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Judicial Watch • William M Nickerson Financial Disclosure Report for 2010

William M Nickerson Financial Disclosure Report for 2010

William M Nickerson Financial Disclosure Report for 2010

Page 1: William M Nickerson Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:21

Date Created:October 17, 2011

Date Uploaded to the Library:November 23, 2013

Tags:Riversource, nickerson, William M Nickerson, Columbia, acorn, Morgan, shares, william, 2010, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Roy. 1/2011 Government Act
FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle Initial) Court Organization Date Report Nickerson, William Maryland 
05/11/2011 Title (Article 111 Judges Indicate active senior status;  5a. Report Type (check appropriate type) Reporting Period  
magistrate judges indicate hill- part-tlme)  Nomination,  Date  01]01/2010  
U.S. District Judge, Senior Initial Annual Haal 12/3112010  

5b. Amended Report Chambers Office Address 	8.On the basis the Information contained this Report and any modificatluns pertahdng thereto, Is, opinion, compliance 
101 Lombard Sheet with applicable laws and regulation*. Baltimore 21201 
Reviewing Officer 	Date 
IMPORTANT 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. POSITIONS. ~,~,po,,~ indh, ldual on; *eepp. 9-13 nffillng tn,t,,ctio#,.) NONEOVo reportable positions.) 
POSII]ON 	NAME ORGANIZATION/ENTITY 
II. AGREEMENTS. c~,~.o.i.z 	NONE (No reportable agreements.) DATE PARTIES AND TERMS 12/6/93 	State Md. Judicial Pension Plan; 

Nickerson, William 
III. NON-INVESTMENT INCOME. (RoportlnZindi~ld,,at*.~s~o~.;see~,p, 17-24 fillng instructions.) Filers Non-Investment Income NONE (~Vo reportable non-investment income.) 

DATE  SOURCE AND TYPE  INCOME  
(yours, not spouses) monthly  State Md, Judicial Pension Plan  $29,727.36 Spouses Non-Investment Income -If yoa were married during any portion the reportingyear, complete this sectimt 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 
DATE .~OURCE AND TYPE 

IV. REIMBURSEMENTS 
(Includes those spouse and dependent  itdren," see pp. 25-27 filing imtructions.) 
~-~ NONE (No reportable reimbursements.) ,~OURCE LOCATION PUP.POSE ITEMS PAID PROVIDED GIFTS. a~,.t,,aes ,ho,.e ~.~o,,~, ona a,p~d~nt children; see pp. 28-31 filing instructions.)  
NONE (No reportable g~s.)  
SOURCE  DESCRIPTION  
~-]  NONE IWo reportable liabilities.)  
CREDITOR  DESCRIPTION  VALU~CODE  

05/1112011 
VII. INVESTMENTS and TRUSTS i.eo.,~, v,,tu., Iransactions NOIq-E (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end (including trust assets) reporting period reporting period 
(1) (~) Eac "(X)" after each asset Amount Type Value Value Type {e.g., 
exempt from prior disclosure 	Code d[v., rent, Code Method buy, sell, (A-H) int.) (J-P) Code redemption) 
(Q.W) 	Bristol Myers Squibb cmn Dividend 	
Chevron Texaco Corp. formerly Chevron Dividend Corp. cmn 	
Coca Cola Co. cmn Dividend 
Colgate Palmolive Co. emn Dividend Diamond Offshore Drilling Co. cmn Dividend 	
DuPont, Dividend 	
Equifax Inc. cmn Dividend 	
General Electric Co. cmn Dividend 
General Mills Inc. gmn Dividend I0. Johnson Johnson cmn Dividend 

