11
. ( 5 U-5.C. app. §§ 101- 1 JI ) l. i 3 . Redel u Ml 0 USCA - 3CA - Philacphia 4. Tit l e (Ai cl e Il J udg e i n d ic aiv o se.r stu&S ; S. Rcpt Ty ( che ck appp riau ty) 6. RcpQrtin g Period d 12/1 1004 7. Chamb or Of c A d ds 8. O t bi or the in fonnation cn t ained in ti Rep and a l - . .. . Ü··· , . - .. l l, •iÑ I - " ' " . , IRT ANT NO· Te i n s tcti ac p aying th i s form must be f olow. Co ml c 1 c all p chec ki n g th NONE bx fo each pa 1 r1 " w y ha"C n reple inf o rmation. Si gn o last p ag. -- " .. % ' l f .r" #·ŠÚÛo r ,; .. . ; _ ; -;w·-. · Ô Ö · - Ò· - 8 ŽAY á " " " " : » - , - " '': ·, l ;• · ·Õ - . .. ,, ,., - Ÿ _;r .· : ' u N A ME; O E OR GANlZI0N1 Avu of th A, Inc. 2. Regiona Peforming A Cetr Ch. B d orO Schol of NWS-i n g Univers ity of P< mnsylvania f PN # .. = ( < ,, , n !! rn - ) l J (" ( .. S/12205 1/1120 t Da 0 NONE - (No rble pitions.) p 1. Cair 3. 4. B m Pen Medicine s. A010 Rrv.1104 FIAÙC DISCOSUE REPORT FOR CAENA YEA 2004 lt port Requiredb t fit In Gormet Act of 1'78 Person Reprting (Lna First nnmc. Middk initial) 2. Court o r Organizat on Dt of Reprt maiuat judges i n ice full· or pa·timc) o .. . Date Circuit Court Judge (Ac 0 Tti t ia @ Anl O n,.1 U.S. Crt ofApe mdifcaton pining l: it i in m opinion. i cp ia nc wapli cle l a rlatis. 601 MSJkSic Rom 21613 PhiladelpiaPA 1910 1598 Reviing Ofcer I POSITONS. (Rqrt individ al only se pp. 9-13 o filing instruct ions) Direor I. AGREEMETS. (Repoting indi vi duoly; sepp. 14-16 o fling inlions) l NONE - (No rl ae) M I. .-Ç ,. ( a=: U> - r c:V w ,,_ - < o> r UI 0 w

Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

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Page 1: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

.

( 5 U-5.C. app. §§ 101- 1 JI )

l. i 3 .

Rendel Mlljorie 0 USCA - 3CA - Philaclciphia

4. Titl e (Article Ill J udg es ind icate active ot sen.ior stau&S; S. RcportTypc ( check appropriau: type ) 6. RcpQrtin g Period d

12/3 1 12004

7. Chambers or Office Address 8 . On the bas is or the in fonnation contained in this Repon. and any l

-

....... ··· , . - .. llialf,,J; •Iii!��� I - "' " �� .,

IMPORT ANT NOTES · The instructions accom panying th i s form must be followed. Co mplc1c all parts, chec king the NONE box for each p art

1r1 " where you ha"YC no reportable info rmation. Sign on last page.

--" ... 'lf! .r.r·" #· o; ••r ,; ..... ;. _;i -;;:w·-...· · - ·- Ao;Y "!""'.;tlo "':» -,-."\:'."'!(.'-: ·, l! ;-• ·· -., .. ,, ,.,,- _;r .·:'\: '

u

NAME; OE ORGANlZAI10NIEN11JY

Avenue of the Arts, Inc:.

2. Regional Performing Arts Center

Chair. Boszd orOvcr=n Sc:hool of NW'S-i n g. University of P<mnsylvania

f

PART!ESANPTERMS

....., =

(/) <.J'> ,,, , n !!,!!: rn

--<

).

l J>

(") (.fl ......

S/12/2005

1/112004

to

Date

0 NONE - (No reportable positions.)

pQS!T!ON

1. Chair

3.

