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Judicial Watch • James E Gritzner Financial Disclosure Report for 2008

James E Gritzner Financial Disclosure Report for 2008

James E Gritzner Financial Disclosure Report for 2008

Page 1: James E Gritzner Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:20

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Gritzner, James E Gritzner, James, 2008, INVESTMENTS, transactions, TRUSTS, Financial Disclosure, CIA, financial, income, Judge


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Gritzner_James_E 

Gritzner, James 
04/23/2009
V GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
DESCRIPTION VALUE 

VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing ins/ructions.) [ZJ NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 

Name Person Reporting 
Date Report 
Gritzner, James 
04/23/2009 
VII. INVESTMENTS and TRUSTS income, value, transactions nc1udes those spouse and dependent children; see PP 34-60 filing
instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during 
(including trust assets) 
reporting period 
Gross value end Transactions during reporting period 

reporting period 

{I) 
Ainount exempt from prior disclosure 
Place "(X)" after each asset Code (A-H) 
(2) 
Type (e.g., 
div., rent, int.) 

(!) 
Value Code2 (J-P) 
(2) (I) (2) 

Value Type (e.g., Date 
Method buy, sell, Month-
Code redemption) Day 

(3) 
(5)
(4) 
Gain
Value 
Identity 
Code 
Code 
buyer/seller 
(if private 
(A-H)
(J-P) 
transaction) Brokerage Acct. 
-USB Cash Reserves Fund Dividend 
-Columbia Acom Tr. Fd. Dividend 
-Euro Pac Growth Fd. Cl. Dividend 

-!shares SP 500 Index Dividend Sold 12112 
(part) 
-Templeton Foreign Dividend Sold 10/1 -1st Eagle Global Dividend 
1011 Buy IRA#! Dividend 
-UBS Liquid Assets 

10. 
-Alliance Bernstein Int'! Val 

11. 
-Alliance Bernstein Sm/Md Val 

12. 
-Amcap Fund 

Sold 
9i26 
-Euro Pac Growth CIF
-Fidelity New Insights 
15. 
-Fidelity Adv Viii Div Int'! Sold 9/26 

16. 
-Fidelity Adv Midcap 

17. 
-Franklin Value lnvs Tr. Income Gain Codes: 1,000 Jess ,00 -52,500 =52,501 -55,000 =S5,00I -515,000 ,00 -550,000  
(See Columns and 04) =550,001 -5100,000 =5100,00 ,000,000 =51,000,001 -55,000,000 =More than 55,000,000 Value Codes =515,000 less  K=S15,001-S50,000 =SS0,001 -Sl00,000 =SI00,001 -$250,000  
(See Columns and 03)  N=5250,001 -5500,000 =5500,001 -51,000,000 =Sl,000,001 -S5,000,000 =55,000,00! -525,000,000  
P3=S25,000,00I -550,000,000  P4=More than 550,000,000 Value Method Codes  Q=Appraisal  R=Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Other  W=Estimated  

04/23/2009
Gritzner, James 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) 

Date Report 
Gritzner, James 
04/23/2009 
VII. INVESTMENTS and STS -income, value, transactions (Includes those spoue and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets 
Income during (including trust assets) 
reporting period 
Place "(X)" after each asset AmountI exempt from prior disclosure 
Code (A-H) 
52. -Computer Assoc Int'! Inc 
(2) Type(e.g., div., rent, int.) 
Gross value end reporting period 
(1) 
Value Code2 (J-P) 
(2) 
Value Method Code3 
(Q-W) (1) 
Type (e.g., buy, sell, redemption) 
Transactions during reporting period 
(2) 
Date 
Month Day 

