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Judicial Watch • Nancy Gerter Financial Disclosure Report for 2003

Nancy Gerter Financial Disclosure Report for 2003

Nancy Gerter Financial Disclosure Report for 2003

Page 1: Nancy Gerter Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:25

Date Created:February 3, 2005

Date Uploaded to the Library:November 13, 2013

Tags:Nancy Gerter, gertner, Revolving, Nancy, ATF, money, credit, Growth, Market, 2003, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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UNITED STATES DISTRICT COURT 
DISTRICT MASSACHUSETTS 
JOHN JOSEPH MOAKLEY 
UNITED STATES COURTHOUSE COURTHOUSE WAY, SUITE 4130 
BOSTON, MASSACHUSETTS 02210 

NANGY GERTNER 
DISTRICT JUDGE 
October 14, 2004  c::>C? :::0  
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BYFEDEX  -:-.-:>  -c:::>  
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The Honorable vfary Lisi, Chair  
Judicial Conference the United St:ates  
Committee :Financial Disclosure  
One Columbus Circle, N.E.  20544  

Re: Financial Disclosure -2003 
Dear Judge Lisi: 
Thank ye>u for your attention. 
Judicial Assistant 
NANCY GER1NER, JUDGE, 
U.S. DISTRICT COURT /gam ends. (8) 

Report Requiretl the Elthics Government Act 197: Calendar Year 2003 U.S.C. app. l 101-111) Court Organization Date ofR.eport Person Reporting (Last name, First name, Middle initial) 
Gertner, Nan.cy 	U.S. District Court 10/14/2004 Title 	(Arti1:le Judges indicate active senior status; ReportType (check appropriate type) Reporting Period magistrate: judges indicate full-or parMime) Nomination, Date 10/2711993 11112003 Judge -Ac:tivt faitial @Annual Final 
12131/2003 	Chamlx:rs 1)r Office Address the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance
John Joseph Moakley U.S. Court 
with applicable laws and regulations. Courtho11JSe Way, Ste. 4130 
Date _____ 
Boston 02210 ilrlstructions accompanying this furm must followed. Complete all parts, checking the NONE box for each part iinformation. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 ofti.ting instructions) NONE -{No reportable p1t>Sitions.) Trustee 	Petra Foundation non-profit foundation) 
In:rtructor 	Yale Law School 
Guest Instructor 	John Kennedy Ll'brary Amerfoan Studies Summer Institute AGREEMENTS. (ReJ:>0rting individual only; see pp. 14-16 offiling instructions) NONE -(No reportable aeements.) 
1994 	Dwyer, Collora Gertner: Partnership Agreement 
1987 	Silverglate, Gertner, Fine Good: Partnership Agtccment 

c:::::l 	
(/)  :. ..,, or Capital ApprcciatiODI -14. Mm111g1:rs Essex Aggressive GJ'OWl:b -15. Managii:rs Essex Aggressive Gl'Owth  None None None None  partial sale sale sale partial sale sale  7/30 1219 1219 7/'?iO 1219  
16. Dodge Cox Balanced Fund -17. Cirescent 1nst1 -1. Firs E:itgle Global Fund  Dividend Dividend Dividend  buy buy  12116 12{]6 7131 $LOG1-$.C.50U  =S:2,SOJ-S5,0(l[1 .",00!-$15.CJOO Sl5,00l-50,000 Sl(11J,IJOi-Si.CIOO,OO(: =LO:lD,OO>-S:5.oitJJ1'0 ifordhan S5,00D.00(1  5IOG,00lS'.::5fL000  

