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Judicial Watch • Rya W. Zobel – 2010

Rya W. Zobel – 2010

Rya W. Zobel – 2010

Page 1: Rya W. Zobel – 2010

Category:Federal Judges

Number of Pages:16

Date Created:October 17, 2011

Date Uploaded to the Library:January 06, 2015

Tags:Rya W Zobel, Zobel, filing, 2010, INVESTMENTS, TRUSTS, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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POSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Trustee Rya Zobel Irrevocable Trust 
Zobel, Rva 
 
 
 
 
II, AGREEMENTS, (Reporting individual only; see pp.14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
 
 
 
05/10/2011 
Zobel, Rya 
 
Ill. NON-INVESTMENT ME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filers Non-Investment Income [{] NONE (No reportable non-investment income.) 
SOURCE AND TYPE INCOME (yours, not spouses) Spouses Non-Investment Income you were maied 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 
IV. REIMBURSEMENTS transportation, lodging, food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 
 
 
 
05/10/201 
Zobel, Rya GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] 	NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION 
 
VALUE CODE 
 
 
 
 
 
 
 
 
 
05/10/2011 
Zobel, Rya 
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 
(including trust assets) reporting period 
(I) (2) 
Place-:(){)_ after-each-asset Amount TyJ>e (e.g., 
exempt from prior disclosure Code div.; rent Code2 
(A-H) int.) (J-P) Assets ofRya Zobel Fidelity Select Retailing FSRPX Dividend 
Fidelity Select Construction Housing Dividend Sold 03119/IO ISHOX T.Rowe Price Blue Chip Growth, Inc Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2.501 -$5,000 0=$5,001-$15,000 =$15,001 -$50,000 
(SeeColumns 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 =$100.00I -$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 
(Sec Column C2) =Book Value V=Other =Estimatcd 
 
 
 
 
05/10/201 
Zobel, Rya 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 14-60 offiting instructions.) NONE (No reportable income, assets, transactions.) 
 
 
 
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 ofAssets Income during 
(i11cluding trust assets) reportingj.foriod 
(2) 
Place (X) aftereach asset Type(e.gc; 
exempt from priotdisclosllre div.- rept; Code2 Method int.) (J-P) 
 
35. 
Putnam Income Y;PNCYX Dividend Buy 11/15/10 
 
36. 
Goldman Sachs Global Income Institutional, Dividend Buy 11115/10 GSGLX Inome Gain Codes: A41.000 less 41,001 -$2.500 $2,501 -$5,000 D$S,001 -$15,000 E=$l5,00l -$50.000 (See Columns and D4) f.$5().001 -$100,()00 =$!0(),001 -$1,000,000 =$1,()()(),00J -$5,()()(),000 =More.than $5,00(),000 Value Codes =$15.000 less =$15,001 -$50.000 =$50.00l 00,000 =$1 00,001 .-$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 
 =$25.000.00 -$50.000.000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Cash Market =Assessment 
(Sec Column C2) =Book Value =Other W=Estimated 
 
 
Name Person Reporting 
Date Report 
 
05/10/2011 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofreport.) 
Line Part VII reports the purchase 2010 this security which had been bought and sold its entirety 2009. 
 
 
 
 
 
Date Report 
Zobel, Rya 
05/10/2011 
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.  53, and Judicial Conference regulations. 
Signature: Rya Zobel 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
 
 
 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544 Government Act 1978  FOR CALENDAR YEAR 2010 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Zobel, Rya Court Organization DCMA, Date Report 05/10/2011 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. DJ., active, Sa. Report Type (check appropriate type) Nomination, Date Initial [Z] Annual Sb. [Z] Amended Report Final Reporting Period 01/01/2010 12/31/2010 Chambers Office Address Courthouse Way 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 
 
IMPORT ANT 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. POSIT! ONS, (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY Trustee Rya Zobel Irrevocable Trust 
II. AGREEMENTS, (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
 
 
 
Zobel, Rva 
 
 
 
 
 
Date Report 
Zobel, Rya 
05/10/2011 
Ill. N-INVESTMENT INC ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income [{] NONE (No reportable non-investment income.) 
SOURCE AND TYPE INCOME (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.) 
[{] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
 
 
IV REIMBURSEMENTS -transportation, lodging,food, entertainmenl 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 
 
 
 
 
 
 
05/10/2011 
Zobel, Rya GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 
 
SOURCE DESCRIPTION 	VALUE 
 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
 
 
 
05/10/2011 
Zobel, Rya 
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 
(including trust assets) 
Place (X) after each asset 
exemptfrom prior disclosure 
 
Assets ofRya Zobel 
Fidelity Select Retailing FSRPX Dividend 
Fidelity Select Construction Housing Dividend Sold 03/19/10 ISHOX 
T.Rowe Price Blue Chip Growth, Inc Dividend Income Gain Codes: $1,000 less =$1,001 -$2,500 42,501 -$5,000 45,001 -$15,000 E415,00l -$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 000 less =$15,001 -$50.000 L=$50,001-$ I00,000 =$1 00.001  $250,000 
(See Columns and 03) N=$250.001  $500.000 0=$500,00I -$1,000.000 =$1,000,001  $5,00(),000 .P2 =$5,000,0QI $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 
(Sec Column C2) =Book Value V=Othcr =Estimated 
 
 
 
0511012011 
Zobel, Rya 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) 
(5) 
Identity buyer/seUer (ifpnvate transaction) 
18. Vanguard Index FDS Vanguard REIT ETF, Dividend Buy 03/18/10 
VNQ 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 G=$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 
(Sec 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 
(Sec Column C2) =Book Value =Other W.=Estimated 
 
 
 
 
 
Date Report 
Zobel, Rya 
05/10/2011 
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.) 
Gross value end Trnllsactfons during reporting period reporting period 
(I) (2) (I) (3) 
Value Type(e.g., Date Value Gain 
Method buy, sell, iilm/dd/yy Code2 Code.I 
Code3 redemption) (J-P) (AcH) 
 
Putnam Income CLY, PNCYX Dividend Buy 11/15/10 
36. 
Goldman Sachs Global Income Institutional, Dividend Buy 11115110 GSGLX 
 
37. 
Goldman Sachs Local Emrg Mrkts Debt Dividend Buy 
11/15/10 
I,GIMDX 
 
38. Payden Short ond, PYSBX 
Dividend 
Buy 
11115110 
 
39. Iiicorile GaiRCodeS_: A$1,000 less B.=$1,001 -$2,500 =$2,501 -$5,000 0=$5,001 -$15.000 =$15,00I -$50,000 (See Columns Bland 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 less K=$15,00l -$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 =$25,000.001 -$50.000,000 =More than $50.000.000 Value Method Codes 	Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (Sec Column C2) =Other Book Value =Estimated 
 
 
 
 
Name Person Reporting 
Date Report 
05/10/2011 
Zobel, Rya 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate partofreport.) 
Line Part VII reports the purchase 2010 this security which had been bought and sold its entirety 2009. 2009 report listed Spartan Equity Index. This asset has fallen below the reporting threshold and will longer reported. 
 
 
 
 
 
 
Date Report 
Zobel, Rya 
05/10/2011 
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. 
 
Signature: Rya Zobel 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544