allan r edgar financial disclosure report for 2009

8/3/2019 Allan R Edgar Financial Disclosure Report for 2009

1/11

I ,w to FINANCIAL DISCLOSURE REPORT n e p o r t R e q u i r e d b y the E t h i c sin Government Act of 2978Roy. 1 /20 .~0 FOR CALENDAR YEAR 2009 (s U.S.C. app. 2f lO1-111)I. Person Reporting (last name. first, middl= inilial) 2 . Co urt or Organiz at ion 3. Date of ReportEdgar, 1L. Al lan Eastern District of Tennessee 0 4 / & t 2 0 1 0

4. Title (Article 111 judges indicate active or senior status; 5a. Report T ) pe (c hec k appropria te ~pe) ~; . R epor t ing Per iodmagistrate judges indicato full- or pml-time)"[--] Nomination, Date 0 1 i 0 1 / 2 0 0 9

District Judge-Senior [] Initial [] Annual [] Final t~1 2 / 3 1 / 2 0 0 95b. [] Amended Report

7. Chamb~ . r s or Office Address 8. On the b~sis of the information c ontained In this Report and anymodifications pertaining thereto, it it., in my opinion, in c omplianc e900 Georgia Avenue, Room 253 with applicable laws and regulations.Chattanooga, TN 37402

R ev iew ing O m c er D ate

I M P O R T A N T N O T E S : The i n s truc ti ons a c com pany i ng th i s f o rm mus t be f o l l owed. C om p le te a l l p a r t s ,checking the NON E box for each part whetyou have no reportable inform ation. Sign on lastpa ge.

I . P O S I T I O N S . ( n ,r o r a , z individual onO ; ,ee pp. 9-I3 of f i l ing instructions. )D NONE (No repor tab le pos i t i ons . )

POSITION N A M E O F O R Q A N I ZA T I ON / E N T I T Y1 . Co-Trustee T RU S T # 12, Trustee T R U S T # 2

I I . A G R E E M E N T S . (Rrportlnglndivld.olonly;srep1x~ O N E ~ o repor t ab le a greem en t s .)

pARTIES AND TE~S -,,,-

2 .


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FINANCIAL DISCLOSURE REPORT N~,me of Person Reporting Date of ReportPage 2 of 1 1 E d g a r , R . A l la n 0 4 / 8 / 2 0 1 0

I I I . N O N - I N V E S T M E N T I N C O M E . (R ,p,r t i ,g lnalv iduotand~pou,e; , ,epr . 17-21~ffilinginstructions.)A. Filers Non-Investment Incom e

N O N E ~ o repor t ab le non - i nv~tm en t in com e . )~ SOURCE A~ ~PE ~COME(yours, not s~s)

I. 2009 Tennessee Consolidated Retirement System $3,768.12

2.

3.

4.

B . S p o u s e s N o n - I n v e st m e n t I n c o m e - If you were married during any portion of the reportlng )~ar, complete this Jectlot~( D o l l a r a m o u n t n o t r e q u i r e d ~ x c e p l f o r h o n o r a r i a . )

[~ NONE (]go r e p o r t a b l e n o n - i n v e s t m e n t i n c o m e . )DATE SOURCE AND TYPE

|.

: 2 .3.4.

IV. REIMBURSEM ENTS -( I n c lu d e s t h o : ~ t o s ~ u ~ e a n d d e p e n d e n t c h i l d r e n , " ~ e e p p , 2J-27 o f f i l i~g Inst r uc t i ons. )

NONE ( No reportable re imbursements . )S _ _ Q U R C E D A T E S L O C A T I O N PI)RPOSE ITEMS PAID ORPROVIDED

I.2.3.4.

5.


3/11

FINANCIAL DISCLOSURE REPORT r ~ , m c o f P e r s o n Reporting Date of Rep0rtPage 3 of 1 1 E d g a r , R . A l la n 0 4 / 8 / 2 0 1 0

~] N O N E ( N o reportable liabilities.)~ DESCRIPTION VALUE CODE

1.2.3.4.5.


