Skip to content

Judicial Watch • Brian M Cogan Financial Disclosure Report for 2009

Brian M Cogan Financial Disclosure Report for 2009

Brian M Cogan Financial Disclosure Report for 2009

Page 1: Brian M Cogan Financial Disclosure Report for 2009

Category:Financial Disclosure

Number of Pages:19

Date Created:November 7, 2013

Date Uploaded to the Library:November 13, 2013

Tags:iJend, nduJe, Cogan, Brian M Cogan, Brian, Small, shares, funds, federal, judicial, 2009, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


File Scanned for Malware

Donate now to keep these documents public!

  • demand_answers

See Generated Text   ˅

Autogenerated text from PDF

llintfr fofrs isfrid 1-tf(' fhpun 
FINAi.CIAL DISCLOSURE REPORT 
Cogan. Brian FTS. Ont luJt' 1/wv 'P""'" mu/ J,renJnu l .l11ti.1lfll  ),.1M1c1.nou  H.: h1r.: 1h,in S'-.000.1111() Jl11 1.k.;, .ll!l 1r '.!IOI  'ill !rtltl  ';.;,IJ_1)t)! -)IH0.0410  101 1101  'i.>nJ10ll  
l.Pt1'1II -J ,1:110.1101 -)5 r)Ufl,000 .WI -15.11110 !..ire lh-lll )5.111io,111J'"U.11111 -SI .lOO.tJ4)0  )i_11111J.1)1l1 -'-"".or1111)11  s.;, nrM.1101 -.oon.101  ;,..:Jon.t1o111. (,,'itJu1noo  P.1 -'.k.1l"' '''-Hl :.11_qoo_0oo '.,1lut('1ht.J(,.._k"  't'P'JhJ1  lhTtR-1 L1..11eP11l>I c 111mn  n,i. .ilu(" 111'1-r  

Cogan, Urian I. 11. INVESTII ENTS and TRUSTS -imome, 1alu. trumat'liom f/nd,,Jt"t th1Ht of'POUH" untl Jc>ptndnl ,-J,i/Jro1; t'I' l'P J-J-MJ /ilinx illlfllr< 
;1nm1nc 
Cn.I..: ._.;1..mpl fr1.1m pnnr ,fi.;.dn ...urc di r..:nt. 
htl)l."T'!'t..;ltr 
(A-H) ,1r 1nr) iJ-Pl L.'1,d.: nd..:mp1111nJ 11.r1 I l:fpn.,llc 
1Q-\ 1r:1n.;..1i..11on) 
h9. -Oppcnh1mcr lntemational Gro\lh
,. 
Di' iJend Jnd-Cl. 
 f>ayckn lnvl Group High lncumc lluy 12:nv1 
Di,iJend 
 Perkins 1!d Cap Value Jluy 12'24 ll'I
f'l1ne 
-Koy"c Fund. ;due Plus Fund S('rviccs 
Sold 12/2.i otJ
?'.one 
7J.   RyJex Sl;f liJ Cap Value Fund  
74.   l'homlnug 11111 Vah1e Fund   1hurnburg11' Cor.: liru,.ih Fund  
76.   Wdls brgo /dvt lntem1dt tax.'aml-frce umJ 77.  -Wasah.:h AUoiur..., Funds Inc Smalt CJp 
NPnc Dividend  lluy :!:-i (}IJ  
None  Sold  1212-t"U9  
Oivi,knd  lluy Huy tadd'I) Buy  3'24.1)9 12. 24111. swn,1100  Ot)IJ ,.r .:-..). . 001 -11 01lfl .1n11l llfll ""rl.(U)4l.!llJIJ rprlh.ll lh.. k .1li1e '51 tHJI };: 'IJll =-)11111.1)1)1 -o;;1.u)l)l)ll ..1..q )in.11110 '):'iii 1_1w I. 111 tl1MJ (".,11 Ro:.11 -..t.lt Onh) f)ihi:t )2.5Ul .11n11 "-)1.lOllJ)ltJ -\ 01)!/ ;qq "i.)U lllll --,11111.'llll) ''ii .lltJl.PO) 1)1._.) 1)1)(1 I'. lpr(' tbn so.0(10.(i!tt) ..;.'i_pof -,l(,_1>1) 112 l,r th.m ';,.'-.JHlll.OU(l )IOll.IMll  Sll.tlf) ,,_ll)!l.:111 -".-5.111111 tltlt}  