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

53. -ConocoPhillips 
. 
54. 
-Countrywide 

55. 
-Delphi Corp 

56. 
-Discovery Holdg Ser 

66. 
Buy (add'!) 
67. 
-Ingersoll Rand Ltd 

68. 
-International Paper Sold 12/23 (part) Income Gain Codes: 1,000 less 1,00 -s2,so6 =S2,501 -SS,000 =S5,00J -SIS,000 =SlS,001 -SS0,000  
(See Columns and 04) =$50,001 -SI00,000 =SI00,001 -Sl,000,000 =Sl,000,001 -S5,000,000 =More than S5,000,000 Value Codes =SI 5,000 less  K=SlS,001 -SS0,000 =SS0,001 -SI00,000 =S!00,001 -5250,000  
(See Columns and D3) =S250,00  5500,000 =5500,001 SI ,000,000 =S!,000,001 -55,000,000 =55,000,001 -525,000.000 =S25,000,001 -S50,000,000 =More than SS0,000,000 Value Meth0d Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2)  U=Book Value  V=Other  W=Estimated  

04/23/2009
Gritzner, James
VII. INVESTMENTS and STS -income, value, transactions (Includes those spoue and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
Transactions during reporting period 
Income during Gross value end 
(including trust assets) 
reporting period reporting period 
(2) 
(2)
(I) 
(2) 
(3) 
(5)
(4) 
Value 
Gain 
Identity 
Date
Value Type (e.g.,
Amount 
Type (e.g., :Value
Place "(X)" after 
each asset 
Code 
Code 
Code 
buyer/seller
Month-
Method buy, sell, 
exempt from prior disclosure 
div., rent, Code2 
(A-H) 
(ifprivate
(J-P)
Day
Code 
redemption) int.) (J-P) 
(A-H) 
transaction)
(Q-W) 
69. 
Sold 12/24 

70. 
-JPMorgan Chase 

71. 
-Kerr-McGee 

72. 
-Kimberly-Clark Corp 

-
-Kraft Foods 
14. 75.  -Liberty Media Corp New  Buy (add'!) Sold  5/19 12/16  .  
76.  -Lockheed Martin Corp  
77.  -Loews  Buy  10/6  
78.  Buy (add'!)  10/10  
79.  -Merck  Buy  12/12  
80.  -MetLife  Buy  10/14  
81.  Buy (add'!)  10/15  
82.  -MGIC Jnvt Corp  
83.  -Microsoft Corp  Buy (add'!)  6/13  
84.  -Motorola Incorporated  Buy (add'!)  1/11  
85.  Buy (add'!)  5/19 Income Gain Codes: 1,000 less 1,00 -52,500 =52,501 -55,000  D=S5,00I -515,000 =SJ5,00I -550,000  
(See Columns and 04)  F=S50,00l -SIOO,OOO  G=SIOO,OOl -Sl,000,000 =Sl,000,001 -SS,000,000 =More than 55,000,000 Value Codes =515,000 less =SlS,001 -SS0,000  L=SS0,001-SlOO,OOO =Sl00,001  $250,00  
(See Columns and D3) =5250,001 -$500,000 =SS00,001 SI ,000,000 =Sl,000,00I -SS,OOO,OOO =S5,000,001  S25,000,000 =S25,000,00I -SS0,000,000 =More than S50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Name Person Reporting 
Date Report 
04/23/2009
Gritzner, James 
VII. INVESTMENTS and TRUSTS -income, vatae, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during 
Transactions during reporting period 
Gross value end 
(including trust assets) reporting period 
reporting period 
(2) (2) (2)(1) (1) 
(4) 
(5) 
Value
Date 
Gain 
Identity 
Value Value 
Type (e.g.,
Place "(X)" after each asset Amount 
Type (e.g., 
Code 
Code 
Code 
buyer/seller
div., rent, Code Method 
buy, sell, 
Month 
exempt from prior disclosure 
(A-H) 
Day 
(if private 
Code3 
redemption) 
(A-H)
(J-P) int.) (J-P) 
transaction) 
86. -Noble Energy Inc Sold 1/8 (part) 
87. 
Sold (part) 
88. 
Sold 4/30 (part) 