4/11

Name of Person Reporting Date of ReportP a g e F I N A N C I A L 4 o f 1 1 D I S C L O S U R E R E P O R T [ E d g a r , I L A l l a n 0 4 1 8 1 2 0 1 0

N O N E (No repor table incom e , a s set s , o r t ransac t iom . )D ~ p l i o n o f A s s ~ Ii Income d~ngm ~ v ~ u r a t r n d T ~ n ~ c t i o n s d u r i n g r p o ~ h g( i n c l u d i n g t m s l a s s ~ ) l r ~ i n g p s r i ~ c f r c ~ a ~ g ~ d o d

(I) [ (2) 0) (2) (0 ( 2 ) ( 3 ) ( 4 )Place "(X)" after ~ch ~t Amount ~ T~r (e.g., Value Value T~e (e.g., D a t e V ~ l u ~ Gainexempt f~m prior discl0~re Code I [ div. , ~L C~2 M~ b u y , s 1 1 , m~d~ C o d e 2 C o d e I buyer/seller( A - H ) o r i n t . ) ( J - P ) C o d e 3 r~rmption) ( J - P ) ( A -H ) (if pri~I~(~ [ t ~ac t lo a)

1 . FSG B~k-C~nooga, ~, TRUSTEESELF-DI~ED I~:2. - Vang~d Windsor II Fund B Dividend L T3. - Harbor International Fund B Dividend M T4. - T R owe Price New Era Fund B Dividend M T

Harbor Capital App. Fund A Dividend L T6. - Vanguard Mid-Cap Index Fund A Dividend L T7. - CGM R eal ty Fund A Dividend K T8. - 1 Shares MSCI Pacific Ex Japan Fund A Dividend K T9. - Fidelity Value Fund A Dividend K TI0 . - Fidelity Contrafund A Dividend K T1 1 . - B~ ndywine Fund N one K T1 2. - Fidelity Fifty Fund A Dividend K T1 3 . - Macquarrie Infrastructure Co. Trust No ne J T

1 4 . - I-shares DJ US. Financial Services A Dividend K T1 5 . l-shares Brazillndex Fd A Dividend J T1 6 , JP Morgan Chase & Co 7.9% Bond A Interest K T1 7 . Merrill Lynch & Co 6.15% Bond A Interest K T

I. lm:ome (3sin Codes: A -$ |,000 or lea B ~ $1 .00 1 - I2 ,50 0 C =$2 ,50 1 - $$,0 0 0 D = $ 5 , 0 0 1 - $ I 5 , 0 0 0 E = $ 1(Se Column~ BI arid D4) F -$50,001 - $100 ,000 ( 3 - $ 1 0 0 . 0 0 1 - $ 1 , 0 0 0 , 0 0 0 1 t 1 - 5 1 , 0 0 0 , 0 0 1 - * z 5 0 0 0 0 . 0 0 0 H 2 = M o r e t ha n2. Value Codes J ,-$15,000 or tess g-$15,001 - 550,000 /"$ 50,001 - $100.000 M - $ 1 0 0 . 0 0 1 - $ 2 5 0 ,0 0 0(See Co| umn~ CI and D3) N - $ 2 5 0 , 0 0 1 - $ 5 0 0 , 0 0 0 O = $ 5 0 0 , 0 0 1 - $ 1 . 0 0 0 ,0 0 0 P I =51,000,001 - $5,000,000 P 2 ~ $ 5 , 0 0 0 , 0 0 1 . $ 2 5 , 0 0 0 ,0 0 0p ] = $ 2 5 . 0 0 0 , ( 2 0 1 - ~ t S 0 . 0 0 0 . O 0 0 p 4 - M o r e t h a n $ 5 0 , 0 ( X i t .0 0 03. Valu~ Method Cod~ Q ~ A . p p r a is a l K - C o s ~ ( R e a l E s l a t c O n l y ) S -Ass~menl " I " = C a s h

(Star Cohmm C2 } U =B ook V alue V =Olher W =Estimated


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FINANCIAL DISCLOSURE REPORT N a m e o f P er s o n R e p o r t i n g D a t e o f R e p o r tPage 5 of 1 1 E d g a r , R . A l l a n 0 4 / 8 1 2 0 1 0V I I . I N V E S T M E N T S a n d T R U S T S - I . . . . ~ 0 value, ,r . . . . , ions (lncJudex ,ho~e of sp . . . . . nd dependem children; seepp. 34-60 of f i l ing instrucl iom.)[ ] N O N E (No reportable income, assets, or transactions.)

