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Judicial Watch • Nora B Fischer Financial Disclosure Report for 2007

Nora B Fischer Financial Disclosure Report for 2007

Nora B Fischer Financial Disclosure Report for 2007

Page 1: Nora B Fischer Financial Disclosure Report for 2007

Category:Financial Disclosure

Number of Pages:25

Date Created:November 6, 2008

Date Uploaded to the Library:November 13, 2013

Tags:qualified, mellon, Nora B Fischer, Fischer, Equity, Small, Growth, 2007, EPA, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Govemmenl Act 1978
Rev. 112008 
FOR CALENDAR YEAR 2007 USC opp. !O!-l Person Reporting (last name, first, middle rnitial) Fischer, Nora Court Organization District Court, Western Date Report 05/09/2008 Title (Article I11 judges indicale active senior status; magistrate judges indicate full-or part-lime) Federal District Court Judge -Active  Sa. Report Type (check appropriate type) omination, Date Initial [Z] Annual Sb. Amended Report Final Reporting Period 01/01/2007 12/31/2007 Chambers Office Address 3800 One Oxford Centre Pittsburgh, 15219 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Rc'iewing Officer Date  
filf ANT TES: The i11structio11s accompa11yi11g this form 11111st followed. Complete all parts, checki11g the NONE box for each part where you have 110 reportable i11for111atio11. Sign 011 last page. POSIT! ONS. (Reporting individual only; see pp. 9-13 filing 
instructions.)  NONE (l'-lo reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY  Equity Partner  Pietragallo, Bosick, and Gordon REE MEN TS. (Reporting indfridual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) 

PARTIES AND TERMS 1992 Partnership agreement; Pietragallo, Bosick, and Gordon (PBG). Tenninated 2007 

::a Person Reporting Date Report 

III. N-INVESTJ1ENT ME. (Reporting individual and spouse; see pp. 17-N filing instmclions.) 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 -I/you were married during any portion oflhe reporting year, comp/e1e 11Iis section. (Dollar amount not required e.xceplfor honoraria.) NONE (,Vo reportable non-investment income.) 

SOURCE AND TYPE 2007 Highmark Inc. -salary 
University Pgh. Physicians -part-time salary 

IV. REIMBURSEMENTS -transportation, /odging,food. entertaimnenl 
(Includes those spouse and dependent children: see PP-25-27 filing instructions.} 
[ZJ NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 

Date Report 
FINAi'l'CIAL DISCLOSURE REPORT Page 3of12 
Fischer, Nora 
05/09/2008 Frf (/11cludes those :,po use and dependent children; see pp. 28-31 filing 
instructions.) 
NONE (No reportable gifts) 
[2J 
DESCRIPTION VALUE 

VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[2J  NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  

VALUE CODE 

Date Report 
Fischer, Nora 
0510912008 
VII. INVESTl1ENTS and TRUSTS --income, ratue, transactions anc111des those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (l'o reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions dunng reporting period  
(including trust assets)  reporting period  reporting period  

(I) (2) (I) (2) (3) 
(5) 
Place "(X)" after each asset  :Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior diclosure  Code  div., rent,  Code  Metl10d  buy, sell,  Month  Code Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-HJ  (if private  

transaction) ___ .:_ Mellon Bank accounts  "lone  Closed  2007 PNC Bank accounts  Interest Qualified Plan -The Growth Fund America  Dividend  deferrals -SMALLCAP World fund  Dividend  deferrals -Washington Mutual Investors Fund  Dividend  deferrals -Fundamental Investors  Dividend  deferrals -American Balanced Fund  Dividend  deferrals  
IO. Qualified Plan  
12. -Mellon Bank  Interest  roll over  2007  
13. -NBF Mellon  Interest  
14.  
15. Qualified Plan  
16. -American AMCAP Fund  Dividend  
17. -American Europacific Growth  Dividend Income Gain Codes: 1.000 less =St.OOt -$2,500 =52.50 -S5,000 =55,001 5.000 5.00 -$50.000  
(Sec Columns and D4) =$50,00t -St00.000 =StOO.OOt -St,()()() .000  Ill =$1.000.001 -$5.000.000  =ore than $5.000.000 Value Codes =$15.000 less =$t5.001 -SS0,000  L=S50.001 -$t00.000 =StOO,OOt -5250.000  
(Sec Columns and 03)   =$250.001 -S500.000 =S,..001 -SI ,000.000 =Sl.()()().001 -$5,000.000 =$5,000,001 -$25.000,000 =525,000.001 -$50.000.000 =1o:-c rhm1 $50,o'Glue, transactions r1nc1udes those spouse and dependent children; see pp. 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
(I) 
Description Assets 
(including trust assets) 
Income during Gross value end reporting period 
reporting period  
___ ____________ _L________:___________ 
(!) (2) (I) (2)
Place "(X)" after each asset 
Amount Type (e.g., Value Value exempt from prior disclosure div., rent, Code Method buy, sell, Month Coclc2 Code buyer/seller Code (A-H) int.) (J-P) 	Code redemption) Day (J-P) (A-H) (if private (Q-W) lransaction) 
Type (e.g., Date Value Gain Identity 
18. -Dodge Cox Stock  Dividend  
19. -Federated Kaufman Small Cap Fund  Dividend  
20. -Eaton Vance Adviser's Senior  Dividend  
21. -FPA New Income  Dividend  
22. Rowe Price International Bond  Dividend  
23. -Prime Fund Cap Reserves  Dividend  
24.  
25. Pietragallo, Bosick and Gordon capital investment  Distribution  Distribution  2007  
26.  
27. Qualified Plan  
28. -TIAA Traditional  Interest  rollover  2007  
29. -CREF Stock  Dividend  rollover  2007  
30. -CREF Global Equities  Dividend  rollover  2007  
31. -CREF Money market  Dividend 
33. Qualified Plan 
34. -Ariel Appreciation  Dividend  from r/o  2007 Income Gssessment  T=Cash Market  
(See Column C2) =Book Value  V""Other =Estimated  

