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Judicial Watch • William O. Bertelsman – 2006

William O. Bertelsman – 2006

William O. Bertelsman – 2006

Page 1: William O. Bertelsman – 2006

Category:Federal Judges

Number of Pages:13

Date Created:September 13, 2007

Date Uploaded to the Library:July 29, 2014

Tags:bertelsman, William O Bertelsman, william, 2006, assets, INVESTMENTS, transactions, Codes, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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illi11m ttfolsmnu JL. 1012 ugr ZOOl JUL IQ: (859) 392-7900 
July 25, 2007 
:nmugfou, rutudt)l 41012 
Judicial Conference the United States 
Committee Financial Disclosure 
One Columbus Circle, N.E. Washington, 20544 
Re: Calendar Year 2006 Filing 
Dear Committee: apologize for the ambiguities contained therein, which hope will resolved the following information, which submitted amendment the Report. Government Act 1978 
Rev. 112007 
FOR CALENDAR YEAR 2006 U.S.C. app. JOI-I Person Reporting (last name, first, middle initial) Bertelsman, William Court Organization KY-ED Date Report 0511412007 Title (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge (Senior) Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Final Reporting Period 01101/2006 12/31/2006 
Sb. Amended Report Chambers Office Address West Fifth Street, Rm. 505 Box 1012 Covington, 41012-1012 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Dale 
 
IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box/or each part where you have reportable informalio1 Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 instructions.) NONE (No reportable positions.) 
POSITION 	NAME ORGANIZATION/ENTITY 	Adjunct Teacher (part-time)( one class)(non-compensated) Salmon Chase College Law, Northern Kentucky University, Highland Heights, Owner 	529 Trust Plans 1-#9 REE MENTS, (Reporting individual only; see pp. 14-16 instructions.) 
 NONE (No reportable agreements.) 
 
 
 
 
 
Date Report 
Bertelsman, William 
05/14/2007 
III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 instructions.) Filers Non-Investment Income [KJ 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 .lection. 
(Dollar amount not required except.for honoraria.) 
 
NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 2006 Council Postsecondary Education 
 
 
 
IV. REIMBURSEMENTS -tr1111sportation, lodging, food, entertainmenL 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
[KJ NONE (No reportable reimbursements.) SOURCE DESCRIPTION 
 
 
 
Bertelsman, William 
05/14/2007 GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
IBJ NONE (No reportable gifts.) 
SOURCE 
 
VALUE 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-33 instructions.) 
IBJ NONE (No reportable liabilities.) 
CREDITOR 
DESCRIPTION VALUE CODE 
 
 
 
 
 
 
 
Dale Reporl 
Bertclsman, William 
05/14/2007 
VII. INVESTMENTS and TRUSTS -income, value, tran.vactio11s r1nc111des those the spouse and dependent children. see PP 14-60 fili11g instrucrions.J NONE (No reportable income, assets, transactions.) 
n 
Description Assets ----1-::om:urg- Transactions during reporting period 
(including trust assets) reporting pcnod reporting pcnod 
Place(X) after each asset r:--Typ;g---;ye;.g. 
exempt from prior disclosure Code div., rent, Code2 Method buy, sell, Month Code 
(J-P) (A-H) mt.) Code3 redemption) Day (JP) 
(5) 
(4) 
Gain 
Identityof 
Code 
buyer/sellertransaction)(if private 
(AH) Income Gnin Cm.les: 1,000 less 1,00  $2,500 S2,501  $5,000 0$5,001  Sl5,000 $15,001  $50,000 
(See Columns and 04) $50,001  SIOU,000 $100,001  $1,000,000 $1,000,001  S5,000,000 More lhan $5,000,000 Value CmJes ==$15,000 less $15,001  $50,000 $50,00  100,000 $100,001  $250,000 
(See Columns and DJ) $250,001  S500,000 $500,00  ,000,000 $1,000,001  $5,000,000 s5,ooo.001 s25,ooo.ooo Value Melhod Codes $25,000,00 $50,000,000 Cos! (Real ES!ale Only) More than $50,000,000 Cash Market 
(See Column C2) Q:o:Apprnisal =Other =Assessmenl =Book Value Estimated 
 