4. Board member Penn Medicine

s.

A0-10 Rrv.112004

FINA! CIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2004

l\t port Required by tbt f.thits In Government Act of 1'78

Person Reporting (La�name, First nnmc. Middk: initial) 2. Court o r Organizat on Date of Report

magi.suatc judges in icate full· or pan·timc) o .............. Date

Circuit Court Judge (Active) 0 TJtitial @ Annll&I O n,.1

U.S. Court of Appeals modifications pertaining lhen::to. it i$, in my opinion. in cump iance withapplicable laws and regulations.

601 MSJkct Sircct. Room 21613

Philadelphia,PA 19106 1598 Reviewing Officer

I. POSITIONS. (Rqx>rting individ al only: seepp. 9-13 or filing instructions)

Director

II. AGREEMENTS. (Reporting individualonly;seepp. 14-16 o filing inslJU<tions)

li2! NONE - (No rrpotllble agrcemenrs.)

MCE I.

..-- ,... (')a=:: U>- rnc:: w ,,,,_ -

rri < o> rnI

0 w

Page 2: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

or

u

SOURCE AND T¥PE

I .

Date Of RcllO(t

GROSS !NCQME

n s m

SOURCE AND TYPE

2004 City of Philadelphi a .. pc:nsion

2. 2004

2004 Ph iladelphia Spons Media LP. -TV Spons Commenta!Or

Common\ll'eAlth of Pennsytvania · earnings for services as Governor

n m

c

National COnf""nce of Bankruptcy J udges and Commercial Law l..cq:uc

FINANCIAL DlSCLOSURE RE'PORT

Rendell, Marj ie 0

ID. NON-INVESTMENT INCOME. (Reporting individual and spo se; see pp. 11-24 of filing inswctions>

A. Filer's Non-Investment Income

!i!J NONE · (No rcpcnable non-inveatmcnt income.)

5/1212005

()'OCll'S. notspouse'$;)

B. Spouse's Non .. Jnvestment Income .. 0-fyouwere married during any portionoflhe reporti g year. plea e co plete this section. Dollar amount not required except for hononria.)

D NONE - (No reportable non-investment in«>me.)

I.

University of Pennsylvania ·Adjunct (9/04-12/04)

3.

4. 2004

IV. REIMBURSEMENTS - llanSportatio , lodging. food., enteruin enL

Oncludcsthose to spouse and depen<lent children. See pp. 25-27 ofinsuuctians.)

D NONE - (No su h reportable reimbursements.)

SOURCE Ql?CRlPifQN

Speakerat NCBJ Conference 10/JO - 10/13/04 in Nashville. TN -registration, transportation, food and lodging

I.

2.

Page 3: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

Tomsdale-Fnnkford Counoy Club

West Shore Counoy Oub

Blue Ridge Coonoy Club

PESCRJPJ]QN

horMlrary g<>lfmcmbc" h ip - Sec vm

horMlrary golf membershi p . See v m

honorary gol f membcnhip - Sec YI D

l

C

. DESCR IPTION Consuuctionlpennanent loan on rental property

YA!JTECODE

FlNANCiAL DISCLOSURE REPORT Name of'Pmon Rcponing

Rendell, Marjorie 0

O...ofRepoo

5/1212005

V. GIFTS. (Includes lhosc to spouse and dependent children. S..'t pp. 28·3I ofinstrucllons.)

0 NONE - <N<>suchrep«W>1e g;ns.>

SOURCE I.

2.

3.

