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Judicial Watch • Sandra L. Lynch – 2008

Sandra L. Lynch – 2008

Sandra L. Lynch – 2008

Page 1: Sandra L. Lynch – 2008

Category:Federal Judges

Number of Pages:25

Date Created:December 4, 2009

Date Uploaded to the Library:November 18, 2014

Tags:Sandra L Lynch, sandra, Lynch, Fidelity, Estate, 2008, assets, transactions, TRUSTS, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act of/978 
Rev. 112008 
FOR CALENDAR YEAR 2008 U.S.C. app 101-JJJ) Person Reporting (lasl name. first, middle initial) Court Organization Date Report 
Lynch, Sandra U.S. Court Appeals, Cir 
513112009 Title (Article IJI judges indicate active senior status; Sa. Report Type (check appropriate type) Reporting Period 
magistrate judges indicate full-or part-time) 
Nomination, Date 
0110112008 
U.S. Circuit Judge (active) 
Initial Annual Final [l] 
 
1213112008 
Sb. Amended Report Chambers Office Address the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance 
with applicable laws and regulations. 
 
United States Courthouse Courthouse Way, Suite 8710 
Boston, 02210 
 
Reviewing Officer Date 
IMPORT ANT NOTES: The instructions accompanying t/lisform 11111st befollowed. Compl11te all parts, checking the NONE box for each part where you have reportable information. Sign last page. PQSJTJ ONS. (Reporti11g i11dividual Diily; see pp. 9-13 of.filing instructions.) NONE (No reportable positions.) II. AGREEMENTS. (Reporting individual only; see pp. 14-16 of.filing instructions.) [{] NONE (No reportable agreements.) AND TERMS (J) 1--ri o::;:(/) c>:;:oZ fTl(J oJ:> .,.,, .,., fTJ ...., c:::  :::0 __. 
 
 
 
 
 
Lynch, Sandra 
 
 
 
JII. N-JNVESTMENT ME. (Reporting indiiidual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income [{] NONE (No reportable non-investment income.) 
SOURCE AND TYPE INCOME (yours, not spouses) Spouses Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honnraria.) 
[{] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
 
 
 
Date Report 
Lynch, Sandra 
5/31/2009 GIFTS. (lnclutles those spouse and dependent children; see pp. 28-31 filing instructions.) 
[ZJ NONE (No reportable gifts.) 
 
DESCRIPTION 	VALUE 
 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
 
[ZJ 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION 
 
 
 
 
Date Report 
Lynch, Sandra 
513112009 
VII. INVESTMENTS and TRUSTS -income, vutue, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing insrructions.J NONE (No reportable income, assets, transactions.) Description Assets Income during Gross value end (including trnst assets) reporting period reporting period (2) (2) 
(I) 
Place (X) after each asset 	Amount Type (c.g. Value Value Type (e.g.,Code 
exempt from prior disclosure div rent Code Method buy, sell, (A-) int) (J-P) Code redemption) 
 
 
I.L r-- 
(5) 
(2) 
Place (X) after each asset Amount Code 
exempt from prior disclosure (A-H) 
86. 
-Altria Group Inc 
 
87. 
-Texas Instruments Inc 
 
88. 
-UBS Bank USA Deposit Acct 
 
89. 
-General Electric 
 
 
1.Type (e.g., Value Value Type (e.g., 
div., rent, Code Method buy, sell, int.) (J-P) Code redemption) (Q-W) 
Sold (part) 
Sold 
(part) 
Sold (part) 
Date 
Month Day 
 
1/23 
1/23 
1/23 
Value Gain Code2 Code (J-P) (A-H) 
Identity buyer/seller (if private transaction) 
-Google Sold 1/23 (part) 
91. Buy 317 (add!) 
-Hewlett Packard Sold 1124 
-Kraft Foods Inc Sold 1/24 
-Starbucks Corp Sold 1124 
-Apple Inc Buy 316 
96. 
-Philip Morris Intl Inc (Spinoff from Altria Spinoff 3/31 Group Inc) (from line 86) 
 
97. 
IRA ROLLOVER ACCOUNT Dividend 
 
98. 
-Fidelity Advisor Equity Income Buy 03/28 (add!) 
 
