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Judicial Watch • Marjorie O Rendell Financial Disclosure Report for 2006

Marjorie O Rendell Financial Disclosure Report for 2006

Marjorie O Rendell Financial Disclosure Report for 2006

Page 1: Marjorie O Rendell Financial Disclosure Report for 2006

Category:Financial Disclosure

Number of Pages:12

Date Created:August 31, 2007

Date Uploaded to the Library:November 13, 2013

Tags:rendell, Marjorie, Marjorie O Rendell, Equity, Growth, Market, 2006, INVESTMENTS, transactions, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government Act 1978 
Rev. J/2007 
FOR CALENDAR YEAR 2006 U.S.C. app. JOI-I Person Reporting (last name, first, middle initial) 'Rendell, Marjorie Court Organization USCA -3CA -Philadelphia Date Report 05/14/2007 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) Circuit Court Judge (Active)  5a. Report Type (check appropriate type) Nomination, Date Initial  Annual Final Reporting Period 01/01/2006 12/31/2006 cer  
5b. Amended Report Chambers Office Address U.S. Court Appeals 601 Market Street, Room 21613 Philadelphia, 19106-1598 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing OffiDate  

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITI NS. (Reporting individual only; see pp. 9-13 instructions.)  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY  Chair venue the Arts, Inc.  

Director Regional Performing Arts Center 
Chair, Board Overseers School Nursing, University Pennsylva3. Board member Penn Medicine 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 ofinstructwns.) (KJ NONE (No reportable agreements.) 

PARTIES AND TERMS 

FINANCIAL DISCLOSURE REPORl' 
05/ 14/2007 
'Rendell, Marjorie 
Ill. 0N-INVESTMENT INCO ME, (Reporting individual and spouse; see pp. 17-24 instructions.) Filer's Non-Investment Income [Kl NONE (No reportable non-investment income.)  
SOURCE AND TYPE  INCOME (yolirs, not spouse's) Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complere this section. 
(Dollar amount not required except for hanoraria.) NONE (No reportable non-investment income.) 

AND TYPE 
1.2006 Philadelphia Sports Media L.P. -TV Sports Commentator 

Commonwealth Pennsylvania -earnings for services Governor 
City Philadelphia -pension 
IV, REIMBURSEMENTS -transportation, lodging.food, entertainment 
(Includes those spouse and dependent children. See pp. 25-27 a/instructions.)  NONE (No reportable reimbursements.)  
SOURCE  DESCRIPTION  Turnaround Management Association (TMA)  TMA Annual Conference, March -25, 2006, Phoenix, (keynote speaker); hotel, air fare, ground transportation, meals  American Bankruptcy Institute (AB!)  AB! Conference, 4/20 23, 2006, Washington, D.C. (speaker -Judges Roundtable); train fare, taxi fares  National Association Chapter Thirteen Trustees (NACTI)  NACTT Annual Meeting, June -July 2006, Denver, (speaker -BAPCAP Panel); hotel, air fare, ground transportation  National Conference Bankruptcy Judges (NCBJ)  NCBJ Annual Conference, November -4, 2006, San Francisco, (speaker two panels); hotel, air fare, ground transportation, meals  

05/14/2007
'Rendell, Marjorie 

05/14/2007
'Rendell, Marjorie GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) NONE (No reportable gifts.) 
SOURCE  
 VALUE  honorary golf membership -See VIII  Torresdale-Frankford Country Club 0.0  honorary golf membership -See VIII  West Shore Country Club 0.0  

honorary golf membership -See Blue Ridge Country Club 0.0 VIII 
VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-33 instructions.) NONE (No reportable liabilities.) CREDITOR Cape Savings Bank, Cape May, DESCRIPTION Construction/permanent loan rental property  VALUE CODE  

05/14/2007
'Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those the spouse and dependent children. see PP 14-60 offiting instrucuons.J 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 Code (J-P)  (2) Value Method Code3 (Q-W)  (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) Schwab Adv Cash Reserv Prem Cash Dividend Federated 1-3 year Gov't Sec. Dividend 
Adams Harkness Sm. Cap Dividend Buy 02/02 Brandywine Dividend 
DFA one year fixed Dividend 
DFA U.S. Micro Cap 9-10 Small (form. Dividend 
9-10 Small) 
DFA Large Cap Value Dividend PartSell 08/02 
DFA Emerging Mkts Core Equity Dividend 
DFA Intl Value Dividend Buy 10/26 

