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Judicial Watch • Karl S Forester Financial Disclosure Report for 2008

Karl S Forester Financial Disclosure Report for 2008

Karl S Forester Financial Disclosure Report for 2008

Page 1: Karl S Forester Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:9

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Forester, Karl S Forester, Small, funds, 2008, INVESTMENTS, transactions, TRUSTS, dividend, Financial Disclosure, ICE, CIA, financial, income, Judge


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Forester_Karl_S 

III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's 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
W""Assessment =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-



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