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Judicial Watch • Gene E Pratter Financial Disclosure Report for 2007

Gene E Pratter Financial Disclosure Report for 2007

Gene E Pratter Financial Disclosure Report for 2007

Page 1: Gene E Pratter Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:32

Date Created:October 30, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Pratter, Gene E Pratter, Retirement, 2007, INVESTMENTS, EPA, transactions, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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POSJTJ ONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
POSITION 

Co-Trustee 
JJ. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing 
instructi011s.) NONE (No reportable agreements.) 2007 

Date Report 
Pratter, Gene 
03/18/2008 
IIJ. NON-INVESTMENT COME. (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) 2007  Duane Morris LLP (Post Retirement Distribution) 50,000 Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except/or honoraria.) NONE (No reportable non-investment income.) 
SOURCE AND TYPE 2007 PMA Capital Corporation (Sr. General Counsel) 

IV. REJMB URSEMENTS -transportation, /odging,food, entertaillmenl (Includes those spouse and dependent children; see pp. 25-27 offiling instn1ctions.) NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE Northwestern Univ Law School November 11-13, 2007 Chicago, Judicial Symposium  ITEMS PAID PROVIDED Transportation GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[ZJ  NONE (No reportable gifts.)  
SOURCE  DESCRlPTION  

VALUE 

VI. LIABILITIES, (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[ZJ  NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  

VALUE CODE 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

Date Report 
Pratter, Gene 
03/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nctudes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2) (1) (2) 
(4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  Month 
(A-H) int.)  (J-P)  Code  redemption)  Day  
(Q-W)  

Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: ,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,00 -$15,000 =$15,00 -$50,000  
(See Columns and 04) =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00I -$50,000 =$50,001 -$100,000 =$100,00 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More tlmn $50,000,000 Value Method Codes  Q=Apprnisal =Cost (Real Estate Only) =Assessment ""Cash Market  
(See Column CZ) ""Book Value  V=Other =Estimated  

Date Report 
Pratter, Gene 
03/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Income during Gross value end 
Description Assets 
Transactions during reporting period 
(including trust assets) reporting period reporting period 
(2) (I) 
(2) 
(2) 
(4) 
(5) 
Value Type (e.g., Date Value
Place "(X)" after each asset Amount Type (e.g., Value 
Gain 
Identity 
Code 
Method buy, sell, Month-Code 
Code 
exempt from prior disclosure 	div., rent, Code 
buyer/seller 
(A-H) int.) 
Code 
redemption) Day (J-P) 
(if private 
(A-H)
transaction)
(Q-W) 
35. 	
DFA International Small Value -Retirement Dividend Buy 11/2 

36. 
DFA International Value -Retirement Dividend Income Gain Codes: =$1,000 Jess ,00 -$2,500 =$2,501 -$5,000  
(See Columns and D4) =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,00t -$5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,00t -$100,000  
(See Columns and 03) =$250,00  $500,000 =$500,001 -$1,000,000 =$t,000,001 -$5,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes  Q=Appraisat =Cost (Real Estate Only) =Assessment  
(See Column C2) ""Book Value =Other  

0=$5,00t -$15,000 =$15,00 -$50,000 =More than $5,000,000 to0,00 -$250,000 =$5,000,001 -$25,000,000 =Cash Market 

Date Report 
Pratter, Gene 
03/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

Date Report 
Pratter, Gene 
03/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spoust and dependent children; see PP 14-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Transactions during reporting period  
Description Assets  Income during  Gross value end  
(including trust assets)  reporting period  reporting period  

(3)
(1)
(I) 
(2) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  
exempt from prior disclosure  Code  div., rent,  Code  Method  
(A-H) int.)  (J-P)  Code  
(Q-W)  

69. Brandywine -Trust Dividend 
Type (e.g., buy, sell, redemption) 
Date 
Month-
Day 

Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction)  

Federated Short Tem1 Muni -Trust Dividend Income Gain Codes: =$1,000 less =$1,001. $2,500 =$2,50 -$5,000 =$5,00  5,000 =$I 5,00 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,001-$1,000,000 =$1,000,00  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  S50,000 =$50,001  $100,000 =$100,001  $250,000  
(See Columns and 03) =$250,00  $500,000 =$500,00I  $1,000,000 =Sl,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  
(See Column C2) =Boo Value ;Other  W""Estimated  

