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Judicial Watch • Robert H Cleland Financial Disclosure Report for 2003

Robert H Cleland Financial Disclosure Report for 2003

Robert H Cleland Financial Disclosure Report for 2003

Page 1: Robert H Cleland Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:18

Date Created:February 3, 2005

Date Uploaded to the Library:November 13, 2013

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EASTERN DISTRICT MICHIGAN 
Theodore Levin United States Courthouse, Suite 707 
231 West Lafayette Boulevard 

Detroit, Michigan 48226 
Chambers 
ROBERT CLELAND 
District Judge 
September 2004 Hon. Mary Lisi, Chair, Committee :Financial Disclosure One Columbus Circle, N.E. Washington, D.C. 20544 
Re: Calendar Year 2003 
Filing; request for additional information 

Dear Judge Lisi: letter dated August 20, 2004, you requested certain additional information. assume that you not S(ek entirely reprinted report triplicate, and offer the missing corrected information here: 
Part, page and line reference per 8120104 letter  Correction, addition deletion  
Part VII, page line -Part VII, page line 120  "Fidelity Cash Reserves" "Fidelity Cash Reserves"  
Part VII, page 11, line 196 -Part VII, page line  "Fidelity Cash Reserves Col. 8(1) blank; Col 8(2) none"  
Part VII, page line 11 -Part VII, page line 104 VII, page 11, linefollowing line 179  Col. blank; cot. D(3) "J" Col. C(1) "P.1" Col. A:. "San Paolo IMI (stock)" 
United States District Judge 

1/2004 
FOR CALENDAR YEAR 2003 u.s.c. App. 101-111) Person Reporting (Last name, first, middle initial) Court Org mzation Date ofRtiport 
CLELAND, ROBERT 	EASTERN DISTRICT :WCIIlGAN 07123/2004 Title (Article Illjudges in,di!cate active seni"or status; Report Type (check appropriate type) 
Ci. Reporting Period 

magistrate judges indi'catefall-or part-time) Nomination, Date 
1/1/2003-12/31/2003
ACTIVE UNITED STATES DISTRICT JUDGE 
Initial Annual Final Clum1ben Office Address the basis the informaon contained this Report andany modifications thereto, is, opinion,
707 Theodore Levin U.S. Cou:rthouse compliance laws and regul tions. 
231 llayette Blvd Detroit, N.licb.igan 48226 
ReviewiagOffi.cer 	Date POSITIONS. (Repo11i11g individual only; see pp. 9-13 lnsmu:tions.} 
POSmON NAMEOFOR.GANJZATIONffiNTITY NONE (No reportable positions.) 
Seveit these entities constitute those fiduciazyn:lationships 
listed :Section "FR tlu:ough "FR 7"' though not 1hat ordeT Co-Tiruslee 

Co-Tirnstee Co-Ticustee Co-Ticustee 
Trust4 

Trusts President 	Fo11Ddation Presiclent 	Sub-Chapter Coi:poration Co-Trustee 	Partn.exshi.p Member 	Board ofDirecton Condominium Associatio111 	AGREE11ENTS. (Reporlingindividual only; Hepp. 14-16 oflnstn:tions.) DA.Tg PARTIES AND TER.M:S NONE (No reportalle agreements.) 
1985 	DJEFERRED COMP. AGREEMENT; ADMINISTRATOR: NATIONWIDE INSURANCE COMPANY 
1973 	RETIREMENT PLAN; COUNTY ST. CLAIR; AGE ELIGIBILITY NONINVESTMENT INCOME. (Reporting!ndividual and spouse; see pp. 17-24 ofInstructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 3,000 Spousie's Non-Investment 1Dcom1e yon were IIUllTied during any portion the reporting year, please complete this section. (dollar amoun1t n111t required exeep1t for honoraria) 

