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Judicial Watch • Michael M Baylson Financial Disclosure Report for 2007

Michael M Baylson Financial Disclosure Report for 2007

Michael M Baylson Financial Disclosure Report for 2007

Page 1: Michael M Baylson Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:18

Date Created:November 19, 2008

Date Uploaded to the Library:November 13, 2013

Tags:Baylson, Michael M Baylson, michael, Growth, Market, 2007, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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EASTERN DISTRICT PENNSYLVANIA 
3810 United States Courthouse 
Sixth and Market Streets 

Chambers 
Michael Bay/son August 2008 

United States District Judge 	,..__,
Honorable Ortrie Smith, Chair 	(/) Committee Financial Disclosure ,-;-; o:::::. 
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Administrative Office the U.S. Courts 	G')
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Suite 2-301 	:::::o-:. 
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One Columbus Circle, 	oJ:::-< 
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Washington, 20544 
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Dear Judge Smith: response your letter July 11, 2008, wish provide the additional information you requested. 
With regard Schroder Short-Term Muni-Brokerage #1, wish advise you that this asset was purchased, and partially sold, during 2007. Accordingly, Column (2) should include the date August 27, 2007 and Column (3) should include value code "L." hope this responsive your request and satisfies your questions. 

UNITED SI'ATES DISTRICT COURT SELF INITIATED 
EASTERN DISTRICT PENNSYLVANL4 

AMENDMENT 
3810 United States Courthouse 
Sixth and Market Streets 

Philadelphia, Pennsylvania 19106-1741 

Chambers Michael Bay/son United States District Judge May 22, 2008 	.,.__, CJ) ,,, :;:::...
o::;:-; 
(/);; 

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Committee Financial Disclosure niCJ Administrative Office the U.S. Courts 
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Suite 2-301 c;;>
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One Columbus Circle, f11 Washington, 20544 ...J 
Dear Sir/Madam: 

Non-Investment Income. -had non-investment income from Thomas Jefferson 
Hospital during 2007. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Director (resigned March 2007) Conservation Center for Art and Historic Artifacts 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
(/) :;;;:gD NONE (No reportable agreements.)  
r--,..., ::0
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(/) - (")
::::O::J'.:: 1'-.) 

rein 111 2002 Duane Morris LLP; $80,000 per year for five years, commencing 2003. 

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

SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's Non-Investment Income -lf 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 2007 Philadelphia Fertility Institute 
IV. REIMBURSEMENTS -transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 

Date Report 
Baylson, Michael 
05/14/2008 GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing 
instructions.) 
[ZJ NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.)  CREDITOR Ameritrade  margin loan  DESCRIPTION  VALUE CODE 

Date Report 
Baylson, Michael 
05/14/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r111c1udes 11wse spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(ineluding trust assets) 

Place "(X)" after each asset 
exernpt from prior disclosure  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(1)  (2)  (1)  (2)  (I)  (3)  (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) Avaya None sell 10/26 Exxon Mobil Corp. Dividend sell partial 01/19 Income Gain Codes: =Sl ,000 less =$1,001 -$2,500 s2,501. S5,ooo =$5,001. Sl5,000 5,00  S50,000  
(See Columns and 04) =$50,00  00,000 =SI 00,00  1,000,000 1,000,00  $5,000,000 "=More than $5,000,000 Value Codes =Sl5,000 less =Sl5,00I  $50,000 s5o,oo 100,000 =SI 00,00  S250,000  
(See Columns and 03) =$250,001. $500,000 =$500,00  1,000,000 =Si,OOO,OOl -S5,000,000 =S5,000,00I S25,000,000 =$25,000,001 -S50,000,000 =More than S50,000,000 Value Method Codes =Appraisal :=Cost (Real Es1ate Only) ""Assessment Cash Market  
(See Column C2) =Book Value =Other =Estimated  

---------.. ------..
Date Report 
Baylson, Michael 
05/14/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children,-see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) Description Assets (including trust assets)  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  

