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Judicial Watch • Richard M Berman Financial Disclosure Report for 2008

Richard M Berman Financial Disclosure Report for 2008

Richard M Berman Financial Disclosure Report for 2008

Page 1: Richard M Berman Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:17

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Richard M Berman, Appraisal, Assessment, Estimated, Estate, children, Market, 2008, INVESTMENTS, transactions, TRUSTS, dividend, Financial Disclosure, ICE, CIA, income, Judge


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III. N-INVESTMENT INC ME. (Reporting individual and spouse; see pp. 7-24 filing 
instructions.) Filer's Non-Investment Income 
[{] NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(yours, not spouse's) Spouse's 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 (add'I) 
54. Goldman Sachs Dividend Buy 217 (add'!) 
Buy 10/3 (add'I) 
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