2003 
Date ofReport 
VII. Page INVESTMENT and TRUSTS -income, value, transactions 	See pp. 36-54  
Description Assets  Income during  Gross value  Transactions during reporting period  
Indit:ttte wltm qp11cllble wner  reporting period  end reporting period  
t1u! llS6d 1ub1g the ]HITDllbetical  
"(J)'!forfamt 01menh!I reportilllg  (1)  (2)  (1)  (2)  (1) not exempt from disclosure  
inliivilhud 1iiuf pouse, "(S) "for  Amoun  Type  Value  Value  Type  
squmite ownemh!J spouse. "(DC) for ownemhi)J dependent child. Pl1tce ")" rfter e1tclt llS8d exempt ftw ,,,,Wr tliscloBrm!.  tCode (A-H)  (e.g., dividend, rent interest)  (J-P)  Melbo dCode (Q-W)  (e.g., buy, sell, partial sale, merger, redemption  (2) Da.te: Monfh.. Day Value Code (J-P)  (4) Gain Code (AH)  (5)1 Idimtity buyeu'selleir (if pri:vate transaction)  Parmmllrip  Distrib  P-1  Cash  Interest  

Citizens FirstBllDCOlp Inc (stock) Dividend Buy 7125 CUB Investment Partnmsbip Distrib Defei:red Compensation Plan N011e Gteel:dield Commm:ial C:ted:it Interest: Buy 5129 On::ei:dield Commercial Credit IJ..C B111y 6/2 Greei:dield Commercial Credit J..C Buy 6/24 
 Greellfield Commercial Credit I.LC Buy 6125 Lincoln National (stoc:k) Dividend Partial Sell 10/23 Sta!llilard Fedmal, flea, Michigan Int.en:st Closed 2003 
Natic1nal Bank (checking) (rental) -.Couniy, (nmtal) Rent 
-14 Dividend
IRA.l Capital 	Jenscm Portfolio C1ass (mutual Buy 	Nortlllea:st Investo:rs Trust (Muti uil Buy 4/30 Funrll) 	Norllica:st Inwsto:rs Trust Sell 1115 FUlllll) 	Hemiess:y Cornerstone Growth(mutual Inc/Ga.in Codes: A=l,000 less B=Sl,001-$2,500 C=2,501-$5,000 D=$5,001-$15,000 E==$15,001-$50,000 (Co1Bl,D4) F=$50,000-$100,000 0=$100,001-1,000,000 H=$1,000,001-$5,000,000 H2=$5,000,00I more Val Codes: 1'=$15,000 less K=$15,001-$50,000 L=$50,001-l00,000 M=$100,001-$250,000 N=$250,00l-$500,000 (Col Cl, D3) O==Sb0,000-$1,000,000 Pl= 1,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$.S0,000,001 more Val Mth Codes: Q=Appraisal R=Cost{real estate only) S=Assessment T=Cash/Marlcet (col C2) U=Book Value V=Other W=Estimate 