·-

VI. LIABILITIES. (Includes t !ose ofspouse and dependent children. See pp. 32.34 or instructions.)

0 NONE - (Noreportable llabililies.)

CREQCIOR NI. ape Savings Bank. Cape Moy, NJ

Page 4: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

Name of Person Reporting

Rendell , Marjorie 0

A. 8. c.

tcpOtting period "'"°"'""period

(I) (2 ) ( t) (2)

Type e

int)

I. 1. Schwab Money Market & Cash A Dividend J T

2. 2. Federated 1·3 year US Gov't Sec. B Dividend M T

3. J . Brandywine A Dividend K T

4. 4. Columbia Orow1b Dividend L T

s. 5. DFA one year fixed c Divide nd M T

6. 6. DFA U.S. Micro Cop 9·10 Small (fo nn. 9 -10 A Dividend K T

7. 7 . DFA US Large Cap Value A Dividend L T

8. 8. Dodge & Cox stock c Dividend L T

9. 9. FAMValuc A DiVidend K T

JO. 10. Fasciano B Dividend K T

11. 11. Hotcblds & Wiley Largo C.p Value A Dividend L T

12. 12. Janus Fund A Dividend L T

13. 13. Jan l.lSOVCl'$C8$ Fund A Dividend K T

14. 14. J anus Adviser ln r1 Fund A None

15. 15. Royce Opportunity c Dividend L T

16. J 6, Morgan Stanley Emerging Mkts. A Divi dend J T

1 7. 17. Moogan SIMiey lnt's Equity c Dividend K T

18. 18. MFS Mass. Jnvcston Trust A None

A c

n

D.

D ate of Report

511212005

( t) It not cxtmpt ti'o lll dlst1D51ln!

(2) (l) (4) (S) Voluc Goin

Ccdc 2 Code m1:11cr, Dsy (J . P) t

"'

02118 K

ParlScll 02/18 J A

Buy 05112 K

Buy 02119 K

ParlScll 02118 J A

Buy 05/12 L

PartSdl OS/12 L E

Buy 03112 K

Buy 03124 K

Sell 03123 I( B

PartScll 02118 J c

Buy 0211 8 l

Sell OS/12 K

D - E

(Sft Colt.m1 t C2) U • Boot Vetuc v • Otl"" w • Esli:nitcd

FINANCIAL DISCLOSURE REPORT Page 1 of6

Descriptionof Auic:I$ fnc:omc lharinc Gross v�!ue at end of

rmc1.w..""" mcls)

Pf.ate " aft« e#ICh asset CMnlJ'lf &cm prior disdo

Amounl (o.g. Value Value Codo l div. ronl. or Cod< 2 M thod (A·H) (J·Pl Codcl

(().W)

DNONE (No rq:ic:1Ublc income. useu. or tnnsllttioos)

A

Small)

.

.

I. lncomtlOain Codtt: •S1,000or less B -Sl,OOl·S2.SOO -S2,SOI-1S,OOO

(S« Cot'""" Bl aod 04) F •SSO,OOl·SI00,000 G • SI00,001.SJ.000.000 HI c Sl,000.001..S.S.ooo.ooo

2. ValueCocks: , -S1S,000«bs K • SIS,001..SSO,OOO L •$30,001.SIOO,OOO

(See Co11D11ns Cl a d C>l) )I • S2SO,OOO·SSOO,OOO 0 • ssoo.001-st.000.000 Pl -s1.ooo.001-ss.ooo.ooo

T ranncrions during reportil\C period

Type (c..g. Date: Jcleitiry or buy,!!tll, Month· buycr4elk:r

(A· (ifpriw.ten::dcmption) ltanSaetion)

Buy

A

-ss,001 m.ooo • SlS,001-SSO.OOO

H2 •Motetboo SS,000,000

t-1 •$100.001-S"'-SO,OOO

P2 • SS,000,001-S'.?S,OOO,OOO

P3 .. S'.?S.<l00,001-SS0,000,000 P-1 = SMc tba:Psso.000.000

;, Value Method Codes Q •AppM31 R •Cost (Real Estate Only) s =-Assessment r •Cash/Markel

Page 5: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

idcnd

Naine or Person Reporting

Rendell, Marjorie 0

A. 8. c. a

._. ... period reporting period

( I ) (2 ) (I) (2 )

:r>P< in1. )

19. 19. First Eagle SoGen Global C loss I ( form. soGcn A None Intl)