11. 	
Merck Co., Inc. cmn Dividend 

12. 	
Pitney Bowes, lnc. cmn Dividend 

13. 	
Procter Gamble Co. cmn Dividend 

14. 	
MutualShares Fund Dividend 

15. 	
ConsteIlationEnergy Dividend 

16. 	
Cheesecake Factory Inc. cmn None 

17. 	
Jones Grp cmn (Formerly Jones Apparel) Dividend Income Gain Codes: =1;I .000 bess =$1,~01 1;;2,500 =$2.501 $5,000 (Se~ Columm and D4) =$50.~1 -$[00,~0 =$t00,~1 -$l,0O0,000 =S],~,O0t $5,000.~0 V~ue Codes 5,000 I 5,001 50,~0 50,001  100,0~ (See Columns and D3} =$250.~ SS0O.000 500.~1 I,~,000 =$1.0~.00 $5,000,000 
Transactions during reporting period 
(~)  (4)  (~)  
Date  Value  Gain  Identi,y  
mm/dd/yi  Code  Code  buyer/seller  
(J-P)  (A-H)  (if private  
transaction) =1;5,001 $15,000 15,0131 f0,000 =Mort Ihan $5,000,~0 -$~.000,001 $25.000.~ =I;25,000,001 $~0,000,000 =More than Value Meth~ Codes -App~isal =Cost (Real Estate OnIy~ -Assgssmer.t ~ash Market  
(Se ColumnC2} =Book V~lue =Olher =Estimated  

VII. INVESTMENTS and TRUSTS -in,o~,e, vo,,o, transactions  
NOIqE (No reportable income, assets, transactions.)  
Descr,ption Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure  Income during reporting period (1) (~) Amount Type (e.g.,Code div., rent, (A-H) int.)  Gross value end reporting period (i) (~) Value Value Code Method (J-P) Code (Q-W)  (1) Type (e.g., buy, sell, redemption) Transactions during reporting period (2) (3) (4) D~e Value Gain mm/dd/)7 Code Code (J-P) (A-H)  (}) Identity buyer/se!ler (if private transacJon)  

18.  T.R.P. l~Id. Tax Free Bond  Dividend  
19. T.R,P. TaxExempt M/M  Dividend  
20. Morgan Trust j21." Morgan (Form DollarPrincipal Deposit Sweep InstT 22. .1P Morgan Short Term Mun. Bd. Fd.  Distribution  Buy 1/23/09  
23. Verizon Communications  
-Chevron Corp. -Dew Chemical 24. 25.  Sold (pro)  11/25/09  
 Gen Elect Co26.  
-Exxon Mobil Carp27. 28. Morgan Core Bond Sel Fid Fund  Sold (part)  11/25/09  
29. 30. -Altria Group, Inc. -American Electric Power Co, Inc.  Buy (addl)  11/25/09  
31. -Bank America Carp Formerly New)  
32.  Boeing Co.  Buy  11/25/09  
33. -Bristol Meyers Squibb  
34.  -Consolidated Edison, Inc. Income Gain Codes: (See Columm 131 at~d D4) VIIUe C~es (See Colum~ and D3) Value Method Codes (See Column =$1.000 less =$50,001 $100,000 5,000 [e~s =5250,001 $500,000 ~525,~0,001 $50.000,~00 =Appraisal ~Buok Value =$1.00! $2,500 100,001 $1,0~,000 IS,001 $50,~0 =S500,~ ~1,0~,000 ~C~st (Real Estate Only) =O~her ~$2,501 $5,0C0 =Sl.~,00t $5,000.000 *$50,00 l~,0~ l,~O.001 $~,0~,0~ =More thin ~Asses~ment =Estimated =$5,001 $t5,000 =Mote than $5.000,000 i0~,001 $250,000 -$5.000,001 ~25,Q00,~0 =Cash Market 5.001 -$50,000 Description Assets (including trust assets} Place "(X)" after each asset exempt from prior disclosure Income during reporting period (I) (2) Amount Type (e.g., Code div., rent, (A-H) int.)  Gross value end reporting period (2) Value Value Code Method (J-P) Code (Q-W)  (l) Type (e.g., buy, sell, redemption}  Transactions during reporting period (2) (3) (4) (5) Da~e Value Gain Identity mm/dd/yy Code Code buyer/sel!er {J-P) (A-H) (if private transaction)  
35. Dominion Resources lnc  
36. ScanaCorp  Sold  11/25109  
37. HomeDepot, Inc.  Buy  11/25/09  
38. McDonalds Corp.  Buy  11/25/09  
39. Morgan Stanley 4.25%5/15/10  Redeemed  11/27/09  
40. Donnelley RR Sons Co.  Sold  11/25/09  
41. Duke Energy (Formerly Hldg.) Corp.  
42. Travelers Cos. lnc.  
43. WhirlpoolCorp.  
44. Kraft Foods, Inc.  
45. Spectra Energy Corp.  
46. Pfizerlnc.  Buy 1/25109 47. Philip Morris lntT, Inc. {X)  
48. Kellogg Co.  
49. Morgan Mun. Bd. Fd.  Sold  11123/09  
50.  -Coca-Cola Co.  
51. SyscoCorp. Incom Gum Codes: -$1,000 less =$1,001  I2,500 ~$2.~01 SS,000 =$5,001 $15.000 "$15,001 $50,~00  
(See Columus a~l D4) =$50,001 -$100,000 =$100,0OI -$1,000,000 =Sl.000,O01 =M~re than Value Codes =SI ~,0~0 less =$15,001 =$50,00 $100.000 00,001 $250.000  
(See Columm ~nd D3) =$250,001 $500,000 =~500.001 $l,t,00,000 =$1,000,001 $5,000.000 =$5.000,001 $25,000,000 ~$25.000,001 -$50,0g0.000 =More tb.an $50,000.000 Value Method Codes -Cost (Real Estate Only) =Cash Market  
(See Column C2) =Book Value =Other =Estimated INVESTMENTS and TRUSTS -i, eo,.,. ~t,,. ,,~.,=.,io,s a,,,.d,, ,ho,, o.t,po,,so ~,.~,~e~,,,ae,,t,~iWon: ~,,~,~,. ~-~0 o.r~i,~ ~,~,~,~o,~.) NOiqE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including Irust assets) reporting period reporting period (2) (t) ~2) (2) (3) Plae~ "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code 
div., rent, Code Method buy, sell, mm/dd/~,3~ Code Code buyer/seller(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private (Q-W) transaction) 
52. Yum Brands Inc. Buy 11/25/09 

