell,ption) 
Place (X)" 
___exempt from Value Value Type
Method
Code 
buy,
(J.P) 
Code 
redem
(Q-W) 
Gain Identity
Code 
Code
Month 
uyer/seller(if private ansaction)
___ ______J
A-H) 
Day 
(A-H) 
103. Morgan Chase Dividend 

104. 
Kimberly Clark Dividend 

105. 
Limited Dividend Income Gain Codes: (See Columns ;md 04)  A==$ ,000 less =$50,00 -St 00,000 1,00 -$2,500 =$100,001 -$1,000,000 =S2,501 -$5,000 =$1,000,00! -$5,000,000 =$5,001 -$15,000 =More than $5,000,000 =$15,001 -$50,000 Value Codes (See Columns and 03) ""$15,000 less =$250,00 -$500,000 =$25,000,001 -$50,000,000 =$15,001 -$50,000 =$500,00 1,000,000 =$50,00 -$I 00,000 =Sl,OOO,OO! -S5,000,0' =More than $50,000,000 =$100,001 -$250,000 =$5,000,00! -$25,000,000 Value Method Codes ""Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) ""Book Value =Other =Estimated  

05/12/2008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and depe11den1 children; see PP 14-60 offili11g instructiollS.J  NONE (No reportable income, assets, transactions.)  
------ 
----------  
Description Assets  Income during  value end Gross  Transactions during reporting period  

(including trust assets) reporting period 
reporting period 
 
- Yalue 
(3) (4) 
Gain 
!dent Code 
Code 
buyer (J-P) 
(A-H) 
(if trans 
c2J, 
(l) (2) 
(I) (2) 

Value 
Type (e.g.,
Place "(X)" after each asset Amount Type (e.g., 

Month
buy, sell, Method
exempt from prior disclosure
(A-H) Code 

Day
redemption)or int) 
(J-P)

---------------L__ 	J_



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