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Judicial Watch • Gerald E Rosen Financial Disclosure Report for 2007

Gerald E Rosen Financial Disclosure Report for 2007

Gerald E Rosen Financial Disclosure Report for 2007

Page 1: Gerald E Rosen Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:10

Date Created:November 17, 2008

Date Uploaded to the Library:November 13, 2013

Tags:ROSEN, Gerald E Rosen, expenses, GERALD, Michigan, Seminar, Group, speaker, 2007, transactions, dividend, Financial Disclosure, ICE, CIA, income, Judge


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POSITI NS. (Reporting individual only; see pp, 9-13 filing instructions.)  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY  Board Directors  Focus:HOPE, Detroit, Michigan Board Advisors George Washington University Law School, Washington, D.C. 

II. REE MENTS. (Reporting individual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) 
PARTIES AND TERMS 1995  The Rutter Group -Publication Agreement dated November 1995.Royalties shared authors amount determined upon publication. 1996  The West Group -Publication Agreement dated January 1996. Royalties shared authors amount  
determined upon publication.  
3.2005  The Rutter Group -Publication Agreement dated November 2005. Royalties shared authors amount determined upon publication.  

Name Person Reporting 

05/13/2008ROSEN, GERALD 
Ill. N-JNVESTMENT ME, (Reporting individual and spouse; see pp. 17-U filing instructions.) Filer's Non-Investment Income  NONE (No reportable non-investment income.)  

 SOURCE AND TYPE  INCOME  
(yours, not spouse's) 01/075/07  Adjunct Professor Wayne State Law School -compensation for 7692.00  
teaching evidence /07-8/07  Royalties from Michigan Practice Guide -West Group 94.99 03/26/07  Royalties from Federal Civil Trials and Evidence -West Group 8,568.96 9120107  Royalties from Federal Civil Trials Evidence  $16,179.00 1/07-12/07  Royalties from Federal Civil Procedure, California Edition 5,169.05 5/07-8/07  Adjunct Professor Cooley Law School -compensation for teaching 7,000.00  
evidence -summer session 9/07-12/07  Adjunct Professor Cooley Law School, compensation for teaching 10,000.00  
evidence -fall and winter session Spouse' Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
[ZJ NONE (No reportable non-investment income.) 
ITEMS PAID PROVIDED 	Expenses reimbursed airfare, hotel, meals and transportation. 	Michigan Intellectual 2/13/07 Plymouth, Michigan Seminar Speaker Expenses reimbursed mileage Property Law Association 2/13/07 

05/13/2008
ROSEN, GERALD Pepperdine University, 3/15/07 Malibu, California Seminar Speaker Expenses reimbursed airefare, meals, parking 3/18/07 
William Mitchell College 3/28/07 St. Paul, Minnesota Seminar Speaker Expenses reimbursed airfare,parking, taxi Law 3/30/07 	
Institute Continuing 5/15/07 Plymouth, Michigan Seminar Speaker Expenses reimbursed mileage, Legal Education 5115107 	
The Rutter Group 6/13/07 Detroit, Michigan Seminar Speaker n/a 6/13/07 

The Rutter Group 6114107 Cincinnati, Ohio Seminar Speaker Expenses incurred parking, taxi, airfare 6/14/07 	
The Rutter Group 6/20/07 San Francisco, Seminar Speaker Expenses reimbursed meals, taxi, hotel, airfare 6/22/07 California 	
The Rutter Group 6/22/07 Seattle, Washington Seminar Speaker Expenses reimbursed airfare, parking and meals, taxi 6/23/07 

10. 	
National Employment 6/26/07 San Juan, Puerto Seminar Speaker Expenses reimbursed airfare, parking, tips 
Lawyers Association 7/01/07 Rico 

II. 	Institute Continuing 7/12/07 Mackinac Island, Seminar Speaker Expenses reimbursed mileage, meals, ferry parkway Legal Education 7/14/07 Michigan 

12. 

13. 

14. 

16. 

17. 

