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Judicial Watch • William O. Bertelsman – 2007

William O. Bertelsman – 2007

William O. Bertelsman – 2007

Page 1: William O. Bertelsman – 2007

Category:Federal Judges

Number of Pages:12

Date Created:November 20, 2008

Date Uploaded to the Library:July 29, 2014

Tags:bertelsman, William O Bertelsman, william, Market, 2007, assets, transactions, TRUSTS, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
 
 
Adjunct Teacher (part-time)(one classXnon-compensated) Salmon Chase College Law, Northern Kentucky University, Highland Heights, Owner 529 Trust Plans #1-#9 
 
 
...... 
II, REEM NTS. (Reporting individual only; see pp. 14-16 filing instructions.) [ZJ NONE (No reportable agreements.) 
 
 
 
 
Date Report 
Bertelsman, William 
05/06/2008 
III. NON-INVESTMENT ME. (Reporting indiviib;al and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) SOURCE AND TYPE 
INCOME 
(yours, not spouses) Spouses Non-Investment Income -If you were married ib;ring any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) 
NONE (No reportable non-investment income.) 
 
SOURCE AND 2007 Council Postsecondary Education 
 
 
IV. REIMBURSEMENTS -transportation, lodging, food, enlertainmenl. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[ZJ NONE (No reportable reimbursements.) 
 
 
 
 
 
Date Report 
Bertelsman, William 
05/06/2008 GIFTS. (Includes those pouse and dependent children; see pp. 28-31 filing instruc tions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) 
[ZJ 
CREDITOR DESCRIPTION VALUE CODE 
 
 
 
 
Date Report 
Ber1elsman, William 
05/06/2008 
VII. INVESTMENTS and TRUSTS -income, va1ue, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
1- 
- 
Descnptwn Assets come during Gross value end Transactions durmg report1 penod 
(includmg trust assets) reporting penod reportmg pcnod 
-- ----- 
 
(2) (4) 
Amount exempt from pnor disclosure 
Place ()()after each asset Code (A-H) Type (e.g., 
Value 
div., rent, 
Code int) 
(J.P) 
Value Method Code 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Date 
Month Day 
 
Value 
Gain dent1ty 
Code Code yer/seller (A-H) pnvate ansact1on) 
(J.P) 
 
--1 Income Garn Codes =$1,000 lemi Sl,001 -$2,500 1;2,501 -S5,000 $5,00  $15,000 $15,001. $50,000 
(See Colwnm1 and 04) F$50,00l -SIOO,OOO S!00,001 -Sl,000,000 s1.ooo,001. ss,000,000 More than $5,000,000 Value Codc11 -SJ 5,000 lee.g K$15,00I S50,000 S.50,001 -SI00,000 $100,001  S250,000 
(Sec Column!! and D3) s250,001 -s5oo,ooo $500,001 Sl,000,000 .s1,000,00I  $5,000,000 55,000,001  S25,000,000 $25,000,00 -$50,000,000 More Ihan $50,000,000 Value Method Codei Appraisal ot (Real E.tatc Only) -As11e11m1ent T=Cash Market 
(See Cohunn C2) =Book Value V=Other =Esbmated 
 
Date Report 
Hertelsman, William 
05/0612008 
VII. INVESTMENTS and TRUSTS -income, va!JJe, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) 
--______,___ 
Descnpt1on Assets 
(including trust assets) 
Place (X) atler each asset exempt from pnor disclosure 
Income dunng reporting penod 
(I) Amount 
Code 
(A-H) 
(2) 
Type (e.g., 
div, ren mt.) 
 
