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Judicial Watch • Rya W Zobel Financial Disclosure Report for 2010

Rya W Zobel Financial Disclosure Report for 2010

Rya W Zobel Financial Disclosure Report for 2010

Page 1: Rya W Zobel Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:16

Date Created:October 17, 2011

Date Uploaded to the Library:November 13, 2013

Tags:Rya W Zobel, Zobel, 2010, INVESTMENTS, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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POSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Trustee Rya Zobel Irrevocable Trust 
Zobel, Rva 

II, AGREEMENTS, (Reporting individual only; see pp.14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 

05/10/2011
Zobel, Rya 

Ill. NON-INVESTMENT 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 ma"ied 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 
IV. REIMBURSEMENTS transportation, lodging, food, entertainment.
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 

05/10/201 
Zobel, Rya GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] 	NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{]  NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  

VALUE CODE 

05/10/2011
Zobel, Rya 
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.)  
Description Assets  Income during  
(including trust assets)  reporting period  
(I)  (2)  
Place-:"(){)'_ after-each-asset  Amount  TyJ>e (e.g.,  
exempt from prior disclosure  Code  div.; rent  Code2  
(A-H) int.)  (J-P) Assets ofRya Zobel Fidelity Select Retailing FSRPX Dividend 
Fidelity Select Construction Housing Dividend Sold 03119/IO ISHOX T.Rowe Price Blue Chip Growth, Inc Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2.501 -$5,000  0=$5,001-$15,000 =$15,001 -$50,000  
(SeeColumns 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 =$50,001 '$100,000 =$100.00I -$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 =$25,000.00 -$50,000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Other =Estimatcd  

05/10/201 
Zobel, Rya 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 14-60 offiting 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.) 
Description ofAssets  Income during  
(i11cluding trust assets)  reportingj'.foriod  
(2)  
Place "(X)'' aftereach asset  Type(e.gc;  
exempt from priotdisclosllre  div.- rept;  Code2  Method int.)  (J-P)  

35. 
Putnam Income Y;PNCYX Dividend Buy 11/15/10 

36. 
Goldman Sachs Global Income Institutional, Dividend Buy 11115/10 GSGLX Inome Gain Codes: A41.000 less 41,001 -$2.500 $2,501 -$5,000 D$S,001 -$15,000 E=$l5,00l -$50.000 (See Columns and D4) f."'$5().001 -$100,()00 =$!0(),001 -$1,000,000 =$1,()()(),00J -$5,()()(),000 =More.than $5,00(),000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.00l 00,000 =$1 00,001 .-$250,000 (Sec Columns and 03) =$250.001 -$500.000 =$500,001 -$1,000.000 =$1.000,001 $5,000,000 >=$5,000,001 $25,000.000
 =$25.000.00 -$50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Cash Market =Assessment 
(Sec Column C2) =Book Value =Other W=Estimated 

Name Person Reporting 
Date Report 

05/10/2011 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofreport.) 
Line Part VII reports the purchase 2010 this security which had been bought and sold its entirety 2009. 

Date Report 
Zobel, Rya 
05/10/2011 
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.  53, and Judicial Conference regulations. 
Signature: Rya Zobel 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 Government Act 1978  FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Zobel, Rya Court Organization DCMA, Date Report 05/10/2011 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. DJ., active,  Sa. Report Type (check appropriate type) Nomination, Date Initial [Z] Annual Sb. [Z] Amended Report Final Reporting Period 01/01/2010 12/31/2010 Chambers Office Address Courthouse Way Boston, 02210 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT 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. POSIT! ONS, (Reporting individual only; see pp. 9-13 filing instructions.)  NONE (No reportable positions.)  
POSITION  NAME ORGANIZATION/ENTITY Trustee  Rya Zobel Irrevocable Trust 
II. AGREEMENTS, (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 

Zobel, Rva 

 

Date Report 
Zobel, Rya 
05/10/2011 
Ill. N-INVESTMENT INC ME. (Reporting individual and spouse; see pp. 17-24 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 -If you 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 

IV REIMBURSEMENTS -transportation, lodging,food, entertainmenl 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 

05/10/2011
Zobel, Rya GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 

SOURCE DESCRIPTION 	VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 

05/10/2011
Zobel, Rya 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes 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 
exemptfrom prior disclosure 

Assets ofRya Zobel 
Fidelity Select Retailing FSRPX Dividend 
Fidelity Select Construction Housing Dividend Sold 03/19/10 ISHOX 
T.Rowe Price Blue Chip Growth, Inc Dividend Income Gain Codes: $1,000 less =$1,001 -$2,500 42,501 -$5,000 45,001 -$15,000  E415,00l -$50.000  
(See Columns and D4)  F=$50,001-$100,000 =$100,001-$1,000,000 =$1,000,001  $5,000,000 =More than $5,000.000 Value Codes 000 less =$15,001 -$50.000  L=$50,001-$ I00,000 =$1 00.001  $250,000  
(See Columns and 03)  N=$250.001  $500.000  0=$500,00I -$1,000.000 =$1,000,001  $5,00(),000  .P2 =$5,000,0QI '$25,000,000 =$25.000.00!  $50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value  V=Othcr =Estimated  

0511012011
Zobel, Rya 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
(5) 
Identity buyer/seUer (ifpnvate transaction) 
18. Vanguard Index FDS Vanguard REIT ETF, Dividend Buy 03/18/10 
VNQ 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  G=$100,001, $1,000,000 =$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  
(Sec Columns and 03) =$250,00  $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  
(Sec Column C2) =Book Value =Other  W.=Estimated  

Date Report 
Zobel, Rya 
05/10/2011 
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.) 
Gross value end  Trnllsactfons during reporting period reporting period  
(I)  (2)  (I)  (3)  
Value  Type(e.g.,  Date  Value  Gain  
Method  buy, sell,  iilm/dd/yy  Code2  Code.I  
Code3  redemption)  (J-P)  (AcH)  

Putnam Income CLY, PNCYX Dividend Buy 11/15/10 
36. 
Goldman Sachs Global Income Institutional, Dividend Buy 11115110 GSGLX 

37. 
Goldman Sachs Local Emrg Mrkts Debt Dividend Buy 
11/15/10 
I,GIMDX 

38. Payden Short ond, PYSBX 
Dividend 
Buy 
11115110 

39. Iiicorile GaiRCodeS_: A$1,000 less B.=$1,001 -$2,500 =$2,501 -$5,000 0=$5,001 -$15.000 =$15,00I -$50,000 (See Columns Bland 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 =$50.001 -$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 =$25,000.001 -$50.000,000 =More than $50.000.000 Value Method Codes 	Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (Sec Column C2) =Other Book Value =Estimated 

Name Person Reporting 
Date Report 
05/10/2011
Zobel, Rya 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofreport.) 
Line Part VII reports the purchase 2010 this security which had been bought and sold its entirety 2009. 2009 report listed Spartan Equity Index. This asset has fallen below the reporting threshold and will longer reported. 

Date Report 
Zobel, Rya 
05/10/2011 
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. 

Signature: Rya Zobel 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544



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