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Judicial Watch • Paul L Friedman Financial Disclosure Report for 2009

Paul L Friedman Financial Disclosure Report for 2009

Paul L Friedman Financial Disclosure Report for 2009

Page 1: Paul L Friedman Financial Disclosure Report for 2009

Category:Financial Disclosure

Number of Pages:18

Date Created:November 12, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Appreciation, Paul L Friedman, FRIEDMAN, CAPITAL, Equity, price, 2009, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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llnitcd iStatts Di.sttirt ourt for the 1E'istrin lumbia 

'Ullashington, Q:. 20001 
CDiambrrs 
:tiaul 'f.. fritdman 'ldniccd .$romi Bisnin judge 
The Honorable Bobby Baldock 
Chair 
Judicial Conference the United States 
Committee Financial Disclosure 
One Columbus Circle, N.E. 

Washington, D.C. 20544 

Dear Judge Baldock: you noted your July 22, 2010 Jetter Harbor Capital Appreciation was listed 2008 Report (with Column Income, Value Transactions information) but was not listed 2009 Report. explanation (that the positions were sold June 2007 and thus were longer reportable) should have been provided 2008 Report (dated May 15, 2009) under "Part Vll Additional Information Explanations" but was inadvertently omitted; account owned which either have any control financial interest has owned Harbor Appreciation Inst'! since the June 2007 
sale Harbor Capital Appreciation Inst'! was reported 2007 Report (dated May 15, 2008). Hopefully the above information addresses the issue you noted your July 22, 
2010 Jetter. 
II. AGREEMENTS. (Repordng Individual only; pp. U-16 filing lnstrucdons.) Spouse's Non-Investment Income -Jfyou were marrieJ during any portion th reportingyear, complete this section. 
(Dollar omnunt not required eJtcept for hanoruria.j 
[ZJ NONE (No reportable non-investment income.) 

IV. REIMBURSEMENTS -transportal/on, lodging, food, entertaln-nL 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) GIF'J'S. (Jnc/utks those"' spouse anti dependeltl children; see pp. 28-31 off.Jing inst1uctions.) NONE (No reportable gifts.) 

VI. LIABILITIES. (Includes those spouse and depelltlent children; pp. 32-33 filing instrucdons.) 
[Z] NONE (No reportable liabilities.) 

Date Repi!r1 

05/1412010 
VII. INVESTMENTS and STS -incoltUI, value, transactions (Includes those SpollSe ttnd dependtnt children; see pp. 340 filing instructid NONE (No reportable income, assets, transactions.) Description Assets -----r 
Gross value end Transactions during reporting period (including trust assets) reporting period 
ofreporting period 
(2) 
(2) (I) c2i (3) 
(5) 
Place '(X)" after each asset 
Amount Type (e.g., 
Value Value 
Date Value Identity
Typc(e.g., 

Code 
div., rent, 
Code2 Method Code2
exempt from prior disclosure 
buyer/seller
buy, sell, mm'dd/yy 
(A-H) int.) 
(ifprivate(J-P) Code3 redemption) (J-P) 
(Q-W) transaction)
-------

 lncomc Gain Codes: {Sec Columns 1111d 04) ..Sl,000 less F-SS0,001  $100,000 =$1,001 -$2.500 $100,001 -Sl,000,000 =$2,SOI -$5,000 Ill 1.000.001 -$5.000.000  D=SS,001-$15,000 112 -More than $5,000,000 S,001  SS0,000 Value Code> (Se< CoJumps and 03)  J'415,000or loss =$250,001 -$500,000 =$I 5,00 -$50,000 =$500,001 -$1,000,000 -$50,00 -SI 00,000 =$1,000,001 -$5,000,000 =$100,001 -$250,000 =$5,000,001  $25,000.000 -$2.S,000,001 -$50,000,000 =More t1wi sso.000.000 Value Method Codes  Q=AJll'nlisal =Cost (Real fable Only) =Assessmcot =Cas:b Markel  
(See Column CZ) =Book Value --Other  W=l:!.mated 

Date Report 
Friedman, Paul 
05/1412010 
VII. INVESTMENTS and TRUSTS -income, l'Rlue, transactian$ r1nc1,.des lho$e spouse and .upenknt children; see PP 34-6oofflling 1nstruct1ons.J NONE (No reportable income, assets, transactions.) 
Description Assets  Income during Gross value end Transactions during reporting period (including trust assets) reporting period ofreporting period 
(I)
(l) 
(2) 
(2) (3) (4) (5) 
Value 
Date Value 
Gain
Value 
Type(e.g., 
"-;l'""
mm/dd/yy  Code 
.Place "(X)" after each asset Amount 
Type (e.g., 
Identity 
Code 
div., ren 
exempt from prior disclosure 
Code
Code2 
Melhod 
buy, sell, 
buyer/seller 
(A-H) int.) (J-P) 
Code 
redemption) 
(A-H) (ifprivate
(J-P) 
transaction)
(Q-Wj 

18. Buy
01116109 
(add'!) -Vanguard Short Term Tax Exempt Fund Dividend Buy 

07/16/09 

20. Buy 12/31/09 
(add'!) 
21. -Brown Capital Mgmt Small Company None Buy 12/31/09 
22. -Perkins Mid Cap Value Fund None Buy 12131109 -Royce Special Equity Fund None Buy 12/31109 
24. 
IRA ACCOUNT#! Dividend 

25. 
-T. Rowe Price Equity Income 

26. 
-American Beacon lnt'I Equity Sold 

03/03/09 
(part) Sold 

03/11/09 
28. -Longleaf Panners Buy 07/16/09 
(add'l} 
29. -Longleaf Partners Small Cap Sold 03111/09 
(part) 
30. -PIMCo Real Return 
31.. -Schwab Money Market -Morgan Stanley -American Funds EuroPacific Growth Fd. 
34. -T. Rowe Price Mid Cap Growth lDcome Gain Codes: 
(See Colwnos and 04) 
Value Codes (Sec Colwnns and 03) 
Value Method Cod



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