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Judicial Watch • John R Smoak Financial Disclosure Report for 2008

John R Smoak Financial Disclosure Report for 2008

John R Smoak Financial Disclosure Report for 2008

Page 1: John R Smoak Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:7

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:John R Smoak, Smoak, strategy, trust, 2008, investment, EPA, transactions, TRUSTS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Smoak_John_R 
Date Report 
Smoak, John 
05/11/2009 NON-INVESTMENT INCOME. (Rq10rt1ng lndlvu11111 on11 spollSe; seePP. 11-u filing w1r11e11ons.J Fder's Non-Investment Income NONE (No reportable non-investment income.) 2008  State Florida-Pension  (yours, not spouse's) $27,365.64 Spouse's Non-Investment Income -lfyo11 twre nuzrrle4 during any port/on 111ueport111gyear, compleU t1tiuect1on. 
(Dollar amaunl not required except for homrarla.) 
[{] NONE (No reportable non-investment income.) 

IV. REIMBURSEMENTS -transpol'llldon. IDdging,food, mterta1mnenL (Includes those spouse and dependent children; seepp. 25-27 filing lns/111Ctions.) 
[lJ NONE (No reportable reimbursements.) 
Soak. John 
05/1112009 GIFTS. (lndlllla thou spollR and depoulnrt cltildren; seepp. 28-31 filing lnstntcdons.) 
[Z] NONE (No reportable gifts.) 
VI. LIABILITffiS. (Inc/ado IMse spo113e an4 depou/nrt chi1drm; seepp. JJ.JJ filing lnstractions.) 
[{] NONE (No reportable liabilities.) 

Date Report 

05/1112009 
VII. INVESTMENTS and TRUSTS -income. va1-. transacdom (lnchules tlrou ofspollSe an11 dqJnuUmchildren; supp. 34-60 offlllng instruct1ons.J NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
Income during Gross value end 

Transactions during reporting period 
reporting periodreporting period 
(2) 
(I) 
(4) 
(I)(I) (2) 
(5)
(2) (3) 
Amount 
ValueType(e.g., 
Value 
Type (e.g., 
Date Value 
Gain 
Identity 
Code! 
div., rent, Codc2 Method Month-
buy, sell, 
Code2 
Code! 
buyer/seller 
Day int) 
Code3 
redemption)
(J-P) 
(if private 
(J-P) 
(A-H) 
transaction)
(Q-W) Bay Bank Trust account Interest 
Sun Trust account Interest 	
Equitable Life policy None 	
SCBT Financial Corporation Dividend 	
USAA Florida Tax-Free Money Market Interest und 	
USAA SP Index Fund (IRA) None 	USAA Balanced Strategy Fund (IRA) None 
USAA Cornerstone Strategy Fund (IRA) None 
USAA Emerging Markets Fund (IRA) None 

10. 
USAA Extended Marlcet Fund (IRA) None 

11. 
USAA Nasdaq-100 Index Fund (IRA) None 

12. 
USAA Growth Fund (IRA) 	None 

13. 
USAA High-Yield Opportunities Fund (IRA None 

14. 
USAA Income Fund (IRA) 	None 

15. 
USAA Intemiediate-Tenn Bond Fund (IRA) None 

16. 
USAA International Fund (IRA) 	None 

17. 
USAA Short-Term Bond Fund (IRA) None Income Gain Codes: 	A=Sl.OOOorless --Sl,001 -$2,.500 a$2,5Q -$5,000 D-$5,001-$15,000 15.001 -$50.000 (Sec Columns and f?'I} F=$50,001-$100,000 G=$100,001 -SI,000,000 =$1,000,001. $5,000,000 =More than $5,000,000 Value Codes =$15,000 leos K=SlS,001-$50,000 L-$50,001 -$100,000 =$100,001 -s:m,ooo (Sec Columns and DJ} -$250,001 -$500,000 0=$500,001-$1,000,000 =$1,000,001-$5,000,000 =SS,000,001-$25,000,000 =$25,000,001 -$50,000,000 =More 1han $50,000,000 Value Method Codes =Appraisal ..cost (Real Estate Only} =Cash Mmtct 
(Sec Column C2) =Book Value "'1her -Estimotcd 
Smoak, John 
05/11/2009 
VII. INVESTMENTS and TRUSTS -1ncome, va111e, transat:Jiom



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