FINANCIAL DISCLOSURE REPORT l/2008 8 Rev. … › wp-content › uploads › 2014 › 12 ›...
Transcript of FINANCIAL DISCLOSURE REPORT l/2008 8 Rev. … › wp-content › uploads › 2014 › 12 ›...
0
(.0 = :a -
a:;;; 0 U>)>
-<
1'10
9.
AO IO Rev. l/2008
FINANCIAL DISCLOSURE REPORT FOR CALENDAR YEAR 2007
1. Person Reporting (last name, first, middle initial) 2. Court or Organization
Tatel, David S · U.S. Court of Appeals, DC Cir.
4. Title (Article JlJ judges indicate active or senior status; Sa. Report Type (check appropriate type) magistrate judges indicate full- or part-time)
D Nomination, Date
U.S. Circuit Judge (Active) D Initial Annual
Sb. D Amended Report
D Final
Report Required by the Ethics in Government Act of I978 (5 U.S.C. app. §§IOI-III)
3. Date of Report
05/1212008
6. Reporting Period
0110112007 to
12/31/2007
7. Chambers or Office Address 8. On the basis of the information contained in this Report and any modifications pertaining thereto, it is, in my opinion, in compliance
Prettyman U.S. Courthouse with applicable laws and regulations.
333 Constitution Ave., NW Washington, DC 20001
Reviewing Officer
IMPORT ANT NOTES: The instructions accompanying this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page.
Date
J. POSJTJ 0 NS. (Reporting individual only; see pp. 9-13 of filing instructions.)
D NONE (No reportable positions.)
POSITION NAME OF ORGANIZATION/ENTITY
I. Director
2. Director
3.
4.
5.
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 of filing instructions.)
[{] NONE (No reportable agreements.)
Carnegie Foundation for the Advancement of Teaching
Historical Society for the District of Columbia Circuit
CJ ......,<::::)
("') ::;:: rn,_,., >
<=27 rn :;::o - 0- -
<o:J> )>"'Tll rn .,., 0 ("')ITI
w
PARTIES AND TERMS
l.
2.
3.
I.
2.
3.
419
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 2of13 Tatel, David S 05112/2008
Ill. N 0 N-INVESTMENT IN CO ME. (Reporting individual and spouse; see pp. 17-24 offiling instructions.)
A. Filer's Non-Investment Income
[2J NONE (No reportable non-investment income.)
SOURCE AND TYPE INCOME (yours, not spouse's)
3.
4.
B. Spouse's Non-Investment Income - If you were married during any portion of the reporting year, complete this section.
(Dollar amount not required except for honoraria.)
D NONE (No reportable non-investment income.)
SOURCE AND TYPE
I. 2007 Self-Employed (education consultant)
2.
4.
IV. REIMBURSEMENTS --transportation, /odging,food, entertainment.
(Includes those to spouse and dependent children; see pp. 25-27 of filing instructions.)
D NONE (No reportable reimbursements.)
I.
SOURCE
Carnegie Foundation for the Advancement of Teaching, Stanford, CA
DATES
Februaryvarious
LOCATION
New Yark, NY & Wash., DC
PURPOSE
Meetings
ITEMS PAID OR PROVIDED
Train, meals, local transportation
2. Stanford University School of Law, Stanford, CA
3/20 Stanford, CA Speech Hotel
3. Carnegie Foundation for the Advancement of Teaching, Stanford, CA
3/22-3/23 Stanford, CA Committee Meetings Airfare, hotel, rental car, meals, local transportation
4. New York University New York, NY Moot Court Train, hotel, local transportation School of Law, New Competition York, NY
7.
8.
N1<me of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 3 of 13 Tatel, David S 05112/2008
5. Carnegie Foundation for 4112 Chicago, IL the Advancement of Teaching, Stanford, CA
6. American Constitution 5/30-6/J Chicago, IL Society for Law & Policy, Washington, D.C.
Carnegie Foundation for May/June/July Chicago, IL & Wash, the Advancement of DC Teaching, Stanford, CA
The Bar Association of 7117-18 San Francisco, CA San Francisco, San Francisco, CA
9. Carnegie Foundation for 7119-7/20 Stanford, CA the Advancement of Teaching, Stanford, CA
Search Committee Meeting
Speech
Meetings
Speech
Committee meetings
10. Carnegie Foundation for 12/17-12/18 San Francisco, CA Search interviews the Advancement of Teaching, Stanford, CA
Airfare, hotel, meals, local transportation
Airfare, hotel, meals, local transportation
Airfare, meals, local transportation
Hotel, local transportation
Airfare, hotel, rental car, meals, local transportation
Airfare, rental car, meals, parking
FINANCIAL DISCLOSURE REPORT
Page 4of13
Name of Person Reporting
Tatel, David S
Date of Report
05/12/2008
I.
