xavier rodriguez financial disclosure report for 2009

8/3/2019 Xavier Rodriguez Financial Disclosure Report for 2009

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, ~ o ~ o FINANCIAL DISCLOSURE REPORT U ~ v o ~ t R e q u i r e d b y th e E t h , c ain Government Act of 1978

g ~ , . t / 2 o t o FOR CALENDAR YEAR 2009 (5 u.s. c. a ~. ~ tot-tit)

I. Person Rep orting (last name, first, middle initial) 2. Courl or Organization 3. D ate of R eport

Rodrigucz, Xavier Western District 0fTex~ 04/|3!2010

4. Title (A rticle I11 judges indicate active or senior status; 5a. Report Type (check appropriate type) 6. Reporting Periodmagistralejudges indicate full or p art-time)

[] Nomination, Date 01!01/2009District Judge- Active [] Initial -I.z_.l]7[A n n u a l [] Final

to12/31/2009

f i b . [ ] Amended Repor t

madiflc,tion$ pertaining thereto, it is, inm yopinion, in compliance655 E. Durango Blvd. with applicable laws and regulations.San Antonio, Tex~ 78206

Reviewing Officer Date

IMPO RTANT NOT ES: The instructions accompanying this form tnust be followerL Complete all parts,checking the NONE box for each part where you have no reportable information. Sign on lastpage.

[] N O N E(No reportable positions.)

PQSITION NAM E OF ORGAN!~ATION!ENTITY

I. Board Member Federal Ba~ Association, San Antonio Chapter

2. B oard M em ber Inns o f Court, William S. Sessions Inn

3. R e g e * * t Texas Lutheran University

I I . A G R E E M E N T S .t ~ ; o . i . xindividual only; see pp. 14-16 of lTllng irtstrucdons.)

(No reportable agreements.)

D AT E PAKTIES AND TERMS

I.


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FINANCIAL DISCLOSUREREPORT

[ Rodrig .... Xavierage 2 of 8 0 4 / t 3 ~ O l 0

1 1 1. N O N -I N V E S T M E N T I N C O M E .(Reporting i n d i v id u a l a n d s p a u s t ;See p p . 1 7 - 2 4afjiling irtltruction&)

A. Fliers Non-Investment Incom e

NONE (Noreportable non-investment income.)

D AT E(yours, not spouses)

I. 2009 U niv. o f T exas a t San A ntonio - teaching $3,090

2. 2009 St. Mary~Univ.School of Law - teaching $5,000.00

3.

4.

B .S p o u s e s N o n - I n v e s t m e n t ]ncom e - If you w ere married during anX l, O rlion of the reparting year, com plete thi~ ~ectior~(Dollar amount not required e_rcept for honoraria.)

--] N O N E(No reportable non-investment income.)

D AT E SOURCE AND TYPE

1. 2009 Judson I.S.D. - Teacher

2.

3.

4.

IV. REIlVlBU RSEMENT S(Includes those to $pou~c and dependent children; See ppl 2J-2] oJfiling i~t~*ttions )

~ N O N E(No rTortab& reimbursements.)

~ ~ LOCATION P U R P O S E ITEMS PAID OR PROVIDED

I. State Bar ~t lex~ Janua~ 22, 2009 San Antonio, Tex~ Deliver CLE speech parking

2. Sandpiper Pawners LL C April 14, 2009 Dallas , Texas Deliver CLE ~ech aiffare, taxi ~d parking

3. State Bar of Texas April 24, 2009 Amtia, Texas Attend State Bar Co~. mileage, meals and parkingm~ting

4. Am erican Bar A ssociat ion May 16 & 17 , 2009 A~stin, Tex~ Deliver CL Espeech mileage, hotel and meals

5. State Bar 0t 1 exa~ May 21, 2009 I Iouston, Texas Dcl~ver CLE speech ai~hre, mileage and t~arking

6 State Bar of ~exas October 8 & 9, 2009 A~stin, Texas Attend State Bar Cotton. mileage, meal and hotelmeet ing


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FINANCIAL DISCLOSURE REPORT N .... fP ... . . R e p o r t in g D a te o f R e p o !!

Page 3 of8 ~ o ~ i ~ , , ~ , ~X a v i e r 0 4 1 1 3 ~ 2 0 1 0

7 . State Bar of Texas October 24, 2009 A ustin, T exas A tten d Sta te Ba r C om m m ile ag e an d luuchm tg

8. Austin Intellectual Property November 13, 2009 Austin, Texas A ttend meeting hotel and mealLaw A ssoc.


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IN... fr .....~ , p o r, ~ . :

[ o ,, e o r a ~ v o r ,1

P a g eF IN A N C I A L 4 o f 8 D IS C L O S U R E R E P O R TI Rodriguez, Xavier 0 4 1 1 3 1 2 0 1 0

V. G I F T S .a~ a~ a~ , ,o ,o to , , . . . .. . adepe~de.t c h i l d r e .; S e e p p . 2 ~ S lof fillng ins,rumor)

NONE ~oreportable g~s.)

~ DESC~PT1ON ~

1 .

2.

3.

4.

5.

V I . L I A B I L I T I E S .o,~.a,, ~, o~o,~ ,.~ u,p,.a~,, ,~u,~,; ~ ~. ~ .~ ,f ~ti, x ~,,~)

N O N E ~ oreportable liabilities.)