Bertelsman, William 
05114/2007 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Ind11des those the 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 reporting period 
(I) 
Amount 
Place (X) after each asset 
Code 
exempt from prior disclosure 
(A-H) 
(2) 
(2) 
Value 
Type (e.g. Value 
div, rent, Code 
Method int.) 
Code 
(J-P) 
(Q-W) 
Transactions during reporting period 
(5) 
Identity buyer/seller 
(A-H) (if private 
transaction) Income Gain Codes: 1,000 less 1,001 -S2,500 0$2,501 -$5,000 =$5,001 -SIS,000 =$15,001 -$50.000 
(See Columns and 04) =S50,00 -SI 00,000 =$100,001 -$1,000,000 =$1,000,001 -S5,000,000 =More than $5,000,UOO Value Codes 15,000 less 15,00 -$50,000 =$50,0tll -$I 00,000 00,00 -$250,000 
(See Columns and DJ) $250,001 -$500,000 =$500,00 -$I ,000,000 =Sl,0110,001 -$5,000,000 =$5,000,001 -$25,000,000 Value MethnJ Codes $25,000,00 -S50,000,000 =Cosl (Real Estate Only) =More than $50,0110,000 =Cash Market 
(See Column C2) Appraisal Other =A.ssessmenl ook Value =Estimaled 
 
05/14/2007 
Bertelsman, William 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those the spouse and dependent children. see PP 14-60 filing instructions.) 	NONE (No reportable income, assets, transactions.) -r---8-- -----c --- --------- ....--------- 
Description Assets Income durmg Gross value end (including trust assets) reporting pcnod reporting penod 
Place (X) after each asset exempt from prior disclosure :;:E -: 	::.0:t 
(A-H) int.) (J-P) Code redemption) _J__ 
Transactions during reporting period --1------------- 
(2) (3) (4) (5) 
Date Identity 
Month buyer/seller 
Day (ifprivate 
transaction) 
..I Income Gain Codes: =$!,ODO less 1,00  $2,500 =$2,501 -S5,00tl D=$5,001-$15,000 15,00  $50,000 
(See Columns and 04) =$50,0U -$I 00,000 =$100,00 -$1,000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes 5,000 less =$15,001 -$50,0110 =$511,00I -$I 00,000 =$100,001 -$250,0Q{J 
(See Columns and 03) =S250,llOI -$5011,0110 =$51111,0111 -$1,000,000 =$1,0tJ0,00 -$5,0011,0110 =$5,000,001 -$25,000,000 Value MelhoJ Codes {See Column C2) =$25,000,001 -$511,0110,000Q =Appraisal ==-Cost (Real Estate Only) =Other =More than $50,0110,000 /ssessmenl =Cash Market Book Value =Estima1ed 
 
05/14/2007 
Bertelsman, William 
VII. INVESTMENTS and STS -income, lQflle, transactions (lnc/11des those the ;po11se and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
---__ 
Description Assets -----1 Incomuring rGross vlt cn:r Transactions during reporting period 
(including trust assets) reporting period reporting period ____ 
[-(I) ----(2) (I) (2) (I) 
(2) (3) (4) 
Value 
Value 
Place (X) after each asset !Amount Type (e.g. 
Type (e.g. 
Date Value Gain Identity Code 
Code 
Method 
div., rent, 
buy, sell, 
Month-Code Code buyer/seller 
exempt from prior disclosure (A-H) int.) 
(J-P) 
Code 
redemption) 
Day 
(A-H) (if private 
transaction) 
(Q-W) 
----___ Income Gain Codes: :::$ 1,000 less 1,001 -S2,500 =S2,501 -.15,000 =Sl,001-$15,000 =$15,001 -$50,000 
(See Columns and 04) Value Codes =$50,001 -$100,000 =$15,000 less =$100,001 -Sl ,000,000 l5,001 -$50,000 1,0110,00 -SS,000,1100 =$50,00 -$I 00,000 =More than S5,000,000 =$I 00,00 -$250,000 
(See Columns and DJ) =$250,001 -$500,000 =$500,00 -$I ,OUU,0011 =$1,000,0UI -$5,UUO,UOO =$5,000,001 -$25,1100,000 Value Method Codes =$25,000,001 -$50,000,UOO =Cost (Real Estate Only) =More than $511,1100,000 =.Cash Markel 
(See Column C2) =tpprais those the spouse and dependent children. see PP 34-60 offilini: instructions.; NONE (No reportable income, assets, transactions.) 
-:::rr::;:--------- 
r-::::;:;:: -:ction 
gGain Identity Description Assets 
(including trust assets) 
- (-1) (2) 
 
 
(2).  CJJ 
 
(I) (2) (I) 
Type 
Amount (A-H) 
Type (cg int.) Value (J-P) ValuePlace (X) after each asset 
exempt from prior disclosure Date ValueI: 
 
Code 
 
redemption) Code 
Month -1Day 
Code buyer/seller 
(J-P) 
(A-H) 
(if private transaction) (Q-W) i 
l______________ Income Gain Cotles: See Columns an



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