V. GIFTS. (Includes those to spouse and dependent children; see pp. 28-31 of filing instructions.)
[2J NONE (No reportable gifts.)
SOURCE DESCRIPTION VALUE
2.
3.
4.
5.
VI. LIABILITIES, (Includes those of spouse and depend em children; see pp. 32-33 offiling instructions.)
[2J NONE (No reportable liabilities.)
CREDITOR DESCRIPTION
1.
2.
3.
4.
5.
VALUE CODE
0,;::;7:::7;� Gr;��o�i:: ;:;���
/ ode
l LA-HJ
������������ I (A-H) or int.) (J-P) Code 3
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 5of13 Tatel, David S 05112/2008
VII. INVESTMENTS and TRUSTS - income, value, transactions (includes those of spouse and dependent children,- see pp. 34-60 offiling insrructions.J
D NONE (No reportable income, assets, or transactions.)
B. c.A. D. Description of Assets of Transactions during reporting period (includmg trust assets) I
(I) (2) I (3J- I (4) ! (5)I Place "(X)" after each asset IAmount
I Type (e.g., Value Value Type (e.g., Date ' Value I Gain I Identity of
1• Code 1exempt from prior disclosure I div., rent, -jl Code 2 Method buy, sell, Month - ! Code 2 buyer/seller(J-P)redemption) Day I (if private
(Q-W) I transaction)I
l. Chevy Chase Bank- checking acct. A Interest J T
2. Chevy Chase Bank- CD A Interest Matured 12/31 J A
3. ING Bank-savings acctt A Interest M T
4. ING Bank- CD A Interest J T
5. SE! Daily Income Prime Obligation Cl. B c Dividend Sold 8/3l L A
6. Maryland St Dept Transn Cons Transn Rev B Interest K T dtd 9/15/94 5%
7. Starbucks Corp. None K T
8. Standard & Poors Midcap 400 B Dividend L T
9. Federal Realty Investment Trust B Dividend K T Partial Sale 1/3l J D
JO. A val on bay Communities B Dividend K T Partial Sale 316 K E
l I. St. Joe Company A Dividend Partial Sale 316 J D
12. See Item I I Sold 1014 J B
13. Archstone-Smith Trust A Dividend Partial Sale 316 K E
14. See Item 13 Sold 6111 L E
15. Harford Cnty MD 4.25% 1115/09 A Interest K T
16. American Century Global Gold Fund A Dividend K T
17. See Item 16 Add!. Purch. 6113 J
l. Income Garn Codes: A =S 1,000 or less B =St ,00 I - $2,500 C =S2,50 I - $5,000 D=S5,00l -S15,000 E =SI 5,001 - S50,000
(See Columns BI and 04) F =S50,00 I - SI 00,000 G =S 100,00 I - S 1,000,000 HI =Sl,000,001 - $5,000,000 H2 =More than $5,000,000
2. Value Codes J =S 15,000 or less K =S!5,00I - $50,000 L =$50,001 - SI00,000 M =SI 00,00! - S250,000
(See Columns Cl and 03) N =S250,00! - $500,000 0 =5500,001 - SI ,000,000 PI =$1,000,00 I - S5,000,000 P2 =S5,000,00I - $25,000,000
Pl =S25,000,00I - S50,000,000 P4 =More than SS0,000,000
3. Value Method Codes Q =Appraisal R =Cost (Real Estate Only) S =Assessment T ::=:Cash Market
(See Column C2) U =Book Value V=Other W =Estimated
' I
I
I I _J___ I
I
I I
I
FINANCIAL DISCLOSURE REPORT
Page 6of13
Name of Person Reporting
Tatel, David S
Date of Report
05/12/2008
VII. INVESTMENTS and TRUSTS - income, va111e, transactions r1nc1udes those of spouse and dependent children; see PP· 34-60 of filing instructions.;
D NONE (No reportable income, assets, or transactions.)