CREDITOR DgSC~PT!~N VA L U g C O D E

1 .

2.

3.

5.


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F IN A N C I A L D I SC L O S U R E R E P O RTr~ . . . . [P ..... e p o r t i n g [ D a t e o f R e p o r tPage 5 of 8 Rodriguez, Xavier

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04113/2010

VII. IN VESTM ENT S and TRUSTS -i,, ........ t ~ o , m , , u , c n o , a ,a n c t , z~ s t h u s , o / s r o . .. .. depend, me children;s e e p p . 3 4 - 6 0 o f f i r in ginstructions.)

NONE (Noreportable income, assets, or transactions.)

A ~ a. ] c. [ D .D e s c r i p l lo n o f A s s e ts [ In c o m e d u r in g G ro ss v a lu e a t e n dI Tr a n ~ c f i o n s d m h n g r e p ~ l in g p e r i o d( i n c l u d i n g t n a s t a s s e t s ) ~ing period o f r e p o t t i n g p e r i o d

I (i) ] {2) u) 1 (2) ( i ) (~ 0~- I ~) ~ ~P l a c e " ( X } " a f t e r e a c h ~ s e t ] A m o u n t ITy p e ( e . g . , Va l u e I V a lu e T y p e (e .g .,] Date Value Gain l d e n t i l~ o f[ m m / d & y yC od e 2 C o d eI I ~ y e r / s e l l e r

( I .P) i C o d e 3 r e d e m p t i o n )t (JP) ]

( i f p r iva te

L( Q - W ) : i

~ [ t r a m a c t i o n )

I. Fidelity IRA Baron Growth A Dividend J T

r 2 . Fidelity IRA Equity Income A Dividend K T

I 3 . Fidelity IRA Government Income A Dividend J T

4. Fidelity IRA Low Priced Stock A Dividend J T

5. Fidelity IRA Mid Cap Stock A Dividend K T

6. Fidelity IRA Puritan A Dividend J T

7. Fidelity IRA Intermediate Bond A Dividend L T

8. Fidelity IRA Oakmark Equity Income A Dividend J T

9. Frost National Bank Market Index A I n t e r e s t J T

1 0 . Frost National Bank A I n t e r e s t K T

1 1 . Am crican Balanced Fund A Dividend K T

12 . American Balanced Eund- 529 A Dividend M T

13 . Fidel ity IRA FBAL X A Dividend K T

14 . Fidelity IRA lntl Discovery A Dividend J T

15 . Fidelity IRA Contrafund A Dividend K T

1 6 Fidelity IRA Quanitative Emerging MarketsA Dividend J T

17 . Teacher Retirement System of Texas A Dividend J T


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F IN A N C I A L D I SC L O S U R E R E P O RTr ~ . , ~ o r ~ . . , . o . a . p o ~ , ~ . gPage 6 of 8 Rodriguez, Xavier 04/I 312010

V I I. I N V E S T M E N T S a n d T R U S T S- i ........ ~,, t ...... 6o~ anclud~ those of sp ..... d dependent childr ...... pp. 34-60 of filing i ...... long)

N O N E (N oreportable income, assets, or oansactions.)

Description ofA s s e ~ ~ Income d~g Gross value at end Transitions dufng te~ning(including ~t n~et~) reining ~riod of reining pe~od

T~ (e.g., IdentiD ofexempt from prior disclosu~ C~e I [ ~v., ~nt, . Code 2 ] Met~ buy, ~11. ~ mnddfyy ] C~e 2 C~e I buyer/seller

~ (A-~ : or~t.) (J-P) : C~e3 redemption) [ [ (L](J-P} (A-~ [ (~fpnvat

[ 18. Firstmark A Interest J

19 . Royal~ Interest, Lavaca Count, Texas A Royalty J T

20 . Fidelity 1~ Leverag~ Co. St~k (X) A Dividend K T

2 1 . Fidelity IRA Strategic Income (X) A Dividend K T


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Name of Person Reporting Date of ReportINANCIAL DISCLOSURE REPORTR o a ~ g u e z , X a ver 0 4 f 1 3 / 2 0 1 0age 7 of 8

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.


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FINANCIAL DISCLOSURE REPORT ~ . . . .f r e . . . .~ , p o r t i . ~ [ D . ~ , o r R ~ p o r,Page 8 of 8 a o d r i e u e z ,X a v i e r

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IX. CERTIFICATIO N.

! 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 reported was withheld because it met applicable statutoryprovisions permitting non-disclosure.

I further certi fy that earned income from outside employment and honoraria and the acceptance of 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.

NOTE: ANY INDIVIDUA L WH O KNOWINGLY A ND WILFULL Y FAL SIFIES OR FAL LS TO FILE "Fil ls REPORT MAY BE SUBJECT TO CIVILAND CRIMINA L SANCT IONS (5 U.S.C. app. 104)

FILING INSTRU CTIONS

Mail s igned original and 3 addit ional copies to:

Com mittee on Financial DisclosureA dm inislrative Office of the U nited States CourtsSuite 2-301One C olumb us Circle , N.E.Washington, D.C. 20544

xavier rodriguez financial disclosure report for 2009

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