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Judicial Watch • William M. Nickerson – 2008

William M. Nickerson – 2008

William M. Nickerson – 2008

Page 1: William M. Nickerson – 2008

Category:Federal Judges

Number of Pages:12

Date Created:October 21, 2009

Date Uploaded to the Library:November 30, 2014

Tags:nickerson, William M Nickerson, shares, william, Market, 2008, assets, transactions, TRUSTS, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Nickerson_William_M 
 
[ZJ NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY 
 
 
 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) 12/6/93 State Md. Judicial Pension Plan; 
 
 
 
Date Report 
Nickerson, Villiam 11. 
04/16/2009 
Ill. N-INVES Tl!JENT l!JE. (Reporting individual 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) monthly State Md. Judicial Pension Plan $29,091.96 Spouses Non-Investment Income -I/you were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) 
[ZJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
 
IV. REIMBURSEMENTS transportation, lodging.food, entertainment. (Includes those spouse and dependent children; see pp. 2527 filing instructions.) 
[{] NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED GIFTS. (Includes those spouse and dependent children; see pp. 28-31 a/filing instructions.) 
[ZJ NONE (No reportable gifts.) 
 
VALUE 
 
 
 
VI. LIABILITIES. (Includes those a/spouse and dependent children; see pp. 32-33 filing instructions.) 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION Chase Home Finance Co. Deed Trust/ mortgage ........... Towson, 
 
 
Date Report 
Nickerson, William 
04/16/2009 
 
VII. INVESTl!IENTS and TRUSTS --income, value. transactions r1ncludes those spouse and dependent chitdren; see pp. 34-60 filing instructions.) 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) (2) 
(l) Type (e.g . buy. sell, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
Place (X) after each asset Amount 
Type (e.g. 
Value 
Value 
Method Code (Q-W) 
Wyeth cmn Dividend 
Code 
exempt from prior disclosure 
div rent. 
Code 
(A-H) int.) 
(J-P) Bristol Myers Squibb cmn Dividend 
- 	 
Chevron Texaco Corp. formerly Chevron Dividend orp. cmn 	 
Coca Cola Co. cmn Dividend 	 
Colgate Palmolive Co. cmn Dividend 
Diamond Offshore Drilling Co. cmn Dividend 
DuPont, cmn Dividend 
Equifax Inc. cmn Dividend 	 
General Electric Co. cmn Dividend 
10. 	 
General Mills Inc. cmn Dividend 
11. 	 
Johnson Johnson cmn Dividend 
12. 
Merck Co., Inc. cmn Dividend 
 
13. 
Pitney Bowes, Inc. cmn Dividend 
 
14. 	 
Procter Gamble Co. cmn Dividend 
 
15. 	 
Mutual Shares Fund Dividend 
16. 	Constellation Energy cmn Dividend 
17. Cheesecake Factory Inc. cmn None 1ncome Gain Codes: (See Columns and 04) Value Codes (See Columns and DJ) Value Method Codes (See Column C2) 1,000 less =S50,001 -s100.ooo =$15.000 less =$250,001 -$500,000 =$25,000,001 -$50,000,000 =Appraisal =Book Value =Sl,001 -$2.500 =$I 00.00 1,000,000 =$15,001 -$50,000 0=$500,001. $1,000,000 =Cost (Real Estate Only) =Other =S2,501 -SS,000 =Sl,000.001 -$5,000,000 =$50.00 -SI 00,000 =$1,000.001 -$5,000,000 =More than $50,000,000 =Assessment =Estimated =SS,001 -$15,000 =More than $5.000,000 100.00 -$250,000 =$5,000,001 -$25,000,000 Cash Market =$15,001 -$50,000 
 
Date Report 
04/16/2009 
Nickerson, William 
 
VII. INVESTMENTS and --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 sets) 
 
Place (X) afer eac asset exempt from prior dis closure 
18. 
Jones Apparel Grp cmn 
 
19. 
T.R.P. Md. Tax Free Bond 
 
20. 
T.R.P. Tax Exempt M/M 
 
21. Morgan -Trust 
 
22. Morgan Deposit Sweep Inst!. (Chase Market Rate Acct) 
 
23. 
-Verizon Communications 
 
24. 
-Chevron Corp. (formerly k/a Chevron Corp) 
 