Date Report 
Fischer, Nora 
05/09/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1ndudes those spouse and dependent children; see PP 34-lio filing ins1ruc1ions..; 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)  (2)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  ldcntity  
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 
transaction) 
_L____________L_ 

----- lacomc Gain Codes: 1,000 less =S!,001 -S2,500 S2,50I -S5,000  D=$5,001 -$15,000 =$15,001 -S50,000  
(See Columns and 04) =$50,001 -S!00,000  G=$100.00I -Sl ,OOO.OOO  Ill =$1,000,001 -$5,000,000  112 =More than $5,000,000 Value Codes =S15,000 less  K=$15,00l -S50.000  L50,00l -$100,000 !00,00 -5250,000  
(See Colunms and 03)  N=$250,001 -$500,000 =$5"-0.001 -SI ,000,000 =$1,000,001 -$5.000,000  P2=$5,000,00 -$25,000,000  
PJ=$25,000,001 -$50.000,000 =More than $50,000,000 Value Method Codes  Q=Appraisal ooCost (Real Estate Only)  S=Assessment  T=CashMarl.:et  
(See Column Cl) =Book Value =:Other  W=Estima1ed  

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependenJ c1ti1dre11; see pp. 34-60 filing instructions.; 
NONE (No reponable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period (2) (2) (I) (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) inl) (J-P) Code redemption) Day (J-P) (A-H) (if private 
52. -Third Avenue Real Estate Value  Dividend  buy r/o  5107  
53. -Prime Cap Odyssey Growth Fund  Dividend  buy r/o  5107  
54. Rowe Price Equity Income  Dividend  buy r/o  5107  
55. -Torray Fund  Dividend  buy r/o  5107  
56. -Touchstone Mid Cap Growth  Dividend  buy r/o  5107  
57. -Vanguard GNMA  Dividend  buy r/o  5107  
58.  
59. Qualified Plan  
60. -Artisan Mid Cap  Dividend  
61. -Hewitt, Cash Balance Plan  Interest  
62.  
63. Qualified Plan  
64. -AET Small Cap Equity Index  None  sold  2007  
65. -UBS Intl Equity Fund  None  sold  2007  
66. -PIMCO Total Return Fund (Admin)  Dividend  
67. -BG! Small Cap Domestic Equity Index  Dividend  buy  12/07  
68. -Marsico Focused Growth Portfolio  Dividend  buy  2007  

G...Incomc Gain Codes: (See Columns and 04) =$1,000 less =$50,001 -$!00,000 =Sl,001 -$2,500 =$100,001  Sl,000,000 =S2,501 $5,000 =$1,000,001 -$5,000,000 =$5,001  15,000 =More than $5,000,(X)() Value Codes 5,000 less =$15.001 -$50,000  L=SS0,001-Sl00,000 =$100,00l -S250,000  
(See Cohmns and 03) =$250,00t -$500,000 =$500,001 -Sl,000,000 =Sl,000,001 -55,000,000 =$5,000,001  $25,000,000 =$25,000.001 -$50.000.000 =More than $50,000,000 Value Method Codes  Q=Appraisal  (Real Estate Only) =Assessment ash !Yiarkct  
(See Column C2) =Book Value =Other =Estimated  

