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Judicial Watch • Patti B Saris Financial Disclosure Report for 2006

Patti B Saris Financial Disclosure Report for 2006

Patti B Saris Financial Disclosure Report for 2006

Page 1: Patti B Saris Financial Disclosure Report for 2006

Category:Financial Disclosure

Number of Pages:49

Date Created:August 31, 2007

Date Uploaded to the Library:November 13, 2013

Tags:PATTI, SARIS, Patti B Saris, Assessment, Estimated, Market, 2006, INVESTMENTS, EPA, transactions, TRUSTS, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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AOlO Government Act 1978 
Rev.112007 
FOR CALENDAR YEAR 2006 U.S.C. opp. 101-111) Date Report Person Reporting (last name, first, middle Initial) Court Organization 
5/9/2007
SAR.IS, ITT U.S.D.C. MASSACHUSEITS Reporting Period 'title (Article lll Judg Indicate active senior status; Sa. Report Type (check appropriate type) 
magiscratejudges indicate full-or part-time) 
01/01/2006
Nomination, Date
DISTRICT COURT JUDGE (ACTIVE) 
Initial Annual Final 129 
1213112006 
Sb. Amended Report Chambers Office Address the basis the information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance 
with applicable laws and regulations. MOAKLEY U.S. COURTHOUSE COURTHOUSE WAY, SUITE8IiO BOSTON, 02210 
Reviewing Officer Date 
IMPORTANT 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.) OVERSEER (President 1/1/06 thru 6/30/06) HARV ARD UNIVERSITY BOARD OVERSEERS, CAMBRIDGE, 
DIRECTOR BOARD LEGAL AFFAIRS, INC., NEW VEN, 
CO-TRUSTEE TRUST#3 
CO-TRUSTEE TRUST#4  CO-TRUSTEE  TRUST#S  TRUSTEE  TRUST#6  enCJ  TRUSTEE TRUSTEE  TRUST#7 TRUST#8 (/") 'P' ::0 CJrri_  (")  TRUSTEE  TRUST#9  .,,r 
10. CO-TRUSTEE TRUST#l3 11. DI.RECTOR BOTTOM LINE INC, BOSTON, (non -profit org. 
JI, AGREEMENTS. (Reporting individual only; see pp. U-16 ofinstruclions.) 
[RJ NONE (No reportable agreements.) 

Date Report 

SARIS, PATTI 
51912007 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 instructions.) Filer's Non-Investment Income 
(KJ NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's Non-Investment Income -IJyou were married during any portion the reporting year, complete this section. 
{Dollar amount not required except.for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 2006 PRESIDENT AND FELLOWS HARVARD COLLEGE, CAMBRIDGE, -salary 
HARVARD BUSINESS SCHOOL PUBLISHING, -Royalties 

HARVARD BUSINESS SCHOOL INTERACTIVE, INC, -Nonemployee compensation 

IV. REIMBURSEMENTS -transportation, lodging.food, entertainmenl 
(Includes those spouse and dependent children. See pp. 25-27 instructions.)  NONE (No reportable reimbursements.)  
SOURCE  DESCRIPTION  FJA  May 6-8: Washington, FJA Committee Meeting (transportation lodging) 
Federal Circuit May 18: Washington, Federal Circuit Judicial Conference (transportation) 
USDC Accounting Office October 17-19: Palm Beach, Transferee Judges Conference (transportation lodging) 
University Texas November 29-December Austin, TX7th Annual Advance Patent Law Institute (transportion lodging) 

Date Report 
SARIS, PATTI GIFTS. (Includes t/10se spouse and dependent c!tildren. See pp. 28-31 instructions.) 
(EJ NONE (No reportable gifts.) 
SOURCE DESCRIPTION 	VALUE 

VI. LJABJLJTIES. (Includes those spouse and dependent c!tildren. See pp. 32-33 instructions.) 
 	
NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE
Name Person Reporting 
Date Report 
5/9/2007
SARIS, PATTI 
VII. INVESTMENTS and TRUSTS -income, va111e, transactions r1nc111des t1tose the spouse and dependent c1tildren. see PP 34-60 filing insrmctions.J NONE (No reportable income, assets, transactions.) 
-----------------.- 
Gross value end 
Description Assets Income during 
Transactions during reporting period 
reporting period 
(including trust assets) reporting period 
(I) (2) 
(I) (2) 
(3) 
(4) 
Place "(X)" after each asset Amount 
Type (e.g. 
Value Value 
Value 
Gain 
Identity 
Type (e.g. Date 
Code Method 
Month-
Code 
buyer/seller
buy, sell, 
Code
exempt from prior disclosure (A-H) int.) Code (J-P) 
(if private transaction) 
redemption) Day (A-H) 
(Q-W) 
Income Gain Codes: =$1,000 less =$1,001 -$2,500 c=$2,501. $5,000 0=$5,001-$15,000 E=$15,001 -$50,000 (See Columns and 04) =$50,001  $100,000 G=$100,00l -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 
Value Codes 	J=$15,000or less K=$15,001  $50,000 =$50,00 -$I 00,000 =$100,00  $250,000 (See Columns and 03) N=$250,00 -$500,000 =$500,001. $1,000,000 =$1,000,00 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 =Appraisal =Assessment 
Value Method Codes =Cost (Real Estate Only) T=Cash Market 