Gross value end reporting period 
(I) Value Code 
(J-P) 
(2) Value Method Code 
(Q-W) 
(I) 
Type (e.g., 
buy, sell, 
redemption) 
Transactions during reporting period 
 
(2) 
Date 
Month- 
Day 
 
(3) Value Code (J-P) (4) Gain Code (A-H) 
(5) 
Ident1ty buyerlseller pnvate transact1on) Income Garn Codev $1,000 less $1,00t -$2,500 s5o,oo -$I 00,000 SIOO,OOt -Sl,000,000 =$t,000,00t  $5,000,000 More lhan $5,000,000 -S 15,000 !es -Stl,001 $50,000 $50,001 -St00,000 =SI00,001  $250,000 ::,: ::: ::. $250,001 -$500,000 s500.001  st,000,000 -s1.ooo.oot. $5,ooo,ooo 1>2 S5,ooo.001 -s2s.ooo.ooo =$25,000,00 -$50,000,000 More lhan$50,000,000 Value cthod Codes QAppnnsal =Cost (Real Estate OnJy) =As11enment =Cash Market =Book Value =Other =Eromated 
L___ 
_____J 
 
Date Report 
05/06/2008 
Benelsman, William 
VII. INVESTMENTS and TRUSTS -income, va1ue, transactions (Includes those spouse and dependent children; see PP 34-60 filing mstrucrions.J 
NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting penod 
(including trust assets) reporting period reporting period 
 
(I) 
(2) 
(1) 
(l) 
(3) 
(5) 
Place (X) after each asset Amount Type (e.g., Value Value 
exempt from prior disclosure Code div., rent, Code Met 
(A-H) int.) (J-P) Code 
(Q-W) 
 
Type (e.g., buy, sell, redemption) 
Value Gain Identity 
Code Code buyer/seller 
(J-P) (A-H) (if pnvate 
transaction) 
 
 
ncome Garn Codei =$1,000 leii =Sl,001 -$2,500 =-i2,501 -$5,000 ss.001 -s1s.ooo =$15,001 -s5o: 
See Colwnns and D4) =-i50,00 -SI 00,000 =Sl00,001 -Sl,000,000 IiI =Sl,000,001 -$5,000,000 =More than $5,000,000 
alue Codes (See Column.s and 03) o-c$JS,OOO ores11 S250,001 -S500,000 =$15,001 -$50,000 $500,001 1,000,000 $50,001 -Sl00,000 1,000,001 -Sl,000,000 -oSl00,001 -S250,000 $5,000,0-01 $25,000,000 
P3=$25,000,001 -$50,000,000 More than $50,000,000 Value Method Codell =Appraisal cost (Real E>tate Only) =Asse111nnent =Ca.sh Market 
(See Cohunn C2) Book Value =Other =Estimated 
 
Date Report 
Bertelsman, William 
0510612008 
VII. INVESTMENTS and TRUSTS income, vawe, transactions (Inc1u11es those spouse and dependent chudren; see PP 14-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
Descnpt10n Ass els (including trust ass els) 
Income during reporting penod 
Gross value end Transactions during reporting penod 
reporting period 
 
(I) 
(2) 
(1) 
(2) 
(3) 
(4) 
(5) 
(2) 
Place (X) after each asset Amount Type (e.g., 
exempt from prior disc losure Code div rent, 
(A-H) int.) 
 
Value 
Value Code 
Method 
Code 3(J.P) 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Dateo 
Mnth Day 
 
Value Gam 
Identity Code 
Code 
buyer/seller (J-P) 
(if private transaction) (A-H) 
 
r------- Income Garn Codes A=$1,000orlm 8=$1,001-$2,500 C=$2,501-$5,000 0=$5,001-$15,000 E=$15,00l-$50,O (See Columns and 04) F=$50,001 -$100,000 =$100,001 Sl,000,000 =$1,000,001  $5,000,000 =More than $5,000,000 Value Codcg =$15,000 $15,001 -$50,000 -S50,00I  SI00,000 =$100,001  $250,000 
(See Colunrng ;md DJ) -$250,001 $500,000 -$500,001  Sl,000,000 $1,000,001 SS,000,000 5,000,001  $25,000,000 =$25,000,001 $50,000,000 More U1an $50,000,000 Value Method Codell =Appraisal cost (Real Estate Only) =Assesmnent =Cash Market 
(See Column C2) U=Book. Value 000ther Estimated 
 
__J 
Date Report 
Bertelsman, William 
05/06/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.; 
NONE (No reportable income, assets, transactions.) 
,-- 
Description Assets 
(mcludmg trust assets) 
Place (X) after each asset exempt from pnor disclosure 
Income during Gross value end Transactions durmg reporting penod 
reporting penod reporting penod 
(1) Amount (2) Type (e.g., (!) Value (2) Value (!) Type (e.g (2) Date (3) Value (4) Gam (5) Identity 
Code div, rent, Code Method buy. sell. Month- Code Code buyer/seller 
(A-H) mt.) (J.P) Code redemption) Day (J-P) (AH) (1fpnvate 
(Q-W) transaction) 
 
