Skip to content

Get Judicial Watch Updates!

DONATE

Judicial Watch • Mark L. Wolf – 2005

Mark L. Wolf – 2005

Mark L. Wolf – 2005

Page 1: Mark L. Wolf – 2005

Category:Federal Judges

Number of Pages:7

Date Created:February 21, 2007

Date Uploaded to the Library:January 04, 2015

Tags:MarkL, Liquid, Mark L Wolf, Partners, money, mutual, trust, Market, 2005, assets, 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

fiV.IV Government Act 1978 
Rev. J/2006 
FOR CALENDAR YEAR 2005 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Wolf, MarkL Court Organization District Massachusetts Date Report 51512006 Title (Article illjudges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District Judge Active Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Final Reporting Period 01/01/2005 12/3112005 
Sb. Amended Report Chambers Office Add ress Courthouse Way Suite 5l10 Boston, 02210 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: Tlie instructions accompanying tliisform must followed Complete all parts, cliecking tile NONE box for eacli part wliereyou have 110 reportable information. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 instructions.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY Chairman, Director Albert Schweitzer Fellowship 
........, Chair John William Ward Fellowship Trustee esidence Trust Ia22 ::s::::i:... ;.ZJ :ci:: f!C) ...0 
::? }:>  ; -,., 
 
JI. REE MENTS. (Reporting individual only; see pp. 14-16 instructions.) 
[RJ NONE (No reportable agreements.) 
 
 
 
 
(yours, not spouses) Spouses Non-Investment Income -If you were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.} 
[KJ NONE (No reportable non-investment income.) 
 
 
-transportation, lodging,food, entertainment 
DESCRIPTION New York Patent Law Association NY, NY, March 18, 2005, Annual Dinner for Federal Judiciary (Transportation, Food, and Lodging) 
 
 
 
51512006 
Wolf, MarkL 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the pouse and dependent children. See pp. 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) (2) (!) (2) (I) Ifnot exempt from disclosure 
Amount Code (A-H) Type(e.g. div., rent, int.) Value Code (J-P) Value Method Code (Q-W) Type (e.g. buy, sell, merger, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Income Gain Codes: A=Sl,000 less =$1,001 -$2,500 =$2,501 -$5,000 0=$5,001-$15,000 E=$15,001-$50,000 
(See Cclumns and D4) F=$50,001-$100,000 0=$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 =$100,001 -$250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market 
(See Column C2) Q=Appraisal V=Other =Assessment =Book Value llf-t: ..: ........... ..a 
 
51512006 
Wolf,MarkL 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. See pp. 34-57 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place  (X) after each asset exempt from prior disclosure 
Income during reporting period Gross value end reporting period Transactions during reporting period 
(!) Amount Code (A-H) (2) Type (e.g. int.) div., rent (!) Value Code (J-P) (2) Value Method Code3 (Q-W) (1) Type (e.g. buy, sell, merger, redemption) not exempt from disclosure 
(2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
18. ATC Equity Growth (Common Trust) Dividend PART SOLD 7/29 
19. Neuberger Berman Genesis Fund (Mutual) Distribution 
20. LILO, LLC (Limited Liability Corp.) Dividend 
21. lues Partners (Limited Partnership) None 
22. AIM Liquid Assets (Money Market) Interest 
23. AIM Liquid Assets (Money Market) Interest 
24. AIM Liquid Assets (Money Market Interest 
25. Citizens Bank (Savings and Checking) Interest 
26. Mass State Cons. MBIASERD 5.59% (Bond) Interest 
27. Boston G.O. 8/1/lB (Bond) Interest 
28. Longleaf Partners (Mutual Fund) Dividend 
29. Dodge Cox Stock Fund (Mutual Fund) Dividend 
30. St. HEFA Partners (Bond) 7/1/07 Interest Buy 
31. Brookline 5.125% (Bond) h1terest 
32. AIM Liquid Asset Fund (money market) Interest 
33. Ferrell Gas Partners (limited partnership) Dividend Income Gain Codes: A=Sl,OOO less =$1,001 -$2,500 =$2,50 -$5,000 0=$5,001-$15,000 =$15,00 -$50,000 
(See Columns and 04) F=$50,00I -$100,000 G=SI00,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$ 15,000 less K=$15,001 -$50,000 L=$50,001 -$100,000 =$100,00 -$250,000 
(See Columns and 03) =$250,00 -$500,000 0=$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market 
(See Column C2) Q=Appraisal V=Other =Assessment =Rnnlr Vs:.hvo --T   
 
51512006 
Wolf,MarkL 
VIIl. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate part Report) 
Section VII. Note 
For Item page the dates and value codes for the 2005 sales the Atlantic Trust Company, Equity Growth Fund (Common Trnst Fund) are follows 
Date Value Code Gain Code 
1131 
2/28 
4/15 
4/30 
6/30 
7129 
9/15 
10/31 
11/30 
Total 
Values previously reported, many the assets owned are managed and held investment advisory fom, Atalntic Tmst Pell Rudman TPR). ATPR has provided the information contained report concerning assets its custody. The information provided TPR is, the best knowledge, accurate. 
Assets reported for 2004 forlli.ave not been reported for 2005 because longer ti preparing this report realized that about ten years ago shares Ferrell Gas LLP, which were erroneously omitted from prior reports. addition, now realize that the value of9nterest LILO, LLC was understated 2004 Report and should have been valued this report. 
 
IX. CERTIFICATION. certify that all infonnation 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 of5 U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signature Date 
7.iJCf{, 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIE 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