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Judicial Watch • John F Walter Financial Disclosure Report for 2006

John F Walter Financial Disclosure Report for 2006

John F Walter Financial Disclosure Report for 2006

Page 1: John F Walter Financial Disclosure Report for 2006

Category:Financial Disclosure

Number of Pages:9

Date Created:September 3, 2007

Date Uploaded to the Library:November 13, 2013

Tags:John F Walter, Schwab, shares, Charles, vanguard, Market, 2006, transactions, dividend, Financial Disclosure, ICE, CIA, financial, income, Judge


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bull; POSITIONS. (Reporting individual only; see pp. 9-13 instructions.) 
[RJ  NONE (No reportable positions.)  
POSITION 

 PARTIES AND TERMS  (/)0 r--;1 CJ:;:; (/));:c-= ::::0 -"'rriG o:t> -.,r-.,-0 rr1  -"' m-< 

05/15/2007
Walter, John 

Ill. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp.17-24 instructions.) Filer's Non-Investment Income 
(EJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

(yours, not spouse's) Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) 
(EJ NONE (No reportable non-investment income.} 
IV. REIMBURSEMENTS -traniportation, lodging.food, entertainment (Includes those spouse and dependent children. See pp. 25-27 ofinstructions.) 
IBJ NONE (No reportable reimbursements.) SOURCE DESCRIPTION GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
II] NONE (No reportable gifts.) 

VALUE
SOURCE 

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

0511512007
Walter, John fNVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
Gross value end 
Description Assets 
Income during 
Transactions during reporting period 
reporting period 
reporting period 
(including trust assets) 
(2) (3)(I) 
Amount 
Value
Type (e.g. 
Value
Place "(X)" after each asset 
Code 
div., rent, 
Code2 
Method
exempt from prior disclosure 
(A-H) int.) 
Code3
(J-P) 
(Q-W) Fredricks Fund Distribution 
Type (e.g. buy, sell, redemption) Date Month Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction)  

Fredricks Fund Distribution Fredricks Fund Distribution  Shares Inc. New  Dividend  Shares Bell South  Dividend  Shares Lucent Tec hnologies, Inc.  Dividend  Merger with Alea tel 
Alcatel -Lucent New Dividend Merger 12/l 
Shares Qwest Communications, Intl. Dividend 
Shares ofVodaFone Dividend 

10. 
Charles Schwab Money Market Interest 

11. 
Vanguard Money Market Interest 

12. 
Vanguard GNMA Fund Interest 

13. 
Vanguard Cal Insured Fund Interest 

I4. Vanguard 500 Index Fund Dividend 
15. Vanguard Intl. Growth Fund Dividend 
I6. Vanguard Total Stock Market Fund Dividend 
Vanguard High Yield Corp. Fund Dividend Income Gain Codes; ==$1,000 less =SI ,00 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$I 5,00 -$50,000  
(See Columns and 04)  F=$50,00I -SI00,000 =SI00,001  $1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 orless =SI 5,00 -$50,000 =$50,001  100,000 =$I 00,00 -$250,000  
(See Columns and DJ) =$250,00  $500,000 =$500,001 -SI ,000,000 =Sl,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal ''her =Assessment =Boo Value =Estimated  

05115/2007
Walter, John 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income during reporting period Gross value end reporting period  
(I) Amount Code (A-H)  (2) Type (e.g. div., rent, int.)  (I) Value Code (J-P)  (2) Value Method Code (Q-W)  (I) Type (e.g. buy, sell, redemption)  (2) Date Month -Day 
Description Assets 
(including trust assets) 

Place "(X)" after each asset 
exempt from prior disclosure Transactions during reporting period 
(5)
(3) 
(4) 
Identity 
Value 
Gain 
buyer/seller
Code 
Code 
(if private transaction) 
(J-P) (A-H) 
18. 
Janus Olympus Fund Dividend 

19. 
Schwab 1000 Fund Dividend 

20. 
IRA -Charles Schwab -Nasdaq JOO Trust Dividend 

21. 
IRA Charles Schwab -Schwab 1000 Fund Dividend 

22. 	
IRA -Charles Schwab -Schwab Money Interest Market Fund 

24. 	IRA -Charles Schwab -Schwab Money 
IRA -Charles Schwab-NASDAQ 100 Interest 
Market Fund  Interest  
25.  IRA -Charles Schwab -SPDR Trust Unit SRI  Dividend  Buy  7120  
26.  Vanguard Rollover IRA -Prime Money Market Fund  Interest  
27.  Vanguard Rollover IRA -High Yield Corp. Fund  Dividend  
28.  Vanguard Rollover IRA -GNMA  Dividend  

Northern Trust Bank fnterest 
30. 
Wells Fargo Bank Interest 

31. 
Baron Small Cap Dividend 

32. 
Villa Camarillo, Ltd. Distribution 

Villa Camarillo Ltd. Distribution 
AGERE Systems Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =SI 5,00 -$50,000  
(See Columns and 04) =$50,00I 00,000 =$100,001 -$1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes ==$ ,000 less =$15,001 -S50.000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000;000 =Sl,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  
(Sec Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

05/15/2007
Walter, John 
VII. INVESTMENTS and TRuSTS income, value, transactions (Includes those the 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)
(2) 
(3) 
Amount Type (e.g. 
Value ValuePlace "(X)" after each asset Code div., rent, Code 
Method (A-H) 
exempt from prior disclosure int.) 
Code (Q-W) (J-P) 
Comcast Corp. Dividend 
Type (e.g. buy, sell, redemption) Date Month Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction)  

36. Bond Interest Bond  Interest  
Franklin Flex Cap Growth  Dividend  
Rydex OTC -Inv.  Dividend  

40.  Vanguard Total Stock Market Admiral Shares  Dividend  
41.  Muhlenkamp Fund  Dividend  
42.  Black Rock Municipal Fund Cash Reserve Shares  Interest  

Legg Mason Value Fund Dividend 
Julius Baer Intl Dividend 
45.  Templeton Foreign  Dividend  
46.  TSP Fund  Dividend  
47.  TSP Fund  Dividend  

TSP Fund Dividend 
TSP Fund Dividend 
50. 
Janus Orion Fund Dividend Buy 12/15 
51. TBill Interest Buy 8/24 Incom Gain Codes: =$I ,000 less =SJ,001  S2,500 =$2,501  S5,000 =$5,001  $15,000 =$15,001  $50,000  
(See Columns and 04) =$50,001 -$100,000 =S!00,001  Sl,000,000 l,000,001  $5,000,000 =More than $5,000,000 Value Codes =Sl5,000 less =$15,00  $50,000 450,00 $I 00,000 100,001  $250,000  
(See Columns and DJ) =$250,00  $500,000 =$500,001  Sl.000,000 =$1,000,001  $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 =Book Value =Estimated  

0511512007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those of/he 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  
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)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Bill Interest Buy 12/28 Income Gain Codes: =SJ ,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,00I -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less 15,00 -S50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment ""Book Value =Estimated  

05/15/2007
Walter, John 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate parlo/Report.) 

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. 
IDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL ANCTIONS 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