20. 20. HOl<hkis & Wiley Mid.C.p Val ue Dividend K T

21. 21. Stonerldge Small Cap A Dividend K T

22. 22. Third Avenue IntJ Value Div· K T

23. 23. Wcstrorc Intl Frontier A Dividend J T

24. 24. Julius Baer lnt1 Eq uity B Dividend K T

25. 25. Westoorc Mid Oppty Fd c Dividend L T

26. 26. Westcorc MIDCO Growth A Dividend L T

27. 27. Scliwab Adv Cash Rcserv Pre m & Cash (fbnn Dividend J T

28. 28. Fi e SoGen Glo bal Clw l (fonn . SoGen A N T Intl)

29. 29. William Blair Growth A Dividend J T

30. 30. Thornberg Value Fund A Dividend J T

31. 31. Schwab Money Mlct & Cash A Dividend J T

32. 32. First Eagle SoGcn Global (form. SoG<n lnt1) A None

33. 33. Dodge & Cox Stock A Nooe

34. 34. HOl<hki s & Wiley Large Clp Value A Dividend K T

35. JS. Federated 1·3 Yr. U .S. Gov1 Sec. A Dividend K T

36. 36. JuJius Baer Int' ! Equity Fund A Div idend J T

A • $1.000 or lcn B c

F G

D.

Date of Report

51121200 5

(I ) !foot c:.ictmpt m:J1n

(2) \l) (4 ) Type (c...g. Date: Vo tc Gain buy, ttlJ, Month· c..i. 2 Code merrtr, (J.P) I ( A· ......,ptico)

Sell 0211 8 K E

02/18 J

Buy 11/0S K

11/QS J

PanScll 02118 K c

Pan-Sell 0211 8 J c

Sell 11/Ql J B

Sell 11/QS J B

Sell OS/12 J c

Buy OS/12 J

Buy 02118 J

0 E S

( Se< c.i •• ,,,, Cl) u - Boot Value v • Oll l<r w - 8rinwcd

FINANCIAL DISCLOSURE REPORT

Page 2 of6

Description or Antis locomedlorin& Orossv lue 11 Clld or

(moll.tding tr'llSI aueu)

Pllloc �(X)" after e11c:h wet exempt AmoUlll <e ... Value V:ifue from 1»ior di os.ure Code I div. rttll. ot Code2 Mel hod

(A·H) (l·P) Codel (Q-W)

A

A

A

MM&cosh)

OiYidcnd

J. LncomdO:litt Cocks: • Sl,00l-S2.SOO • $2,SOl-SS,000

(See Columns Bl 1111d 04) • SS-0,001-1100,000 • SIOO.OOl-Sl, 000, 000 HI •Sl,000,0014S,OOO.OOO

l. Valur Coda: .. SJS.OOOorlcss K •SIS.0014.SO,OOO L • $50,0014100.000

(S.. Columns Cl and DJ) N •mo.ooo.ssoo.ooo 0 •$XJO.OOl·SI ,000.000 Pl • Sl,000,0014>.000, 000

Tr.nsac;ticos dlllina reporting period

(S)

Identity of bu)'Cf/Jetler

Day (ifprivue "' lranMcciott)

Buy

Buy

•SS,001-SIS.OOO •S1S,0014S0,000

Hl •Mure than ,000,000

M -1100.001-mo.ooo

P? • SS,OOO,OCH· S.000,000

PJ = m.000.001.sso.ooo,ooo P.4 •SMcredum SS0.000,000

J. Val\1c: r-.1dhod C<ides Q •Appraisal R •Cost (Rt'al £s1"m-Only) s ...Assessment T •Cash/fl.btkec

Page 6: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

A.

