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Judicial Watch • Bernard A. Friedman – 2007

Bernard A. Friedman – 2007

Bernard A. Friedman – 2007

Page 1: Bernard A. Friedman – 2007

Category:Federal Judges

Number of Pages:28

Date Created:November 6, 2008

Date Uploaded to the Library:October 19, 2014

Tags:BERNARD, Bernard A Friedman, FRIEDMAN, Appraisal, Estate, Gross, Market, 2007, assets, INVESTMENTS, transactions, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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SITI NS, (Reporti11g i11dividual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Member the Board Childrens Hospital Michigan 
 
 
,.._,CJ 
II. AGREEMENTS. (Reporting i11dividual only; see pp. 14-16 filing instructions.) NONE (No reportable agreements.) 
State Michigan 48th District Court Pension Fund 
 
 
05/12/2008FRIEDMAN, BERNARD 
Ill. N-INVESTMENT ME. (Reporting individual and ;pause; 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 llliirried 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 
1.-Self-Employed Psychological Practice 
 
 
IV. REIMBURSEMENTS -transportfllion, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[ZJ NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID 
 
 
 
05/12/2008FRJEDMAN, BERNARD 
V GIFTS. (Includes tlwse spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION VALUE 
 
 
VI. LIABILITIES. (fflcludes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 
DESCRIPTION VALUE CODE 
 
 
 
05/1212008 
FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.; 
NONE (No reportable income, assets, transactions.) 
-c. 
Transactions during reporting period Gross value end 
(!) 
(2) (3) (4) (5) 
DateValue Value Value Gain Identity Type (e.g., 
buy, sell, Month-Code Code buyer/seller 
Code Method 
 
(J-P) Code 
(if private Iredemption) Day (J-P) (A-HJ transaction) 
___l (Q-W) 
,----- 
Assets Income during 
(including trust assets) 
 
Place (X) after each asset Amount Type (e.g., 
 
exempt from prior disclosure IRA AND PENSION ACCOUNT: 48TH None (Heading) DISTRlCT COURT 
 
,--- Incom Gain Codes: ==$1,000 less =$1,00 -$2,500 =$2,501 -S5,000 D=$5,001 -$15,000 E=Sl5,00l 
(See Columns and 04) =S50,00I -$100,000 =$100,00 -$1,000,000 =$1,000,001 -$5,000,000 =Mor than $5,000,000 Value Codes $15,000 less 15,00 -S50,000 L=$50,001 -SI00,000 00,00 -$250,000 
(See Columns and 03) 	N=$250,00 -$500,000 =$500,001 -$1,000,000 =Sl,000,001 -$5,000,000 $5,000,001 $25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Valu Method Codes Appraisal Cost (Real Estate Only) =Assessment Cash Market 
(See Column C2) ==Book Value =Other o:oEstimated 
Date Report 
FRIEDMAN, BERNARD 05/12/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see pp. 14-60 filing instructions.; NONE (No reportable income, assets, transactions.) Transactions during reporting period 
Value 
Code 
 
(3) -1 
(J-P) 
 
(I) Type (e.g., buy, sell, redemption) (2) Date Month-Day 
 
Description Assets Income during Gross value end (including trust assets) reporting period reporting period 
(2) (I) (2) (5) 
Place (X) after each asset Amount Type (e.g., Value Value 
Gain 
Identity 
exempt from prior disclosure div., rent, Code Method Code buyer/seller int.) (J-P) Code 
(if private 
(A-H) 
transaction) 
18. 
OLTC, Ltd. Distribution 
 
19. 
29180 Van Born LLL Distribution 
 
20. 
Bank One Dividend Income Gain Codes: =$1,000 less ,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001  $50,000 
(See Columns and D4) =S50,00 -$I 00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 $1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00I -$50,000,000 =More tlrnn $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =:Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
Date Report 
FRIEDMAN, BERNARD 05/12/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes 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 ust assets) reporting period reporting period 
 