89. 
Buy_ 9/18 (add'!)

90. 
-Northrop Grumman Corp 

102. -Sprint Nextel Sold 5119 Income Gain Codes: 1,000 less =51,001 -52,500 =52,501 -55,000 =55,001 -515,000 =515,001 -550,000  
(See Columns and 04) =S50,001 -5100,000 100,001 1,000,000 =s1,ooo,001-55,ooo,ooo =More than $5,000,000 Value Codes =515,000 less =S15,00I -SS0,000 =SS0,001 -SJ00,000 =Sl00,001 -S250,000  
(See Columns and DJ) =5250,001 -5500,000 =5500,001 -SI ,000,000 =S!,000,001 -S5,000,000 =$5,000,001 -S25,000,000 =S25,000,00I -550,000,000 =More than 550,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 fiting instructions.) NONE (No reportable income, assets, transactions.) 

04123/2009
Gritzner, James 
VII. INVESTMENTS and TRUSTS -income, vatue, 1ransactionS (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  

{I) (1) 
(4) (5)(2) 

Identity 
Date 
Value
Type (e.g., 
Gain
Value
Amount 
Type (e.g., Value
Place "(X)" after each asset 
Code 
buyer/seller
Month 
Code
Code
buy, sell, 
div., rent, Code 
Method
exempt from prior disclosure 
(A-H) 
Day
redemption) int.) (J-P) Code 
(if private (A-H) 
transaction)
(Q-W) 
120. 	
Sold 11125 (part) 

121. 
-Aflac Inc. 

122. 
-Allergan 	Buy 5/16 

123. Buy 5/22 (add'!) 
124. Sold 9112 (part) 
125. 	Sold 1013 
126. -Amer. Int'! Group Inc. 
Sold 4115 
127. 
-AMEX 

128. 
-Amgen Inc 

129. 
-Anheuser Busch Cos Inc 
130 -AON Corp 
131.  -Apache  Sold (part)  4/2  
132.  -Apple Computer  Buy (add'!)  3117  

133. 	
Sold 5127 

134. 	
Buy 10/22 

135. 
Buy 11/13 (add'!) 

IJ6.  -ArcherDanielsMidland  Buy 4/24 Income Gain Codes: (See Columns and 04) Value Codes (See Columns and 03) Value Method Codes (See Column C2) =.51,000 less F=550,00J. SJ00,000 15,000 less =5250,00  5500,000 =525,000,00J  $50,000,000 =Appraisal =Book Value =SI,OOI  52,500 =5100,00I  SI,000,000 =5I5,00I  550,000 =SS00,001 -Sl,000,000 =Cost (Real Estate Only) V=Other  C=52,50I  $5,000 =Sl,000,001 -55,000,000 =550,001 -SI 00,000 =Sl,000,001 -SS,000,000 =More than 550,000,000 =Assessment =Estimated =55,00I  SIS,000 =More than 55,000,000 =5100,001  5250,000 =$5,000,001  525,000,000 =Cash Market =SI 5,00I -S50,000  

04/23/2009 
Gritzner, James 
VII. INVESTMENTS and TRUSTS --income, vatue, transactions r1nc1udes those spoue and dependent children; see PP 34-60 ftting 
instructions.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 Place "(X)" after each asset 
exempt from prior disclosure 

(I) Amount Code (A-H)  (2) Type(e.g., dlv.;rent, int.)  (!) Value Codc2 (J-P)  (2) Value Method Code3 (Q-W)  (I) Type (e.g., buy, sell, redemption)  (2) Date Month Day  (3) Value Code2 (J-P)  (4) Gain CodeI (A-H)  (5) Identity of buyer/seller  (if private transaction)  

137. 	Buy 10/22 (add'!) 
138.  -Baker Hughes Inc  Sold (part)  4/24  
139.  Sold (part)  6/30  

140. Sold 8/15 

141. 	
Buy 10/16 
142. 
-Bank New York 

143. 
-Baxter Intl Sold 9/12 (part) 