A. B. C. D. Description of Assets I Income during Gross value at end of Transactions during reporting period I (including trust assets) t reporting period reporting period
(I) I (2) (1)
rv
(2) (I) (2) (3) (4) (5) Place "(X)" after each asset Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of
exempt from prior disclosure I Code l div., rent, Code 2 Method buy, sell, Month - Code 2 Code I buyer/seller (A-H) or int.) (J-P) Code 3 redemption) Day (J-P) (A-H) (if private
(Q-W) transaction)
18. See Item 16 Add!. Purch. 12/31 J
19. !SHARES Russell 2000 A Dividend K T
20. !SHARES S&P Europe 350 B Dividend L T
21. !SHARES MSC! Spain None Sold 10/19 L E
22. T. Rowe Price New Asia Fund D Dividend L T
23. See Item 22 Addi. Purch. 12/19 J
24. Morgan Stanley MTN Var-Cpn due 2/01/11 B Interest K T
25. Nexen lnc. A Dividend L T
26. Suncor Energy Inc. A Dividend L T
27. Eincana Corp. A Dividend K T
28. iShares MSCI Germany None Sold 113 K c
29. FHLB 5.125% due 6/18/08 c Interest L T
30. U.S. Treasury Bill due 4/26/07 B Interest Matured 4/26 L A
31. SE! Daily Income TR Treas Port CL B B Dividend L T Purchased 8/31 L
32. Canadian Oil Sands Trust A Dividend K T Purchased 10110 J
33. U.S. Treasury Bill 1/10/08 None L T Purchased 7117 L
34. Simplified Employee Pension Plan c Int.ID iv. L T (SEP-IRA)
I. Income Gain Codes: A =S 1,000 or less 8=$1,001-$2,500 C $2,501 -$5,000 D =$5,001 -$15,000 E =$15,001 · $50,000
(See Columns BI and 04) F =$50,001 . $I 00,000 G =$100,00 I · $1,000,000 HI =$1,000,00t · $5,000,000 H2 =More than $5,000,000
2. Value Codes J ::o:SJ 5,000 or less K=$15,00I -$50,000 L=S50,00 I - SI 00,000 M =$I 00,001 -$250,000
(See Columns Cl and 03) N s2so,oo 1 . ssoo,ooo 0 $500,00 I -$1,000,000 Pl "$1,000,001 · SS,000,000 P2 "$5,000,001 - $25,000,000
Pl =$25,000,001 -$50,000,000 P4 ""More than $50,000,000
3. Value Method Codes Q =Appraisal R=Cost (Rea! Estate Only) S =Assessment T=Cash Market
(See Column C2) U ""Book Value V=Other W =Estimated
I
I
I
I_ I I I
c
I i (1)
I
l I
I (5) I
I I I I
(I) (2) (2)
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 7of13 Tatel, David S 05/12/2008
VII. INVESTMENTS and TRUSTS - income, value, transactions (Includes 11tose of spouse and dependent children; see pp. 14-60 of filing instructions.)
D NONE (No reportable income, assets, or transactions.)
A. B. D.
Description of Assets Income during
(including trust assets) reporting period
Gross value at end of
reporting period
Transactions during reporting period
i(2) (3) I (4) Place "(X)" after each asset IAmount Type (e.g., Value Value Type (e.g., Date Value Gain Identity of
I Ii I
Code 2(1)Code 1exempt from prior disclosure div., rent, Method buy, sell, I Code 1Month Code 2 buyer/sellerI -(A-HJ or int.) Code 3 redemption) Day(J-PJ (J-P) (A-HJ (if private
(Q-W) transaction)
35. --Adams Express Co.
36. --SEI Daily Income Prime Obi Cl B Sold 8/31 J A
37. --St. Joe Company Sold 10/24 J A
38. --ISHARES MSCI Spain
39. --Canadian Oil Sands Trust
40. --Petroleum & RES Corp.
41. --Templeton Dragon Fd Inc.
42. --Dodge & Cox International Stock Fund
43. --Westembank PR CD 5.1% due 5/3/07
44. --SE! Daily Income TR Treas Port CL B
45. --Mercantile Bk Ml CD 5.05% due 1/4/08
46. --Third Ave Value Fund
47. --Firstbank PR CD 5 .2% due 2/8/08
48. --Midfirst OK City 5.05% due 5/23/08
49. Individual Retirement Account
50. --SE! Daily Income Prime Obi Cl B
51. --Avalonbay Communities Inc.
