samuel h mays jr financial disclosure report for 2009

8/3/2019 Samuel H Mays Jr Financial Disclosure Report for 2009

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i : : : ~ : : > a~i:tO.~ ; ~ : : i : : . - - ~ FINANCIAL DISCLOSURE REPORT R e p o r t R e q u i r e d b y t h e E t h i c sin Government Act of I978:,.,,, , R ~ : . l ~ c 2 b ) : ~ . : ~ . . FOR CALENDAR YEAR 2009 (5 u . s .c , app . lO1-11 1)I . Pe r son Repo r t ing ( l e s t name , f i r s t , m idd le iu i t iM) 2 . Cour t or Organiza t ion 3 . Da te o f Repor tMa ys , J r . , S a m ue l H. U. S . D i s t r i c t C o u r t , W. D . T N 05/13/2010

4 . T i t l e ( A r t i c le I I I j u d g e s i n d i c a t e a c t i v e o r s e n i o r s ~ a v a s ; S o . R e p o r t T y p e ( c h e c k a p p r o p r i a t e ty p e ) 6 . Repor t ing Per iodmagistrate judges indicate flail- or pad-time) [ ] N o m i n a t i o n , D a t e 01/01/2009U ni t e d S t a t e s Di s l y i c t Judge - A c t i v e [] Initial [] A n n u a ! [] Fiaat to12 /31/20095 b . [ ] A m e n d e d R e p o r t7 . C h a m b e r s o r O f f i ce A d d r e s s g . On the b as i s o f the in fo rmsf ion con ta ined in th i s Repor t and anymodifications pertaining thercto~ it Is , in my opinion, in compliance

] 6 " / No r th M a i n S t r ee t with appl icable laws and regula t ions ,Suite 1111M e m p h i s , T en n e s s e e 3 8 1 0 3 Reviewing Of f ice r D a t e

I M P O R T A N T N O T E S : Tt, e instructions accompanying this form mast be followed. Complete all parts,checking the NONE box for euch pa rt where you have no reportable in format ion . Sign on last page.

~ N O N E (No reportablepositions.)P O S I T I O N NAME OF ORGANIZATION!ENTITY

1 .2,3.

N O N E ~ o reportable agreementsOC ~ l

DATE P~TIES A~ TE~St . 2000 State of ~ Conso l i~d Rmir~ent Sys~m-ves~d in foyer employer s ret i rement plan, no control


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FINANCIAL DISCLOSURE REPORTPage 2 of 7 M ays, J i., Sam uel H . 05 /13 /2010

I I I. N O N - I N V E S T M E N T I N C O M E . ~R~porti.g i.dZ.~..l ~.~ ~o.,~; ~,. n,. ~m4 of fding i~tructio~.)A. Filers N o n - I n v e s t m e n t I n c o m e

N O N E ~ o reportable non-investment income.)D A T E SOURCE AND TYPE INCOME~ o u ~ , n o t ~ o ~ s )

1 . 2009 S ~ t e o f ~ C o n s o l i d a te d R e t ir e m e n t S y s te m , i n c o m e ~ o m s t a te $7,493 .00r e t i r e me n t p l ~2.3.4~

B . S p o u s e s N o n - I n v e st m e n t In c o me - If you were married during anyportion of fh reporting year, complete this section.(Dol lar amou nt ~ot required except for honorar ia . )

N O N E ( N o r e p o r t a b l e n o n - i n v e s tm e n t i n c o m e . )D A T E SOURCE AND TYPE

I.2.3.4.

IV. R E I M B U R S E M E N T S - transportation, lodging, food, e . t e r t a i n m e n t .( includes tho se to spou s~ and d~p enden t ch i ldren; see pp , 25 -27 o f f i l ing i~ t~ct iom . )

N O N E (No reportable reimbursements.)SO~CE ~ L O C A T I O N pU~OSE ITEMS P~D OR PRO~.DED

1 .2.3.4.5.


