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Judicial Watch • Jr Werlein Ewing – 2006

Jr Werlein Ewing – 2006

Jr Werlein Ewing – 2006

Page 1: Jr Werlein Ewing – 2006

Category:Federal Judges

Number of Pages:22

Date Created:January 31, 2008

Date Uploaded to the Library:January 01, 2015

Tags:WERLEIN, EWING, Jr Ewing Werlein, 2006, assets, INVESTMENTS, transactions, TRUSTS, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev. 112007 
FOR CALENDAR YEAR 2006 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report 
WERLEIN, JR., EWING 
USDC/SO. DIST. TEXAS 
06/01/2007 Title (Article III judges indicate active senior status; Sa. Report Type (check appropriate type) Reporting Period 
magistrate judges indicate full-or part-time) 
Nomination, Date 
 
01/01/2006 
DISTRICT JUDGE-SENIOR STATUS 
Initial Annual Final 
12/31/2006 
Sb. Amended Report Chambers Office Address the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance 
with applicable laws and regulations. 
515 RUSK AVENUE, ROOM 11521 
HOUSTO 77002-2605 
Reviewing Officer Date 
IMPORT ANT NOTES: The instructions accompanying this form m11st followed. Complete all parts, checking the NONE box for each part where yo11 have reportable information. Sign last page. POSITIONS. (Reporting individual 011/y; see pp. 9-13 ofillstmctions.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY 
Co-Trustee Trust No. 
Director Vice Chairperson The Methodist Hospital, Houston, Texas 
Director TMH Health Care Group ,..., 
(/) ::0 
II. AGREEMENTS. (Reporting individual only; see pp.14-16 ofinstr11ctio11s.) !Tlo-- (_c::: 
c.n?:. :z: 
IBJ NONE (No reportable agreements.) ::::: :::D ri10 
 
 PARTIES AND .,.,r 
 
 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 ofi11structio11s.) Filers Non-Investment Income 
(KJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
(yours, not spouses) Spouses Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount 1101 required except for honoraria.) 
(KJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
 
IV, REIMBURSEMENTS --transportation, lodging,Jood, entertainment. 
(Includes those spouse and dependent children. See pp. 25-27 instruct ions.) 
(KJ NONE (No reportable reimbursements.) SOURCE DESCRIPTION 
 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
V GIFTS, (Includes those spouse and depe11de11t children See pp. 18-31 ofi11structio11s.) NONE (No reportable gifts.) SOURCE 	Monthly dues exemption for The Petroleum Club, Houston 1020.00 members government service. 
 
 
 
VI. LIABILITIES. (lnc/udes those spouse and dependent children. See pp. 31-33 ofinstrnctions.) 
[K] 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
 
 
 
 
Date Report 
WERLEIN, JR., EWING 
06/0 1/2007 
VII. INVESTMENTS and TRUSTS -income, vatue, 1ra11sac1io11s r111c1udes 11tose oft1te spouse and dependent c1tildren. see pp. 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure Union Pacific com. 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
 
Amount 
Code 
(A-H) 
(2) (1) (2) (I) (2) (3) (4) (5) 
Type (e.g. Value Value Type (e.g. Date Value Gain Identity 
div., rent, Code Method buy, sell, Month- Code Code buyer/seller int.) (J-P) Code redemption) Day (J-P) (A-HJ (if private 
(Q-W) transaction) Dividend Gift 11/16 Gift church 
Gift 11/20 Gift church 
Halliburton com. Dividend 
Halliburton com. Dividend Income Gain Codes: =$1,000 less =Sl,001  $2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) F=$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$ 15,000 less K=SI 5,001 -$50,000 L=$50,00 $I 00,000 =$100,001 -$250,000 
(See Columns and 03) N=$250,00 -$500,000 0=$500,001 -$1,000,000 =SI ,000,001 -$5,000,000 =$5,000,001 -$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) Q=Appraisal V=Other =Assessment 
U=Book Value W=Estimated 
 