2003 
(Includes those ofspouse and depimdent child1en. 
VII. Page INVESTMENT and TRUSTS -income, value, 1mnsactions Seepp. 36-54 bu/ructions.) 
Description cif 1'.ssets Income during Gross value 
Transactions during reporting period
reporting period end reporting Indiellle whei"I! ppliellble owner periodthe 118Sel umrg the partmllietlelll "(J)"for }om't s11V11enhip repordiig (1) 
(2) (1) (2) 
(1) not r.xempt from disclosure Type
individulll tuul pouse, "(S)" for Amoun 
Type Value Value separate omr.r!rsiip spnse. "(DIC)"' tCode 
(e.g., Code tho dividend, 
sell. partial
sale. 
(2) (3) (5) (4) 
dCode(J-P)
for ownershq, b.J dependent child. 
(A-H) 
Date: 
Value 
ldimtity Month-Code Code buyer/selle:r (ifpriivate lraIISaction) 
rent (Q-W)
interest)
Phu:e t111 "(.'.) 1ifier each asset 
Day
merger,
redemption 
(J-P)
exempt from .Prit'r tIJst:losure. Hussman Strategic Growth (mutll fund)
MatlJ:iews Asian Growth l11ccm1.e Fund (Mutual Fund) 
-Pmdcmt lBear FDS Inc (stock) 
Tweedy Brown Global Value Fund (mutual fund)
Partn=rship 
.Aztm (stock) 
CUB Imicstmcnt Parlncislllp
Excelsior Value and Restruc1m:ing 
(mubial :fund) 
-Fidelity Daily Income (mutual fu:ad) 
Fidelity Diversified Jnte:mational FU!Jd (mubial fund) 
-Greeillfield Comm. Credit U.C (stock)
Buy 9126 
Buy 6125 Sell 4129 None
Sell 6124 None Dividend
Buy 6125 
(stock)
Buy 6126 
Buy 6/'Z!
Greeillficld Commercial Credit U..C 
(stock)
Buy
HUSSIIllllll Strategic Growth (mllitllial 
612' 
fund)I 
Lince>JnNational (stock)
Ncedlhatn Growth Fund (mutual fond} Sell 6/6 None Inc/Gain c)de,s: A=l,000 less B=Sl,001-$2,500 C=2,501-S5,000 D=$5,001-$15,000 E=$15,001-$50,000(Col Bl, D4) F=S.50,000-$100,000 0=$100,001-1,000,000 H=$1,000,001-$5,000,000 H2=$5,000,001 more Val Codes: J,=$1_5.i_DOO less K=$15,001-$50,000 L=$50,001-100,000 M=$100,001-$250,000 N=$250,001-$500,000 (Col c1, D3) o=Soo,000-sa,000,000 l,000,001-ss,ooo,ooo P2=$5,ooo,001-$2.5,000,ooo P3=$25,ooo,001-$so,ooo,ooo P4=$50,ooo,001 CJrmore Val Mth Codes: Q=Appraisal =Cost {real estate only) S=Assessment T=Caslv'Matket (col C2) U=Book Value V=Other W=Estimate 
Juliu!: BiLer Global J:ncome Imd (mutual 
2003 
(111cludes those spouse and dependent i:hildren. 
VII. Page INVESTMENT and 'll'RUSTS -income, value, transactions Seepp. 36-54 hzsiructions.) 
Description i.ssets Income during Gross value Transactions during :reporting period reporting period -end reporting 
lndie11te w1Hre rtppliari/e owner 
period 
the llSSet rmn:g thepaenthedetd
"(J) "for joiilt awnenhqJ repom1!i (1) (2) (1) 
(2) (1) not exempt from disclosure 
inl/itlidrud aml .rpo1Ut!, "(SJ" for Amoun Type Value 

Value Type 
seplll'llfe pause. "(IJ!C)" 
tCode (e.g., buy, (2) 
sell, partial Date: Value 
Code Metho 
(4) (5) 
Ga.in Identity 
(J-P) Code 
for o-ershi'1 liependent dtihl. (AH) dividend, 
nmtor (Q-W) sale, Month-Code 
Code bii.yer/sellc:r (ifPllU:l!IUI "(X)" intcn:st)
after esteh 1188el 
Day (J-P)merger, 
(A-pxivat.e lra:nsaction) 
exempt fr11m pn'or tlisda810't!. redemption Prodimt Global Income Fund (m11J.tual Buy 61U fund) RydeoxS.ector Rotation Cl!lss (stock) 
(IRA)
Schmdeir Small (mut11Jall fond) Shalll=rI nvestnr (s1ock) Sell 5115 None
SymSelcct (mutual fund) 
- 
FRl  
Capital Gains  
Excellsior Value and R.eslruc:turg (mutual fond)  Sell  11/0.S 
Fidelity Cash R.eseJves (mutual fimd) 
Hmmessy Comerslone Growth (iuutual fund) Sell  11/0:5  
Hussman fuind) Stra.legic Growth (mutual Buy  6126 
JensenPortfolio (stock) Buy  11/07  

Buy 6124 
fund) 
Juliu!: iLeI' Intern'] Jnstl (stouk)- Sell  6124  None  
Lincoln National (stock) 
Ma.ttbews Asian Growth lIICODl1e Fund(m 1111:ual fund) Buy  6124.  

