david s tatel financial disclosure report for 2010

Upload: judicial-watch-inc

Post on 06-Apr-2018

218 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    1/11

    AO IORev. 1/2011

    FINANCIAL DISCLOSURE REPORTFOR CALENDAR YEAR 201 0

    Report Required by the Ethicsin Government Act ofl978(5 U.S .C. app. ,~ .~ 101-111)

    I. Person Rep or t ing ( las t name, f i r s t , middle in i t ia l)Ta t e l , D a v i d S .

    4. Tit le (Ar t ic le I I I judges indicate act ive or senior s ta tus ;magistrate judges indicate full- or part-time)

    2. Court or Organizat ionU. S . C ou r l o f Appe a l s , D C C i r .

    5a. Repor t Type (che~k appropr ia te type)] N o m i n a t i o n , D a t eU.S. Circui t Judge (Active)

    7 . C h a m b e r s o r O f f i c e A d d r e s sPret tyman U.S. Courthouse333 Const i tut ion Ave., NWWa sh i ng t on , DC 20001

    [] Initial [] Annual [] Final5b. [] Amended Report8.On the basis of the information contained in this Report and anymodifications pertaining thereto, it i~, in my opinion, in compliancew i t h a p p l i c a b l e l a w s a n d r e g u l a t i o n s .

    R e v i e v , i n g O f f i c e r D a t e

    3. Date of R e p o r t05/9/2011

    6. Repor t ing Per iod01/01/2010

    to12/31/2010

    I M P O R T A N T N O T E S : The instructions accompanying thls form must be followetL Complete all parts,checking the NONE box for each pa rt where you have no reportable information. Sign on last pag~

    I . P O S I T I O N S . (Re poning lndividual only; see pp. 9-1 3 of fi llng instructions ,)~ N O N E (No reportablepositions.)POSITION

    1. Direc to r2. Direc to r

    3. Direc to r

    4.

    5.

    NAME OF ORGANIZATION/ENTITYCarnegie Fou nda t ion for t he Advancement o f T each ingHistor ica l Socie ty for the Dist r ic t of Columbia Circui tEqua l Jus t i c e Work s

    1 1 . A G R E E M E N T S . e R , p o n i , , g i .aivla,nt o, ly: see pp. 14-16 of filing instructions.)[~] N O N E (No reportable a greements.)

    D A T E PARTIES AND TERMS

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    2/11

    FINANCIAL D ISCLOSURE REPORTPage 2 o f 11

    N a m e o f P e r s on R e p o r ti n gT at e l , D av i d S .

    D a t e o f R e p o r t05 /9 /2011

    II I. N O N - I N V E S T M E N T I N C O M E . ( R , p o r a n g individual and spouse; see pp. 17-24 of f il ing instructions.)A. Fliers Non-Investm ent Incom e

    ~] (No reportable income.)ONE non-investmentDATE SOURCE AND TYPE

    2.3.4.

    I N C O M E( you r s , no t spou se s )

    B . S p o u s e s N o n - l n v e s t m e n t I n c o m e - i f yo u we re ma rr ie d dur in g a n y po r t io n o f the re po r t in g ye a r , c o mple te th is se c t io n .(Dollar a m o u n t not required except for honoraria . )D N O N E (No reportable non-investment income.)

    DATEI . 20102.3.

    4.

    SOURCE AND TYPESe l f -Em pl oy e d ( e duc a t i on c onsu l t a n t)

    I V . R E I M B U R S E M E N T S - transportation, lodging, food, enter ta inment .( I n c l u d e s t h o s e t o s p o u s e a n d d e p e n d e n t c h i ld r e n ; s e e p p . 2 5 - 2 7 o f f i li n g i n s t r u c t io n s .)