(1) 
(2) 
(I) (2) 
Place (X) after each asset Amount 
Value Value 
Type (e.g., 
Code 
exempt from disclosure 
Method 
(A-H) int.) (J-P) Code (Q-W) 
Lehman Bros. Holding Dividend 
Value 
Date 
Gain Identity 
Type (e.g., 
Month 
buy, sell, 
Code buyer/scller 
(A-H) (if private 
redemption) 
Day 
(J-P) 
___j 
(1) (3) (4) (5) 
36. U.S. Bancorp Dividend Income Gain Codes: =$1,000 less ,00 -$2,500 $2,501 -$5,000 $5,001 -$15,000 $15,001 -$50,000 
(See Columns and 04) $50,00 -$I 00,000 100,00 -$1,000,000 =$1,000,001  $5,000,000 More than $5,000,000 Value Codes =$15,000 Jess $15,001 -$50,000 $50,001 -$100,000 $100,001 -$250,000 
(See Columns and D3) =$250,00 -$500,000 $500,001 -$1,000,000 $1,000,001 -$5,000,000 =$5,000,001 -$2,,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 VOther =Estimated 
 
05/1212008 
FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see pp. 14-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Description Assets Income during 
Gross value end 
(including trust assets) reporting period 
reporting period 
(3) 
(4) 
(2) 
(I) (I) 
Place (X) after each asset Amount Code 
exempt from prior disclosure (A-H) 
Type (e.g., div., rent, int.) Value Value Code Method (J-P) Code 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Date 
Month- 
Day 
 
Value 
Gain Identity Code 
Code buyer/seller 
(J-P) 
 
(A-H) (if private transaction) 
_______ _____ 
52. !st Bank Interest Buy 
Merrill Lynch Income Gain Codes: $1,000 less =$I ,00 -$2,500 0$2,501 -$5,000 0$5,00 -SI 5,000 0$15,001 -$50,000 
(See Columns and 04) =$50,00 !00,000 00,00 -S1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 0$50,001 -$100,000 =$I 00,00 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,00 -$I ,OOO,v00 =$I ,000,00 -$5,000,000 $5,000,00 -$25,000,000 0$25,000,00 -$50,000,000 =:oMore than SS0,000,000 Value Method Codes =Appraisal Cost (Real Estate Only) Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
0511212008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes 11iose spouse and dependent children; see PP 14-60 offlting instructions.; NONE (No reportable income, assets, transactions.) 
Descripti 
Transactions during reportin Assets Income during Gross value end 
(including trust assets) reporting period reporting period 
(2) (1) (1) (4) 
Value 
Gain 
Amount 
Date 
Type (e.g., Value Value 
Type (e.g., 
Place (X) after each asset 
Code 
Code 
Code 
Month 
exempt from pnor disclosure 
div., rent, Code Method 
buy, sell, 
 
(A-H) 
Day 
redemption) int.) (J-P) Code 
(J-P) 
(A-H) 
___L 
69. (CAPTION) ROWE PRICE SEP/IRA None (Heading) Income Gain Codes: :0::$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001. 
(See Columns and 04) =550,001 -$100,000 =$100,00 -$I ,000,000 =$1,0-0-0,001 -$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 03) =$250,00  $500,000 =$500,00 1,000,000 =$1,00-0,001 -$5,000,000 =$5,000,001 -$25,000,000 =S25,000,00I -S50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) =Book Value V=Other =Estimated 
 
05/12/2008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1ncludes those spouse and dependent children; see PP 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.) 
- 
Description Assets 
Gross value end 
Transactions during eporting perio -----, 
Income during 
 
 
 