53. 	
Exxon lviobil Corp cmn Dividend 

54, IntelCorpcmn Dividend  55. PNC Finl. Svs. Grp. cmn Dividend 
56. Microsoft Corpcmn Dividend  57. Rowe Price Inc. cmn Dividend 
58. ZebraTechemn None 
i"59. Wal-Mart Storescmn Dividend 
60. 	
Fidelity Natl. Into. Svc~. Inc. cmn Dividend 

61. 	
ZimmerHldgs. Inc. cmn None 

62. 	
Smu~ker cmn Dividend 

63. 	
Medcohealth Solutions, lnc. cmn None 

64. 	
Massachusetts Mutual Ins. Co. whole life Dividend 
policy 

65. 	
AmeripriseTrust Co. ACF Nickerson 
IRA 

66. Columbia Acorn Fd. 

67, 	-Columbia (Formerly Dividend 
Riversource)Diversified Bd, Fd. 

68. 	-(Columbia Fomaerly Riversource) High Dividend 
Yield Bd. Fd. Income Gain Codes: =$1.~)0 less =$1,001 $2,500 =$2,501 $5,0~0 ~$5,001 $15,000 15,0or $50.000 (See Columns and D4) -$50,~ IOO,~0 ~,O01 I.OOO.~O =$1,000,001 5,0~0,~,0 =Mo~ than $5.000,000 Value Codes =$1 ~,000 less =$15,001 $50,000 =$50.001 $100.000 
(See ColumnsCI and D3) =$250,~ SS00,0~ =~5~,001 SI,~.OOO =$1,000,001 $5.~0,000 =$5.~,001 S25.~0,0~ =$25,000,001 $50,000,000 =MOrn than Value Method Codes =App~is=l =Cus~ (Real E=~t Only) =As~s5ment =Cash Markm  
(See Column =Book Val~e =O=he* =Estimated  

Name Person Reporting

VII. INVESTMENTS and TRUSTS -i.co.,., ~.~.e, t,a.~.=,io,. NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
Ptac~ "(X)" after each asset exempt from prior disclosure 
69. -IShares MSCI Emerging Mkts. 70, Shares Russell 1000 Value 
71. Shares; Russell 1000 Growth 