Needbam Growth Fund (muma.l iimd) Sell 616 Inc/Gain Codes:: A==l,000 less B=$1,001-$2,SOO C=2,501-$5,000 D=$5,001-$1:5,000 E=$15,001-$S0,000(Col Bl, D4) F=$50,000-$100,00Cl G=$100,001-1,000,000 H=$1,000,001-$5,000,000 H2=$5,000,001 ormore Val Codes: J=,$15,000 less K=$15,001-$50,000 L=$50,001-100,000 M=$100,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) 0=50(100-$1,000,000 F'l= $1,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$2S,000,001-$50,000,000 P4=$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash!Market 
(col C2) U=BookValue V=Other W=Estimate 

(mutual fund) 
2003 	Name Person Reporting 
(Includes those spouse and dependent children. 
VII. Description .ssets Income during Gross value a.t Tra.nsactions during reporting period
end reporting 
Indkate wheire ipplicable owner 
period 
the etby 1'uh.rg tke pttre11tltetkttl 
"(J) "for joint 111menlio t1f rt!Jlllrlb1g {l) (2) (1) (2) {1) not exempt from disclosure individulll raid If/I 1111Se, "(S) "far Amoun Type Value Value Type :sep111'11te -'!7'8 iip spouse. "(Dir:)" tCode (e.g., Code Metho (e.g., buy, 
(2) 
(4) (5)(3) 
 dependent child. (A-H) dividend,for owner.vii.fl 
Plaee "(,'.;) 1rjier each 1166d 
dCode sen, partia.I 
Date: 
Value Gain Id1:mtity 
(Q-W) sale, 
Month
rent 
Code Code buyedseller(if 
merger, 
Day 
(J-P) (A-pxiivate tn1J11saclion) 
exempt from ,r1r disclosllre. 	redtion
6/24
NOifileast Investors Trust (mutual 	Buy  Northeast Jnveslors Trust (mutual  Sell  PilncTc>tal Return Instl (mutunl fund) Buy  Prudent(llobal Income Fund (mutual fund) Buy  

1115 
6/24 
6124 
RydeltSc.."Ctor Rotation Class (stock)
Sell 
1115 
None  Schroder Opportunities (mutulll fund) Buy  SchroderUS Opportunities (ll11u1t1Jiu fund)  Partial Sale  hort Term High Yield Bond Stron,g  Buy  

6125 
1115 
6/24
Sell 
11/5
IOrtTerm High Yield Bond
Slrong 
(mutualfllnd)
7/18
SYMSelect Growth (Mutual Funil) 	sen
6124
TumerUItta Short Dll1'1ltion Fixed 	Buy 
mutual fund)  Tweedy Brown Global Value Funii -Sell  6125  None  U.Ldvertmtly reported total sale 2001 Ill)>ort  Vanguatll Short Term COip (mumlll  Buy  11125 Inc/Gain Cod.es: A=l,000 orless B==$1,001-$2,SOO C==2,501-$5,000 D=$5,001-$15,000 E=$15,001-$50,000 (Col Bl, D4) F=$50,000-$100,000 G=$100,001-l,OOO,OOO H=$1,000,00I-$5,000,000 H2=$5,000,001 more Val Codes: J=$15,000 less K=$1S,001-$50,000 L=$S0,001-100,000 M=$100,001-$250,000 N=$250,00l-$500,000 (Col Cl, 03) O=SOOP00-$1,000,000 Pit=$ 1,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4==$50,000,001 more Val Mth Codes: Q=Appnrisal R=Cost (real estate only) S=Assessmem T=Casb/Market (col C2) U=Book Value V=Otber W=Estimate 

2003 
Da1e ofRepoJt 
Seepp. 36-54 ofhistntctions.)
VIL Page INVESTMENT and TRUSTS -income, value, transactions 
Description .Assets Income during 
Gross value Txansactions during reporting period 
end ofreporting
reporting period 
lnd"rcttt.e where 4rppIU:lliJle owner 
period 
Fund(m1 Ifnot exempt from disclosure 
the anet .111Si11 !/J the ptuenthetU:11l 
intiMllutd tnld ll1,POU:Se, "(S) "for Arnoun Type 