 
Name Person Reporting 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS -income, va1ue, tra11sactions r1nc111des those the spouse and depe11de11t 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 
(3) 
(1) 
{2) 
(2) (1) (5) 
Place (X) after each asset Amount Code 
exempt from prior disclosure (A-H) 
18. Fidelity Spartan Fund 
19. Merrill Sr. Fl. Rate Fund (now called Dividend 
Black Rock) 
20. Dreyfus Basic Money Mkt Dividend 
 
21. 
Fidelity Low Price Stk. 
 
22. 
Fidelity Contrafund 
 
 
Type (e.g. div., rent, int.) 
Dividend 
Dividend 
Dividend 
Value Code (J-P) 
Value Method Code 
(Q-W) 
Type (e.g. Date Value Gain Identity 
buy, sell, Month- Code Code buyer/seller 
redemption) Day (J-P) (A-H) (if private 
transaction) Income Gain Codes: =$1,000 Jess =$1,001 -$2,500 =$2,50 -$5,000 =$5,00 -$15,000 =$15,00 -$50,000 
(Sec Columns and D4) F=$50,00 I00,000 =$100,001 -$1,000,000 1,000,00 -$5,000,000 =More than 55,000,000 Value Codes =$15,000 less =$15,001-$50,000 L=$50,00 -$100,000 =$I 00,00 -$250,000 
(See Columns and DJ) N=$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 (See Column C2) =$25,000,001 -$50,000,000 Q=Appraisal =Cost (Real Estate Only) V=Other =More than $50,000,000 =Assessment =Cash Market =Book Value W=Estimated 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS --i11co111e, vatue, 1ra11sac1io11s r111c111des 11iose of11ie spouse a11d depende111 c11udre11. see PP 34-60 offili11g i11s1ruc1io11s.; 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) 
(I) 
(2) (I) 
(2) 
(5) 
Type (e.g. 
Value 
Place (X) after each asset Amount 
Date 
Value 
Gain 
Value Type (e.g. 
Identity 
Code 
div., rent, 
Code 
exempt from prior disclosure 
Method buy, sell, 
Month- 
Code 
Code 
buyer/seller 
(A-H) int.) 
Code redemption) 
Day 
(J-P) 
(A-H) 
(if private 
(J-P) 
(Q-W) 
transaction) 
35. Part Sell 04/17 
Part Sell 07/17 
Assetmark Small/Mid-Cap Growth Dividend Part Sell 01117 
38. Part Sell 04/17 
Add! Buy 07/17 
40. Part Sell 10/16 Income Gain Codes: $1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,00 -$15,000 15,00 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100,00t -$1,000,000 =St,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00t -$50,000 =$50,00 -$I 00,000 =SI00,001 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$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) Q=Appraisal V=Other =Assessment =Book Value =Estimated 
 
 
Name Person Reporting 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS income, vat11e, transactions (Inct11des t1tose the spouse and dependent children. see PP 14-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 
 
 
Name Person Reporting 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS -income, va111e, 1ransac1io11s r1nc111des those the spouse a11d depende111 children. see PP 14-60 filing ins1ruc1io11s.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) Place (X) after each asset exempt from prior disclosure reporting period 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) (3) Date Value Month Code Day (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
69. TCW Galileo Opportunity Fd. None Sell 04117 
Federated Mun. Tr. Dividend 
71. Clipper Fund Dividend Buy 01117 
72. Part Sell 04/17 Income Gain Codes: =$1,000 less =$1,001  $2,500 =$2,50  $5,000 =$5,00  $15,000 15,00  $50,000 
(See Columns and 04) =$50,001  SI00,000 =$100,001  $1,000,000 =$1,000,00  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  $50,000 =$50,00I  00,000 =SJ00,001  $250,000 
(Sec Columns and DJ) =$250,00  $500,000 =$500,00  $1,000,000 =$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) Q=Appraisal =Other =Assessment =Book Value =Estimated 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
 
