james robertson financial disclosure report for 2010

8/3/2019 James Robertson Financial Disclosure Report for 2010

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~ A O ~ 0 ~ FINANCIAL DISCLOSURE REPORT R e ~ , o r t R e q , , ~ r , a ~ , y t b e ~ r ~ , z c , ~i n Government Ac t o f 1978, t ~ e v . 1 / 2 0 1 0 I FINAL FILING ( s u . s . c , a p p . 1 O l - 1 1 1 )I. Person Reporting (last nmne. first, middle initial) 2. Court or Organization 3. Date nf ReportRobertson, James District of Columbia 07/12/20 l 0

4. Title (Article !I1 judges indicate active or ~xtior status; ~ Report Type (c heck appropriate type) ~. Reporting Periodm a g i s tr a t e j u d g e s i n d i c a t e f u l l - o r p a ~ - t i m e ) [] Nomination, D a t e 1/112009U.S. District Judge (reared) [] Initial [] Annnal [] Final to.... 6 /1 /20107. Chaml~rs or Olti~e Address $ . O n t h e b a s i s o f th e i n f o r m a t i o n c o n t a i n e d i n t h i s R e p o r t a n d a n ym o d i f ~ e a t i o n s p e r t n i~ n g t h c t ~ o , i t is , i n m y o p i n i o n ~ i n c o m p l ia m m3318 N Street NW with applicable laws and regulations.W ashington IX~ 2000 7

Reviewing Officer ............. D a t e

I M P O R T A N T N O T E S : The ins t ruct ions accom pany ing this form mus t be foRawed. Com plete al l pare,checking the NO NE box for e ach part where yoa Imve no r eportable informalion. Sign on last page.

I . P O S I T I O N S . ~ , ~ o ,a ~ in ~ , oa~ ; ~ ~ .~.~ o y ~ , ~ n r ~ n o . ~ . )~] N O N E (No reportable posit ions.)

] ? O S I T I O N NAME O F OR GANIZATION/ENTITy1. Board member Council for Court Excellenc e

~ NONE (No reportable agree~ems.)~ PARTIES AND TERMS

1. 1994 W ilmer. Cu~er & Pickeriag Retirement PIm~ (see 1:~ VIII)


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Ia m e o f P e r s o n R e p o r t in g D a t e o f i ~ e p o r tF I N A N C I A L p a g e 2 o f 7 D I S C L O S U R E R E P O R T l Robertson, James 0 7 / 1 2 / 2 0 1 0III. NON -INVEST M E NT INCO M E . ~R ~n~gi~ ,~,~,z~s~;~r . 1r -24 o lm~, ~a,=a~s .~A. Fliers Non-Investment Income

N O N E ( No re po rt a b le n o n - in v e st m en t in c o m e . )DATE S O U R C E A N D T Y PE INCOME(yours, not spouses)

1. 2009 WilmerHale (retirement income) $117 A92.00

2. 2010 Wil merHale (retrirement income) $48,955.00

3.4.

B . S p o u s e s N o n - I n v e s t m e n t I n c o m e - i f you were married during any port ion o f the repor t ing year, comple te ~ sec t ion.( D o l l a r a m o u n t n o t r e q u i re d e x c e p t f o r h o n o r a r i a . )[-~ N O N E ( N o r e p o r t a b le n o n - in v e s t m e n t i n c o m e . )

DATE S O U R C E A N D T Y PE

2.3.4.

I V . R E I M B U R S E M E N T S - ~ se o -~ , lodging, food, en ter ta inment .( I n c l u d e s t h o s e t o s p o t t ~ e a n d d e p e n d e n t c h i l d r e n ; : ~ e e p p . 2 . $ - 2 7 o f f il i n g i n s t ru c t i o n s .)

~] N O N E ( N o r e p o r t a b le r e i m b u r s e m e n t s . )S O U R C E ~ L O C A T I O N PUR PO SE IT E M S PA ID O R PR O V IDE D

1. JAMS I 1/6/2009 N ew Y ork, N Y arbitrartion seminar hotel

2.3.

5.


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F IN A N C IA L DI SC L O S UR E R E PO R T Nm,0f~,-~ ne~rti.g ~ . t ~ o t n , p o ~ tPage 3 of 7 Rob~mo,, ,J~ 0 7 n 2 ~ 2 0 1 0

~ N O N E (No reportab~ gifts.)~ DESC RI~ION

1 .2.3.4.5.

VI. LIABILITIES. a~d~[--] N O N E (No reportable liabilities.)

C R E D I T O R IZ~L~J?~I.Q~ ~/ALUE CODEI. Visa c r e d i t c a r d K

2.3.4.5.


