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Judicial Watch • David A Katz Financial Disclosure Report for 2008

David A Katz Financial Disclosure Report for 2008

David A Katz Financial Disclosure Report for 2008

Page 1: David A Katz Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:7

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:David A Katz, children, dependent, Market, 2008, investment, TRUSTS, dividend, Financial Disclosure, ICE, CIA, income, Judge


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Katz_David_A 
Name Person Re1>0rting 

Katz, David 
05/01/2009 

Ill. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income  
[Z] 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 except/or honoraria.) 
[Z] NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportation, lodging.foot/, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing ins/ructions.) 
[Z] 	NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 

05/01/2009 

V GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
!ZJ NONE (No reportable gifts.) 
VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) 
[ZJ  NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  

VALUE CODE 

05/01/2009

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes thou spouse and dependent children: see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: =St ,000 less 1,00 -$2,500 =$2,501 -$5,000 =$5,001 -SI 5,000 15,001 -$50,000 (See Columns and 04) =$50,001-$100,000 =SI00,001 -Sl,000,000 1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =SI 5,000 less 15,00 -$50.000 =$50,001 100,000 =$100,001 -$250,000 
(See Columns and DJ) =$250,001 -$500,000 =$500,001 -SI ,000,000 1.000.001  S5.ooo.ooo =S5,ooo.oo -S25.ooo.ooo =$25,000,001 -$50,000,000 =More than $50.000,000 Value Method Codes Q-Appraisal =Cost (Real Estate Only) =Assessment ::::Cash Market (See Column C2) =Book Value =Other =Estimated 
--------------____

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.) ---------:---------
----------------------
-
i_----
c-:
ncome during Gross value end Transactions dunng reporting period 
(including trust assets) 
reporting period - reporting period
-----------------... ----------r ---. 
Description Asse
-------- 
(1)
Amount Type (e.g., 
(5)
Identity 
(2)
(1)
Value 
Value 
Place "(X)" after each asset exempt from prior disclosure 
Code 
buyer/seller
Code Type (e.g., 
Code 
Code
div., rent, Mon buy, sell, Method 
(A-H) int.) 
(J-P) 
Code 
(A-H) (if private 
redemption) 
Day (J-P) 
transaction)
(Q-W) 
18. Vanguard Short-Term Inv  None  Sold  11/20  
19. Oppenheimer Div. MKT  Dividend  
20. American High Inc. Tr.  Dividend  
21. Diamond Hdl Large Cap  Dividend  
22. American Cap World  Dividend  
23. 
Income Gain Codes: 1,000 less =Sl,001-$2,500 =$2.501 -$5,000 =$5,001  $15,000 =$15,001 -$50,000 (Se Columns and D4) =$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 =SI 5,00 -$50,000 =$50,00  100,000 =SI 00,00 $250,000 

(See Columns and DJ) =S250,00I -$500,000 =$500,00 1,000,000 =$1,000,001-$5,000,000 =$5,000,001 -$25,000,000 =S25,000,00I -$50,000,000 =More than $50,000,000 
Value Method Code1 =Appraisal =Cost (Real Estat Only) =Asscssmcnl =Cash Market
(Sec Column C2) =Book Value =Other =Estimated 
-------------------________ 

05/01/2009
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Jndicate partofReport.) 

05/01/2009 

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. 

Signature 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES 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



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