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Judicial Watch • Mark L Wolf Financial Disclosure Report for 2003

Mark L Wolf Financial Disclosure Report for 2003

Mark L Wolf Financial Disclosure Report for 2003

Page 1: Mark L Wolf Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:9

Date Created:February 3, 2005

Date Uploaded to the Library:November 13, 2013

Tags:Mark L Wolf, money, Growth, mutual, trust, Market, 2003, dividend, Financial Disclosure, CIA, income, Judge


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POSITIONS. (Reporting individual only; see pp. 9-13 offiling instructions) NONE -(No reportable positions.) Chair Trustee 
II. AGREEMENTS. 
 
NONE -(No reportable agreements.) 
Spouse's Non-Investment lncom -(If you were married during any portion the reporting year, please complete this section. (dollar amount not required except for honoraria) 

 
NONE (No reportable non-investment income.)

IV. REIMBURSEMENTS -transportation. lodging, food, entcrtairunenL 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) NONE (No such reportable reimbursements.) New York Patent Law Association GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
 NONE (No such reportable gifts.)

VI. LIABILITIES. 
 NONE (No reportable liabilities.) 

Name Person Reporting Date Report 

Wolt: Mark 5/1212004 

VII. INVESThffiNTS and TRUSTS --income, value, 1ranscalions {includes those the spouse and dependent children. See pp. J4-57 ming instructions.)  
Description Assets (including tnist assets)  Income during repcxting period  Gross value end reportin period  Transactions during reporting period not e.'tempt from disclosure  

(!) (2) (I) (2) (I) 
(S) 
Place "(X)" after each asset exempt Amount Type 

Value Value Type (e.g. Date: 
Code2 Method buy, sell. Month-
Identity 
Value Gain 
buyer/seller
Code2 	Code
from prior disclosure 
Code div. 
rent 

(A-H) int) (J-P) Code3 merger, Day 
(ifprivate
(J-P) (A-
redemption)

(Q-W) 
transaction) 

DNONE  (No reportable income, assets, trausactions)  Fidelity USA (Money Market)  Dividend  Fidelity Fund (Mutual)  Dividend  Fleet Bank (Checking)  Interest  Fleet Bank Savings  Interest  

Public Storage (Corp) Dividend 	
Fidelity Fund (Mutual) Dividend 	
Fidelity Puritan Balanced Fund (Mutual) Dividend 	
Atlantic Trust Pell Rudman ("ATPR") Eq. Growth Dividend part sold 2115 Fund 	
AIM Liquid Asset Money Market Fund (Money Interest 

Marlcet) 

10. AIM Liquid Asset Money Market Fund (Money Interest Market) 
11. 12.  ATPR Equity Income (formerly ATPR Conver tible Fund) ATPR Midcap Growth (Common Trust)  Dividend Dividend  part sold  2/15  
13.  ATPR Int'l Growth (Common Trust)  Dividend  sold  2/15  
14.  ATPR Int'l Growth (Common Trust)  Dividend  sold  8129  
15. 16.  Dighton Rehoboth Regional Sch. 5.15% 1115105 (Bond) McDonalds Corp. (Stock)  Interest Dividend  
17.  ATPR Int'! Growth (Common Trust)  Dividend  sold  8/29  
18. HFA Single Family 5.25% 1211/06 (Bond)  Interest  part sold  8/15  Income/Gain Codes: (See Columns and 04)  -s1.ooo less $50.001-S I00,000  -Sl,001-$2,500 00,001-$1,000,000  $2,SOl-$5,000 -s1.ooo,001-ss.ooo,ooo -ss,OOl-Sl5,000 =More than SS,000,000   $15,001-$50,000 Value Codes: $15,000 less $15,001-$50,000 $50,001-$100,000 $100,001-$250,000  
(See Columns and D3) $250,000-$500,000  =SSOO,OCll-$1,000,000  =SJ,000,001-$5,000,000 S5,000,00J-S2S,OOO,OOO $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  =Other  =Estimated  

Name Person Reporting 
Date Report 

Wolf, MarkL 
5/12/2004. 

VII. INVESTMENTS and TRUSTS --income. v:ilue, lranscations (inclndes !hose tile spouse and dependent cildren. See pp. 34-57 filing instructions.) lncome during Gross value end Transactions during reporting period Description Assels 
reponing period reporting period 
(including trust assets) 
(1) (2) 
(1) 
(2) 
Ifnot exempt from disclo.o;ure 

Place "(X)" after CllCh asset e.empt 	Type (e.g. 
Amowil Type (e.g. Value Value Date: Value Identit 
from prior disclosure 	buy, sell. Month
Code2 Method 
Code div. rent. 	Code2 Code buye rfseller 
{A-H) int) (J-P) Code3 merp, Day 
(Q-W) redemption) (A-(if private 
ll'allSllllhOR) 

