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Judicial Watch • Monti L Belot Financial Disclosure Report for 2008

Monti L Belot Financial Disclosure Report for 2008

Monti L Belot Financial Disclosure Report for 2008

Page 1: Monti L Belot Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:9

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Monti, Belot, Monti L Belot, price, children, dependent, Market, 2008, transactions, TRUSTS, dividend, Financial Disclosure, ICE, CIA, income, Judge


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Belot_Monti_L 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.) 
[ZJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

JV. REIMBURSEMENTS -transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[ZJ NONE (No reportable reimbursements.) GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 

VALUE 

VJ. LJABJLJTJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 

VALUE CODE 

VII. INVESTAf:ENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children: see PP 34-60 filing instructions.) NONE (No ,:eportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  

(including trust assets) reporting period reporting period 
(I) 
(2) 
(I) 
(I) (2) (3) 
(4) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type(e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  Date Month -Day  Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction)  Dreyfus Premier Core Value Fund  Dividend  Sold  114 Rowe Price New Era  Dividend  Sold (part)  3/10  
.3. Rowe Price New Era  Dividend  Sold (part)  5/17 Rowe Price New Era Dividend Sold 11/12 (part) 
Coca Cola Co. Dividend partial sell 12/09 
Navy Federal Credit Union Interest 

Centenial Money Market Fund Dividend 
U.S.A.A., Subscriber's Sayings Acct. Dividend 
Jackson Nat'! Life Ins.Co. IRA Annuity JNL Dividend /Mellon Cpt'l Mgm 

10. 
The American Fund IRA Dividend 

11. 
--Capital Income Builder's Fund 

12. 
--Capital World Growth Income Fund Inc. 

13. 
--Investment Company America 

14. 
-Income Fund America, Inc. 

15. 
American Forerunner IRA Dividend 

16. 
--Loomis Sayles Small Cap 

17. 
--Harris Oakmark International lucome Gain Codes: =$1,000 less =$1,001-$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$I 00,00 -$250,000  
(See Columns and 03) =$250,00 -$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) =Assessment =Cash Market  
(See Column C2) =Book Value  V=Otber =Estimated  

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

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.) 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) F=SS0,001 -$100,000 =$100,001-$!,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 
Value Codes =$15,000 less K=$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 

(See Columns and DJ) 	N=$250,001 -$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 
Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market (See Columo C2) =Book Value V=Otber W=Estimated 

Name Person Reporting 
Date Report 
Belot, Monti 
4/23/2009 
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  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(1) 
(2)
(2) (1) 
(2) 
'(3) 
(4) 
(5) 
Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain  Identity  
exempt from prior disclosure  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)  

52. 
redeem 11/19 

53. 
redeem 12/10 

redeem 12/28 
55. 
USAA Subscribers Savings Acct. Dividend 

56. 
New York Life Ins. Dividend 

57. 
New York Life Ins. Dividend 

58. 
New York Life Ins. Dividend 

New York Life Ins. Dividend Income Gain Codes: =$1,000 less =$1,001-$2.SOO =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,0()1 -$100,000 =$100,001-$1,000,000 =Sl,000,001-$5,000,000 =More than $5,000,000 Value Codes  J=$15,000 less =$15,001 -$50,000 =$50,001 l00,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$!,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 =Cash Market   
(See Column C2)  U=BookValue  V=Other =Estimated  

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Jndicate partofReporL) 

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 metapplicable 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)



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