Name Person Reporting 
Gertner, Nancy
-income, value, transcations (includes those the spouse and dependent children. See pp. 34-57 offiling instmctfons.) 11. lNVESTMENTS and TRUSTS  
Description Assets (inch1ding trust assets)  Ineome during reporting period (I) (2)  Gross value end reporting period (1) (2)  (I)  Transactions during reporting period Ifnot e.'Cempt from disclosure  
(4) (5}  
Piao "(X)" after each asset exempt liom prior disclosure  Amount Type (e.g. Code! div. rent. (A-H) int)  Value Value Code2 Method (J-P) Code3 (Q-W)  Type (e.g. buy, sell, merger, redemption)  Date: Value MonthCode2 Day (J-P) Gain Identity Code buyer/seTier (A(if priV:lite transaction)  
19.  First Eagle Global Fund  buy  12112 
20.  Hybrido111 Inc. Common Stock  None  buy  10/1 
21.  Jensc Portfolio Dividend  buy  12/16 Oala:nark Equity Income Dividend  buy  7131 
Oalanarlk: Equity Income  buy  12112  
24.  Parn:11ss11s Equity Income Dividend  buy  12112 
25.  Rof(:e Special Equity Fund  None  buy  12112 
26. R11>w1: Price Cap. Apprec. Dividend  buy  12110  
27. Rmvc: Price Cap. Apprec.  12116  
28.  SECOND IRA SCHWAB: 
29.  Schwab Money Mkt. Dividend 
30.  Dodge Cox Balance Dividend  
31.  Lon1peafPartners Dividend 
32.  Lon;gle11f Partners  buy  12112 
33. Rowe Price -MidCap Growth  None  sale  12110  
34.  Weitz Partner's Value Dividend  partial sale  12110 
35.  Mallllgl::rs Capital Appreciation  None  sale  12110  
36. Crescent lnt'l Dividend  buy  7/31 income/Gain Cod;;s: ==LOO( o-iess  s1.oc1-t::..soo $2,501-$5,00G S5.0JJ-S:15,000 Sl5,0Gl-5L1,00D '
(SeeCol1.mmsBl andD4) $5C. 00-5, J00, 0{1JJ =JO'.._OOl-Si,00CJ10 l.OOD.001-S5,000,00lt J' Nat'l. Life Ins. -Annuity** (see section  

None None  Dividend Rent  
None  ..,..   ln:oomelGa:ll Codec:   .OOC1 o:-lesi:. Sl,Oil:..50{1 2,501-5,000 S:5.00! Si5.DOO sts.oo;.ssi,ooo  
ISee Column; Ill zno D; 5G.o:Jl-S10l",00::: !>100,Wl-S i.OOl.OOf! '.i:l.000,00J-.:.000.010 =More than S.5,000.000  
:;:; :'.5,'.KKi !es:  r:. ,001-)5,(;J(I  ...  ;::-. S5D,OOJ-:10U,OflO  rv:  =5.Hl1  S:tGOG  ;::; s::sL_o:ic1-Ss1::::ooc   S,5(l..O:JiS1JlJ:JJ:D(1  ::o i.mEjJti:>  -s: .o:::in.ooc  p::  ='" s::..ooiJCio1 ..s::t: .Gu::.i.r1u0  

FINANCIA.L DISCLOSUHE REPORT 
Date Report 
Name Person Reporting 
Gertner, Nancy 
-Page4of4 
W/14/2004 
-income, value, transcations (includes those.of the spouse and dependent chiWren. See pp. 34-57 offiling instruclions.) 
VII. INVESTMENTS and TRUSTS 
SS. 
Description Assets (including trust assets) 
Plaice "(A')" after each asset exc:mptfto1n prior disclosure Income during reporting period Gross value end reporting periQd Transactions dming reporting period  
(I) Amount Code! (A-H)  (2) Type (e.g. div, rent. int)  (1) Value Code2 (J-P)  (2) Value Methoo Code3 (Q-W)  (1) Type (e.g. buy, sell, merger, redemption) not exempt ftom disclosure (2) Date: Value MonthCode2 Day (J.J>) Gain Jdenti1ty Code buyer/seller (A (ifpffvate transaction) 	lnc.omeiGain Codes i.o::i:. less ,001-!>2.5(10 =$15,00J-rnJ,OilO (See Cohmms and. Vi0.0C'l-.10U,00[< 100.0UJ-S.OO!J,OOO .000,.001 -i3JlOD.OllO =Morethau 05,000.0Cf> Value C'ud: ,OOG les 5,001-ts.001:1 5C.OO-i.[Jll,0(10 Jv: -:. :10COrr-S25DJGCJ :Set 1rn.n:: anJ ::i:t,i s21c1v:.H1.. ssC1 50Doo -S! Jf}_un; !'J 5UKl... Oil 1-S'JJ:lc .DO;-. ;-:e- .  .. "!!I:. ,.,:::;.,,;,, :...-:,,.1, ..  :..-i ''l;J,  _,_.7,, "''
.,.,.,...,4.:::"11ffl: ':t,;';.',...-.ir'l:'r"",'":'"