37. n y

38. 38. Neuberger Berman Fasciano Fund

39. 39. Royoe Opportunil)' Fund

40. 40. Third AV< ln U Value

41. 41. W<SICOre Mid Cap ClpportuniJy

42. 42. Wemorc Growth

43. 43. Westcote Midoo Growth

44. 44. Schwab Adv Cash RC$etV Pttm & C ash (fonn

45. 45. Brandywine Fund

46. 46. SIOneridge Smell Gap

47. 47. WiUiam Blair Growth

48. 48. Dodge & Cox SIOCt

49. 49. Mor gan Stanley ln11 E qu ity

so. SO. Advanced Med Optics (sp i noff Allerpn)

s I. SI. Abbou Labs • oommon sto<.k

5 2 . 52. Allerpn

53. 53. Beckman Coulter

54. 54. Coca Cda · common stock

B

Name of Ptllioo Rcponing

Rendell, Marjorie 0

R. c.

reporting period tcpOning period

(I) (2) (I) (2)

Amount TY!>' Coded M<tbod

inc .) ( ..... )

Dividend J T

Dividend J T

Dividend J T

Dividen d J T

Divi dend J T

A Dividend J T

A Dividend J T

Dividend J T

Dividend J T

A Dividend J T

A N one

Dividend K T

A Dividend ·K T

A None

Dividend J T

A Div i dend L T

Dividend K T

A Dividend K T

c

D.

( I ) If not exempt from a:isc1a;ur ( 3) (') (S)

v .i. .. G ::iin Month • Codc2 Code

... .,.., ... (J.J') I redeni pdoa) "'

Sell 02/18 A

Buy I I /U S

Buy 02/18

Sell 02/1 8 J A

Gift 1 2/09 J Scevm

Gift 03115 K See VI II

Gift 12/09 See vm

0 E

(Set Cob- ("2) u • Boot Value v =Olher W =Estiml cd

FINANCIAL DISCLOSURE REPORT Page 3 of6

Date of Report

S/1212005

Vll. INVESTMENTS and TRUSTS

°""""""'of Assets (indlllling 1r11stil$SC!l)

Pltcc "(X)" after each asstt tttmpt 6"orn priordi

37. MOJ&lln Sta ley 101'1 Equi1

MM&Cash)

Uioorne doing Vros.s vatw! a1 end of

(e.a. Value Value div. ttnl ot Codc2

(A·Hl CodcJ (Q-W)

A

A

A

A

A

A

A

A

A

A

Transactions dlriJe re� period

(2)T-ype (c.J. Date: ldentiryofbuy. sell.

btiyerh.eflctDay (A· (ifpri"Yak

OWlsaction)

J

J

J

J

l. fnoosne.'(i:aia Codes: A •51.000orkss •$1,00J.$2.SOO • Sl,.IOl·SS.000 = SS,001.SlS,000 - SlS,001.SS0.000

(See ColWMS Bl cld 04) F -sso.001.s100.ooo G • SJOO.OOl.Sl.000.000 Hl • Sl,000,00l·SS,000,000 H2 - MOl'c Wo SS,000,000

?, Value Code$: J • $1 s.ooo or less K «SlS,001..SSO,OOO L • SSO,OOl·SI00,000 M • s100.001.ruo.ooo

(See Col"""" Cl and DJ) N • S2SO,Ol)C)."00,000 0 •$>00.00l·Sl.000.000 Pl • Sl,000.00l ·SS,000,000 P2 • SS,000,00l·S2S.000,000

Pl - S25.000,001-$S0,000,000 P4 = SMOR: tlw. $50.000,000

3. Value MclJ1odC� Q • Appra;sal R ... Cost (Reel Esuite Only} s ... Assc:sancn1 T ,., Cash/M<lrl<c:t

Page 7: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

Name o f Person Reporting

Rendell , Marjorie 0

A. •• c Gross valac ZI md Q(

._,;ng p<riod -.period

(1) (2) ( 1) (2)

TJ1>< div. mil. « itll .)

ll. S S. EJ. DuPont de Ncmou11 None

56. 56. Fedenl Na11 Mortgage A$ SOc. B O mdcnd K T

.

