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Judicial Watch • Karl S. Forester – 2008

Karl S. Forester – 2008

Karl S. Forester – 2008

Page 1: Karl S. Forester – 2008

Category:Federal Judges

Number of Pages:9

Date Created:October 21, 2009

Date Uploaded to the Library:October 18, 2014

Tags:Forester, Karl S Forester, Small, funds, filing, 2008, assets, INVESTMENTS, spouse, transactions, TRUSTS, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Forester_Karl_S 
 
 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 
 
 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income -I/you were married during any portion the reporting year, complete this section. (Dollar amount no/ required except for honoraria.) 
[ZJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
 
IV. REIMBURSEMENTS -transportation, lodging.food, entertainmenL (/ncludes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[{] NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
 
05/14/2009 
Forester, Karl 
[lJ 
 
DESCRIPTION VALUE 
V GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
 
 
 
VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instmctions.) 
[lJ NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION 
 
VALUE CODE 
 
 
 
 
05/14/2009 
Forester, Karl 
VII. INVESTMENTS and TRUSTS -income, vaille, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
A:-------- 
----------a-:- 
---------------------------i) 
---e:: 
rGross value end Deseription Assets 
(including tnist assets) 
Transactions during reporting period 
Income during 
(Z) _(3)T(4) (Sj- 
Date CodeValue Gain buyer/sellerIdentity Month Code 
laee (X) after each asset 
exempt from prior disclosure 
Amount 
Code Type (e.g., 
div., rent, 
Value 
Code2 
 
Type (e.g., 
buy, sell, 
Value 
Method 	Phoenix Small Cap Value Fund name chang Dividend Yirtus Small Cap 	 
Wachovia Moneymart Funds Dividend 	 
Duke Power Co. Dividend 	 
Income Fund AM. Dividend 	 
lnvestment Co. AM. Dividend 	 
lmmunomedics Inc. Del. 
 
None 	 
Webster Fin. Corp. Dividend 	 
BBT 
Interest 	Central Bank Trust Co. Interest 
IO. 	Dryden Int. Equity Fund Dividend 
II. Corp. 
None 
12. 	Hlth Corp 
None 
Alcatel -Lucent ADR 
None 
14_ 	LSI Corp. None 
Dupree Mutual Funds Tax-Free Income Dividend 
Series 
16. 	General Electric Co. Dividend 
17. 	DPL Inc. Dividend Income Gain Codi.:s: tScc: Columns and 04) Value Codi:s 
(See Columns and DJ) Value Method Codes (Sec Column C2) ,000 less =$50,00 -$I 00,000 =$15,000 lessN =$250,00 -$500,000 =$25,000,001 -$50,000,000 =Appraisal =Book Value =$1,001 -$2.500 =$100,001 -$1,000,000 =$15,001 -$50,000 =$500,00 -$I ,000,000 =Cost (Real Estate Only) =Other =$2,50 -$5,000 lit =$1,000,001 -SS,000,000L =$50,001 -SI00,000 =$1,000,001  $5,000,000 =More than $50,000,000 
WAssessment =Estimated =$5,00t -Sl5,000 E=SI5,00I -S50,000 112 =More th:ln $5,000,000 =SI 00,00 -$250,000 =$5,000,001 -$25,000,000 =Cash Market 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those 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 Tran sac lions during reporting period 
(2) 
Date 
buy, sell, 
 
MonthCode3 redemption) Day 
(Q-W) 
(5) 
Value Gain Identity 
ode Code buyer/seller J-P) 
(A-H) (if private transaction) 
18. 
Van Kampen Investm ents SP Powerpicks None Redeemed 4/16 2007 
 
19. 
Ciena Corp. None 
 
20. 
Wachovia Corp. Dividend Baron Select FDS Baron Partners None Sold 
22. 
Black Rock Funds Large Cap Value None Sold 8/5 
 
23. 
Bridge Way Inc. Ultra-Small Co. Tax None Sold 8/5 Adv Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50.000 
(Si.:c Columns and 04) =$50.001 -$100,000 G=SI00,001-$1,000,000 =$1,000,001 -$5.000,000 112 =More than $5,000,000 
2:. Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =SI 00,001 -$250,000 
(See Columns and 03) =$250,00I -$500,000 =$500,00I -$1,000,000 =$1,000.001 -$5,000,000 =15,000,00 -$25,000,000 =$25,000.001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2} ook Value V=Othcr =Estimated 
 
05/14/2009 
Forester, Karl 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) ------i-----s.----r-----c.-----1, 
Description Assets Income during Gross value end Transactions dunng reporting pcnod 
(including trust assets) reporting period reporting period 
---- 
(2) (I) 
(2) 
(2) 
Date 
Place (X) after each asset Type(e.g., 
Value Value Type (e.g., 
exempt from prior disclosure div.;rent, 
Code2 McthQOj. buy, sell, 
Month (A-H). int.) 
(J-P) Codc3  redemption) 
Day 
(3) 
Value 
Code 
 
(4) (5) 
Gain Identity 
Code buyer/seller 
 
(A-H) (if private 
transaction) 
(Q-W) 
Pioneer Cullen Value Fund CLY None Sold 
36. 
SunAmerica Funds Focused Small Cap None Sold 8/5 rowth CLA 
 
37. 
SSGA Funds -Int. Stock SEL None Sold 1/23 
 
38. 
Touchtone Inst! Sands Cap Inst[ None Sold 8/5 owth 
 
39. 
CRM Mid Cap Value Inst! None Sold 8/5 
 
 
Wells Fargo Advantage Endeavor Select None Sold 8/5 und 
41. 
LCGG Mason Value Trust Inc Nav Dividend Buy 8/6 lue Trust 
 
42. 
Neuberger Berman Small Cap 6-month Dividend Buy 8/6 Investor Class 
 
43. 
Harbor Small Co. Growth Fund Inv Dividend Buy 8/6 lnrnmc Gain Codes; =$1.000 less =$1,001-$2.500 =$2,50 -$5.000 D=$5,001-Sl5.000 =$15.001 -$50.000 
(Slc Columns and 04) =$50.00 -$100.000 =StOO.OOt -$t,OOO.OOO ttt =St.000.001 -S5.000.000 112=More than S5.000.000 Value Codes =$15.000 less =SI 5.001 -$50.000 =$50.00I -$100,000 100.001 -$250.000 
!Sec Columns and D3) =$250.001  $500,000 0=$500,001  $1,000.000 =$1,000,001  $5,000,000 =$5,000,001  $25.000,000 =$25,000,001  $50,000,000 =More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spo11se and dependent children; see PP 34-60 filing instr11ctions.) NONE (No reportable income, assets, transactions.) -.. --11------8.--1----------------o----------- 
--r----c;------T 
Description Assets Income during Gross value end Transactions during reporting period 
.(including tmst assets) reporting period 
reporting period Value 
Gain Identity 
(2) 
r-