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Judicial Watch • Gerald Bruce Lee Financial Disclosure Report for 2005

Gerald Bruce Lee Financial Disclosure Report for 2005

Gerald Bruce Lee Financial Disclosure Report for 2005

Page 1: Gerald Bruce Lee Financial Disclosure Report for 2005

Category:Financial Disclosure

Number of Pages:15

Date Created:December 1, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Buymtly, Gerald Bruce Lee, GERALD, Virginia, partial, Growth, vanguard, Washington, 2005, EPA, dividend, Financial Disclosure, ICE, CIA, income, Judge

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A.010 Government Act 1978 
FOR CALENDAR YEAR 2005 u.s.c. app.  101-111) Pft"IOD Rqiortin: (lut name, lint, middle initial) Lee, Gerald Tille (Artlde Ill judga indicate sctive senior Wollls; magismte Jad:es mdiort Type (check mpriate type) Nomination, Dale Initial  Annual  Final llq>ortin:Period 01/01/2005 12131/2005  
511.  Amended Rqx>rt Oil die buis eftlie laformatioa aoaW.ed tllil Repert modificatieas pertalniag, ii, ray epiwiea, compliuc:e 
witll awfbble ....... regalatiem. 

Reriewlag Officer Date 
IMPORTANT NOTES: The instructions accompanying this fonn must 1te followed. Complete all pans, cheeking the NONE box/or each part where you have reportable information. Sign last page. POSITIONS. (JUpordng /ndiridllJll only; see pp. 9-13 /nstractions.)  NONE (No reportable positions.)  
NAME  ORGANIZATION/ENTITY Board Directors  FederalJudges' Association Board Advisors Marshall Breonan Program, American University Washington College ofLaw 
American University Washington College ofLaw AGREEMENTS. (IUportlng /ndiridllJll only; see pp. 14-16 instractions.) NONE (No reportable agreements.) 
PARTIES AND TERMS 4/16199 Delaware Charter Guarantee Trust Company, IRA FBO Gerald Bruce Lee
5/92 Vuginia Retirement System, government pension, Fairfux Circuit Coort 

DI. NON-INVESTMENT INCOME. {llLpartingindiPidllldtmdspo11Se;seepp.17-24afinslrMdians.) Filer's Non-Investment Income 
IE] NONE (No reportable non-investment income.) ours, not spouse's) Spouse's Non-Investment Income -1Jyo11 were auuried dllring 1111y portion a/the reportingyellt', ca111ptea this seen. (Dollar anwtml not required except/or honoraria.) NONE (No reportable non-investment income.) AND TYPE l/2005 

IV. REIMBURSEMENTS -tr1111spotf11Jion, lodging, food, entertJZinltfellL (Includes those tospouseand deperuJenJchildren. See pp. 25-27 ofinstructUm.s.) NONE (No reportable reimbursements.) American Bar Association TECH SHOW Instructed seminar (Lectured)  Transportation, meals, hotel: April 14-15 2005 University ofVuginia Trial Advocacy Institute, UVA Law School, Charlottesville  Transportation, hote meals: JanuarylJ-14,2005 Federal Judges Association Board Meeting, Arlington, Virginia  Hoteland Meals: May 14, 2005 Fairfux Bar Association Seminar Evidence (Lectured)  Hoteland Meals: Nov ll-12,2005 Virgini State Bar Criminal Law Seminar Evidence Williamsbwg Charlottesv'le  Hotel and Meals: February 11, 2005  

Date Report 
Name Penon Reporting
Lee, Gerald GIFTS. (Incbulu those spoase Ollll 4"pendellt childre11-epp. 18-31 lnsttRCtlons.) 
 NONE (No reportable gifts.) 

Dale Repor1 
Lee, Gerald 
VII. INVESTlIENTS and TRUSTS -inaJ-m,,,,, lrtUISllCtions (indlU/es t1cou the spollSe tmdt1epen.tent chi/4ren. pp. us1offiung instractions) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" aftereach asset exempt from prior disclosmc Income during reportin period Gross value end reportingperiod Transactions during reporting period  
(I)  (2)  (1)  (2)  (I) not exempt fium disclosure  
Amount Code! (A-H)  Type(e.g. div., rent, orinL)  Value Code2 (J.P)  Value Method Code3 (Q-W)  Type(e.g. buy, sell, merger, redemption)  (2) Date Month-Day  (3) Value Code2 (J-P)  (4) Gain Code! (A-H)  (5) Identity buyedseller (ifprivate transaction) Vuginia Retirement System, Va. Cir. Pension, 92-98  Interest Alliance Capital Reserves Money Mid Furui(401k)  Dividend Wal Mart Stores, Inc. (IR.A) Dividend 
Opp. QuestforOppty AFIDld Dividend Buymtly 
Partial Sale 12/05 
AIM Constellation Fund Dividend Buymtly Partial Sale 06105 
Johnson Controls Dividend 
Alger Money MarketFund Dividend Buymtly 9/01 

Vanguard Total Stock Index FWld Dividend (IRA) 

Vanguard Total Stock Mkt Indes (IRA) Dividend 

Vanguard Growth (IRA) Dividend 

Vanguard Growth FUnd (IRA) Dividend 

Vanguard 500 Index Fl.did (IRA) Dividend 

Vanguard Capital Opp (IRA) Dividend 

Vanguard Treaswy Money MktFund Dividend Buymtly 

Partial Sale 2105 Income Gain Codes:  A-$1,000 less  B-$1,001 -$2,500  C-$2,501  $5,000  D-$5,001  $15,000  B-$15,001-$50,000  
(S --...-':; 	? Dean's Advisory Council American University Washington College Law 

Il. AGREEMENTS. (Reporting indivldua1 only; seepp.14-16 ofinstruc1wns.J NONE (No reportable agreements.) 

Delaware Charter Guarantee Trust Company, IRA FBO Gerald Bruce Lee 5/92 Virginia Retirement System, government pension, Fairfax Circuit Court (") r--,, O-(J) A:: c::.-.> ::-'.} p1c; o:> -;-i,-q rri  ,....., =-:: r::: G-:> f'.J