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FINANCIAL DISCLOSURE REPORT N a m e o f P e r s o n R e p o r t i n g D a t e o f R e p o r tPage 3 of 7 M ays, Jr., Sam u el H . 05 /13 /2010

[~ N ON E ( N o reportable gifts.)SOURCE DESCRIPTION VALUE

I.2.3.4.5.

V I . L L A B I L I T I E S . anctuaes t t~ose ofs , ouse a n d a ~ p e .a e m c h ~ r e n ; s e e p p . ~ 2 - ~ o f f i li n g i n s t , u c t i o n s . )~ N O N E ~ o reportable liabilities.)

C~DITOR DESC~TION VALUE CODE1 . Ba~ of ~efica ~ns~er Debt K2. ~efican Express Company C o n s m n e r D e b t K3.4.5.


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N a m e o f P e r so n R e p o r t i n g D a t e o f R e p o r tFINANCIALDISCLOSURE REPORT[ M a y s , J r . , S a m u e l H . 05 / t 3 / 2 010Page 4 of 7

V I I . I N V E S TM E N T S a n d TRUSTS - i~o~,, ~t.,,N O N E ~ o r~o~able income, ~sets, or transactions.)

A. B. ] C. .............. D.Des cr ipt i on of A s s e~ I ncome dur ing ~ O r o ~ v a l u e a t ~ d T ~ a c t io n s d u ~ n g m ~ i n g ~ 6 o d( i n c l u ~ n g ~ t a s s e t s ) r epo~ng pe r iod, O) (~) O) (~ ) (0 (~ ) (3) (~) ( 5 )P l a c e " ( X ) ~ afi~ each asset . A m o u n t T~e (e .g . , ~ V M u e V M u e T ~ e ( e . g . , D a t e I Value ] Ga~ I d ~ f i W o fe x e m p t f ro m p r i o r d i sc l o s u r e ~ C o d e 1 d i v . , r e n t . [ C o d e 2 M e ~ o d b u y , r o l l , ~td~, C o d e 2 C ~ e 1 buy~/sel ler~ ~ ( Q - W ) j ....................... ~ s a e t i o n )

I. V e 6 z o n C o m m o n S t o c k A D i v i d e n d J T2. M e t l i f e C o m m o n S t o ck A D i v i d en d 3 T3 . B r a d n e r C e n t r a l C o m m o n S t o c k A D i v i d e n d .1 U

I! 4. i R A -C h a s . Sch w a b C o , . I n c . , C u s t o d i a n N o n e Iv 1 T[ 5 . - S c h w a b M o n e y M a r k e t Fu n d[ 6 . - A me r i e u n F D E u r o p a c i f i c G r o w t h F u n dC l a s s F7. - A me r i ca n F D G r o w t h F u n d o f A me r i caC l a s s F8.. - Baron Small Cap Fund

D o d g e & C o x I n t l . St o c k Fu n d

1 0 . - F a i r h o l me F u n dI I . - L a u d u s U S D s cv r y - ln s t .1 2 . - L o n g l ea f P a r m er s I n t e r n a t i o n a l Fu n d

1 3 . - L o n g l ea f P a r t n e r s Fu n d1 4 . - L o n g l e a f P a r t n e r s Sma l l C a p F u n d1 5 . - S c h w a b V a l u e A d v a n t a g e1 6 . - W i n t e r g r e e n F u n d1 7 . - P r i me C a p O d y s s e y A g r e s s i ve G r o w t h

P3 =$25,0~,~1 - $50,~0,~0 P4 ~More ~ $50,~.~(See Colu~ C2) U = B o o k V a l u e V = O ~ e r W-Esti~


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|FINANCIAL DISCLOSURE REPORT I N a m e o f P e r s o n R e p o r t i n g D a t e. Page 5 of 7 I Mays, Jr., Samuel H. 05/13/2010V I I . I N V E S T M E N T S a n d T R U S T S - i ,~o~,e, yai~e, tr . .. . l io n s Z n e t ~ t h o s e o ~ s p o , s e , n ~ e ~ , ~ n ~ e , ~ e h , ~ r e ~ ; s e e ~ , ~ , . ~ 6 0 o / ~ n ~

NO~E (No reportable income, assetz, or tra~actio~.)A. B, C. D.

