Howell W Melton Financial Disclosure Report for 2009
Number of Pages:9
Date Created:November 8, 2013
Date Uploaded to the Library:November 13, 2013
Autogenerated text from PDF
AOJO Rev. 112010 Person Reporting (last name, fin;t, middle initial} MELTON, well Title (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. Dist. Judge Senior Status Chambers Office Address Suite -300 John Milton Bryan Simpson U.S. Courthouse 300 North Hogan Street Jacksonville. Florida 32202-4243 FOR CALENDAR YEAR 2009 Court Organization U.S.D.C., Middle Florida Government Act U.S.C. app. JOJ-111) Date Report 05/5/2010 Sa. Report Type (check appropriate type) Reporting Period Nomination, Date 01/01/2009 Initial Annual Final 12/31/2009 Sb. Amended Report the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date IMPORT ANT NOTES: Tlte instructions accompanyi1tg this form mut followed. Complete all parts, checking the NONE box for each part where you have reportable inform01io1t. Sign 01t last page. POSITIONS. (Reporting individual only; see pp. 9-13 offili11g instructions.) NONE (No reportable positions.) Trusiee Flagler College, St. Augustine, Florida Member Advisory Q-Board, Flagler Health Care Foundation, non-profit corp. (Flagler Hospital, non-profit corp.) Director Historical Society the United States District Court for the Middle District Florida (non-profit corp.) C-j !"..,)= 11 AGREEMENTS. (Reporti11g individual tmly; seep/>. 14-16 ofjiling instruction.) c.n t": ,- -- "Tl,,,_. f'Jl 1 [ZJ NONE (No reportable agreements.) r: oJ.:... ...,., r-- -r1 (Jf"T1 -!? ..... III. NON-INVESTMENT COME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) (yours, not spouse's) 2009 State Florida, Dept. Management Services, Division Retirement $29,507.70 Spouse's Non-Investment Income -Ifyou were married during any portion the reporting year, complete this section. (Dollar amount not required exce.ptfor honoraria.) [ZJ NONE (No reportable non-investment income.) Date Report Name Person Reporting 051512010 MEL TON, Howell GIFTS. (Includes thou spouse and dependent children; see pp. 28-31 ofjzling instructions.) [Z] NONE (No reportable gifts.) DESCRIPTION VI. LIABILITIES. (lndudes thou spouse and tkpendent cliildren; see pp. 32-33 filing instructi011s.) [Z] NONE (No reportable liabilities-) Date Report Name Person Reporting 05/5/2010 MEL TON, Howell VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent chJJdren; see PP 34-60 fl/Ing 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 -i----- (!) (2) (2) (2) (3) (5) Place "(X)" after each asset Amount' Type (e.g., Value Value Type (e.g., Date Value Gain Identity exempt from prior disclosure Code div., rent, Code Method buy, sell, mmidd/yy Code Code buyer/seller (A-H) int.} (J-P) Code3 redemption) (J-P) (A-HJ (if private (Q-W) transaction) Wachovia Corp. IRA Acct. (CD) Wachovia Corp. IRA Acct. (CD) Alliance Bernstein Balanced SHS Inc. (Mutual Fund) Interest Interest Dividend Alliance Bernstein Growth Income Fund (Mutual Fund) Dividend Nuveen Ins. Mun. Opportunity Fd., Inc. Interest Nuveen Ins. Mun. Opportunity Fd. lnc. Interest Walt Disney Co. common stock Dividend Evergreen Mun. Bond Fund lnt./Div. - Vanguard Index Trust-500 Portfolio (Mutual Fund) Dividend 10. Vanguard Equity Income Fund (Mutual Fund) Dividend Vanguard Total Stock Market Portfolio (Mutual Fund) Dividend 12. :-.luveen Ins. Mun. Opportunity Fd., Inc. 3 Interest 13. Wells l'argo Co. (f/k/a Wachovia Corp.) account Interest 14. Wachovia Corp. account 15. Ford Motor Co. common stock Interest None 16. ATT Inc. common stock Dividend 17. Vod1tphonc Grp PLC com.stk. Dividend lncomi: Gain Cui.IC."::!: 1.000 les;, =$1.001 -$2.500 =S2.50 -$5.000 =$5.001 -$15.000 =$15.001 -$50,000 (See Columns and 04) =$50.00t $100.000 J00,00 -$1.000.000 Ill 41.000,001 -$5,000,000 =Mon: than $5,000,000 Value Codes ... $15.000 less n.oo -sso.ooo =$50.001 -$100.000 =$100,001 $250,000 (See Columns and 03) =S250.00I $500.000 =$500.00I $1.000.000 =$1.000.001 -$5.000.000 =$5.001,001 -$25.!lOO,OOO =S25.000.00I $50.000.000 =More than $50.000.000 Value Method Codes ()=Appraisal -Co.st( Real l:st:1tc Only; =-Assessment """Cm:;b Marke' (See Colmnn C2) ""Book Value V=Othcr Estimatctl VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those SJ>OU.