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Judicial Watch • Margaret M. Morrow – 2003

Margaret M. Morrow – 2003

Margaret M. Morrow – 2003

Page 1: Margaret M. Morrow – 2003

Category:Federal Judges

Number of Pages:60

Date Created:February 2, 2005

Date Uploaded to the Library:November 27, 2014

Tags:Margaret M Morrow, margaret, partial, Appraisal, stock, 2003, Codes, dividend, disclosure, reporting, report, Federal Judge, income, Judge


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Government Act 1978 
Rev. i12oo4 
 
CalendarYear 2003 AMENDED U.S.C. app.  101-111) PersonReporting (Last name:. First name. Middle initial) Court Organization MORROW, MARGARET U.S. District Court, CACD Title (Article Judges indicate active senior status; ReportType (check appropriate type) 
magistrate judges indicate full-or part-time) Nomination, Date District Judge -Actiw Inilial @Annual Final Date Report 7126/2004 	Reporting Period 1/1/2003 12131/2003 Chambers Office Address the basis ofthe iofonnation contained this Report and any modifications pertaining thcn:to. is. opinion, compliance 
United States District Court with applicable laws and regulations. 
2SS TempleSt., Ste. 7100 
Reviewing Officer 
Los Angeles, Cali1bmia 90012 
 
IMPORTANT NOTES: The inslrUCtions accompmying this form must followed. Complete all parts, checking the NONE box fur each part where :you have reportable infbrmation. Sign last page. POSmONS. (Reporting individual on1y; sec pp. 9-13 filing instructions) NONE -(No reportable positions.) 
Dircc:t.or 	Ninth Circuit Historical Society Trustee 	Bryn Mawr College -Board Trustees 
 
Il. AGREEMENTS. (Reporting individual only; sec pp. 14-16 offiling instructions) 
 NONE -(No reportable agrccmcms.> 
C-c::; 
 
Cl> r-;::J r-> 
UJ.- 
 
o::: (:-J.  
c::> 
 
-_,,. 
s.....:,.u;t 
-:::i ..r-. l-n .:.::  
 
 
:::. i=-_.._ 
...., -CJ c:::; 
 
III. 
NON-JNVESTMENT INCOME. (Reporting individual and spouse; see pp. 17-24 filing instructions) 
Filers Non-Investment Incom NONE (No reportable non-investment income.} 
IV. REIMBURSEMENTS -transportation, lodging. fbod. cntcrtainmc:nt. GJFTS. (Includes those spouse and dependent children. Sec pp. 28-31 instructions.) 
 NONE (No such reportable gifts.) 
SOURCE IlABILrlIES. (Includes those spouse and dependent children. Sec pp. 32-34 instructions.) 
 NONE -(No reportable liabilities.) 
 
 
 
 
 
 
 
 
Date ofReport 
Name Person Reporting 
MORROW, MARGARET 
712612004 Vll. INVES and TRUSTS -income, value, transcations (includes those the spouse and dependent children. Sec pp. 34-57 filing ins} 
Desaiption Assels (including tnist assets) 
Inc:omc during 
n:poning period Gross value end Transactiaos Wring repofting period 
not exempt fiom disclosure 
(2) 
(1) 
(2) 
Value 
(4) 
Place (X) after eadi assetcxmipt 
Value 
Value 
Type (e.g. DalB: 
Amount Type (e.g. 
trom prior cWclosure 
buy.sell, 
div. 
Gain 
Identity Month- 
Code 
Codc2 
Method 
buyer/seller 
Code2 	Code 
nmt. 
lllerFI. Day 
COiie 
(1-P) 
(ifprivato 
(J-P} (A 
 
transaction) 
int.) 
(A-H) 
redemption) (Q-W) 
DNONE (No reporllble income, ...u, ortransactions) 	Van Kampen American Capital. Pace Fund-A-IRA 
Vanguard Windsor Fund -IRA 	 
Wells Fargo Bank-IRA 	 
BROKERAGE ACCOUNT -INDIVIDUAL 
RETIREMENTACCOUNT Dividend Dividend Interest Div.Int. 
-Cash equivalent-Smith Barney 	 
-International Paper Company -common stock 	 
-Bank One Corporation -common stock 	 
-Union Pacific Corp. -common stock 
 
