James Robertson
2005
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Pull out the substance of this filing.
What was filed
30
investments
1
positions
0
gifts
1
agreements
0
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Council for Court Excellence
- National Association of Law Placement
- Wilmer, Cutler & Pickering (retirement income)
As filed
BANK ACCOUNTS
Chevy Chase Bank, Bethesda MD — Interest
SunTrust Bank, Washington DC — Interest
SMi1H BARNEY IRA
STOCKS
Innerstep BSE Class A Pr — None
Pepsico PEP — Int/Div
Procter & Gamble PG — Int/Div
Cisco Sys Inc CSCO — None
General Electric CO. GE — Int/Div
Home Depot HD — Int/Div — Sell
Microsoft Corp MS¥1 — Distribution
Pfizer Inc PxE — Int/Div
Comcast Corp C1 A CMCSK 15. — Sell
Express Scripts Inc ESRX — None — sale
Omnicom Group Inc OMC — Int/Div — Sell
Network Appliance NTAP — None
Corning Inc GLW — None
Arch Capital Group ACGL — None
Altera Corp ALTR — None
Saul Centers BFS — Int/Div
Teva Pharmceuticals Inds TEVA — Int/Div
Bank of America Corp BAC — Int/Div — Buy
Huaneng Power Int! SP ADR HNP — None — Buy
Lowes Companies Inc LOW — Int/Div — Buy
News Corp Class A New NWSA — Int/Div — Buy
STOCK. FUNDS, MONEY FUNDS
Citibank Deposit Program — Interest
Ishares Index Fund EFA — Distribution
Aberdeen Asia-Pacific Income Fund FAX — Distribution — Buy
Board member ttm ee e————eeeeeeeeSemeaeeeet em ————a, Council for Court Excellence
Agreement — 1.1994 — EE mo. Wilmer, Cutler & Pickering Retirement Plan (see part VIII) rem r——————— r———— ——— eee ere
Reimbursement — National Association of Law Placement — OSCAR presentation at national convention, Chicago 4/20 (travel, meals)
Income — 2005 — Wilmer, Cutler & Pickering (retirement income) — $117.492.
Part WILMER, CUTLER & PICKERING RETIREMENT PLAN
The Plan provides essentially for a retiring partner to receive mon
thly payments for the rest of the partner's life,
provided only that the partner does not directly
compete with Wilmer, Cutler & Pickering in the practice of law.
Payments are calculated at the time of a partn:
ers retirement and are fixed at an amount which
(annually) equals 25 percent of the partner's average annual inco:
me for the partner's last three years. There is no occasion for upward adjustment of retirement
payments, except that adjustments will be made to reflect incr
eases
in the cost of living if and to the extent cumulative inflation e
is no occasion for downward adjustment, except that the firm's anni
xceeds 4 percent in a year. There
al obligation to all retired partners together is capped at 5 per
cent of firm income. The
Retirement Plan has no provision for payment of a lump sum in Li
eu of periodic payments.
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.