    D (No reportable reimbursements.)O N ESO UR CE D A TE S L O CA TIO N PURPOSE ITEM S PAID OR PROV IDED

    1 . E qu a l Jus tic e W o rk s, 2 /I 8 -2 /19/1 0 B erk e le y , CA B oa rd m ee tin g A ir fa re , lo d gin g, re n ta l ca r, m ea ls , lo ca lWa sh i ng t on , D.C. transpor tation2. Ca rn e g ie Fo u n d a tio n fo r th e 3/1 I-3 /12/1 0 Sta n fo rd , CA Execu t ive Commi t t ee Ai r fa re , r en t a l ca r , mea l s , l oca lA d v a n c e m e n t o f T e a c h in g , m e e t i n g s transpor tationStanford, CA3. Universi ty of Michigan Law 4/7/10 Ann Ar bor , MI Part ic ipa te in Moot Court Airfare , parking, loca l t ransporta t ionSch oo l, A nn A rbo r , M I Co m pe tition4. Th e Na t i ona l Ac a de m i e s , 5 /17/1 0 W a sh in g to n , D.C. C o m m i tt e e m e e t in g s Local t ransporta t ionWashington, D.C.

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    3/11

    FINANCIAL DISCLOSURE REPORTPage 3 of I 1

    N a m e o f P e r s o n R e p o r t i n gT at e l , D av i d S .

    D a t e o f R e p o r t05/9/2011

    5. Carnegie Fou nda t ion for t he 7 /15 -7 /16 /10 Stanford, CA B o ard m e e t in g A irfa reA d v a n c e m e n t o f T e a c h in g ,Stanford, CA6. S p e n c e r F o u n d a tio n , C h ic a g o , 1 0 /2 7 /1 0 C h ic a g o , IL At t e nd Le c t u re Ai r f a r e , m e a l s , l oc a l t r a nspo r t a t ionIL

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    4/11

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    5/11

    FINANCIAL DISCLOSURE REPORTPage 5 o f 11

    N a m e o f P e r s o n R e p o r t i n gTatel , David S.

    D a t e o f R e p o r t05/9/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v . l . e , t r a ~ a . i o n s a n a . d ~ s ,h o s ~ o f s p o . s ~ and d e p n d e n , c h i l ~ . ~ n ; s ~ p e . ~ 4 - ~ 0 of fillng instructions.)D (No repo r table income, asse ts , orO N E transactions.)

    Description of Assets Transactions during reporting period(including trust assets)

    P l a c e " ( X ) " a f t e r e a c h a s s e te x e m p t f r o m p r i o r d i s c lo s u r e

    In co m e during G ross value at endr e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

    (I) (2) (I) (2) ( 1 ) (2) (3) (4) (5 )A m o u nt T y p e ( e . g ., V alue V a lu e T y p e ( e . g ., D a t e Va l u e Gain I d e n t i ~ y o fCode I d i v . , ~ - n t , Code 2 M e t h o d buy , se ll, m m /dd/yy Code 2 C o d e 1 buyer/seller(A-H) o r in t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) (A-H) ( i f p r i v a t e

    ( Q - W ) t r a n s a c t i o n )

    I. Ca p ita l O n e B an k ( fo rm er ly k n o wn a s N o n eC h evy C h as e B ank ) acc t2. I N G B a n k - s a v i n g s a c c ~ A In te re st

    3. IN G B a n k -ch e ck in g ac c t. N o n e

    4. S t a r b u ck s C or p . A D i v i dend

    5. S t anda r d & Poor s M i dcap 40 0 A D i v i dend6. Fe d e r a l Re a l t y I n v e s t m e n t Tr u s t B D i v i dend7. A v a l o n b a y C o m m u n i t ie s B Di v i d e n d

    : 8 . 1 S H A R E S R u s s e l l 2 00 0 A D i v i dend!9 . N e xe n I n c . A D i v i dend

    1 0 . S u ncor E ne r gy I nc . A D i v i dendII . E n c a n a C o r p . A Di v i d e n d1 2 . S E I D a i l y I n c o m e TR G o v t P o r t C l B A D i v i dend1 3 . N e w p o r t N e w s , V A 5 % d u e l l /I / 1 5 B In te re st1 4 . Wi s cons i n S t 4 . 7 5 % du e 5 / 1 / 2 5 B l n t e res t1 5 . S pr i ng , T X I ndp t S ch 5 % du e 8 / 1 5 / 3 3 B In te re st1 6 . C e n o v u s E n e r g y I n c . A D i v i dend1 7 . V a n g u a r d S h o r t T e rm F e d A d m B D i v i dend

