Skip to content

Get Judicial Watch Updates!

DONATE

Judicial Watch • Lawson Jr Roger H – 2010

Lawson Jr Roger H – 2010

Lawson Jr Roger H – 2010

Page 1: Lawson Jr Roger H – 2010

Category:Federal Judges

Number of Pages:24

Date Created:October 17, 2011

Date Uploaded to the Library:January 20, 2015

Tags:Lawson, GEORGIA, ROGER, Merrill, Lynch, 2010, assets, transactions, Codes, dividend, reporting, report, Federal Judge, income, Judge


File Scanned for Malware

Donate now to keep these documents public!


See Generated Text   ∨

Autogenerated text from PDF

AOJO 
Rev112011 Government Act 1978 FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Lawson, Jr., Roger Court Organization Middle District, Georgia Date Report 05/10/2011 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 [Z] Annual Sh. Amended Report Final Reporting Period 01/01/2010 12/31/2010 Chambers Office Address P.O. Box 838 475 Mulberry Street Macon, Georgia 31202 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. 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. ONS. (Reporting individual only; supp. 9-13 instructions.) [{] NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY 
 
 
II. AGREEMENTS. (Reporting individual only; supp. 14-16 filing instructions.) NONE (No reportable agreements.) 
 
PAR TIES AND TERMS 01/01/96 Georgia Retirement System for Superior Court Judges 
 
 
Lawson, Jr., RoQer 
 
 
 
Ill. N-INVES TMENT INC ME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) 
 
 
SOURCE AND TYPE 2010 Georgia Judicial Retirement System--Retirement 
INCOME 
(yours, not spouses) 
$90,262.08 Spouses Non-Investment Income -I/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 2010 Teachers Retirement System Georgia--Retirement 2010 First United Methodist Church--Wages 
 
 
IV. REIMBURSEMENTS -transportation, lodging.food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 ojjiling instnictions.) 
[{] NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
 
 
 
 
 
V GIFTS. (lnc:/udes lltose spouse and dependent cltildren; see pp. 28-31 filing instructions.) [{] NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 
 
 
VI. LIABILITIES. (Includes tltose spouse and dependent children; see pp. 32-33 filing instructions.) 
[ZJ 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
 
 
 
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 Income during oss value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(I) (2) (I) (1) (4) 
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 Code2 Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) (J-P) (AH) (if private 
(Q-W) transaction) Sunmark Bancshares, Inc. Dividend Merrill Lynch IRA --Merrill Lynch -FIA Card Services Interest --Merrill Lynch -Blackrock Global Interest Buy 05/03/10 --Lincoln National Life Legacy III Plus None Merrill Lynch --Merrill Lynch Bank USA Interest --Transamerica Life Ins. Co.-Transamerica Landmark Annuity None --Transamerica Life Ins. Co.-Transamerica Landmark Annuity None 
10. Hawkinsville,Pulaski County, None 
11. Wells Fargo-High Yield Bond Fund Dividend 
12. Franklin Georgia Tax-Free Income Fund-Class Interest 
13. Rental Hawkinsville,Pulaski Co., GA. Rent 
14. Subdivision, Pulaski County, Georgia Und. Interest None 
15. Rental Hawkinsville, GA. Und. Inter Rent 
16. Merrill Lynch 
17. Merrill Lynch Deposit Account Dividend Income Gain Codes: =$1,000 less =$I ,00 -$2,500 =$2,501  $5,000 0=$5,001 -$15,000 =$15,001 -$50,000 
(Sec Columns and 04) F=$50,001 -$100,000 G=$100,00I -$1,000,000 =$1,000,001  $5,000,000 H2=More than $5,000,000 Value Codes =$15,000 less =$I 5,00 -$50,000 L=$50,001 -$100,000 =$100,001 -$250,000 
(Sec Colunms and 03) N=$250,00 -$500,000 =$500,001. $1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -$50,000,000 P4=More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) U=Book Value =Other =Estimated 
 
