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Judicial Watch • Mary M. Lisi – 2007

Mary M. Lisi – 2007

Mary M. Lisi – 2007

Page 1: Mary M. Lisi – 2007

Category:Federal Judges

Number of Pages:7

Date Created:November 11, 2008

Date Uploaded to the Library:November 16, 2014

Tags:Mary M Lisi, American, Growth, filing, 2007, spouse, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Member University Rhode Island Presidents Council 
Member ABA -National Conference Federal Trial Court Judges Executive Committee 
 
,......, 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[2J NONE (No reportable agreements.) 
 
 
 
 
Date Report 
Name Person Reporting 
Lisi, MaryM 
04/29/2008 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
 
 
 
INCOME 
(yours, not spouses) Spouses Non-Investment Income -I/you were maied during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 2007 self-employed attorney 
 
 
IV. REIMBURSEMENTS -transportation, lodging,food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.} NONE (No reportable reimbursements.) GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] 	NONE (No reportable gifts.) SOURCE DESCRIPTION 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing Instructions.) 
[Z] NONE (No reportable liabilities.) 
 
VALUE CODE 
 
 
 
 
Name Person Reporting 
Date Report 
Lisi, Mary 
04/29/2008 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instrucwns.J NONE (No reportable income, assets, transactions.) 
 
(including trust assets) reporting period reporting period 
Place (X) after each asset exempt from prior disclosure Lincoln National Life Ins. Co., deferred Interest 
(I) Amount Code (A-H) (2) Type (e.g., div., rent, int.) (I) 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 (ifprivate transaction) 
 
income Citizens Bank, Providence, NOW Interest Account 
Nuveen Insured Municipal Bond Fund Dividend 
Citizens Bank -IRA (cash equivilent) Interest Citizens Bank -IRA (cash equivilent) Interest 
Bank RI-CD Interest 
40J(K) Retirement Plan Dividend 
-Dreyfus Bond Market Index Fund 
 
-Federated Capital Appreciation Fund 
10. 
-Janus Advisor Flexible Income Fund 
 
11. 
-MFS Total Return Fund 
 
12. 
-MFS Global Equity Fund 
 
13. 
IRA -American Funds Dividend 
 
14. 
-EuroPacific Growth Fund 
 
15. 
-The Growth Fund America 
 
16. 
-American Mutual Fund 
 
17. 
-The Bond Fund America Income Gain Codes: 1,000 less =Sl ,001 -S2,500 =$2,501 -S5,000 =S5,00I -Sl 5,000 15,00 -$50,000 
(See Columns and D4) =$50,001 -$100,000 G=SIOO,OOl -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 Jess =$15,001 -$50,000 =$50,001 -SI00,000 100,00 -$250,000 
(See Columns and DJ) =$250,00 -$500,000 =S500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -S25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Meth Codes =Appr aisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
Date Report 
Name Person Reporting 
04/29/2008 
Lisi, Mary 
VII. INVESTMENTS and TRUSTS inwme, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 offiling tructions.J NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Place (X) after each asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) 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) Date Month Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
18. -Capitol World Bond Fund 
19. American Funds Dividend 
20. -EuroPacific Growth Fund 
21. -The Growth Fund America 
22. -American Mutual Fund Income Gain Codes: 1,000 less =Sl,001 -$2,500 =$2,501  S5,000 =S5,001 -Sl5,000 =S15,001 -$50,000 Columns and D4) =$50,001 -SI00,000 =$100,0-0!. SI,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  $50.000 =$50,001-$100,000 100,001  $250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001  Sl,000,000 =Sl,000,001  Q00,000 =$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 =Oth ::::Estimated 
 
 
 
Name Person Reportine 
Date Report 
Lisi, MaryM 
04/29/2008 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicale parto/Report.) 
 
 
 
 
Name Person Reporting 
Date Report 
04/29/2008 
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. 
 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE TIDS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
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