William B Berger
U.S. Marshal, Middle District, Florida
Observations
- Millionaire
Estimated Net Worth
- $2.6 M - $6.8 M
Salary
- Unknown
Records
- OGE Form 278t (09/23/2024)
- OGE Form 278t (09/03/2024)
- OGE Form 278t (08/22/2024)
- OGE Form 278t (08/14/2024)
- OGE Form 278t (08/08/2024)
- OGE Form 278t (07/18/2024)
- OGE Form 278t (05/29/2024)
- OGE Form 278t (05/21/2024)
- OGE Form 278t (05/16/2024)
- OGE Form 278t (12/05/2023)
- OGE Form 278t (11/29/2023)
- OGE Form 278t (07/27/2023)
- OGE Form 278t (06/21/2023)
- OGE Form 278t (05/02/2023)
- OGE Form 278t (05/10/2022)
- OGE Form 278t (04/26/2022)
- OGE Form 278e (04/20/2022)
- OGE Form 278t (04/19/2022)
- OGE Form 278t (01/03/2022)
- OGE Form 278t (11/18/2021)
- OGE Form 278t (11/15/2021)
- OGE Form 278t (08/10/2021)
- OGE Form 278t (07/12/2021)
- OGE Form 278t (07/06/2021)
- OGE Form 278e (04/22/2021)
- OGE Form 278t (11/17/2020)
- OGE Form 278t (08/28/2020)
- OGE Form 278t (07/16/2020)
- OGE Form 278t (06/18/2020)
- OGE Form 278t (06/10/2020)
- OGE Form 278t (06/03/2020)
- OGE Form 278t (05/20/2020)
- OGE Form 278t (05/12/2020)
- OGE Form 278t (04/28/2020)
- OGE Form 278e (04/15/2020)
- OGE Form 278t (04/09/2020)
- OGE Form 278t (03/31/2020)
- OGE Form 278t (02/14/2020)
- OGE Form 278t (01/15/2020)
- OGE Form 278t (01/15/2020)
- OGE Form 278t (11/21/2019)
- OGE Form 278t (11/07/2019)
- OGE Form 278t (08/02/2019)
- OGE Form 278t (07/08/2019)
- OGE Form 278e (04/30/2019)
- OGE Form 278t (11/26/2018)
- OGE Form 278t (06/19/2018)
- OGE Form 278t (05/11/2018)
- OGE Form 278e (05/04/2018)
- OGE Form 278t (09/25/2017)
- OGE Form 278t (09/12/2017)
- OGE Form 278t (09/05/2017)
- OGE Form 278t (07/05/2017)
- OGE Form 278t (07/05/2017)
- OGE Form 278e (04/18/2017)
- OGE Form 278t
- OGE Form 278t
Financial Disclosure Details - OGE Form 278e (04/20/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Miami Fire and Police Retirement Trust defined benefit (value not readily ascertainable) | Retirement Payments (monthly) | $2,000 | |
2 | Palm Bay Police and Firefighter Pension Fund (defined benefit - value not readily ascertainable) | Retirement Payments (monthly) | $1,600 | |
3 | North Miami Beach Police Pension (defined benefit - value not readily ascertainable) | Retirement Payments(month y) | $5,900 | |
4 | ICMA RHS Premier Services Program (457 account through Palm Bay Police) | |||
4.1 | Vantagepoint Milestone 2015 | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Miami Fire and Police Retirement Trust | Miami , Florida | I will continue to participate in this defined benefit plan. | 1/1974 |
2 | North Miami Beach Police Pension | North Miami Beach, Florida | I will continue to participate in this defined benefit plan.. | 11/1989 |
3 | Palm Bay Police and Firefighters Pension Fund | Palm Bay, Florida | I will continue to participate in this defined benefit plan. | 4/2004 |
4 | ICMA RC account through the city of Palm Bay | Palm Bay, Florida | I will continue to participate in this defined contribution plan. The plan sponsor has not made further contributions since my separation. | 4/2004 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Intel Corp | $1,001 - $15,000 | None (or less than $201) | |
2 | BHP Billiton LTD ADR | $1,001 - $15,000 | None (or less than $201) | |
3 | Boeing Co | $1,001 - $15,000 | None (or less than $201) | |
4 | Merrill-Lynch Bank Deposit Program (cash account) | $250,001 - $500,000 | None (or less than $201) | |
5 | MetLife Performance Premier B Class Qualified IRA | |||
5.1 | American Funds Global Capitalization Fund | $50,001 - $100,000 | $201 - $1,000 | |
5.2 | Fixed Interest Account | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
5.3 | Harris Oakmark International Portfolio | $50,001 - $100,000 | $201 - $1,000 | |
5.4 | JPMorgan Core Bond Portfolio | $50,001 - $100,000 | $201 - $1,000 | |
5.5 | Metlife Mid Cap Stock Index Portfolio | $50,001 - $100,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | New England Life Insurance CO (Annunity- Met.life) | Sale | 06/28/2021 | |
2 | New England Life Insurance CO (Annunity- Met.life) | Sale | 06/28/2021 | |
3 | Jackson Advantage Variable and fixed Annunity | Purchase | 06/28/2021 | |
4 | Allstate Corp (ALL) | Purchase | 08/09/2021 | $1,001 - $15,000 |
5 | SPDR S&P Biotech ETF (XBI) | Purchase | 12/16/2020 | $1,001 - $15,000 |
6 | Allstate Corp Del Com | Purchase | 12/16/2020 | $1,001 - $15,000 |
7 | CSX Corp. (CSX) | Purchase | 12/16/2020 | $1,001 - $15,000 |
8 | Costco Wholesale Corp. (COST) | Purchase | 12/16/2020 | $1,001 - $15,000 |
9 | McDonald's Corp. (MCD) | Purchase | 12/16/2020 | $1,001 - $15,000 |
10 | Johnson & Johnson (JNJ) | Purchase | 12/16/2020 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 3 | cola increase |
2 | 4 | Health care reimbursement investment |
6 | 4 | Increase in value due to sale of homestead. |
6 | 5.11 | Formerly Davis Venture. |
6 | 6.13 | Formerly WMC Core Equity Opportunities Portfolio. |
6 | 7.1 | Filer inadvertently left off earlier forms. |
6 | 10 | Filer inadvertently left off prior forms. |
6 | 40 | Replaced Met Life Annunity |
7 | 1 | The following 8 items listed below in this form are from Part 6 of 2021 annual form, line 5. Sold all holdings of annuity listed in lines 5.1 to 5.8 of 2021 annual form. |
7 | 2 | The following 8 items listed below in this form are from Part 6 of 2021 annual form, line 5. Sold all holdings of annuity listed in lines 5.1 to 5.8 of 2021 annual form. |
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