    J T

    J T

    J T

    L T

    L T

    K T

    L T

    S o l d 07/15/10 K

    K T Sold 07/15/10 K(par l )K T

    J TK TL TL TK TJ T

    K T Bu y 01/25/10 L

    D

    I . I nc ome Gain Codes : A = $ 1 ,000 o r less B = $ 1 ,001 - $ 2 ,5 00 C = $ 2 ,501 - $ 5 ,000 D =$5.001 - $15.000( S ee Columns B l and IM ) F = $5 0.001 - $ 100 ,000 G =$ 100,001 - $ 1.000,000 ! 1 1 = $ 1 . 0 0 0 . 0 0 1 - $ 5 . 0 0 0 . 0 0 0 1 1 2 = M o r e t h a n $ 5 . 0 0 0 .0 0 0

    2. Value Codes l = $ 15 .000 o r le ss K = $ 15 .001 . $5 0 .0~0 L = $ 50.001 - $ 100.000 M =$100.001 - 1,250.000( S ee Colu mns CI and D 3 ) N =$250.001 - $500.0~O O = $ 5 00. 001 - $ 1 . 000 . 000 PI =$1.000.001 . $5.000.000 P2 -$5.00).001 - $25.000.000

    P 3 = $ 25 .000.001 - $5 0.000.000 P 4 = M o re th an $ 5 0 .000.0003 . Valu e Method Codes Q = Ap p r a i sal R =Cos t ( R eal Es t a t e Only ) S = Assessm en t T =Cash Ivlarkcl( .See Column C2) U =B ook Valu e V = O l h e r W =Es t imated

    E = $ 1 5 . 0 0 1 - $ 5 0 , 0 0 0

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    6/11

    FINANCIAL DISCLOSURE REPORTPage 6 o f 11

    N a m e o f P e r s o n R e p o r t i n gT at e l , D av i d S .

    Date of R e p o r t05/9/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - i n c o , , e . ~ z ~ e , tr a n s a c t i o n s a n c l u d e s t h o s e of spouse and , t ependent c h i l dr e n t s e e p p . 3 4 - 6 0 of f i l ing instruct ions. )N O N E ( N o reportable income, assets, or transactions.)

    D e s c r i p t i o n o f A s s e t s I n c o m e d u r in g( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d[ (I) (2)P l a c e " ( X ) " a f t e r e a c h a s s e t [ A m o un t T y p e ( e.g .,

    e x e m p t f r o m p r i o r d i s c lo s u r e C o d e I d i v . , r e n t ,( A - H ) o r i n t . )

    G r o s s v a l u e a t e n do f r e p o r t i n g p e r i o dO) (2)

    V a l u e V a l u eC o d e 2 M e t h o d( J - P ) C o d e 3

    (I )Type (e.g.,

    b u y , s e l l ,r e d e m p t i o n )

    T r a n s a c t io n s d u r i n g r e p o r t i n g p e r i o d(2) (3) (4) ( 5 )D a t e Value G a i n I d e n t i ty o f

    m m / d d h y y C o d e 2 C o d e I b u y e r / s e l l e r( J - P ) ( A - H ) ( i f p r i v a t et r a n s a c t i o n )

    1 8 . - S e e L i n e 1 71 9 . U.S. Treasury Bi l l 0% due 2/24/1120 . Simpl i f i ed Employee P ens ion P l an (SEP -

    I RA)21 . - -SEI Da i l y Inc om e TR G ovt Po r t CI B22 . - -Ca na d i a n Oi l Sa nds Trus t23 . - - C o m m e r c i al B a n k G A C D 4 . 0 5 % d u e4 /28 /1024 . - -Ge o rg i a Ba nk & Trus t CD 1.65 % due1/22/1025 . - -SPDR S& P 5 00 E TF Trus t26 . - - B a n k C o m m o n w e a lt h N o r f o lk V A C D1.8 % due 8 /13/1027 . - - V a n g u a r d W e l l in g t o n - A d m i r a l28 . - - V a n g u a r d S h o r t T e rm F e d A d m i r al29 . - - SP D R W el l s Fa rgo P re fe r red S tock ET F30 . - - See L ine 29