Date Report 
Pratter, Gene 
03/18/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r111c1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.)
Description Assets Income during Gross value end Transactions during reporting period 
including trust assets) reporting period reporting period Typ1
Place "(X)" after each asset Ant ie.g., g., :;n ldet 
Typv1
Code
Method Code
exempt from prior disclosure div., rent, Code 2buy, sell, Month -Code buyer/seller 
transaction) Income Gain Codes: ""$1,000 less =$1,001 -$2,50-0 =$2,50 -$5,000 =$5,0-01 -$15,0-00 =$15,00 -S50,000  
(See Columns and 04} =$50,001 -$100,0-00 =SI00,001 -$1,000,000 =SI ,0-00,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,0-00 less  K=$15,001 -$50,000 =$50,0-01 -$100,000 =SI 00,00 -$250,000  
(See Columns and D3) =$250,00 -$500,0-00  0=$500,00 -$1,0-00,000 =$1,0-00,00 -$5,000,000 =$5,000,001  $25,000,000 =$25,000,00 -$50,0-00,000 =More than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2)  U=Book Value  V=Other  W=Estimated  

Date Report 
Pratter, Gene 
03/18/2008
VII. INVESTMENTS and TRUSTS income, value, transactions anctudes those ofspouu and dependent children; see pp. 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during 
Gross value end Transactions during reporting period 
(including trust assets) reporting period 
reporting period (I) (2) 

(3)
(I) (2) (I) Identity

Type (e.g., Value 
Value Type (e.g., Date Gain
Place "(X)" after each asset Amount 
Code 
div., rent, Code 
Method buy, sell
exempt from prior disclosure 
(J-P)
(:; 
Month Code 
(A-H) 
Code redemption) Day int.) (J-P) 
(A-H) (if 
transaction) 
103. 
Julius Baer International Equity -Brokerage Dividend 

104. 	
Morgan Stanley International Equity Dividend Brokerage 

105. 	
PMA Capital Common Stock -Brokerage None Income Gain Codes: =$1,000 less ,00  $2,500 =$2,501 -$5,000 =$5,001-$15,000  
(See Columns and D4) =$50,00t-S 00,0-00 =$100,001 -St,0-00,0-00 =$1,0-00,001-$5,00Q,OOO =More than $5,0-00,0-00 Value Codes 5,000 less =$15,001 -$50,000 =$50,001 -$100,0-00 =$100,00 -$250,000  
(See Columns and D3) =$250,00  $500,000 =$500,00I -$1,0-00,000 1,0-00,00  $5,000,000 =$5,000,00 -$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  
(See Column C2) =Book Value =Other ""'Estimated  

Name Person Reporting 
Date Report 
Pratter, Gene 
03/18/2008 
VII. INVESTMENTS and TRUSTS -i11come, value, transactions (Includes those spouse and depe11dent children; see pp. 34-60 fili11g i11struc1io11s.J NONE (No reportable income, assets, transactions.) 
(I) Type (e.g 
buy, sell, redemption)  
Income during  Gross value end  
reporting period  reporting period  
(l)  (2)  (1)  (2)  
Amount  Type (e.g.,  Value  Value  
Code  div.1 rent,  Code  Method  
(A-H) int.)  (J-P)  Code  
(Q-W) 
Transactions during reporting period Description Assets (including trust assets) 
(3) 
(4) 
Value
Date
Place "(X)" after each asset Gain 
Identity 
Month-
Code 
Code 
buyer/seller
exempt from prior disclosure Day 
(A-H) 
(if private 
(J-P) 
transaction) Income Gain Codes: =$1,000 less =$I ,00 -$2,500 =$2,50 -$5,000 =$5,00 -$I 5,000  E=$15,001 -$50,000  
(See Columns and D4)  F=$50,00 -SI 00,000 =$100,001 -$1,000,000 =$I ,000,00 -$5,000,000 =More than $5,000,000 Value Codes  1=$15,000 orless $15,001 -$50,000 =$50,001 -$100,000 J00,00 -$250,000  
(See Columns and DJ) $250,001 -$500,000  D=$500,001 -$1,000,000  Pl=$I ,000,00 -$5,000,000 P2=$5,000,001 -$25,000,000 =$25,000,00 -$50,000,000  P4=More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) ""'Assessment =Cash Markel  
(See Column C2)  U=Book Value  V=Other =Estimated  

Date Report 
Pratter, Gene 
03/18/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes 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  
(inc luding trust assets)  reporting period  reporting period  

(l) Amount Code (A-H)  (2) (l) Type (e.g., lue div., rent Code int.) (J-P)  (2) (l) Value Type (e.g., Method buy, sell, Code3 redemption) (Q-W)  (2) (3) Date Value MonthCode2 Day (J-P)  (4) Gain Code (A-H)  