(!) 
(I) 
(2) (l) (3) 
(5) 
Type (e.g.,
Amount 
Value 
Value Type (e.g., Date Value 
Gain 
Identity 
Place "(X)" after each asset 
Code 
div., rent, 
Code 
Method buy, sell, Month-Code Code 
buyer/seller
exempt from prior disclosure (A-HJ 
Code redemption) Day int.) 
(J-P) 
(J-P) (if private 
transaction)
(Q-W) 
18. 
E4L Inc. None 

19. 
General Electric Co. Dividend 

20.  General Motors Corp.  Dividend  
21.  General Motors Corp. Class New  None  
22.  International Business Machines  Dividend  
23.  J.P. Morgan Chase Co. Common New  Dividend  

24. 
Keycorp. New Dividend 

25. 
Alcatel-Lucent Dividend 

26. 
MHM Services Inc. None 

27. 
Motorola Inc. Dividend 

28. 
NCR Corp. None 

PNC Financial Services Corp. Dividend 
30. 
Prologis Trust SB! Dividend 

31. 
TPI Enterprise, Inc. None 

32. 
Wachovia Corp. 2nd Dividend 

33. 
Walmart Mexico Sponsored ADR Dividend 

34.  Western Digital Corp. Del  None Income Gain Codes: (See Columns and 04) Value Codes (See Columns and D3) 1,000 less =$50,001 -SJ00,000 ""515,000 less =S250,00! -S500,000 s1,001 -s2,500 =SJ00,001 -SJ,000,000 =$15,00J -$50,000 =S500,00J 1,000,000 =S2,50 -S5,000 =$!,000,001-$5,000,000 =$50,00 -SI 00,000 =Sl,op0,001 -$5,000,000 =S5,00J -Sl5,000 More than $5,000,000 SJ00,001 -$250,000 =55,000,001 -S25,000,000 =Sl5,00I -$50,000 =$25,000,00J -S50,000,000 =More than S50,000,000 Value Method Codes "'Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V""Other =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nctudes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
Gross value end 
Income during 
Transactions during reporting period 
reporting period 
reporting period 
(including trust assets) 
(2) (3)
(I) 
Amount 
Type (e.g., Value
Place "(X)" after each asset 
Code 
div., rent, Code
exempt from prior disclosure 
(A-H) int.) (J-P) 
Franklin Mutual Ser Fund Inc. Dividend 
Munder Funds Inc. Nelnet Fund Class None 
Value Method Code (Q-W) 
Type (e.g., buy, sell, redemption) 
Date Value 
Gain 
Month Code 
Code 
Day (J-P) 
(A-H) 
Identity buyer/seller (if private transaction) 
36. 
37.  CMF Money Market Portfolio  None  
38.  Oncologix Tech Inc.  None  
39.  Comcast Corp. Class  None  
40.  Comcast Corp. Class Special  None  

41. Menlo Acquisitions Corp. Dividend 
42.  PNC Financial Services Group Inc.  Dividend  
43.  Great Lakes Bancorp, Inc.  None  
44.  Oncologix Tech Inc.  None 
46. 
Cisco Systems Inc. None 
CBRX None 
47.  Covad Communications Group  None  
48.  Salix  None  
49.  
Intel Corp.  Dividend  
50.  
Alcatel-Lucent  Dividend  
51.  Nokia Corp. ADR  Dividend  sell partial  04126  

A=$1,000orless B=Sl,OOl -$2,500 c=$2,501. $5,000 =$5,001 -$15,000 =SJ 5,001 -S50,000 (See Column Blan D4) F=S50,00l -$100,000 G=SI00,001-Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =Sl5,00I  S50,000 =$50,001  SI00,000 =SI 00,00 S250,000 
 $500,000 =$500,00 -SI ,000,000 1,000,001 -S5,000,000 =S5,000,00I -S25,000,000 =$25,000,00  $50,000,000 =More than $50,000,000 
(See Columns and D3) =$250,00,I Value Metho Codes =Appraisal =Cost (Real Esta Only) =Assessmen =Cash Market (See Column C2) =Book Value ""Other =Estima ted 