(See Column C2) =Other 
U=Book Value ""Estimated 

Date Report 
5/9/2007
SARIS, PATTI 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those oft/le spouse and dependent children. See pp. 34-60 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  (2)  (2)  (l)  
Place (X)" after each asset  Amount  Type (e.g.  Value  Value  Type (e.g.  
exempt from prior disclosure  Code  div., rent,  Code  Method  buy, sell,  
(A-H) int.)  (J-P)  Code  redemption)  
(Q-W)  

Date Month-Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =$1,000 less ,00 -$2,500 =$2,501 $5,000 =$5,001 -$15,000  E=S15,00l -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,001 -Sl,000,000 =Sl ,000,00t -$5,000,000 =More than $5,000,000 Value Codes 5,000 less =$t5,00I -$50,000 =$50,00  00,000 =$100,001 -$250,000  
(See Columns and DJ) =$250,001 -$500,000 =$500,001  $1,000,000 =$1,000,001 -$5,000,000 =$5,000,00t -$25,000,000 Value Method Codes =$25,000,001  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Name Person Reporting 
Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes t1tose the spouse and dependent children. see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets Transactions during reporting period 
(including trust assets) 
reporting period 
(I) (2) reporting period 
(2)
(I) 
Value
Value 
Code 
Method 
(I) (2)Date 
(3)Code 
(4)
Gain 
(5)
dentity 
Amount 

Type (e.g. Type (e.g. 
div., rent, 
buy, sell, int.) 
Code3 
redemption) 
Day
(J-P) 
(Q-W) 
Place "(X)" after each asset exempt from prior disclosure Month
Code 
buyer/seller(A-H) 
(if private transaction) Income Gain Codes: =$1 ,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,00 -$50,000  
(See Columns and 04) =$50,001 -$!00,000 =$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 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment ::=Book Value =Estimated  

Date Report 
51912007
SARIS, PATTI 
VII. INVESTMENTS and TRUSTS -income, vat11e, transactions r1nc111des t1tose oft1te spo11se and dependent chitdren. see PP 34-60 offiting instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount Type (e.g.  Value  Value  Type (e.g.  Date  Value  Gain  Identity  
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  
(Q-W)  transaction) Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,001 -Sl,000,000  Ill =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00I -$I 00,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V:::oOther =Assessment =Book Value =Estimated  

Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
reportmg period 
Value 
Description Assets 

ransac 10ns unng repor peno reporting period 
(including trust assets) 
(2)
Place "(X)" after each asset Amount Type (e.g.cxempl from prior disclosure Code d.1v., rent, 
(2) (2) 
(5)
(3) 
(4)
(I)
ype (e.g. 
redemption)
Date Month
Identity buyer/seller 
Value 
Code 

Gain Code 
Value
Code Method buy, sell, 

Code Day(J-P) 
(if private transaction)
(J-P) 
(A-H)
(Q-W) 
''"') fncome Gain Codes: ,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,00t -$1 5,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,00t -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00 -$100,000 =$100,00 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment :::Book Value =Estimated  

Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instr11ctions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501  $5,000 =$5,001 -$15,000 =$15,001 -$50,000 (See Columns and D4) =$50,001  $100,000 =$100,001-$1,000,000 =$1,000,001-$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,00 -$50,000 =$50,00 $I 00,000 =$100,001 -$250,000 (See Columns and D3) =$250,001 -$500,000 0=$500,001-$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 (See Column C2) =Other Value Method Codes =Cost (Real Estate Only) =Cash Market =Appraisal =Assessment =Book Value =Estimated 

Date Report 
51912007
SARIS, PATTI 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those oftlte spouse and dependent children. See pp. 34-60 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  

(2) 
(2)
(I) 
(I) 
(2) (4) (5) 
Place "(X)" after each asset  Amount  Type (e.g.  Value  Value  
exempt from prior disclosure  Code  div., rent,  Code  Method  
(A-H) int.)  (J-P)  Code  
(Q-W)  

Type (e.g. buy, sell, redemption) Date Month-Day 
Value  Gain  Identity  
Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =$1,000 less =$1,001 -$2,500  c=$2,501 -$5,000  0=$5,001-$15,000 =$15,001 -$50,000  
(See Columns and 04)  F=$50,001 -$100,000 =$!00,00t -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes  J=$15,000 less  K=$15,001 -$50,000  L=$50,00I -$I 00,000 =$!00,001 -$250,000  
(See Columns and 03)  N=$250,001 -$500,000  0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00t -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000  T=Cash Market  
(See Column CZ) =Appraisal  V=Other =Assessment  
U=Book Value =Estimated  