A. B. C . D.D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g Gross value at cad T r a n s a c t i o n s d u r i n g r g p o r t i n g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d o f r q 3 o r t i n g p e r i o d(l) (2) O) (2) ( 1 ) (2) (3) (4)P l a c e " ( X ) " a t t o t e ~ h ~ s s e t A m o u n t T y p e ( e . g ., V e , l u Value T y p e ( e . g ., D a t e Value Gain I d e n t i ty o fe x e m p t f r o m p r i o r d i s c l o s m e [ C o d ~ ! d i v . , r ~ n t o C o d e 2 M e t h o d b u y , s e l l , mm/dd/yy C O d ~ 2 C o d e I b ~ y c r / s e l l ~ r(A-B) o f i n L ) ( J - P ) C o d e 3 r~emption) ( J - P ) ( A - H ) ( i f p r i v a t e( Q - W ) t m n s a c t i 0 n )

1 8 . lnt l.Paper Co7.4% B ond A Interest Sold 8 1 1 3 / 0 9 K C1 9 . FSG B a nk 2 . 5 % CD A Interest Sold 01/14/09 L

2 0 . IBM C orp . 7 . 6 25 % Bon d A Interest K T2 I . AT&T Corp. 6.7% Bond A Interest K T22 . Fodtxated Prime Oblig Money Fund B Interest K T2 3 . Staples, Inc. 7.7.5% Bond B Interest K T B uy 04/16/09 K2 4 . Cabot Corp. 5% Bond B Interest K T B uy 09/22/09 K

2 . 5 . Fed Ex Corp. 8% Bond B Interest K T B uy 0 1 / 1 4 / 0 9 K2 6 . Kocbe Holdings 7% Bond B Interest K T B uy 1 2 / 1 9 1 0 9 K

2 7 . Conoco Phillips 5./5% Bo nd B Interest K T B uy 02 . /26/09 K28. Svl. Am. SharesFund (IRA) A Dividend J T2 9 . Schwab Deposit Accounts (IRA) A Dividmd l T30 . V anguard Wind~orl[ Fund (IRA) A Dividend J T3 1 . Artisan Midcap Fund (IRA) A Dividend J T3 2 . Baron G rowth Fund (IRA) No ne J T33. Schwab Total Bond Mkt lndex Fund (IRA) A Dividend J T34. Oakmark Equity Inc. Fund (IRA) A Dividend J T

J. | n co m ~ G a i n C o d e s : A = $ 1 , 0 0 0 o r l e s s B = $ 1 , 0 0 1 - $ 2 ,S 0 0 C = $ 2 , 5 0 1 - $ 5 , ~ D = $ 5 , 0 0 1 - $ 1 5 , ~ E - $ 1 5 , ~ 1 -


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FINANCIAL DISCLOSURE REPORTPage 6 of 1 1 E d g a r . R . A l l a n I 0 4 / 8 / 2 0 1 0

V I I . I N V E S T M E N T S a n d T R U S T S - i ,=r~ , , , , t , , , , . . . . c t i~ n ~ ( ~ n c ~ u d e s t h ~ s e ~ f s p ~ u s e ~ n # d e p e n d e m c h ~ d r ~ n ; s e e p p . 3 4 - ~ ~ f ~ i n g i n s ~ r a c 1 i ~ n s .)N O N E ( N o reportable incom e, assets , or transa ct ions . )

A. B. C. D.D e s c r i p t i o n o f A s s e t s I n c o m e d u r i n g Gross value at end T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d

( i n c l u d i n g t r u s t a s s e t s ) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d(I) (2) [ (1) (21 { I ) (z) !(3) (4) (5 )

P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e ( e . g ., [ V alue V alue T y p e ( e . g , Date j Value Gain l d e n l i t ) o fe x e m p t f r o m p r i o r d i s c l o s u r e Code I d i v . , r e n t , C o d e 2 M e th o d buy, sell, m m /d d /y y C o d e 2 C o d e I b u y e r / s e l l e r( A - H ) o r i n L ) { J - P ) C o d e 3 r e d e m p t i o n ) (l-P) ( A - H ) ( i f p r l w I e( Q - W ) t r a n s a ~ : t i o n )

35. First Bank PR 3.7% CD A Interest Redeemed 10 /16/09 K36. Landus Intl. Fund A Dividend J T37. BMW B ank 1.8% CD A Interest K T B uy 1 1 1 0 7 1 0 9 K38. Fidelity Cash Reserces Fund (IRA) A Interest J T39. Fidelity Contrafund (IRA) A Dividend J T40 . Spartan Total Market Index Fund (IRA) A Dividend J T41 . FidelityDiv Intl Fund (IRA) A Dividend J T42 . Fidelity Balanced Fund (IRA) A Dividend J T43. Fidelity Short Term Bond Fund (IRA) A Dividend J T Sold 11 /16/09 J(part)44, Fidelity Overse~ Fd (IRA) A Dividend J T45. Fidelity Growth Discovery Fd (IRA) A Dividend J T46 , Fidelity Strategic lnc.Fd A Dividend J T B uy 11 /16/09 J4 7 . T I AA -C P, .E F Re t ir em e nt Fund A Dividend K T48. T R U S T # l :49. - Fidelity Municipal Money Market Fund A Dividend J T50 . - Ford Motor Credit 5.8% A Interest Redeemed 10/28/09 J51. - Fed N atl Mortgage 5.2 5% N one R edeem ed 01 /12 /09 J