Date Report 
Baylson, Michael 
05/14/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets)  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  

(I) 
(2) (I) 
(2) (I) 
(2) 
(3) 
Amount 
Type (e.g., Value
Place "(X)" after each asset 
Code 
div., rent, Code
exempt from prior disclosure 
(A-H) int.) (J-P) 
52. Qualcomm Communications Dividend 
Value Type (e.g., Method buy, sell, Code redemption) 
(Q-W) 
Date 
Month-
Day 

Value 
Gain 
Code 
Code 
(J-P) 
(A-H) 
Identity buyer/seller (if private transaction) 
Qwest Communications International Inc. None 
54. 
Rite Aid Corp. None sell 03/27 

55. 
Safeguard Scientifics Inc. 

None 
Sun Microsystems Inc. 
None 
Worldcom Inc. 
None 
58. Government oflsrael Interest 
Advanced Reproductive Care None 
60. 
Baumrin Partnership None 

61. Partnership Distribution 
62. Philadelphia Fertility Institute Distribution 
63. 
Pennsylvania Reproductive Assoc. None 
64. 
Clinton Endocrine Assoc. Distribution 
Fertility Testing Lab None 
66. 
Brandywine Mutual Fund Dividend 

67. 
MSDW UGMA Equity Dividend 

68.  MSDW UGMA Small Cap  Dividend Income Gam Codes: :=$I ,000 less =$1,001 -$2,500  
(See Columns and 04) =S50,00 -SI 00,000 =$100,001 -$1,000,000 Value Codes ==S 15,000 less =Si5,00I -S50,000  
(See Columns and 03) =5250,00 -5500,000 =$500,001 -Sl,000,000 =525,000,00 -550,000,000 Valu Method Codes =Appraisal ""'Cost (Real Estat Only)  
(See Column C2) =Book Value =Oth =$2,50 -$5,000 =Sl,000,001 -55,000,000 =$50,00I -SI 00,000 =Sl,000,001 -55,000,000 =More than 550,000,000 ::::Assessment =Estimated =$5,001 -$15,000 =More than S5,000,000 =SI 00,00 -S250,000 =S5,000,00I -$25,000,000 =Cash Market =Sl5,001 -550,000  

Date Report 
Baylson, Michael 
05/1 4/2008 

VII. INVESTMENTS and TRUSTS income, value, transaction. r1nc1udes those 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  
(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)  

69. 
MSDW UGMA Mid Cap Growth Dividend 

70. 
IRA -Great Western Account (now Dividend sell 11/08 Principal) Income Gain Codes: =$1,000 less =Sl,001 -S2,500 =S2,501 -$5,000 =$5,001 -SIS,000 15,00 -S50,000  
(See Columns and 04) =$50,001 -SI00,000 =SI00,001 -Sl,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes ""S 15,000 less =$15,001 -SS0,000 =$50,001 -SI00,000 =SI 00,00 -5250,000  
(See Columns and 03) =$250,001 -S500,000 =SS00,001 -Sl,000,000 =Si,000,001 -$5,000,000 =S5,000,001 -S25,000,000 =S25,000,001 -$50,000,000 =More than SS0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value  V"ther =Estimated  

Date Report 
Baylson, Michael 
05/14/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) 
Amount Code Place "(X)" after each asset 
exempt from prior disclosure (A-H) 
86. 
DFA Tax Mgd Small -Brokerage 

87. 
DFA Micro -Brokerage 

88. 
First Eagle Overseas -Brokerage  
Income during  Gross value end  Transactions during reporting riod  
reporting period  reporting period  

(5)
(2) (1) (2) (I) 
(3) 
Value Value Type (e.g.,
Type (e.g., 
Date 
Value Gain Identity 
Code Method buy, sell, 
div., rent, 
Month-
Code Code buyer/seller int.) (J.P) Code redemption) 
Day 
(J-P) (A-H) (if private 
transaction)
(Q-W) 
Dividend sell partial 01/18 
Dividend sell partial 02/27 
Dividend sell partial 02127 
Hotchkis Wiley Core Value -Brokerage Dividend 
90. Janus Overseas -Brokerage#1 Dividend 
sell partial 
02127 
91. Royce Value Plus -Brokerage Dividend sell partial 02/27 
92. Schroder Short-Term Muni -Brokerage Dividend sell partial J/06 
93. 
Thornburg Intl Value -Brokerage Dividend sell partial 01/24 