)--i-- 
(including trust assets) 
reporting period 
reporting period 
1(4 
 
(l) (2)(l) (2) (5) 
Gain 
Code 
Date 
Value 
Amount 
Place (X) after each asset 
Type (e.g., Value Value 
Type (e.g., 
Jdentity 
buyer/seller 
Code 
Code 
Code Method 
buy, sell, 
Month 
xempt from prior disclosure div., rent, 
(A-H) 
Code 
redemption) 
Day 
(J-P) 
(A-H) int.) (J-P) (if private 
__l(Q-W) transaction) 
------- -- 
86. Covidien, Ltd. Dividend Spinoff 2-8 Tyco 
 
87. EDS Dividend 
88. Exxon Mobil Corp. Dividend 
89. Fifth Third Bank Dividend 
90. Gannett Co. Dividend 
91. Gartner Group Dividend 
92. General Electric Dividend 
93. General Mills Dividend 
94. Halliburton Dividend 
95. Home Depot Dividend 
96. Hospira Inc. Dividend 
97. IMS Dividend 
98. Intel Corp. Dividend 
99. IBM Dividend 
JOO. Iomega Corp. Dividend 
IOI. Janus Cap Group, Inc. Dividend 
102. Johnson Johnson 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 04) =$50,00I -SI 00,000 =$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 =$50,00 -$100,000 =$100,00 $250,000 
(See Columns and 03) =$250,00 -$500,000 0=$500,001 $1,000,000 =$1,000,00! -S5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -S50,000,000 =More than $50,000,000 Value Method Codes Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) U=Book Value V=Other W=Estimated 
 
 
05112/2008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, va111e, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
1- 
.Transactions during reporting period )(1Typebuy, sredemp (e.g.,ell, tion) (2)Date Month-Day (3) (4)Value Gain Code 1Code (J-P) 
 
Gross value end 
(including trust assets) reporting period 
reporting period 
Value 
(Q-W) 
Description Assets Income during 
(2)(I) (2) 
Amount Type (e.g.. ValuePlace (X) after each asset 
exempt from pnor disclosure 
103. 
J.P. Morgan Chase Dividend 
104. 
Kimberly Clark Dividend 
 
105. 
Limited 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 D4) =$50,001 -$100,000 =$100,001 -$1,000,000 s1,ooo,001 -$5,ooo,ooo =More than $5,000,000 Value Codes =$15,000 less K=$15,001-$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and D3) =$250,00I -$500,000 =$500,00 -$1,000,000 s1,ooo,001 -S5,ooo,ooo =$5,000,001 -$25,0C ),000 Value Method Codes =$25,000,001 -$50,000,000 =Appraisal =Cost (Real Estate Only) =More than $50,000,000 =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
 
05/l 2/2008 
FRIEDMAN, BERNARD 
VII. INVESTMENTS and STS -income, value, transactions (Includes those spouse a11d dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
IPlace 
Transactions during reporting period 
Description Assets 
Income during Gross value end 
(including trust assets) 
reporting period reporting period 
(1) 
(5) 
(2) 
(1) 
(2) Gain Code (A-H) Date [dentity 
buyer/seller 
(if private 
Value Value 
Type (e.g 
ValueType (e.g., 
Amount 
(X) after each asset 
Code Month-Code 
Method 
buy, sell, 
Code 
exempt from prior disclosure 
div., rent, 
(A-H) 
Day 
Code 
redemption)or int.) (J-P)(J-P) 
transaction) 
(Q-W) 
120. Tween Brands Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =Sl5,00J -$50,000 
(See Columns and D4) =$50,001 -$100,000 J00,00 -$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 03) =$250,00 -$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 
 
05/12/2008 
FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, transactio11s r1nc1udes those spouse a11d dependent children; see PP 34-60 offlli11g instructions.; NONE (No reportable income, assets, transactions.) 
 