(5) 
Place "(X)" after each asset 
Identity exempt from buyer/seller 
prior disclosure (if private transaction) 
154. Dodge Cox Stock -Retirement Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,00I -$15,000  E=$15,00l -$50,000  
(See Columns and D4) =$50,00I -$I 00,000 =$100,001 -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,00I -$250,000  
(Sec Columns and 03) =$250,001 -$500,000 =$500,00 I-$1,000,000 =$1,000,00 -$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 Markel  
(See Column C2) =Book Value =Other =Estimated  
---- 

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nctudes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) Description Assets 
Gross value end Income during 
Transactions during reporting period (including trust assets) reporting period reporting period
(2) 
(1) 
(3)
(1) (2) 
,,, 
Value Type (e.g., Date 
Value
Place "(X)" after each asset Amount Type (e.g., Value 
Gain 
Code 
Method buy, sell, Month-
Code
exempt from prior disclosure div., rent, Code 
Code 
(A-H) int.) (J-P) 
Code redemption) Day 
(J-P) 
(A-H) private 
(Q-W) Income Gain Codes: =$1,000 less =Sl,001 -$2,500 2,50 -$5,000  D=$5,00 -$15,000 =$15,00 $50,000  
(See Columns and D4) =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 orless =$15,00 -$50,000 =$50,00 !00,000 =$100,001 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$25,000,001. $50,000,000 =$500,00 -$1,000,000 =$1,000,00  $5,000,000 =More than $50,000,000 =$5,000,00! -$25,000,000 Value Method Codes (See Column C2) =Appraisal =Book Value =Cost (Real Estate Only) ""Other =Assessment W""Estimated =Cash Market  

Date Report 
Pratter, Gene 
03/18/2008 
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. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL 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 OSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.) 
NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY Co-Trustee Trust 

instructions.) 
NONE (No reportable agreements.) 

PARTIES AND TERMS 2007 Post-resignation return capital. Parties: Duane Morris LLP Gene E.K. Pratter. Capital returned 2007 

III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing imtructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

SOURCE AND TYPE  INCOME  
(yours, not spouse's)  
Duane Morris LLP (Post Retirement Distribution) 50,000 Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amounl not required except fOr honoraria) NONE (No reportable non-investment income.) 

SOURCE AND TYPE 
2007 PMA Capital Corporation (Sr. General Counsel) 
IV. REIMBURSEMENTS -trumportation, /odging,food, entertainmenl 
(Includes those spouse and dependent children; see pp. 25-2 ofjiling instructions.) NONE (No reportable reimbursements.) F'J'S. (Includes tho.H' .vpouse and dependent children; see pp. 28-31 

instructions.) 
[ZJ NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 
VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[ZJ NONE (No reportable liabilities.) 
DESCRIPTION VALUE CODE 

Date Report 
Pratter, Gene 
0510 /2008 
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.) -1----- -----------i---I Description Assets Income during Gross value end Transactions during reporting period 
reporting penod
(111clud111g trust assets) 
reportrng penod 
Value 
Gain Identity (I) (2) 
Value Type (e.g., Date
Amount Type (e.g., 
exempt from prior d1sclosure (A-H) 
__________________J____ ___ [__ __J_ 
ValuePlace "(X)" after each asset Code Method buy, sell, Month Code Code buyer/seller 

(J-P) 

Code Day Ior int.) redemption) (J-P) (A-H) (if private Vanguard Total Bond Market Index Dividend Buy Monthly Retirement# 
Vanguard Index 500 -Retirement# Dividend Buy Monthly 
Vanguard Windsor -Retirement Dividend Buy Monthly 
Vanguard International Growth -Retirement Dividend Buy Monthly Income Gam Codes. =$1,000 less 1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000  
(Sec Columns and D4) =S50,00I  SI00,000 =SI 00,00 1,000,000 =$1,000,001 -S5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -S50,000 =$50,001 -$100,000 =$I 00,00 -$250,000  
(See Columns and 03) =S250,00I -$500,000 =S500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -S25,000,000 =S25,000,00I -$50,GJ0,000 =More than $50,000,000 Value Method Codes =Apprnisal =Cost (Real Estate Only) =Assessmen1 =Cash Market  
(See Column C2) ::::Book Value =-Other  W""Estimatcd  