    N o n e KC Int. /Div. M

    Sold(par t)T B uy

    11/18110 K

    08/31110 K

    Matu r ed 04/28/10 K

    Matured 01/22/10 K

    Matu r edBu yB uyBu ySold

    08 /13/1007/15 /10 .01/25 /1005 /06/1007 /14 /10

    K

    KKK

    K

    AA

    31 . Ind i v i dua l Re t ir e m e n t A c c oun t32 . - - I sh a re s MSCI Ca na da Inde x F und , Inc .33 . - -Morga n St a n l e y MTN V a r -Cpn 2 /1 / I I34 . - -We i nga r t e n Re a l t y Inve s t o r s F und

    F lnt./Div. Pl

    I. Incom e G ain Codes: A = $1 .00 0 or I~ s B =$1,001 - $2.500 C :$2 ,50 1 -( S ee Colu mns B I and 1 ) 4 ) F =$50.001 - $100,000 G =$100.001 - $1.000.000 III =$1.000.00l - $5.000.000 112 =More than $5.000.000

    2. Value Codc~ J =$15.0~0 or Icss K =$15.001 . $50.000 L = $50.001 - $10~ .0C~ M = $10~ .001 - $250.0~1( S ~e Colu mns CI and D 3 ) N =$250,001 - $500.~O0 O =$ 50 0.0 01 - $ 1.0 00 .0 00 P I = $1 .0 00 .0 01 - $ 5,0 00 ,0 00 P2 =$5.000,001 - $25.000,000P] =$25.000.001 - $50.000.000 P4 ~More than $50.000.0~0

    3. V alue M etho d Co dc~ Q = A p praisal R = ~ o s t ( Rea l E s t a t e On l y ) S = Assessm en t T = C ~ h M a r k e t( S ee Colu mn C2 ) U = Bo o k V a l ue V -~hcr W = E st i m a t ed

    E =$15.001 - $50.000

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    7/11

    FINANCIAL DISCLOSURE REPORTPage 7 of I 1

    N a m e o f P e r s o n R e p o r t i n gTatel, David S.

    D a t e o f R e p o r t05/912011

    V 1 I . I N V E S T M E N T S a n d T R U S T S - in c o m , , ~ o l ~ , , t r a , ~ o c t l o , ~ a n a ~ d ~ , h o s e o / s p o u s e u n , t a e p e . d e . , c h i l d r e n ; se e p p . 3 4 - 6 0 off i l lng instruct ions. )N O N E (No reportable income, assets, or transactions.)

    D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g( i n c l u d i n g t r u s t a s s e ~ ) r e p o r t i n g p e r i o d

    i (1) (2)P l a c e " ( X ) " a t ~ e r e a c h a s s e t ! A m o u n t T y p e ( e . g . ,

    e x e m p t f r o m p r i o r d i s c l o s u r e i Code I di v . , ren t ,( A - I I ) or int)

    G r o s s value a t endo f r e p o r t i n g p e r i o d(i) (2)

    V a l u e V a l u eC o d e 2 M e th o d

    ( J - P ) C o d e 3( Q - W )

    (I )T y p e ( e . g . ,

    buy, se l l ,r e d e m p t i o n )

    T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

    (2) (3) (4) (5 )Da te V a l u e G a i n I d e n t i t y of

    m m ! d d / y y C o d e 2 C o d e I b u y ~ /s e l l e r( J - P ) ( A - H ) ( i f pr iva t et r a n s a c t i o n )

    35 . --CISCO Systems, Inc.36 . - -SEI Da il y Income TR Gov! Por t fo l i o CI B37 . - -SAP Akl iengese l l schaf l Spns ADR