 
-Alcoa Inc. -common stock 
10. 	-Wyeth common stock 
11. 	 
-American Intcmational Group. Inc. -common stock 
 
12. 	 
-Amgen Inc. -common stock 
13. 	-Apple Computer Inc.-common stock 
14. 	-Applied Materials Inc. -commonshares 
JFinal Sale 7/9 
15. 	-AsttaZcncca PLC -common stock 
-Aventis ADR -common Stock 16. 
-Baker Hughes Inc. -common stock 
17. 
 
 
-Bank ofNcw York Inc. -common stock 
18. 
 
 
 ..n 1.001415.:000 B sts,00140.ooo IncomdGamCadeS: Sl,OOOC!f.less :;..ShOOlOo. .:e:; 
csecBl:andD4l sso.ooi.:siQ.O(lo ,.;:s.1oo;oin-s1;000.ooo -Hi S1,0oo;ooissi00o.OQQ :11zim:Mon:.:.000,ooo. 
 
..  ::-1; .:-Ssli;oo1:.S100:000 s1olt,cilJ1siS;00o 
 
.Ji1 -s1,,001-ss.ooo,ooo -ss,000,001-sis.ooo.ooo 
.2: va1ueCoc1eS:  ::..:s1.S.0001ess 
-s1;0014so;ooo. 
 
(See Columns and DJ) -$250,00Q.;SSOO,OOO $Mae than $50,000,QOO =Assessment Cash/Marker -m,000,-00.i;.s.so,ooo;i>oo Value Method Codes -Jpprais3I  Cost (RcaFEslate Only) 
-Other -Estimated 
(See Column C2) aBook Value 
Date Report 
Name ofPerson Reporting 
.MORROW, MARGARET 
712612004 
VIL JNYESTMENTS and TRUSTS -income, value, tnmscalioos (includes those the spouse and dependent clu1dren. See pp. 34-57 filing instructions.) Descriplioa Assets (including trust assds) Place (X) after each asset Cl!mllPt fiom prier disclosure Income during reporling period (1) (2) Amount Type (e.g.Codel div. nut.or (A-H) iat.) Gross value end reporting period (1) (2) Value Value Codc2 Metbod (.J..P) Codel (Q-W) Tnnsactions during reporting period (1) not ca:mpt disclosun: 1)pC (e.g. Date: buy,sdl, Month-merger, Day Rdcmptim) Value Codo2 (J-P) Identity Code buys/seller ((ifprivatDlnmllaction) 
19. 20. 21. 23. -Bemis Company Inc. -common stock -Biogen Inc. -common stock -Bowater Inc. -common stock -BP PLC ADR -common stock (name change S/2/01) -C.H. Robinson Worldwide -common stock 414 tkaBP Amoco PLC 
24. 25. -Cadbury Schweppes PLC ADR -common stock -Canon Inc. ADR -common stock 
26. -Catalina Marketing Corporation -common.stock 
27. -Cincinnati Financial Corporation -common stock 
28. -Cintas Corporation -common stock 
29. -Cisco Systems Inc.  common stock: 
30.  CSG Systems International, Inc. -common stock Final sale 217 
31. -Danske Bank AlS ADR  common stock 
32. -Dccrc Company -common stock 
33. -Dell Computer Inc. -common stock 
34. -Devon Energy Corporation -common stock Final sale 10/10 
35. -Diaego PLC ADR -common stock 
36. -Dominion Resources Inc. -common stock Final sale 3/12 -s;so1SS;OOO -SS,001-$15,000 ...Sl;OOJSS0,000 
l..Codcs: ..Sl,0000rlcas. -s1;00J.S2,SOO 
(SceCcilimmsBl and_rn) .,$s();OOJ:..S100,000  ..s100,001-s1,ooo,ooo  Sl,()()0,001..$5,00o,000 m ,;.:McRtfuin SS,000,000 
 