144.  -Becton Dickinson  Sold  2/5  
145.  -Bed Bath Beyond Inc  
146.  -Best Buy  Sold  6130  
147.  -BHP Billiton  Buy  4/2  

148. 
-Bristol Myers 	Sold 5/16 

149. 
-Boeing 	Sold 3/13 

150. 
-Carnival Corp 

151. 
-Celgene 

152. 
-Chicos Fas 

153. 
-Cintas Corp 	Sold 6126 Income Gain Codes: 1,000 less 1,00 -$2,500 =S2,501 -SS,000  D=SS,001 -Sl5,000 =515,001 -S50,000  
(See Columns and 04)  F=SS0,001 -SI00,000 =SI 00,00 1,000,000 =Sl,000,001 -SS,000,000 =More than SS,000,000 Val Codes  J=$15,000 less =S15,00I SS0,000 =SS0,001 -SI00,000 =SI00,001 -S250,000  
(See Columns and 03) =$250,00 -5500,000  Q.=S500;001 -Sl,000,000  P.1 =Sl,000,001 -SS,000,000 =SS,000,001 -$25,000,000 =525,000,001 -S50,000,000 =More than S50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2)  U=Book Value  V=Other  W=Estimated  

04/23/2009
Gritzner, James 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nctudes those spouse and dependent children; see PP 34-60 filing instructions.)
NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
Placi; "(X)" after each asset 
exempt from prior disclosure Income during reporting period Gross value end reporting period  (I) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) Date Value Gain Month Code2 Code Day (J-P) (A-H)  Identity buyer/seller private trans_action)  
(!) Amount Code (A-H)  (2) (I) Type (e.g., Value div., ren Code2 int.) (J-P)  (2) Value Method Code3 (Q-W)  

154. 	
-Cisco Systems Inc Buy 2/13 (add'!) 

155. 
-Citadel Broadcasting 

156. 
Citigroup Inc 

157. -Coach 	Buy 4/2 Income Gain Codes: =Sl,000 less =S1,00 -52,500 =52,50 -55,000  D=S5,00I -515,000 =Sl5,00I -S50,000  
(See Columns and 04)  F=S50,00 00,000 ".SI00,001  ,000,000 =SI,000,001 -SS,000,000 =More _than 55,000,000 Value Codes =$15,000 less =$15,001 -S50,000 =550,001 -5100,000 =SI00,001 -S250,000  
(See Columns and D3) =5250,00  $500,000  0=S500,00I -Sl,000,000 =SI,000,001  S5,000,000 =S5,000,00I -S25,000,000 =S25,000,00I -S50,000,000 =More than $50,000,000 Value Metl1od Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2)  U=Book Value  V=Other  W=Estimated  

04/23/2009
Gritzner, James 
VII. INVESTMENTS and TRUSTS -income, value, transctions r1nc1udes those spouse and dependent c1zudren: see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Gross vaiue end Transactions during reporting period 
Description Assets 
Income during 
(including trust assets) 
reporting period 
reporting period 
(3) 
(4)
(2) 
(2) (I) 
(2)
(I) 
Place "(X)" after each asset exempt from prior disclosure  Amount code (A-H)  Type (e.g., div., rent, int.)  Value .Code (J'P)  Value .Method Code3 (Q-W)  Type (e.g., buy, sell, redemption)  
171.  -Genentech  Buy  

172. -General Electric Sold (part) 
173. 
-Gilead Sciences Sold (part) 

174. 
-Goldman Sachs 

175. 
-Harley Davidson Inc 

Value 
Gain
Date 
Identity Month-
Code 
Code 
buyer/seller Day 
(if private transaction) (J-P) 
(A-H) 
10/22 
9/25 4/2 
176. -Honeywell Intl Inc, 
... 
177. 
-Illinois Tool Works Inc 