51. GeneraJ E J ectric · common stock B Dividend L T

SS. SS. H ospira (spinoff from Abbott Labs) A None

59. 59. Hospira None

60 . 60. Loews lnl, A Dividend K T

61. 61. MeDonalds Corp. A Dividend K T

62. 62. Pepsico Inc.. A None

63. 63. GlaxoSmithKline (form. SmithKlineBcceham ) c Dividend M T

64 . 64 . Spri nt FON Group None

65. 65. Sprint PCS Group A None

66. 66. Wal-Mart S10rcs, !no. Dividend K T

67 . 67. Wells F8lgo & Co. B Dividend K T

68. 68. Baron Growth Dividend K T

69. 69. DFA Tax Mgd US Sm all Cap Value (form . S- A Dividend K T

10 Value)

70. 70. DFA Tax Mgd US MlClwide Value A Dividend K T

71. 71. DFA US Micro Cap (form. 9 ·10 M icro B Dividend K T

72. 72, Dodge & Cox SWek B Dividend K T

A 8 c

D.

Dale of Report

S/1212005

(1) lfoot extmpi from d:iscllnl11'1'! (2) (l) (4 ) ( 5)

TJ1>< ( ..... Date: V•lui: Goin Code2 Code

mergu, °"' I (A· .....,prioo) "'

Sell 02118 K D

Spinoff 04/30 J See VTll

Gift 12/09 l Sec Vlll

Sell 02118 K E

Sell 02/IS K E

Sell 02/I S l D

PanSell 02/IS K E

0211 9 K

PartSell 02/18 l c

D E

C S.. Column Cll u - llool; Volu< v - DIM W - Esainured

. '

FINANCIAL DISCLOSURE REPORT

Page 4 of6

Description ot s ''-"'disiA& (indl.ldi:ngtn1� assccs)

Place •ext after each as.Ktexempt Amo ... (e.g. v�lue v.iuo frompriordisclosure Code 1 Code2 Mctllod

(A·H) (1-l') Codcl (Q-W)

A

57.

A

A

A

A

I. l!KlomcfG3in Cod:s: -s1.ooo or kss -s1,001.12.soo •$2,5<)J.$S,OOO

(See Columns Bl .,d DI) f -SSO,OOl.Sl00,000 G -Sl00,001-Sl,000,000 Ht -s1.ooo,001...ss.ooo.ooo

l. Valite Codes: J •SIS.OOOorka K -Sll,001.SS0,000 L • SS0,001-1100.000

(See Columns Cl and 03) N • 1.250,000.SS00,000 0 -SS00,001.SI ,000,000 Pl • Sl,OOO,OOl·SS,000,000

Trmmccicnlduring rcponina period

ldmti ofbtiy, sett. MoMh- buycrlsdlor

(J-1') (iJ pivak nnstction)

Buy

• SS,001.SI S,000 -s1s.001 sso.ooo

Hl -More tbsft SS,000,000

M -SIOO.OOl-S2S0,000

P2 -ss. 000,001-m.ooo.ooo

PJ -m.000,001..sso,ooo,ooo P4 • SMIJI< tlun $50,000,000

3. Value Mclbod Codes 0 •Apprtisal R • Cost (Rc I Eshuo 0..ly) s •Asscssmem T • Cas211M11rt;c1

Page 8: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

A.

73. 73. first Eagle Ovem:as CLJ

74. 74.Janus Fund

75. 75. Janos Adviser lnl'I Fund

76. 76. Janus Qv....,.. Fund

n. 77. Julius Baer Ind Equi ty

78. 78. Morgan Sianley lnt'I Equity

79. 79. NB Fasciano fund

80 . 80. Royce Opportunity Fund .

81. 81. S chwab Money Market & cash

&2. 82. Sound Sho"'

83 . 83. Wcsu:o"' Mi doo Growth

84. 84. Westcon: Growth Fund

85. 85. Wcstcore Intl Frontier Fund

86. 86. Fede rau:d Short Term Muni Bond Fund

87. 87. Scudder Short Term Muni Bond Fund

88. 88. Shn>der ST Muni Bond Fund

89. 89. DuPont- common stocJc

90 . 90. DFA Tax Mgd U.S. 5-10 Value

A • $1,000 or less B

Namc o f P c:rscn Reporting

Ren<lell. M arjoric 0

B. c. Gross v oJtbC ar Cid of

._,.,, period portl na period

(I) (l ) (I) (2)

r,.. Code I Mc<hod (A .ff) int)

A Dividend J T

A Dividend K T

A None

A Dividend K T

Dividend K T

c Dividend K T

Dividend K T

B Dividend J T

A Dividend L T

c Dividend K T

A Dividend K T

A Dividend K T

A Oivid='ld T

c Dividend M T

A None

c Dividend M T

A Divi dend J T

A Dividend J T

c

..