Value Type
Value
:sepBllte ownership :spouse. "(DC)" tCode (e.g., 
Metho (e.g., buy, (2)
Code 
(4) (5)
for 1'11'11ershF1 dependent child. (A-H) dividend, 
dCode sell, partial Date: Value
(J-P) 
Gain Identity 
rent 
(Q-W) sale, Month-Code Code bll1yerlselfor (if
"(J}"forjoa.it OHinership reporting (1) (2) (2) (1) 
Pltti:e 1111 "C%:)" 'lfter each asset inl=rest) 
merger, Day 
(J-P) 
private transaction)
exempt fr-_pri r1r tli:st:ltJ:srire. 
redemption 

SymSelc:.ct (mutual fund) 
Tweody ]Brown Global Value FllUld 
Sell 6124 None 
(mutualfimd) Dividend
FR3 Capital
Gains 
ATT(stock) 
Citizens13anking (stock) 
Comcast(stock) CUBibm'stment Partnership
Fidelity l.ow Price Fund (mu1nal 1imd) 
Buy 12119 Inc/Ga.in Codes: A=l,000 less B=$1,001-$2,SOO C=2,501-$S,OOO 0=$5,001-$15,000 E=$1S,001-$50,000 (Col Bl, D4) F=SS0,000-$100,000 0=$100,001-1,000,000 H=$1,000,001-$S,OOO,OOO H2=$5,000,001 or-more Dividend
FH.2 Capibil 
Gains 
AT'T(i1tock)
Citizcms :Banking(stock)
Comuast(stock) 
.CUB Inv estment Partoembip
Fideliityl -..Ow Price FUDd (nmtual fund) Buy 12119 
HUSSJDll:llL Str.ategic Growlh (mutual 
Buy 6124 
fund) 
Lincoln l..rational(stock) 
-M.attbewIS Asian Grow1h Income 
Buy 6125 Val Codes: J=$1S,OOO orless K=$15,001-$50,000 L=$S0,001-100,000 M=$100,001-$250,000 N=$250,001-$S00,000 (Col Cl, D3) O=S00,"000-$1,000,000 PI= l,000,001-$5,000,000 P2=$S,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 more Val Mfu Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash!Market {col C2) U=Book Value V==Other W=Estimate 

2003 
(Includes those spouse and dependent childreti. 
VII. Description wets Income during Gross value Tm:asactions during reporting period 