VII. INVESTMENTS and TRUSTS --i11co111e, va111e, 1ra11sac1io11s (111c111des those of11ie spouse a11d dependent children. see pp. 34-60 offilinc 
ins1r11c1io11s.; NONE (No reportable income, assets, transactions.) 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS income, va111e, 1ra11sac1ions r111c1udes 11zose 0111ze spouse and depe11de111 children. see pp. 14-60 filing i11s1ruc1ions.J 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 
reporting period reporting period 
 
(I) (2) (I) (2) (I) 
Amount ValueType (e.g. Value 
Code div., rent, Code 
Method 
(A-H) int.) (J-P) 
Code (Q-W) 
Transactions during reporting period 
(3) 
(2) 
(4) 
(5) 
Type (e.g. 
Date 
Value 
Gain 
Identity 
buy, sell, Month-Code Code 
buyer/seller 
redemption) Day 
(A-H) 
(J-P) 
(if private transaction) 
103. IRA ROLLOVER ACCOUNT: All entries that follow from Lines 107 Dividend 
104. through 157 are under the discretionary management Interest 
105. registered investment manager. have made 
 
106. 
withdrawals from this IRA: 
 
107. 
--Pfizer Inc., com. 
 
108. 
--Altria Group, com. Income Gain Codes: $1,000 less 1,00  $2,500 =$2,50I -$5,000 =$5,00 $15,000 15,00  $50,000 
(See Columns and D4) F=SS0,001-$100,000 =$100,001  $1,000,000 1,000,00  S5,000,000 =More than $5,000,000 Value Codes =S15,000 less =S15,00 -$50,000 =$50,00 -SI 00,000 100,00  $250,000 
(See Columns and D3) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001  $25,000,000 Value Method Codes =$25,000,001 -S50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market 
(See Column C2) =Appraisal =Other =Assessment =Book Value Estimated 
 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those of11Je spouse and depe11de111 children. see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
 
 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS --income, value, 1ra11sac1ions r1nctudes 11iose the spouse a11d depe11de111 children. see PP 14-60 0Jfili11g i11struc1io11s.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) Place (X) after each asset exempt from prior disclosure reporting period (I) (2) Amount Type (e.g. Code div., rent, (A-H) int.) reporting period (I) (2) Value Value Code Method (J-P) Code (Q-W) (!) Type (e.g. buy, sell, redemption) (2) (3) (4) Date Value Gain Month-Code Code Day (J-P) (A-H) (5) Identity buyer/seller (if private transaction) 
 
154. 
--Horne Depot, corn. Buy 12/20 
 
155. 
--Lee Enterprises, corn. Buy 08/21 Income Gain Codes; 1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,00  J5,000 =$15,001 -$50,000 
(See Columns and 04) =$50,001 -SI00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00 -$I 00,000 =$100,00  $250,000 
(See Columns and 03) =$250,00 -$500,000 =$500,00 -$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 =Olher =Assessment =Book Value =Estimated 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS --i11co111e, value, 1ra11sac1io11s r111c111des 11iose of11ie spouse a11d depe11de111 children. see PP 34-60 offili11g ins1ruc1io11s.J NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during 
(including trust assets) 
reporting period 
Amount Code Place (X) after each asset 
exempt from prior disclosure (A-H) 
171. --IBM, com. 
(2) 
Type (e.g. div.1 rent, int.) 
Gross value end reporting period 
(1) 
Value Code (J-P) 
(2) (1) 
Value Type (e.g. Method buy, sell, 
Code redemption) 
(Q-W) 
Transactions during reporting period 
 
(2) Date Month Day 
(3) (4) (5) 
Value Gain ldentity 
Code Code buyer/seller 
(J-P) (A-H) (if private 
transaction) 
 
172. --Johnson Johnson, com. Income Gain Codes: Si,000 Jess 1,00 -$2,500 c=$2,501 -$5,000 D=S5,00t -Sl5,000 E=$15,00 -$50,000 
(See Columns and D4) =$50,001 -SI00,000 G=$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=S15,00I -$50,000 =$50,00 -SI 00,000 M=$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 0=$500,00 1,000,000 =$1,000,00 -$5,000,000 =$5,000,00 -$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 =Book Value =Estimated 
 