72. Shares SP Europe 350 Index 

73. Share~ SP Midcap400 Barra Growth Index Fd. 

74. Shares SP Midcap 400 Barra-Value Index Fd. 

75. Shares SP Smallcap 600 Index Fd. 

76. Morgan Stanley Capital Trust 

77. Fidelity Advisor New Insights Fd. 

78. Columbia (Formerly RVS) Diverse Equity Inc. 

79. MFS Intl. Diverse- 

80. Fidelity Advisor Mid Cap 

81. 	
Columbia b,~ult Adv(FonnerlyRiversource) Intt Sel VaI-A Fund 

82. 	
Columbia Mid Cap Value Fund 

83. 	
Columbia SmalICap Value Fund 

84. 	
Columbia Recovery lnfrst Fd. 

85. 	
Fidelity Advisor Mid Cap II-A Fd. Income Gain Codes: =$1,000 less (See Columns and D4) =$~0.001 $100,000 V~lue Codes ~$15,000 less (See Columns and D3) =$250,001 $500,000 
Income during  Gross value end  
reporting period reporting period  (2)  (t)  (2)  
Amount Code (A-H)  Type (e.g., div., rear, int.)  Value Code (J-P)  Value Metho~ Code  Type (e.g., buy, sell, redemption)  
(Q-W) Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend None Dividend Sold Dividend None Dividend Dividend Dividend Dividend Buy NoneK =$1,001 $2,500 =$2,501 $5,000 ~5100,001 -~,I,000,000 =$I.000,0OI $5,000,000 1J,001 $50,000 =$50,001 $10~J,000 =$500,001 -$1,000,000 =$1,000,001 $5,000,000 
Transactions during reporting period 
(2) (3) (4) (5) 

Date Value Gain Identity mm/dd/yy Code Code buyer/seller (J-P) (A-H) (if private transaction) 
12/11/09 
01/27f10 =$5,001 $15.000 =t 15,[101 =Mote lhaa $5,000.000 100.00 $250,000 =$5,000,00 -$25,000,000 =$25,000.001 $50.000,000 =Mode than $hO,(100,00n Value Method Codes =Appraisal =Co~.t (Real Estate Only) =Assessment ~Cash M~ket  
(See Column C2) =Book Value =Other =Estimated  

Name Person Reporting
05/11/2011 
Description Asscts (including trust assets) Place "(X)" after each asset exempt from prior disclosure  Income during reporting period (~) Amount Type (e.g., Codo div., rent, (A-H) int.)  Gross value end reporting period C2) Value Value Cod~ Method (J-P) Code (Q-W) Type (,g., buy, sell, redemption)  Transactions during reporting period (2) (3) (~) Date Value Gain mm/dd/yy Code Code (J-P) (A-H)  C5) Identity buyer/seller (if private uansaction)  
186.  Fidelity Advisor New Insights Fd.  None  Buy  01/27/10  
87.  MFS Value Fd,  Dividend  Buy  01/27/10  
88.  Morgan Stanley Capital Trust  Dividend  
89.  Oppenheimer Developing Mkts. Fd.  Dividend  
90.  Riversoaree Rot. Adv. Plus Annuity  Int./Div.  
91.  Riversource Rot, Adv. Plus Annuity  InL/Div.  
92.  Investment property, Baltimore,  ~one  
93.  Lender Proc. Svcs., Inc. cmn  Dividend  
94.  Riversource Rot. Adv, Ad. Annuity  Int./Div.  
95.  Riversource Rot. Adv. Ad. Annuity  lnt~/Div.  Buy  12111/09  
96.  Riversource Roe. [nfra. Fd.  Dividend  
97.  Franklin Tax F~ee Inc. DividendI Income Gain Codex: =$I ,0~0 le~S :$1,001 $2,500 "$2,S01 $5,000 =$5,~1 $15,000 =$I$,001 -$50,000 Value Codes ~$15,~ less  
(See Columtls and D3) -$250,~1  $5U0,000 =$500,~1 $1,OOO.~0 =~1,000,~1 -$5.000.000 =$5,000.~1 $25,000,000 "$25,000.001 $$0,000,~0 
Name Person Reporting Date Report
FINA~NCIAL DISCLOSURE REPORT 

05/11/2011 

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. [urther certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are 
ompliance 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) 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 Government Act 1978
1/2o. 
FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report 
Nickerson, William 	Maryland 
05/11/2011 Title (Article 111 judges indicate active senior status; 5a. Report Type (check appropriate type) Reporting Period 
magistrate judges indicate full- part-time) Nomination, Date 01/01/2010 
U.S. District Judge, Senior lnitia! Annual Final 12/31/2010 5b. Amended Report Chambers Office Address the basis the information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance 