94. 
Westcore Intl Frontier -Brokerage Dividend sell partial 02127 

95. 
Schwab Adv Cash Reserve -IRA#I Dividend 

96. 
Schwab Value Advantage -IRA Dividend 

DFA One Year Fixed Income -IRA Dividend 
98. Adams Harkness Small Cap Growth -IRA Dividend  
99.  Brandywine Fund-IRA  Dividend  
100.  DFA Emerging Mkts -IRA  Dividend 01.  DFA Intl Small Value -IRA  Dividend  
102.  DFA Intl Value -IRA  Dividend  

Income Gain Codes: o::$J ,000 less ,00 S2,500 =$2,50 -S5,000 s5,001 -s15,ooo =$15,001 -SS0,000 
 
(Se Columns and 04) =$50,00 00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than S5,000,000 Value Codes =::$15,000 less =S15,00I -$50,000 =$50,001 -SI00,000 =SI 00,00 -S250,000 (See Columns and 03) =S250,00! -SS00,000 =$500,00 1,000,000 =Sl,000,0c' S5,000,000 =S5,000,00I -S25,000,000I =$25,000,001 -S50,000,000 =More than $50,000,000 Value Method Codes ""Appraisal =Cost (Real Eslale Only) =Ass essment ""Cash Market (See Column C2) "'Book Value =Other ""Estimated 

Date Report 
Baylson, Michael 
05/14/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
103. DFA Large Value -IRA 
Income during 
reporting period 

{I) 
Amount Code 
(A-H) Dividend  
Gross value end  Transactions during reporting period  
reporting period  
(2)  (I)  (2)  {I)  (2)  (3)  (4)  (5)  
ype (e.g.,T Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
iv., rent, Code  Method  buy, sell,  Month Code2  Code  buyer/seller int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  {if private  
(Q-W)  transaction)  

104. DFA Small Value-IRA Dividend 
105. 106. 107. 108. 109.  DFA Micro -IRA Dodge Cox Stock-IRA First Eagle Overseas -IRA Hotchkis Wiley Core Value -IRA Hotchkis Wiley Large Value -IRA  Dividend Dividend Dividend None Dividend  sell buy  11/02 11/02  
110.  Janus Mid Cap Value -IRA  Dividend  sell partial  11/02  

111. 
Hotchkis Wiley Mid Value -IRA Dividend buy 11/02 

112. 
Janus Overseas -IRA Dividend 

113. 114. 115.  Morgan Stanley Emerging Mkts -IRA Morgan Stanley Intl Eqty Fund-IRA Fasciano -IRA  Dividend Dividend Dividend  
116. 117.  Royce Opportunity -IRA Royce Value Plus -IRA  Dividend Dividend  
118. 119.  Thornburg Intl Value -IRA Vanguard Growth Eqty -IRA  Dividend None  ''  sell  11/29 Income Gain Codes: ""'SI ,000 less =$1,001 -S2,500 =$2,50  $5,000  D=S5,001-Sl5,000 =$15,001 -S50,000  
(See Columns and 04) =$50,001 -$100,000 =$!00.001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 Jess 15,00 -S50.000 =S50,00I -SI00,000 =SI00,001 -S250,000  
(See Columns and 03) =S2so,001 -s;:o,ooo =5500,001 1.000,000 =Sl,OOO,OOl -S5,000,000 ss,000,001 -s2s,ooo,ooo =S25,000,00I -$50.000,000 =More than SS0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) :=Book Value  V"=Other =Estimated  
--------  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing 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) 
(4)
(3) 
(5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  
120.  Janus Fund -IRA  