 
05/12/2008 
FRIEDMAN, BERNARD 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReport.) 
rare trustees Irrevocable Living Trust created January 19, 1990,  for tbe sole purpose owning insurance policy their lives. 
Please note that the funds listed lines and Part VII were funds substituted the Pension Plan and were not noticed last reporting period. 
0412512008 
FRIEDMAN, BERNARD 
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 becanse 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 Government Act 1978 
Rev. 112008 
FOR CALENDAR YEAR 2007 USC app.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report 
FRlEDMAN, BERNARD EASTERN DISTRlCT MICHIGAN 05/12/2008 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) ACTIVE DISTRICT JUDGE Chambers Office Address JOO UNITED STATES COURTHOUSE 231 WEST LAFAYETTE BOULEY ARD DETROIT, MICHIGAN 48226 Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Sb. Amended Report Final Reporting Period 0110112007 12/3112007 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date 
 
IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have 110 reportable information. Sign 011 last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY Member the Board Childrens Hospital Michigan 
 
 
,....--. 
...__,j ......._, 
 
:::1 c_.-; 
c..:.:.:J 
C.1 :;J 
-- c:: 
r-_, ... 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing 
instructions.) :::.:-i,. 
r--11  NONE (No reportable agreements.) Oi> !--J> 
n-s 
PARTIES AND TERMS 1982-pre State Michigan 48th District Court Pension Fund 
 
05/12/2008 
FRIEDMAN, BERNARD 
III. N-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-14 filing instructions.) Filers Non-Investment Income 
[ZJ NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) Spouses Non-Investment Income -I/you were married during any portion the reporting year, complete this section 
(Dollar amount not required exceptfOr honoraria.) NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE l/1-12/31 Self-Employed Psychological Practice 
IV. REIMBURSEMENTS --transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions) 
NONE (No reportable reimbursements.) 
[ZJ 
 
 
 
 
0511212008 
FRIEDMAN, BERNARD GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 
SOURCE DESCRIPTION 
VALUE 
 
 
VI. LIABILITIES. (Includes those >pouse and dependent children; see pp. 32-33 filing instructions.) 
[Z] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE 
 
 
 
Date Report 
lINANCIAL DISCLOSURE REPORT Page 4of14 
FRIEDMAN, BERNARD 
0511212008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 ofJWng instructions.J NONE (No reportable income, assets, transactions.) 
----------- 
Description Assets Income during Gross value end (including trust assets) reporting period 
reporting period 
(2) (1) (2) 
Type (e.g., Value Value exempt from prior disclosure Code div., rent, Code Method Place (X) after each asset Amount (I) (A-H) int.) (J-P) Code3 (Q-W) Transactions during reporting period 
(1) 
Type (e.g., 
Date Value Gain Identity buy, sell, 
Month -Code Code buyer/sellerredemption) DayI (A-H) 
_jJ= -lI :!::t) Income Gain Codes: =$1,000 less =$1,00t -$2,500 =$2,501 -$5,000 =$5,00t -$t5,000 =St5,00I -$50,000 
(See Columns and 04) =$50,001 -$100,000 =SI00,001 -$1,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,00t -$50,000 =$50,001 -$!00,000 to0,00 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,00 ,000,000 =Sl,000,00t -S5,000,000 =$5,000,001 -S25,000,000 =$25,000,00t -$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 =Estimated 
 
Date Report 
FRIEDMAN, BERNARD 05/12/2008 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children,-see pp. 34-60 offiting instructions.J 
NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end 
Transactions during reporting period 
(including tru assets) 
reporting period reporting period 
(2) (I) 
(5) 
(3) 
(4) 
(2) 
reach asset Place (X) afte exempt from prio disclosure -- Amount Type (e.g., Code div., rent, (A-H) int.) _____l____ Value Code (J-P) 
18. OLTC, Ltd. Distribution 
 
Value Method Code 
(Q-W) 
Type (e.g., buy, sell, redemption) 
Date 
Month Day 
 
Value 
Identity Code Gain buyer/sellerCode 
(if private transaction) (A-H) 
(J-P) Income Gain Codes: 1,000 less =$1,00 -$2,500 =$2,501 -S5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,00 -$100,000 =$100,00 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less 15,001 -$50,000 =S50,00I -$100,000 =$I 00,00 -$250,000 
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00 -$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 
 
