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Judicial Watch • Nancy Gerter Financial Disclosure Report for 2008

Nancy Gerter Financial Disclosure Report for 2008

Nancy Gerter Financial Disclosure Report for 2008

Page 1: Nancy Gerter Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:9

Date Created:December 4, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Nancy Gerter, gertner, Nancy, college, travel, American, lodging, school, 2008, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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AOJO Government Act 1978 
Rev.112008 
FOR CALENDAR YEAR 2008 U.S.C. app.  101-111) Person Reporting (last name, firs middle initial) Court Organization Date Report 
Gertner, Nancy U.S. District Court -MA 
07/23/2009 Tille (Article IIIjudges indicate active senior status; Sa. Report Type (check appropriate type) Reporting Period 
magistrate judges indicate full-or part-time) Nomination, Date 01/01/2008 
Article Ill Judge -Active
Initial Annual Final !Zl 
12/31/2008 
Sb. Amended Report Chambers Office Address the basis tbe information contained this Report and any modifications pertaining thereto, is, opinion, compliance 
with applicable laws and regulations. 
John Joseph Moakley U.S. Court Courthouse Way, Ste. 4130 
Boston 02210 
Reviewing Officer Date 
IMPORT ANT NOTES: The instructions accompanying thisform must followed. Complete all parts, checking the NONEbox for each part where you have reportable information. Sign last page. PQSITJ NS. (Reporting individual only; see pp. 9-13 filing instructions.)  NONE (No reportable positions.)  
NAME ORGANIZATION/ENTITY Trustee  Petra Foundation non-profit foundation) 
Instructor Yale Law School 
Guest Instructor William Richardson School Law, Honolulu, 

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'-I. 
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JJ. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) --n
AND TERMS 1994 Dwyer, Collora Gertner: Partnership Agreement 
1987 Silverglate, Gertner, Fine Good: Partnership Agreement 

Gertner, Nancy 

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

(yours, not spouse's) 2008  Yale Law School; teaching sentencing seminar, spring and fall semesters. *** (See Section VIII)  $20,780.00 Jan. 2008  William Richardson School Law, Honoluly, taught American Jur Process  $5,706.00 pouse's Non-Investment Income -If 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.) 

2.2008 American Civil Liberties Union Massachusetts salary 
3.2008 American Civil Liberties Union Massachusetts deferred annuity 
IV. REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) Yale Law School, New Haven,  spring fall semesters  New Haven,  Taught once week  Travel, sometimes lodging and meals William Richardson School Law  January 8-23  Nonolulu,  Taught  Travel, lodging and meals (see also Part American College Trial awyers  January24-26  Frisco,  Lecture  Travel, lodging and meals New York University  March  New York,  Symposium  Travel, lodging New York University  April  New York,  Chaired Interview Panel  Travel, lodging  

Name Person Reporting 
Date Report 
Gertner, Nancy 
07/23/2 009 Fordham Law School  April  New York,  Stein Center Faculty Mtng  Travel, lodging American Law Institute  April  Philadelphia,  Advisers' Meeting  Travel, lodging National Judicial College  May2  Meredith,  Presentation  Travel American Bar Associatiion  May 14-15  Chicago,  Keynote Speaker  Travel, lodging and meals  
IOBennington College  May  Bennington,  Lecture  Travel, lodging Assoc. American Law Scho  June 4-5  Cleveland,  Lecture  Travel, lodging and meals  

ols Nat'I. Assoc. Sentencing August3-5
San Francisco, Presentation Travel, lodging and meals 
mm.issioners* 

13:Women's Bar Association August7 New York, Presentation Travel, lodging and meals 
14American Bar Association August New York, Received Marshall Award Travel 
15John Jay College October New York, Presentation Travel 
I6Nat'I. Assoc. Women Judges October 16-17 Portland, Annual Meeting Travel, lodging 
I7:Wellesley College Yale Law October 18-25 Beijing, China Taught Travel, lodging and meals School* 
18Fordham Law School October29 New York, Advisors meeting Travel, lodging 
19American Bar Association Decembers Washington, Conference Travel, lodging and meals GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 

VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION American Express  Revolving Credit Banlc America -Visa  Visa -Revolving Credit AIT Universal Card  Revolving Credit American Express Blue  Revolving Credit RBS  Revolving Credit  

Name Person Reporting 
Date Report 
Gertner, Nancy 
07/23/2009 

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 11-60 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) 
(2) 

(2) 
(3) 
(4) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code2 (J-P)  Value Method Code3 (Q-W)  IRA ACCOUNT SCHWAB: 
Schwab Money Market Dividend 
Dodge Cox Balanced Fund Dividend 

