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Judicial Watch • James Robertson Financial Disclosure Report for 2007

James Robertson Financial Disclosure Report for 2007

James Robertson Financial Disclosure Report for 2007

Page 1: James Robertson Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:14

Date Created:November 15, 2011

Date Uploaded to the Library:November 13, 2013

Tags:Cutler, Pickering, Wilmer, robertson, James Robertson, James, 2007, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Board member, Executive committee member Council for Court Excellence r1l

II. AGREEMENTS. (Reporting individual only;seepp.14-16 filing irutructions.) NONE (No reportable agreements.) 

PARTIES AND TERMS 1994 Wilmer, Cutler Pickering Retirement Plan (see part VIII) 

Date Report 
Robertson, James 
06/15/2008 
JIJ. N-JNVES TMENT ME. (Reporting itulividual and spouse; supp. 17-24 offiling instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(youn;, not spouse's) 2007  Wilmer, Cutler Pickering (retirement income)  $117,492 13/070/6  University Buffalo (teaching stipend) 5,000
Ifyou weu married during any portion oftlte reporting year, comp/de this section. 
SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportJlfion, lodging, food, entertainment. (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[ZJ NONE (No reportable reimbursements.) 
ITEMS AJD PROVIDED 

Date Report 
Robertson, James 
06/15/2008 GIFTS. (Includes those spouse and depaulenJ children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

VJ. LJABJLJTIES. (lndudes those spouse and dependent childrrn; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  VALUE CODE  Visa  Crerut card 

Date Report 
Robertson, James 
06/15/2008 
VII. INVESTMENTS and inco-, value, transactions (lndudes those spouse and dependent children; see PP-34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Asset  Income during  Gross valueat end ansactions during reporting period  
(inclu ding trust  asset  reporting period  reporting period  

(2) 
(4)
(3) 
Place "(X)" after each set exempt from prior discl osu  Amount CodeI (A-H)  Type(e.g., div., rent, int)  Value Code2 (J-P)  Value Method Code3 (Q-W)  BANK ACCOUNTS  

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

Value 
Gain 
Code2 
CodeI 
(A-H)
(J-P) 
Identity buyer/sel ler (if private transaction) 
Chevy Chase Bank, Bethesda, Interest SunTrust Bank, Washington, Interest IRA STOCKS Pepsico PEP Dividend Procter Gamble Dividend 
Cisco Sys Inc CSCO None 
General Electric Dividend 

10. 
Microsoft Corp MSFf Dividend Pfizer Inc PFI Dividend Sell 1211 
12. 
Express Scripts Inc ESRX None Sell 9/28 

13. 
Network Appliance None 

14. 
Arch Capital Group ACGL None 

15. Altera Corp ALTR  Dividend  
16. Saul Centers BFS  Dividend  
17. Bank America BAC  Dividend Income Gaio Codes:  A=Sl,000 less =$1,001 -$2,500 =$2,50 -$5,000  D=$5,001 -$15,000  E=SI5,00! -$50,000  
(See Columos and D4) 450,001 -$100,000 4100,001 -$1,000,000 l,OiJ0,001 -$5,000,000 =More thao $5,000,000 Value Codes  1415,000orless 15,001 -$50,000  L450,00! -Sl00,000 =$100,001 -$250,000    
(See Columns and D3) 4250,001 -$500,000  o=$500,001 -Sl,000,000 l,000,001 -$5,000,000 =$5,000,00 -$25,000,000 425,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Ooly)  S=Assessmcnt  T=Cash Marlcet  
(See Cotumo C2) =Book Value  Vo-Other =Estimated  

Date Report 
Robertson, James 
06/15/2008 
VII. INVESTMENTS and TRUSTS -income. vai11e-. transactions (Includes 0wse ofspoUSt! aru1 depoulen1 children; see pp. 1+-M filing instruc6ons.J NONE (No reportable income, assets, transactions)  
Description Assets  Income dwing  Gross value  
(inclu ding trust assets)  reportingpe riod  repor ting period  
(I)  (2)  (I)  (2)  
Place "(X)" after each asset  Amount  Type(e.g., lue  Value  
exempt from prior dis osure  Code  div., ren  Code2  Method  
(A-H) int)  (J-P)  Code3  
(Q-W) 
Transactions ring reporting period 

18. 
Huaneng Power Intl ADR HNP Sell 2/14 

19. 
News Corp Class New NWSA Dividend 

20.  Rockwell Collins Inc COL  Dividend  
21.  STOCK FUNDS, MONEY FUNDS  
22.  Citibank Deposit Program  Interest  
23.  !shares Index Fund  Dividend  Sell  9/14  
24.  Aberdeen Asia-Pacific Income Fund FAX  Dividend  
25. Income Gain C-Odes: =Sl,000 less =Sl,001 -S2,500 =Sl,50! -$5,000 =S5,001  $15,000 =Sl5,001 -$50,000 (See Columns and 04) =S50,001 -S' 
PARTIES AND TERMS fT1 1994  Wilmer, Cutler Pickering Retirement Plan (see part VIII) 
Date Report 
Robertson, James 
06/15/2008 
III. N-INVESTMENT 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) 2007  Wilmer, Cutler Pickering (retirement income)  $117,492 13107016  University Buffalo (teaching stipend) 5,000 Spouse's Non-Investment Income -If you were married during any portion the reporting year, compkre this section. 
(Dollar amount not required except for honoraria.) 
[ZJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
ITEMS PAID PROVIDED 

Date Report 
Robertson, James 
0611512008 
V GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

VJ. LIABILITIES. (Includes those spouse and tkpendent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  VALUE CODE  Visa  Credit card 

VII. INVESTMENTS and -income. value, transactions (Includes those spouse and dependent children; see PP. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and -inCOltfl!, vaJ11e, transactions (Includes those spouse and dependenJ children; see pp. 34-MJ filing instructions.) NONE (No reportable income, assets, transactions.) 

Date Report 
Robertson, James 
06/15/2008 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (IrulicatqartofReport.) 
Part WILMER, ClITLER PICKERING RETIREMENT PLAN The Plan provides essentially for retiring partner receive monthly payments for the rest the partner's life, provided only that the partner does not directly compete with Wilmer, Cutler Pickering the practice law. Payments are calculated the time partner's retirement and are fixed amount which (annually) equals percent the partner's average annual income for the partner's last three years. There occasion for upward adjustment ofretirement payments, except that adjustments will mde reflect increases the cost living and the extent cumulative inflation exceeds percent year. There occasion for downward adjustment, except that the firm's annual obligation all retired partners together capped percent firm income. The Retirement Plan has provision for payment Jump sum lieu periodic payments. 

Date Report
Robertson, James 
06/15/2008 
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 INDIVffiUAL 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