101 Lombard Street with applicable laws and regulations. 
Baltimore 21201 

Reviewing Officer 	Date 
IMPORTANT NOTES: The instructions accompanying this form must followe~ Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. mepo,ing divlduot only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
POSITION 	NAME ORGANIZATION/ENTITY 
II. AGREEMENTS. me, o,ing individual only; see pp. 14-16 filing instructions.) 
---] NONE (No reportable agreements.) 
DATE 	PARTIES AND TERMS 
1.12/6/93 	State ofMd. Judicial Pension Plan; 

Nickerson, William 
Name Person Reporting Date Report
III. NON-INVESTMENT COME. (neponing i.dlvldual a.d spouse; see pp. 17-24 filing instructions.) Filers Non-lnvestment Income  NONE(No reportable non-investment income.)  
DATE  SOURCE AND TYPE  INCOME  
(yours, not spouses) monthly  State Md. Judicial Pension Plan  $29,727.36 Spouses Non-Investment Income -if you were married during any porffon the reporting year, complete this section.  
(Dollar amount not required except for honoraria.)  NONE (No reportable non-investment income.)  
DATE  SOURCE AND TYPE  
IV. REIMBURSEMENTS -transportation, Iodglng, food, entertainment.  
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.)  
NONE (No reportable reimbursements.)  
SOURCE.  DATES  LOCATION  PURPOSE  ITEMS PAID PROVIDED GIFTS. tinct.des those spouse a.d dependent children; see pp. 28-31 filing instructions.)  
NONE (No reportable gifts.)  
SOURCE  DESCRIPTION  VALUE  
VI. LIABILITIES. andudes those oSspou~e and dependent children; see pp. 32-33 filing instructions.)  
NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION  VALUE CODE  

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; seepp. 34-60 f!ling instructions.) 
NONE (No reportable income, assets, transactions.) B.C. 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(1) (2) (1) (2) (1) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identi .ty exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (JP) (A-H) (if private (Q-W) transaction) 	
Bristol Myers Squibb cmn Dividend 	
Chevron Texaco Corp. formerly Chevron Dividend Corp. 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 	
General Mills Inc. cmn Dividend 

10. 	
Johnson Johnson cmn Dividend 

11. 
Merck Co., Inc. cmn Dividend 

12. 
PitneyBowes, Inc. cmn Dividend 

13. 
Procter Gamble Co. cmn Dividend 

14. 	
Mutual Shares Fund Dividend 

15. 
Constellation Energy cmn Dividend 

16. 	
Cheesecake Factory Inc. cmn None 

17. 
Jones Grp cmn (Formerly Jones Apparel) Dividend
 Income Gain Codes: =$1.000 less =$1,001 $2,500 =$2,501 -$5,000 =$5,001 $15,000 =$15,001- $50.000 (See Colurans and 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 =$15,001 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 =Appraisal =Cost (Rcal Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Estimated =Other 
VII. INVESTMENTS and TRU -income, value, transactions (Includes those 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 trust assets) reporting period reporting period 
(1) (2) (1) (2) (1) (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., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
(Q-W) 	transaction) 
18. 	T.R.P. Md. Tax Free Bond Dividend 
19. 	
T.R.P. Tax Exempt M/M Dividend 

20. Morgan Trust Distribution 

21. Morgan DollarPrincipal (Form 
Deposit Sweep Instl. 

22. Morgan Short Term Mun. Bd. Fd. Buy 11/23/09 

23. 	
-Verizon Communications 

24. Chevron Corp. Sold 11/25/09 
(part) 

25. Dow Chemical 

26.
 -GenElectCo 

27. Exxon Mobil Corp Sold 11/25/09 
(part) 

28. Morgan Core Bond Sel Fid Fund 

29. 	
-AltriaGroup, Inc. Buy 11/25/09 
(addl) 