Name Person Reporting 
Date Report 
Pratter, Gene 
0510 l/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those ofsrouse and dependent children; see PP 34-60 offiling instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets  Income during  Gross value end  
(including trust assets)  reporting period  reporting period  
Place "(X)" after each asset  r-(!)T-(2-J Amount Type (e.g.,  (I) Value  (2) Value  
exempt from prior disclosure  Code  div., rent,  Code  Method  
(A-H) int.)  (J-P)  Code  
------------ (Q-W)  
18.  Westcore MIDCO Growth -Retirement  Dividend  

---1 
Transact10ns during reportmg penod 

(I) (2) (3) (4) 
Type (e.g., Date Value Garn buy, sell, Month Code Code
redemption) Day (J-P) (A-H) _____ --------
(5) 
Identity 
buyer/seller 
(if private 
transaction) ______ __I 
Janus Mid Cap Value -Retirement Dividend 
20. William Blair Int'I Small Growth Dividend Retirement Income Gam Codes: =$1,000 Jess "Si,001 -$2,500 "$2,SOt -$5,000  os5,001 -SJ5,ooo "$15,00I -$50,000  
(See Columns and 04) "550,001 --$100,000 00,00 -$1,000,000 "St,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less "$15,00t -$50,000 s50,001 --s100.ooo "$100,00I -$250,000  
(Sec Columns and 03) $250,00 -$500,000 "$500,001 -$1,000,000 ,000,00 -$5,000,000  p-, $5,000,00 --$25,000,000 "$25,000,00 -$50,000,000 "More than $50,000,000 Value Method Codes =Appraisal ""Cost (Real Estate Only) =Assessmen1 =Cash Market  
{Sec Column C2) ""Book Value =Other  W==Estimated  

------------------------------------... 
Date Report 
Pratter, Gene 
05/01/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those ofspouse and dependent children; see pp. 34-60 offiting instrnctions.J NONE (No reportable income, assets, transactions.) 
--------------., -Dcscr Asset--r Gross valecnd Transactions durig repori:p:o:---
ipti
(including trust assets) penod reportrng period  (s)----
Place "(X)" after each asset Int Typ -Ii v1e 1-ve ;:ple -1e :cr Identity
Code
exempt from prior disclosure Idtv Code buy, sell, Month -Code Code buyer/seller 

ent, DFA International Small Value -Retirement 
Dividend Buy 1112 
DFA International Value -Retirement Dividend 
37. 
DFA One Year Fixed-Retirement Dividend 

38. 
DFA Small Cap Value -Retirement Dividend Income Gain Codes. (See Columns and 04) ValueCodes ,000 less =$50,001 -$100,000 =$15,000 less =$1,001. $2,500 =$I 00,001. -$1,000,000 $15,001 -$50,000 =$2,50t -S5,000 =$1,000,001 -S5,000,000 L=550,00l -$100,000 =$5,00t 15,000 ""More than $5,000,000 =$I 00,00 $250,000  -------i =$15,001 -S50,000  
(See Columns and 03) $250,00 -$500,000  8500,00 1,000,000 =$1,000,00 -$5,000,000 $5,000,00 -$25,000,000 Value Method Codes =S25,000,00 -$50,000,000 =Appraisal =Cost (Real Estate Only) =More than $50,000,000 =Assessment =Cash Market  
{See Column C2) ""Book Value =Other =Estimated  ____J  

Name Person Reporting 
Date Report 
Pratter, Gene 
05/01/2008 
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.) 
------1 lncomduring ..-penod
vale 
--------
(including trust assets) reporting penod reporting period 
(I) (2) (1) (2) (I)
Type (e.g., 
Value
Place"(X)" after each asset Amount Value Type (e.g( Date Value Garn Identity
Code
exempt from prior disclosure div., rent, Code2 Method buy, sell, Month Code2 Code buyer/seller 
(A-H) int.) (-P) Code3 redemption) Day
(Q-W) 
Westcore Growth -Retirement None Sale 1117 
53. Westcore MIDCO Growth -Retirement Dividend 
William Blair lnteruat1onal Growth Dividend Retirement 
Janus Fund -Retirement Dividend Purchase 1117 Janus Overseas -Retirement Dividend Income Gain Codes: (Sec Columns and 04) Value Codes (Se" .Columns and 03) Value Method Codes (See Column C2} =SJ ,000 less =$50,00 -SI 00,000 15,000 less =$250,001 -$500,000 "525,000,00 -$50,000,000 =Apprnisal ""Book Value 1,00 -$2,500 =$100,001 -Sl,000,000 =$15,001 -$50,000 "$500,00 -$1,000,000 =Co.st (Real Estate Only) ""Other =$2,501 -55,000 =$1,000,001 -$5,000,000 =550,001 -$100,000 t,000,00 -55,000,000 =More than $50,000,00'' o:o:Assessment W=Estimated  D=$5,001-Sl5,000 =More than $5,000,000 =$100,001 -$250,000 "$5,000,00 -$25,000,000 =Cash Market =$15,001 -$50,000  
----------- 