 
18. --Regions Financial Corp. Dividend Buy (addl) 10/04/10 
19. --Stellar Pharmaceuticals Inc None Buy 10127110 
20. --Nuveen Georgia Muni Bond Fund Interest 
21. --Vimetx Hldg Corp Dividend 
22. --Legg Mason Western Asset Dividend 
23. Sunmark Community Bank-Accounts Interest 
24. Merrill Lynch 
25. --Merrill Lynch Deposit Account Interest 
26. --Abbott Laboratories Common Dividend 
27. --American Intl Group Inc Common Dividend 
28. --ATT Inc Dividend 
29. --Automatic Data Processing Inc Common Dividend 
30. --American Funds Capital World Growth Income Fund Dividend Sold (part) 03/10/10 --Chevron Texaco Corp Common Dividend 
32. --Cintas Corp Common Dividend 
33. --Coca-Cola Co. Common Dividend 
34. --General Electric Co., Common Dividend 
 
 
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 Income during Gross value end Transactions during reponing per iod 
(including trust assets) reponing period ofreponing period 
(I) (2) (I) (2) (I) (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, Code2 Method buy, sell, mm/dd/yy Code2 Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
(Q-W) transaction) Income Gain Codes: =$1.000 less =$1,001 -$2,500 =$2,50I -$5,000 =$5.00 -$15.000 =$15,001-$50.000 
(See Columns and D4) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,00I -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$I 00,00 -$250.000 
(Sec Columns and D3) =$250.00I -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5.000,000 =$5,000,00 -$25,000.000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Re Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
 
 
 
Date Report 
Name Person Reporting 
05/10/2011 
Lawson, Jr., Roger 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes 1110se spouse and dependent children; see PP J4-6o filing 
ins1ruc1ions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(I) (2) (I) (2) (I) (3) 
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) 
 
35. --Walt Disney Co. Common Dividend 
36. --E Dupont Nemours Common Dividend 
37. --Exxon Mobile Corp Common Dividend 
38. --Illinois Tool Works Inc. Dividend 
39. --Eli Lilly Co. Common Dividend 
40. --McDonalds Corp. Common Dividend 
41. --Medtronic Inc. Common Dividend 
42. --Pfizer Inc. Common Dividend 
43. --Proctor Gamble Co. Common Dividend 
44. --Legg Mason Clearbridge Appreciation Fund Dividend Sold (part) 03/10110 
45. --Legg Mason Clearbridge Fundamental Value Fund Dividend Sold (part) 03/10/10 
46. --Legg Mason Partners Cap inc BmyB Dividend 
47. --Van Kampen Equity and Income Fund Class Dividend Sold (part) 03/10/IO 
48. --Silverstar Hldgs LTD Shs None 
49. --Stellar Pharmaceuticals Inc Buy 11/01/10 
50. --Vimtex Hldg Corp Buy 02/22/10 
51. --Walgreen Co. New Common Dividend Income Gain Codes: ,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 =$100,001 -$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 =$100,00 -$250,000 
(Sec Columns and D3) =$250,001 -$500,000 =$500,00 -$1,000,000 =$I ,000,00 -$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 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
VII. INVESTMENTS and income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instruction.I.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporting period 
 
