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Judicial Watch • E Jolly Grady – 2007

E Jolly Grady – 2007

E Jolly Grady – 2007

Page 1: E Jolly Grady – 2007

Category:Federal Judges

Number of Pages:8

Date Created:November 19, 2008

Date Uploaded to the Library:November 05, 2014

Tags:E Grady Jolly, JOLLY, GRADY, Global, partial, filing, 2007, transactions, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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POSIT! NS, (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
 
 
MADDEN GROUP 
ADVISORY COUNCIL 
 
FEDERAL JUDGES ASSOCIATION 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[ZJ NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
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Date Report 
05/09/2008 
JOLLY, GRADY 
Ill, NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income [{] NONE (No reportable non-investment income.) 
SOURCE AND TYPE INCOME (yours, not spouses) Spouses Non-Investment Income you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 2007 Design III Partnership owner and worked doing fora! arrangements. 
 
 
IV, REIMBURSEMENTS transportation, lodging,food, entertainment 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) DATES LOCATION PURPOSE ITEMS PAID PROVIDED 
 
 
 
 
Date Report 
JOLLY, GRADY 
05/09/2008 GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[ZJ NONE (No reportable gifts.) 
 
DESCRIPTION VALUE 
 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[ZJ NONE (No reportable liabilities.) 
DESCRIPTION VALUE CODE 
 
 
 
Date Report 
 
 
05/09/2008 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
 
 
 
Date Report 
05/09/2008 
JOLLY, GRADY 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
(3) 
(2) 
(1) 
(5) 
(4) 
(I) 
(2) 
Place (X) after each asset exempt from prior disclosure 
18. 
Lord Abbett Mid Cap Val -IRA 
 
19. 
Pimco Real Return -IRA 
 
20. 
Pioneer High Yield -IRA 
 
21. 
UBS Global Allocation -IRA 
 
22. 
UBS Pace M/M Inv -IRA 
 
23. 
Growth 
 
24. 
Calamos 
 
25. 
Columbia Acom 
 
26. 
First Eagle Global 
 
27. 
Pimco High Yield 
 
28. 
Pioneer High Yield 
 
29. 
UBS Global Allocation 
 
30. 
UBS Pace M/M Inv 
 
31. 
Delaware Diversified Income Fund Class 
 
32. 
UBS Dynamic Alpha Fund Class 
 
33. 
UBS Global Allocation Fund Class 
 
 
Amount 
Code 
(A-H) 
Type (e.g., div., rent, int.) 
Dividend 
Dividend 
Dividend 
Dividend 
None 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
Dividend 
None 
Dividend 
Dividend 
Dividend 
Value Code (J-P) 
Value Method Code3 
(Q-W) 
Type (e.g., buy, sell, redemption) 
CLOSED 
PARTIAL 
SALE 
 
CLOSED 
PARTIAL 
SALE 
 
PARTIAL 
SALE 
 
PARTIAL 
SALE 
 
Date 
Month- 
Day 
 
1/24 
9/22 
1/24 
2/12 
2/12 
2/12 
Value Code (J-P) 
Gain 
Identity Code 
buyer/seller (A-H) 
(if private transaction) 
UBS Pace M/M Investment Fund Class Dividend CLOSED 2/12 Income Gain Codes: =$1,000 less =$1,001 -$2,500 C=$2,50I -$5,000 =$5,001 -$15,000 E=$15,00l 
(See Columns and D4) F=$50,001 -$100,000 =$!00,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less K=$15,001 -$50,000 L=$50,00 -$100,000 !00,00  $250,000 
(See Columns and D3) N=$250,00 -$500,000 0=$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,00 -$50,000,000 =More lhai, 50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=Cash Market 
(See Column C2) U=Book Value V=Other ==Estimated 
 
 
Date Report 
JOLLY, GRADY 
05/09/2008 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nctudes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets Income during (including trust assets) reporting period 
Gross value end Transactions during reporting period reporting period 
(3) 
(4) (5)(2) (I) 
(2) 
Type (e.g., 
Value 
Date 
Value Gain 
Identity Method 
buy, sell, 
Month- 
Code Code 
buyer/seller Code 
redemption) 
Day 
(if private (J-P) (A-H) transaction) 
(Q-W) 
(I) 
(I) 
(2) 
Value 
Type (e.g., 
Place (X) after each asset Amount 
Code 
div., rent, 
Code 
exempt from prior disclosure (A-HJ int.) 
35. 36. Van Kampen Comstock Fund Class Dividend PARTIAL SALE 2/12 
37. Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) =$50,001 -$100,000 G=$100,001-$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,00 -$50,000 =$50,001 -$100,000 00,00I -$250,000 
(See Columns and DJ) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,ooo,oo -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) ::::Assessment T=Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
Date Report 
JOLLY, GRADY 
05/09/2008 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicate parto[Reporl) 
 
 
Date Report 
0510912008 
JOLLY, GRADY 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 
 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544