178. 
-Intel Corp 

179. 
-Intl Business Mach Corp 

Sold 3/17 (part) 
 180.  Buy (add'!)  11/13  
181.  -ITT Corp  Buy  4/16  
182.  -Johnson Johnson  
183.  -Kohls Corp  Buy (add'!)  215  
184.  Sold (part)  9112  
185.  -Lauder Estee  Sold (part)  9/12  
186.  -Lehman Bros  Buy (add'!)  4/24  
187.  Sold  7/16 Income Gain Codes: =SI ,000 Jess =Sl,001 -S2,500 =52,501  55,000  D=S5,00I -515,000  E=SIS.001-550,000  
(See Columns D4)  F=SS0,001-5100,000  G=SI00,001 -51,000,000 =SI ,000,001 -55,000,000 =More than 55,000,000 Value Codes  J=$15,000 less =SIS,001 -SS0,000 =SS0,001 -Sl00,000 =Sl00,001  S250,000  
(See Columns and 03) =5250,001  $500,000  0=5500,001 -SI ,000,000 =Sl,000,001 -55,000,000 =55,000,001 -525,000,000 .,s25,ooo,001 -550,000,000 =More than 550,000,000 Value Method Codes =Appl-aisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2)  U=Book Value  V=Other  W=Estimated  

04/23/2009
Gritzner, James 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 oJfiiing 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)
(I) 
(3)2) (2)(
Value 
Value Type(e.g., exempt from prior disclosure div., rent, 
Place "(X)" after each asset 1Amount Type (e.g., Code 
Method buy, sell, (A-H) 
Code2 Code3 redemption)or int.) 
(J-P) (Q-W) 
188. 
-Lilly Eli 

189. 
-Linear Technology Corp 

190. 
-Lowes Companies Inc 

191. 
-MBNA Corp 

Date 
Month-
Day 

Gain
Value 
Identity 
Code
Codc2 
buyer/seller  - 
(if private 
(A-H)
(J-P) 
transaction) 
192. -McGraw Hill Buy 8/7 (add'!) Income Gain Codes: =$1,000 less =Sl,001 -S2,500 =S2,501  S5,000 =S5,00I -SI5,000 15,00 -550,000  
(See Columns and 04) =S50,00I -SI00,000 =SI00,001 -Sl,OOtl,000 =SI ,000,001 -$5,000,000 =More than SS,000,000 Value Codes =SI S,000 less =SIS,001 -SS0,000  L=SSO,OOJ.-SI00,000 =SI00,001 -S250,000  
(See Columns and 03) =5250,00I  5500,000 =5500,00I -Sl,000,000 =s1,ooo,001 -s5,ooo,ooo =SS,000,001  S25,000,000 =S25,000,001  S50,000,000 =More than S50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

Date Report 
Gritzner, James 
04/23/2009 
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.) 
Description Assets 
Gross value end Transactions during reporting period 
Income during 
(including trust assets) 
reporting period 
reporting period 
(3)
(I) (2) 
(!) 
(I)

(2) (2) (4) (5) 
Date 
Value
Amount 
Type(e.g., 
Value 
Value 
Type(e.g., Place "(X)" after each asset 
Gain Identity 
Code
exempt from .prior disclosure 
Codc2 
Method 
Month 
Code 
Code
div., rent, 
buy, sell, 
buyer/seller 
(A-H) 
Code3 int.) 
redemption) 
Day 
(if private 
(J-P)
(J-P) 
(A-H) 
transaction).
(Q-W) 
205. -Occidental Petroleum Buy 7/31 
206. Sold 12/18 
207. 
-Omnicrom Group Inc. 

208. 
-Oracle Corp Buy 4/15 (add'!) 

