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Judicial Watch • David S. Tatel – 2006

David S. Tatel – 2006

David S. Tatel – 2006

Page 1: David S. Tatel – 2006

Category:Federal Judges

Number of Pages:13

Date Created:August 31, 2007

Date Uploaded to the Library:December 25, 2014

Tags:tatel, David S Tatel, purchased, Matured, partial, david, 2006, assets, transactions, Codes, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Rev. 112007 
FOR CALENDAR YEAR 2006 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Tatel, David Title (Article III judges indicate active senior status; magistrate judges Indicate full-or part-time) U.S. Circuit Judge (Active) Court Organization U.S. Court Appeals, Cir. Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Sb. Amended Report Final Date Report 5/11/2007 Reporting Period 01/01/2006 12/31/2006 Chambers Office Address Prettyman U.S. Courthouse 333 Constitution Ave., Washington, 20001 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 reportable information. Sign last page. POSITI NS. (Reporting individual only; see pp. 9-13 instructions.) 	NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Director 	Carnegie Foundation for the Advancement Teaching Director 	Historical Society for the District Columbia Circuit 
 
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II. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) c=J:;;:-m -...} 
[KJ NONE (No reportable agreements.) 
--:-11 -;-1 
 
AND TERMS 
r.1 C)I. 
 
 
 
Date Report 
Tatel, David 
5/11/2007 
Ill. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 instructions.) Filers Non-Investment Income [R] NONE (No reportable non-investment income.) 
SOURCE AND TYPE INCOME (yours, not spouses) Spouses 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.) 
 
AND TYPE 
2006 Self-Employed (education consultant) 
IV, REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children. See pp. 25-2 instructions.) NONE (No reportable reimbursements.) 
Carnegie Foundation for the Advancement Teaching, Berkeley, CA-3/23-24, Executive Committee Meeting (airfare, meals, and rental car). Stanford, 
University Chicago Law School, Chicago, Chicago, IL-5/4, Hinton Moot Court Competition (airfare, hotel, local transportation). 
 
 
Carnegie Foundation for the Advancement Teaching, Princeton, NJ-6/1-2, ETS/Carnegie Conference (airfare, train, local transportation). Stanford, 
Carnegie Foundation for the Advancement Teaching, Berkeley, CA-7/13-14, Executive Committee Board Meetings (airfare, meals, rental car, Stanford, local transportation) 
 
Date Report 
Tatel, David GIFTS, (Includes those spouse and dependent children. See pp. 28-3I instructions.) 
[Kl NONE (No reportable gifts.) 
VALUE 
 
 
VI, LIABILITIES. (Includes those spouse and dependent children. See pp. 32-33 instructions.) 
[Kl NONE (No reportable liabilities.) 
 
 
 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
(5) 
Place (X) after each asset Identity 
exempt from prior disclosure buyer/seller (if private transaction) Income Gain Codes: A=$ 1,000 less =$1,001-$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001  $50,000 
(See Columns and D4) F=$50,001 -$100,000 G=$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less K=$15,001 -$50,000 L=$50,001  $100,000 =$100,001 -$250,000 
(See Columns and D3) N=$250,001 -$500,000 0=$500,001 -S1,000,000 =$1,000,001 -$5,000,000 P2=$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market 
(See Column C2) =Appraisal V=Other =Assessment 
U=Book Value W=Estirnated 
 
 
Date Report 
Tatel, David 
5/11/2007 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructwns.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt from prior disclosure (1) (2) Amount Type (e.g. Code div., rent, (A-H) int.) (1) (2) Value Value Code Method (J-P) Code (Q-W) (1) Type (e.g. buy, sell, redemption) (2) (3) (4) Date Value Gain Month -Code Code Day (J-P) (A-H) (5) Identity buyer/seller (if private transaction) 
 