 
99. 
Sold 10/20 (part) 
100. -Fidelity Low Priced Stock Sold 04103 (part) 01. -Fidelity Dividend Growth Sold 03/28 
102. Buy Income Gain Codes: =$1,000 less =$1.00 -$2,500 =$2,50I -$5,000 
(Sec Columns and 04) =$50,00 -$I 00,000 =$100.001 -$1.000.000 Ill =$1.000,001 -$5.000,000 Value Codes =$15,000 less =$15.001 -$50.000 =$50.001 -$!00,000 
(Sec Columns and DJ) =$250,00 -$500,000 =$500.001 $1.000.000 =$1,000,001 -$5,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment 
(Sec Column C2) =Book Value =Olher =Es1ima1ed 
 
10/20 
0=$5,001 -$15.000 E=$15.00I  $50.000 fl2 =More than $5.000.000 =$100,001 -$250,000 =$5,000,001 -$25.000.000 
T=Cash Market 
Income during reporting period 
Amount 
 
Date Report 
Name Person Reporting 
 
Lynch, Sandra 
513112009 
VII. INVESTMENTS and --inmme, 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 (I) Gross value end Transactions during reporting period 
reporting period 
(2) 
(I) (I) 
(2) (3) 
(4) 
Type (e.g., Value 
Value Type (e.g., 
Date Value Gain 
Identity 
Code 
div., rent, 
Code Method buy, sell, 
exempt from prior disclosure 
(A-H) int.) 
(J-P) Code redemption) 
(Q-W) 03. -Fidelity Capital and Income 
Month -Code Code buyer/seller 
Day (J-P) (A-H) (if private 
 
transaction) 04. -Fidelity Invest Grade Sold 03/28 (part) 
105. 	Sold 10/20 
(part) 06. -Fidelity Int! Discovery 	Sold 03/28 
- 
107. 	 
-Fidelity Capital Appreciation Sold 03/28 (part) 
 
108. 
-Fidelity Large Cap Value Buy 03/28 (add!) 
 
109. 
-Fidelity Blue Chip Growth Sold 03/28 (part) 
 
 
110. Buy 10/20 (add!) 
111. -Fidelity Advisor Strategic Inc Sold 03/28 (part) 
112. Sold 10/20 (part) 
113. -Fidelity Inflation Protected Bond Sold 03/28 (part) 
114. Sold 10/20 (part) 15. -Fidelity Ultra-Short Bond Sold 02/12 (part) 
116. 
Sold 04/03 (part) 
 
117. 
Sold 04/29 (part) 
 
118. 
-Fidelity Total Bond Sold 03/28 (part) 
 
 
119. Buy 
(add!) Income Gain Codes: =$1,000 less =$1,001 -$2.500 =$2,501 -$5,000 
(Sec Columns and D4) =$50,001 -$100.000 =$100.001 -$1.000.000 f11 =$1,000,001 -$5,000.000 Value Codes =$15.000 Jess =$15 .00 -$50.000 L=$50.001-$100,000 
(Sec Columns and 03) =$250.001 -$500.000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$25,000.00 -$50.000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment 
(Sec Column C2) =Book Value =Other =Estimated 
 
04/03 =$5,001 -$15.000 =$15.00 -$50.000 
112 =More than $5.000,000 =$100,001 -$250,000 =$5,000,001  $25,000.000 =Cash Market 
Date Report 
513112009 
Lynch, Sandra 
VII. INVESTl!IENTS and TRUSTS -income, value, transactions (lnc/udes those spouse and dependent children; see PP 34-60 offililtg instructions.) NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Descriplion Assets Income during 
Gross value end 
reporting period 
(including trnst assets) reporting period 
(2) 
(I) (I) 
(2) 
(2) 
Place (X) after each assel Amount Type (e.g., Code 
exempl from prior disclosure div., rent, (A-H) int.) 
Value 
Value Type (e.g., Date Code Method buy, sell. Month(J-P) Code redemption) Day 
(Q-W) 
Value 
Gain Code Code (J-P) (A-H) 
lden1i1y buyer/seller 
(if privare 
lransaetion) 
120. 
Buy 04129 (add!) 
 