19. Foxborough 5.25% 11/15/09 
20. 
Merrill Lynch Global Allocation (Mutual) 

21. Turnpike Auth. 5.1 l/l/08 (Bond) 

22. 
Boston Series 2/1/03 (Bond) 

23. Cons. MBIASERD 5.5% (Bond) 

24. HEFA Caregroup MBIA 7/1104 (Bond) 

25. REF (FGIC) 8/1/04 
26. 
ATPR Muni Tax Exempt (Common Trust) 

27. 
EMC Corp. (Stock) 	None 

28. 
ATPR MidCap Growth (Common Trust) Dividend 

29. 
ATPR Midcap Growth (Common Trust) Dividend 

30. 
AIM Liquid Assets lmoney Market) Interest 

31. TPR Equity Growth (Common Trust) Dividend 

32. TPR Equity Growth (Common Trust) Dividend  Interest  Dividend  Interest  Interest  Interest  Interest  Interest  Dividend  
redemption  2/1  
exchange sold  1122 11/20  exchange for no.47 57  sold  2/15  bought various  
dates  sold  2/15  bought various dates  sold  2/15  bought various dates  

Neuberger Berman Genesis Fund (Mutual) Dividend 
LILO, LLC (Limited Liability Corp.) Dividend 
36. 
 Blues Partners (Limited Partnership)  None 
AIM Liquid Assets (Money Mark"Ct)  Interest  

 Sl5,00!-S50,000

Codes: -$1,000 less Sl,001-$2.500 -$2,501-$5,000 =SS,001-SIS,OOO 
(See Columns and D4) $50,001-S!OO,OOO -SI00,001-$1,000,000 =Sl,000,001-$5,000,000 =More than $5,000,000 
Income/Gain 
Value Codes: -$15,000 less =$15,001-$50,000 SS0,001-$100,000 $100,001-$250,000 

(See Columns and 03) -$250,000-$500,000 SS00,001-$1,000,000 =Sl,000,001-$5,000,000 $5,000,001-$25,000,000 $25.000,001-SS0,000,000 $More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash/Market 
(See Column C2) =Book Value =Other -Estimated 

FINAl'iCIAL DISCLOSURE REPORT 
Date ofRpon
Name Person Reporting 

Wolf, Marie 
5/1212004 

VII. INVES ThIENTS and TRUSTS income, value, transcati ons (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) 

Income during Gross value end 
Transactions during reporting period 
Description Assets 

reporting period 	reporting period 
(including trust assets) 
Ifnot exempt from disclosure
(I)
(2)
(2) (I) 
(2) 
(3) (4) 
Place "(X)" after ench asset exempt 
Type (e.g. Date:

Value Value
TypeAmount ldentilyof
Value Gain 
from prior disclosure 
buy, sell. Month

Code2 Method
Code! div. rent. 
buyer/seller
Code2 Code 

Code3 
merger, Day
(A-H) int.) (A-(if private 

(Q-W) 
redemption) 
transaction) 

55.  Atlantic Whitehall Intern. Fund (Mut. Fd.) (form. ATPR)  Dividend  buy  bought various elates  
56.  Dodge Cox Stock Fund (Mutual Fund)  Dividend  buy  bought various dates HEFA Caregroup ETM 7/1/04 Interest 

-$1,001-$2,500 $2,SOI-SS ,000  $5,001-S 15,000 S15,001-SS0,000 Income/Gain Codes: $1,000 orless Sl,000,001-SS,000,000 =More than $5,000,000
(See Columns and 04) $50,001-$100,000 $100,001-$1,000,000 $15,001-$50,000 $50,001-$100,000 $100,001-$250,000 Value Codes: $15,000 less 
 $500,001-Sl,000,000 $1,000,00l-S5,000,000  S5,000,00!-S25,000,000 
(See Columns and 03) $250,000-SS00,000 S'.!5.000,001-SS0,000,000 $More than SS0,000,000 
=Appraisal =Cost (Real Estate Only) Assessment =Cash/Market ValueMetl1odCodes =Other Estimated

(See Column C2) -Book Value 
Name Person Reporting 
Date Report 

Wolf, MarkL 
S/12/2004 

VIII. ADDITIONAL INFORMATION EXPLANATIONS (Indicate part Report.) previously reported, many the assets owned mmy are managed held investment advisory firm, Atlantic Trust Pell Rudman ("ATPR"). ATPR has provided the information contained this report concerning the assets its custody. The information provided ATPR is, the best knowledge, accurate. 
The bond listed Section VII, line was, stated 2002 Report, refinanced and replaced with two bonds. January 22, 2003, the bond listed line was exchanged for the bond listed line 47. The second bond resulting from the 2002 refinancing listed line 57. 
The mutual funds listed Section VII, lines 28, 31, and were each sold the dates, and for the amowits, stated. They were each bought again later 2003, various dates, for aggregate amount the range the gross value reported column (C)(I). 

Signature Date SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104)