 
  
2;vCoi1Cs; .;Sls;ooolif1css Ji.: .ss1s;ocnC>;OOI) .001;.s100;000 , ::M Sioo:ooio.ooo 
(See Coluinns and03) $250,$500,000 -ssoo;1.s1,o00,ooo -s1100o,001..ss,ooo:ooo. .;.ss.DOiting period 
(including bUst assets) 
not exempt ftom 
(2) 
(1) (2) (1) 
(4) 
(2) 
Date: 
Place (X) after each asset cumpt Amount 
Value Valuo Type (e.g. 
Type (e.g. 
licxn prior disclosure 
bay, sell, 
div. rmt. 
Identity buyer/seller Value Gain 
MonthCodc2Codel Codc2 
(JP) Code3 merger, 
Day 
(A-H) 
(J-P} 
int.) 
(Q-W) iedemption) 
tnasai:lioa) 
-Duke Energy Corporation -common stock 
rmalsale 
6117 
38. 39. -Eaton Vance Corp. -common stock -ENI S.P ADRc:ommon stock 
40. -Equifax lnc. -common stock 
41. -Exxon Mobil Corpcratjon -common stock Partial buy 6/26 
 
-Fair Isaac Co. Inc. -common stock 
Final sale 
-First Data Corporation -common stock 
3/18 
44. -FleetBoston Financial Corp. -common stock 
45. -Genentech Inc.  common stock: 
46. -General Electric Company common stock 
Heineken ADR-common stock 
Final sale 
1115 
48. 
Home Depot Inc. -common stock 
 
49. 
-HSBC Holdinp PLC ADR-common stock 
 
 
so.  IMS Health Inc. -common stock 
Sl. -Intel Corporation -common stock 
52; -Jack Henry Associates Inc. -common stock 
53. -JP Morgan Chase Company -common stock 
7fl8 
Final sale 
-Lockheed Martin Corporation -common stock 
 llloome/GainCodes:. -Sl,OOOurTc:sS. :: -:$1;001-$2,SQ() !Mon: thaii ss,000,-000 ,.L 
2..Value.Codes: SlS,000.or.. .: 
 
..:sw,001;.s100.ooos1s,001;.sso,ooo 
Pl. s1,ooo.001.ss,ooo;ooo -ss.ooo,001-s2s.ooo,ooo 
(Sec Columns .Cl 3Jl(ID3) S2SQ,OOO-SSOO,Ocjo 
 Cost (Real Estate Only) Assessment Casb/Market 
3.. Valuc:Method Codes Eslimalcd 
(Sec Column C2) =Book Value -Other 
Date Report Page of25 
Name Person Reporting 
MORROW, MARGARET 
712612004 
VII. INVESTMENTS and TRUSTS -income, value, tnmscations (includes dlosc the spouse and dependent c:hildren.. Sec pp. 34-57 offiling instructions.) Incane during Gross val1111 end TransactiODS during rting period 
Description AsSC1S reporting period reporting period (including tl1ISt assets) 
not exempt from disclosure 
(2) (1)(1) 
(2) (1) 
(3) (4) (S)(2) 
Place (X) after each asset cxanpt Amount 
Value Type (e.g. Date: 
Type (e.g. Vlllua 
Value Gain Identity 
an prior disclosure Code 
div. rent. 
Coda2 Code buyer/sellerCodll2 
Method buy, sell, Month 
Codc3 lllGJCI, Day 
(JP) 
int) (J-P) (A 
(AH) 
(Q-W) nidr:mption) 
J.n 
transactioo) 
271. -Gap Inc. -common stock 
272. -Genc:ral Electric Inc. -common stock 
273. -Genuine Parts Co.  common stock 
274. -Georgia Pacific -common stock 
275. -Glaxosmi1hldine PLC  common stock 
276. Grainger Inc. -common stock 
277. -HSBC Holdings PLC ADR-common stock 
278. -Healthcare Realty Trust Inc. -common stock 
279.  HealthNet Inc. -common stock 
280. -Heineken ADR -common stock 
281. -Home Depot Inc.  common stock 
282. -Hubbell Inc.  common stock 
283. -IMC Global Inc. -common stock 
284. -Illinois Tool Works Inc. -common stock 
285. -Inle1 Corp. -common stock 
286. -International Business Machines Corp. -common stock 
287. -International Paper Co. -common stock 
288. -J.C. Penney Co. Inc. -common stock 
 
