Nathaniel M. Gorton
2007
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Pull out the substance of this filing.
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.