1. Income Gain Codes: A " 5 I , D 0 0 o r l e s s B -$1,00 1 - 52 ,50 0 C ~ 52 ,50 1 - $5,00 0 D-$5,001 - $15,000 E ~ $ 1 5 , 0 0 1 - $ 5 0 ,0 0 0(Sc Columr~ B I and D4) F - ~ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 G = 5 1 0 0 , 0 0 1 - $ 1 ,0 0 0 , 0 0 0 H I -5 1,0 0 ~,0 0 1 - $ 5,0 (~ ,0 0 0 H 2 -Mo rn t han2. Value Cod~ J ~ I 5 , 1 ) 0 0 o r l e s s K ~ $ | 5 , 0 0 1 - $ 5 0 . 0 0 0 L -5S0 ,0 01 - 510 0 ,0 00 M -51 0 0 ,0 0 1 -(See Columns CI and D3) N - $ 2 ~ 0 ,0 0 1 - 5 5 0 0 . 0 0 0 O -$500,001 , 51,000,000 P I - $ 1 , 0 9 0 , 0 0 1 - 5 L O 0 0 , 0 0 0 P 2 - $ 5 , 0 0 0 , 0 0 1 -P ~ - $ 2 5 , 0 0 0 , 0 0 1 - $ 5 0 , 0 0 0 , 0 0 0 P4 ~M~ than( S c C o t u n ~ C 2 ) U - B o o k V ~ l tn : V - 0 " , h e r W = E s ~ i m a le d


7/11

FINANCIAL DISCLOSURE REPORT N , , m . o f P . . .. a . p o ~ t i ~ gP a g e 7 o f I 1 ~ d g , ~ , ~ A l l a n ~ / 8 / 2 0 1 0

VII. INVESTMENTS and TRUSTS - ~,~o~,, ~,~,,.t ..... ~ o , , ancludes those of spo use and dtpena~t ~i lar~: s e e p p . J 4 ~ O of filtng~ ~o reportable incom e, as sets , or trans act ion . )ONE

A. B . C. D.D e s c r i p t i o n o f A s s e l s I n c o m e d o t i n g G r o s s v a l u e a l ~ d T m ~ c t i o ~ d ~ n g r ~ n m g( i n c l u d i n g t ~ s t a s s r ~ ) r ~ R i n g p e r i o d o f ~ n l n g p e f i ~(1) (2}I) {2) (1) (2) (3) (4) ~ (S)P I ~ o " ( X ) " a ~ e r c s c h ~ c l ~ m o u n t T ~ ( e . g . , Value~ V a l ~ c T ~ ( e . g . , D a t e V a l ~ e Gain~ I d e n f i t y o fe x e m p t f r o m p d o r d i s c [ m a ~ C o d ~ [ div,, ~rn~~ r 2 Mc~od buy, sell,~y C o d e 2 C o d e I( A - H ) or in~) (J-P) C o d e 3 ~ d e m p t i o n ) (I-P) ( A - H ) (if priv~e

( Q - W ) ~= ~ i ~)

5 2 . - U n i o n T a n k C a ~ 7 . 4 5 % A I n t ~ e s ~ R e d e e m e d 0~I/09 K

5 3 , - G r e a t L a k ~ C h e m 7 % A I n t e r e s t ~ T

5 4 . - A b i f i b i - C o n s o l 7 . 8 7 ~ % N o n e J T5 5 . - F o r d M o t o r C r e d i t 7 , 3 7 5 % A I n t e r e s t R e d e e m e d I 0 1 2 8 / 0 9 J5 6 . - G c n M o t o r s A c e 7 . 7 5 ~ A l n ~ e r e s ~ J T