30. American Electric Power Co, Inc. 

31. Bank America Corp Formerly New) 

32. 	
-Boeing Co. Buy 11/25/09 

33. Bristol 1Meyers Squibb 

34. 	
-Consolidated Edison, Inc. Income Gain Codes: =$1,000 less =$1,001 $2,500 =$2,501 $5,000 =$5,001 $15,000 =$15,001- $50,000 (See Colum~s and 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 =$15,001 $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 =Appraisal =Cost (Real Estate Only) =Assessment -Cash Market 
(See Column C2) =Book Value =Other =Estimated 

VII. INVESTMENTS and TRU STS -income, value, transactions (ln~ludes those spouse and dependent children; see pp. 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) B.C. 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(1) (2) (l) (2) (1) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g.. Value Value Type(e.g., Date Value Gain Identityof exempt from prior disclosure Code div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) transaction) (if private
(Q-W) 
35. 
-Dominion Resources Inc 

36. ScanaCorp 	Sold 11/25/09 

37. HomeDepot, Inc. 	Buy 11/25/09 

38. McDonalds Corp. 	Buy 1/25/09 

39. Morgan Stanley4.25% 5/15/10 	Redeemed 11/27/09 

40. Donnelley Sons Co. 	Sold 11/25/09 

41. 
-Duke Energy Formerly Hldg.) Corp. 

42. Travelers Cos. Inc. 

43. Whirlpool Corp. 

44. Kraft Foods, Inc. 

45. Spectra Energy Corp. 

46. 
 Pfizerlnc. 	Buy 11/25/09 

47. Philip Morris Intl., Inc. (X) 

48. Kellogg Co. 

49. Morgan Mun. Bd. Fd. 	Sold 11/23/09 

50. Coca-Cola Co. 

51. SyscoCorp. ncome 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 =$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 =$50,001 100.000 100,001 $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 =Appraisal =Cost (Real Estate Only) =Assessment Cash Market 
(See Column C2) =Book Value =Estimated -Other 
Name Person Reporting 	Date Report

05/11/2011 
VII. INVESTMENTS and TRUSTS .... value, transactions ancluaes those spoase an,t d~pend~nt ehUaren; so, pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 	B.C. 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(l) (2) (1) (2) (1) (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., rent, code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (I-P) (A-H) (if private (Q-W) transaction) 
52. YumBrands Inc. Buy 11/25/09 

53. 	
Exxon Mobil Corp cmn Dividend 

54. 	
Intel C0rp cmn Dividend 

55. 	
PNC Finl. Svs. Grp. cmn Dividend 

56. 	
Microsoft Corpcmn Dividend 

57. Rowe Price Inc. cmn Dividend 

58. 	
ZebraTech cmn 

None 
Wal-Mart Stores cmn

59. Dividend 

60. 	
Fidelity Natl. Info. Svcs. Inc. cmn Dividend 

61. 	
Zimmer Hldgs. Inc. cmn None 

62. 	
Smucker cmn Dividend 

63. 	
Medcohealth Solutions, Inc. cmn None 

64. 	
Massachusetts Mutual Ins. Co. whole life 

Dividend 
policy 

65. 	
Ameriprise Trust Co. ACF Nickerson 
IRA 

66. Colurabia Acorn Fd. 

67. Columbia (Formerly Dividend 
Riversource)Diversified Bd. Fd. 

68. 	
-(Columbia (Formerly Riversource) High Dividend 
Yield Bd. Fd. 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 $100,001 1,000,000 =$1,000,001 $5,000,000 ore than $5,000,000 Value Codes -$15,000 less $15,001 $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 =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other =Estimated  

VII. INVES TMEN and TRUSTS -income, v.t.e, transactions (Includes those spouse and dependent children; see pp. 34-60 fillng instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
69. Shares MSCI Emerging Mkts. 