Date Report 
Fischer, Nora 
05/09/2008 
VII. INVESTI1ENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instrudions.J NONE (No reportable income, assets, transactions.) 
r---- Description Assets 
Income during Gross value end 
Transactions during reporting period 
(including trust assets) 
reporting period reporting period 
(2) 
(2) (2) 
Amount exempt from prior disclosure 
Place "(X)" after each asset Code (A-H) 
Value Value Type (e.g., Date Value
Type (e.g., 
Gain ldentity 
div., rent, 
Code Method buy, sell, Month-Code 
Code buyer/seller int.) 
(J-P) Code redemption) Day (J-P) 
(A-H) (ifprivate 
transaction) 
69. -MFS Inst International Equity Fund  Dividend  buy  2007  
70. -RVS Trust Small Cap Equity Index  Dividend  sold  12/07  
71.  
72. Qualified Plan  
73. -Federated Quality Bond -Primary shares  Dividend  
74. -Salomon High Yield  None  sold  2007  
75. -Legg Mason Partners Global High Yield Bond -Cl  Dividend  buy  2007  
76. -T. Rowe Price Equity Income -Class  Dividend  
77. -Nationwide NVIT Mid Cap Index -Class  Dividend  
78. -Oppenheimer Global Securities -Non-service shares  Dividend  
79. -Templeton VIPT Foreign Securities -Class  Dividend  
80.  
81. Brokerage account#  
82. -American Funds, Fundamental Investors  Dividend  buy  2007  
83. -Federated Kaufmann  Dividend  
84. -Federated Kaufmann  Dividend  
85. -Harbor Capital Appreciation  Dividend Income Gain Codes: s1.ooo less l,001 -$2,500 2,501 -$5,000 5,00I -$15,000  ESl5,00l -$50.000  
(See Colwnru and 04) $50,001  $100.000 4100,001 -$1,000.000  Ill 41,000.001 -$5,000,000 =.More than $5,000.000 Value Codes 15,000or less $15,001 -SS0.000 50,001 -$100,000 4100,001 -$250,000  
(See Columns and 03) $250,001 -$500.000  ossoo,001-s1,ooo,ooo Sl,000,001 -$5,000,000 ss,000.001 -s25,ooo,ooo $25.000.001 -$50.000,000 ore than $50,000,000 Value Method Codes  QAppraisal ost (Real Estate Only) =Assessment  ThMaikct  
(Sec Column C2) Book Value  Y=Other Estimated  

Date Report 
05/09/2008
Fischer, Nora 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 34-60 filing illstructions..J 
NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
Income during Gross value end Transactions during reporting period 
rcponing period reporting period 
(I) Amount 
Code 
(A-H) 
(2) (I) (2) (I) (2) Type (e.g., Value Value Type (e.g., Date 
div. rent, Code Method buy, sell, Month-
Code redemption) Dayor int.) (J-P) 
(3) (4) (5) 
Value Gain 
Identity 
Code Code 
buyer/seller 
(if private 
(J-P) (A-H) 
transaction) 
86. 
-Royce Pennsyl Mutual Invst Dividend 

87. Rowe Price Intl Disc Dividend 

88. Rowe Price Real est Fund Dividend 

89.  -Thornburg Inv Income Builder  Dividend  
90.  -Thornburginter Muni Class  Dividend  
91.  -Thornburg Ltd Tenn Govt  Dividend  
92.  -Thornburg Value Class  Dividend  

-Tweedy Browne Global Value Dividend 
-William Blair Int'] Growth Class Dividend 
95. 
-Dodge Cox Income Dividend 
96. 
-PIMCO Foreign Inst SHS Dividend 
-Thornburg Ltd Tenn Income Dividend 
98. -Prime Fund Capital Reserves Dividend 
-Dodge Cox Intl Stock Fund Dividend 
100.  
IOI.  (Y) Mass Mutual Life Insurance Policy  Interest  
102.  (Y) Mass Mutual Life Insurance Policy  Interest Income Gain Cudcs: 1,000 less ,00 -S2,500 '52,501 -S5,000  D$5,00l -Sl5,000  ESt5,001-$50,000  
(See Columns and D4) s5o,oot -s100,ooo  GSJ00,001-SI,000.000 s1,ooo,001 -$5,000,000 More than $5,000.000 Value Codes $15.000 less s15,001 -s5o,ooo  t.$50,001-$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 s500,001 -$1,ooo.ooo s1.ooo,001 -S5,ooo,ooo =$',000,001 -$25.000.000 =$25,000,00 -$50,000.000 More than $50,000,000 Value Method Codes =Appraisal ost (Real Estate Only) =Asses.sment =Cash Market  
(See Column C2) =Book Value  V=Other =Estimated  

-------
Date Report 

Fischer, Nora 
05/09/2008 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes 1ltose spouse and dependent children; see pp. 34-60 filing instructions.) 

NONE (No reportable income, assets, transactions.) 
reporting period
Transactions during rep orting period
Description Asselsincluding trust asselsGross value end reporting period 
Typebuy 
(!) (2)

(e.g., Date sell, Month 
(Value
3)Code 
(!) 
(4) (5)
Gain 
(2) (2) (e.g., Value Value
div., rent, Code Method 
'L'

/AmountCode
Plac "(X)" after each asset exempt from prior disclosure Code 
Identity buy er/seller(if private trans action 
 
103.  
104.  HSA#l  
105.  -(Y) Dodge and Cox International  Dividend  
106.  -(Y) Artisan Small Cap  Dividend  
107.  -(Y) PFPC, Cash account  Interest  
108. lncome Gain Codes: ""$1.000 less =SI ,001 -$2,500  C=S2,501 -$5,000  D=S5,00l -Sl5,000  
(See Columns 04) =$50,001 -$100.000  G=SI00,001 -$1.000.000 =Sl,000.001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =S50,00I  100,000 =$100,001 -$250.000  
(Sec Columns and 03) =S250,00I -$500,000 =S''