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Judicial Watch • Robert H. Whaley – 2005

Robert H. Whaley – 2005

Robert H. Whaley – 2005

Page 1: Robert H. Whaley – 2005

Category:Federal Judges

Number of Pages:17

Date Created:January 31, 2007

Date Uploaded to the Library:January 02, 2015

Tags:Whaley, Robert H Whaley, Fidelity, mutual, robert, stock, Market, 2005, transactions, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev. 112006 
FOR CALENDAR YEAR 2005 U.S.C. app. IOI-I Person Reporting (last name, first, middle initial) Whaley, Robert Court Organization United States District Court Date Report 07/06/2006 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) District Court Judge Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Final Reporting Period 0110112005 12/31/2005 
Sb. Amended Report Chambers Office Address United States District Court P.O. Box 283 Spokane, 99210-0283 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. POSITI NS. (Reporting individuu/ only; see pp. 9-13 instructions.) 
IKJ NONE (No reportable positions.) 
NAME ORGANIZATION/ENTITY ,......, 
 
cJ 
r- 
,., 
(__c:-._: 
II. AGREEMENTS. (Reporting individuul only; see pp. 14-16 instructions.) IKJ NONE (No reportable agreements.) !>/ C:? .;;;::: 
PARTIES AND TERMS 
 
 
 
 
07/06/2006 
Whaley, Robert 
III. N-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 7-24 instructions.) Filers Non-Investment Income 
 NONE (No reportable non-investment income.) 
 
(yours, not spouses) Spouse1s Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
 
 
 
 
 
07/06/2006 
Whaley, Robert GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
IKJ 	NONE (No reportable gifts.) SOURCE DESCRIPTION 
 
 
 
 
0710612006 
Whaley, Robert 
VII. INVESTMENTS and TRUSTS -income, value, transactions (ini:!udes 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 
(I) (2) (l) (2) (!) not exempt from disclosure 
Amount Code (A-H) Type (e.g. div., rent, int.) Value Code (J-P) Value Method Code3 (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 (ifprivate transaction) Income Gain Codes: =$1.000 less I.00  $2.500 c=$2.501  $5,000 0=$5,001-$15,000 =$15.001  $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 J=$15,000 less =$15,001  $50,000 L=$50,001  $100,000 =$100,001  $250.000 
(See Columns and 03) N=$250,001  $500,000 0=$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 
U=Book Value W=Estimated 
 
 
 
07/06/2006 
Whaley, Robert 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions (includes those of1he spouse and dependent children. see PP 34-s7 filing instructions) Income Gain Codes: 1.000 less 8=$1,001-$2.500 =$2,50  $5,000 D=SS.DO  $15,000 =$15,001  $50,000 (See Columns and 04) F=$50,001 -$100,000 =$100.001  $1,000,000 =$1,000,001  SS,000,000 =More than $5,000,000 
Value Codes 	J=SIS,000 less K=$15,001  $50,000 =$50,001  $100,000 =$100,001  $250,000 (See Columos and 03) N=$250,00  $500,000 O=SS00,001-$1,000,000 =Sl,000,001. $5,000,000 =$5,000,00  $25,000,000 =$25.000,001 -$50,000,000 =More than $50,000,000 
Value Method Codes =Cost (Real Estate Only) T=Cash Market =Appraisal =Assessment 
V=Other 
U=Book Value W=Estimated 
 
 
 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. see PP 14-s7 filing ins1ruc1ionsJ NONE (No reportable income, assets, transactions.) Income Gain Codes: =$1 ,000 less =$I ,00  $2,500 =$2,50  $5,-000 D=S5,00I -$15,000 E=$15,00J -$50,000 {Sec Columns and D4) =$50,001  $100,000 =$100,001  SI,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,00l -$50,000 L=$50,00  00,000 =SI 00,00  S250,000 {See Columns and DJ) =$250,001  $500,000 =S500,00I  SI,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 {See Column C2) V=Otber Value Method Codes =Cost {Real Estate Only) T=Cash Market =Appraisal S=Assessment =Book Value Estimated 
 
 
07/06/2006 
Whaley, Robert 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions (includes those the spouse and dependent children. see PP 14-57 filing insrructionsJ 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 
(1) (2) (1) (2) (!) Jfnot 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-HJ (5) Identity buyer/seller (if private transaction) 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} =$50.001 -$100.000 =$100,001 -$1.000,000 =$1,000,001 -$5,000,000 =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 03) =$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 Colwno C2) =Appraisal V=Other =Assessment 
U=BookValue =Estimated 
 
 
 
0710612006 
Whaley, Robert 
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 
(l) (2) (l) (2) (l) not 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) (3) (4) (5) Date Value Gain Identity Month-Code Code buyer/seller Day (J-P) (A-H) (if private transaction) 
 