69. Kentucky State Turnpike Authority Bond Interest 
Kentucky State Property Bldgs. Interest 
Communication Revenue Bond 
Northern Kentucky Water District Bond Interest 
 
72. Clay County, Justice Center Bond Interest 
73. Owensboro, Public Project Bond Interest Kentucky State Property Bldgs Revenue Interest 
Bond E-Trade Account Interest 
76. 
Ky. State Turnpike Bond 3.6% 
 
77. 
Ky. State Turnpike Bond 3.75% 
 
78. 
Automatic Data Processing, Inc. 
 
79. 
Johnson Johnson 
 
80. 
T-Rowe Price Equity Index 500 
 
81. 
Templeton Foreign Fund 
 
82. 
Growth Fund America 
 
83. 
Ky. State Property Bldg. Commn. Bond 
 
84. 
Jessamine Co., School 2/1/11 3.125% 
 
85. 
Fleming Co., School 2.5% 
 
 
r------------------- 
Income Garn Code11 1,000 Je11i Interest Interest Dividend Dividend Interest Interest Interest Interest Interest Interest s1.001 s2.5oo s2,501 S5,ooo s5,001. Sl5,ooo ........ s15,00J:$50,ooo 
(See Columni and D1) F$50,00I  $100,000 00,00  ,000,000 $1,000,001  $5,000,000 =More than $5,000,000 Value Codell $15,000 !en $15,001  $50,000 s5o,oo 00.000 $100,001  $250,000 (See Columns and D3) s2so.001 oo.ooo .500,001. $1,000,000 $1,000,00 $5,000,000 -ss.000,001. s2s.0110.ooo 025,000,00  S50,000,000 More lhan $50,000,000 Value Method Cod QAppraisal ort (Real Estate Only) =Assesfffilent Tash Market (See Column C2) =Book Value other =Estimated 
_________ 
Date Report 
Berlelsman, William 
0510612008 INV NTS and TRUSTS -in come, vahl transactions (Includes those spouse and dependent children; see pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Transactions durmg report1 period 
(2) (3) (4) (5) 
Date Value Gain ldenllty 
Month Code Code buyer/seller 
Day (J-P) (A-H) (rfpnvate 
transaction) 
Descnpt10n Assets 
(including trust assets) 
Income during 
Gross value end reporting period 
reporting period 
(2) 
Place (X) afier each asset Amount Type (e.g., 
exempt from pnor disclosure Code div rent, 
(A-H) int) 
 
value code (J-P) 
Value 
Type (e.g., 
Method 
buy, se11, 
Code 
redemption) 
 
--------------- 
Codet =11,000 leslil Sl,001 -$2,500 s2,.101 -s5,ooo DS5,00l -S15,000 ESl.,001 -$50,000 
 
(See Columm1 and 04) F$50,001 -$100,000 G$100,00! -$1,000,000 1;1,000,001 $5,000,000 =More than $5,000,000 
Value Codes $15,000 lcwi o!ll,001 -$50,000 S50,001 -$100,000 1;100,001 -$250,000 
-s.1,000,000 --s5,000,00J 25,000,000 Colwnn and [).)) $250,001 S.0,000 0$500,001  ,000,000 -s1,ooo,001 
P3$25,000,001 -$50,000,000 7-More than $50,000,000 
T=CaBh Market 
alue Method Codei QAppraisal ooCo.t (Real EBtate Only) =ABsessment ColumnC2) =Book Value =Other =Estimated 
Date Report 
Bertelsman, William 
05/06/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see pp. 11-60 filing instructions.; NONE (No reportable income, assets, transactions) 
 
 
Dute Report 
Bertelsman, William 
05/06/2008 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReport) 
 
 
 
Date Report 
Bertelsman, William 
05/06/2008 
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 2-30 One Columbus Circle, N.E. Washington, D.C. 20544