121. 
Sold 10120 (part) 
 
 
122. -Fidelity Advisor Mid Cap Sold 03/28 (part) 
123. Buy 10/20 (addI) 
124. 
-Spartan 500 Index FID Advantage Sold 03/28 (part) 
 
125. 
-Fidelity Real Estate Investment Sold 10/20 (part) 
 
126. 
-Fidelity Advisor New Insights Buy 10/20 (addI) 
 
127. 
-Fidelity Growth Company Sold 03/28 (part) 
 
 
128. Buy 10/20 (addI) 
129. -Fidelity Growth Income Sold 03/28 (part) 
130. Sold 10/20 (part) 
131. 
-Fidelity Advisor High Income Sold 04103 (pari) 
 
132. 
-Fidelity Short Term Bond Sold 04/29 (part) 
 
 
133. Sold (part) 10/20 
134. -FID PAS Opp Fidelity ofFds Buy (add!) 03/28 
 
135. Buy 10120 (add!) 
136. -Fidelity PAS Int! ofFds Buy 
(addI) Jncom( Gain Codes: =$1,000 less =$1.001 -$2,500 =$2.501 -$5,000 
(Sec Columns and D4) =$50.00I -$I 00.000 =$100,001  $1,000,000 =$1,000,001 -$5,000,000 Value Codes =$15.000 less =$15,001 -$50.000 =$50,001 -$100.000 
(Sec Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5.000,000 =$25.000,00 I-$50,000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment 
(Sec Column C2) =Book Value =Other W=Estimatcd 
 
03/28 =$5.001 -$15.000 =$15.001 -S50,000 =More than $5.000.000 =$100,00 -$250.000 =$5.000.00 -$25,000,000 =Cash Market 
Name Person Reporting 
Date Report 
Lynch, Sandra 
5/31/2009 
VII. INVESTl!lENTS 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 
Income during 
Gross value end 
(including tmst assets) 
reporting period 
reporting period 
Transactions during reporting period 
(2) 
(I) 
(3) (4). 
(5) 
(I) (2) 
Place (X) after each asset Method Code3 (Q-W) 
 
 
 
v.. 
Date Value Gain 
Type (e.g., 
Value 
Type (e.g., Identity 
Amount 
Code 
 
Month 
Code Code 
exempt from prior disclosure 
div., rent, 
Code 
buy, sell, buyer/seller 
(A-H) 
Day 
redemption) int.) (J-P) 
(if private 
(J-P) (A-H) 
transaction) 
137. Sold 04/03 (part) 
138. 
Buy I0/20 (add!) 
 
139. 
-Fidelity Small Cap Growth 
 
140. 
-Fidelity Stratgegic Real Return Sold 03/28 
 
 
(part) 
141. -Fidelity Disciplined Equity Buy 03/28 
142. Buy (add!) 10/20 
143. -Fidelity Equity Income Buy 03/28 
 
144. 
Buy 03/31 (add!) 
 
145. 
Sold 10/20 (part) 
 
 
146. -Fidelity Independence Buy 03/28 
147. Buy 10/20 (add!) 
148. 
-Fidelity Fund Buy 03/28 
 
149. 
-Fidelity Growth Discovery Buy 03/28 
 
150. 
-Fidelity Magellan Buy 3/28 
 
 
151. Buy 10/20 
152. -Fidelity Value Buy 03/28 
153. Buy 10/20 
(addI) Income Gain Cocks: =$1.000 Jess 41,00t -$2.500 =$2,50t -$5.000 =$5.00t -$15.000 =SI 5.001 -$50.000 
(Sec Columns and 04) =$50.001 -$100.000 =$100,001 -$1,000.000 Ill =$1.000.001 -$5.000.000 112 =More than $5,000.000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100.001 -$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 =$25.000.001 -$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 
 ------- 
 
Date Report 
Lynch, Sandra 
5/31/2009 
VII. INVESTlVIENTS and TRUSTS --income, va1ue.1ra11sactions onc1udes those of11ouse u11d depe11den1 children; see PP 34-60 filing i11s1ructions.1 NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end (including trnst assets) 
Place (X) after each asset 
exempt from prior disclosure 
 
