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Judicial Watch • Elena Kagan Financial Disclosure Report for 2010

Elena Kagan Financial Disclosure Report for 2010

Elena Kagan Financial Disclosure Report for 2010

Page 1: Elena Kagan Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:7

Date Created:November 5, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Elena Kagan, kagan, elena, Harvard, chicago, Supreme Court, vanguard, 2010, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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Government Act 1978
Rev. 1/2011 
FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report 
KAGAN, ELENA 

SUPREME COURT 	5/2/2011 Reporting Period magistrate judges indicate full- part-time) Title (Article III judges indicate active senior status; 5a. Report Type (check appropriate type) Nomination, Date 01/01/2010 ASSOCIATE JUSTICE lnitial Annual Final 
12/31/2010 
5b. Amended Report Chambers Office Address the basis the information contained this Report and any 

modifications pertaining thereto, is, opinion, compliance 
950 PENNSYLVANIA AVENUE, N.W. 

with applicable laws and regulations. 
WASHINGTON, D.C. 20530 
Reviewing Officer Date 

IMPORTANTNOTES: 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. POSITIONS. rR,~,o,,i,g i,aiviauat o,ly; see pp. 9-13 filing instructions.) 
f~] 	NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY 

II. AGREEMENTS. rReponi, iodividuut only; see pp. 14-16 filing instructions.) 	NONE(No reportable agreements.) DATE PARTIES AND TERMS 	12/2008 TWO-YEAR LEAVE ABSENCE FROM THE FACULTY HARVARD UNIVERSITY. RESIGNED 
AUGUST 2010 

Ka_qan, Elena 

5/2/2011
III. NON-INVESTMENT INCOME. (Reporting individual andspouse; seepp. 17-24 filing instructions.) Filers Non-Investment Income NONE non-investment income.)(No reportable DATE 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.) DATE SOURCE AND TYPE  
IV. REIMBURSEMENTS -transportation, lodging, food, entertainmen~ (Includes those spouse and dependent children; see pp. 25-27 filling instructions.) NONE (No reportable reimbursements.) SOURCE DATES LOCATION  PURPOSE  ITEMS PAID PROVIDED GIFTS. anciudes ,hose spouse and dependent children; seepp. 28-31 filing instructions.)  
NONE (No reportable gifts.)  
SOURCE  DESCRIPTION  VALUE  
VI. LIABILITIES. andudes those o/spo ..... dependent children; see pp. 32-33 filing instructions.)  
[~]  NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  VALUE CODE  

5/2/2011
KAGAN, ELENA
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; seepp. 34-60 of:ling instructions.) 
NONE (No reportable income, assets, transactions.) 
Transactions during reporting periodDescription Assets Income during Gross value end 
(including trust assets) reporting period reporting period 
(1) 	(2) (1) (2) (3) (4) (5) (~) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity mm/dd/yy Code Code buyer/seller
exempt from prior disclosure Code div., rent, Code Method buy, sell, (A-H) (J-P) Code redemption) (J-P) (A-H) 
(if private int.) (Q-W) 
transaction) 	
CAMBRIDGE SAVINGS BANK ACCT Interest 	
VANGUARD PRIME MONEY MKT Dividend FUND 	
VANGUARD TOTAL STOCK MKT Dividend  INDEX ADM 	
FRANKLIN TEMPLETON, MUTUAL Dividend BEACON FUND 	
UNIV. CHICAGO RET -TIAA None TRADITIONAL 	
UNIV CHICAGO PET CREF STOCK None 

UN1V CHICAGO RET CREF BOND None 
MARKET VARIABLE ANNUITY 	
UNIV CHICAGO PET VANGUARD Dividend INT-TERM BOND 	
UNIV CHICAGO PET VANGUARD Dividend WINDSOR FUND 

IRA FIDELITY MAGELLAN FUND Dividend 
11. 	
IRA FIDELITY PURITAN FUND Dividend 

12. 	
IRA#1 FIDELITY 1NTERMED. BOND Dividend FUND 

13. 	
IRA VANGUARD TOTAL BOND Dividend MKT INDEX 

14. 	
IRA VANGUARD FED MONEY Dividend MKT FUND 

15. 	
IRA VANGUARD WELLESLEY INC Dividend FUND 

16. 	
IRA VANGUARD 500 INDEX FUND Dividend 

17. 	
IRA VANGUARD INTL EXPLORER Dividend FUND =$5,001 $15,000 =$15,001 $50,000
 Income Gain Codes: 1,000 less 1,001 $2,500 =$2,501 $5,000 
(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 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  

5/2/2011 
VII. INVESTMENTS and TRUSTS -income, volue, transactions (Includes those spouse and dependent children; seepp. 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 reporting period (l) (2) Amount Type (e.g., Code div., rent, (A-H) int.)  Gross value end reporting period (1) (2) Value Value Code Method (J-P) Code (Q-W) Type (e.g., buy, sell, redemption)  Transactions during reporting period (2) (3) (4) Date Value Gain mm/dd/yy Code Code (J-P) (A-H)  (5) Identity buyer/seller (if private transaction)  
18. 19.  HARVARD 457B PLAN VANGUARD TOTAL BOND MKT INDEX HARVARD 457B PLAN -VANGUARD TOTAL STOCK MKT INDEX  Dividend Dividend  Distributed Distributed  12/03/10 12/03/10  
20.  HARVARD 457B PLAN VANGUARD EXPLORER FUND  Dividend  Closed  11/12/10  
21. 22.  HARVARD 457B PLAN VANGUARD GLOBAL EQUITY FUND HARVARD 457B PLAN -VANGUARD TARGET RETIREMENT 2025 FUND  Dividend Dividend  Closed Buy  11/12/10 11/12/10  
i23.  Distributed  12/03110  
24.  JUSTICE FEDERAL CREDIT UNION  Dividend  
25.  DREYFUS GNMA FUND -CLASS  Dividend  
26.  VANGUARD -GNMA FUND INVESTOR SHARES  Dividend  
27.  CHARLES SCHWAB MONEY MARKET ACCOUNT  Dividend  
28.  SCHWAB SP 500 INDEX FUND  Dividend Income Gain Codes: (See Columm and D4) Value Codes =$1,000 less =$50,001 $100,000 =$15,000 less =$1,001 $2,500 :$100,001 $1,000,000 =$15,001 $50,000 =$2,501 $5,000 =$1,000,001 "$5,000,000 =$50,001 $100,000 =$5,001 $15,000 =More than $5,000,000 =$100,001 $250,000 =S15,001 $50,000  
(See Columns and D3) =$250,001 $500,000 =$500,001 ~000,000 =$1,000,001 $5,000,000 =$5,000,001 $25,000,000 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  

KAGAN, ELENA
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate part report.) 
All assets were transferred intact from the Harvard 403(B) plan October 27,2010 IRA and IRA held.at Fidelity and Vaguard, respectively. 
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: S/ELENA KAGAN 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY 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