10. 
DFA Small Cap Value Dividend Buy 10/26 

11. 
Dodge Cox stock Dividend PartSell 08/02 

12. 
FAM Value None Sell 08/02 

FAM Value None Sell 10/26 
14. 
Fasciano Dividend 
15. 
First Eagle Overseas Dividend Buy 08/02 

16. 
Hotchkis Wiley Large Cap Value Dividend 

17. 
Janus Fund Dividend Inco Gain Codes: 1,000 less =Sl,001 -$2,500 =$2,501 -$5,000 45,001 -Sl5,000 =Sl5,00I -$50,000  
(See Columns and 04) =$50,001  SI00,000 =SI00,001 -$1,000,000 =Sl,000,001 -S5.ooo.ooo =More than S5,000,000 Value Codes =$15,000 less =$15.001 -$50.000 =$50,001 -$100,000 =$100,001 -S250,000  
(See Columns and 03) =$250,001 -S500,000 =$500,001 -SI,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 SS0,000,000 =Cas Market  
(See Column C2)  Q=Appraisal =Other =Assessment =Book Value =Esti mated  

05/14/2007
'Rendell, Marjorie 

VII. INVESTMENTS and TRUSTS -income, value, transacuons r1nc1udes those the 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 Code (J-P)  (2) Value Method Code3 (Q-W)  (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)  

18. 	
Janus Overseas Fund Dividend 

19. 	
Royce Opportunity Dividend Part-Sell 10/26 
20. 	
Royce Value Plus Dividend Buy 10/26 

21. 	
Morgan Stanley Emerging Mkts. Dividend 

22. 	
Morgan Stanley lnt's Equity Dividend 

23. 	
William Blair Cap Growth Dividend 

24. 	
Hotchkis Wiley Mid-Cap Value Dividend 

25. 	
Stoneridge Small Cap Dividend Part Sell 02102 
26. 	
Third Avenue Intl Value Dividend Buy 08/02 

27. 	
Thornburg Intl Value Dividend Buy 08/02 

28. 	
Westcore Intl Frontier Dividend 

29. 	
Julius Baer Int'! Equity Dividend 

30. 	
West.core Mid-Cap Oppty Dividend 

31. 	
West.core MIDCO Growth Dividend 

32. 	
Schwab Adv Cash Reserv Prem Cash Dividend (form cash) 

33. 	
FirstEagle SoGen Global Class (form. Dividend SoGen Int'!) 

34. 	
William Blair Growth Dividend Income Gain Codes: =$1,000 less =Sl,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 5,00  $50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,001  Sl,000,000 =$1,000,001. $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001  SI00,000 =$100,001  $250,000  
(See Columns and D3) =$250,001 -S500,000 =$500,001  Sl.000,000 =Sl,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  V=Other =Assessment =Book Value =Estimated  

'Rendell, Marjorie 
05/14/2007 
VII. INVESTMENTS and STS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: 1,000 less =Sl,001 -$2,500 =$2,501 -S5,000 =$5,001 -$15,000 15,00 -$50,000  
(See Columns and D4) =$50,001 -SI00,000  G=SI 00,00 1,000,000 =SI,000,001 -$5,000,000 =More than $5,000,000 Valu Codes 15,000 less =SI 5,001 -$50,000 =$50,001 -$100,000 =SI00,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Val Method Cod =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2)  Q=Appraisal =Other =Assessment =Book Value =Estimated  

05/14/2007
'Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS :.. income, value, transactions r1ncludes those the 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  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(l)  (2)  (I)  (2)  (l)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.  Value  Value  Type (e.g.  Date  Value  Gain  Identity  
Code  div.? rent,  Code  Method  buy, sell,  Month- Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