Transactions during reporting period 
reporting period reporting period 
(2) (!) 
(2) (I) 
(3) 
Type (e.g., Value 
Value Type (e.g., 
Date 
Amount 
Value 
Gain Identity 
Code 
Month- 
buy, sell, 
Code 
Code 
div., rent, Code Method 
buyer/seller 
(A-H) 
Day 
redemption) int.) (J-P) Code 
(if private 
(J-P) 
(A-H) 
(Q-W) 
transaction) 
154. -Fidelity Money Market Open 04/29 
155. Esplanade Capital Ptnrs LLC (See note Dividend 
ction Vlll) 
156. Condominium, Carrabassett Vallley, Rent 
 
157. UBS INVEST ACCT (See note, section 
II) - 
158. 
-UBS Bank USA Deposit Acct Interest 
 
159. 
-Apple Bank for Savings Interest Buy 9126 
 
160. 
-Goldman Sachs Bank Interest Buy 9126 
 
161. 
PAS BROKERAGE ACCOUNT 
 
162. 
-Fidelity Int! Discovery None Sold 04/01 
 
163. 
-Fidelity Low Priced Stock None Sold 01/11 
 
164. 
-Fidelity Mass Muni Income Dividend Sold 04/01 (part) 
 
 
165. 
Sold 06/24 (part) 
 
166. 
Sold 12117 
 
 
167. -Fidelity Municipal Income Dividend Sold 06124 
168. Buy 12/17 
169. -Fidelity Short-lntennediate Muni Income Dividend Sold (part) 06/24 
170. -Fidelity Municpal Money Market Dividend Income Gain Codes: =$1,000 less =$1.001  $2,500 =$2.50  $5.000 =$5,001  $15.000 =$15,001  $50.000 
(Seo Columns and 04) =$50,001 -$100.000 =$I 00,00 .000,000 Ill =$1.000.001. $5.000.000 fl2 =More than $5.000.000 !Jluc Codes =$15.000 less =$15.00  $50.000 =$50.001 -$100,000 =$100,001 -$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) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
Date Report 
Lynch, Sandra 
 
5/31/2009 
VII. INVESTIIENTS and TRUSTS --income, atue, transuctitms r1nc111des those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) ----r- 
Description Assets Income during Gross value end Transactions during reporting period 
(including trnst assets) 
reporting period 
(I} 
reporting period 
(I) (2) 
-----,-- ----- 
(I} (2) (4) 
Place (X) after each asset Amount Type (e.g., Value Value 
Value Gain 
Type (e.g., Date 
Identity 
Code 2Code Method 
Code div., rent. buy, sell, Month Codeexempt from prior disclosure buyer/seller- 
(A-H) int.) (J-P) Code redempt10n) Day 
(J-P) (A-H) 
(if private 
transaction) (Q-W) 
171. -William Blair lntl Growth None 	Sold Ill 
172. 	 
Buy 
 
173. 	 
Sold 
 
 
9/16 
174. -DWS Mass Tax Free Dividend Buy 09/16 (addI) 
175. 	Sold 12/17 
176. -Dreyfus Appreciation Fund None 	Sold 01/11 
177. 	 
Buy 04/01 
 
178. 	 
Sold 09/16 
 
 
179. 
-Eaton Vance Large-Cap Value None 	Sold 01/11 
 
180. 
-Hartford Capital Appreciation Dividend Sold 01/11 
 
 
181. 	 
Buy 04/01 
 
182. 	 
Sold 09116 
 
183. 	 
Buy 12/17 
 
 
184. 
-!shares Russell 2000 Index Dividend 	Sold 01/15 
 
185. 
-!shares Russell 3000 Index Dividend 	Sold 01/15 
 
186. 
-Janus Fund Dividend Sold 04/01 
 
 
187. 	Buy 09/16 Income Gain Codes: l.000 less =$1.001 -$2.500 =$2.50 -$5.000 =$5.001 -$15.000 =$15.001  $50.000 iSoc Columns and 04) =$50,001 -$100.000 =$100.001 -$1.000.000 III =$I ,000.00I -$5.000,000 112 =More than $5.000.000 
Value Codes =$15.000 less =$15.001 -$50.000 =$50,001 -$100.000 =$100,001  $250.000 
 
(Sec Columns and D3) =$250,001 -$500,000 =$500,00 ,000.000 =St,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 
 