(I) (2) (I) (2) (3) (4) (5) 
Place (X) after each asset Amount Type(e.g., Value Value Type(e.g., Date Value 
Gain identity 
Code 
exempt from prior disclosure div., rent, Code Method buy, sell, mmlddlyy Code 
Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) 
(A-H) (if private 
transaction) 
(Q-W) 
52. --Wells Fargo Co. New Common Dividend 
53. --Kripsy Kreme Dougnut None 
54. Merck and Co., Inc. 55. Georgia Trust Bankshares Dividend None 
56. Merrill Lynch 
57. --American New World Fund Buy 03/10/IO 
58. Sold 05/05/10 
59. --Blackrock Equity Dividend Dividend Buy 0/15/I 
60. --Blackrock Global Allocation Fund Dividend Buy 03/10110 
61. --CGM Advisor Targeted Dividend Buy 03/10/10 
62. Sold (part) 05/05/10 
63. --Cohen Steers Global Dividend Buy 03/10/10 
64. --Eaton Vance Glbl Macro Dividend Buy 05/05110 
65. --EV Gib Mer Abs Rtn Buy 05/05/10 
66. Sold (part) 10/22/10 
67. --Fairhome Fund Dividend Buy 03/1Oil0 
68. Sold (part) 05/05/10 Income Gain Codes: =$1,000 less =$1,00 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,00 -$5.000.000 =More han $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50.00 I00.000 =$I 00,00 -$250,000 
(Sec Columns and 03) =$250,001 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$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 TRUSTS income, vatue, transactions  NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(!) (2) (I) 
(2) 
(4) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value 
Gain Identity 
Code 
Code buyer/seller 
exempt from prior disclosure div., rent, Code Method buy, sell, mm/dd/yy Code 
(A-H) (if private 
(A-H) int.) (J-P) Code redemption) (J-P) 
transaction) 
(Q-W) 
18. --Regions Financial Corp. Dividend Buy (addI) 10/04/10 
19. --Stellar Pharmaceuticals Inc None Buy 10/27/10 
20. --Nuveen Georgia Muni Bond Fund Interest 
21. --Vimetx Hldg Corp Dividend 
22. --Legg Mason Western Asset Dividend 
23. Sunmark Community Bank-Accounts Interest 
24. Merrill Lynch 
25. --Merrill Lynch Deposit Account Interest 
26. --Abbott Laboratories Common Dividend 
27. --American Intl Group Inc Common Dividend 
28. --ATT Inc Dividend 
29. --Automatic Data Processing Inc Common Dividend 
30. --American Funds Capital World Growth Income Fund Dividend Sold (part) 03/10/10 
31. --Chevron Texaco Corp Common Dividend 
32. --Cintas Corp Common Dividend 
33. --Coca-Cola Co. Common Dividend 
34. --General Electric Co., Common Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =115,001 -$50,000 
(See Columns and 04) =$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 -$100,000 =$I 00,00 -$250,000 
(Sec Columns and 03) =$250,00 -$500,000 =$500,00 -$1,000,000 1,000,00 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,00 -$50,000,000 =More than $50,000,000 Value Method Codes =Apprnisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) 
VII. INVESTMENTS and TRUSTS NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(I) {2) {l) 
{4) {5) 
(I) (2) {3) 
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, Code2 Method buy, sell, mm/dd/yy Code2 Code buyer/seller 
(A-H) int.) (J-P) Code redemption) (J-P) (A-H) (if private 
(Q-W) transaction) 
 
35. --Walt Disney Co. Common Dividend 
36. --E Dupont Nemours Common Dividend 
37. --Exxon Mobile Corp Common Dividend 
38. --Illinois Tool Works Inc. Dividend 
39. --Eli Lilly Co. Common Dividend 
40. --McDonalds Corp. Common Dividend 
41. --Medtronic Inc. Common Dividend 
42. --Pfizer Inc. Common Dividend 
43. --Proctor Gamble Co. Common Dividend 
44. --Legg Mason Clearbridge Appreciation FundCLB Dividend Sold (part) 03/10/10 
45. --Legg Mason Clearbridge Fundamental Value Fund Dividend Sold (part) 03/1Oil0 
46. --Legg Mason Partners Cap inc BmyB Dividend 
47. --Van Kampen Equity and Income Fund Class Dividend Sold (part) 03/10/10 
48. --Silverstar Hldgs LTD Shs None 
49. --Stellar Pharmaceuticals Inc None Buy 11/01/10 
50. --Vimtex Hldg Corp None Buy 02/22110 
51. --Walgreen Co. New Common Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,50 -$5,000 =$5,00 -S15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001  $100,000 =$100,00I -$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 J00.000 =$100,001 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,00 -$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 o:o(ash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes t/wse spouse anti dependent children; 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 ofreporting period 
 
