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Judicial Watch • Benson Legg Everett – 2008

Benson Legg Everett – 2008

Benson Legg Everett – 2008

Page 1: Benson Legg Everett – 2008

Category:Federal Judges

Number of Pages:8

Date Created:December 4, 2009

Date Uploaded to the Library:November 14, 2014

Tags:newly, Benson Everett Legg, benson, Revolving, deposit, barney, MASON, TRUSTEE, smith, funds, trust, 2008, TRUSTS, dividend, reportable, disclosure, report, Federal Judge, financial, income, Judge


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UTMA Trustee Custodial Accounts Legg Mason UTMA Trustee Custodial Accounts T.Rowe Price UTMA Trustee Custodial Accounts Smith Barney 
 
 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[ZJ NONE (No reportable agreements.) 
 
 
Legg, Benson 
 
III. N-JNVESTMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income [Z] NONE (No reportable non-investment income.) 
SOURCE AND TYPE INCOME (yours, not spouses) 
 
 
Date Report 
06/15/2009 
Legg, Benson Spouses Non-Investment Inome you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 2008 Legg Mason Inc (CEO Legg Mason Capital Mannagement) 
 
 
 
IV. REIMBURSEMENTS -transportation, lodging,food. entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[Z] NONE (No reportable reimbursements.) 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) NONE (No reportable liabilities.) 
CREDITOR 
DESCRIPTION VALUE CODE Chase Revolving credit card 
Bank America Revolving credit card 
Bank America Revolving credit card 
 
 
 
 
Date Report 
Legg,_!Jenson 
 
06/15/2009 
VII. INVESTMENTS and TRUSTS -income, value, transactions anc1udes those spouse and dependent children; see PP J4-6o filing instrucuons.J NONE (No reportable income, assets, transactions.) 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 14--00 fuing instructions.) 
NONE (No reportable income, assets, transactions.) l11SS value Clld duri!lg reporting period OI -SS0,000 
 
(ifprNati: 
Date Report 
L.egg, Benson 
06/15/2009 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children: see pp. 14-1>0 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description ofAssets Gross v.tlue end Transactions during reportingp riOd 
(including ZIJSI as5ets) reporting J>lriod 
 
(2) (I) 
(5) (l) 
(I) 
Vli!e 
Valile 
Place after each 
Id!:D!t.Yof 
V!llie 
.Cede.I; 
Month 
disclUfy 
.(J:-1>) 
Day 
traction) 
(Q;,wj,. 
35. 
Legg Mason Inst Funds (Oppr Trust), Dividend Sold 12/23 UTMA#2 (part) 
 
36. 	 
Legg Mason Inst Funds (Oppr Trust), None Buy 6120 UTMA#2 
 
 
(addI) 
Smith Barney UTMA 	None 
38. Smith Barney UTMA None 
 
39. 
Smith Barney Grat, (Legg Mason) Dividend Transferred 
(to line 18) 
 
 
40. 
Smith Barney Grat. (Bank Deposit Interest 
 
41. 
Legg Mason Capital Management Research Dividend Fund 
 
 
Smith Barney (Bank Deposit)-IRA Dividend 
Smith Barney (LMOPX)-IRA Dividend Buy 4/21 (addI) 
Smith Barney (Bank Deposit) Interest 
45. 
Smith Barney (Bank Deposit) Dividend 
 
46. 
Smith Barney (CD) 	None hJqmie Gain: Sl;QOQ less =S2,5(}! -$5.000 =S5,00J -$15;000 (e.C:OJOuisBl 1)4) =;l),pj)J -SlOO,l!OQ Sl,0()(),-000 i;QOl).(lol -SS-000,000 =More tlwi S5,000;Qilo 2Vlile =eSJ;o@otiess. -SSO;Ojl(J =SHi0,001, $2pO;OOo (SeeClaiidl>3) Nsci;1-ssoo..ooo -$1.Qol,6ixi =Ss.000.1 sis;; PlC$1S,Ooo.oPI SSO;Ooo,000 Va!,,Codiis Q=Al>P. S=AsSessmenf (See ) uVal!!:. 
:.-;./ 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofReporL) 
Part VII. Investments and Trusts: 
Smith Barney (LMNSX) -IND (item 14) newly established account. 
Legg Mason Inst Funds (Value Trust), UTMA#I (item 31) newly established account. 
Legg Mason Inst Funds (Value Trust, UTMA (item 34) newly established account. 
Legg Mason Capital Management Research Fund (item 41) newly established account. 
Smith Barney (Banlc Deposit) -IRA (item 42) newly established account. 
 
 
 
Smith Barney (LMNOPX) -IRA (item 43) newly established account. 
Smith Barney (Bank Deposit) (item 45) newly established account. 
Smith Barney (CD) (item 46) newly established account. 
 
 
 
 
Date Report 
FINANC1AL DISCLOSURE REPORT Page of8 
Legg, Be!son 
06/15/2009 
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. 
 
Sign 200 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAIL?i.O 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