69. 
-Fidelity Canada Mutual Fund Dividend 
 
70. 
-Fidelity Select Electronics Mutual None Redemption 8-01 
Fund 
 
 
71. 
-Fidelity Select Computers Mutual 
 
 
See VIII Fund 
None 
72. -Fidelity Export Multinational Dividend 
Mutual Fund 
 
73. 
74. ST. JUD. RETIREMENT (FIDELITY Dividend INDEPENDENCE FUND) Mutual Fund 
76. 
SMITH BARNEY: 
 
77. 
-SB Money Funds Govt Port Dividend transferred 11-14 
 
 
See VIII 
78. -Amgen Inc. Common Stock None transferred 11-14 See VIII 
79. -Benj Franklin Svgs Loan Assn None transferred 11-14 
See VIII Common Stock 
80. -Cisco Systems Inc. Common Stock None transferred 11-14 See VIII 
81. -Walt Disney Holding Co. Common Dividend transferred 11-14 
See VIII Stock 
82. -Time Warner Inc. Common Stock Dividend transferred 11-14 See VIII 
83. -Zimmer Holdings Inc. Common Stock See VIII None transferred 11-14 
84. -Eaton Vance Tax Advantaged 
See VIII Dividend Income Fund Mutual Fund Dividend transferred 11-14 
85. -American Balanced Fund Class Dividend transferred 11-14 
See VIII Mutual Fund Income Gain Codes: =$1,000 Jess =$1.001 -$2.500 =$2,501  $5.000 D=$5,001 -$15,000 E=Sl5,001-$50,000 
(See Columns and D4) F=$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 K=$15,001 -$50,000 L=$50,001  $100,000 =$100,001 -$250,000 
(Sec Columns and b3) N=$250,001  $500,000 0=$500,001 -$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 T=Cash Market 
(See Column C2) Q=Appraisal V=Otber =Assessment Book Value =Estimated 
 
Date Report 
Whaley, Robert 
07/06/2006 
VII. INVESTMENTS and TRUSTS -income, value, rransacrions (includes those the spouse and dependent children. see pp. 14.s1 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 
(1) (2) (I) (2) (I) not 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) 
 
86. -Calamos Growth Mutual Fund None transferred 11-14 
87. -Growth Fund America Class Mutual Fund None transferred 11-14 
88. 
89. FIDELITY INVESTMENTS: 
90. -Amgen Inc. Common Stock None transferred 11-14 
91. -Benjamin Franklin Fed SL Assn Common Stock None transferred 11-14 
92. -Cisco Sys Inc Common Stock None transferred 11-14 
93. -Cisco Sys Inc Common Stock None Sold 12-06 
94. -Walt Disney Common Stock Dividend transferred 11-14 
95. -Walt Disney Common Stock Dividend Sold 12-06 
96. -Eaton Vance Tax Advantage Div Income Dividend transferred 11-14 
97. -Time Warner Inc Common Stock Dividend transferred 11-14 
98. -Time Warner Inc Common Stock Dividend Sold 12-06 
99. -Zimmer Holdings Inc. Common Stock None transferred 11-14 
I00. -Fidelity International Discovery Dividend -Fidelity Canada Dividend 
I02. -Fidelity Diversified International Dividend See VIII See VIII See VIII See VIII See VIII See VIII See VIII 
J See VIII See Vlll 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) =$50.001 -$100.000 =$100,001 -$1.000,000 =$1,000.001 -$5.000.000 =More than $5,000,000 
2-Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 
{Sec Columns and 03) =$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) =Appraisal V=Other =Assessment =Book Value W=Estimated 
 
 
VII. INVESTMENTS and TRUSTS --income, vatue, transactions (includes those the spouse and dependent childreTL see PP 34-57 filing instructions) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) 
Place (X) after eacb asset exempt from prior disclosure Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) (2) (I) (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: =SJ .000 Jess =$1,00 -$2.500 c=$2,501 -$5,000 =$5,00 15,000 =$15,001 -$50,000 (See Columns aod 04) F=$50,001 -$100,000 =SJOO,OOJ -SJ,000,000 =$!,000,001 -$5,000,000 =More than $5,000,000 Value Codes 0:$15,000 less K=$15,001 -$50,000 =$50.001 -$100,000 =$100,001 -$250,000 (See Columns aod 03) N=$250.001 -$500,000 0=$500,00I-$1.000,000 =SJ ,000,001 -S5,000,000 =S5.000,00 -$25,000,000 =$25,000,001 -$50,000,000 =More thao $50,000,000 (See Columa C2) V=Other Value Method Codes =Cost (Real Estate Only) T:::Casb Market =Appraisal =Assessment 
U=Book Value W=Estimated 
 