    38 . --Hom estreet Ban k CD 4.05% due 2/12/1039 . --BM W B ank NA UT CD 3.95% due 4/I/1040. - -Inve s t o rs Cmnty CD 3 . 75% d ue 5 / 24 / 1041 . --U.S. Treasu ry TIPS 2% due 1/15/2642 . - -Vanguard S/T Investmen t Grade Fd43 . --Charter Ban k Santa Fe CD 1.85% due8 /18 /1044 . --SPDR S&P 500 ETF T r u s t

    S o l d 03/02/10 JMatured 02/12/101 MMatured 04/01/10 MM a t u r e d 05/24/10 M

    Matured 01/22/10 M

    A

    A

    A

    A

    45 . - -Nes tl e SA Spon s ADRs46 . - - C o c a C o l a C o .47 . --McDonalds Corp.48 . - -Vanguard InterTerm Corporate Bon d Fd4 9 . - -B a n k o f A m er ic a CD .9 % d u e 9 / 2/ I0 M a t u r e d 09/02/10 M50 . - - T . Rowe P r i ce New As ia F u n d # 3 951 . - - Wr igh t E xpres s F inanc i a l Se rvices CD .6%du e 10/15 /10

    B uy 10 /13 /10 K(addl)

    Matured 10/15/101 M

    I . I nc ome Gain Codes : A = $1.000 or less B = $ 1,001 - $ 2.5 00 C = $ 2 ,5 01 - $ 5 ,000 D =$5,001 - $15,000(See Columns 131 and D4) F =$50.001 - $100.000 G = $1 00 .0 01 - $ 1.0 00 .0 00 II I = $1 .0 00 ,0 01 - $ 5.0 00 .0 00 112 =More than $5 .000,000

    2. Value Codes J =$15.000 or le ~ K =$15,001 - $50.000 L = $ 5 0 , 001 - $ 1 0 0 . 0 0 0 M =$100.001 - $250.0(X)IS c e Colu mns CI and D 3 ) N $250 ,001- $500 .000 O=$50 0 .0 0 1 -$1 ,0 0 0 .0 0 0 P I =$1.000.OOI - $5.000. 00 0 P2 = $5.000.001 " $25.000.000

    P3 =$25,000.001 - $50.000,000 P4 =More than $50.000.0003. V a l ue M et h o d C o d es Q = Ap p r a i sa l R =Cost IReal E~lat OTfly) S = Assessm en t T =Cas h Mar kelIS c e Colu mn C2 ) U = Bo o k V a l ue V = O ~ h u .r W = E st i m a t ed

    E = $ 1 5 , 0 ~ 1 - $ 5 0 . 0 ~

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    8/11

    FINANCIAL DISCLOSURE REPORTPage 8 o f 11

    N a m e o f P e r s o n R e p o r t i n gT at e l , D av i d S .

    D a t e o f R e p o r t05/9/2011

    N O N E (No reportable income, assets, or transactions.),at. D .

    D e s c r i p t i o n o f A s s e t s T r a n s a c t i o n s d u r i n g r e ~ o r t i n g p e r i o d( i n c l u d i n g t r u s t a s s e t ~ )P l a c e " ( X ) " a f t e r e a c h a s s e texempt from prior disclosure

    I n c o m e d u r in g G r o s s v a l u e a t e n dr e po rt i n g p er i o d o f r e p o rt i n g p e r i o d

    (I) (2) (I) (2) (I) (2) (3) (4) (5)A m o u nt T y p e ( e .g ., Value Value T y p e ( e . g . , D a t e Value G a i n I d e n t i ty o fC o d e I d i v . , r e n t , C od e 2 M e t h o d b u y , s e l l , m m / d d h y y C o d e 2 C o d e I b u y e r / s e l l e r( A - H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - H ) ( i f I x i v a t e( Q - W ) t r a n s a c t i o n )