 
 
Date Report 
Lynch, Sandra-L. 
-5/31/2009 
VII. INVESTIVIENTS and TRUSTS --income, alue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during (including tnist assets) reporting period ,-(2) 
Place after each asset Amount Type (e.g. 
(X) 
Code 
exempt from prior disclosure div., rent. 
(A-H) int.) 
188_ 
Gross value end reporting period 
(I) 
Value 
Code 
(J-P) 
(2) (I) 
Value Type (e.g., Method buy, sell, Code redemption) (Q-W) 
Sold 
Transactions during reporting period 
 
(2) 
Date 
Month- 
Day 
 
12/17 (3) 
Value Code (J-P) 
{4) 
Gain Code (A-H) 
(5) 
Identity buyer/seller (if private transaction) 
189. -LM Value Trust Finance Intermediary Dividend Sold 01/11 
190_ Buy 04/01 
191. Sold 06124 
192. -Marsico Focus None Sold 04/01 
193_ -Morgan Stanley Inst Inc Inter Equity None Sold 01/11 
194_ Buy 04/01 
195. 
Sold 09/16 
 
196. 
Buy 12/24 
 
 
197. -Oppenheimer Main Opportunity None Sold 01/11 
198_ Buy 04/01 
199. Sold 09116 
200. 
-Jennison Growth None Sold 04/01 
 
201. 
-SP 500 Depository Receipt Dividend Sold 01115 
 
202. 
Buy 04/03 
 
 
203. 
Sold 09/18 
 
204. 
Buy 12119 Income Gain Codes: (Sec Columns and D4) =$1,000 Jess F=$50.001-$100,000 =$1,001 -$2,500G =$100.001  $1,000,000 =$2.50 -$5,000HI =$1,000,001-$5,000,000 =$5.001 -$15,000 =More than $5.000.000 =$15.001 -$50.000 Value Codes =$15,000 less =$15.001 -$50.000 =$50,001 -$100,000 =$100,001 -$250,000 
(Sec Columns and 03) =$250,00t -$500.000 =$500.001 -$1,000,000 =SJ,000,001 -$5,000,000 =$5.000,00 -$25,000.000 Value Method Codes =$25,000,00 -$50,000,000Q =Appraisal =Cost (Real Estate Only) =More than $50,000,000 =Assessment =CashM arket 
(Sec Column C2) =Book Value =Other =Estimated 
 
Transactions during reporting period 
 
VII. INVESTIVIENTS and TRUSTS --income, va111e, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing i11s1r11ctitms.; NONE (No reportable income, assets, transactions.) D.c. 
Description Assets 
Income during 
Gross value end 
reporting period 
(including tmst assets) 
reporting period 
(I) (2) 
(I) 
(2) 
(4) (5)(I) 
 
Amount Value 
Type (e.g., 
Value 
Value 
Date 
Gain 
Identity 
Type (e.g.,Place (X) after each asset Code 
Code 
Code 
div rent, 
Code 
Method 
Monthbuyer/sellerbuy, sell, cxcmpl from prior disclosure 
(A-H) int.) 
Code 
(J-P) 
(J-P) (A-H)redemption) Day (if private 
 
(Q-W) 
transaction) 
205. -SPDR SER Wilshire REIT ETF Dividend Sold 01/15 
206. -SSGA lntI Stock Sel None Sold 01/11 
207. -Fidelity Advisor Dividend Growth None Buy 01/14 
208. Sold 04/01 
209. -Fidelity Advisor IntI Discovery Dividend Buy 09116 
210. Sold 12/17 
211. -Fidelity Diversified lntI None Buy 01/1 
212. Sold 04/01 
213. -Fidelity Emerging Mrkts None Buy 06/24 
214. Sold 4/1 
215. -Fidelity Advisors New Insights Dividend Buy 01/1 
216. 
Sold 04/01 
 
