James Robertson – 2003
Number of Pages:6
Date Created:February 3, 2005
Date Uploaded to the Library:November 19, 2013
Autogenerated text from PDF
Calendar Year 2003 Court OfEanlzatlon Person Reportinc (Last name, first, middk initial) Date Report Robertson, James District Columbia 06/15/2004 Title (Article III judgu indicate actillfl 1enior Report Type (check type) Reportinc Period status; magi1trate jlldgu indicate 01/01/2003 fall-or part-time) -Nomination, Dale 12/31/2003 U.S. District Judge (active) Initial Annual Final Cluunhen Ofllce Addrea the basis the Information contained thb Report and any modifications pertalnln thereto, opinion,ID compUance United States Courthouse with applicaltle lawa and replations. Room 6315 Washington, D.C. 20001 Reviewini Oflicer Date ..,, IMPORTANINOJ:ES: ThBinltrllctions accompanying this form m1Ut followed. Complete all parts, checkingthe NONE box for each 1ection where you h01lfl reportable information. Sign the la1t page. POSITIONS (Reporttng individual onb>: pp. 9-13 Inztn1et1rinlJ POSmON NAME ORGANIZATION ENTITY NONE (No reportable positions.) DATE PARTIES AND TERMS NONE (Noreportableagreemeats.) 1994 Wilmer, Cutler Pickering Retirement Plan (see part VIII) ,.._; c:::::> :::0 :xiz lTI() o>TI ..,, Cii.7492.00fT1 c.n Date Report Robertson, James 06/15/2004 IV. REIMBURSEMENTS -transportation, lodging, food, entertainment. (Includes those spouse and dependent children. See pp. 25-27 /n1truction1.) SOURCE DESCRIPTION NONE (Nosuch repoitablc rcimburacmcnts.) GIFTS (Includes th01e 1pou1e and dependent children. pp. 28-31 oflnltnlcttoru.) SOURCE DESCRIPTION VALUE NONE (Nosuchrcportablcsifts.) VI. LIABil..ITIES (Includes tho 6fOIU8 and dependent children. 32-33 of/n1tn1ction1.) NONE (N) SunTrust Bank, N.A. Overdraft DESCRIPTION protection line VALUE CODE* Visa Credit card SunTrust Bank, N.A. Unsecured credit line VAL CODES;J=SlS.000 less K-SlS,001-SS0,000 L=SS0,001 $100,000 M=Sl00,001-$250,000 N-$250,001-$500,000 0=$500,00 l-Sl.000,000 =$1,000,001-$5,000,000 P2-SS,OOO,OO 1-$25,000,000 P3=$25.000,001-$50,000,000 P4=S50,000,00 more Date ofReport Robertson, James 06/15/20 (Includu thox ofspo11:re and VU. Page INVESTMENTS and TRUSTS-income, value, transactions dependent children. Seepp. 34-57 ln:rtnu:tions.) 1nclGain Codes: A=Sl,000 less 8$1,00 l-$2,SOO C=$2,50 $5,000 D=S5,001-$15,000 E=Sl S,001-$50,000 (Col. Bl, 04) F=$50,001-$100,000 0=$100,001-$1,000,000 HI=S l,000,001-$5,000,000 H2=SS,000,001 ormon: Val Codes: J=SIS,000 less K=SlS,001-$50,000 L=S50,001-$100,000 M=Sl00,001-S2S0,000 N=S250,001-$500,000 (Col Cl, D3) 500,001-Sl,000,000 Sl,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3-S25,000,001-$50,000,000 P4=SSO,OOO,OO more Val Mtb Codes: Q=Appraisal R=Cost (real estate only) S=Alsessment T=Cash/Market (Col. C2) UBook Value V..ather W=Estimated Date Report James 06/15/2004 (lncbules those 1pou1e and VIl.. Page INVESTMENTS and TRUSTS-income, value, transactions dependentchildren. Seepp.34-57ofln1truction1J lnclGain Codes: A=Sl,000 less B=Sl,001-$2,SOO C=$2,S01-SS,OOO D=SS,001-$15,000 E=Sl5,001-$50,000 (Col Bl, D4) F=SS0,001-$100,000 0=$100,001-$1,000,000 1oc$1,000,001-$5,000,000 H2=$5,000,00 lllOR Val Codes: J=Sl5,000 less K=Sl5,001-SSO,OOO Loc$S0,001-S 00,000 M=Sl00,001-$250,000 N=S250,001-$500,000 (Col Cl, 03) 0=$500,00 l-Sl,000,000 =$1,000,001-$5,000,000 P2=$5,000,00 l-S2S,000,000 P3=$2S,000,001 S50,000,000 P4=$50,0DO,OO 1110R Val Mth Codes: Q=Appraisal (Col C2) U=Book Value R..cost (real esaatc only) V-other S=Asscnment W-Estimaied VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate part report.) Part WILMER, CUTLER PICKERING RETIREMENT PLAN The Plan provides essentially for retiring partner receive monthly payments for the rest the partners life, provided only that the partner does not directly compete with Wilmer, Cutler Pickering the practice law. Payments are calculated the time partners retirement and are fixed which (annually) equals percent the partners average annual income for the partners last three There occasion for upward adjustment retirement payments, except that adjustments will made reflect increases the cost living and the extent cumulative inflation exceeds percent There occasion for downward adjustment, except that the firms. annual obligation all retired partners together capped percent firm income. The Retirement Plan has provision for payment lump sum lieu periodic payments. Part VII INVESTMENTS AND TRUSTS lines quantity both FHL Bank Cons bonds and FHL Mtg Corp bonds were purchased 12/6/02. They were incorrectly listed together FHL Mtg Corp bonds 2002 report. They are correctly separated this report, including the sale the FHL Bank Cons bonds 5/12. IX. CERTIFICATION certify that all the 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. section 501 et. seq., u.s.c. 7353 and Judicial Conference regulations. Signature Note: Any individual who knowingly and wilfully falsifies fails file this report may subject civil and criminal sanctions u.s.c. App. Section 104).