 
FRIEDMAN, BERNARD 
05/12/2008 
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.) Description Assets (including trust assets) 
Place (X) after each asse exempt from prior disclosur 
Lehman Bros. Holding Income during reporting period Gross value end reporting period Transactions during reporting period 
(l) (2) Amount Type (e.g., Code div., rent, (A-H) int.) (l) Value Code (J-P) (2) Value Method Code (QW) (l) Type (e.g., buy, sell, redemption) (2) Date Month  Day (3) (4) Value Gain Code Code I(J-P) (AH) (5) Identity buyer/seller (if private transaction) Dividend 
36. Bancorp Dividend 
 
37. 
Magellan Fund -Fidelity Interest Income Gain Codes: =$1,000 less ,00  $2,500 =$2,501 $5,000 =$5,00t  $15,000 =$15 ,00  $50,000 
  
(See Columns and 04) =$50,00 00,000 =$100,001  Sl,000,000 =Sl,000,001 $5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00  $50,000 =$50,001  $100,000 =$100,00  $250,000 
(See Columns and 03) =S250,00  $500,000 =$500,00  1,000,000 =s1.ooo,001. s5,ooc,;oo =$5,000,001  S25,000,000 =$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 =Estimated 
 
 
05112/2008 
FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, tra11sactio11s (Includes those spouse and dependell/ children; see PP 34-60 filing 
i11stmctio11s.) 
 
NONE (No reportable income, assets, transactions.) 
Income during Gross value end 
Transactions during reporting period 
(including trust assets) 
reporting period reporting period 
(I) 
(2) 
(2) (I) 
Type (e.g., 
Value 
Date 
Type (e.g., Value 
div., rent, Code 
buy, sell, 
buyer/seller 
Month 
Method 
redemption) 
Day int.) (J-P) 
Code 
transaction) 
(Q-W) 
--------- --- 
52. 
Description Assets 
(3) 
(4) 
(5) 
(I) 
Amount IPlace (X) after each asset 
Identity 
Value 
Gain 
Code 
exempt from prior disclosure 
(A-I 
Code 
Code 
 
(if private 
(J-P) 
(A-J 1st Bank Interest Buy 
Merrill Lynch IncoC =$2,501 -$5,000 -$15,000 =$15,001-S50,000 Gain Codes: =$1,000 less =$1,001 -$2,500 =$5,001 
(SeeCo lumns and 04) =$1,000,001 -$5,000,000 than $5,000,000 
 
-$100,000 =$50,001G 100,001 -$1,0-00,000 	=More Val Codes =$15,000 le.ss =$15,00 -$50,000 =$50,001 -$I 00,000 =$I 0-0,001 -$250,000 (Se0 =$500,0-01 -$1,000,000 =$1,00-0,001-$5,000,000 =$5,000,001-$25,000,000 
-$500,000 =$25,000,001 Columns and 03) =$250,001 
-S50,000,000 =More 
tha $50,000,000 
3.Value Method Codes Appraisal ==Co (Real Estate Only) ==A essme =Cas Market 
Date Report 
FRIEDMAN, BERNARD 0511212008 
VII. INVESTMENTS and STS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
ransactions during reporting period ---, 
Gross value end 
reporting period 
(l) (2) (l) (2) 
Value Value Type (e.g., Date 
Code Method buy, sell, onth 
(J-P) Code redemption) Day 
(Q-W) 
(CAPTION) ROWE PRICE SEP/IRA None (Heading) 
 
Description Assets Income during (including trust assets) reporting period 
(I) (2) 
(4) 
Value Gain Identity 
Code Code buyer/seller 
(J-P) (A-H) (if private 
Place (X) after each asset Amount Type (e.g., exempt from prior disclosure 
1. 
Code div., rent, 
(A-H) int.) 
L---------- ------ 
____J 
70. Capital Appreciation Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5 ,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001 100,000 =$100,00 1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less $15,001 -$50,000 $50,00t -$100,000 $100,001 -$250,000 
(See Columns and DJ) =S250,00 -$500,000 =$500,00t -$1,000,000 s1,ooo,001-$5,ooo,ooo =$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 
 