Date Report 
51912007
SARIS, PATTI 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, ansactions.) 
Gross value end 
Description Assets Income during 
Transactions during reporting period 
reporting period 
(including trust assets) rting period (I) (2) 
(2) 
(4) 
(5)
(3)
(I) 
Place "(X)" after each asset Amount Type (e.g. 
Code exempt from prior disclosure div., rent, 
(A-H) int.) 
Value 
Value 
Method
Code 
Code
(J-P) 
(Q-W) 
Type (e.g. buy, sell, redemption) Date Month Day 
Identity Code Value Gain 
buyer/seller (J-P) Code (if private transaction) (A-H) Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001  $50,000  
(See Columns and 04) =$50,001 -$100,000 =SI00,001 -$1,000,000 =$1,000,001. $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00! -$50,000 =$50,00 -$100,000 =$100,00 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,00I -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, va1 11e, transactions r1nc1udes those tile spouse and dependent children see PP 34-60 filing ins1r11c1ions.J NONE (No reportable income, assets, transactions.) 
Description Assets lnco (including trust assets) report 
Place "(X)" after each asset Amount exempt from prior disclosure during  Gross value end  Transactions during reporting period  
ing period  reporting period  
(2) inl.)  (I) Value Code (J-P)  (2) Value Method Code (Q-W)  (I) Type (e.g. buy, sell, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-HJ  (5) Identity buyer/seller (if private transaction) Income Gain Codes: =$1,000 less =$t,001 -$2,500 =$2,501 $5,000 =$5,001 $15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,00 I00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =SI 5,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment ""Book Value =Estimated  

Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (ltic/udes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: =$I ,000 Jess =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Cohunns and 04) =$50,001 -$100,000 =$100,001 -SJ ,000,000 =$1,000,001 -$5.000,000 =More than $5,000,000 Value Codes =$15,000 less  K=$15,001 -$50,000 =$50,001 -$100.000 =$100,001 -$250,000  
(See Columns and 03) =$250,00J -$500,000 =$500,001 1.000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value ::=Estimated  

Date Report 
51912007
SARIS, PATii 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
Gross value end 
------,
Description Assets Income during Transactions during reporting period 	reporting period 
(including trust assets) reporting period 
(2) 
(I) 
(I) 
(2) 
(3) 
Place "(X)" after each asset 
exempt from prior disclosure 
Value
iAmount Type (e.g. 
Value 
Type (e.g. 
Date 
Value 
Identity 
Gain 
Code 
div., rent, 
Method
Code 
buy, sell, 
Code 
Month-
Code 
buyer/seller 
Code 
redemption) 
Day 
(if private 
(J-P) 
(J.P) 
(A-H) 
transaction)
(Q-W) '"' Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 (See Columns and D4) =$50,001 -$100,000 =$100,001. $!,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,00!  $100,000 =$100,001 -$250,000 (See Columns and D3) =$250,001  $500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00! $25,000,000
 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market =Appraisal =Assessment 
(See Column C2) =Other =Book Value =Estimated 

Name Person Reporting 
Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 ofjili11g instructions.) NONE (No reportable income, assets, transactions.) 
D.A. 
Gross value end Description Assets during Transactions during reporting period 
(including trust assets)  reporting period  reporting period  
Place "(X)" after each asset  Amount  (2) Type (e.g.  (I) (2) (I) (2) (3) (4) (5) 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) int.)  (J-P) Code redemption) Day (J-P) (A-H) (if private  

transaction) lncome Gain Codes: =$1,000 less =$1,00 -$2,500  c=$2,501 -$5,000 =$5,001 -$15,000  E=$15,001 -$50,0-00  
(See Columns and 04)  F=$50,001 -$100,000  0=$100,001-$1,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes  I=$15,000 less  K=$15,001 -$50,000  L=$50,00  00,000 =$100,001  $250,000  
(See Columns and 03)  N=$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment  
U=Book Value  W=Estimated  

Name Person Reporting 
Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, va1ue, transactions r1nc111des those the spouse and dependent children. see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: =$1,000 less 1,00 -$2,500 =$2,501 -$5,000 =$5,00 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=$15,00I -$50,000 =$50,00 -$I 00,000 =$100,001 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,001  $1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value ""Estimated  

Name Person Reporting 
Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those oft/le spouse and dependent children. See pp. 34-60 instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets during 
Gross value end Transactions during reporting period
(including trust assets) rting period 
reporting period 
(2) 
(2) 
(5)
(I) (2) 
(3) 
(4) 
Amount Type (e.g. 
Value Value
Place "(X)" after each asset
Code 
Code Method
exempt from prior disclosure 
(A-H) 
';,;;';'
(J-P) Code 
(Q-W) 
Type (e.g. Date buy, sell, Month- 

redemption) Day 
Value Gain 
Identity Code 
buyer/seller (J-P) Code (if private transaction) (A-H) Income Gain Codes: =$1,000 oriess =$1,001 -$2,500 =$2,501 -$5,000 =S5,00I -$15,000 15,00 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=$15,00l -$50,000 =$50,00 -SI 00,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001  $500,000 =$500,001. $1,000,000 =$1,000,001  $5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Name Person Reporting 
Date Report 
SARIS, ITI 
5/9/2007 
VII. INVESTMENTS and TRUSTS income, va1ue, transactions r1nc111des those ofrhe spouse and dependent children. see PP 34-60 fl/inc insrructions.J NONE (No reportable income, assets, transactions.) Income Gain Codes: ,000 less  8=$1,00 -$2,500  c=$2,501 -$5,000  D=$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4)  F=$50,001 -$!00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes  J=$15,000 less  K=$15,00 -$50,000  L=$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3)  N=$250,001 -$500,000  0=$500,001 -$1,000,000 =$1,000,001  $5,000,000  P2=$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment :o::Book Value  W=Estimated  