Sold
Partial Sale
Sold
Matured
Purchased
Purchased
Purchased
Purchased
Purchased
F lnt./Div. Pl T
Sold
Sold
1/10 J D
216 J B
5/15 J c
513 K A
8/31 J
1/4 J
5/11 K
2/1 J
5/23 K
8/31 K A
216 K E
I. Income Gain Codes: A :0::$ J ,OOO or less n st,001 -s2,5oo C £2,501 -S5,000 D S5,00l -S15,000 E s15,00I - S50,000
(See Columns BI and D4) F sso,oo 1 - s 100,000 G st 00,00 t - S1,000,000 Ht s1,ooo,001 -ss,000,000 H2 =More than SS,000,000
2. Value Codes 1="$15,000or less K =SJ5,00I -$50,000 L s50,001 - s100,ooo M st 00,001 -$250,000
(See Columns C l and D3) N S250,00 t -S500,000 o ssoo,oo1 - st ,000,000 Pt s1,ooo,oot -ss,000,000 r2 ss,000,001 -s25,ooo,ooo
PJ s2s,ooo,oot -s5o,ooo,ooo P4 =More than $50,000,000
3. Value Method Codes Q=Appraisal R =Cost (Real Estate Only) S =Assessment T =Cash M a rket
(See Column C 2) U =Book Value V =Other W ""Estimated
--·---
(I)
54.
---- I
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 8of13 Tatel, David S 05/12/2008
VII. IN''ESTMENTS and TRUSTS - income, value, transactions r1nc111des those of spouse and dependem children; see PP· 34-60 of .filing instructions.J
NONE (No reportable income, assets, or transactions.)
A. B. C. D. I
Description of Assets Income during Gross value at end of Transactions during reporting period
(including trust assets) reporting period reporting period
(l) (2) (l) (2) (2)Place "(X)" after each asset Amount I Type (e.g., Value Value Type (e.g., Date
Code l div., rent, Code 2 Method buy, sell, Month -(A-H)
exempt from prior disclosure
or int.) (.T-P) Code 3 redemption) Day
(Q-W)
52. --Royce Value Trust, Inc. Sold 12/18
(3) (4) (5) Value Gain Identity of
Code 2 j Code l buyer/seller
(J-P) (A-H) (if private
I transaction)
L E
53. --Adams Express Co.
--Standard & Poors Midcap 400 Sold 12/18 L E
55. --Cohen & Steers Total Return Realty Fund,
56.
57.
58.
59.
60.
61.
62.
63.
64.
65.
66.
67.
68.
Inc.
--Franklin Capital Growth Fund
--Franklin Equity Income Fund
--!shares MSCI Canada Index Fund, Inc.
--T. Rowe Price Grnwth & Income Fund, Inc.
--T. Rowe Price Equity Income Fund, Inc.
--T. Rowe Price International Stock Fund
--Third Avenue Value Fund, Inc.
--St. Joe Co.
See Item 63
--American Century Global Gold Fund
--See Item 65
--See Item 65
--FHLMC MTN 4.5% due 11115109
Sold
Sold
Sold
Sold
Partial Sale
Sold
2/5
Addi. Purch.
Addi. Purch.
6/13
Called
K D
12/14 K B
12/14 K c
12/14 L A
215 K D
J A
J
J
9125
10/24
12/31
L A
I. Income Gain Codes: A =S 1,000 or less B =$1,001 -S2,500 c =$2,501 - $5,000 D=55,001 -515,000 E=SJ5,00J -550,000
(See Columns BI and D4) 2. Value Codes
F=S50,00J -$100,000
J ""S 15,000 or less
G =$I 00,00 I - SI ,000,000
K =$I 5,00 I -$50,000
HI =$1,000,001 -$5,000,000
L=$50,001 - SI00,000
H2 =More than S5,000,000
M =SJ00,001 -$250,000
(See Columns Cl and D3) N =$250,00 I - $500,000 0=$500,00 I - SI ,000,000 Pl =SJ ,000,001 - S5,000,000 P2 =$5,000,001 - S25,000,000
P3 =S25,000,00J -$50,000,000 P4 =More than $50,000,000
3. Value Method Codes Q""Apprnisaf R =Cos! (Real Es1a1e Only) S =Assessment T ""Cash Market
(See Column C2) U ""Book Value V=Other W ""Estimated
I i I
I I
I I
(I)
L _C - i
I I
K
(5)
FINANCIAL DISCLOSURE REPORT
Page 9of13
Name of Person Reporting
Tatel, David S
Date of Report
05/1212008
VII. INVESTMENTS and TRUSTS - income, value, transactions (1nc1udes those of spouse and dependenr children; see PP· 14-60 of filing insrructions.J
D NONE (No reportable income, assets, or transactions.)