217. 
Buy 12/17 
 
 
218. -Fidelity Investment Dividend Buy 01/1 
219. Sold 12/17 
220. -Fidelity Growth Company None Buy 04/01 
221. Sold 09/16 Income Gain Codes: =$1.000 less =$1.00  $2.500 =$2,501 -$5,000 =$5,001 -$15.000 =$15.001 -$50,000 
(Sc< Columns and 04) =$50.00I  $I00,000 =$!00.001 -$1,000.000 Ill =$1,000,001 -$5,000.000 112 =More than $5.000,000 Value Codes =$t 5.000 less =$I 5.00 -$50.000 =$50,00 -$I 00,000 =$100,001  $250.000 
(Sec Columns and DJ) =$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 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
Date Report 
 
5/31/2009 
Lynch, Sandra 
Vil INVESTJVIENTS and TRUSTS --income, a1ue, transactions r1nc1udes those a/spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trnst assets) reporting period reporting period 
 
(3) 
(4) (5) 
(I) 
(2) 
(I) 
 
Identity 
buyer/seller 
(if private 
transaction) Place (X) after each asset Amount 
Date 
Value 
Type (e.g., Value 
Type (e.g., 
Value 
Code 
Month- 
Code 
div., rent, Code2 
Method 
buy, sell, 
Code 
Code 
exempt from prior disclosure 
(A-H) int.) 
redemption) 
Day 
(J-P) 
(A-H) 
(Q-W) 
222. -Fidelity New Markets Income Dividend Buy 06124 
223. Sold 09116 
224. -Cambiar Opportunity Investor None Buy 09116 
225. Sold !2/17 
226. -Allianz NFJ Dividend Value Dividend Buy 12/17 
227. -American Beacon Int! Equity Plan None Buy 01/11 
228. Sold 04/01 
 
229. 
-American Beacon Large Cap Value Plan None 	Buy 09/16 
 
230. 	 
Sold 12/17 
 
231. 
-Artisan Mid Cap Value 	None Buy 04/01 
 
232. 	 
Sold 12/17 
 
 
233. -Blackrock Large Cap Value None Buy 01/11 
234. Sold 04/01 
235. -William Blair Small Cap Growth None Buy 12/22 
236. -Columbia Marsico Focused Dividend Buy 09/16 
 
237. 	 
Sold 12117 
 
238. 
-Credit Suisse Commd Retrn Strtgy Com None Buy 12/17 Income Gain Codes: .000 Jess =$t,00t -$2,500 =$2.50t -$5,000 =$5.00t -$15.000 =$t5.00I -$50.000 
(Sec Columns and D4) =$50,00 -$I 00.000 =$I 00.00 -$1.000.000 =$1,000.001 -$5,000.000 112 =More than $5,000,000 
Value Codes =$15.000 less =$15,001 -$50,000 =$50.001 -$100,000 =$I 00.00 $250.000 
 
(Sec 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 =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
 
 
Name Person Reporting 
Date Report 
Lynch, Sandra 
-5/31/2009 
VII. INVESTlVIENTS and TRUSTS --income, value, transactions r1nc111des those of.1po11se and dependem children,-see PP 34-60 offilinc instruction..) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end (including trnst assets} reporting period reporting period 
(I)  (2) (I) 
Place (X) after each asset Amount Type (e.g Value exempt from prior disclosure 
Code 
div., rent, Code (A-H} int.} (J-P} 
239. -DWS Strategic High Yield Tax Free Dividend 
(2) (!) 
Value Type (e.g., 
Method buy, sell, 
Code redemption) 
(Q-W) Buy 
 
Transactions during reporting period 
(2) Date MonthDay 
12/17 (3) (4) 
Value Gain Code Code (J-P) (A-H) 
(5) 
Identity buyer/seller (if private transaction) 
240. 
-DWS Managed Muni Bond Dividend Buy 12/17 
 
241. 
-Davis New York Venture Dividend Buy 09/16 
 
 
242. Sold 12/17 
243. -Diamond Hill Small Cap Dividend Buy 12/18 
 
244. -Eaton Vance Tax Mgd Value None Buy 09/16 
245_ Sold 12/17 
246. -GE Int! Equity Service None Buy 04/01 
247_ Sold 06/24 
 