Type (e.g., Date buy, sell, Month-redemption) 
Day 
Sold 8/19 
Value  Gain  Identity  
Code2  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction)  

FPA Crescent lnstl Dividend 	Sold 10/06 
First Eagle Global Fund -Dividend Buy 8/22 Dividend Sold 10/03 
Oakrnark Equity Income Dividend Buy 8/22 Dividend Sold 10/6 (part) Rowe Price Cap. Apprec. Dividend 	Sold 10/03 

IO. Valero Energy Corp. Dividend 	Sold 7130 Keeley Small Cap Value None 	Sold 8/22 
12. None Sold 9125 (part) 
13.  None  Sold  10/03  
14.  Berwyn Income Fund  Dividend  Sold  7/30  
15.  ICON Energy Fund  Dividend  Sold  8/19  
16.  Third Avenue Value  Dividend  Sold  7/30  

17.  Eaton Vance Dividend Builder Fund*  Dividend  Sold  8/22  
(part) Income Gain Codes: =$I ,000 less  B=$1,001 -$2,500  c=$2,501 -$5,000  D=S5,00I -Sl5,000  E=$15,001 -$50,000  
(See Columns and D4)  F=$50,001 -SI00,000 =$I 00,00 1,000,000 =$1,000,001-$5,000,000  H2=More than $5,000,000 Value Codes =Sl5,000 less =Sl5,001 -$50,000 =$50,001 -$100,000 =s100,001 mo,ooo  
(See Columns and 03)  N=$250,001 -$500,000  0=$500,001 -$1,000,000 =Sl,000,001 -$5,000,000 =$5,000,00 -$25,000,000  
PJ=$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only)  S=Assessment  T=Cash Market  
(See Column CZ) =Book Value  V=Otber  W=Estimated  

Name Penon Reporting 
Date Report 
07/23/2009
Gertner, Nancy 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 14-60 offilinc 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  
Place "(X)" after each asset exempt from prior disclosure  (I) Amount Code (A-H)  (2) Type(e.g., div., rent, int.)  (I) Value Code2 (J-P)  (2) Value Method Code3 (Q-W)  (I) Type(e.g., buy, sell, redemption)  (2) Date Month-Day  
18.  Dividend  Sold  10/03  

(3) Value Code2 (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction)  

19. 
Marsico 21st Century None Sold 7130 {part) 

20. 
None Sold 8/22 
(part) 

21. 
None Sold 9130 

22. 
Dodge Cox Int'!. Stock Dividend Sold 8/19 

23. 
SECOND IRA SCHWAB: 

24. 
Schwab Money Mkt. (See Section VIII) None 

25. 
Cash** (see Section VIII) Dividend 

26. 
Dodge Cox Balance Dividend Sold 8/19 

27. 
Longleaf Partners Small Cap None Sold 7/30 

28. Crescent Int'! Dividend Buy 8/22 

29. 
Cateipillar Common Stock *** Dividend Sold 8/19 

30. 
ICON Energy Fund *** Dividend Sold 8/22 (part) 

31. Dividend Sold 9/30 

32. ird Avenue Value*** Dividend Sold 7130 

33. 
Dodge Cox Int'!. Stock*** Dividend Sold 10/03 

Harbor Int'!. Fund Dividend Buy 8/22 Income Gain Codes: =$1,000 less  B=Sl,OOJ -$2,500 =$2,501 -$5,000  0=$5,001 -$15,000  E=$15,001 -$50,000  
(See Columns and 04) =$50,001 J00,000 =$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 -SI00,000 =$100,001 -$250,000  
(See Columns and 03)  N=$250,00J -$500,000  0=$500,001 -Sl,000,000 =$1,000,001 -SS,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2)  U=BnokValue  Y=Otber =Estimated  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP J4-6o filing instructions.) 

Name Person Reporting 
Date Report 
Gertner, Nancy 
07/23/2009 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReport.) 
Part Positions: 
The Petra Foundation non-profit organization. 

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 tennination. 

Part VII. Investments and Trusts 
**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. 

*Eaton Vance Utilities Fund changed its name Eaton Vance Dividen Builder Fund. ***Holdings under "Second Ira Schwab." (#29-32 should after FPA Crescent holding.) ****Rental parking space and the carriage h.ouse 
next our house. 
Part IV. Reimbursements: 

Item -the expenses for presentation the National Association Sentencing Commissioners were paid for Yale Law School. 
Item -my expenses were split between Wellesley Centers for Women Wellesley College and the China Law Center Yale Law School. 

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. SOI et. seq., U.S.C.  7353, and Judicial Conference regulations. 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALS 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