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Judicial Watch • Richard M. Berman – 2008

Richard M. Berman – 2008

Richard M. Berman – 2008

Page 1: Richard M. Berman – 2008

Category:Federal Judges

Number of Pages:17

Date Created:October 21, 2009

Date Uploaded to the Library:July 29, 2014

Tags:Richard M Berman, Appraisal, Assessment, Estimated, Estate, children, filing, Market, 2008, assets, INVESTMENTS, spouse, transactions, TRUSTS, Codes, dividend, Federal Judge, income, Judge


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Berman_Richard_M 
 
III. N-INVESTMENT INC ME. (Reporting individual and spouse; see pp. 7-24 filing 
instructions.) Filers Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income you were married during any portion the reporting year, complete this section. 
SOURCE AND TYPE 2008 Barnard College 
IV. REIMBURSEMENTS -transportation, lodging,Jood, entertainmenL 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] 	NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 
VJ. LJABJLJTJES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE Bank America (formerly Greenpoint Mortgage Bank) 
 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (1nc1udes those spouse and dependent children: see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 
 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Income Gain Codes: =SI ,000 less =$1,001 -$2,500 =$2,501-$5,000 0=$5,001-$15,000 =$15,001 -$50,000 
(Sec Columns and 04) =$50,001  $100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 li2 =More 1han $5,000,000 Value Codes =$15,000 less =$15,001. $50,000 =$50,001 -$100.000 I00.00 -$250.000 
(Sec Columns and 03) =$250,001  $500.000 =$500,00I -$1,000.000 =$1,000.001 -$5.000,000 =$5,000,001  $25.000.000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) Income Gain Codes: A=S 1,000 less =$1,001  $2,500 =$2,501-$5,000 D=$5,001 -$15,000 5,00I -S50,000 
(Sl!c Columns and 04) =$50,001 -SI00,000 G=SI00,001-$1,000,000 =$1,000,001 -$5,000,000 =More than S5.000.000 Value Codes =$15,000 less K=$15,00t -$50,000 =$50,001 -$100.000 =$100,001 -$250.000 
(See Columns and 03) N=$250,001 -$500,000 =$500,001 -$1,000.000 =$1,000,001 -$5.000,000 =$5.000.00 1-$25,000.000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) U=Book Value =Other =Estimated 
 
Name Person Reporting 
Date Report 
Berman, Richard 
5/12/2009 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those 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 during reporting period (I) (2) Amount Type (e.g., Code div., rent, (A-H) int.) Gross value end reporting period (l) (2) Value Value Code Method (J-P) Code3 (Q-W) (I) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) (4) (5) Date Value Gain Identity Month-Code Code buyer/seller Day (1-P) (A-H) (if private transaction) 
 
52. Berkshire Hathaway None Sold 11/18 (part) 
Buy 11/26 (addI) 
54. Goldman Sachs Dividend Buy 217 (add!) 
Buy 10/3 (addI) 
56. Sold (part) 11/18 
57. Franklin Income Fund Dividend Sold (part) 1/22 
58. Proctor Gamble, Co. Dividend 
 
60. 
Amer. Funds Dividend 
Dodge Cox Int! Stock Fund Dividend 
61. American Growth Fund Dividend Buy (add!) 1/2 
62. Sold (part) 10/29 
 
63. 
Johnson Johnson Dividend 
 
64. 
Publicis N.A. Dividend Sold 5116 
 
65. 
Dodge Cox Stock Fund Dividend 
 
66. 
Publicis Group ORAs 	None Sold 12/5 
 
67. 
Publicis Group Warrants 	None 
 
 
Sold 
(part) 
68. 	Sold 12/24 (part) Income Gain Codes: 1,000 Jess 41,001 -$2,500 =$2,501  $5.000 =$5,00 -SI 5,000 15,001  $50,000 
(Sec Columns and 04) =$50,001 -$100,000 =SI00,001 -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 -S100,000 =$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 =$25,000,001  $50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 
 
VII. INVESTMENTS and TRuSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 
 
VII. 
INVESTMENTS and TRUSTS -income, varue, transactions r1nc1udes those spouse and dependent children: see PP 34-60 filing instructions.) 
 
VII. 
INVESTMENTS and TRUSTS income, value, transactions