Type (e.g., div., rent, int.)  Value Code (J-P)  
Dividend  

Value 
Type (e.g., 
Method 
buy, sell, 
Code 
redemption) 
(Q-W) buy 
Date 
Month Day 

11/29 
Value 
Gain Code Code (J-P) (A-H) 
Identity buyer/seller (if private transaction) 
121. 
Westcore Growth -IRA None sell 11/07 

122. 
Turner Core Growth -IRA Dividend buy 11/07 

123. 
Westcore Intl Frontier -IRA Dividend 

124. 
Westcore Mid Cap Value -IRA Dividend sell partial 11/02 

125. 
Westcore MIDCO Growth-IRA Dividend 

126. 
William Blair Intl Growth -IRA Dividend 

127. 
William Blair Intl Small Cap Growth -IRA Dividend 

128.  William Blair Large Cap Growth -IRA  Dividend  
129.  Schwab Adv Cash Reserve -IRA  Dividend  
130.  Schwab Value Advantage -IRA  Dividend  buy  11/08  
131. One Year Fixed Income -IRA  Dividend  buy  11/08  
132. 133.  Adams Harkness Small Cap Growth -IRA Brandywine Fund -IRA  Dividend Dividend  buy buy  11/08 11/08  
134. Emerging Mkts -IRA  Dividend  sell partial  11/08  
135.  DFA Intl Small Value -IRA  Dividend  buy  11/08  
136.  DFA Intl Value -IRA  Dividend  buy  11108 Income Gain Codes: ,000 less =$1,001 -$2,500 =$2,50 $5,000 =$5,001 -515,000 15,00 -$50,000  
(See Columns and 04) =550,001  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 -S50,000 =S50,001  SI00,000 00,00 -5250,000  
(See Columns and D3) =S250,001 -$500,000 =$500,001 s1,000,000 =Sl,000,001  55,000,000 =$5,000,001 -S25,000,000 =$25,000,001 -S50,000,000 =More than S50,000,000 Value Method Codes ""Appraisal ""Cost (Real Estate Only) ""Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
Baylson, Michael 
05/14/2008 
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.) 
Description Assets 
(including trust assets) 
Place "(X)" after each asset 
exempt from prior disclosure 
Gross value end 
Income during 
reporting period 
reporting period 
(2) 
(I) (2)
(1) (2) 
Amount Type (e.g., Value 
Value 
Type (e.g., 
Code 
div., rent, Code 
Method 
buy, sell, 
(A-H) int.) (J-P) 
Code 
redemption) 
(Q-W) 
Transactions during reporting period 
(3) 
(4) 
Date 
Value 
Gain 
Identity 
Month -Code 
Code 
buyer/seller 
Day (J-P) 
(A-HJ (if private 
transaction) 

137. 
DFA Large Value -IRA Dividend buy 11/08 

138. 
DFA Small Value -IRA Dividend buy 11/08 

139. Micro -IRA Dividend buy 11/08 

140. 
First Eagle Overseas -IRA Dividend buy 11/08 Income Gain Codes: ,000 less =Sl,001 -$2,500 =$2,50 -S5,000  D=$5,001 -$15,000 =$15,00 -550,000  
(See Columns and 04)  F=$50,001 -$100,000  G=SI00,00! -Sl,000,000 1,000,00 -$5,000,000 =More than $5,000,000 Value Codes 5,000 less 15,00 -S50,000 =550,00 -SI 00,000 "SI 00,00 -$250,000  
(See Columns and 03) =$250,001 -$500,000  0=$500,00I 1,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -S25,000,000 =$25,000,001 -$50,000,000 =Appraisal "'Cost (Real Estate Only) "'More than $50,000,000 =Assessment =Cash Market  
U=Book Value  V"'Other  W=Estimated  
---- ----- 

Date Report 
Baylson, Michael 
0511412008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
Description Assets 

Transactions during reporting period (including trust assets) 
Income during 
reporting period 
Gross value end 
reporting period 
 