    52 . - -Pe ps i c o Inc .53 . - -W a l m a r t St o re s Inc .54 . - - See L ine 5355 . - - G o l d C o a s t B a n k C D l % d u e 4 / l l /l l56 . - -GE Mone y Ba nk CD .6% due 12/30/1057 . --IBM Corpora t ion58 . - - See L ine 5759 . --lnte l Corpora t ion60 . - - V a n g u a r d W e l l i n g t o n A d m i r a l61 . - - See L ine 6062 . - - V a n g u a r d S h o r t T e r m F e d e r a l A d m i r a l63 . - -Be a l Ba nk CD .45 % due 3 /9 /1 I64 . --U.S. Treasury Bi l l 0% due 1/20/1165 . - -U .S. Tre a sury B i l l 0% due 4 /14 /1166 . --U.S. Treasury Bi l l 0% due 6/16/1167 . - - F H L B V - A 2 % d u e 5 / 1 8 / 1 668 . Li fe In sura nc e - Ma ssa c h use t t s Mu t ua l L i f eIn sura nc e D Int. /Div. M

    Bu y 04/14/10(add l )Bu y 03/02/10(add l )Bu y 12/28/10

    (add l )

    J

    J

    J

    M atured 12/30/10 MBu y 0 4 1 1 4 1 1 0 KB uy 07 /14 /10 K( a dd l )Bu y 04 /14 /10 KBu y 03 /03 /10 LBu y 10/14/10 K(add l )Bu y 02/11/10 MB uy 03 /03 /10 MBu y 07 /21/10 MB uy 10/19/10 NBu y 12/29/10 MBu y 05 /03 /10 M

    T

    A

    I . I nc ome Gain Codes : A = $ 1.000 or less B = $ 1.001 - $ 2 .500 C = $ 2.5 01 - $ 5 .000 D =$5.001 - $15.000( S ee Colu mns B I and D 4) F = $ 5 0.001 . $ 100 ,000 G =$ 100.001 - $1 .000 .000 III =$1.000.001 - $5.000.000 112 =More than $5.000.000

    2. Value Codes J -$15.000 or less K =$ 15.001 - $ 50 .000 L =150.001 - $ 100.00~ M =$100.001 - $250.000[s ee Co lu m ns CI a nd D3 ) N =$ 25 0.0 0| - $ 50 0.0 00 O =$5 00.001 - $1.000.0OO PI -$1.000.001 - $5.000.000 P2 =$5.000.001 - $ 25.000.000

    P3 =$25.000.001 - $50.000.000 P4 =More than $50.009.0~03. V a l ue M et h o d C o d es Q = Ap p r a i sa l R = C o s t ( Rea l E s t a t e On l y ) S = Assessm en t T =Cash Markc~(See Coh.mn C21 U = Bo o k V a l ue V =Olher W = E st i m a t ed

    E = $ 1 5 , 0 0 1 - $ 5 0 , 0 0 0

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    9/11

    FINANCIAL DISCLOSURE REPOR TPage 9 o f 11

    N a m e o f P e r s o n R e p o r t i n gTatel , David S.

    D a t e o f R e p o r t05/9/2011

    V I I . I N V E S T M E N T S a n d T R U S T S - i .c o ~ , e , v a l u ,, t ,a , ~ a a i o , ~ a n l a d , ~ 1 h o s e o l s ~ , o ~ s e o n a , ~ e p e , d e n t children; s e e p p . 3 4 - 6 0 of filing instruction~)N O N E (No reportable income, assets, or transactions.)

    D e s c r i p t i o n o f A s s e t s T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i n c l u d i n g t r u s t a s s e t s )

    P l a c e " ( X ) " a f t e r e a c h a s s e texempt from prior disclosure

    I n c o m e d u r i n g G r o s s v a l u e a t e n dr e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

    (I) (2) (I) (2) (I) (2) (3) (4) (5 )A m o u n t T y p e (e .g ., V a lu e V a lu e Type (e.g., Dat e V a l u e G a i n I d e n t i t y o fC o d e I di v . , ren t , C o d e 2 M e th o d b u y , se l l , m m / d d h / y C o d e 2 C o d e I b u y e r / s e l l e r( A - H ) or i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) (J -P ) (A -H ) ( i f pr iva t e

    ( Q - W ) t r a n s a c t i o n )

    69 . Renta l proper ty , Rappahannock County , VA D R e n t( 8 /2 /96 $8 6,600)70. Renta l proper ty , Montgomery County , MD D R e n t($1,445,690)7 1 . M aryland College Investment Plan (no None

    control)72. - S e e L i n e 7 173 . -Se e Lin e71

    74. -See Line7175. -Se eLin e 7176. -Se eLin e 7177 . -See Line 7178 . USAA Bank accoun ts A Int./Div.