25. 
-Dow Chemical 
 
26. 
-Gen Elect 
 
27. 
-Exxon Mobil Corp 
 
28. Morgan Core Bond Sel Fid Fund 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
 
(I) 
(4) 
(2) 
(3) 
(2) 
(1) (2) 
Amount 
Code 
 
(A-H) 
Type (e.g., div., rent, int.) 
Dividend 
Dividend 
Dividend 
Distribution 
Value Code (J-P) 
Identity 
Value 
Gain 
Value 
Type (e.g., Date 
buyer/seller 
Code 
Code 
Method 
buy, sell, Month 
(if private 
Code redemption) Day 
(J-P) 
(A-H) 
transaction) 
(Q-W) 
-Altria Group, Inc. 
-American Electric Power Co, Inc. --Bank America Corp New 
32. 
-Bristol Meyers Squibb 
 
33. 
-Citigroup Inc. 
 
 
-Consolidated Edison, Inc. Income Gain Codes: =$1 ,000 less =Sl.001 -S2,500 =S2,501 -S5,000 =$5,001 15,000 15,001  SS0,000 
(Sec Columns and 04) =$50,001  $100,000 =$100,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=SIS,OOOorless 15,001  $50,000 =$50,001  100,000 =$100,001  $250,000 
(Sec Columns and DJ) =S250,00I  $500,000 =S500,00I. SI,000,000 =$1,000,001  $5,000,000 =$5,000,00  $25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real EsLatc Only} =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other :::Estimated 
-------------------------------------------- 
 
 
 
VII. INVES Tl.VIEN and TRUSTS -income, alue, transactions (Includes those spouse and dependent children; see pp. 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
r--------- 
Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
Description Assets Income during 
 
(4)(!) 
 
Type (e.g., Value 
 
Value 
Type (e.g., 
Place (X) after each asset Amount 
Code 
div., rent, Code 
buy, sell, 
exempt from prior disclosure 
Method 
(A-H) int.) (J-P) 
redemption) 
Code 
(Q-W) 
52. -Kraft Foods, Inc. 
(!) 
(2) 
(2) (I) (2) (5) 
Identity Month-Date Value Gain 
buyer/seller Day Code Code 
(if private transaction) (J-P) (A-H) 
 
-Spectra Energy Corp. 
54. -fairpoint Communications, Inc. (X) Spinoff (from line 23) 4/2 
55. -Philip Morris Int!., Inc. (X) Spinoff (from line 29) 3/31 
 
56. Dell, Inc. Cmn 	None 
Exxon Mobil Corp cmn Dividend 
58. 
Intel Corp cmn Dividend 
 
59. 
PNC Finl. Svs. Grp. cmn Dividend 
 
60. 
Microsoft Corp cmn Dividend 
 
61. Rowe Price Inc. cmn Dividend 
 
62. 
Zebra Tech cmn 	None 
 
63. 
Pfizer Inc cmn Dividend 
 
64. 
Wal-Mart Stores cmn Dividend 
 
65. 
Alcatel Lucent Spon ADR cmn Dividend 	Sold 12/26 
 
66. 
Fidelity Natl. Info. Svcs. Inc. cmn Dividend 
 
67. 
Zimmer Hldgs. Inc. cmn 	None 
 
68. 
Smucker cmn Dividend =Sl5.00J -$50.000 Income Gain Codes: =$I ,000 Jess =Sl.001 -S2,500 =S2.501 -15.000 D=S5.00I -SJ5,000 (See Columns and 04) =S50.00J -1100.000 =SI00,001 -Sl.000,000 =Sl,000,001 -S5.000.000 =More than ,000,000 
Value Codes =SI 5,000 Jess =$15,001 -$50,000 =$50,001 -1100,000 M=SI00,001 -1250,000 
 
(See Columns and DJ) =$250,001 -$500,000 =$500,001 -$1.000,000 =SJ.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 V=Other W=Estimatcd 
 
 
 