18. !SHARES SP Europe 350 Dividend 
19. !SHARES MSC! Spain Dividend 
20. Rowe Price New Asia Fund Dividend 
21. See Item #20 Addi. Purch. 12/20 
22. Morgan Stanley MTN Var-Cpn due 2/01/11 Interest 
23. Nexen Inc. Dividend 
24. Suncor Energy Inc. Dividend 
25. U.S. Treasury Bill Z-Cpn due 2/23/06 Interest Matured 2/23 
26. U.S. Treasury Bill due 4/27/06 Interest Matured 4/27 
27. Midfirst Bank due 10/5/06 Interest Matured 10/5 
28. Eincana Corp. Dividend Purchased 617 
29. iShares MSC! Germany Dividend Purchased 8/15 
30. U.S. Treasury Bill duel 0/26/06 Interest Purchased 4/27 
31. See Item Matured 10/26 
32. FHLB 5.125% due 6/18/08 Interest Purchased 6/22 
33. U.S. Treasury Bill due 6/22/06 Interest Purchased 3/27 
34. See Item #33 Matured 6/22 Income Gain Codes: =$1,000 less =$1,001 -$2,500 c=$2,501 -$5,000 =$5,001 -$15,000 E=$15,001 -$50,000 
(See Columns and 04) F=$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,001 -$50,000 L=$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and 03) N=$250,001 -$500,000 0=$500,001 -$1,000,000 =$1,000,001  $5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 T=Cash Market 
(See Column C2) Q=Appraisal V=Other =Assessment 
U=Book Value W=Estimated 
 
 
Name Person Reporting 
Date Report 
Tatel, David 
5/1112007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
Place (X) after each asset 
exempt from prior disclosure 
Income during Gross value end 
reporting period reporting period 
(I) (2) (1) (2) 
Amount Type (e.g. Value Value 
Code div., rent, Code Method 
(A-H) int.) (J-P) Code 
(Q-W) 
 
Transactions during reporting period 
(2) 
(3) 
(4) 
(5) 
Date 
Value 
Gain 
Type (e.g. 
Identity 
buy, sell, Month Code Code buyer/seller 
redemption) Day (J-P) (if private transaction) (A-H) 
U.S. Treasury Bill due 4/26/07 Interest Purchased 10/31 
36. 	 
Simplified Employee Pension Plan Int./Div. (SEP-IRA) 
 
37. 	 
--Adams Express Co. 
 
38. 	 
--SE! Daily Income Prime Obi 
 
39. 	 
--St. Joe Company Partial Sale 8/15 
 
40. 	 
--lSHARES SP Europe 350 Sale 12/29 
 
 
--!SHARES MSC! Spain 
--Canadian Oil Sands Trust 	Partial Sale 8/15 
43. --Petroleum RES Corp. 	Partial Sale 1/17 
See Item #43 	Partial Sale 8/15 
--Templeton Dragon Inc. 
46. 	 
--U.S. Treasury Bill Z-Cpn due 2/23/06 Matured 2/23 
 
47. 	 
Dodge Cox International Stock Fund Purchased 12/28 
 
48. 
Western bank due 5/3/07 	Purchased 4/27 
 
49. 
iShares MSC! Australia 	Purchased 8/15 
 
 
50. See Item #49 	Sold 12/20 
51. Mercantile 5.05% due 1/4/08 	Purchased 12/26 Income Gain Codes: =$1,000 less =$1,001 -$2,500 c=$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 =$1,000,001 $5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,001 -$50,000 L=$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 0=$500,001 -$1,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 T=Cash Market 
(See Column C2) Q=Appraisal V=Other =Assessment =Book Value =Estimated 
 