    LPI

    L

    R

    ST B uy

    B uyB uyB uyB uyB uyB uy

    O p e n

    12/01/10

    12/01/1012101/101 2 / 0 1 / 1 012/01/1012/01/1012/01/1009/03/10

    JJJJJJ

    J

    J

    I . I nc ome Gain Codes : A = $1.000 or less B = $ 1 ,001 - $ 2 ,5 00 C = $ 2 ,5 01 - $ 5 ,000 D = $5 ,001 - $ 15 ,000( S ee Colu mns B I and D 4) F =$ 50 ,001 . $ 100 ,000 G =$100.001 - $ 1.000,000 III =$1.000,001 - $5.000,000 t12 =More than $5.000.000

    2 . Valu e Codes J = $ 1 5 . 0 0 0 ~ I c ~ K = $ 15 . 001 - $ 5 0 . 000 L = $5 0.001 - $ 100.000 M = $ 100 ,001 . $25 0 .000( S ee Colu mr t s CI and D 3 ) N -$ 25 0 ,001 - $ 5 00.000 O =$5 00.001 - $ 1.000,000 P I = $ 1 ,000 .001 . $ 5 ,000 ,000 P2 =$5.000.001 - $25.000,000

    P3 = $25.000.001 . $ 50 .000.000 P 4 = M o re than $5 0 .000.0003. V a l ue M et h o d C o d es Q = Ap p r a i sa l R =Cos t ( R eal Es t a t e Only ) . S = Assessm en t T =~ h M a r k c ~( S ee Colu mn C2 ) U -B ook Valu e V = O t h e r W = E st i m a t ed

    E =$15,001 - $50,000

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    10/11

    FINANCIAL DISCLOSURE REPORTPage 10 of 11N a m e o f P e r s o n R e p o r t i n gTate l , Dav id S.

    Date of Repor t05/9/2011

    V III. ADDITIONAL INFORM ATION OR EX PLANATIONS. (indlcatepartofrepor~)P ar t VII , L ine 70 - Rep or t e r l ea s ed h i s fo r 2 I /2 months during the year .

  • 8/3/2019 David S Tatel Financial Disclosure Report for 2010

    11/11

    FINANCIAL DISCLOSURE REPORTPage 11 of I1Name o f Pe rson Report ingTa t e l , Da v i d S .

    Date of Repor t05/9/2011

    IX . CERTIFICATION.! c e r t i f y t h a t a l l i n f o r m a t i o n g i v e n a b o v e ( i n c l u d i n g i n f o r m a t i o n p e r t a i n i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d r e n , if a n y ) i sa c c u r a t e , t r u e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w it h h e l d b e c a u s e i t m e t a p p l i c a b l e s t a t u t o r yp r o v i s io n s p e r m i t t i n g n o n - d i s c lo s u r e .i f u r t h e r c e rt i fy t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f ts w h i c h h a v e b e e n r e p o r t e d a r e i nco mp l ian ce wi th the p ro v is io n s o f 5"U.S.C. ap p . 501 e t . s eq , 5 U.S.C. 7353, an d Jud ic ia l Co n feren ce reg u la t io n s .

    Signatu re: S] David S. Tatel

    N O T E : A N Y I N D IV I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S IF I E S O R F A L L S T O F I L E T H I S R E P O R T M A Y B E S U B J E C T T O C I V ILA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )

    C o m m i tt e e o n F i n a n c i a l D i s c l o s u r eA d m i n i st r a ti v e O f f ic e o f t h e U n i te d S t a t e s C o u r t sS u i t e 2 - 3 0 1One Columbus Circle, N.E.W a s h i n g t o n , D .C . 2 0 5 4 4