Date Report 
04/16/2009 
VIL INVESTIVIENTS and TRUSTS --income, va1ue, transactio r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Asse Income during Gross value end (including trust asse ts) reporting period reporting period 	(t) 
Place (X) after each asset Amount exempt from prior disc! osure 
Code 
(A-H) 
(2) (I) 
Type (e.g., Value div., rent, Code int.) (J-P) 
(2) 
Value Method Code 
(I) 
Type (e.g., buy, sell, redemption) 
Transactions during reporting period 
 
(2) 
Date 
Month- 
Day 
 
(4) (5) 
Value Gain Identity 
Code Code buyer/seller 
(J-P) (A-H) (if private 
 
transaction) 
69. Medcohealth Solutions, Inc. cmn None 
70. Stewart Growth Fd., Inc. Dividend 
71. Massachusetts Mutual Ins. Co. -whole life policy Dividend 
72. Ameriprise Trust Co. ACF Nickerson IRA 
 
-AMEX Insd. M/M acct. Dividend 
-Columbia Acom Fd. Dividend 
75. 	 
-Riversource Diversified Bd. Fd. Dividend 
 
76. 	 
-Riversource High Yield Bd. Fd. Dividend 
 
77. 	 
-Fidelity ADV Mid Cap Fd. None 
 
78. Shares MSC! Emerging Mkts. Dividend 
 
79. Shares Russell 1000 Value Dividend 
80. Shares Russell 1000 Growth Dividend 
 
81. Shares SP Europe 350 Index Dividend 
 
82. Shares SP l!idcap400 Barra Growth Dividend ndex Fd. 
 
83. Shares SP Midcap 400 Barra-Value Dividend ndex Fd. 
 
84. Shares SP Smallcap 600 Index Fd. Dividend 
 
85. 	 
-Morgan Stanley Capital Trust Income Gain Codes: =$1,000 less 
(See Columns and 04) F=$50,001  $100,000 
Value Codes =$15,000 less 
 
(See Cotumns and DJ) 	N=$250,001 -$500,000 =S25,000,00I  $50,000,000 
Value Method Codes =Appraisal 
(See Cotumn C2) =Book Value 
 
 
 
Dividend =$1,00 -$2,500 =SI00,001  Si,000,000 =$15,001  $50,000 =$500,001. $1,000,000 =Cost (Real Estate Only) V=Other =S2,501  $5,000 =$1,000,001  $5,000,000 =$50,001  SI00,000 =$1,000,001  $5,000,000 =More than $50,000,000 ::::Assessment W=Estimated =SS,001 -Si5,000 =Si5,00i  S50,000 =More than $5,000,000 
M=$1 00, 001 $250,000 
 =$5,000,001  $25,000,000 :::(ash Market 
 
VII. INVESTllENTS and TRUSTS --income, value, transaction rrncludes those spouse and dependent children; see PP 14-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
 
 
VII. INVESTlVIENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end 
(including trust assets) reporting period reporting period 
(I) (2) (I) (2) 
Place (X) after each asset Amount Type (e.g., Value Value 
exempt from prior disclosure Code div., rent, Code Method 
(A-H) int.) 
(J-P) 
(1) 
Type (e.g., buy, sell, Code redemption) (Q-W) 
Transactions during reporting period 
 
(2) 
Date 
Month Day 
 
 
(5)(4)(3) 
Identity GainValue 
buyer/seller (J-P) Code 1Code 
(if private transaction) (A-H) 
103. Lender Proc. Svcs., Inc. -cmn Dividend Spinoff (from line 59) 7/9 
104. Riversource Ret. Adv. Ad. Annuity Int./Div. Buy 2/8 Income Gain Codes: =$1,000 less 1,00 -$2,500 =$2,501 -$5.000 =S5.00I -SIS.000 =$15.001-$50.000 
(See Columns and 04) =$50,001-$100.000 =$I 00.00 1,000,000 =Sl.000.001 -$5.000.000 =More than $5.000.000 Value Codes 15,000 less =$15,001 -$50.000 =$50,001  $100,000 =s100.001-mo.ooo 
(See Columns nd DJ) =$250.001 -$500.000 =$500.001 -$1.000,000 =s1,ooo.001 -S5.ooo.ooo =$5.000.001 -s2s.ooo.ooo =$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 V=Other =Estimated 
 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate parto[ReporL) 
Line IOI:  was purchased 11/07/2007 for $110,000. 
 
 
 
 
Name Person Reporting Date Report 
 
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