Date Report 
SARIS, PATTI 
51912007 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
--- -i- 
(A-H) int.) (J-P) Code redemption) Day 

(if private 
(A-H)
(J-P) 
transaction)
(Q-W) 
L___
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
(I) (2) (I) (2) 
(4)
(3) 
(5)
(I) 
Place "(X)" after each asset Amoo"' [_""' Value Value 
Type (e.g. 
Date 
Value 
Identity 
Gain 
exempt from prior disclosure Code Method 
buy, sell, 
Month 
Code 
buyer/seller
Code 
255. Withdrawal 02/10 

Name Person Reporting 
Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those of/he spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

Date Report 
Name Person Reporting 
5/9/2007
SARIS, PATTI 
VII. INVESTMENTS and TRUSTS --income, vatue, transactions r111c111des t1tose of11te spouse and dependent c1ti/dren. see PP 34-60 filing i11s1r 11c1ions.J NONE (No reportable income, assets, transactions.) Income Gain Codes: 	A=$ l,000 less =$1,00 $2,500 c=$2,501 -$5,000 D=$5,001 -$15,000 =$15,001 -$50,000 (See Columns and D4) F=$50,001 -$100,000 =$100,001 -S!,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 
Value Codes =SI 5,000 less K=$15,00I -$50,000 =$50,00 -$I 00,000 =$100,001 -$250,000 (See Columns and D3) N=$250,00 -$500,000 =$500,001. $1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 

P3=$25,000,00 -$50,000,000 =More than $50,000,000 =Appraisal =Assessment 
Value Method Codes =Cost (Real Estate Only) =Cash Market 

(See Column C2) =Other 
U=Book Value W=Estimated 

Name Person Reporting 
Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those the spouse and dependent children. see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
D.A. during 

---1 r:;:
Description Assets 
Gross value end 
Transactions during reporting period 
(including trust assets) ting period 
r-c1ll 
"(X)"
after each asset !AmountCode 
reporting period 
(2) 
Date (3)Value Gain Identity (2)
Type (e.g. 
Value Value 
div. rent, 
Code Method int.) 
Place 
Type (e.g.
exempt from prior disclosure 
Code
buy, sell, 
Code 
redemption) Day
(Q-W) 
Month-
Code 
buyer/seller
(if private transaction)(J-P) (A-H)(J-P) Income Gain Codes: =$I ,000 Jess J,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001  $50,000  
(See Columns and 04) =$50,001 -$100,000 =$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 =$50,00I -$I 00,000 =$I 00,00 -$250,000  
(See Columns and 03) =$250,001  $500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =-Assessment =Book Value =-Estimated  

Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those the spouse and dependent c1zudren. see PP 34-60 instructions.) NONE (No reportable income, assets, transactions.)
Description Assets come during 
Gross value end Transactions during reporting period 
(including trust assets) rep orting period 
reporting period
(2)
(2) 
(3)
{I) (2) 
(4) 
(5) 
Value 
Method 
Code
Place "(X)" after each asset Amount Type (e.g. 
Value 
Type (e.g. Date 
Value 
Gain 
Identity 
Code 
Code 
buy, sell, Month 
buyer/seller 
redemption) Day (if private transaction) (A-H)
(J-P)

Code 
div. rent, 
Code
exempt from prior disclosure int.) 
(J-P) Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =SI 00,001 -$1,000,000 =$1,000,001 -$5.000,000 =More than $5,000,000 Value Codes =$15,000 less =SI 5,001 -$50,000 =$50,00 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =5250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5.000,000 =$5,000,00 -$25,000.000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) ore than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Book Value =Other =Assessment =Estimated  

Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes tltose oftlte spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) during 
Gross value end Transactions dur reporting period 
ting period 
repor(including trust assets) reporting period 
(I) (2) 
(3)
l(i) (2) (I) (2) 
Gain 
(5)
Identity Type (e.g. 
Place "(X)" after each asset exempt from prior disclosure Value Type (e.g. Date 
Value 
Code Method 
buy, sell, Month-
Code 
redemption) Value
(A-H) 
t 
div., rent, int.) (J-P) Code 

buyer/sellerDay 
(if private transaction)(J-P) 
(A-H) Code 
(Q-W) 
cash equivalent 
340. -PIMCO Commodity Real Return Mututal Dividend Purchase 01/05 Fund 
341. 
Purchase 01/18 