70. Shares Russell 1000 Value 

71. Shares Russell 1000 Growth 

72. Shares SP Europe 350 Index 

73. Shares SP Midcap400 Barra Growth Index Fd. 

74. Shares SP Midcap 400 Barra-Value Index Fd. 

75. Shares SP Smallcap 600 Index Fd. 

76. Morgan Stanley Capital Trust 

77. Fidelity Advisor New Insights Fd. 

78. Columbia (Formerly RVS) Diverse Equity Inc. 

79. MFS Intl. Diverse- 

80. Fidelity Advisor Mid Cap 

81. 	
ColumbiaMultAdv(FormerlyRiversource) Intl Sel VaI-A Fund 

82. 	
Columbia Mid Cap Value-A Fund 

83. 	
Columbia Small Cap Value Fund 

84. 	
Columbia Recovery lnfrst Fd. 

85. 	
Fidelity Advisor Mid Cap II-A Fd. 
Income Gain Codes: A=$1,000 orless (See Columns and D4) =$50,001- $100,000 
Value Codes =$15,000 orloss (See Columns and D3) =$250,001 -$500,000 

Income during  Gross value end  
reporting period reporting period  
(1)  (2)  (1)  (2)  (1)  
Amount Codel  Type (e.g., div., rent,  VaLue Code2  Value Method  Type (e.g., buy, sell,  
(ArH) int.)  (JaP)  Code  redemption)  (Q-W) Dividend Dividend Dividend Dividend Dividend Dividend Dividend Dividend None Dividend Dividend None Dividend Dividend Dividend Dividend Buy None =$1,001- $2,500 =$2,501- $5,000 G=$100,001 -$1,000,000 =$1,000,001- $5,000,000 K=$15,001 -$50,000 =$50,001- $100,000 O=$500,001- $1,000,000 =$1,000,001 $5,000,000 
Transactions during reporting period 
(2) (3) (4) (5) 
Date Value Gain Identity 
mm/dd/yy Code Code buyer/seller 

(J-P) 	(A-H) (if private transaction) 
01/27/10 
D=$5,001 $15,000 =$15,001- $50,000 =More than $5,000,000 M=$100,001 $250,000 P2=$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 Markct  
tSee Column C2) =Book Value =Other  W=Estimated  

VII. INVESTMENTS and TRUSTS i.come, val.e, transactions (Includes those spouse and dependent children; seepp. 34-60 filing instructions.)  NONE (No reportable income, assets, transactions.)  
Description Assets (including trust assets) Place "(X)" after each asset exempt from prior disclosure  Income during reporting period (1) (2) Amount Type (e.g., Code div., rent, (A-H) int.)  Gross value end reporting period (1) (2) Value Value Code Method (J-P) Code (Q-W)  (1) Type (e.g., buy, sell, redemption)  Transactions during reporting period (2) (3) (4) Date Value Gain mm/dd/yy Code Code (J-P) (A-H)  (5) Identity buyer/seller (if private transaction)  
86.  Fidelity Advisor New Insights Fd.  None  Buy  01/27/10  
87.  MFS Value Fd.  Dividend  Buy  01/27/10  
88.  Morgan Stanley Capital Trust  Dividend  
89.  Oppenheimer Developing Mkts. Fd.  Dividend  
90.  Riversource Ret. Adv. Plus Annuity  Int./Div.  
91.  Riversource Ret. Adv. Plus Annuity  Int./Div.  
92.  Investment property, Baltimore,  None  
93.  LenderProc. Svcs., Inc. cmn  Dividend  
94.  Riversource Ret. Adv. Ad. Annuity  Int./Div.  
95.  Riversource Ret. Adv. Ad. Annuity  Int.iDiv.  Buy  12/11/09  
96.  Riversource Rec. Infra. Fd.  Dividend  
97.  Franklin Tax Free Inc.  Dividend 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 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 =$100,001 $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 =Appraisal -Cost (Real Estate Only) =Assessment  T-Cash Market  
(See Column C2) =Book Value -Other =Estimated  

Name Person Reporting Date Report
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indlcate part report.) Part VII The Morgan Trust (line 20) provided with single annual report for the period 08/01/2009 06/30/2010. The trust assets noted lines 22, 24, 27, 29, 32,36,37, 38, 39, 40, 46, and report transactions during the trust reporting period which predate the period this report. Part VII, line Columbia (Formerly RVS) Diverse Equity Inc. asset listed line last years annual report, was inadvertently reported sold 
12/11/09 that report. actuality, only the name was changed. 
Part VII, line 95, Riversource Ret. Adv. Ad. Annuity, purchased 12/11/09 was inadvertently omitted last years annual report. 
Part VII, line 92, reported for 2008 and 2009, this property was purchased 11/07/2007 for $110,000.00 

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: S/William Nickerson 
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