Date Report 
Pratter, Gene 
05101/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets Gross valc Transactions duri reporting period (including trust assets) porting penod reporting P'.?
__L____ ----- 	------
(1) (2) (1) (3) (5) (I) --i-(2) 	(2) (4)

Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Place "(X)" after each asset Code dtv rent, Code Method buy, sell, Month -Code Code buyer/seller(A-H Day (J-P) (A-H) (if private 
(J-P)) 
transaction) 
Brandywine -Trust# Dividend 
70. 
Federated Short Tenn Muni -Trust Dividend 
71. 
First Eagle Overseas -Trust Dividend 

72. 
Hotchkis Wiley Large Cap Value -Trust Dividend Income Gain Codes. (Sec Columns and D4) Value Codes (See Columns and DJ) 	Value Method Codes (See Column C2) ==$1,000 less =$50,00t -$t00,000 :=:$15,000 less =5250,00I -$500,000 =s2s,ooo,001 -s5c,;oo,ooo =Appraisal =Book Value =Sl,001 -$2,500 =S2,50t -$5,000 =SJ00,001 -Sl,000,000 =$t,OOO,OOI -S5,000,000 =Sl5,001-S50,000 =S50,00I -$t00,000 O=S500,00l -Sl,000,000 =$1,000,001 -$5,000,000 ""More than $50,000,000 =Cost (Real Estate Only) =Assessrncnl =Other W""Est1rnatcd 
------------------
0=$5,001-$15,000 
112 =More than $5,000,000 =$I 00,00 -$250,000 =$5,000,00 -$25,000,000 =Cash Market =$15,001 -$50,000 

Name Person Reporting 
Oale Report 
Pratter, Gene 
05/01/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those spouse and dependent children; see PP 34-60 filing instructions.;  NONE (No reportable income, assets, transactions.) Description Assets  ------ _______ ___ -------, Income during ---r Gross value end  ------------6 Transactions during reporting penod  
(includmg trust assets)  

(2) (3) 
Identity 
Place "(X)" after each asset 	Date Value Gain 
Code Code
exempt from prior disclosure 	Month(J-P) (A-H)H) mt.) (J-P) Code redemption) Day (ifprivaie 
(Q-W) 
-------ctio----j 	DFA Tax Managed Targeted Value Dividend See Note Part VIII Trust 
87. 
DFA Micro Cap -Trust Dividend 

88. 
Third Avenue International Value -Trust Dividend 

89. 
Westcore International Frontier -Trust Dividend Income Gain Codes. 1,000 less =Sl,001. $2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00I -550,000  
(See Columns and 04) =$50,001 -SI00,000 =SI00,001 -$1,000,000 =$1,000,001 -$5,000,000  1-12 ""More than 15,000,000 Va!ue Codes =$15,000 less =$15,00t -$50,000 =$50,001 -$100,000 =$I 00,00I -$250,000  
(See Columns and 03) =>250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001-55,000,000 =$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  
(See Column C2) =Book Value =Other =Estunated  

Name Person Reporting 
Date Report 
FINANCIAL DISCLOSlJRE REPORT Page 10of17 
Pratter, Gene 
05101/2008 
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.) (3J
Date Value 
Month-I Code 
Day (J-P) 
103. 	
Julius Baer International Equity -Brokerage Dividend 

104. 
Morgan Stanley International Equity Dividend Brokerage 

105. 
PMA Capital Common Stock -Brokerage None 

106. 
Schwab Money Market -Brokerage Dividend 

-- Income Gain Codes: 1,000 less 1,00 -$2,500 =S2,50 -S5,000 =$5,00 15,000 =$15,00 -550,000  
(Sec Columns and 04) =S50,00 00,000  G=SI00,001-$1,000,000 =Sl,000,001 -S5,000,000 =More than $5,000,000 Value Codes 15,000 less =515,001 -$50,000 =$50,001 -SI00,000 =SI 00,00 -S250,000  
(Sec Columns and DJ) =S250,00 -SS00,000 S



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