13
0 ( = : - a:; 0 U) - 10 9 AO IO Rev. l/2008 FINANCIAL DISCLOSURE REPORT FOR CALENAR 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 fll- 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 ofI978 (5 USC app. §§IOI-III) 3. Date of Report 05/1212008 6. Reporting Period 0110112007 to 12/31/2007 7. Chambers or Offce Address 8. On the basis of the information contained in this Report and any modifcations 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 Offcer IMPORT ANT NOTES: The instructions accompanying this form must be followed Complete al parts, checking the NONE boxfor each part where you have no re portable information. Sign on last page. Date J. POSJTJ0NS. (Reporting individual only; see pp. 9-13 of fling instructions.) D NONE (o reportable positions.) POSITION NAE 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.) Caregie Foundation for the Advancement of Teaching Historical Society for the District of Columbia Circuit C .. <: ( :: r ,_ > < 27 r :: - 0 - < o: ) "l r . 0 ( I w PARTIES AND TERS l. 2. 3.

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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