D.

(I ) II not C:: Xtmp( rmrn ......

(') V alue Goio

buy. sd Code 2 Code mcracr. Day (J · P ) I redemption) "'

Buy 02/18 J

Sell 03123 K A

03124 K

Buy 02/18 K

02/18 K

02118 K

Buy 0 211 8 J

Buy 02118 J

02118 K

02118 ]

B uy 02118 J

Sell 01120 M B

01121 M

D E

CS« Cohum {"2 ) u "" Boot V1liae v .. O:lacr W •Estiimt cd

FlNANClAL DISCLOSURE REPORT Page S of6

VII. INVESTMENTS and TRUSTS

Oc.1cription of Auer.a (includingtrusi aueli)

Pbce: ·cxr aftCS" od .uxs excmpr -prior disdowtt

I. h'°ome.'Qa&I Codes:

(Sec: Columns Bl <11d 04) f • SS0,001.SI00,000 G

Incomedllina

.......... <· Value Vil"° div. ttnt. or Cod• 2

(J.P) Codel (Q.W)

A

A

]

-s1.001..s2.,oo •$2.SOl·SS,000

• $100,001-Sl,OOO.OOO HI • Sl,000,001.Sl,OOO.OOO

2. Value Codes: J •Sl$,00001 le:si K • $1$,00J..$j(),000 L • SS0,001.S 100.000

(Sec Col""'"' CJ w 03) }I • SlS0,000.$500,000 0 •$500,00I.S1,000.r#J Pl • Sl,000,CXll•S$,OOO.()()O

Date of Report

511212005

T""'°"""" dllting ':""nioC period

'r,.pe Cc.i (l) (l) (S)

Dille: tdc:ntiryotMOn1lt- buyerlidler

(A· (ifprivuc trlf'lsacbon)

Buy

Buy

Buy

Buy

Buy

Buy

•SS,001.Sll,OOO • Sll,001.SS0,000

H2 •Ml)fe ltwl S.S,000,000

M .. SI00,001-S'-'°·OOO

P2 • SS,000,001-SlS.OOO.OOO

l'l -s2s,ooo.001.sso.ooo,ooo P4 •SMore char. SS0.000,000

J. Value Mclhod Codes Q •Appt2saJ R •Casa(Rc:ol Esl�te Only) s • Asscssmem T • Cosll,f?\i.tirltc1

Page 9: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

A.

91. 91. Dodge & Cox SIO<k

92. 92. Janus Adviser lnt'I Fund

93. 93. Janus Ove!SCOS Fund

94 . 94 . Fasciano

9 5. 95. MFS Mass lnvesrors Trust

% . 96. Fir.;t Eagle S oGc n Global Class I (fonn SoGen lnt1)

97. 97. Sound Shore

98. 98. Schwab Money Marlcet Fund

99. 99. Wcsttorc Growth Fun d

100. 1 00. Rental propeny in Oceoii City, NJ (2000-$645.000)

A • $1, 000 or lcss B

2

cs.. co1 .... C'2 l u • Book Valut v

Name of Person Reportin g

Rendell, Mujoric O

B.

""'""' pcriod ( 1) (2 )

Type

.. . )

Divi dend

A None

A Di v i dend

Dividend

A None

Dividend

Dividend

A Dividend

A Divi dend

E Rent

c

c.

..,,.,mna period

( I) (2)

I T

I T

I T

I T

I T

I T

I T

0 R

D.