Dividend 
Dividend  
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
None 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend Partial sale 10/22 Partial sale 10/11 ..;szs01..:ss;ooo :-Ss,OOf.$15,000 E -_$15,001..Sso,ooo lncomC1GainCodcs: ... SJ,o-soo.ooo s100,ooi-S250,oi>o 
(See Colwnns andD3)  $2.S0,500,000 =S5Cl0.001-s1,ooo,ooo Pt s1.,ooi-ss.ooo,ooo ss,000.001-m,ooo.ooo  S2S,000,001-$50,000,-000 Value Method Codes -Cosl(RcalEstate Only) Assessment =Cash/Market -Appnlisal 
(See Column C2) =Boole Value =Other =Estimated 
FlNANCIAL DISCLOSURE REPORT 
Date Report 
Name Person Reporting 
7/2612004 -income, value, lnlllSCalicns (includes !hose the spouse and dependent child=-Sec pp. 34-57 filing instructions.) IJICQIDC during Gross value end Transaaions during n:porting period 
Description Assets 
reporting period rq>Orting period 
(including trust assets) 
(1) (2) (1) (2) (1) not exempt from 
.Pfaco (X). after each assetexemptom prior disclosuns Amount Code (AH) Type (e.g.div. rent. int.) Value Code2 (J.P) Value Method Code3 (Q-W) Type (e.g. buy, sell, merga,redemption) (2) Date: Mmth Day Value Code2 (JP) Gain Ideolityof Code buyer/seller (A (ifpmmetrlmaclion) 
307. -Nokia Corp. ADR -common stock Dividend Partial sale 10/22 
 
308. -Northeast Utilities -common stock Dividend 
309. -Novartis ADR common stock Dividend Partial sale 8/4 
310. -Office Depot Inc. -common stock None 
311. -Oracle Corp. -common stock None Final sale 8/19 
312. -Pactiv Corp. -common stock None Partial buy 3/13 
313. -PartnerRe Ltd. -BMD -common stock Dividend 
314. -Paychc:x. Inc. common stock Dividend 
31S. -Peoplesoft Inc. common stock None Final sale 10/16 
316. -Pepsico Inc. -common stock Dividend 
317. -Pfizer Inc. -common stock Dividend 
318. -Potash Corp. Saskatchewan Inc.-common stock Dividend 
319. -Royal Dutch Petroleum Co. -common stock Dividend 
320. -SBC Communications Inc. -common stock Dividend 
321. -San Paolo IMI SpA ADR common stock Dividend 
322. -Schcring Plough Corp. -common stock Dividend 
323. -Schlumberger Ltd. -common stock Dividend 
324. -Siemens ADR -common stock Dividend 
 
  Iix:OmelGain Codes: =Sl;OOO less  -Sl,Ool.$2,Soo ;;. s2;so1.ss,o00  ss,001-srs,cioo  I;! -;S1s,001sso,ooo 
o .,,s100.0!)1..S1,ooo,ooo  ;;.;ooo.OOr;ss,000,000 -MoRillianss,ooo;ooo: 
 .(SeeoColUnuisBI andD4f SSO;OOl;.i.100,000  :z: Villuc Codes: ,;.sis;oooor:lesii   :re ..$]s,001..sso,ooo   :SSO;OOl-$100,000 . M... $100,001-.ooo 
(See Columns and 03) . $2$0,000-SSQO,OOO  =SS00,001-$1,000,000 . P.J _;$1,000,0lll-SS.000,000 $S,l)OO,OOI-S25.000,000 $25,000,001-SSO,OOO,OOO SMore than $50,000,000 Value Method Codes Cost (Real Estate Only)  .Assessment  Cash/Market Appraisal 
(See Column C2) =Book Value =Other =Estimated 
 