A. B. c.
Description of Assets Income during Gross value at end of
(including trust assets) reporting period reporting period
(I) (2) (I) (2) Place 11(Xt after each asset Amount Type (e.g., Value Value Type (e.g.,
exempt from prior disclosure Code I div., rent, Code 2 Method buy, sell,
or int.) (J-P) Code 3 redemption)
(Q-W)
69. --Morgan Stanley MTN Var-Cpn 2/1/11
70. --Weingarten Realty Investors Fund
71. --CISCO Systems, Inc.
72. --Prologis
73. --Sanofi-Aventis ADR Sold
74. --Syngenta AG ADR
75. --Veolia Environment ADR
76. --Petroleum & RES Corp.
77. --Templeton Dragon Fd Inc.
78. --FNMA 5% due 1/15/07 Matured
79. --U.S. Treasury Note 4.25% due I 1/30/07 Matured
80. --Encana Corp.
81. --iShares MSC! EAFE Index Fund
82. --FHLB 5. 125% due 6/18/08
83. --Washington Mutual Bank CD 4.8% due Matured 3/1/07
84. --First Federal Bank CD 5. I% due 5/16/07 Matured
85. --First Reliance Bank CD 5.45% due 7/6/07 Matured
J. Income Gain Codes: A +=$1,000 or less 8 =$ 1,00 t -$2,500 c =$2,50 t -$5,000
(See Columns BI and 04) F =S50,00t -SI 00,000 G =SI00,001 -Sl,000,000 HI =St,000,001 -$5,000,000
2. Value Codes J :=:$ J 5,000 or less K =$15,001 - $50,000 L =$50,001 -StOo,ooo
(See Columns CJ and D3) N =$250,00 I -$500,000 0 =$500,00 I - S1,000,000 Pl =S l,000,001 "S5,000,000
P3 =$25,000,00 I -$50,000,000 P4 =More than $50,000,000
3. Value Method Codes Q=Appraisal R =Cost (Real Estate Only) S =Assessment
{See Column C2) U =B ook Value V =Other W =Estimated
D.
Transactions during reporting period
(2) Date
Month -
Day
6/19
1/16
11/30
3/1
5116
7/6
(3) (4) Value Gain
Code 2 1 Code I
(J-P) (A-HJ
A
M A
M A
L A
K A
L A
D =55,00 I -S 15,000
H2 =More than $5,000,000
M =S!00,001 -$250,000
P2 =$5,000,001 - $25,000,000
T =Cash Market
ldentity of
buyer/seller
(if private
transaction)
E =St5,00I - $50,000
I
--,-
I
I I J
I
I I I
(4) (5)
FINANCIAL DISCLOSURE REPORT Pagel0ofl3
Name of Person Reporting
Tatel, David S Date of Report
0511212008
VII. INVESTMENTS and TRUSTS - i11come, value, 1ra11sac1ions (111c111des 11iose of spouse and depe11den1 children; see pp. 34-60 of flli11g i11srr11c1ions.J
D NONE (No reportable income, assets, or transactions.)
I I
A.
Description of Assets
(including trust assets)
I Place "(X)" after each asset
exempt from prior disclosure
86. --Spiritbank NA CD 5.15% due 917107
87. --Morgan Stanley Bank CD 5.1 % due 11/8/07
88. --ETFS Agriculture DJ-Aigcism
89. --SE! Daily Income TR Treas Port CL B
90. --American Int'! Group, Inc.
91. --Constellation Brands, Inc.
92. --Eli Lilly & Co.
