Skip to content

Judicial Watch • Joseph F Weis Financial Disclosure Report for 2005

Joseph F Weis Financial Disclosure Report for 2005

Joseph F Weis Financial Disclosure Report for 2005

Page 1: Joseph F Weis Financial Disclosure Report for 2005

Category:Financial Disclosure

Number of Pages:7

Date Created:August 2, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Joseph F Weis, Joseph, vanguard, 2005, transactions, dividend, Financial Disclosure, ICE, CIA, financial, income, Judge


File Scanned for Malware

Donate now to keep these documents public!

  • demand_answers

See Generated Text   ˅

Autogenerated text from PDF

POSITIONS. (Reporting individual only; see pp. 9-13 instructions.) 
[KJ NONE (No reportable positions.) POSITION ORGANIZATION/ENTITY 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) 
[KJ NONE (No reportable agreements.) 

PARTIES AND TERMS 

Ill. NON-INVESTMENT COME. (Reporting Individual and spouse; see pp. 17-:U instructions.) Filer's Non-Investment Income (KJ NONE (No reportable non-investment income.)  
SOURCE AND TYPE  INCOME (yours, not spouse's) 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.) 
(KJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportation, /odging,food, entertainmenL 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
[ill NONE (No reportable reimbursements.) 
DESCRIPTION 

Date Report 
Name Person Reporting 
04/24/2006
Weis, Joseph GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) [!] NONE (No reportable gifts.) SOURCE DESCRIPTION 

VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-34 instructions.) 
[!] NONE (No reportable liabilities.) 

Date Report 
Name Person Reporting 
04/24/2006 

VII. INVESTMENTS and TRUSTS -income, vatue, transactions (includes those the spouse and dependent children. see PP 14-57 filing instructions; NONE (No reportable income, assets, transactions.)  
Description Assets  lnc1>me during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

Ifnot exempt from disclosure 
(2) 
(I}
(l}
(2) 
Value
Value
Place "(X)" after each asset Amount Type (e.g. Type (e.g. 
(2) 
(3) 
(4) 
exempt from prior disclosure  Code (A-H)  div., rent, int.)  Code2 (J-P)  Method Cocle3 (Q-W)  buy, sell, merger, redemption)  Date Month-Day  Value Code2 (J-P)  Gain Code (A-H)  Identity buyer/seller (ifptivate transaction) Schwab Money Fund  Dividend 
Artisan Mid Cap Dividend 
FPA Capital Dividend 
Harbor International Dividend Legg Mason Value  None Longleaf Partners  Dividend Longleaf Partners Small-Cap  Dividend Oakmark International  Dividend Oakmark Select  Dividend Selected American Shares  Dividend  
11. TCW Select Equities (see note  None  
12. Vanguard Special Energy  Dividend  
13. Westport Select Cap  Dividend  
14. FPA New Income 15. Vanguard Inter Muni  Dividend Dividend  Sale Addition Buy  12/12 12/28  
16. Vanguard Short-Term Tax-Exempt  Dividend  See Note  12/28  
17. Schwab Money Fund (IRA)  Dividend  See Note  Vario Income Gain Codes: 1,000 less =$1,00 -$2,500  c=1>2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 -$I 00,000  G=$100,00l -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$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  V=Other ""Assessment  
U=Book Value  W=Estimated  

Date Report 
Name Person Reporting 
0412412006
Weis, Joseph 
VII. INVESTMENTS and TRUSTS income, varue, transactions (includes those the spouse and dependent childrelL see PP 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Income during 
Description Assets 
Gross value end Transactions during reporting period 
(including trust assets} 
reporting period 
reporting period 
(I) 
(2) 
(2) (I) 
Ifnot exempt from disclosure 
Type (e.g. 
Value 
Value Type (e.g, 
Place11(X)" after each asset Amount 
(2) 
(4)
(3) 
exempt from prior disclosure Code 
div., ren 
Code2 Method buy, sell, 
Identity 
Date 
Value 
Gain 
(A-H) int.)  (J-P)  Code3  merger,  Month Code2  Code  buyer/seller  
(Q-W)  redemption)  Day  (J-P)  {A-H)  (if private  
transaction) Income Gain Codes: =$1,000 less 1,00 -$2,500 2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,00l -$5,000,000 =More than $5,000,000 Value Codes ""$151000 less  K=$15,00l -$50,000  L=$50,00l -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000  0=$500,001-$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real EsMe Only) =More than $50,000,000 =Cash Market  
(See Column C2)  Q=Appraisal  V::Other =Assessment :=Book Value  W=Estimated  

PART VII -Note -Reported "TCW Galileo Select" 2004 report. The name changed "TCW Select Equities" 2005. 
PART VII -Note -Sale 12/12 value code gain code Purchase 12/28 value code 
PART VII -Note -Various deposits from regular account activity. 
PART VII -Note -Was included total for "Mellon Bank Account" 2004. 

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