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I a m e o f P e r s o n R e p o r t i n g I D a t e o ! K e p o r tFII~ANCIAL DISCLOSURE R E P O R T |Page 4 of 7 Robertson, James I 0 7 / 1 2 / 2 0 1 0[~] N ON E income, or transactions.)N o reportable......... A. B. [ C. " D.Description of Assets Income during [ Gross value at end I T r a n s a c l i o u s d u r i n g r e p o r t i n g p e r i o d(including trust assets) r e p o r t i n g p e r i o d of repening period

,A-H) | or ial.) | O-P) ~ Code 3 I r e d e m p t i o n ) I I O-P) I (A-H) i ( i f p r i v a t e ,

1 . BANK ACCOUNTS

2. Chevy Chase Bank, Bethesda, MD A Interest K T

3. SunTrust Bank, Washington, DC A Interest J T

4. iRA5. ST O C KS6. Proctrer & Gamble PG B Dividend K T

i 7 . Cisco Sys lnc CSCO None K T Sold !/I 1 /10 J D(pan)8. General FJeetric Co GE A Dividend Sold 6/16 /09 J9. M icrosoft Corp M SFI" A Dividend K T1 0 . Express Scripts Inc ES RX None Sold 6t16/09 K D

1 1 1 Netw ork Appliance NTAP None Sold 9 / ! 1 1 0 9 J A( p a r t )( p a r t )

1 3 . Sold 4/12/10 J C1 4 . Arch Capital Group ACGI~ None K T

1 5 . Saul Centers BFS B Dividend Sold 9 / 1 1 / 0 9 J B [( p a r t ) ~16.. Sold 4/12/10 K D " I1 7 . STOC.K FUNDS, MONEY FUN DS I


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F II ~I A N C IA L D I SC L O S U R E R E P O R T [ Name of Per~n Repol4ing Date of i ]qmrtPage 5 of 7 [ t R o b e r l s o n , J a m e s 07/12/2010

VII. INVE ST M E NT S and TR USTS - /~o-- , ~ , ~ ,~,~ a,~ ~o~ of,~poltse and dep~m~e~tN O N E ( No re p o rta b l e in c o m e , a ss e ts , o r t ra n s a c t io n s . )

A. B. C. D.Description of Assets lucome during Gross valnc at end Transa~ious during repo~lJng period

(including trast assets) ret~orting period ~f reporting periodPtace*(X)~afteteachassel Amount[ Type(e.g., Value I v~ue ]Type(e.g., Date /Valun cGai21| [dentityof

exempt from prior disclostw e Code 1 [ div., rent, Code 2 Method bay, sell, mm/dd~yy | Code 2 i buyer/sellerA [ (if private-m ] orint,) (J-P) / Cod~3 I redemption)

18 o Citibar~ Deposi~ Program A interest ~ T

19 . Ish~"cs Index Fund EFk B Dividend K T Sold I 4/12/] 0 ] A(~rt)20 . Aberdeen Asia-Pacific Incom~ Fund FAX C Dividend K T

1. income Cain Cod~: A =$1 ,O(D ot Ic s~ B --$ 1 ,0 0 1 .. $2,5 0 0 C -~2,5 01 - $5 , 0~0 D - -$5.001 - $15,OOJ E - -$15,LVOI - $50,000

P3 - - $ 25 .~0 . 001 - $ . ~k000 , 000 P4 =Morc thaa $&q,000 000(S~e Column C2) U =D ~k Va hr V =~~hcr W =F-~timalcd


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F IN A N C IA L DI SC L O S UR E R E PO R T Name of Person Reporting D~teofi~rtPage 6 of 7 Robertson, James 0 7 1 1 2 1 2 0 1 0VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.

Part II WILMER, CUTL ER & PlCKERING RETIREMENT PL ANThe plan provides essentially for a retiring partner to receive monthly payments for the rest of the partners life, provided only that the partner does not directlycompete w ith Wilmer, Cutler & Picketing in the practice of law. Payments are calculated at the lime of a partners n~tireent and are fixed at an amount which(annually) equals 25 percent of the partners average annual inc ome for the partners last three years. There is no occasion for upw ard adjustment of retirementpayments, except that adjustments w ill be made to reflect inew ..ases in the cost of living if and tv the extent cumulative inflation exceeds 4 percent in a year. Thereis no occasion for dow nw ard adjustment, except that the firms annual obligation to all retired parlners together is capped at 5 percent of firm income. TheRetirement Plan has no provision for payment of a lump sum in lieu of p erioic payments.


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F II ~I A N C IA L D IS C L O S U R E R E P O R T m m , o f P e rs o n R e p o r t i n g D a t ~ o f R e l m r tP a g e 7 o f 7 R o b e r t s o n , J a m ~ s 0 7 / 1 2 / 2 0 1 0

, IX . C E R T I F IC A T I O N .I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) isaccurate, true, and com plete to the best of my know ledge and belief, and that any information not reported w as w ithheld bec ause it met applicable statutoryprovisions permitting non-disclosure.I further certify that earned inco me from outside employm ent and honoraria and the acceptanc e of gifts w hich have been repo rted are incompliance w ith the provisions of 5 U.S .C. app. 501 et. seq., 5 U.S.C. 73 53, and Judicial Conference regulations.

N O T E : A N Y I N D I V ID UA L W H O KN O W I N GLY A N D W I LF UL L F A _ LSI F IE S O R F A LLS T O F I LE T HI S RE PO RT M A Y B E SU B J E CT T O C IV ILAND CRI]VHN AL SAN CTIONS (~; U.S.C. app. 104)

FILING INSTRUCTIONSM ail signed original and 3 additional copies to:

Committee on Financial DisclosureAdministrative O ffice of the U nited States CourtsSuite 2-301One Columbus Circle, N.E.W ashington, D.C. 20544

james robertson financial disclosure report for 2010

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