93. --Diageo PLC ADR
94. --Firstbank PR CD 5.2% due 2/8/08
95. --Midfirst OK City CD 5.05% due 5/23/08
96. --Central Bk MN CD 4.6% due 6/12/08
97. --Discover Bk DE CD 5.25% due 817/08
98. --Capmark B ank CD 5.15% due 9/5/08
99. --Haven Trust Bk CD 5% due 9/19/08
100. --Lehman Com] Bk UT CD 4.8% due 10/17/08
I 01. --Wright Express CD 4. 7% due 11II4/08
102. --First Merit Bk OH CD 5.25% due 7/10/09
J. Income Gain Codes: A =S 1,000 or less
(See Columns BI and D4) F $50,00 I - $I 00,000
2. Value Codes J =S 1 5,000 or less
(See Columns Cl and D3) N S250,00! -S500,000
B. c.
Income during Gross value at end of
reporting period reporting period
I (I) (2) (1) (2) (1)
Amount Type (e.g., Value i Value Type (e.g.,
I Code l div., rent, Code 2
I Method buy, sell,
(A-H) or int.) (J-P) Code 3 redemption)
L (Q-W)
Matured
Matured
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
Purchased
B s I ,ODI - $2,500 C $2,50 I - $5,000
G SI 00,00 I - S 1 ,000,000 H 1 s 1 ,000,001 - S5,ooo,ooo
K Sl5,00I -$50,000 L S50,00I -$100,000
0 S500,00I -SI,000,000 Pi SI ,000,001 - $5,000,000
P3 s2s,ooo,oo 1 - s5o,ooo,ooo P4 More than $50,000,000
3. Value Method Codes Q =Appraisal R =Cost (Rea! Estate Only) S =Assessment
(See Column C2} U =Book Value V Other W =Estimated
II
D.
Transactions during reporting period
(2) (3)Date Value
Month - 1 Code 2
Day (J-P)
917 L
11/8 M
1/2 K
8/31 M
7/24 K
3/9 J
12/21 K
319 K
211 M
5/23 L
12/5 M
2/7 M
915 M
9119 L
10/J 7 L
11/16 M
7/11 L
D S5,00l -Sl5,000
Gain
Code l
(A-H)
A
A
H2 =More than SS,000,000
M s I 00,00 I -$250,000
P2 $5,000,001 - $25,000,000
T =Cash Market
Identity of
buyer/seller
(if private
transaction)
E S 15 ,00 I -$50,000
I (I) I I
I ' _J
-------·-----
(1) i (3)
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 11 of 13 Tatel, David S 05/12/2008
VII. IN\7ESTMENTS and TRUSTS - income, vatue, transactions r1nc1udes those of spouse and dependent children; see pp. 34-60 of fl ting instrucrions.J
D NONE (No reportable income, assets, or transactions.)
A. B. C. D.
Description of Assets Jncome during Gross value at end of Transactions during reporting period
(including trust assets) reporting period reporting period
(2) (2) (5)(4)Gain / ldentity of Place "(X)" after each asset
exempt from prior disclosure
Type (e.g.,
Code 2 Method buy, sell, Month - i Code 2 Code l
Value Value Date ValueI 1
i buyer/seller
I(J-P) Code 3 redemption) Day I (J-P) (Q-W)
I(A-H) (if private
transaction)
103. --GE Money Bk CD 5. I% due 8/28/07 Purchased 311 M
104. -See Item 103 Matured 8/28 M A
105. Life Insurance- Massachusetts Mutual Life Insurance
None M T
106. Rental property, Rappahannock County, VA (8/2/96 $86,600)
c Rent L R
I. Income Gain Codes:
(See Columns Bl and D4)
2. Value Codes
(See Columns Cl and D3)
3. Value Method Codes
(See Column C2)
A =SI ,ODO or less
F =S50,00I - $100,000
J =$15,000 or less
N =$250,DDI -$500,000
Pl =$25,000,001 -S50,0DO,OOO
Q =Appraisal
U =Book Value
B=Sl,001-S2,500
G =SJ00,001 -$1,000,000
K =$15,001 -$50,000
0 =$500,001 -SI ,000,000
R =Cost (Real Estate Only)
V==Other
C =$2,50 I - S5 ,ODO
HI =SJ,000,001 - $5,000,000
L =$50,00J - SI00,000
Pl =Sl ,000,001 -S5.DOO,OOO
P4 =More than SS0,000,000
S =Assessment
D =S5,00I -SJ5,000
H2 =More than S5,000,000
M =SJ00,001 -$250,000
P2 ss.000,001 -s2s,ooo.ooo
T ""Cash Market
E =$15,001 -$50,000
W ""Estimated J
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 12of13 Tatel, David S 05/12/2008
VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. (JndicatepaHofReport.)
Name of Person Reporting Date of Report FINANCIAL DISCLOSURE REPORT
Page 13of13 Tatel, David S 05/12/2008
IX. CERTIFICATION.
I certify that aU information given above (including information pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statutory provisions permitting non-disclosure.
I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. app. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIF AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)
FILING INSTRUCTIONS
Mail signed original and 3 additional copies to:
Committee on Financial Disclosure Administrative Office of the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544