342. 
Purchase 06/23 

343. 344. 345. 346. 347. 348. 349. 350. 351. 352. 353. 354.  -Interest Micro closely held asset (bal escrow acct) Europac Growth Mutual Fund First Eagle Gold I-formerly First Eagle Sogen Gold GMO Tax Managed Intl III Mutual fund Long leaf Partners Fund Mututal Fund MSIF Inc Intl Small Cap mutual fund Battery Ventures L.P. Brookside Cap Partners L.P.  None Dividend Dividend Dividend Dividend Dividend Distribution None  Purchase Purchase Final distm Buy Buy Buy Buy Buy Buy Buy Cap Contrib  09/22 12/28 01/26 12/26 12/13 07/10 12/26 11/08 07/05 12/21 02109  
355.  Friends Lime Rock L.P.  Distribution  Cap Contrib  01/20 Income Gain Codes: ""$1,000 less =$1,00 -$2,500 =$2,501 $5,000 =$5,001 -SI 5,000 =$t5,00t -$50,000  
(See Columns and D4) =$50,001 -$100,000 =$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 =$50,001 -$100,000 =$100,00I -$250,000  
(See Columns and D3) =$250,001  $500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Name Person Reporting 
Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes those ofttze spouse and dependent chitdren. see PP 14-60 offllinc instructions.J 
NONE (No reportable income, assets, transactions.) 
Description Assets during 
Gross value end 
Transactions during reporting period 
(including trust assets) rting period reporting period (I)1 Amount Code (A-H) IL__  (2) Type (e.g. div., rent, int.)  (I) Value Code (J-P)  (2) Value Method Code (Q-W)  (I) Type (e.g. buy, sell, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction)  

Place "(X)" after each asset exempt from prior disclosure 
356. 
Cap Contrib 05/01 
Cap Contrib 07/05 
358. Prin Distn 12/15 Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =St,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=Sl5,001 -$50,000 =$50,00 -$I 00,000 =$100,00 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,001 -Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value ""Estimated  

Date Report 
Name Person Reporting 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (lnc/udes tlwse tlte spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
-- 
Gross value end 
Description ssets Income during 
Transactions during reporting period 
reporting period 
(including trust ssets) reporting period (I) (2) 
(2) 
(2)
(I) 
Place "(X)" after asset !Amount Type (e.g. exempt from prior isclosure int.) 

:LI
""' 
Value 
Value 
Code 
Method 
Code
(J-P) 
(Q-W) 
GainType (e.g. 
Date 
Value 
Identity buy, sell, 
Code IMonth 
buyer/seller redemption) 
Code 
Day (A-H) (if private transaction) 
(J-P) 
(4) Income Gain Codes: =$t,OOO less =$1,00 -$2,500 =$2,501 $5,000 =$5,001 -SI 5,000 =$15.00  $50,000  
(See Columns and 04) =$50,001  SI00,000 =$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 =$50,00 -SI 00,000 =$100,00 $250,000  
(See Columns and 03) =$250,001  $500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001  $25,000,000 Value Method Codes (See Column C2) =$25,000,001 -$50,000,000 =Appraisal =Book Value =Cost (Real Estate Only) =Other =More than $50,000,000 =Assessment =Estimated =Cash Market  

Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those the spouse and dependent children. see PP 34-60 o/Jiling instructions.; NONE (No reportable income, assets, transactions) 
-------, 
Gross value end 
Description Assets Income during 
Transactions during reporting period 
(including trust assets) reporting period 
reporting period
(2) 
(3) 
(4)
(I) (2) 
(5)
(I) (2) 
Value Value
"(X)" after each asset Amount Type (e.g. 
Type (e.g. 
Gain
Place Date 
Value 
Identity
Code Method 
buy, sell, 
Month-
Code 
Code buyer/seller
exempt from prior disclosure (A-H) 
Code int.) 
redemption) 
Day 
(if private 
(A-H)
(J-P) 

(J-P) 
transaction)
(Q-W) Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -$5,000  0=$5,00t -$15,000 =$15,00I -$50,000  
(See Columns and 04) =$50,001 -$100,000 =SI00,001 -$1,000,000 =$1,000,001-$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00 -$I 00,000 =$100,00 -$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

VIL INVESTMENTS and TRUSTS -income, va111e, transactions (Includes those oftlze spo11se and dependent children. see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
------------ Transactions during reporting period  
(I) Type (e.g. buy, sell, redemption)  (2) Date MonthDay  (3) Value Code (J-P)  (4)Gain Code (A-H)  (5) Identity buyer/seller (if private transaction) Description Assets Income during Gross value end (including trust assets) reporting period reporting period (I) (2) (I) (2)
Place "(X)" after each asset Amount 
Type (e.g. Value Code 
Value Method Code 

cxempl from prior disclosure (A-H) int.) (J-P) Income Gain Codes: ::::$ ,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 (See Columns and 04) =$50,001 -$] 00,000 =$100,001 -$1,000,000 1,000,00 -$5,000,000 =More than $5,000,000 
Value Codes 15,000 less K=$15,001-$50,000 =$50,001 -$100,000 =$100,001 -$250,000 (See Columns and 03) =5250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 
Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market =Appraisal =Assessment 

(See Column C2) =Other =Book Value -=Estimated 

Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS --income, vatue, transactions r1nc111des those the spouse and dependent children. see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: ,000 less =$1,00 -$2,500  c=$2,501 -$5,000  D=$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -SI00,000 =SI00,001 -Sl ,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=$15,001 -$50,000  L=$50,00 -SI 00,000 =$100,001 -$250,000  
(See Columns and 03)  N=$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000  T=Cash Market  
(See Column C2) =Appraisal  V=Other  S=Assessment  
U=Book Value =Estimated  