05/13/2008
ROSEN, GERALD 
V GIFTS. (Includes those spouse and dependent children; see pp. 18-31 offlling instructions.) 
[Z] 	NONE (No reportable gifts.) SOURCE 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 offding instructions.) 
[Z] 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 

05/13/2008
ROSEN, GERALD 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 fuing mstructions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  
(1) (2)  (I) (2)  (I)  (2) (3) (4)  (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,  Month-Code Code  buyer/seller  
(A-H) int.)  (J-P) Code  redemption)  Day (J-P) (A-H)  (if private  
(Q-W)  transaction)  Comerica Bank -Detroit  Interest  Comerca Bank -Detroit  Interest  National City -Detroit  Interest  National City -Detroit  Interest  Transacanada  None  Cytec Corp  None  Sell  5/21  UBSPW Cash Fund  Dividend  Eldorado Gold  None  Eldorado Gold  None  
10.  Fomento Economico  None  
11.  Ren tech  None  
12.  Raytheon  Dividend  
13.  RMA Money Fund  Dividend  
14.  UBSPW Ret Money Fund  None  
15.  Activision Inc.  None  
16.  National Grid PLC  None  
17.  UBSPW Ret Money  None Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$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 =$50,00 -$I 00,000 =$100,001  $250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 $1,000,000 ,,,s1.ooo,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  R=Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other  W=Estimated  

05/13/2008
ROSEN, GERALD 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "{X)" after each asset exempt from prior disclosure 
18. Robert Baird Co. Inc. JDR  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(1)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month- Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

Cisco Systems, Inc. Dividend 
20. 
Intel Corp Dividend 
21. 
529 Plan None 

22. 
Putnam 529 College Fund None 

23. 
Trust No. 

-Haslett Public Schools Dividend 
25. 
-Genessee City Bldg. Dividend 

26. 
-RMA Money Fund Dividend 

Advantage Energy None Sell 2/07 
28. Groupe Danone None 
-Agree Realty Corp. None 
-Agrium Inc. 
None 
31. 
-El Paso Electric Co. None 

32. 
-MDU Resources Group None 

Goldcorp (a/k/a Wheaton River Minerals) None 
-Natural Resource Part 
None Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$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 =$50,001 -$I 00,000 =$100,001 -$250,000  
(See Columns and D3) =$25,001 -$500,000 =$500,001 -$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  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
Name Person Reporting 
05/13/2008
ROSEN, GERALD 
VII. INVESTMENTS and TRUSTS -income, vatue, transactwns (Includes those spouse and dependent children; see pp. 34-60 offitinc instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
35. Trust 
36.  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
{I)  (2)  {I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type(e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month- Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

Primewest Energy Trust Dividend Sell 2/08 
37. 
Provident Energy Trnst Dividend 

38. 
GER-IRA 

Kinross Gold None 
40. 
Nestle's None 

41. 
Ren tech None 

42. 
Rogers Communication None 
43. ... JRA 
44. Coca Cola FEMSA None 
Diageo None 
46. Ensco Int'] None 
Forest Oil None 
48. Foundation Coal None 
Lockhead Martin None 
Mariner Energy None 
Norfolk Southern 
None Income Gain Codes: =$I ,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$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 =$100,001 -$250,000  
(See Columns and DJ) =$250,001 -$500,000 =$500,001 -$1,000,000 =SI,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) =Book Value =Other =Estimated  

Date Report 
Name Person Reporting 
05/13/2008
ROSEN, GERALD 
VII. INVESTMENTS and TRUSTS income, vatue, 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  
(including trust assets)  reporting period  reporting period  

(2) 
(5)
(2) 
(4)
(2)
(1)
(I) 
(3) 
Gain 
Identity 
Value 
Date 
Value
Amount 
Value
Place "(X)" after each asset 
Type (e.g.,
Type (e.g., 
Code 
buyer/seller
Code
Month-
Code
Method
exempt from prior disclosure 
div., rent, 
Code 
buy, sell, 
(A-H) int.) 
(if private 
Code 
Day 
(A-H)
redemption) 
(J-P) 
transaction)
(Q-W) 
52. Ren tech  None  
53. Satyamn Computer  None  
54. Shoppers Drug Mart  None  
55. Michigan Baseball Ventures, LLC Partners  None  Buy  2/12  
56. Citizens Communications  Dividend  Buy  5121 Income Gain Codes: ""$1,000 less =$1,001 -$2,500 =$2,50I-$5,000 =$5,001-$15,000 =$15,001 -$50,000  
(See Columns and 04) =$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 -$50,000 =$50,00 I-$ 00,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000  0=$500,001-$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  
(See Column C2) =Book Value =Other =Estimated  

05/13/2008
ROSEN, GERALD 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReport.) Outside earned income shown Part III was computed accordance with the guidance Section 3(b) the Regulations the Judicial Conference the United States Under Title the Ethics Reform Act 1989 Concerning Outside Earned Income, Honoraria and Outside Employment. 
Section 3(b) states the following: 
(b) "Outside earned income" means all wages, salaries, commissions, professional fees, and payments and compensation any kind for services rendered rendered the covered senior employee, less the ordinary and necessary expenses paid incurred producing the income, provided, however, that the following shall not constitute outside earned income. 

ROSEN, GERALD 
05/13/2008 
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 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