 
Name Person Reporting 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS -income, value, 1ra11sac1io11s r111c1udes 11rose of111e spouse and depe11de111 children. see PP 34-60 offiling i11s1rucrio11s.J 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) (I) (2) (!) (2) (3) (4) (5) 
Place (X) after each asset Amount Type (e.g. Value Value Type (e.g. Date Value Gain Identity 
exempt from prior disclosure Code div., rent, Code Method buy, sell, Month Code Code buyer/seller 
(A-HJ int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
TRUSTNO. 
188. 
--Nuveen Muni Mkt Oppor. Fund 
 
189. 
--MORTGAGE ASSET BACKED Income Gain Codes: A=$ 1,000 less B=$t,OOl -S2,500 =$2,501 -$5,000 =$5,001 -$15,000 E=$15,00l -S50,000 
(Sec Columns and 04) =$50,001 -SJ 00,000 =$100,001 -$1,000,000 =$1,000,001 -S5,000,000 =More than $5,000,000 Value Codes =SJ 5,000 Jess =Sl5,00J -$50,000 =SS0,00 -$I 00,000 =$100,001 -$250,000 
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 ,000,00  $5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -S50,000,000 =Cost (Real Estate Only) =More than $50,000,000 Cash Market 
(See Column C2) Appraisal Other =Assessment =Book Value =Estimated 
 
 
Date Report 
WERLEIN, JR., EWING 
 
06/01/2007 
VII. INVESTMENTS and TRUSTS i11co111e, value, 1ra11sac1io11s r111c1udes those the spouse a11d depe11de111 children. see pp. 34-60 offili11c i11s1ruc1io11s.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(l) 
(2) 
 
Type (e.g. Value 
Place (X) after each asset Amount 
Value Type (e.g. Date Value 
Gain 
Identity 
Code 
exempt from prior disclosure 
div., rent, Code 
Method buy, sell, Month-Code 
Code 
buyer/seller 
(1) 
(5) 
(4) 
(2) (I) 
(3) 
(A-H) int.) (J-P) Code 
redemption) Day (J-P) 
(if private 
(A-H) 
(Q-W) 
transaction) 
204. 
--Fract. interest land, S.A. White Survey, Galv. Co., 
 
205. 
--Vacant land Kerr Co., 
 
206. 
IRA ROLLOVER ACCT. NO. All entries Dividend that follow from 
 
207. 
lines 210 thru 272 are under the full Interest discretionary 
 
208. 
management registered investment Jncome Gain Codes: =$I ,ODO less =$1,001 -$2,500 =$2,501 -$5,000 D=S5,00l -Sl5,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001 -$100,000 =$100,001 -Si,000,000 =$1,000,00 -S5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =$50,00 I00,000 =$100,001 -$250,000 
(See Columns and DJ) =$250,001 -$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 ::o::Cash Market 
(See Column C2) ppraisal =Other =Assessment Book Value =Estimated 
 
 
VII. INVESTMENTS and TRUSTS --ins1rucrio11s.J 
i11co111e, vatue, 1rrmsac1io11s r1nctudes 11tose of11te spouse and dependent children. see PP 34-60 offili11g NONE (No reportable income, assets, transactions.) 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS --i11come, va111e, 1ra11sac1io11s r111c1udes 11tose of11te spouse a11d depe11de111 c1tudre11. see PP 34-60 offili11c i11s1rucno11s.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during (including trust assets) reporting period 
(1) 
Place (X) after each asset Amount Code 
exempt from prior disclosure (A-H) 
238. --Walgreen, com. 
(2) 
Type (e.g. div., rent, int.) 
Gross value end Transactions during reporting period 
reporting period 
(1) (2) (1) (2) (3) (4) (5) 
Value Value Type (e.g. Date Value Gain Identity 
Code Method buy, sell, Month- Code Code buyer/seller 
(J-P) Code redemption) Day (J.P) (A-H) (if private 
(QW) transaction) 
 
239. 
--General Electric Cap. Corp. Notes 
 
240. 
--American Intl. Group, com. 
 
