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Judicial Watch • Marjorie O Rendell Financial Disclosure Report for 2008

Marjorie O Rendell Financial Disclosure Report for 2008

Marjorie O Rendell Financial Disclosure Report for 2008

Page 1: Marjorie O Rendell Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:13

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Westcore, rendell, Marjorie, Marjorie O Rendell, Equity, Small, Growth, Estate, 2008, EPA, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Rendell_Marjorie_O 

(yours, not spouse's) Spouse's Non-Investment Income -If 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.) 
SOURCE AND TYPE 2008  Philadelphia Sports Media L.P. -TV Sports Commentator  
2.2008  Commonwealth Pennsylvania -earnings for services Governor  
3.2008  City Philadelphia -pension  
4.2008  University Pennsylvania -Instructor  
5.2008 rrah's Chester Casino Racetrack; gambling winnings  

IV. REIMBURSEMENTS -transportation, lodging, food, entertainmen' 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 
SOURCE DATES ITEMS PAID First Amendment Center 05113/08 Newseum -Wash, Conference Hotel, meals, transportation NONE (No reportable gifts.) 
SOURCE VALUE honorary golf membership-resigned 	Torresdale-Frankford Country Club $0.00 10/23/08 See VIII 
honorary golf membership -resigned West Shore Country Club $0.00 I0/23/08 --See VIII 
honorary golf membership -resigned Blue Ridge Country Club $0.00 I0/23/08 --See VIII 
Philadelphia Orchestra Academy Ball tickets 	$560.00 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) Cape Savings ank, Cape May, Mortgage rental property 
Marriott Ownership Resorts, Inc. Loan time share units 

05/14/2009
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependet children; see PP 34-60 filing instructions.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.)  (!) Value Code (J-P)  (2) Value Method Code (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 08/28 (add'!) 
Brandywine Dividend one year fixed Dividend 
DFA U.S. Micro Cap 9-10 Small (formerly Dividend 9-10 Small) 
DFA Large Cap Value Dividend Emerging Mkts Core Equity Dividend 
DFA Intl Value Dividend 

10. 
DFA Small Cap Value Dividend 

11. 
Dodge Cox stock Dividend 

12. 
Neuberger Berman Genesis (formerly Fasc Dividend Sold 10/30 iano-See VIII) 

13. 
First Eagle Overseas Dividend 

14. 
Hotchkis Wiley Large Cap Value Dividend 

15. 
Janus Fund Dividend 

16. 
Janus Overseas Fund Dividend PartSell 11102 
Royce Opportunity Dividend Part-Sell 10/26 Income Gain Codes: =SI,000 orless 1.00  $2,500  c=$2,501  $5,000 =$5,001-$15,000 =$15,001 -$50,000  
(See Columns and D4)  F=$50,001  $100,000 -SI00.001 -$1,000,000 =$1,000,001 -$5,000,000 =Morethan $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000  L=$50,001 -$100,000  M=SI00,001-$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001  $1,000,000 =Sl,000,001 -$5, 000,000 =s5,ooo,001  s25,ooo,ooo =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =AppraiSal =Cost (Real Estate Only) =Assessment  T=Cai.h Madcet  
(See Column C2) =Book Value  V=Otber  W=Estimated  

05/14/2009
Rendell, Marjorie 
VII. INVESTMENTS and STS income, value, transactions (Includes tllose spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Gross value end 
Income during 
Description Assets 
reporting period 
reporting period 
(including trust assets) 
(!) 
(2) 
(3)
(2) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code2 (J-P)  Value Method Code3 (Q-W)  
18.  Royce Value Plus  Dividend  

Type (e.g., buy, sell, redemption) 
Date 
Month-
Day 

Value  Gain  Identity  
Code2  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction)  

Morgan Stanley Emerging Mkts. Dividend 
20. 
Morgan Stanley Int's Equity Dividend 

21. 
William Blair Cap Growth Dividend 

22. 
Hotchkis Wiley Mid-Cap Value Dividend 

Stoneridge Small Cap None Sold 08/28 
24. 
Third Avenue Intl Value Dividend 

25. 
Thornbur Intl Value Dividend 

26. 
Westcore Intl Frontier Dividend 

27. 
Artio Int'! Equity Fund (formerly Julius Baer Dividend Int'! Equity) 

28. 
Westcore Mid-Cap Oppty Dividend 

29. 
Westcore MIDCO Growth Dividend 

30. 
Turner Small Cap Equity Dividend Buy 10/30 

31. 
Schwab Adv Cash Reserv Prem Cash (fo Dividend rmerly cash) 

FirstEagle SoGen Global Class (formerly Dividend SoGen Int'!) 
33. 
William Blair Growth Dividend 

34. 
Thornberg Value Fund Dividend Income Gain Codes: =Sl,000 less =$1,001 -$2,500  c=$2,501 -$5,000  0=$5,001-$15,000 =$15,001 -$50,000  
(See Columns aod 04)  F=$50,00 -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5.000,000  lJ2 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =s5o,oo 100.000 =s100,001-s25o,ooo  
(See Columns and 03) =$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 tbao $50.000,000 Value Metboo Codes =Appraisal =Cost (Real Estate Ooly)  S=Assessment  T=C.;gbMarket  
(See Column C2) =Book Value  V=Otber =Estimated  

05/14/2009
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS income, vatue, transactions (lnctudes t1iose spouse and dependent cliildren; see PP 14-60 filing mstructions.J NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Gross value end 
Income during 
Description Assets 
reporting period 
reporting period 
(including trust assets) 
(2)
(1) 
(2) 
(I) 
(3) (5) 
Identity 
Gain
Value
Date
Value
Value 
Type (e.g.,
Amount 
Type (e.g.,
Place "(X)" after each asset 
Code 
buyer/seller
Code 
Code
Month-
Code 
Method 
buy, sell, 
div., rent, 
exempt from prior disclosure 
(A-H) 
(if private
Day
Code3 
redemption) int.) 
(A-H)
(J-P)
(J-P) 
transaction) 
35. Schwab Adv Cash Reserv Prem Cash Dividend 
DFA One Fixed Dividend 
37. DFA Emerging Markets Core Equity Dividend 
DFA Intl Value Dividend 
39. 
Hotchkis Wiley Large Cap Value Dividend 

40. 
Federated 1-3 Yr. U.S. Gov't Sec. Dividend 

41. 
Artio Int'l Equity Fund (formerly Julius Dividend Int1 Equity) 

42. 
Morgan Stanley Int'l Equity Dividend 

43. 
Neuberger Berman Genesis Dividend Sold 10/30 

44. 
Royce Opportunity Fund Dividend 

45. 
Third Ave Intl Value Dividend 

46. 
Turner Core Growth Dividend 

47. 
Turner Small Cap Equity Dividend Buy 10/30 

48. 
Westcore Mid Cap Opportunity Dividend 

49. 
Westcore MidcoGrowth Dividend 

Schwab Adv Cash Reserv Prem Cash (for Dividend mMMCash) Brandywine Fund Dividend 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 04) =$50,001 -$100,000 =S!00,001 -Sl,000,000  Hl=$1,000,00I -$5,000,000  H2.".'Mor  $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001-$100,000 =SI00,001-$250,000  
(See Columns and 03) =$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  T=CashMarleet  
(See Column C2) =Book Value  V=Other =Estimated  

05/14/2009

Rendell, Marjorie
VII. INVE STME!'f and TRUSTS -income, value, transactions