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Judicial Watch • Frederick J Martone Financial Disclosure Report for 2003

Frederick J Martone Financial Disclosure Report for 2003

Frederick J Martone Financial Disclosure Report for 2003

Page 1: Frederick J Martone Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:7

Date Created:February 2, 2005

Date Uploaded to the Library:November 13, 2013

Tags:Frederick J Martone, Fidelity, Growth, Retirement, trust, stock, 2003, transactions, Financial Disclosure, CIA, income, Judge


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POSIDONS. (Reporting individual only; see pp. 9-13 offiling instructions) 
 NONE  (No reportable positions.) 

II. AGREEMENTS. NONE -(No reportable agreements.) 

Date Report 
'Jame o!'Person Reponmg 
III. NON-INVES11vfENT INCOME. (Reporting individual and spouse; see pp. 17-24 filing instructions) Filer's Non-Investment Income NON'E tNo reportable non-investment income.)
AND TYPE 
(yours, not spouse's) 2003 State Arizona Elected Officials Retirement 	$77,116 Spouse's Non-Investment -(Ifyou were married during any portion the reporting year, please complete this section. (dollar amount not required except for honoraria)
 NONE {No reportable non-investment income.) 
AND TYPE 
IV. REJMBURSE1-ffiNTS 	-transportation, lodging, food, entertainment. (Tncludes those spouse and dependent children. See pp. 25-27 instructions.) 
 NONE (No such reportable reimbursements.) GIFTS. (Includes those spouse and dependent children. See pp. 28-3 instructions.) 
 NONE (No such reportable gifts.)

DESCRIPTION 

VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) 
 NONE (No reportable liabilities.)

Date Report
Name Person Reporting 
4/2012004 
Description Assets 
(including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
DNONE 	(No reportable income, assets, transactions) 
Bank Orie Accounts 
Merrill Lynch (IRA) (Money Mark.ct Account) 

Verizon Common Stock 

John Lincoln Health Network Retirement Plan 

Income during Gross value end Transactions during reporting period reporting period reporting period 
(1) (2) 
Amount Type (e.11. Code div. rent. (A-H) int.) Interest Interest Dividend None 
(l) 
Value Code2 U-P} (2) 
Value 
Method 
Code3 

(Q-W) 
(1) 
Type (e.g. buy, sell, merger, redemption) 
not exempt from disclosure 
(2) (J) (5) Da1e: Value Gain Identity Month-Code2 Code buyer/seller 
Day 	(J-P) (A-(if private 1-1) transaction) 
-NB Partners Trust 	Sell 9103 
-Fidelity Equity Growth 
-NB Genisis Trust 	Sell 9/03 
-Fidelity Advisor Growth Opp. 	Sell 9/03 

-SP 500 Index Fund
-Invesco Dynamics 	Sell
10. 

-Janis Worldwide 
11. 

12. 
-Templeton Growth 	Sell 9/03 

13. 
-Dodge Cox Stock 	Buy 9/03 

 14_ -Calamos Growth 	Buy 9/03 
-Davis N.Y. Venture Fund 	Buy 9/03
15. 

16. 
-Strong Adv. Small Cap. Value 	Buy 9/03 

18. 
Banner Health Retirement Plan 	None 
-Fidelity Balanced Income/Gain Codes:  -Sl,000 less s1,001-$2,500  =$2,501-SS,OOO $5,00$15,000 $15,001-$50,000  
(Sec Colwnns and 04) $50,00 I-St 00,000 $100,001-$1,000,000 S!,000,001-$5,000,000 More than $5,000,000 Viiluc Codes:  -SI S,000 Jess $15,001-$50,000  -sso,001-$100.000  -Sto0,001-$250,000  
(Se Columns and 03) S25o,ooo-ssoo.ooo $500,001-S 1,000,000  =$1,000,001-$5,000,000  =$5.0QD,001-$25,000,000 s2s,ooo,oor-sso,ooo,ooo =$More than $50,000,000 Value Method Codes  Appraisal  =Cost (Real Estate Only) Assessment Cash/Market  
(See Column C2)  =Book Value  =Other  =Estimated  

Date Report 
lame Person Reporting 
Martone, Frederick 
4120/'.:004 
VII. IN"VES TNIENTS and UST -mcome, value, transcations (includes those the spouse and dependent children. See pp. 34-57 filing insm1ctions.) 
Oesctiplion Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
-AF Euro Pacific Growth 
19. Income during reporting period Gross value end reporting period Transactions during reporting period  
(I) Amount Code (A-H)  (2) Type (e.g. div. rent. int.)  (1) Value Code2 (J-P)  (2) Value Method Code3 (Q-W)  (1) Type (e.g. buy, sell, merger, redemption) not exempt from disclosure (2) (3) (5) Date: Value Gain Identity MonthCode2 Code buyer/seller Day (JP) (A (if private J.f transaction) Income/Gain Codes: Sl,000 less $1,001-$2,500 $2,501-S5,000 $5,001-$15,000 5,001-$50,000  
(See Colwnns and04) $50,00 [-$100,000  -$100,001-S 1,000,000  =$1,000,001-$5,000,QOO -More thanS5,000,000 Value Codes: $15,000 less   Sl5,001-$50,000 $50,001 $100,000 $100001-S250,000  
(See Colwnns and DJ) S250,000-$500,000 $500,001-$1,000,000 Sl,000,001-$5,000,000 S5;000,001-$25,000,000 S2S,OOO,OOl-$50,000,000  =$More than $50,000,000 Value Method Codes  =Appraisal  =Cost (Real Estnte Only) Assessment Cash/Market  
(See Column C2)  =Book Value  "'Other  =Estimated  

Name Person Reporting 
Date Report 
4/20/2004 

(Indicate part Report.) 
VIII. ADDITIONAL INFORMATION EXPLANATIONS 

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.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104)



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