reporting period -end reporting Int1ktlle whe. rpplicable owner -period 
the asset the parenthetkal "(J) "forjoU.1 wnenhip ofreporting 
(1) (2) indlvidr11d a1' rpo11Se, "(S) "for 
(1) (2) 
Ifnot exempt tiom disclosute 
Amoun Type Value Value 
separtlte own spollS "(DC)" tCode forownenh 
Code Metho (e.g. buy,(e.g., (2) (3) (4) (5) (A-H) dividend, dCode
 dependent cJtiUl. 
Date: Value 
Identity
Gain 
Jent (Q-W) sale, Code Code b1yer/seller (if
PUu:e1111 ,,)"Irifler etu:h tlS$el 
interest) merger, 
Day 
(J-P)
private tmusaction)
redemption
exanpt frtnn. pri,,, dist:losure. Hussi Strategic Growth (mub!ral 
6124 
Lincc1 lnl ational (stock)
6125
Buy84 MatlilCW 
Fund 11tual fund)
Sel1=ct (mutual fund) 
Sell 
6124 None
Twee:dy 
(mutt LB1 fund) Dividend
F:... Capital oams AT' ltDck) Banking (stock) 
-90 Come:ast.(stock) 
-91 CUB ln'll "eSlment pm1nerS1Dp FideH 
1211! 
HusSllll8Jl Strategic Growth (rnutual 
6/.24.
Buy Lincclnlational (stock) 6125
MatlilCW 
Fund (mutua1 fund) Sym:Sell=ct (mutual fund) Tweedy Brown G1oba1 Value Fmd Sell 
6/24 None 
(mutIml Inc/Gain Cc1de!:: A=l,000 less B=$1,00!-$2,500 C=2,501-$5,000 D=S.S,001-$15,000 E=$15,001-$50,000 
(Col Bl, D4) F=S.S0,000-$100,000 G=$100,001-1,000,000 H=$1,000,001-$5,000,000 H2=$5,000,001 ormore Val Codes: 1=$15,000 less K=$15,001-$50,000 L=$50,001-100,000 M=$100,001-$250,000 N=$250,001-$500,000 (Col Cl, D3) O=S00,000-$1,000,000 F'l= 1,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 more Val Mth Codes: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Mari::et (col C2) U=Book Value V=Other W=Estirnare 
2003 Da1te Report Fm.ANGIAL DISCLOSURE REPORT CLELAN1), ROBERT 07/23/04 
(Includes those spouse and dependent chilJren. 
VIL Page INVESTMENT and TRUSTS -income, value, transactions See pp. 36-54 lristructions.) Description ofssets 
Income during Gross value Transactions during reporting period 
reporting period -end reporting Indiclrte whi. rippl1ellble owner 
period 
the llSSet .ng the porenthetical "(J) "for joi1 wnmshfp
(2) (1)(1) 
(2) (1) not exemptfrom disclosure reporti.ng 
Amolm 
Value Type sepuate owr.1 rhip spouse. "(DC)" inmidual .spouse, "(S) "for 
Type Value 
tCode 
(e.g., Code 
Metho (e.g., buy, (2) 
(3) (S)
Value
sell, partial 
dCode
(1-P) 
Code Date:
for 11wnenh dependent child. 
dividend,
(A-H) 
Gain Iclentity 
MoblLlyer/selfor (if 
sale,
rent 
(Q-W) 
Code
!'fler each uset 
inletest) 
Day p:riva.te transaction) merger,
Pl11u-"(l, 
(A-
redemption
exempt from priTor tlisdonre. 
Dividend 
FRS National (stock)
1c, fka NIPSCO (stock) 
Niso 

SEM  
Fidellity Spartan Florida Municipal lncOJne (mutual fund) 
Fidell Cash Reserves. Flmd (MM)
-rtsoDS Inc (stock) 
stock) 
-Allst11.te COIJP (stock) 
-Allte lC1)rp (stock)
t'l Group Inc (stock) Petroleum Corp (stock) 
ieca PLC (stock) 
Avrmilis (stock) Axa (stock) PLC (stock) BakerHughes Inc (stock) BiincoSanlaDderCenti. Hispmo 
Spon ADR{stock) 
Dividend 
Interest 
Buy 8/21 Buy 2/24 Buy 8122 Buy 8125
Buy 8/21 Inc/Gain Codei: A=l,000 less (ColBl, D4) F=SS0,000-$100,000  8=$1,001-$2,500 0=$100,001-1,000,000  C=2,501-$5,000 H=$1,000,001-$5,000,000 D=$5,001-$15,000 E=$15,001-$50,000 H2=$5,000,001 ormore Val Codes: J==$15,000 less (Col Cl, D3) O=SOO;Cl00-$1,000,00ID  K=$15,001-$50,000 Pl=$ 1,000,001-$5,000,000  L=SS0,001-100,000 M=$100,001-$250,000 N=$250,001-$500,000 P2=S5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 more Val Mth Cc>dei:: Q=Appraisal(col C2) U=Book Value  R=Cost (real estate only) V=Other  S=Assessment W=Esfunate T=CashlMarket  

2003 
FINANCIAL DISCLOSURE REF'ORT CLELAND, ROBERT 
Date ofReport 
07123/04 
VII. Page 
INVESTMENT 8llid TRUSTS -income, value, tnmsactions 
Seepp. 36-54 oflnstructions.) 
Description Assets Income during Gross value Transactions during reporting period reporting period end reporting 
Ind'U!tde wh1re applietlble owner ojf 
period 
the 11SSet u11111ng the pventhetiearl 