Date Report 
Name Person Reporting 
MORROW, MARGARET 
712612004 VIL JNYESTMENTS and TRUSTS -income, value, tnmseations (includes those the spouse and dcpcodeot c:hildrcn. Sec pp. 34-57 filing instnu:ticms.} 
Gross value end Transai:tions during reportin periodlncomc during Dcscripcion Assets reporting period(including trust assets) 
not exempt from disclosure 
(I) 
(1) 
(2) 
(2) 
(3) 
(4) 
Typo (e.g. 
Value 
Vlluc 
Type (e.g. 
div. rent. 
Place (X) after each asset exempt Date:Amount 
Identity 
Value 
Gain 
from prior disclosure 
buy, sell, 
Month 
Codo2 
Mctbod 
Codel 
Codc2 Code 
{AH) illl.) (J..P) Code3 (Q-W) merger, redcmplian) Day (J-P) (HI (ifprivale tramaction) 
-Snap-On Inc. -common stock Dividend 
 
buyerlscllcr 
326. -Socic:te Gcncralc ADR -common stock 
327. -Solutia Inc. -common stock 
328. -Southwest Gas Corp. -common stock 
329. -Staples Inc. -common stock 
330.  State Street Corp. -common stock 
331. -Sybasc Inc. -comm0n stock 
332. -Target Corp. -common stock 
333. -Tunkin Co. -common stock 
334. -Tommy Hilfiger -common stock 
335. Total S.A. ADR  common stock (name change 
May2003) 
336. -Transatlantic Hldgs. Inc. -common stock 
337. UBS AG-CHF common stock 
338. Unilever PLC ADR -common stock 
339. -Union Pacific Corp. -common stock 
340. -United Parcel Service  common stock 
341. -United Tcchologics Corp. -common stock 
342. Corp. -common stock Dividend 
None 
Dividend 
None 
Dividend 
None 
Dividend 
Dividend 
None 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
L.Income/Gam Codes: -Sl,000 less 1,1  SJ,lioisi,soo Sl.Sot.;ss,ooo 
Partial sale 
rmalsale 
Partial sale 
Partial sale 
Partial sale 
Partial buy 
Final sale 
10/22 
12/18 
3112 
10/11 tka Total Fina ElfS.A. 
10/22 
10/22 
2/10 
 
I? _;;.s:S,ooi.m,ooo -sis;o01so,ooo 
 (See.Colilmns.Bt.and.D4) sso,001;..s.100,000 G Sl00,001-Sl,OOO;()OO -si.11oo;oo1ss.lllimmon stock 
422. 	-Medco Health Solutions. Inc.  common stock 
423. 
 
424. 	 
-Nisourcc Inc. -common stoclc 
 
425. 	 
-Procter Gamble -common stock 
 
 
426. 	-Progress Energy Inc. -commai stock 
427. 
 
428. 	 
-R. Donnelley Sons Co. -common stock 
 
429. 
 
430. 	 
-Roche Hldg. Ltd. ADR-common stock 
 
431. 	 
-Smithfield Foods, Inc. -common stock 
 
432. 	 
-Sungard Data Systems Inc. -common stock 
. 
Dividend 
Dividend 
None 
Dividend 
None 
Dividend 
Dividend 
None 
None 
None Buy 7n.5 
1fl9 Buy SflO 
Spinoff 814 	Spinofffrom McrckCo. 
Final sale 9/10 Buy 9130 Buy 12/15 Buy 6121 	Partial buy 6130 
Buy 7/31 
Fmalsalc 8fl2 Buy 7/10 Buy 4/11 Buy 	613 
 
