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Judicial Watch • David S. Tatel – 2012

David S. Tatel – 2012

David S. Tatel – 2012

Page 1: David S. Tatel – 2012

Category:Federal Judges

Number of Pages:9

Date Created:January 3, 2014

Date Uploaded to the Library:May 22, 2014

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Government Act f/978 
Rev. 112013 
FOR CALENDAR YEAR 2012 u.s.c. app. 101-I 11) Person Reporting (last name, first, middle initial) Tatel, David Court Organization U.S. Court Appeals, Cir. Date Report 05/02/2013 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. Circuit Judge (Active)  Sa. Report Type (check appropriate type) Nomination Date Initial [{] Annual Sb. Amended Report Final Reporting Period 01/01/2012 12/31/2012 Chambers Office Address 
Prettyman U.S. Courthouse 333 Constitution Ave., Washington, 20001 
IMPORTANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. POSIT! ONS. (Reporting individual only; see pp. 9-13 filing instructions.) 
[{]  NONE (No reportable positions.)  
POSITION  

NAME ORGANIZATION/ENTITY 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 
III. N0N-JNVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing 
instructions.) Filer's Non-Investment Income 
[{]  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 for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 2012 Self-Employed (education consultant) 
JV. REJMB URSEMENTS -transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 
SOURCE  DATES  LOCATION  PURPOSE  ITEMS PAID PROVIDED  Northwestern University, Chicago,  2/29/12-3/3/12  Chicago  Participate Moot Court Program  Airfare, Hotel, Meals, Local Transportation, Telephone  ABA Section Labor and Employment Law, Chicago,  3/21/12-3/24/12  San Francisco,  Speak conference  Airfare, Hotel, Rental Car, Meals, Local Transportation  The National Academies, Washington, D.C.  3/26/12-3/27112  Washington, D.C.  Committee Meetings  Local Transporation  The National Academies, Washington, D.C.  10/22/10-10/23/12  Washington, D.C.  Committee Meetings  Local Transportation  Spencer Foundation, Chicago,  I0/23/12-10/25/12  Chicago,  Board Meeting  Airfare, Meals, Local Transportation GIFTS. (Includes those spouse and dependent children; see pp. 28-31 

instructions.) 
[{] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] NONE (No reportable liabilities.) 
CREDITOR 

VALUE CODE 

VII. INVESTMENTS and TRUSTS --income, vat11e, transactions r1nc111des those ofspo11se and dependent chitdren; see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including tmst assets)  reporting period reporting period  

Code
exempt from prior disclosure 

div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller (A-H) int.) (J-P) Code redemption) (J-P) (A-H) (ifprivate (Q-W) transaction) 
(I)
(I) 
(3) 
(5) 
Place "(X)" after each asset Type (e.g., Value Value Type (e.g., Date Value Gain Identity Capital One Bank-checking acct  Interest ING Bank-savings acct(s) (Note  None  Closed  1/1112 ING Bank-checking acct. (Note  None  Closed  1/1/12 Starbucks Corp.  Dividend Standard Poors Midcap 400  Dividend Federal Realty Investment Trust  Dividend Avalonbay Communities  Dividend Suncor Energy Inc.  Dividend  Sold (part)  12/18/12 -See Line  Sold (part)  12/19/12  
IO. -See Line  Sold (part)  12/20/12  
11. Newport News, due 11/1/15  Interest  
12. Wisconsin 4.75% due 5/1/25  Interest  
13. Spring, Indpt Sch due 8/15/33  Interest Cenovus Energy Inc.  None  Sold  1/18/12  
15. Schwab Advisors Cash Reserves Premier Fund  Dividend  
16. Emerging Markets Core Equity Portfolio  Dividend  
17. DFA Emerging Markets Value Portfolio  Dividend Income Gain Codes: =$1.000 less B41,00I -$2,500 =$2,501 -$5.000 =$5.001 -$15.000 =$15.001 -$50,000 (Sec Columns and 04) =$50.001 -$100.000 =$I 00.00 
-$I ,000,000 III =$1.000.001 -$5.000.000 =More than $5.000.000 
Value Codes =$I 5,000 less =$15.001 -$50,000 =$50.001 -$100.000 =$100.001 -$250.000 