-If not exempt fiom disclosure 
eparme olPirer.hp spoue. "(DC)" tCode (e.g., Code Metho (e.g., buy, 
(2) 
(3)
for OJVll A!)' dependent ehild. (A-H) 
dCode
dividend, 
sell. partial 
Date: 
Value Cam Identity 
sale,
rent (Q-W) 
Month- 
Code bu.yer/seller (if
Plaee "(')0 after each 1188et interest} merger, 
Day 
(J-P) (A 
private transaction)
exempt from pr.ior tlisclosure. redemption 
Conci1cop
hillips (stock) 
"(J) "for joint wnenhp reporling 
(2) (1) (2) (1) 
1111/ivubud 1rnd spo11Se. "(S)" for Amoun Type Value Value Type
fonnt::r called Phillips Pelroleurn -Cosu:o Warehouse Corp (stock) 
Crediit Suisse Group Spon AJDR (stock) 
Danaher C01Jl (slock:} 
-Dell Computer Corp (stock) 
Delplii .AulomOtive ystems Colp> (stock) 
-Delpili Automotive Systems Cor:p 
(slock) 
Disney Walt (stock) 
Duke En=gy Corp (stock) Pont :Oe Nemours (stock) 
Eon SponADR {stock) 
Electronfo Da.ta Systems Corp (stctck)

Barclays PLC (stock)
BASF .Ag Spon ADR (s1Dck:) Belb:outh COJ}l (stock)
Catellpilllar Inc (stock)
Cign11 Corp (stock) Comeria Inc (sfl:>ck) 
EMC Ca1p Mass (stock) Ina/Gain Codes: A=l,000 less (Col Bl, D4) F=$50,000-$100,000 Val Codes: J=$15,000 less (Col Cl, D3) 506,tl00-$1,000,000 B=$1,001-$2,500 G=$100,001-l,OOO,OOO 
K=$15,001-$50,000 P1= l,000,00I-$5,000,000
Buy 
S/22 
Buy 
Buy 

Buy 

Sell 
Buy 
Buy 

2124 
8/25 
8121 
11124 
8125 
2/24 
8121 
2124 
C=Z,501-$5,000 D--$5,001-$15,000 None 
E=$15,001-$50,000 
H=SI ,000,001-$5 ,000,000 H2=$5,000,001 more 
L=$50,00I-100,000 M=$100,001-$250,000 N=$250,001-$500,000 P2=$5,000,00l-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 ormore ValMth Codles: Q=Appraisal R=Cost (real estate only) S=Assessment T=Cash/Market (col C2) U=Book Value V=Other W=Estimate 

Name Person Reporting 
2003 
Date ofReport 
CLELAND, ROBERT
FlNANCIALDISCLOSURE RF.-I>oRT 
VIl. Page INVESTMENT and TRUSTS -income, value, transactions  
Descriptio111 Assets  Income during Intlicate where 11pplicable owner  reporting period  
the tl8Set /J)' uJing the ptrrenthetical  

See pp. 36-54 Instructions.) Gross value Tnmsactions during I1'J)orting period end of:n:por1ing
(1) not exempt from disclosure
"(J) "for jo.int ownership reporting (1) 
(2) 
(1) 
Value Type
individual rntJ' spouse, "(S) "for Amoun Type 
Value
Metho (e.g. buy, 
septtrllte -ne1ship 11pouse. "(DC)" tCode (e.g., 
Code 
(2) 
(3) 
(4) 
dCode sell, partial 
for ownersldp dependent chi/ti. (A-H) dividend, 
(J-P) 
Date: 
Value 
Gain Identity er (stock)
Jolmson. Jolmson (stock)
Kimberl Cbuk Corp (stock) 
KLA-Tc:ncor Corp (stock)
KLA-Tcmcor Coip (stock)
LaF1Lige New Spon ADR (s!OOk:) 
Leln:nan Brothers Holdings (stock) 
Linc1olnNational (stock) 
Locld1ec:d Martin Cozp (stock) Inc/Gain O:ides: A=l,000 less B=$1,001-$2,SOO 
Buy 
SelU 