Dcsc~ption of Assets ~come d~g Gro~ va~u~ at ~d Tr~sactioBs d~ng ~po~ing ~od(incl~ing ~st a ssv~s) r~o~ug ~dod ~ ofr~o~t~g

P l a c e " ( X ) " a ~ o r m c h ~ s e t +~o~t T ~ m ( g . , V a h V a l u e T~ (e.g. , ] D a t e Value + Oa~[ C o d ~ + I d e n t i t y o fe x e m p t f r o m p r i o r d i s c L o s ~ 1 d i v . , m n ~ C o d + 2 M+~od b u y , s e l l , +~ffd~ C o d e 2 + C o d e I b u y ~ i s l l e r( Q - ~ [ +~o~)

: !8 . - V an ed P r i m C ap ~ r F ~ d1 9 . - Am~ F~ds Fun~ m en~t Inves torsF~d20, - Sequoia Fund

21,22 .

25 .


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Name of Person Reporting D a t e o f l ~ e p o r ~FINANCIAL DISCLOSURE REPORTM ~ y ~ . J r, s ~ m u e ~ H . o 5 / t 3 / ~ o 1 0age 6 of 7

V I I I. A D D I T I O N A L I N F O R M A T I O N O R E X P L A N A T I O N S . a n ~ i c ,~ r , ,~ o i ~ , o , ~ >


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FINANCIAL DISCLOSURE REPORT ~ a m e o f P e r s o n Reportiag Date ~fReportPage 7 of 7 M a y s , J r . , S a m u e l H . 05/13/2010IX. CERTIFICATION.

I c e r t i f y t ha t a l l i n f o r m a t i on g i v e n a bov e ( i nc l ud i ng i n f o r m a t i on pe r t a i n i ng t o m y s pous e a nd m i no r o r de pe nde n t c h i l d r e n , i f a ny) i sa c c u r a t e , t r ue , a nd c om pl e t e t o t he be s t o f m y k now l e dge a nd be l i e f , a nd t ha t a ny I n f o r m a t i on no t r e po r t e d w a s w i t hhe l d be c a us e i t m e t a pp l i c a b l e s t a t u t o r yp r o v i s i o n s p e r m i t t i n g n o n - d i s c l o s u r e .I f u r t h e r c e rt i fy t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n ce o f g i f ts w h i c h h a v e b e e n r e p o r t e d a r e i nc om pl i a nc e w i t h t he p r ov i s i ons o f 5 U . S . C . a pp . 501 e t . s e q , 5 U . S .C . 73 53 , a nd Jud i c i a l Conf e r e n c e r e gu l a t i ons .

S i g n a t u r e

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 LY A N D W I L F U LL Y F AL SI F IE S O R F A I LS T O F I L E T E f lS R E P O R T M A Y B E S U B JE C T T O C I V I LA N D C R I M I N A L SA N C T I O N S ( 5 U .S . C . a p p . 1 0 4 )

FILING INSTRUCTIONSM a i l s ig n e d o r i g i n a l a n d 3 a d d i t io n a l c o p i e s t o :

C o m m i tt e e o n F in a n c i a l D i s c lo s u r eA d m i n i s tr a t iv e O f f i c e o f t h e U n i t e d S t a te s C o u r t sS u i t e 2 - 3 0 1O n e C o l u m b u s C i r c le , N .E .W a s h i n g t o n , D , C . 2 0 5 4 4

samuel h mays jr financial disclosure report for 2009

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