Date Report 
51912007
SARIS, PATTI 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependeltt clti/dren. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
Inca 
repo (1)
Amount Code (A-H) 
[___ during rting period  Gross value end reporting period  Transactions during reporting period  
(2) Type (e.g. div., rent, int.)  (I) (2) Value Value Code Method (J-P) Code (Q-W)  (1) Type (e.g. buy, sell, redemption)  (2) Date Month -Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction)  

-i--D. Income Gain Codes: ,000 Jess 1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes (See Columns and DJ) Value Method Codes 15,000 Jess =$250,001  $500,000 =$25,000,001  $50,000,000 =$15,001 -S50,000 =$500,001 -$1,000,000 =Cost (Real Estate Only) =$50,001 -SI00,000 =$1,000,001 -$5,000,000 =More than $50,000,000 =SI00,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment =Book Value =Estimated  

Date Report 
SARIS, TII 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes 1110se the spouse and dependent children. see PP 14-60 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) 
Place "(X)" after each asset mount exempt from prior disclosure 
Code (A-H) 
(2) 
Type (e.g. Value Value
div rent, Code2 Method int.) (J-P) Code 

(I) Type (e.g. buy, sell, redemption)  (2) Dale Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction) Income Gain Codes: =$1,000 less ,00 -$2,500 =$2,501 -$5,000 =$5,00 5,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$!00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,00 -$50,000  L=$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column CZ) =Appraisal  V=Other =Assessment  
U=Book Value  W=Estimated  

Date Report 
51912007 
VII. INVESTMENTS and TRUSTS -income, value, transactions r111c111des those oft11e spouse and dependent children. see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
1 

Description Assets Incame during 
Gross value end 
Transactions during reporting period 
(including trust assets) 
reporting period 
reporting period (2) 
(I) (2) 
(1) 
Value 
Type (e.g. 
(3) 
(5)
Identity 
(I)
Amount
Place (X)" 
exempt from prior disclosure 

after each asset Type (e.g. Value Date 
Value 
Gain
Code
div., rent, 
Code 
Method buy, sell, 
Month-
Code 
Code 
buyer/seller 
(A-H) int.) 
(J-P) Code 
redemption) 
Day 
(if private 
(J-P) 
(A-H) 
(Q-W) 
transaction) 
-------- Income Gain Codes: =$1,000 less =$1,00 -$2,500  c=$2,501 -$5,000 =$5,001 15,000 =$15,00t -$50,000  
(See Columns and 04) =$50,001 -SI00,000  G=SI00,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =$50,00 -$I 00,000 =$100,001 -$250,000  
(See Columns and 03) =5250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Name Person Reporting 
Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des t1tose the spouse and dependent children. see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 
- -------- 1D.
Description Assets Income during 
Gross value end 
(including trust assets) eporting period 
reporting period  Transactio during porting period  
(I)  (2)  (3)  (4)  (5)  
Type (e.g.  Date  Value  Gain  Identity  
buy, sell,  Month  Code  Code  buyer/seller  
redemption)  Day  (J-P)  (A-H)  (if private  
transaction)  

(I) 
Value
Place "(X)" after each asset unt Type (e.g. 
Value 
Code
div., rent, 
Method
exempt from prior disclosure 

(J-P) Code 
(QW) Income Gain Codes: =SI ,000 less =$1,001 -$2,500 =$2,501  $5,000 =$5,001  $15,000 =$15,001 -$50,000  
(See Columns and D4) =$50.001 -SI00,000 =$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  $100,000 =SI00,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 $1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment =Book Value =Estimated  

Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, va111e, transactions r1nc111des those the spouse and dependent children. see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place "(X)" after each asset exempt from prior disclosure 
Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501  $5,000 (See Columns and D4) =$50,001  SI00,000 =SI00,001 -$1,000,000 =Sl,000,001-$5,000,000 
Value Codes =$15,000 less =SI 5,001 -$50,000 =$50,00 00,000 

 
(See Columns and 03) =$250,001  $500,000 =$500,001. $1,000,000 =$1,000,001  $5,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 =Appraisal =Assessment Value Method Codes =Cost (Real Estate Only) 
(See Column C2) =Other =Book Value =Estimated 

