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Judicial Watch • Mark L Wolf Financial Disclosure Report for 2008

Mark L Wolf Financial Disclosure Report for 2008

Mark L Wolf Financial Disclosure Report for 2008

Page 1: Mark L Wolf Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:10

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Whitehall, Atlantic, Mark L Wolf, money, mutual, dependent, stock, Market, 2008, INVESTMENTS, EPA, transactions, TRUSTS, dividend, IRS, Financial Disclosure, CIA, income, Judge


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Ill. N-INVES TMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

(yours, not spouse's) 2008 U.S. Department State (Per Diem received 2008 for October, 2007) $636.00 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.) 
[Z] NONE (No reportable non-investment income.) 

SOURCE AND TYPE 
IV, REIMBURSEMENTS -transportation, lodging, food, entertainment (Includes those spouse and dependent children; see pp. 25-2 filing instruc/ions.)  NONE (No reportable reimbursements.)  
SOURCE TES  LOCATION  PURPOSE  ITEMS PAID PROVIDED New York Patent Law Associa  3/27  NY,NY  Dinner for Fed. Judiciary  (Transportation, Food, Lodging) GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] 	NONE (No reportable gifts.) SOURCE 

VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing ins/ructions.) 
[Z] 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION 
VALUE CODE 

Name Person Reporting 
Date Report 
Wolf, Mark 
05/ 1/2009 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instrucnons.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during rep0rting period  
(including trust assets)  reporting period  reporting period  

(3) (4)
(2)
(I) 
(2) (I) 
(2) 
(I) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  
exempt from prior disclosure  Code  div., rent,  Code  Method  
(A-H) int.)  (J-P)  Code  
(Q-W) Fidelity USA (Money Market) Dividend Bank America (Checking) Interest 
Type (e.g., buy, sell, redemption) 
Date 
Month-
Day 

Value Gain Code Code (J-P) (A-H) Identity buyer/seller (if private transaction) 
Bank America Savings Interest 
Atlantic Whiteall G.F. (Mutual) Dividend Sold 5/4 (part) 
Sold 5/29 (part) 
AIM Liquid Asset Money Market Fund Interest Money Market) 
AIM Liquid Asset Money Market Fund Interest Money Market) 
Atlantic Whitehall Eq. Inc. Fund (Mutual) Dividend Sold 10/8 (part) 
Atlantic Whitehall Midcap Growth (Mutual) None Sold 12/23 (part) 

JO. McDonalds Corp. (Stock) Dividend 
11. 
Foxborough 5.25% /15/09 Interest 

12. 
EMC Corp. (Stock) 	None 

13. 
Atlantic Whitehall Midcap Growth (Mutual) None Sold 10/8 (part) 

14.  Sold (part) 12/23  
15.  Atlantic Whitehall Growth Fund (Mutual)  Dividend  Sold (part)  10/8  

16. 	Sold 12/16 (part) 
17. Neuberger Berman Genesis Fund (Mutual) Distribution Income Gain Codes: =S1.000 less l,00 $2.500 =$2,50  S5,000  o=ss.001 -m.ooo =m,001  $50,000  
(See Columns and 04) =$50,00I  S100,000 =SI 00.00I 1.000,000 =Sl.000,00t  $5.000.000 =More than $5.000.000 Value Codes 15.000 less =$15,001 -$50.000 =$50,001 -$100.000 =$100,001 -$250,000  
(See Columns and DJ) =$250,001 -$500,000 =$500,00 1.000,000 =$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) =Assessmcnl =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

Name Person Reporting 	Date Report 
Wolf, Mark 	05/11/2099 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 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  

(2) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  
exempt from prior disclosure  Code  div., rent.  Code  Method  
(AH) int.)  (J-P)  Code  
(QW)  

(I)  (2)  (3)  (4)  (5)  
Type (e.g.,  Date  Value  Gain  Identity  
buy, sell,  Month- Code  Code  buyer/seller  
redemption)  Day  (J.P)  (A-H)  (if private  
transaction)  

Shrewsbury Bond Interest 	Matured 8/15 Wtr Poll ABTMT 5.15% 8/1/09 (Bond) Interest 
MBTA Sales Tax 5.25% 7/1/11 (Bond) Interest 
38. Wtr Res Auth 5.25% 8/1/11 (Bond) Interest 

39. 
Norwell FGIC 11115/15 (Bond) Interest 

40. 
Dodge Cox International Stock Fund Distribution Sold 10/8 utual) (part) 

41. 	
12/12 

42. 
First Eagle Overseas Fund (Mutual) None 	Sold 4/8 

Templeton Emerging Markets Fund (Mutual None 	Sold 
44. 	Aim Liquid Assets Fund (Money Mar Interest ket) 
Dodge Cox International Stock Fund Distribution utual) 
46. 
First Eagle Overseas Fund (Mutual) None 	Sold 4/8 

47. 
Templeton Emerging Markets Fund (Mutual None Sold 4/8 

48. 	
Aim Liquid Assets Fund (Money Mar Interest ket) 

Dodge Cox International Stock Fund Distribution Sold I0/24 utual) (part) 
50. 
First Eagle Overseas Fund (Mutual) None 	Sold 
51. Templeton Emerging Markets Fund (Mutual None Sold 4/8 Income Gain Codes: =$1,000 less 1,00  $2,500 =$2,50  $5,000 =s5.oo  m.ooo =$15,00  $50,000  
(See Columns and D4) =$50,00 -$I 00,000 =SI 00,001 -$1,000,000 1,000,00  $5,000,000 =More than $5.000.000 Value Codes 15,000 less 15,00  $50,000 =$50.00  00,000 =$100,00  $250,000  
(See Columns and 03) =$250,001  $500,000 =$500,001 SI ,000,000 1.000.00  $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 =Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: 1,000 less =$1,001 -S2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00 -$50,000 (See Columns and 04) F=S50,00l -SIOO,OOO =SI00.001 -Sl,000,000 1,000,00 -$5,000,000 =More than $5,000.000 Value Codes 15,000 less 15,00 -$50,000 =$50,00 -SI 00,000 100,00 -$250,000 
(See Columns and 03) =$250,00 -$500,000 =$500.001 -$1,000,000 =$1,000,001  $5,000,000 =$5,000,001  $25,000,000 =$25,000,001 -$50, 000,000 =More than $50,000.000 =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated Value Method Codes =Appraisal 

VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children: see PP 34-60 offilinc instructions.J NONE (No reportable income, assets, transactions.) 

Name Person Reporting 
Date Report 
Wolf, Mark 
05/11/2009 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicaleparlo/ReporL) previously reported, many the assets owned 2008 were held and managed investment advisory firm, Atlantic Trust Pell Rudman ("ATPR"). ATPR has provided the information contained this report concerning assets its custody. The information provided ATPR is, the best knowledge, accurate. have not listed Part VII the asset Personal Residence Trust reported Part because have beneficial interest and not this 
time control the purchase, sale, other disposition the asset. 

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 of5 U.S.C. app.  501 et. seq., U.S.C.  7353 and Judicial Conference regulations. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104)