(I) (!) (2) (2) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value 
Gain Identity 
Code 
exempt from prior disclosure div., rent, Code Method buy, sell, mm/dd/yy Code 
Code buyer/seller 
(A-H) (if private 
(A-H) int.) (J-P) Code redemption) (J-P) 
transaction) 
(Q-W) 
52. --Wells Fargo Co. New Common Dividend 
53. --Kripsy Kreme Dougnut None 
54. Merck and Co., Inc. Dividend 
55. Georgia Trust Bankshares None 
56. Merrill Lynch 
57. --American New World Fund None Buy 03/10/10 
58. Sold 05/05/10 
59. --Blackrock Equity Dividend Dividend Buy 10/15/10 
60. --Blackrock Global Allocation Fund Dividend Buy 03/10/10 
61. --CGM Advisor Targeted Dividend Buy 03/10/10 
62. Sold (part) 05/05/10 
63. --Cohen Steers Global Dividend Buy 03/10/10 
64. --Eaton Vance Gib! Macro Dividend Buy 05/05/10 
65. --EV Gib Mer Abs Rtn None Buy 05/05/10 
66. Sold (part) 10/22/10 
67. --Fairhome Fund Dividend Buy 03/10/10 
68. Sold (part) 05/05/10 Income Gain Codes: =$1,000 less =$1,00t -$2,500 =$2,501 -$5,000 =$5,00I -$15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,001 -$100,000 =$100,00I -$1,000,000 =$1.000,00 -$5,000.000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,00 I00,000 =$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,00I -$1,000,000 =$1,000,00 -$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 Markel 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes ttwse spouse ant1 t1ependent d1ift1ren; see PP 34-60 offilinc 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 
 
(I) (2) (I) (2) (I) (2) (3) (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) 
 
69. --Federated Prudent Bear None Buy 05/05/10 
70. Sold (part) 07/26/10 
71. --First Eagle Dividend Buy 03/10/10 
72. Sold (part) 05/05/10 
73. Sold (part) 07/01/10 
74. --First Eagle Gold Fund Dividend Buy 03/10/10 
75. Sold (part) 12/02/10 
76. --Franklin Rising Dividends Fund Dividend Buy 03/10/10 
77. Sold (part) 05105110 
78. --Franklin Income Adv Dividend Buy 09/03/10 
79. --Goldman Sachs Satellite Dividend Buy 03/10/10 
80. Sold (part) 05106110 
81. Merged (with line 82) 05/24/10 
82. --Goldman Sachs Absolute None Buy 05124110 
83. Buy (add!) 06/11/10 
84. --Hussman Strategic Total Dividend Buy 07/26/10 
85. Sold (part) 10115/10 lncomc Gain Codes: =$1,000 Jess J,00 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(Sec Columns and 04) =$50,00I -$100,000 =$100,001 -$1,000,000 =$!,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,00I !00,000 =$100,001 -$250,000 
(Sec Columns and 03) =$250,001 -$500,000 =$500,00 -$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 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes tlwse spouse and dependent c/1ildren; 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 
 
(!) (2) (I) (2) (I) 
(3) 
(5) 
Place (X) after each asset Amount Type (e.g., Value Value Type (e.g., Date Value 
Gain Identity 
Code 
exempt from prior disclosure div., rent, Code Method buy, sell, mm/dd/yy Code 
Code buyer/seller 
(A-H) int.) 
(A-H) (if private 
Code redemption) (J-P) 
transaction) 
(Q-W) 
86. --Ivy Glbl Natrl Res None Buy 03/10/10 
87. Sold 05/20/10 
88. --)shares Barclays 2o+ Dividend Buy 11/18/10 
89. --Lazard Emerging Mkts Dividend Buy 06/11/10 
90. --Loomis Sayles Strategic Dividend Buy 03/10/10 
91. Sold (part) 05105110 
92. Sold (part) 07/01/10 
93. --Nuveen Tradewinds Global Dividend Buy 03/10/10 
94. Sold (part) 05/05/10 
95. --Pimco Developing Local Dividend Buy 03/10/10 
96. Sold (part) 07/01/10 
97. --Pimco Total Return Fund Dividend Buy 07/01/10 
98. --Pimco Unconstrained Dividend Buy 05/05/10 
99. Sold 10/29/10 00. --RS Emerging Markets None Buy 03/10/10 
IOI. Sold (part) 07/01/10 
102. --Templeton Gib! Bond Dividend Buy 03/10/10 Income Gain Codes: J,000 orless B=$1,001 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,001 $50,000 
(Sec Columns and D4) =$50,001 I00,000 =$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 =$1 00,001 -$250,000 
(Sec Columns and 03) =$250,00 -$500,000 =$500,00 -$1,000,000 =$1,000,00 -$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 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes t1tose of.