~ 7 . - C i z i g ~ o ~ 6 . 5 % A I n t e r e s t K T

5 8 , - J P M o r g ~ 6 . 7 5 % A I n t e r ~ t K T

5 9 . - C ~ d i n a l H e a l t h 6 , 7 ~ % A I n t e r e s t ~ T

6 0 . - B o e i n g C a p 6 . 1 % A I n t e r e s t J T6 1 . - A m H o m e P r o d 6 . 9 % A I n t e r e s t J T

6 2 . - M o z E a n S m n l ~ y 6 . 7 5 ~ A I n ~ e r c s t 3 T

6 3 . - C a t c ~ i l l a r I n c . 6 . 5 5 % A I n t e r ~ t J T6 4 . - H o ~ c l F o o d s 6 . 6 2 5 % A I n l c r c s t J T6 5 . - O c e a n ~ e r g y 7 . 2 5 % A I n ~ e r r s t ~ T6 6 . - F o ~ d M o t o r C z r d i t 7 . 2 5 % A I n t e r e s t K T

6 7 , - H o n c ~ v e l l I m 1 6 . 1 2 5 ~ A I n ~ c r c s ~ ~ T6 ~ . . L e h m a n B r o s 6 . 6 2 5 % N o n e 3 T


8/11

N a m e o f P e r so n R e po r t ing I Date of l~.ept~rlFINANCIAL DISCLOSURE REPORT ~ar,R. AllanI

04/8/201 0P a g e 8 o f 1 1V I I . IN V ESTM EN TS and TR U STS - t~c .... ~ . o , r ..... fleas (Includes those of sp ouse and dependent eMIdren: see pp. 34-60 of fili,~g tnstruaions.)[ NONE (No reportable income, assets, or transactions.)

A, [ B. C. D,Description of Assets I Income du r ing G ro~ s value at end T ransac tio ns during repo rting perio d(including m ~ s t a s s e t s ) [ reporting period of reporting period](1) [ (2) [ (l) , (2 ) (I) :~ (2)(3)I Dale Value Gain I ldenfi tyofPlace "(X)" ~tflet each asset A m o u n t I T~ (e.~, va~u~ Wa|ue " r ~ , r , ~ ( e . g . , ~ i m m / d d ! y y Code 2 Code 1 ] buyer/sellerxempl f rom pr ior d isclosu re Code I [ die.. rent, Code 2 Method buy, sell,(A-H ) or int .) (.Lp) Cock~ 3 redemption) (J-P) (A-H ) (if priv ale

( Q . W ) ~ t r a n s ~ ~ o n )6 9 . - G eneral Electric Cap 6% A Interest J T7 0 . - B ankofAmerica4.875% A Interest J T7 1 . - Boise Cascade 7.35% A Interest J T7 2 . - U STreasury 8.125% A Interest J T7 3 . - WalMart 7.55% A Interest K T7 4 . - Spartan Total Market Index Fund B Dividend M T7 5 . . Fidelity Die lntlFund A Dividend K T7 6 . - Fidelity 500 Index Fund A Dividend K T7 7 . -Fidelity Mega Cap Fd A Dividend J T7 8 . First ReglBk Cali3.7%CD N o n e K T7 9 . First Bk PR Santurce 3.7% CD A Interest Redeemed 10 /16/09 L8 0 . B a r c l a y s B k D e l . 2 .8 % C D None L T Bu y I 1 /0 3 1 0 9 L8 1 . F i r st C h i c a g o B k 2 . 0 % C D A I n t e r e s t K T Bu y 0 8 / 0 5 / 1 Y ) K8 2 . T R U S T # 2 :

8 3 . - V anguard Pacificlndex Fund A Dividend J T8 4 . - V a n g u a r d E u r o p e a n I n d e x F u n d A Dividend J T

8 5 . - V a nguard T otal S to ck Market In dex Fund A D iv id en d K T

1. Income Gain Cod~: A -$1.0~, or k~s B - $ 1.001 - $ 2 .500 C ~$2.501 - .~ .DO0 D ~$ 5 , 0 0 1 - $ 1 5 . 0 0 0 I ~ " $ 1 5 , 0 0 1 $ 5 0 , 0 0 0(Se e C olu mn l B I ~ nd IM ) f -$ 50 ,0 0 1 - $ 10 0 ,0 0 0 G = $1 00 . 0 0 1 - $ I , O O O . 0 00 H I = $ I . { X ~ O ,0 0 1 - $ 5 .0 00 . 0 0 0 H2 =Marc Ih~x

