Nathaniel M. Gorton

2007

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 149

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Section VIII
  • Property Lawyers Association
  • corporate clerk/secretary, director, custodian, trustee and accounting duties

As filed

Rocky Bay Trust (a MA business trust) (common stock) — Section VIII

Fidelity Cash Reserves (individual) — Int/Div

Fidelity Money Market Accounts (POA trustee)(Att#1,04) — Int/Div

Charntable Remainder Trust — Int/Div — Section VIII

Brinker Intl, Inc — sell

First Data Corp. — sell

Medtronic, Inc — sell

Microsoft Corp. — sell

IShares MSCI PAC Ex-Japan Index Fd — buy

Honeywell, Inc. (bond) — sell

Broadridge Finl Solutions, Inc. (spin off from AutoDataProc) — sell

IShares MSCI PAC Ex-Japan Index Fd — sell

Cameco Corp. — buy

Lundin Mining Corp. — buy

Stillwater Mng. Co. — buy

Southern Copper Corp. — buy

Teck Cominco Ltd. — buy

Caterpillar, Inc. — buy

Google, Inc. Cl A — buy

Lowes Companies, Inc — buy

American Express Co., Inc — buy

Bank of America Corp. — buy

Eaton Vance Corp. — buy

American Express Co., Inc — buy

Federal Home Loan Bank (bond) — sell

Patriot Coal Corp.(spin off fi.Peabody Energy Corp.) — sell

Boston Financial Management, Inc. IRA — None

William Wrigley, Jr., Co. — sell

Newmont Mining Corp. — buy

Fedex Corp. — buy

United Technologies Corp. — buy

Fedex Corp. — buy

Broadridge Finl Solutions, Inc.(spin off fm Auto.DataProc) — sell

IShares MSCI PAC Ex-Japan Index Fd — sell

Stillwater Mining Co. — buy

Lundin Mining Corporation — buy

Cameco Corp. — buy

United Parcel Service, Inc — sell

Southern Copper Corp. — buy

First Data Corp — sell

Teck Cominco, Ltd. — buy

Apple Computer, Inc — sell

Cisco Systems, Inc. — buy

Caterpillar, Inc — buy

BP PLC ADR (f/k/a "BP Amoco PLC") — sell

Lowes Companies, Inc — buy

Torchmark Corp. — sell

Cameco Corp. — buy

Farm Home Loan Bank (bond) — sell

American Express Co — buy

IShares MSCI PAC Ex-Japan Index Fd — buy

Walgreen Co — buy

WalMart Stores, Inc. (bond) — buy

Federal Home Loan Bank (bond) — sell

Farm Home Loan Bank (bond) — buy

IShares S&P Smallcap 600 Index Fd — sell

IShares, Inc. Russell 2000 Index — buy

Nikelnc — buy

American Int'l Group, Inc — sell

Apple Computer, Inc — sell

Stillwater Mining Co — buy

Federal Home Loan Bank — sell

Federal Home Loan Bank — sell

Stryker Corp. — buy

Citrix Systems, Inc — buy

Farm Home Loan Bank (bond) — buy

Citrix Systems, Inc. — buy

Stryker Corp. — buy

Abbott Labs (bond) — buy

Federal Home Loan Bank — sell

IBM Int'l Group (bond) — buy

Federal Home Loan Bank — sell

Federal Home Loan Bank — sell

Patriot Coal Corporation (spin off of Peabody Energy Corp) — sell

McCormick & Co. — sell

Network Appliance, Inc — buy

Federal Home Loan Bank — buy

Peabody Energy Corp. — sell

Walgreen Co. — buy

Bear Steams Co., Inc. (bond) — sell

Boston Financial Management, Inc revocable trust — Int/Div — Section VIII

IShares Tr S&P Smallcap 600 — buy

Amgen Inc — sell

Anadarko Petroleum Corp. — sell

Bank of America Corp. — sell

Devon Energy Corp. — sell

Emerson Electric Co. — sell

First Data Corp. — sell

Microsoft Corp. — sell

Sigma Aldrich Corp. — sell

91. Sysco Corp. — sell

Broadridge Finl Solutions, Inc.(spin off fm.AutoDataProc) — sell

Cameco Corp. — buy

Lundin Mining Corp. — buy

Stillwater Mng. Co — buy

Southem Copper Corp. — buy

Teck Cominco Ltd. — buy

Cisco Systems, Inc — buy

Caterpillar Inc — buy

Amgen Inc — sell

Google Inc — buy

Lowes Companies, Inc. — buy

Torchmark Corp. — sell

Cameco Corp. — buy

American Express Co., Inc — buy

IShares Tr S&P Smallcap 600 — sell

IShares Tr Russell 2000 Index Fd — buy

Nike Inc — buy

Automatic Data Processing, Inc — sell

