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Judicial Watch • Margaret M Morrow Financial Disclosure Report for 2007

Margaret M Morrow Financial Disclosure Report for 2007

Margaret M Morrow Financial Disclosure Report for 2007

Page 1: Margaret M Morrow Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:68

Date Created:November 3, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Margaret M Morrow, margaret, partial, Estate, stock, Market, 2007, INVESTMENTS, transactions, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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POSIT! ONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION Director Nin Circuit Historical Society 
Trustee Bryn Mawr College -Board Trustees 
Trustee Mayfield Senior School -Board Trustees 
Trustee Trust -(see Part VII; Page 30, Line 446) 
[ZJ NONE (No reportable agreements.) 

Ill. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 

instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

SOURCE AND TYPE 
INCOME 2007 NBC Studios, Inc., filming residence 14,500.00 
Defined Benefit Pension Payment from State California 203,966.28 3.2007 Defined Benefit Pension Payment from State California 44,740.84 Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 2007 California Courts Appeal, Second Appellate District -Salary 

IV. REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.)  Bryn Mawr College  February 8-10  Bryn Mawr,  Board Trustee Meeting  Air Transportation, Meals  Bryn Mawr College  April26-28  Bryn Mawr,  Board Trustee Meeting  Lodging, Air Transportation, Meals 

07/18/2008MORROW, MARGARET GIFTS. (Includes those spouse and dependent children; see pp. 28-31 ofjWng instructions.) 
[ZJ  NONE (No reportable gifts.)  
SOURCE  DESCRIPTION  

VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 

DESCRIPTION 
VALUE CODE 

MORROW, MARGARET 
07118/2008 
VII. INVESTMENTS and STS -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) Income during reporting period Gross value end reporting period Transactions during reporting period  
Place "(X)" after each asset exempt from prior disclosure  (I) Amount Code (A-H)  (2) Type (e.g., div., rent, int)  (I) Value Code2 (J-P)  (2) Value Method Code3 (Q-W)  (1) Type (e.g., buy, sell, redemption)  (2) Date Month-Day  (3) Value Code2 (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (ifprivate transaction) Van Kampen American Capital, Pace None Fund-A-IRA 
Vanguard Windsor Fund -IRA Int./Div. 
Wells Fargo Bank -IRA Interest 
BROKERAGE ACCOUNT Int./Div. INDIVIDUAL RETIREMENT ACCOUNT 
-Cash equivalent -Smith Barney 
-International Paper Company -common Partial sale 8/15 stock
Final sale 8/17 
-Union Pacific Corp. -common stock Partial sale 1/10 
-Final sale 1/11 

10. 
-Wyeth -common stock 

11. 
-American International Group, Inc. -Partial buy 5123 common stock
12. 
Partial sale 9125 

13. 
-Amgen Inc. -common stock Partial sale 3/20 

14. -Partial buy 11/8 
15. 
-Sanofi-Aventis ADR -common stock Partial sale 6111

16. 
Partial sale 7120 

17.  -Bank New York Inc. -common stock  Partial buy  3/5 Income Gain Codes: (See Columns and D4) Value Codes (See Columns and D3) Value Method Codes (See Column C2) =$1,000 less =$50,001 -$100,000 =$15,000 less =$250,001 -$500,000 =$25,000,001 -$50,000,000 =Appraisal =Book Value =$1,001 -$2,500 =$100,001 -$1,000,000 =$15,001 -$50,000 =$500,001 -Sl,000,000 =Cost (Real Estate Only) V=Other =$2,501 -$5,000 =$1,000,001 -$5,000,000 =$50,001 -$100,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated =$5,001 -$15,000 =More than $5,000,000 =$100,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000  

Date Report 
MORROW, MARGARET 07118/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing ins/ructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
18. Income during reporting period Gross value end reporting period Transactions during reporting period  
(I) (2) Amount Type (e.g., Code div., rent, (A-H) int.)  (I) Value Code (J-P)  (2) Value Method Code (QW)  (I) Type (e.g., buy, sell, redemption)  (2) Date Month. Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction)
Partial buy 3/16 
Merger 7/2 See note Part VIII 
20. 
-The Bank New York Mellon Partial buy 8/22 Corporation -common stock 

21. 
-Bemis Company Inc. -common stock Partial sale 4113 

22. 
-BP PLC ADR -common stock Partial sale 4/13 

23. 
-Cadbury Schweppes PLC ADR -common 

Partial sale 
stock 
24. 
-Canon Inc. ADR -common stock 

25. 
-Catalina Marketing Corporation -common Final sale 3/9 stock 

26. 
-Cisco Systems Inc. -common stock Partial buy 9114
27. 
Partial sale 1/8 

28. 
-Deere Company -common stock Partial sale I/JO 

-Diageo PLC ADR -common stock Partial sale 7/12 J
30. 
Partial sale 9/11 

31. 
-Eaton Vance Corp. Non VTG -common Partial sale 1/17 stock 

32. 
-ENI S.P.A. ADR -common stock 

-Exxon Mobil Corporation -common stock Partial sale 4/13 
-Partial sale 5/25 Income Gain Codes: =$1,000 less 1,00 -$2,500 =$2,501  $5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns anrl D4)  F=S50,00l -$100,000 =$100,001  $1,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes  "'=S 15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001  Sl,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  
(See Column C2) =Book Value  V=Other =Estimated  

Date Report 
Name Person Reporting 
07/18/2008MORROW, MARGARET 
VII. INVESTMENTS and STS income, value, transactions (Includes those Spouse and dependent 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  
Place "(X)" after each asset exempt fiom prior disclosure  (1) Amount Code (A-H)  (2) Type (e.g., div., rent, int.)  (1) 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)  

35. -Partial sale 7/6
36. Partial sale 7/12
37. Partial sale 7/27 
-Fair Isaac Co. Inc. -common stock Partial sale 4/13
Final sale 
-Bank America -common stock Partial sale 1/24 
41. 
-Final sale 519 

42. 
-General Electric Company -common stock Partial buy 2/6 

Partial sale
-Heineken ADR -common stock 
45. -HSBC Holdings PLC ADR -common Partial sale 7/25 stock
46. Partial sale 11/13 
-Jack Henry Associates Inc. -common stock 
48. 
-JP Morgan Chase Company -common Partial buy 1/22 
stock
49. Partial buy 10/19
50. Partial buy 12/31 
51.  -Microsoft Corporation -common stock  Partial sale  2/16 Income Gain