248. 
-GMO Emerging Countries None Buy 12/22 
 
249. 
-Goldman Sachs Large Cap Value Inst! None Buy 04/01 
 
 
250. Sold 09/16 
251. 
-John Hancok Classic Value None Buy 12/17 
 
252. 
-Harbor Capital Appreciation Adm None Buy 09/16 
 
 
253. Sold 12117 
254. -OakMark Fund None Buy 12/22 
255. -Hartford Growth Opportunity None Buy 09116 Income Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5.001  $15.000 =$15,001 -$50.000 
(Sec Columns and 04) =$50,00t -$100.000 =$100,001  $1.000,000 Ill =$1.000,001 -$5,000.000 =More than $5.000,000 Valtu:: Codes =$15,000 less =$15,001 -$50.000 =$50.001 -$100.000 =$100,001 $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 =$25.000.001  $50.000,000 =More than $50.000.000 Value Mclhod Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
VII. INVESTIVIENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filinc instructions.) NONE (No reportable income, assets, transactions.) 
 
 
Lynch, Sandra 
513112009 
VII. INVESTl!IENTS and TRUSTS --income, va111e, tra11sactio11s r111c1udes those spouse and dependent children; see PP 14-60 filing ins1ruc1io11s.) NONE (No reportable income, assets, transactions.) 
 
Name Person Reporting 
Date Report 
Lynch, Sandra 
5/31/2009 
VII. INVESTIVIENTS and TRUSTS --income, lalue, lra11sactions (Includes //rose of>pouse and dependent clrildren; see PP 34-60 offili11g i11slructio11s.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(2) 
(I) 
(I) 
(2) 
(4) 
(3) 
(5) 
Place (X) after each asset Amount Type (e.g Value Value Type (e.g . 
exempt from prior disclosure Code div., rent, Code Method buy, sell, 
(A-H) int.) (J-P) Code redemption) 
(Q-W) 
 
290. 
Sold 
 
291. 
Buy 
 
 
292. -Neuberger Bemian Ptnrs None Buy 
293. Sold 
Date 
Month- 
Day 
 
09116 
12/26 04/01 
09/16 
Gain 
Value 
Code 
Code 
(J-P) 
(A-H) 
Identity buyer/seller (if private transaction) 
 
294. -Nuveen High Yield Muni Dividend Buy 06/24 
295. Sold 09/24 
 
(part) 
296. Sold 12117 
297. -Oppenheim Main Small Cap Dividend Buy 06/24 
298. Sold 12/17 
299. -Pimco Real Admin Dividend Buy 06/24 
300. Sold 12/17 
301. -Pimco Emerging Markets Bond Admin Dividend Buy 09/16 
302. Sold 12/17 
303. -Pimco Commodity Real Rel Strat Admin Dividend Buy 09/16 
304. Sold 12/17 
305. -Pimco Foreign (Unhedged) Admin Dividend Buy 06/24 
306. Sold 09116 Jncomc Gain Codes: =$1,000 less =$1,001. $2.500 =$2,50 -$5,000 =$5.001  $15.000 =$t 5.001 -$50.000 
(Sec Columns and D4) =$50.00  00,000 =$!00.001  $1.000.000 =$1,000,001 -$5,000,000 tl2 =More than $5.000.000 Value Codes =$15.000 less =$15,001  $50.000 =$50.00  I00,000 =$!00.00t  $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) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
Date Report 
 
 
Lynch, Sandra 
513112009 
VII. INVESTJVIENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent c11udre11; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Income during 
Gross value end 
Description Assets 
Transactions during reporting period 
reporting period 
(including trust assets) 
reporting period 
(I) (2) (I) 
Place (X) after each asset Amount Type (e.g., Value 
exempt from prior disclosure Code div. rent, Code 
(A-H) int.) (J-P) 
 
(I) 
(5) 
(4) 
307. Rowe Price Growth Stck Advisor None 
Value 
Method 
Code 
 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Buy 
Date 
Month- 
Day 
 
04/01 
Value 
Gain 
Code 
Code 
(J-P) 
(A-H) 
Identity buyer/seller (if private transaction) 
308. Sold 09116 
309. -. Buy 12/17 
 