241. 
--McGraw-Hill, Inc., com. Income Gain Codes: =$1,000 less B=Sl ,OOl -$2,500 =$2,501  $5,000 =$5,001 -$15,000 =$15,00  $50,000 
(See Columns and 04) =$50,001 -Sl00,000 =$100,001 -$1,000,000 =Sl,000,001 -$5,000,000 H2=More than $5,000,000 Value Codes =$15,000 less =$15,001-850,000 =$50,00 -$I 00,000 =$100,001 -$250,000 
(See Columns and 03) =$250,00I -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 R=Cost (Real Estate Only) =More than SS0,000,000 T=Cash Market 
(See Column C2) =Appraisal =Other =Assessment 
U=Book Value W=Estimated 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS i11co111e, value, tra11sactio11s (Includes those the spouse a11d depe11de11t children. See pp. 34-60 filing i11stmctio11s.) 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 reporting period reporting period 
(2) (I) 
(2) Amount 
(I) 
Type (e.g. Value 
Value 
Code 
div., rent, Code 
Method 
(A-H) int.) (J-P) 
Code (Q-W) 
Transactions during reporting period 
(I) (3) 
(4) (5) 
Type (e.g. Date Value Gain Identity 
buy, sell, Month Code Code buyer/seller 
redemption) Day (J-P) (A-H) (if private 
transaction) 
 
255, --Fed. NatI Mtg Assn, callable Notes, due Buy 01/25 
256. --Fed. Home Loan Mtg callable Notes, due Buy 11/21 
--Fed. Home Loan Mtg. Discount Note, due Buy 11/24 
258. 
--Capital One Financial Co., com. Buy 07/20 
 
259. 
--Caterpillar, Inc., com. Buy 07/20 
 
260. 
--Halliburton Co., com. Buy 07/20 Income Gain Codes: =$1,000 less 1,00 -$2,500 =$2,50 -$5,000 D=$5,00t -St5,000 E=$15,00t -$50,000 
(See Columns and 04) F=$50,001 -SI00,000 =$100,001 $1,000,000 =$1,000,00 -$5,000,000 =More lhan $5,000,000 Value Codes J=$ 15,000 less K=$ 15,00 -$50,000 L=$50,00 -$I 00,000 =$I 00,00 -$250,000 
(See Columns and D3) N=$250,00 -$500,000 0=$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 R=Cosl (Real ESlale Only) =More lhan $50,000,000 T=Cash Markel 
(See Column C2) =Appraisal V=Other =Assessment 
U=Book Value W=Estimated 
 
 
Name Person Reporting 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes t1tose of11te spouse and dependent c1tildren. see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt from prior disclosure (1) 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) (3) Date Value Month Code Day (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
272. --ML Bank USA RASP 
273. Vanguard 500 Index Fund Rollover Shares Dividend Sell 04/20 
274. Vanguard Prime IRA Rollover Dividend Buy 04/20 Income Gain Codes: =$1,000 Jess =$1,001 -$2,500 =$2,501 -$5,000 D=$5,00l -$15,000 =$15,001 -$50,000 
(See Columns and D4) F=$50,001 -SI00,000 =$100,001 -Sl,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes J=S 15,000 Jess K=$15,001 -$50,000 =$50,00 -SI 00,000 =SJ 00,001 -$250,000 
(See Columns and DJ) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Melhod 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 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepurtofReport.) 
(l) 
Part VII, page line 15: The year-end values ofCNL Hospitality Properties REIT, which real estate investment that not publicly traded security, reported cost. 
 
(2) 
Part VII, page line 102: The year-end value IRA account John Hancock Ind. Retirement Annuity, which not publicly traded, was provided John Hancock Life Ins. Co. 
 
(3) 
Part VII, page lines 116-117 and 118-119: Liberty Media New Series merged into two successor companies, Liberty Media Holding Interactive (line 116), and Liberty Media Holding Corp. (line 118). 
 
 
 
 
Date Report 
WERLEIN, JR., EWING 
06/01/2007 
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 2-30 One Columbus Circle, N.E. Washington, D.C. 20544