 
VII. INVESTMENTS and TRUSTS income, vatue, transactions (includes those the spouse and dependent children. see PP 34-57 filing instructions) NONE (No reportable income, assets, transactions.) Income Gain Codes: =$1.000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 E=$15,001 -$50,000 
(See Columns and 04) F=$50,00 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less =$15,001 -$50,000 L=$50,001 -$100,000 =$100,00 -$250,000 
(Sec 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 R=Cost (Real Estate Only) =More than $50,000,000 T=Cash Market 
(See Column C2) =Appraisal V=Other =Assessment 
U=Book Value W=Estimated 
 
07/06/2006 
Whaley, Robert 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. see PP 14.s1of1mnc instructions; NONE (No reportable income, assets, transactions.) Description Assets (including irust assets) 
Place (X) after each asset exempt from prior disclosure 
137. -Vanguard Growth Index Mutual Fund 
Income during 
reporting period 
 
(1) 
Amount Type (e.g. 
Code 
div. rent, 
(A-H) int.) Dividend Gross value end reporting period Transactions during reporting period 
(1) Value Code (J-P) (2) Value Method Code3 (Q-W) (1) Type (e.g. buy, sell, merger, redemption) Ifnot exempt from disclosure 
(2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
138. 
 
139. 
SMITH BARNEY: 
 
140. 
-Aim Equity -Constellation Mutual 
 
 
None 
Fund 
141. 
-Fidelity Advisor Growth None Sold 7-25 Opportunities Mutual 
 
142. 
-Calamos Growth Fund None Buy 11-25 
 
143. 
 
144. 
VAN KAMPEN: 
 
145. 
-Enterprise Fund Mutual Fund 
 
None 
 
146. 
 
147. 
Ltd. Partner, Deming Ass., Roswell, 
 
 
None (HUD Project) 
148. 
 
149. 
Lot House, Laclede, None 
 
150. 
 
151. 
MassMutual: Life Dividend 
I52. 
153. MassMutual: Whole Life None -Income Gain Codes: =$1.000 less =$1,00 -$2,500 =$2,50 -$5,000 =$5,001 -$15,000 =$15,00 -$50,000 
(See Columns and 04) =$50,001 -$100,000 =$!00,001 -$1.000,000 =$1,000,00 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00! -$50,000 L=$50,00l -$!00,000 =SI00,001 -$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,00 1,000,000 =S!,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) =Appraisal V=Otber =Assessment =Book Value =Estimated 
 
07/06/2006 
Whaley, Robert 
VII. INVESTMENTS and TRUSTS -income, value, transactions (includes those the spouse and dependent children. see PP 14-57 ft/inc instructions) NONE (No reportable income, assets, transactions.) 
Description of 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 
(1) (2) (I) (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) 
 
154. TRUST #l(Fidelity)(X) 
155. -Fidelity Municipal Money Market Fund (X) Interest Buy 2-08 
156. -Fidelity Municipal Money Market Fund (X) Interest Part Sold 2-24 
157. -Fidelity Municipal Money Market Fund (X) Interest Buy 4-19 
158. -Fidelity Municipal Money Market Fund (X) Interest Part Sold 6-03 
159. -Fidelity Municipal Money Market Fund (X) Interest Part Sold 7-27 
160. -Fidelity Balanced Mutual Fund (X) Dividend Buy 2-24 
161. -Fidelity Balanced Mutual Fund (X) Dividend Buy 6-03 
162. -Fidelity Balanced Mutual Fund (X) Dividend Buy 7-27 
163. -Fidelity Contrafund Mutual Fund (X) Dividend Buy 2-24 
164. -Fidelity Contrafund Mutual Fund (X) Dividend Buy 6-03 
165. -Fidelity Contrafund Mutual Fund (X) Dividend Buy 7-27 
166. -Fidelity Dividend Growth Mutual Fund (X) Dividend Buy 2-24 
167. -Fidelity Dividend Growth Mutual Fund (X) Dividend Buy 6-03 
168. -Fidelity Dividend Growth Mutual Fund (X) Dividend Buy 7-27 
169. -Fidelity Export MultintI Mutual Fund (X) Dividend Buy 2-24 
170. -Fidelity Export MultintI Mutual Fund (X) Dividend Buy 6-03 Income Gain Codes: =$1,000 less =$1,001 -$2,500 c=$2,501  $5,000 =$5,001 -$15,000 E=Sl5,001  $50,000 
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =Sl,000,001  $5,000,000 =More than $5,000,000 Value Codes =$15,000 less 15,001 -$50,000 L=$50,001  $100,000 =$100,001  $250,000 
(See Columns and D3) =$250,001 -$500,000 0=$500,001 -$1,000,000 =Sl,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 T=Cash Market 
(See Column C2) =Appraisal V=Other =Assessment =Book Value W=Estimated 
 
 
07/06/2006 
Whaley, Robert 
VII. INVESTMENTS and TRUSTS income, vatue, transactions (includes those the spouse and dependent children. see PP 34-s7 filing instructions) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 
 