 
Name Person Reporting 
Date Report 
Tatel, David 
5/11/2007 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (1) Amount Code (A-H) (2) Type (e.g. div., rent, int.) (1) Value Code (J-P) (2) Value Method Code3 (Q-W) (1) Type (e.g. buy, sell, redemption) (2) Date Month -Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
52. Individual Retirement Account Int./Div. 
53. --SEI Daily Income Prime Obi 
54. --Avalonbay Communities Inc. Partial Sale 1/30 
55. See Item #54 Partial Sale 4/4 
56. --Royce Value Trust, Inc. Add!. Purch 6/23 
57. See Item #56 Partial Sale 6/30 
58. --Adams Express Co. Partial Sale 4/28 
59. See Item #58 Partial Sale 617 
60. --Standard Poors Midcap 400 
61. --Cohen Steers Total Return Realty Fund, Inc. 
62. --Franklin Capital Growth Fund 
63. --Franklin Equity Income Fund 
64. --!shares MSCI Canada Index Fund, Inc. 
65. --T. Rowe Price Growth Income Fund, Inc. 
66. --T. Rowe Price Equity Income Fund, Inc. 
67. --T. Rowe Price International Stock Fund 
68. --Third Avenue Value Fund, Inc. 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 =$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 D3) =$250,001  $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 (See Column C2) V=Other Value Method Codes =Cost (Real Estate Only) =Cash Market =Appraisal =Assessment =Book Value =Estimated 
 
 
 
Name Person Reporting 
Date Report 
Tatel, David 
5/11/2007 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(I) (2) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g. Value Value Type (e.g. Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month- Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 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) =$50,001  $100,000 =$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 =$50,001  $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 =$5,000,001  $25,000,000 Value Method Codes =$25,000,001  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market 
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated 
 
 
Date Report 
Tatel, David 
5/1112007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
 
(1) 
(2) 
(I) (2) (3) 
(4) 
(I) 
(5) 
Amount exempt from prior disclosure 
Place (X) after each asset Code (A-H) 
Type (e.g. div., rent, int.) Value Code (J-P) 
Value Method 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) 
 
86. 87. --Broadway Bank 3.7% due 6130106 --Midfirst Bank due 1015106 Matured Matured 6130 10/5 
88. --First FED 4.35% due 1119/06 Matured 11/9 
89. --Lehman Bros 4.05% due 9/1/06 Matured 9/1 
90. 91. --Encana Corp. --iShares MSC! EAFE Index Fund Purchased Purchased 617 2/1 
92. --FHLB 5.125% due 6/18/08 Purchased 9/8 
93. --Washington Mutual Bank 4.8% due 3/1/07 Purchased 2/23 
94. --First Federal Bank 5.1 due 5/16/07 Purchased 5/12 
95. --First Reliance Bank 5.45% due 7/6/07 Purchased 6/28 
96. --Spiritbank 5.15% due 917/07 Purchased 8/30 
97. --Morgan Stanley Bank due 1118/07 Purchased 10/31 
98. --iShares MSC! Switzerland Index Purchased 617 
99. See Item #98 Addi. Purch. 11129 
100. See Item #99 Sale 12/20 
101. --ETFS Agriculture DJ-Aigcism Purchased 12/27 
102. Life Insurance-Massachusetts Mutual Life None Income Gain Codes: =$1 ,000 Jess =$1,001  $2,500 =$2,501  $5,000 =$5,001  $15,000 =$15,001  $50,000 
(See Columns and D4) =$50,001  SI00,000 =$100,001  $1,000,000 =SI,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 D3) =$250,00  $500,000 =$500,001  Sl,000,000 =$1,000,001  $5,000,000 =$5,000,001  $25,000,000 Value Method Codes =$25,000,001  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market 
(See Column C2) =Appraisal V=Other =Assessment =Book Value =Estimated 
 
Date Report 
Tatel, David 
5/11/2007 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset exempt from prior disclosure 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(1) (2) (1) (2) (!) (2) (3) (4) (5) 
Amount Type (e.g. Value Value Type (e.g. Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
Insurance 
103. Rental property, Rappahannock County, (8/2/96 $86,600) Rent Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Colwnns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 H2=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) =$250,001 -$500,000 =$500,001 -$1 ,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) P4=More than $50,000,000 =Cash Market 
(See Column C2) =Appraisal V=Other =Assessment =Book Value W=Estimated 
 
Date Report 
511112007 
Tatel, David 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicateparto/Report.) 
 
 
Date Report 
5/11/2007 
Tatel, David 
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. 
 
 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301