Date Report Name Person Reporting 

51912007
SARIS, PATTI 
VII. INVESTMENTS and TRUSTS -income, value, transactions (lnc/11des those the spouse and dependent children. See PP 34-60 offiling instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: 1,000 less  8=$1,001-$2,500 =$2,501  $5,000 =$5,001  $15,000 =$15,001  $50,000  
(See Colwnns and 04) =S50,00I  SI00,000 =$!00,001  $1,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  $50,000 =$50,00  00,000 =$I 00,00  $250,000  
(See Columns and 03) =$250,00I  $500,000 =$500,001  $1,000,000 =$1,000,00I  $5,000,000 =$5,000,001  $25,000,000 Value Method Codes =$25,000,00  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc111des t1zose oft1te spouse and dependent c1zitdre11. see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 
---------------- 
Description Assets lnco 
(including trust assets) rting period (!) Place "(X}" after each asset IAmount exempt from prior disclosure Code 
(A-H) during  Gross value end reporting period  Transactions during reporting period  
(2) Type (e.g. div., rent, int.)  (!) (2) Value Value Code Method (J-P) Code (Q-W)  (I) Type (e.g. buy, sell, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction) Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,00I 15,000 15,00 -$50,000  
(See Columns and D4) =$50,001 -St00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000  H2=More than $5,000,000 Value Codes =$15,000 less  K=$15,001-$50,000 =$50,001 -SI00,000 =SI 00,00  $250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000  T=Cash Market  
(See Column C2) =Appraisal U=Book Value  V=Other =Assessment W=Estimated  

Name Person Reporting 
Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those oft spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets during  Gross value end  
(including trust assets)  reporting period  reporting period  
Place "(X)" after each asset  (I) Amount  (2)  (I) Value  (2) Value  
exempt from prior disclosure Code (A-H)  1v., rent, int.)  Code (J-P)  Method Code  
(Q-W)  

(I)  (2)  (3)  (4)  (5)  
Type (e.g.  Date  Value  Gain  Identity  
buy, sell,  Month- Code  Code  buyer/seller  
redemption)  Day  (J-P)  (A-H)  (if private  
transaction)  

560. 
Purchase 07/05 

561. 
Purshase 08/02 

562. 
Purchase 09105 Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501  $5,000  0=$5,001-$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001  SI00,000 =$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 =$50,00 -$I 00,000 =$I 00,00 -S250,000  
(See Columns and D3) =$250,001  $500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value ""Estimated  

Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, vaille, transactions (Jnc/11des those oft/re spouse and dependent clrildren. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
---------- ------- 
Description Assets Income during 
Gross value end Transactions during reporting period 
reporting period 
(including trust assets) reporting period 
(!)
(I) 
(2) 
Place "(X)" after each asset IAmount code
exempt from prior disclosure (A-H) 
Value Value
Type (e.g. 
Code Method
div., rent, 
(J-P) Code int.) 
(Q-W) 

(!)  (2)  (3)  (4)  (5)  
Type (e.g.  Date  Value  Gain  Identity  
buy, sell,  Month- Code  Code  buyer/seller  
redemption)  Day  (J-P)  (A-H)  (if private  
transaction) Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -SI 5,000 =$15,001  $50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =Sl,000,001 -$5,000,000 =More than SS,000,000 Value Codes 15,000 less  K=Sl5,00I -$50,000 =$50,00 -$I 00,000 =SI00,001 -SZ50,000  
(See Columns and 03) =$Z50,00 -$500,000 =$500,001 -Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$Z5,000,00J -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column CZ) =Appraisal  V-::oOther =Assessment =Book Value =Estimated  

Date Report 

SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes t1tose oft1te spouse and dependent children. see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Value Codes 15,000 less  K=$15,00! -$50,000 =$50,00 -$I 00,000 =SI 00,00 -$250,000  
(See Columns and 03) =5250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Date Report 

SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nctudes those of11te spouse and dependent c1tudre11. see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: =$1,000 less =St ,00  $2,500 =$2,50t  $5,000 =$5,00t St 5,000 =$15,001 $50,000  
(See Columns and D4) =$50,001  $100,000 =$100,001  Sl,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00t  $50,000 =$50,00 -$I 00,000 =$t00,00I -$250,000  
(Sec Columns and D3) =$250,001  $500,000 =$500,001. $1,000,000 =$1,000,001  $5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,00  $50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Date Report 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, vaille, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during 
(including trust assets) reporting period 
(2) 
Place "(X)" after each asset Amount Type (e.g. exempt from prior disclosure Code div., rent, int.) 
(A-H) 
Gross val end Transactions during reporting period reporting period 
(I) (2) (I) (2) (3) (4) (5) 
Value Value Type (e.g. Date Value Gain Identity Code Method buy, sell, Month -Code Code buyer/seller (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) Income Gain Codes: 1,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,00 -$15,000 =$15,001 -$50,000  
(See Columns and D4) =$50,001 -$100,000 =SJ00,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =SJ 5,000 less =$15,001 -$50,000 =$50,00 -$I 00,000 =$100,001 -$250,000- 
(See Columns and 03) Value Method Codes =$250,00 -$500,000 =$25,000,00 -$50,000,000 =$500,001 -$1,000,000 =Cost (Real Estate Only) =$1,000,001 -$5,000,000 =More than $50,000,000 =$5,000,00 $25,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated  

Date Report 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets Incom:uring Gross value end
Transactions during reporling period (including trust assets) reporting period reporting period 
(I) 
(2) 
(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 Method 
buy, sell, 
Month 
Code 
Code 
buyer/seller 
(J-P) 
Day
Code redemption) 
(J-P) 
(A-H) 
(if private 
(Q-W) 
transaction) Income Gain Codes: =St ,000 less ,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001  -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,00t -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 orless  K=$15,00l -$50,000 =$50,00 -$I 00,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 ,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal =Other =Assessment =-Book Value =Estimated  

Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc111des those t1te spouse and dependent children. see PP 34-60 filing instmctions.J NONE (No reportable income, assets, transactions.) Income Gain Codes: =5t ,000 less ,00  $2,500 =$2,50t  $5,000  D=S5,00l -$15,000 =SI 5,001  550,000  
(See Columns and D4) =$50,001  $100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =SI 5,000 less  K=$J5,00I -$50,000 =$50,001 -SI00,000 00,00  $250,000  
(See Columns and D3) =$250,001  $500,000 =$500,001. $1,000,000 =$1,000,001  $5,000,000 =$5,000,001  $25,000,000 Value Method Codes =$25,000,00 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Other =Assessment =Book Value =Estimated  

Date Report 
SARIS, PATTI 
51912007 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those oft1te spouse and dependent c1tildre11. see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: =-$1,000 less  8=$1,0{Jt -$2,50() =$2,501 -$5,0()0 =S5,0{JI -St 5,000 15,001 -$50,0{JO  
(See Columns and 04)  f=$50,001 -Sto0,000 =$100,00t -Sl,00(),0{)0 =Sl,000,00t -$5,00(),0{JO =More than S5,00{),0{)0- Value Codes =SI 5,000 less  K=S15,0{JI -$50,0()0 =$50,00 -$10(),000 =$I 00,00  5250,000  
(See Columns and 03) =$250,001 -$500,0()0 =$500,001 -SI ,000,000 =$!,000,001-$5,00(),000 =$5,0()0,00 -$25,000,000 Value Method Codes =$25,00(),0{Jt -$50,000,0()0 =Cost (Real Estate Only) =More than $50,0()0,000 =Cash Market  
(See Column Cl) =Appraisal =Other =Assessment =Book Value =Estimated  

Name Person Reporting 
Date Report 
SARIS, PATTI 
5/9/2007 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those the spouse and dependent children. see PP 34-60 filing instructions.;  NONE (No reportable income, assets, transactions.)  
-1  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

----- 
(4) 
(5)
(2) 
(2)
Place "(X)" after each asset Amount 
Type (e.g. Value Value 
Type (e.g. 
Date 
Value 
Gain 
Identity

(A-H) Month 
Code
exempt from prior disclosure 
Code Method 
buy, sell, 
Code 
buyer/seller 
Code int.) (J-P) redemption) Day 
(if private 
(A-H)
(Q-W) 
transaction)

l___t__ 
696. Streettracks Gold Trust (mutual fd) (new) None Buy 06/23 Income Gain Codes: 1,000 less =$1,001 -$2,500 =S2,50t  $5,000 =$5,00t -St 5,000 =$15,001 -$50,000  
(See Columns and D4) =$50,00t -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less  K=$15,00l -S50,000 =$50,00 -$I 00,000 =$100,001 -$250,000  
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 ost (Real Estat Only) =More than S50,000,000  T=Cash Market  
(See Column C2) =Appraisal =Other =Assessment =Book Valu =Estimated  

Date Report 
Name Person Reporting 
51912007
SARIS, PATTI 
VII. INVESTMENTS and TRUSTS --income, l'aille, transactions (Includes those oft!te spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
--------------
"------, 
Gross value end 
Description Assets lncome during 
Transactions during reporting period 
reporting period 
1-rnT
Amount Type (e.g.

(including trust assets) 
Place "(X)" after each asset reporting period 
(2) 
(I) (2) 
(I) 
(4) 
(5)
Value Value Identity Type (e.g. Date Value 
Code Method
div., rent, 
buy, sell, Month-
Code 
buyer/seller
Code 
(J-P) Code int.) 
redemption) Day 
(A-H) 
(if private 
(J-P)
(Q-W) 
transaction) 
Gain 
713.  
714.  
715.  
716.  

A=$1,000 less =$1,00 -S2,500 =$2,501 -$5,000 D=$5,00 -S15,000 15,00 -$50,000 1,000,00 -$5,000,000 =More than S5,000,000 L=$50,001 -$100,000 =$I 00,00 -5250,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =More than $50,000,000 
T=Cash Market =Assessment W=Estimated 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicaleparto/Reporl) 
Part Postions Reference made Trust and Trust which -is co-trustee. All asssets have been separately reported the FDR and properly disclosed. 

Part VII. Investments and Trusts 2006 FDR, Part VII, notations 
Item #20: During calendar year 2005 this bank account was linked Columbia Municipal Money Market the financial institution, Bank America. During 2005 the linking feature was discontinued the said Bank. Therefore, the reference the money market has been deleted from the description, and the income type has been changed from Dividend Interest reflect only bank interest earned for calendar year 2006. There are Columbia Municipal Money Market funds owned reportable the 2006 FDR. 
Item #369: 12/31/06 value represents funds held escrow distributed the owner 2007. 
Item 530 668: Wavemark Inc. Conv. Prom Note (#529) was converted Series pfd stock (#667).  

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 2-30 One Columbus Circle, N.E. Washington, D.C. 20544