Place (X) after each asset exempt from prior disclosure -Fidelity Export Mui tint! Mutual Fund (X) Dividend Buy 
172. -Fidelity Canada Mutual Fund (X) Dividend Buy 
173. -Fidelity Canada Mutual Fund (X) Dividend Buy 
174. -Fidelity Canada Mutual Fund (X) Dividend Buy 75. -Fidelity IntI Discovery Mutual Fund (X) Dividend Buy 
I76. -Fidelity Int! Discovery Mutual Fund (X) Dividend Buy 
177. -Fidelity Int Discovery Mutual Fund (X) Dividend Buy 
178. -Fidelity Strategic Income Mutual Fund(X) Dividend Buy 
179. -Fidelity Strategic Income Mutual Fund(X) Dividend Buy 
180. -Fidelity Strategic Income Mutual Fund (X) Dividend Buy 81. -Fidelity Small Cap Stock Mutual Fund(X) Dividend Buy 
182. -Fidelity Small Cap Stock Mutual Fund (X) Dividend Buy 
183. -Fidelity Small Cap Stock Mutual Fund (X) Dividend Buy 
184. -Fidelity Total Bond Mutual Fund (X) Dividend Buy 
185. -Fidelity Total Bond Mutual Fund (X) Dividend Buy 86. -Fidelity Total Bond Mutual Fund (X) Dividend Buy 
187. -Oakmark Select Mutual Fund (X) Dividend Buy Income during reporting period Gross value end reporting period Transactions during reporting period 
(I) (2) (I) (2) (I) Jfnot exempt from disclosWc 
Amount Code (A-H) Type (e.g. div., rent, int.) Value Code (J-P) Value Method Code3 (Q-W) Type (e.g. buy, sell, merger, redemption) (2) D.ate Month -Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
7-27 
2-24 
6-03 
7-2T 
2-24 
6-03 
7-27 
2-24 
6-03 
7-27 
2-24 
6-03 
7-27 
2-24 
6-03 
7-27 
2-24 Income Gain Codes: =$I .000 less =$1.001 -$2.500 =$2.50 -$5.000 =$5,001 -$15,000 E=SI5.00l -$50,000 
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000.000 =$1,000.001 -$5,000,000 =More tbao $5,000,000 Value Codes =SJS,000 less 15,00 -$50,000 =$50,001 -$100.000 =SI00,001 -$250,000 
(See Columns and 03) =$250.001 -$500.000 0=$500,00I I,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) =Appraisal :Other =Assessment =Book Value =Estimated 
 
 
07/06/2006 
Whaley, Robert 
VII. INVESTMENTS and TRUSTS income, vatue, transactions (includes those the spouse and dependent children. see PP 34-57 filing instructions; NONE (No reportable income, assets, transactions.) 
Income during Gross value end Transactions during reporting period 
reporting period reporting period not exempt from disclosure 
(2) (2) 
(!) (I) 
Amount Type (e.g. Value Value Type (e.g. (2) 
(3) 
Code 
exempt from prior disclosure div., rent, Code Method 
buy, sell, 
Value 
Gain 
 
Identity 
Date 
(A-H) int.) 
Code3 
merger, 
(J-P) 
buyer/seller 
Code 
Code 
Month- 
redemption) 
(Q-W) 
(if private transaction) 
Day 
(A-H) 
(J-P) 
6-03A Dividend JBuy Dividend 7-27 JBuy 
Description Assets 
(including trust assets) 
 
Place (X) after each asset 
(5) 
188. Oakmark Select Mutual Fund (X) 
189. Oakmark Select Mutual Fund (X) 
190. 
 
191. 
 
192. 
 
193. 
 
194. 
 
195. 
 
196. 
 
197. 
 
198. 
 
199. 
 
200. 
 
201. 
 
202. 
 
203. 
 
204. Income Gain Codes: A=$1,000 less B=$1,00 -$2.500 c=$2,501 -$5,000 0=$5,001-$15.000 E=$15,001 -$50,000 
(See Columns and 04) F=$50,001 -SI00.000 =$100,00 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less K=Sl5,00l -$50,000 L=$50,001 -$100,000 =SI 00,00 -$250,000 
(See Columns and 03) N=$250,001 -$500,000 =$500,001  $1,000,000 =Sl,000,001 -$5,000,000 P2=$5,000,001 -$25,000,000 Value Method Codes P3=$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market 
(See Column C2) =Appraisal V=Other =Assessment Book Value W=Estimated 
 
 
07/06/2006 
Whaley, Robert 
 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (/ndicateparto/Report) 
 
 
 
07/06/2006 
Whaley, Robert 
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. 
Sig 
NOTE: ANY INDIVIDUAL WHO WINGLY 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, 
Washington, D.C. 20544