 
05112/2008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Gross 	Transactions during reporting period 
Income durvalue end 
(including trust assets) reporting period reporting period 
--(2) 	(2) 
Amount Type (e.g., Value 1 Value Type (e.g., DatePlace (X) after each asset 
Code exempt from prior disclosure 
div rent, Code Method buy, sell, Month. 
(A-H) o;int.) (J-P) Code redemption) Day 
_l_  
(3) (5) 
Value Gain Identity 
Code2 Code buyer/seller (J-P) (A-H) (if private transaction) 
 
 
(4)1- Income Gain Codes: S1,000 less t,00 -$2,500 =$2,501 $5,000 =$5,001 -$15,000 =$15,001  $50,000 (See Columns and 04) =$50,00 -$I 00,000 =S100,00 -$1,000,000 =Sl,000,001-$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  $50,000 =$50,00 100,000 =$100,001 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,001-$1,000,000 =$1,000,001. $5,000,000 =S5,000,00I -$25,000,000 =$25.000,001 -$50,000,000 =More than $50,000,000 Value Method Codes Appraisal Cost (Real Estate Only) ===Assessment ash Market (See Column C2) =Book Value V=Other Estimated 
Date Report 
FRIEDMAN, BERNARD 0511212008 
VII. INVESTMENTS and STS -income, value, transactions (Jnc/11des those spouse and dependent children; see PP 34-60 filing instructions.) 
NONE (No reportable income, assets, transactions.) 
reporting period 
Description Assets (including trust assets) 
Income during Gross value end Transactions during 
reporting period 
(l) 
(2) 
after each asset Amount 
Type (e.g., 
 
ode 
div., rent, int.) 
reporting period 
(l) 
(3) 
Value 
(5) 
(e.g., r 
sell,ption) 
Place (X) 
___exempt from Value Value Type 
Method 
Code 
buy, 
(J.P) 
Code 
redem 
(Q-W) 
Gain Identity 
Code 
Code 
Month 
uyer/seller(if private ansaction) 
___ ______J 
A-H) 
Day 
(A-H) 
103. Morgan Chase Dividend 
 
104. 
Kimberly Clark Dividend 
 
105. 
Limited Dividend Income Gain Codes: (See Columns ;md 04) A==$ ,000 less =$50,00 -St 00,000 1,00 -$2,500 =$100,001 -$1,000,000 =S2,501 -$5,000 =$1,000,00! -$5,000,000 =$5,001 -$15,000 =More than $5,000,000 =$15,001 -$50,000 Value Codes (See Columns and 03) $15,000 less =$250,00 -$500,000 =$25,000,001 -$50,000,000 =$15,001 -$50,000 =$500,00 1,000,000 =$50,00 -$I 00,000 =Sl,OOO,OO! -S5,000,0 =More than $50,000,000 =$100,001 -$250,000 =$5,000,00! -$25,000,000 Value Method Codes Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) Book Value =Other =Estimated 
 
05/12/2008FRIEDMAN, BERNARD 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and depe11den1 children; see PP 14-60 offili11g instructiollS.J NONE (No reportable income, assets, transactions.) 
------ 
---------- 
Description Assets Income during value end Gross Transactions during reporting period 
 
(including trust assets) reporting period 
reporting period 
 
- Yalue 
(3) (4) 
Gain 
!dent Code 
Code 
buyer (J-P) 
(A-H) 
(if trans 
c2J, 
(l) (2) 
(I) (2) 
 
Value 
Type (e.g., 
Place (X) after each asset Amount Type (e.g., 
 
Month 
buy, sell, Method 
exempt from prior disclosure 
(A-H) Code 
 
Day 
redemption)or int) 
(J-P) 
 
---------------L__ 	J_