(I) J noc exempt 1roi11 discloSlft

(l) (<) (S) VohJO om

Codc l Code mc:r:gc:r. o., (J-P) I (A-...i.mpdoo) M\

Sell 03123 J A

0 3124 I

Sell 05/1 2 J

Buy 05/12 J

D E

• Otha w • E.scirnatcd

FINANCIAL DISCLOSURE REPORT

Page 6 of 6

Description of AUtu (mciudmg""" assets)

Pbcc -o<Y tiller eadt asset cxcmpl from pri« di-sclosure

Income dming

Amounl (e.g.Code I div. rent ot (A •II)

A

A

A

A

Gross v1lu at end of

Value Value Code2 Mel.had (J.P) CocleJ

(Q-W)

Dale ofRtpon

511212005

Transactions d·Jrin1 reporUng period

(2) Type (!!.g, 0111c: k!.t'Mityofbuy, 1en, Month- bu)'Crlsclk:r

{ifpriva.1e trmAttion)

Buy

A

I. IDOOlnefOlli" Codes: (See Cot.urm1 '81 illld 04) F •S.S0,001...S100,000 0

. Vlllwe Codes: J -SIS,OOOorkss K (See Columns Cl and OJ) N - s2so.ooo.ssoo,ooo 0

Pl • S?S..OOO.OOl·SS0,000,000

1. Value Moecbod Codes 0 •Apprai$ll R

-Sl,001.$2.m

-$100,00l·Sl,000,000

• SIS.(JOl..SS0,000

s sm.001.s1.ooo.ooo

cS2.$0J.SS .ooo HI •Sl,000,00l SS,000,000

L •s.so.001.s100.ooo

Pl -s1,ooo.001-ss,ooo.ooo

• SS,001...$1S,000 • SlS,OOJ.SS0.000 H2 .. Mt1tti th311 SS,000,000

M = s100.001.f"�c.ooo

PZ • SS,000.001-S!S.OOO.OOO

P4 .. SM dian SS0.000,000

•Cost (Rc:il EslateOo.ly) s •Asswmcnl T • Cash/Market

Page 10: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

Name Qf Perso n Reporting Oatc of Rtl)Ort FINANCIAL DISCLOSURE REPORT

Rendell, Marjorie O 5112/ZOOS

(IOOicace �n ofRepor1.) VUI. ADDITIONAL INFORMATION OR EXPLANATIONS

Part V. GIFTS Honorary golf memb<rshiP> with Tomsdale-Frankford Country Club, West Shore Country Club, and Blue Ridge Country Club: 1.f I were to become a member ofthese elub$. Jam certain that initial fees and ongoing fees would be several thousands of dollm hov.'Cvcr, I use lhcsc memberships infrcqucntty. and estimate the value to me, based on use. lO be lessthan a thousand dollan.

Part VII: INVESTMENTS AND TRUSTS

GIFTS -Items at line$ SO, 52, 53, S9 wct'C contributions to the RcndcJJ Charitable Gift Fund (managed by the Schwab Fund for Charitable Giving),

SPIN-OFF -Hospira (!inc 58) was spun off from Abbott laboratories on 4130lo4. All Abbott shan:holdcrs-reccivcd one Hospira share for every ten shares of Abbottcommon slOCk held.

Page 11: Genmnt Act of FOR CLEDR YER 2004 - Judicial Watch or fie Adss 8 . n e ss or the infonnation ota ed in hs Re ... · ·· ,. - .. a,; i I - ."' " , ORT ANT NS· he insucts cmpnying this

__ Date_:;"'-+l-\"'J,_,. 1-( O_.f"" __

INDIVIDUA

FINANC1AL DISCLOSURE REPORT Name or Person Reponina

R"'del Marjofic 0

IX. CERTIFICATION.

Date ofRcpo<1

511212005

I certify that all informatioa 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 ofgifts which have been reported are in compliance with the provisions of5 U.S.C. § 501 et. seq., 5 U.S.C. § 7353, and Judicial Conference regulations.

Signature

NOTE: ANY OWINGLY AND WTLFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY BE SUBJECT TO CIVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS

Mail signed original and 3 additio.nal copies to:

Comm,ittee on Financial Disclosure

Administrative Office of the United States Courts

Suite2-301

One Columbus Circle, N.E.

Washington, D.C. 20544