2 . V a l ~ ~ C o d e s J ~$15,00~ or Itss K ~ $ 1 5 , 0 0 1 - $ 5 0 .0 ~ 0 L ~$50.001 - $100.000 M ~ $ 1 0 0 , 0 O l - $ 2 5 0 ,0 0 0(See Columns CI and D3) N - $ 2 5 0 . 0 0 1 - $ 5 0 0 . 0 0 0 O -5500.001 - $1,0~,000 P I -$ 1. 00 0 .0 0 1 - $ 5,0 0 0 ,0 0 0 P 2 =$ 5. ~0 0 ,0 0 1. $2 5,0 0 0,0 0 0P] -$25,000,001 $50,~0,000 P4 -Mot than $50,000.0003. Value M~hod ~ Q ~ A p p r a l , s a l R ~ C o s l ( R e a l E s l a t O n l y ) $ ~ A ~ s e s s m ~ . n t T ~ C a s h M a r k l ~

(Sc~ Column C2) U = B o o k V a t u ~ V ~ ~ O t h ~ r W ~Estirnm~l


9/11

FINANCIAL DISCLOSURE REPORTPage 9 of 1 1 rdaar, R . A I a . o 4 m 2 o ~ oV I I. I N V E S T M E N T S a n d T R U S T S - i , , . . .. . . I ~ e , t ...... tions (Includes those of spouse and dependent children; see p p . 3 4 . -6 0 of f i l ing instructions . )

N O N E ( N o reportable income, as sets , or t ransact ions . )A. B. C, D.Description of A~sets Income during G ross value at end Tmmactions during reporting period

(including trust a~ et~ ) reporting period of reporting period(I) ] 2) (I ) (2 ) 0) C2) ] (3) (4) (5 )Place "(X )" af ter each asset Amount t Type (e.g., Value Valu e Type (e .g . , Date I Value Gain Ideat l ty ofCode I ] div., rent, Method mm!dd]yy Code 2 Code 1 buy er!sellerxempt from prior disclosure Code 2 buy , sell,(A-l!) or int .) (J-P) Code 3 redempt ion) [ (J-P) (A-H) (if private(Q-W) i transaction)

86 . - Vanguard Prime Money Market Fund A D i v i de nd J T

8 7 . - Vanguard Short Term Bond Index Fund A Dividend J Tgs . - T Rowe Price New Era Fund A Dividend K T8 9 . John !tancock Universal Life Insurance B Interest K TPolicy

9 0 . Regions Bank 3.44% CD A I n t e r e s t Redeemed 0625/09 K9 1 . Regions Bank 3.44% CD A Interest Re de e me d 0 6 / 1 1 / 0 9 J9 2 . SunTrust Bank-Accounts (x) A I n t e r e s t K T

I, Income Gain Code~: A

{ Se e C o l u m n ~ ) O "B~k Vatuc V ~ W =Emimal~


10/11

!FINANCIAL DISCLOSURE REPORT I N a m e o f P e r , o n R e p o r l i n g D a t e o f R e p o r tPage 10 of 11 I ~d~=r, R. An=n o 4 / ~ 2 O l O

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS. a, zi~,,r=r, oynepo,,)

PARTS I AND VII --The listed trusts are ] trusts for the benefit of a memberof:. ft..I am Co-Trustee of TRUST #1, and Trustee of TRUST


11/11

FINANCIAL DISCLOSURE REPORT s ~ . o f P , ~ , o a a e ~ , o c t ~ , ,~ [ n ~ t . o t a o p o .Page 1 1 of 11 Edgar, a. A l l a n

I0 4 / 8 / 2 0 1 0

IX . CERTIFICATION.I certify that all Information given above (including information pertaining to my spouse and minor or dependent children, If any) Isaccurate, true, and complete to the best of my knowledge and belief, and that any information not reporled was withheld because It met applicable statutoryprovisions permitting non-disclosure.I further certify that earned income from o utside employ ment and honoraria and the acceptance o f gifts which have been reported are incompliance with the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

Signaturet

N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y FA L S IF IE S u t~ e ~ t t ~ t t ~ r t be , i t ~ 3 K ~ r t ~ t t l ~ t A x ~ 5 U l ~ d l ~ U l 1 t ) L I V | LA ND CRIM INA L SA NCT IO N S (5 U . S . C. a pp . 1 0 4 )

FILING INSTRUCTIONSMail signed original and 3 additional copies to:

Committee on Financial DisclosureAdministrative Office of the U nited States CourtsSui te 2-30 1One Columbus Circle , N .E.W ash i ng ton , D. C. 20 5 44

allan r edgar financial disclosure report for 2009

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