209. 
-Pepsico Incorporated Buy 10/22 

221. -SLM Corp Income Gain Codes: =SJ,000 less =51,001 -52,500 =52,501 -55 ,000 =S5,001 -515,000 =$15,001 -S50,000  
(See Columns and 04) =550,001 -SI00,000 =Sl00,001 -SI ,000,000 =51,000,001 -55,000,000 =More than 55,000,000 Value Codes =515,000 less  K=515,00l -550,000 =SS0,001 -SI00,000 =S100,00l -S250,000  
(See Columns and 03) =5250,001 -5500,000 =SS00,001 -Sl,000,000 =SI ,000,001 -SS,000,000 =SS,000,001 -525,000,000 =525,000,001 -550,000,000 =More than 550,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

04/23/2009
Gritzner, James 
YII. INVESTMENTS and TRUSTS -income, value, 1ra11sac1ions r1nc1udes those po use and dependent children; see PP 34-60 filing instructions.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 	(I) 
(2) 
(I) (1) 
(3)
(2) 
(4) 
(5) 
Value
Date 
Gain 
Identity 
Value 
Value Place "(X)" after each asset Amount 
Type(e.g., 
Type( e.g., 	Code 
Code2 
Code
exempt from prior disclosure 
Code2 
Method 
Month
buyer/seller
div., rent, 
buy, sell, 

(A-H) int) 
redemption) private 
Code 
Day 
(J-P) 
(A-H) 
transaction)
(Q-W) 
222. 	-Staples Sold 5/23 (part) 
223. -Starbucks Corporation 
224. 
-State Street 

225. 
-Stryker Corp 

226. 
-Sysco Corporation 

(part) 
236. -3M 
Sold 
237. -UPS 
238. -United Technologies Corp Sold 11125 (part) Income Gain Codes: ,ODO less =Sl ,001 -52,500 =S2,501 -.D =SS,001 -515,000 E=S IS,00 -S50,000  
(See Columns and 04) =550,001 -SI00,000  G=SI00,001-SJ,000,000 =51;000,001 -55,000,000 =More than 55,000,000 SS,000 Value Codes =5I S,000 Jess =$15,001 -SS0,000  L=SS0,001 -5100,000 =Sl00,001 -5250,000  
(See Columns and DJ) =$250,001 -SS00,000 =$500,001 -Sl,000,000 =Sl,000,001 -SS,000,000 =S5,ooo,001 -szs,000,000 =S25,000,00l -SS0,000,000  P4=More than SS0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column CZ) =Book Value  V=Other =Estimated  

Date Report 
Name Person Reporting
04/23/2009
Gritzner, James 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Transactions during reporting.period 
Gross value end Description Assets 
Income during 
reporting period 
reporting period (including trust assets) 
(4) 
(5)
(2)
(I) 
(2) (3)
(I) 
(2) 
(I) 
GainDate ValueValue Type(e.g.,Type(e.g., Value
1Amount buyer/sellerCode Month Code 2Code Method buy, sell, div., rent, redemp.tion) Day (J-P)or int.) (J-P) Code3 
Place "(X)" after each asset 
Identity 
Code
exempt from prior disclosure (A-H) (A-H) (if private 
transaction)
(Q-W) 
239. -United Health Grp Inc 
240. 
-Walgreen 

241. 
-XTO Energy Buy 8/15 (add'!) 

242. :Zimmer Holdings Inc Buy 9/12 (add'l) Income Gain Codes: =SI,000 less =Sl,001 -$2,500 =S2,501 -$5,000 =$5,001 -SI5,000 =SI5,001 -$50,000  
(SeeColumns andD4)  F=sso,001 s100,ooo =SI00,001 -SI,000,000 =Sl,000,001-SS,000,000 ==More than SS,000,000 Value Codes =$15,000 less =Sl5,001 -$50,000 =550,001 -Sl00,000 =Sl00,001 -$250,000  
(See Columns and 03)  N=$250,00! -S500,000 =$25,000,001 -SS0,000,000 =5500,001 -SJ,000,000 =SJ,000,001 -S5,000,000 =More than S50,000,000 =S5,000,001 -525,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

04/23/2009
Gritzner, James 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate purtofReport.) 

Date Report 
04/23/2009

Gritzner, James 
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 aP,plicable statutory provisions permitting non-disclosure.