(Sec Columns and =$250.00 -$500.000 =$500,001 -$1.000.000 =$1 ,000.001 -$5,000.000 1'2 =$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 (Sec Column C2) V=Other =Book Value ""Estimated 
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 trust assets)  reporting period  ofreporting period  

(2) (I) (2) 
(5) 
Place "(X)" after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code 
exempt from prior disclosure 
div., rent, Code Method buy, sell, mmldd!yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (A-H) (if private 
transaction) Income Gain Codes: ,000 less 41,001 -$2.500 $2.501 -$5.000  0$5,001 -$15 ,000  
(Sec Columns and D4) $50.001 -$100,000 4100,001 -$1.000.000  Ill ,000.001 -$5.000.000  112 More than $5,000.000 Value Codes $15.000 less $15,001 -$50.000 $50.00I 00.000 00.001 -$250.000  
(Sec Columns and 03) $250,001 -$500,000 $500,00I -$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  
(Sec Column C2) =Book Value  V=Other =Estimated $15.001-$50.000 
Pag of9 
VII. INVESTMENTS and TRUSTS --income, vatue, transactions r1nc111des 1110se spouse and dependent children; see PP 34-60 offiting 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) (2) (I) (4) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

35. --DFA Selectively Hedged Global Fixed Income Portfolio  Buy (add'!)  1/10/12  
36. --PIMCO Emerging Local Bond Fund  
37. --DFA Emerging Markets Core Equity Portfolio  
38. --DFA Emerging Markets Small Cap Portfolio  
39. --DFA International Core Equity Portfolio  Buy (add'!)  1/5/12  
40. --DF International Small Cap Value Portfolio  
41. --DFA U.S. Core Equity Portfolio  
42. --DFA U.S. Small Cap Value Portfolio  
43. --DFA U.S. Micro Cap Portfolio  
44. --DFA Emerging Markets Value Portfolio  Buy  1/9/12  
45. --Schwab Advisors Cash Reserve Premier Fund  
46. Life Insurance-Massachusetts Mutual Life Insurance  lnt./Div.  
47. Rental property, Rappahannock County, (8/2/96 $86,600)  Rent  
48. Maryland College Investment Plan (no control) (Note  None  Buy (add'!)  12/25/12  
49. --See Line  Distributed (part)  02/03/12  
50. --See Line  None  Buy (add'!)  12/25/12  
51. --See Line  Distributed (part)  02/03112 Income Gain Codes: =$1,000 less 41,001 -$2,500 =$2,501 -$5,000 =$5.001 -$15.000 =$15.00 -$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 -$100.000 =$!00.001 -$250.000  
(Sec Columns and D3) =$250.00 -$500.000  0=$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 ost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  Y=Othcr =Estimated  

ins1ructio11s.J
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc111des those spouse and dependent c1tildren; see PP 34-60 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) (3) 
(5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (ifprivate  
(Q-W)  transaction) Income Gain Codes: 4t,000or less =$1.001 -$2, 500 =$2,501 -$5.000  0=$ 5.001 -$15.000 =$1 5.00I -$50.000  
(Sec Columns and 04) 50,001 -$100,000 =$100.00 -$1,000,000  Ill =$1.000.001 -$5.000.000  fl2 =More than $5.000.000  
2.Value Codes =$1 5,000 less =$1 5,001 50.000 50,001 -$100.000 =$100.001 -$250.000  
(Sec Columns and 03) =$250.00 -$500.000 =$500.001 -$1.000.000 =$1,000.001 -$5.000.000 =$5.000.001 -$2 5.000.000 =$25.000 .001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V::=Othcr =Estimated  

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (/11dicate part report 
Part VII Investements and Trusts 
Note l-ING Bank was acquired Capital One Bank. Accounts were closed. 
Note 2-Filer made contributions Maryland College Savings Plan accounts. also rolled over portion these accounts new accounts established 
with the Nevada College Savings Plan. 

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: David Tatel 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544