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Judicial Watch • Jeremy D Fogel Financial Disclosure Report for 2006

Jeremy D Fogel Financial Disclosure Report for 2006

Jeremy D Fogel Financial Disclosure Report for 2006

Page 1: Jeremy D Fogel Financial Disclosure Report for 2006

Category:Financial Disclosure

Number of Pages:8

Date Created:September 14, 2007

Date Uploaded to the Library:November 13, 2013

Tags:Jeremy D Fogel, fogel, Jeremy, Distribution, 2006, EPA, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act 1978 
Rev. 112007 
FOR CALENDAR YEAR 2006 U.S.C. app. IOI-I Person Reporting (last name, first, middle initial) gel, Jeremy Court Organization California Date Report 04/26/2007 Title (Article III judges indicate active senior status; magistrate judges Indicate full part-time) U.S. District Judge -active  Sa. Report Type (check appropriate type) Nomination, Date Initial  Annual Final Reporting Period 01/01/2006 12/31/2006  
Sb. Amended Report Chambers Offie Address United States Courthouse 280 South First Street San Jose, California 95113 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable informatio11. Sign last page. POS ITI NS, (Reporting individual only; see pp. 9-13 instructions.)  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY  Lecturer law  Stanford Law School  C")  c:::> ........  :::0  o(/) :z:  ;:r...  fTlQ  
""11  
-/;>  
fTJ  
II, AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.)  NONE (No reportable agreements.)  

 PARTIES AND TERMS 
9/30/81 California Judicial Retirement System: entitled approximately then-current salary Superior Court Judge 63rd birthday 

Date Report 
04/26/2007 
JII. NON-INVESTMENT INCO ME. (Reporting individual and spouse; see pp. 17-24 instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

(yours, not spouse's) 2006  Stanford Law School (teaching) 10,000 3/20/06 Department State (stipend for teaching rule oflaw program Taipei, Taiwan) 2,382 Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 2006 	Los Gatos-Saratoga Joint Union High School District 
IV. REIMBURSEMENTS -transportation, lodging.food, entertainme/11. 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
 	NONE (No reportable reimbursements.) SOURCE 
DESCRIPTION 

V,. GIFTS, (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
[RJ NONE (No reportable gifts.) 
SOURCE 	DESCRIPTION 

VI. LIABILITIES, (Includes those spouse and dependent children. See pp. 32-33 instructions.) 
[RJ 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing ins/ructions.) NONE (No reportable income, assets, transactions.) 

Date Report 
Fogel, Jeremy 
04/26/2007 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 offilitlg instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during 
Gross value end 
Transactions during reporting period 
reporting period 
reporting period 
(including trust assets) 
(I) 
(2) 
(3) 
(4) 
Value
Type (e.g. 
Value
Amount 
Type (e.g. 
Date
Place "(X)" after each asset 
Value 
Gain 
Identity 
Code 
Code 
Method
div., rent, 
buy, sell, 
Month 
exempt from prior disclosure 
Codc2 
Code 
buyer/seller 
(A-H) int.) 
Code 
redemption)
(J-P) 
Day 
(if private 
(A-H) 
18.  MSDW Global Advantage  Dividend  
19.  Pioneer Mid-Cap Fund  Dividend  
20.  John Hancock Regional Bank  Interest  
21. Spectrum Tech  Dividend  
22. Spectrum Select  Dividend  
23.  MSDW Stock Fund# (see part VIII)  
24.  MSDW Stock Fund (assets listed below)  
25.  Santa Clara Elec  Interest  
26. Tsy Fed Str  Interest  
27.  
MSIF Keal Estate Port  Distribution  
28.  MSIF Small Cap Val Instr  Distribution  
29.  MSDW Active Assets  Interest  
30.  International Value Equity Fund  Distribution  
31.  Mid-Cap Value Fund  Distribution  
32.  MSIF Fixed Income Port Inst  Dividend  
33.  MS!F Ltd Duration Inst  Dividend  

(Q-W)  sell  buy  buy  

5125  
5125  
5125  

transaction) 
MSIF Emerging Markets
Distribution Income Gain Codes: 1,000 less =$I ,00 -S2,500 =S2,50 -$5,000 =$5,001 -Sl5,000 =S15,00I -$50,000  
(See Columns and 04) =$50,001 -SI00,000 =$100,001 -Sl,000,000 =SI ,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=S15,00l -$50,000 =$50,001 -$100,000 =SI00,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -Sl,000,000 l,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 ""Cash Market  
(See Column C2) ""Appraisal =Other =Assessment ook Value =Estimated  

Date Report 
04/26/2007
Fogel, Jeremy 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those the spouse and dependent children. see PP 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset 
exempt from prior disclosure  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(1)  (2)  (1)  (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) Income Gain Codes: ===$1,000 less 1,00 -$2,500 =$2,50 -$5,000 =S5,00I -SIS,000 =S15,00I -$50,000  
(See Columns and 04) =$50,00 -SI 00,000 =$I 00,00 1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less 15,00 -$50,000 =$50,00 -SI 00,000 =SI 00,00 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,00 1,000,000 1,000,00 -S5,000,000 =S5,000,00 -S25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =:Cash Market  
(See Column C2)  0""Appraisal  V=:Qther =Assessment =Book Value =:Estimated  

Date Report 
04/26/2007
Fogel, Jeremy 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicale parlo/Reporl) 

The stock funds identified lines and Part VII, the holdings which were reported lines 23-43 and 64-69 Part VII 2005 report, are longer reportable because the owner the funds longer dependent. 

Date Report 
04/26/2007
Fogel, Jeremy 
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. 

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



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