52. 	
Dodge Cox stock Dividend 

53. 	
Morgan Stanley Int'! Equity Dividend 

Beckman Coulter Dividend 
55. 	
Coca Cola Dividend 

56. 	
Federal Nat'! Mortgage Assoc. Dividend 

57. 	
General Electric -common stock Dividend 

58. 	
McDonalds Corp. Dividend Gift 11/17 

59. 	
GlaxoSmithKline (form. Dividend SmithKlineBeecham) 

60. 	
Wal-Mart Stores, Inc. Dividend 

61. 	
Baron Growth Dividend PartSell 10/18 

62. 	
Brandywine Dividend 

63. 	
DFA Emerging Markets Core Equity Dividend 

64. 	
DFA Tax Managed Intl Value Dividend Buy 10/18 

65. 	
DFA Tax Managed Intl Value Dividend Buy 08/02 

66. 	
DFA Tax Mgd Small Cap Value (form. Dividend Part Sell 08/02 5-10 Value) 

67. 	
DFA Tax Mgd Mktwide Value Dividend 

68. 	
DFA Micro Cap (form. 9-10 Micro Dividend Part Sell 10/18  Gift Income Gain Codes: 1,000 less =Sl,001 -S2,500 =S2,501 -$5,000 =$5,001 -Sl5,000 15,00 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =SI00,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000  Value Codes =$15,000 less =SI 5,001 -$50,000 =S50,00I -SI00,000 =SI00,001 -$250,000  
(See Columns and 03) =$250,001 -$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 SS0,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment =Book Value =Estimated  

'Rendell, Marjorie 
05/14/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the 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 
69. Dodge Cox Stock  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.  Value  Value  Type (e.g.  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month- Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Dividend Part Sell 10/18 
70. Dodge Cox Stock Dividend Part Sell 08/02 
71. 
First Eagle Overseas CL! Dividend 

72. 
Hitchkis Wiley Large Cap Value Dividend 

Janus Fund Dividend 
74. 
Janus Mid Cap Value Dividend 

75. 
Janus Overseas Fund Dividend 

76. 
Julius Baer Intl Equity Dividend 

Morgan Stanley Int'] Equity  Dividend Fasciano Fund  Dividend  
Royce Opportunity Fund  Dividend  

80. 
Schwab Money Market Cash Dividend 

81. 
Sound Shore 

Dividend 

82. 
Third Avenue Intl Value Dividend 

83. 
Westcore Midco Growth Dividend 

84. 
Westcore Growth Fund Dividend 

85. 
Westcore Intl Frontier Fund Dividend Buy 10/18 Income Gain Codes: 1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4)  F=$50,001 -SI00,000 =SI00,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =Sl5,000 less =$15,001 -$50,000 =$50,001 -$100,000 =SI00,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -Sl,000,000 =Sl,OOO,OOl -$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  V=Other =Assessment =Book Value  W=Estimated  

'Rendell, Marjorie 
05/14/2007 
VII. INVESTMENTS and TRUSTS -income, varue, transactions (Includes those the spouse and dependent children. see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
86. 
William Blair Large Cap Growth  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.  Value  Value  Type (e.g.  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Dividend 
87. 
86. Federated Short Term Muni Bond Fund Dividend 

88. 
Shroder Muni Bond Fund Dividend 
DuPont -common stock Dividend 
DFA Tax Mgd U.S. 5-10 Value Dividend PartSell 04/19 
91. Dodge Cox Stock Dividend Part Sell 04/19 
92. Janus Overseas Fund Dividend
93. Fasciano Dividend Part Sell 04/19 
96. 
First Eagle SoGen Global Class (form Dividend SoGen Int'!) 
Sound Shore Dividend 
Schwab Money Market Fund Dividend 
Westcore Growth Fund Dividend 
98. Rental property Ocean City, (2000 Rent $645,000) Income Gain Codes: 1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =S5,00I  $15,000 =$15,001  $50,000  
(See Columns and 04)  F=S50,00 -$I 00,000 =$100,001 -$1,000,000 =Sl,000,001  $5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =$50,001  $100,000 =SI00,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001  $1,000,000 =Sl,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)  Q=Appraisal  V=Other =Assessment =Book Value =Estimated  

05/14/2007
'Rendell, Marjorie 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicale parto/Report.) 
Part GIFTS 
Honorary golf memberships with Torresdale-Frankford Country Club, West Shore Country Club, and Blue Ridge Country Club: If! were become member these clubs, certain that initial fees and ongoing fees would several thousands dollars; however, use these memberships infrequently, and estimate the value me, based use, less than thousand dollars. 
Part VII. INVESTMENTS and TRUSTS 
GIFTS -Item line was contribution the llFund (managed the Schwab Fund for Charitable Giving). 

05/14/2007
'Rendell, Marjorie 
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 seq., U.S.C.  7353, and Judicial Conference regulations. 
Signature 
AND CRIMINAL 

FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544



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