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Judicial Watch • Patricia H Minaldi Financial Disclosure Report for 2003

Patricia H Minaldi Financial Disclosure Report for 2003

Patricia H Minaldi Financial Disclosure Report for 2003

Page 1: Patricia H Minaldi Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:14

Date Created:February 2, 2005

Date Uploaded to the Library:November 13, 2013

Tags:Stifel, Nicolaus, Patricia H Minaldi, MASON, funds, Fidelity, mutual, trust, 2003, EPA, dividend, IRS, Financial Disclosure, ICE, CIA, Judge


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POSmONS. (Reporting individual only; sec pp. 9-13 filing instructions) NONE -(No reportable positions.) Manager lms other Manager.) 

(Includes those spouse and dependent children. Sec pp. 25-27 instructions.) NONE (Nosuchreportablcreimbursemcnts.)

 NONE. (No such reportable gifts.) 
 

VI. LIABILITIES. (Includes those spouse and dependent children. 
 NONE (No reportable liabilities.)
 

Name Person Reporting 
Date Report 
Minaldi, PatriciaH 
412412004 vn. INVESTMENTS and TR.USTS -income, value, lranscations (includes those the llpOllSt and dcpcndeotchildren. See pp. 34-57 filing iosuuctions.) Income during Gross end Tnnsacticms dmingreporting period 
Description Assets reportiag period (includingtrust assets) not exempt
(1) (2) (I) (2) (1) 
(2) (3) (4) 
Value Value
Place "(X)" llfler Cach asset exempt Amount Type {e.g.om prior disclosure div. rent. 
Value
Date: Identity 
Mamh
Code2 Mclbod buy, sell, lllCIJ!ef. 
Cocle
Code2 buyer/seller 
(.J-P) Cocle3 Day
(A-H) int.) 
(if private 
CJ:P)
J.l' tnmsacticm)
redemption)(Q-W) 
DNONE (No rqKll1lble income, assets, transactions) Miucn:x, LLC  None  Northwest Mutual Ins. Co. (account)  Interest  Legg Mason Cash Reserve Trust  Dividend  Hibernia National Bank (Accounts)  Interest  Legg Mason Special Investment Trust  Dividend  Legg Mason Cash Reserve Trust  Dividend  Legg Mason Opportunity Trust  Dividend  Legg Mason Cash Reserve Trust  Dividend  Legg Mason Opportunity Trust  Dividend  
10.  Other Property-St Mary Parish (undivided interest)  None  

-Fidelity Aggressive Growth 	Fidelity IRA.
11. 
-Fidelity Growth Companies 	Fidelity IRA 
12. 
13. 	
-Fidelity Value Fidelity IRA K- 

14. 
-Spartan Total Market lndcx. Fidelity IRA 

16. 
Fidelity IRA Dividend 	Please sec note inPartVIIl. 
Stifel, Nicolaus IRA Dividend 	Please see not Part VIIl. 	Stifel, Nicolaus -AIM Equity Funds Blue Clip Fund 
17. 
IRA -Hartford Mutual Funds Capital Appreciation Fund 	Stifel, Nicolaus18. 
mA. Income/Gain Codes: "'.Sl-;000 :Qt-'B ,..S.1.;ll01"'$4;Scio "';sp1;.ssj(IOO i=SSOOJ.SlS,000 =$15,001-$50,000 (See,COl11mns 11nd D4) ;SSQ;OOl;;SIOOOOO  ,c, #1oo;op1-"S1000;000 'RI =.:StJ9000145;tJOO;OOO More than SS;000,000 Vlllue Codes: Sl5;000cor less ::K -$1$,00lSSO,OOO =SSO;OoJ-$10MOO =$100;001-.P..SO;OOO {5ec Columns and D3) ..,525();'$S.oo.ooo ,-0 =Ssoo.001 siooo;ooo ,pJ =.s4000,001..ss;-0oo;noo  1'2 =ss.000;001.;sisooo.ooo =525,000;00HS0.-000,-000 =$More:tban$50,ll00;000 Appraisal Cost (Real Estate Only) Assessment Cash/Market Vlllue Method Codes 
Date Report 
Name Person Reporting 
Page of2 
Minaldi, Patricia 
4/2412004 
VII INVESTMENTS and TRUSTS -iDcome, value, traoscalions (mcludes those the spaWIC and dependent children. See pp. 34-S7 filing instructions.) IDcome dsiog Gross value end Transactions during reporting period 
Description Assets 
rq>arting period reporting period 
(mcluding trust usets) 
llQt exempt from (2) (l) (1) 
(2) 
Place "(X)" after cich asset eiccmpt Amount Type (e.g. Value Value Type (e.g. Date: buy,1ell,
div. rent. 
Value Gain Identity 
Code2 Code buyer/seller 
Month Method
from prior disclosute Code2Codel int.) 
Code3 	merger, Olly {J-P) {A-(if private redemption) 
transactioo)
(Q-W) 
-Hartford Mutual Funds Midcap Fund Stifel, Nicolaus 
IRA. 
20.  Hartford Mutual Funds Global Health Fund  Stifel, Nicolaus  
IRA.  
21.  First Trust Target VIPPortfolio  Dividend  Buy  8-1  

22. 
New ode Whole Life Dividend Please see note inPartVIIl. 

23. 
Northwest Mutual Whole Life Dividend Please see note PartVIIl. 

24. 	
Nortwcst Mutual Whole Life Dividend Please see note -- inPartVIIl. 

-
25. La. Deferred CompensationFund Please see note PartVIIl. 
26. La. State Employee RctircmcntSystem Please see note inPartVIIl. 
B ..... $l,O.QlS2;soo =$2;SOl-S5;ooD $5.;00lSlS,000 S15,001-$50,000  -



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