1.1-Jme/GainCodcs:, Sl;0000r :-Sl,Ool-$2,soO =$2,SOI.SS;ooo. ri: -SS,001-$15,000 a$15,00l-$-50,000 (Sec:ColumnsBlmidDA) ,:F. C.SS0,001()0,000. -SI00.0.01-Sl, 
OOO;ooo . $1,00lsS,ooOooo 1Ii tdorctbmiSS,()()O;ooo 
 Value Codes: ..$ts;ooo tess $1s;do1-sso;cioo .;.sso;oo1;.s100,ooo :-s100,001.$250,ooo 
(See Columns Cland 03)  $250,000-SSOO,OOO 
-s1,ooo,001-Ss,ooo,ooo :Pi 7SS,oo0,001-S2.s.ooo,ooo  $2;000,00i-SS0,000,000 ;.. $More than sso,ooo;oo0 Value Method Codes  Appraisal  Cost (Real Eslatc Only)  AssessmeDt =Cash/Market (Sec Column C2)  Book Value Other Estimated 
lnmaction) 
Date ofReport 
Name Person Reporting 
MORROW, MARGARET 
7126/2004 
VIL INVESTMENTS and TRUSTS -income, Ylliuc, transc:ations (includes those the spouse and dependent children. Sec pp. 34-57 filing instmctions.) 
Description Assets (mduding trust asscls) 
Pls:e (X) ar each asset e:xmnpCfrom prior disc:losure 
Inc:ome during 
 
Gross value end 
reporting period 
(2) (I) (2) 
Value Value 
Amount 
Type (e.g. 
div. rem. Codc2 Method 
Codel Transactions during Iql0!1ing period 
not exempt from disclosure(1) 
(3) (4)(2) (5)Type (e.g. Date: 
Value 
ldcnlityofbuy, sell, MonthCocle2 Code buyer/seller 
merger, Day 
(J-P) Codc3 
(A-H} 
int.) (A 
(J-P} 
Rdanplion) 
(Q-W) 
-Swiss Reinsurance ADR -conunon stock: None Buy 8/4 
-Teva Pharmaceutical Inds. Ltd. ADR -common Dividend Buy 4fl 
stock 
 
Buy SIS 
435. -TJX Companies Inc. -common stock 
Dividend 
A 
Dividend 
436. -Tyco Intcmational Ud. -common stock 
Buy 3/13 
Dividend 
-Vodafone Group PLC ADR-common stock 
Buy 2120 
Partial sale 10/22 
438. 
 
439. 
-Weyerhaeuser Co. -common stock 
 
 
Dividend 
Buy 6130 
.;oiSS;ooo :..ss,091.;s1.ooo InoomdGainCodcs: -$1,()()()0fless .;Sl,000,001..SS;ooo; 
:tn.-MorelhanSS,000.,000(ScccOtumnsBI .and.D4) -sso;oo1,.s100;000 
S1s:ooo.or less SIS,001-SSQ;iloo:2. ValucCodeS: 
(See Colunms,CI 03) -$250,000-SOO,OOO  =$5()().001-Sl,OOO;OOO -s1,,ooo,001.,ss.ooo.ono .  -:ss.000,001-m.ooo,oi>o 
 -$25,000,001.:.SS6,000,000 ;,_ SMdlall SSO,ooO,()()() Value Mclhod Codes -Appraisal Cost {RealEstate Only) Asscssmcot -Cash./Market (Sec Column C2) BookValue =Olher -Estiniated 
 
SECilONVII: 
- 
 
 
 
 
 
 
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 pennitting 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.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. POSffiONS. (Reporting individual only; see pp. 9-13 filing instructions} NONE -(No reportable positions.) 
POSITION 
Ninth Circuit Historical Society 
B1l Mawr College -Board Trustees ::c 
 
(f) ,.,, 
c.,,z 
(Reporting individual only; see pp. 14-16 filing instructions) 	 
ms.? 
II. AGREEMENTS. 
 NONE 
 
-(No reportable agreements.) --0 
,., (%)