Citrix Systems, Inc — buy

Bank of America Corp. — sell

Sigma Aldrich Corp. — sell

Citrix Systems, Inc. — buy

Patriot Coal Corp. (spin off fm. Peabody Energy Corp) — sell

Boston Financial Management, Inc revocable trust (ff! — Int/Div — Section VIII

IShares Tr S&P Smallcap 600 — buy

Torchmark Corp. — sell

American Intemational Group Inc — sell

Amgen Inc — sell

Anadarko Petroleum Corp. — sell

Bank of America — sell

Emerson Electric Co. — sell

First Data Corp. — sell

Medtronic Inc — sell

Microsoft Corp. — sell

Raytheon Co. — sell

Anadarko Petroleum Corp. — sell

Boston Scientific Corp. Com — sell

Pepsico Inc — sell

Torchmark Corp. — sell

United Parcel Service — sell

Broadridge Finl Solutions, Inc.(spin off fm.AutoDataProc) — sell

Cameco Corp. — buy

Lundin Mining Corp. — buy

Stillwater Mng Co. — buy

Southem Copper Corp. — buy

Teck Cominco Ltd. — buy

Amgen Inc — sell

Google, Inc — buy

Shares Tr S&P Smallcap 600 — sell

Federal Farm Credit Bank (bond) — sell

IShares Tr Russell 2000 Index Fd — buy

Nike Inc — buy

Citrix Systems, Inc — buy

Federal Home Loan Bank (bond) — sell

Gilead Sciences Inc — buy

Citrix Systems Inc — buy

Patriot Coal Corporation (spin off fm.Peabody Energy Corp) — sell

Bank of America — Interest

Reimbursement — Property Lawyers Association

Income — corporate clerk/secretary, director, custodian, trustee and accounting duties

BOSTON, MASSACHUSETTS 02210

NATHANIEL M. GORTON

DISTRICT JUDGE

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May 29, 2008

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Judge Ortrie D. Smith, Chair

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Committee on Financial Disclosure

Judicial Conference of the United States

One Columbus Circle, N.E.

Washington, D.C. 20544

Re: Calendar Year 2007 Filing

Dear Judge Smith:

I have received your letter of May 23, 2008, regarding my recent financial disclosure

report. I very much want to comply with your requests because, if it is easier for the staff to

understand my report, it may become easier for me to draft it.

I fully understand your request in the second paragraph about reporting the date of the

most recent appraisal of my stock in Rocky Bay Trust and will comply with that request on all

future reports. For your information, the most recent appraisal on which I relied for the 2007

report was December 8, 2006.

However, I do not understand the request you make in the third paragraph of your letter

concerning the listing of my asséts in Part VII, even after rereading page 37 ofthe filing

instructions at your recommendation. I have, for several years at the request of your Committee,

listed my assets held in four separate trust accounts which jl! maintain with my

financial management company, the identity of which I understand you no longer want me to

disclose.

The summaries of those four accounts are listed in my 2007 report in the same order as

they have been in previous years (see Part VII, lines 4, 27, 81 and 115). Again, at the request of

your Committee, I have, in recent years, listed after the summary of each trust account all of the

“buys” and “sells” in each separate account chronologically. On this year’s report that consumed

over 140 lines of information. In addition to the purchases and sales of stock from those

accounts, I have included separately, as requested, “Attachment #2" to Part VIII, which is a list of

all of our stock holdings-at the end of the report year in the four accounts managed by the

fnamsial management company. The companies are listed alphabetically and include some

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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