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Judicial Watch • Robert G Klausner Financial Disclosure Report for 2003

Robert G Klausner Financial Disclosure Report for 2003

Robert G Klausner Financial Disclosure Report for 2003

Page 1: Robert G Klausner Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:11

Date Created:February 2, 2005

Date Uploaded to the Library:November 13, 2013

Tags:KLAUSNER, Robert G Klausner, america, account, robert, stock, 2003, EPA, transactions, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge

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Date Report 
,Page of3 
4!2212004 VII. INVESTMENTS and TRUSTS -income. value, transcations (includes those the spouse and dependent cbildmi. See pp. 34-57 filing instructions.) Description Assets (including trust assets) Place w(X)" aftereacb asset exempt fiom prior disclosute DNONE (No ieporlable income! assets, transactions) American Mutual Fund ATT Common Stock Bank ofAmerica Common Stock -4. Buropathic Growth Fund Exxon Common Stock Lucent Common Stoek PGE Common Stock Philip Morris Cos. Inc. Income duringrcportiugperiod (1) (2) Amount Type (e.g.Codel div. mil. ID' (AH) int.) Dividend Dividend Dividend Dividend Dividend None None Dividend Gross valw: end Teporting period (1) (2) Value Value Code2 Method (J.P) Codc3 (Q-W) Transactions during Teporting period (1) not exempt ftom disclosure Type (e.g. buy, sell, metger.  Partial Sale Sale Date: Month8122 1/21 (3) Valw: Codc2 (J-P) (4) (5) Gain Identity Code buyerfscller (A(ifpriYlle transaction) SBC Common Stock 10. Growth Fund America Fund Dividend Dividend  
11. Vodafone Group Common Stock Dividend  
12. Small Cap World Fund Dividend  
13. Bank America Account Interest  
14. Fed. Courts and Records Credit Union Account Interest  .J.  
15. Charles Schwab Account Dividend  
16. First Clearing Corporation Account 17. Jackson National Life Ins. 18. Acc:esspoint Co. Cornman Stock Dividend Interest None Income/Gain Codes: ,000 less Sl,001-$2,SOO S2,501-$5,000  =S:S,OO!-S!S.000 $15.00J-50,000  
(See Colunms Bl..Dd 04) SSO,OOJ-$100,000 Sl00,001-Sl,000,000 $1,000.001-SS,OOO.OOO More than SS.000.000 Value Cocies: SJS.000 less  =Sl5,00l-SS0,000 SS0,001-$100.000 $100,001-$250,000  
(ee Colwn-.s and DJ) $250,000..S.SOO.OOO SS00,001-$1,000,000 $1,000.00l-SS.000.000 $5,000.00J-$25,000,000 $25.000.001-$50.000,000  =$More than $50,000.000 aiue Metl1oc Codes Appraisal  =Cost (Real Estate Oniy) Assessm::m Casb/Mar'kct   book Vaiue Other  \' Es.'iniatei:i  

Date Report
Name Person Reporting 

-income. value, tnnsaltions (includes those the spouse and dependent cluldren. See pp. 34-57 offiling instructions.) 
19. 20. 21. 22. 23. 24.  Dcscriplion Assets (including trust assets) Place "(X)" after em:b asset cxciq>t from prior discloslft Catcrpilar Inc.-Common Stock Eagle Wireless Common Stock Goodyear Common Stock Health Management Assoc. Common Stock Microsoft Common Stock Tracy An:a Public Facilities Bond --- Income clming n:portiog period (1) (2) Amount Type (e.g. Cadet div. IClll. (A-H) int.) Dividend None Dividend Dividend Dividend Dividend Gross value end reportingperiod (1) (2) Value Valoc Codc2 Method (J-P} Code3 (Q-W) Transactions during reporting period (1) not excnpe from disclosure (2) Type (e.g. Date: buy, sell, Mon111merger, Day n:dcmption) Sale 9/12 Redeemed Sil (3} Value Codc2 (J-P)  -... (4) Gain (A  (S) Identity buyer/seller (if private tnmsaction)  
25. 26.  Scudder Cal. Tax Free Bond American High-Income Muni, Bond FWld Dividend Dividend  
27.  Bond FWld America Dividend  
28.  Edison International Common Stock  None  
29.  TRUST"A" Dividend  10/22  
30.  -Delphi Corp.  
31.  -Sempra F.ncrgy  
32.  -Scudder California Tax Free FWld Class  
33. 34. 35. 36.  -Raytheon Company -Bank Deposit Program Interest All -Mesa Royality Trust UBI -ATT Corp Income/Gain Codes: SI. 000 less Sl,OOlSl,500  -$2,501-$5,000 $5,001-$15.000  =SIS,001-$50.000  
(Sec Cobnms and D4) $50,001-SIOO,OOO   Sl00,001-Sl,000,000  HI.=,,ooo =Mon: than ss.000.000 Value Codes: $15,000 less Sl5,o01-SSO.OOO SS0,001-$100.000 $100,001-$250,000  
(See Columos and 03) $:?50,000-$500,000  ssoo.001-SI,OOO,OOO Sl,000,001-SS.OOO.OOO  =S5.000,00!-S:!5,000,000 $25,000,00l-SsO,OOO.OOO   SMore than sso,ooo,oon  Value Methoo Codc5 Apprais;i;   Cost (Real Es1ate Ooly) Assessment Cash/Markel   Boal. Vaiue   Oliler   Estimaieci FINANCIMf DIS(:LOSURE REPORT 
Date Report 
Name Person Reporting 
2age3 of3 
-income, value, transcatiDDS fmcludes tl10sc the spouse dependent children. See pp. 34-57 filing instructions.) 
VIL INVESTMENTS and TRUSTS Income/Gain Codes: $1,000 less  -Sl,OOl-S2.SOO 52,501-$5,000  
(Sec Colunms aDll D4) $50,00J-$100.000   SlOO,OOl-Sl,000,000 Sl.000.00J SS,000,000 -More than SS,000.000 Value Codes: 5,000 less SIS,001-SSO.OOO $50,001-SIOO.OOO  -SI00.001-$250,000  
(See Colwms and D3) S50,U00-$500,000 $500,001-$1 ,000,000 S5,00D,OOJ-$:!5,000.000 $25,000.001-S:S0.000,000 $More than $50,000,000