Oart Ht>port 
'lam rcr-..on Rt>porrlng 
CoJ.:an. Hrhln l1. 
05.'IS 010 11. ES'l'I'1 ENTS and l'R S'fS -in :nm,, 1alru, lrtJllUlttiun) (/nduJn (/Wli, ofpOI# unJ Jt:111! 
'Jiu L.nn IJ..:nlLt)' 
(',,.,:111pl from pril)r d!:'.o..lo,ur..: itk ri..:111. Cod..: M..:1huJ buy ... .;JI. 111mtJ:;.) 'iidi.: ('11J1. hu, .... lkr 
1.-111 !l-Pi (1d..: r..:-d..:mp!ion) 1--111 t1f pr!;!ti.: 
IQ-Wl 1rani..;11..:111.m) 0111 .r I, 1'!11  ;:I'() 'tll -').111111  S.'1411 -Sl_1i1>11  
 'OJ it) 111111  1.1 l1t0 ,1J4)1 .Jtlll.Ptll,)  Ill )J OfJOJiill -5.oOO.ltl.'U  11? "l,ri 1lu11 tJi1.::t111 .1lu.:t ,1.-..  '11 .llHO ,.f 1,:-.   l(J!  )11.111;11 ;;.:;n 001 -.;,rno ooo .:I00.1Xll -::'!li1110  
1'h'.11()1  .;1)(1.(11)() ')'1ot1 no1 J>tJ.IJ110 un1:.no1-.1}1J11noc  ')'i !iOP,uOI -S.:'. 111:11 IMiO  '?' 1,1"4) !lf!I )'P.ll1Ml_!llM)  l"r' 1t...n 'i50,11tto,ooo .1111(' f1h,,,1 ti..!C'l.  rprlhJ/ 11.R:.1J [:..1 1i:-t>nlyJ __,.,.""'".. ,tlh."111  
tO.., 1-t 	-Rc..;n. Fund Pnmary Fund TrL"-;ury ("l;J:..;;; .5. 	/ lgn SmiJcap (;nw.1h Fund Buy 12. tJt) -:s10n hrnds Monta.i; CalJwc.:Jl CinJ\:lh 	Buy :'4-01) 
FDCL .;, -c (_' '.1) S5.rHl ..!Jl'.ll .11-i)1Sc: i.._ 'd t1)f -')O.IMll) 'i.H.1101 l1.l0.0tl1) lfM).1101 >nr1111 1Se41 oir !,-..::.  i..: -sr 01.11 s:.u.1111o1 )i1).Llo:JI -SloO.Jt>') 1110.lllJI  1}.1:1111  
1l-,: 1111111111'> 1nJ l>.1   '":o.c1n1. >uonoo  ')r>ll.111!1  .01Ml POO  )1.1.11.HIJI "S'.tIX:.(llll)  P:::'  .:; ino.11HI. ?.Jllll }jJ  'S?.1)(>41JIOI -11.'10').llClfl  P-i l,1e 1nJn -ssn.noOJ)01 "Jl;h .t.:111o>o.I ,..J,-s -.i'PfJ1.JI 11Ri.tl ... Ont)') -..._...... 111(0111  
11::i ...-e (.,l11111n  (J,,._,i .tluc ( h'"1C'r  

1);1 Ht" 
.'i11me Ptr)on Htpurtlng 
o.15:01
Cogan, Brian 
"r' EST i'I ENTS and STS -innmr. u/ue. ,,UllUtlion'i ,,,,l ludt'!i lh"" 'POU unJ JqunJt'nl l1i/Jrr:n; l'P JJ-MJ filinx imfrJJl liorn,) NONE (No reportahli! incmm:. a.1H:ls. 1m11.1acti1111s.) ll. ... ,,,,... ,'i fn..;on1l.'lI r..:p11rt1llJ.! p..:ril1J 
(II 2.1 (I) ti) (]) (J) ll) (jJ ?m11un1 rHl..:lt: .';ilui: .alu..: rr..: t1.: Jot . D.111: V.ilu..: (i.11n hkn111 11f ,,Jc d1. r...nt. 1:-J..:  kthuJ tiuy. s..:11. nun.J,L'y> tllk  l'f"t..! bu)..:r lkr 
1.--li) 1n1.) 111') 	('ndl.' r.:-dl.'mptinn) 1J-Pl  ll) 11f11ri1..11..: (C)-'l lrn1h.l1.:linn) 
188. 189. llJO. 191.  -Columbia Sekel Small Cap -bcrgrcen Equity Intrinsic Value CLA -Davis New York Veniure Fund lnc.-CL -Harlling Lu;:vn In.:. 

02. Manning 1nJ NJpi!r Fund \'or 
lluy 1212-109 
Opportunities Ser CL, 20-1. -hl!lhews Paritic T1gr FunJ 01ltknd lluy 12'2-l'il'J 

Rt:in,:esrt.d 
20-1 -Drpenhcirner Value 

lluy 12.'2-l'il') 11011"' 1.-.... -,;; 111 i..,, ;..LAI ;;, '.11t111 ...'_1  J!t'ol  
1.'._"(' lulu.nr.-. ,..11.; l).ll -.o.111. s111. ,11l/ 1o(JI  -;,i IJl)I (itJi)  )l_111lil_(hll -)_111>ft.11t)(J l,11: ... .CJllCl,( ..10 .dut '1,k s  nt,1:r lif rn;11 ...  1r;in....,1ion)  -Oppcnht.."i111i::r lnl!!matil.mal Gnvolh FundCL  

20o. Oppenheimer International OunJ Fund-CL lluy 12/24 '09 
207. -l'imrn Total Re1um fund CL, lluy 12,24109 
21JM.  -l'imrn High Yidd FunJCL  lluy  Ol'ilh.'U'I  
209.  Ouy  12:2101  
(add'I)  
210.  -RiJge\mlh FDS lmcrmeuia1c  t'2.',!4:0')  
211.  Ry.Jex SCil Mid Cap V:oluc Funu  Buy :?:_..'OlJ  

212. 
-Royce Total Keturn Consultnl Sold 12/24'09 

213. 
-Royce Fund v,lue Plus Funt! Senice SolJ J::!..':!,'(11) 

214. 
-Thornburg Intl Value Fund 

?.15. -rLJw.:h:>lonc Sannl))  
1e-c-C.'hHnn( f),,,.,l_ ..1Jue >rht'"r Pl'nt>n HrporlinJ: 
0;11r Ht: port 
Coan. Brian JI. 
05'15':010
VIII. DITIONAL l'.'IFOR:VIATION EXPLANATIONS. (/ndhur.purt JRqvrt.} Purl 'II. page line 55: page 10. line HU: page I:!. Jin 147: pat-: 15. l1i:c 1J6: OJlllC ;i..;s.!f "fanus :. 

Signalurr_ n:: A,..,' 1:'1101'IJ}l] ..L WllO K!OWINGLY ,NO WILFULLY FALSIFIES II. ,,..,0 CRlll:-IAL SA:"tCllONS V.S.C. app.  10)