(I) 
Amount 
Code 
(A-H) 
 (2) 
Type (e.g., 
div., rent, int.) 
 (I) 
Value 
Code 
(J-P) 
 (2) 
Value 
Method 
Code 
(Q-W) 
 Type (e.g., 
buy, sell, 
redemption) 
 (2) 
Date 
Month Day 
 (3) 
Value 
Code 
(J-P) 
 

Gain

Place (X)" after each asset 
Identity exempt from prior disclosure 
Code buyer/seller (A-H) (if private transaction) 
154. 
Turner Core Growth -IRA Dividend buy 11/29 

155. estcore Growth -IRA None sell 11/07 

156. 
Janus Fund -IRA Dividend buy 11/07 

157. estcore Intl Frontier -IRA Dividend 

158.  Westcore Mid Cap Value -IRA  Dividend  
 
159.  Westcore MIDCO Growth -IRA  Dividend  buy  11/08  
160.  William Blair Intl Growth -IRA  Dividend  
161.  William Blair Intl Small Cap Growth -IRA  Dividend  buy  11/08  
162.  William Blair Large Cap Growth -IRA  Dividend  buy  11/08  

163. 
Idearc Inc. Dividend sell partial 01/19 

164. 
AXA Dividend 

165.  MSIF Global Real Estate  Dividend  buy  09/01  
166.  MSIF Systematic Active Small  Dividend  buy  09/01  
167.  MSIF Active Intl Allocation  Dividend  buy  09101  
168.  MSIF Emerging Mkts  Dividend  buy  09/01  
169.  MSIF International Magnum  Dividend  buy  09/01  
170.  Progenies Pharmaceuticals  None  buy  11/19 Income Gain Codes: =Sl,000 less 1,00 -$2,500 =52,50 -$5,000 =S5,00I -$15,000 =S15,00I -S50,000  
(See Columns and 04) =$50,00 -SI 00,000 =SI00,001 -Sl,000,000 =Sl,00-0,001 -S5,000,000 =More than $5,0-00,000 Value Codes :o::$J5,000 less =$15,001 -S50,000 =S50,00I -$100,0-00 =SI00,001  S250,00-0  
(See Columns and 03) =S250,0-0I -$500,000 =S500,00 1,000,000 =$1,00-0,001 -'5,00-0,000 s5,ooo,0-01. s25,00-0,ooo =525,000,001 -$50,000,000 ""More than $50,000,000 Value Method Codes ""Appraisal =Cost (Real Estate Only) ""Assessment ""Cash Market  
(See Column C2) L____._____________ ""Book Value =Other ""Estimated  ----- 

Date Report 
Baylson, Michael 
05/14/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing 
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  

(I) 
(2) 
(3) 
(5) 
Type (e.g., Value 
Value 
Type (e.g., Date 
Value
Place "(X)" after each asset Amount 
Gain Identity 
Code 
div., rent, Code Method 
buy, sell, Month -Code 
exempt from prior disclosure 
Code 
buyer/seller 
(A-H) int.) Code redemption) 
(if private 
Day (J-P) 
(A-H) 
transaction)
(Q-W) 
171.  Opko Health Inc.  None  buy  07/26  
172.  Citigroup Inc.  Dividend  buy  12/20  
173.  Pep Boys  None  buy  12/12  
174.  Rental Property; Philadelphia,  Rent  buy  06/01 Income Gain Codes: ::0:$ 1,000 less 1,001 -52,500 =$2,501 -S5,000  D=S5,00J. $15,000 =S15,00J -$50,000  
(See Columns and 04) =S50,00 -SI 00,000 =SI 00,00 -S1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes ""S 15,000 less =SI 5,001 -$50,000 =$50,00 -SI 00,000 =SI 00,00  5250,000  
(See Columns and 03) =5250,001 -$500,)00 =SS00,001 -Sl,000,000 1,000,00 -$5,000,000 =S5,000,00J -525,000,000 =S25,000,00I -S50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other ""Estimated  

Date Report 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Jndicate partofReporl) 

Date Report 
Baylson, Michael 
05/14/2008 

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 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) 
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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