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Judicial Watch • William H Stafford Jr Financial Disclosure Report for 2008

William H Stafford Jr Financial Disclosure Report for 2008

William H Stafford Jr Financial Disclosure Report for 2008

Page 1: William H Stafford Jr Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:9

Date Created:October 21, 2009

Date Uploaded to the Library:November 23, 2013

Tags:Virtus, William H Stafford Jr, Stafford, Sector, Short, Series, william, trust, children, dependent, Market, 2008, INVESTMENTS, transactions, TRUSTS, Financial Disclosure, ICE, CIA, income, Judge


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Stafford Jr_William_H Filer's Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 

(yours, not spouse's) Spouse Non-Investment Income -I/you were married d11ring any portion oftlze reporting year, complete this section. (Dollar amount not required e.xcepl for honoraria.} 
[ZJ NONE (No reportable non-investment income.) 

IV. REIMBURSEMENTS -transportation, lodging.food, entertainmenl (includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[{] NONE (No reportable reimbursements.) GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z} NONE (No reportable gifts.) 

VJ. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z} NONE (No reportable liabilities.) 

VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those ofspo11se and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes tiwse spouse and dependent children: see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those ofspo11se and dependent childre11; see PP 34-60 filing ins1r11ctions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  
(I)  (2)  (I) (2)  (I)  (2)  (3) (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value Value  Type (e.g.,  Date  Value Gain  Identity  
exempt from prior disclosure  Code  div.1 rent,  Code Method  buy, sell,  Month- Code Code  buyer/seller  
(A-H) int.)  (J-P) Code  redemption)  Day  (J-P) (A-H)  (if private  
(Q-W)  transaction)  

53. 
-Blackrock Intermediate Bond (mutual fund 
-Virtus Multi-Sector Short Term Bond Sold 
10/22 
56. 
(mutual fund) (part) 
-Legg Mason Partners Global I:Ii .Yid Bond (mutual fund) 
-Allianz CCM Mid-Cap (mutual fund) 
-Columbia Marsico Growth (mutual fun Buy 
01117 Income Gain Codes: =Sl,000 less =Sl,001-S2,500 =$2,501 -$5,000 =$5,001 -$15,000 E=SJ5,00l-$50,000 (See Columns and 04) =$50,001 -SI00,000 =SI00,001 -Sl,000,000 =Sl,OOO,OOl -S5.000,000 =More than $5,000,000 Value Codes J=$15,000 less =$15,001 -$50,000 =S50,00 I00,000 =SI00,001 -$250,000 
(See Columns and D3) =$250,001  Sl00,000 0=Sl00,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -Sl0,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Casb Market (See Column C2) U=Book Value V=Otber W=Estima1ed 

VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate part Report.) 
Many the entries from previous reports were, and continue be, held IRA's and are reported under the Aggregate Ownership Arrangement. Line #10 -Inheritance 

Line -Unit Claymore Closed End Equity Income Trust Series was rolled over into Unit Claymore Closed End Equity Income Trust Series 
Line #44 -Money Market change from the Liquid Asset Fund the Bank Deposit Program Money Market 
Line -Pheonix Mutlti-Sector Short Term Bond Fund name was changed Virtus Mutli-Sector Short Term Bond Fund. 
Line 42, 49, from the 2007 Report: All investments were redeemed 2007 and are longer reported. Line was transferred out charity. 

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. furthe 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



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