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Judicial Watch • Nancy Gerter Financial Disclosure Report for 2005

Nancy Gerter Financial Disclosure Report for 2005

Nancy Gerter Financial Disclosure Report for 2005

Page 1: Nancy Gerter Financial Disclosure Report for 2005

Category:Financial Disclosure

Number of Pages:8

Date Created:December 1, 2006

Date Uploaded to the Library:November 13, 2013

Tags:Nancy Gerter, gertner, Revolving, Nancy, travel, credit, school, Washington, 2005, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Person Reporting (last name, first, middle initial) Court Organization Date Report  
Gertner, Nancy  U.S. District Court -MA  08/0112006 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) Judge -Active  Sa. Report Type (check appropriate type) Nomination, Date Initial  Annual Final Reporting Period  0110112005 1213112005  
Sb. Amended Report Chambers Office Address John Joseph Moak.ley U.S. Court Courthouse Way, Ste. 4130 Boston 02210 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and reguJations. Reviewing Officer Date  
 

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 instructions.)  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY Trustee  Petra Foundation non-profit foundation) Instructor Yale Law School 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) NONE (No reportable agreements.) 

PARTIES AND TERMS 1994 Dwyer, Collora Gertner: Partnership Agreement 1987 Silverglate, Gertner, Fine Good: Partnership Agreement 

III. NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-24 instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

(yours, not spouse's) 2005 Yale Law School; teaching sentencing seminar, spring and fall semesters. 21,250 Spouse's Non-Investment Income -I/you were married during any portion the reporting year, complete this section. (Dollar amounl not required except/or honoraria.) 
 NONE (No reportable non-investment income.) 

IV. REI URSE MEN -transportation, lodging, food, entertainment. (Includes those spouse and dependent children. See pp. 25-27 ofinstrnctions.) NONE (No reportable reimbursements.) 
SOURCE DESCRIPTION 
Travel U.S. Booker panel, Feb. 
Travel and lodging teach, Feb. National Association Crim. Defense Lawyers  Travel and lodging: Spoke the midwinter meeting Louisiana, Feb. Yale Law School, New Haven, Connecticut, where instructor  Travel CT, lodging, and/or meals, 1/28; 2/4, 18; 3/4; 411, 29; 9/8, 16, 30; 10/21; 11/18, 23; 12/2, Maine Law School  Travel Maine, "Distinguished-Jurist-In-Residence" lecture sentencing reform, Feb. Fed. Pub. Defender's Office, Puerto Rico  Lodging and travel Puerto Rico Booker/Fan Fan panel, Feb. 24-25 The Constitution Project, Washington  Travel Washington for conference Booker, March  

Date Report 
Gertner, Nancy 
08/01/2006 Defender Services, Lodging and travel present seminar sentencing practices, May The Constitution Project Travel Washington attend committee meeting, June Document Center Cambodia, Legal Training Project, Phnom Lodging and travel Cambodia teach lawyers slated appear before the Khmer Rouge Penh, Cambodia War Crimes Tribunal, July 15-24 
11. Yale Law School Travel New Haven for panel, "Balancing Civil Rights and Security," Setp. 
12. The Constitution Project, Washingon, Travel attend Sentencing Committee meeting, Oct. 

Date Report 
Gertner, Nancy 
08/01/2006 GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) NONE (No reportable gifts.) 

DESCRIPTION Larry Lucchino Red Sox tickets 825.00 

VJ. LIABILITIES. (Includes those spouse and dependerit children. See pp. 32-34 instructions.) NONE (No reportable liabilities.) 
DESCRIPTION VALUE CODE First USA Visa Visa -Revolving Credit 
American Express Revolving Credit 
Bloomingdales Revolving Credit (disposed account) Fleet  Visa -Revolving Line Credit Bank America -Visa  Visa -Revolving Credit Filenes  Revolving Credit (disposed account) AIT Universal Card  Revolving Credit American Express Blue  Revolving Credit People's (Now RBS)  Revolving Credit  
10. Discover  Revolving Credit  
11. Chase  Revolving Credit  

Date Report 
Gertner, Nancy 
08/01/2006 
VII. INVESTMENTS and TRUSTS income, value, transactions (includes those the spouse and dependent children. See PP 34-57 filing instructions) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  
(including trust assets)  reporting period  reporting period  