Buy 
Buy 

'Buy 
Buy 
Buy 
Buy 
Buy 
11/JlZ 
12/02 
ll/Jl8 
8/22 
8/2.2 
8/1:5 
8/22 11118 
None 
C=2,501-$5,000 0=$5,001-$15,000 E=$15,001-$50,000 
(Col Bl, D4) F=$S0,000-$100,000 0=$100,001-1;000,000 H=$1,000,00I-$5,000,000 H2=$5,000,001 ormore Val Codes: J:$15,000 less K=$15,001-$50,000 L=$50,001-100,000 M=$100,001-$250,000 N=$250,001-$500,000 (Col Cl, 03) 0=500;600-$1,000,000 Pl= 1,000,001-$5,000,000 P2=$5,000,001-$25,000,000 P3=$25,000,001-$50,000,000 P4=$50,000,001 cir more Val Mth Code!:: Q=Appmisal R=Cost (real estate only) S=Assessment T=Cash/Market (col C2) U=Book Value V=Ofher W=Estimate 
Nat'llCity Cmp (stock) 
(lnclwies those spouse and dependent children. VIL Page INVESTMENT a:nd TRUSTS -income, value, transactions See pp. 36-54 oflnstructiom.) 
TillllSactions during reporting period 
Gross value
Description sets Income during 
end reporting
reporting period 
IndU:trte whre 11pplicab/e owner 
period 
the net 11sl 'ng the parenthetic[ 
{l)
(2) 
Ifnot exempt from disclosure 
"(J) "for joi11t c'wnership ofreporlin (1) (2) 
(1) 
Type
Value
indlPillutd 1md spouse, "(3') "for Amomi Type 
Value 
septn'tlte 11w111eri rhip spouse. 
"(DC)" 
tCode Code Melho 
(e.g., buy, 
(2) 
(3) 
(4) 
sell, partial
dCode
for -nen;h,ip Ii:>' dependent ehild. (A-H) dividend, 
(J-P) 
Dale: 
Value 
Gain I1ientity 
sale,
rent 
Month-Code
(Q-W) 
Code bseller (if 
Plce 1111 "PO flfier ech "8Set interest) 
merger, 
Day
private tnmsaction) 
redemption
 disclonre.
exempt from prm 
LowesCJompanics Inc 58.
Mandi.! McLennanCos Inc (stti1Ck) 
Mat!1usllita Elec Ind (stock) MedcolEiealth Solutions (sttick)
Merck1t (stock) 
Micron 'Teclmology Inc (stock) 
MiCIOSThfp 1't!Jl'l11iag "(J)" for jointo1  (1)  {2)  
,pause. "(S)" forindivid1111l tm1d  Amoun  Type Gross value end reporting 
(1) 
(2) 
ValueValue 
(Includes d1ose spouse and dependent children. See pp. 36-54 Instructions.) 
Transactiom during reporting period 
(1) not exempt from disclosure 
Type 
Sepill'flte OJllJlan'l 1q, spa11Se. 
"(Dt.'),, 
tCode Code Metho (e.g., buy, 
(2) (3) (4) (S) 
for o!lllladq  dependent child. (A-H) 
dCode 
sell,p
dividend, 
(J-P) 
Date: Value 
Id1mtity 
PltU:e 1111 "(A'.;I  rfteT etuh asset exempt from jf]ri disclosure. Coi:p (stock)
MNBACOlp (Stock} NoVlllrtis AG(stock) Pfizer (stock) 
-QwestCl>IIIIll Intl Inc (stock)
RadianGlroup Inc srock) 
RcliautR.esources Inc (stock) 
emier Fund -Fund t1265
Rus Real Estate #699 (stock)
Soutbwe:1tAirls (stock) 
Sysc