310. -RS Value None Buy 01/11 
311. 
Sold 04/01 
 
312. 
Buy 06/24 
 
313. 
Sold 09116 
 
314. 
Buy 12/22 
 
 
315. 
-Rainier Large Cap Equity Portfolio None Buy 12/18 
 
316. Rowe Price Value Advisor Dividend Buy 01/11 
 
 
317. 
Sold 04/01 
 
318. 
Buy 09/16 
 
319. 
Sold 12/17 
 
 
320. Rowe Price Real Estate Adv None Buy 12/17 
 
321. 
-Royce Penn Mutual None Buy 12/17 
 
322. 
-Royce Total Return Svcs Dividend Buy 09/16 
 
 
323. Sold Income Gain Codes: =$1,000 less =$1.001-$2.500 C=$2.50 -$5.000 
(Sec Columns and D4) =$50.001 -$100.000 G=$100,00I -$1,oOO,oOO =$1,000,001-$5,000,000 Value Codes =$15,000 less =$15,001 -$50.000 =$50.001  $100,000 
(Sec Columns and D3J N=$250.00I -$500,000 =$500,001 -$1.000,000 =$1,000,00I -$5,000,000 =$25,000.00 -$50.000.000 =More than $50,000,000 Value Method Cocks =Appraisal =Cost (Real Estate Only) =Assessment 
(Sec Column C2) =Book Value =Other =Estimated 
 
12/17 
D=$5.001 -$15.000 E=$15,001 -$50.000 =More than $5,000,000 M=$IOO.OOI -$250.000 =S5,ooo.001  s25.ooo.ooo =Cash Market 
Date Report 
Name Person Reporting 
 
5/31/2009 
VII. INVESTl!IENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and depende111 children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets Income during Gross value end Transactions during reporting period  
(including tmst assets) reporting period reporting period 
 
(I) (2) 
(I) 
(2) 
(4) 
(5) 
 
v1L -r 
Amount ValueType (e.g., Type (e.g., Date 
Gain 
Identity 
Place (X) after each asset 
Code 
exempt from prior disclosure 
(A-H) 
324. -SSGA Emerging Markets 
325. 
326. 
-Schwab Core Equity 
 
327. 
-Thornburg Value 
 
 
328. 
329. -CRM Mid Cap Value Investor Shrs 
330. 
331. 
-Wells Fargo Growth Inc Fd-Jnvestor 
 
332. 
-Wintergreen Fund Conf 
 
 
div., rent, int.) 
Dividend 
None 
Dividend 
None 
Dividend 
None 
Code Method buy, sell, (J-P) Code redemption) (Q-W) 
Buy 
Sold 
Month- 
Day 
 
09/16 
12/17 Buy 12/29 
Buy 09116 
Sold 12/17 
Buy 09116 
Sold 12/17 Buy 12117 
Buy 09/16 
Code Code 
buyer/seller (J-P) (A-H) 
(if private tran s.action) 
Sold 12/17 
334. 
IRA ROLLOVER ACCT Interest 
335. -Fidelity Cash Reserves 
336. Income Gain Codes: =$1,000 lcsS =$1,001 -$2,500 =$2,501 $5,000 =$5.001 -$I 5.000 =$15,001 -$50.000 
(See Columns and D4) =$50,00 -$I 00.000 =$100.001 -$1,000,000 =$1.000.001 -$5,000,000 ll2 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50.000 =$50,001 -$100,000 =$!00.001  $250.000 
(Sec Columns and 03) =$250,00t -$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 =Estimated 
 
 
 
 
Date Report 
Lynch, Sandra 
5/31/2009 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (/ndicatepurto/Reporl.) 
Part VII -Investment limited partnership income whether passive nonpassive disclosed dividend income. 
Part VII -All investments are publicly traded common stocks mutual funds unless otherwise noted. 
Part VII, ABA Members Retirement Plan -The plan sponsor does not provide detail transaction information plan participants. Plan participants receive 
annual report showing which plan funds they are invested in, the plan value, total contributions, total distributions, and net realized and unrealized gains. The plan 
participant recieved monthly minimum required distribution. The total assets the plan that were liquidated fund the distributions are reflected column 
0(3). 
Part VII -Esplanade Capital Ptnrs LLC non-publicly traded LLC. 
 
Part Vil -UBS Invest Acct -For 2007, the only investment was the UBS Bank USA Deposit Acct. 
 
 
 
 
 
 
Date Report 
Lynch, Sandra 
5/31/2009 
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. 
 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544