Transactions during reporting period 
(2)
(2) 
(1) 
Ifnot exempt from disclosure 
Amount 
Type (e.g. 
Value 
Value Type (e.g. 
Place 11(X)" after each asset 
(2) 
(3) 
(5) 
Code 
Code 
div., rent, 
exempt from prior disclosure 
Method buy, sell, 
Gain
Date 
Value 
Identity int.) (J-P) 
Code merger,
(A-H) 
Code
Month 
Code 
buyer/seller 
redemption) 
Day 
(A-H) 
(if private 
transaction) IRA ACCOUNT SCHWAB: 
Schwab Money Market Dividend 
Investment Company America Dividend Income Gain Codes: ""$1,000 less =$1,001  $2,500 =$2,50  $5,000 =$5,001  $15,000  E=$15,00t. $50,000  
(See Columns and 04) =$50,001  $100,000 =$100,001. $t,000,000 =$1,000,00  $5,000,000 =-=More than $5,000,000 Value Codes =:$I 5,000 less =$15,00  $50,000 =!50,00  00,000 =$100,001  $250,000  
(See Columns and DJ) =$250,00  $500,000 =$500,001 '!1,000,000 =$1,000,00  $5,000,000 =$5,000,00t  $25,000,000 Value Meth9d Codes (See Column C2) =$25,000,001  $50,000,000 Q""Appraisal =Book Value ==Cost (Real Estate Only) V=Other =More than $50,000,000 S""Assessment =Estimated "'Cash Market  

Date Report 
Gertner, Nancy 
08/01/2006 
VII. INVESTMENTS and TRUSTS -income, value. transactions (includes those the spouse and dependent children. see PP 14-57 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)  {I)  (2)  (I) not exempt from disclosure  

Type (e.g. Value
Amount 
Value Type (e.g.
Place "(X)11 after each asset 
(2) 
(4) 
Code 
Method buy, sell, 
div. rent, Code
exempt from prior disclosure 
Date 
Value 
Gain 
Identity 
Code int.) (J-P) 
merger,
(A-H) 
Month 
Code 
Code 
buyer/seller 
redemption) Day 
(A-H) 	(if private transaction) 
(J-P) 
18. 
Weitz Partner's Value Dividend 

19. 
FPA Crescent Int'! Dividend 

20. 
Matrix Advisors Value fund Dividend 

21. 
BROKERAGE ACCT. SCHWAB: 

22. 
Schwab Money Market* (see section Dividend Income Gain Codes:  A:.$ 1,000 less =$1,00  $2,500 =$2,501 $5,000  0=$5,001-$15,000 =$15,001  $50,000  
{See Columns and 04) =$50,00  00,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 ""More than $5,000,000 Value Codes 15,000 less =$15,001  $50,000  L=$50,00 -$I 00,000 =$100,001  $250,000  
(See Columns and 03) =$250,00  $500,000  0=$500,00  $1,000.000 =$1,000,001  $5,000,000 =$5,000,00 $25,000,000 Value Method Codes =$25,000,001  $50,000,000 ""Cos! (Real Estate Only) =:More than $50,000,000 =Cash Market  
(See Column C2)  Q=Apprnisa!  V=Other =Assessment =Book lue ""Estimated  

Date Report 
Gertner, Nancy 
08/01/2006 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicateparto/Report) 
Part II, Agreements: The partnership agreement with Dwyer, Collora Gertner (now Dwyer Collora) governs the partnership distribution (including capital contribution and fees) for legal services rendered before induction April 25, 1994. The partnership agreement with Silverglate, Gertner, Fine Good governs fees generated during the partnership life (which ended 1990) but received after its termination. 
Part VII -*Cash moves between money market and cash accounts, purchases and sales holdings are made. The money balance held position actually called "Cash"; position where funds are held. 
Part VII -***IRA account Vanguard was rolled into IRA account Schwab. 
Part attended game law school classmate's seats. Since these seats are never offered for sale, not believe they have monetary equivalent. Nevertheless, have used teh value adjacent box. 

Date.of Report 
Gertner, Nancy 
08/01/2006 
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. 

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