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Judicial Watch • Jon P McCalla Financial Disclosure Report for 2009

Jon P McCalla Financial Disclosure Report for 2009

Jon P McCalla Financial Disclosure Report for 2009

Page 1: Jon P McCalla Financial Disclosure Report for 2009

Category:Financial Disclosure

Number of Pages:8

Date Created:November 9, 2013

Date Uploaded to the Library:November 13, 2013

Tags:CALAMOS, MCCALLA, Jon P McCalla, SHELBY, fargo, wells, funds, COUNTY, American, 2009, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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Government Act 1978
~ev. U20~O 
FOR CALENDAR YEAR 2009 u.s.c. ~m. ~ ~o~-~ Person Reporting (last name, first~ middle initial) Court Organization Date Report MCCALLA, JON U.S. DISTRICT COURT 
5/31/2010 Title (Article I11 judges indicate active se~fior status: magistrate judges indicate full- part-time)  5a. Report Type (check appropriate type) Reporting Period Nomination,  Date  I/1/2009  
U.S. D1STRICTJUDGE(ACTIVE) Initial Annual Final  
12/31/2009  

5b. Amended Report Chambers Office Address the basis the information contained this Report and anymodifications pertaining thereto, is, opinion, compliance 
167 MAIN STREET 
with applicable laws and regulations. 11TH FLOOR MEMPHIS, 38103 
Reviewing Officer 	Date 
IMPORTANT NOTES: The instructions accompanying thisform must followed. Complete all parts, checking the NONE box for each part where you have reportable informatiot~ Sign last page. POSITIONS. ~n~ro,,~z inai~ia, onO ~,. 9-13 filing instructions.) NONE (No reportable positions.) 
POSITION 	NAME ORGANIZATION/ENTITY 

ll. AG~EMENTS. (a,vo,,i,,s individnal only; xee pp. 14-16 filing NONE (No reportable agreements.) DATE 
PARTIES AND TE~S 
Name Person Reporting Date Report

5/31/2010  
III. NON-INVESTMENT INCOME. CRepor,i,~ ~,~,.idua~ o,,d.~, ..... seepS. 7-~ ,,/y~,og ~.~,,~,io~ Filers Non-Investment Income NONE (No reportable non-investment income.,)  DATE  SOURCE AND TYPE  I~[_C_._,OME (yours, not spouses) Spouses Non-investment Income -If you a,ere married duri~tg any partion the reporting year, complete this section. (Do!lar a~nount not required except Jbr honoraria,) NONE (No reportable non-investment income.) DATE SOURCE AND TYPE 2009  MCCALLA EAR, NOSE THROAT, P.C.  PHYSICIAN  
IV. REIMBURSEMENTS ....... ~,o,,o,~o., todg~,,g,o~t, ..,.r,,,~ ....... (Includes those spouse and dependent children; see pp. 25.27 J~ting instructions.) NONE (No reportable reimbursements.) qO.~_U_URCE DATES LOCATION  PURPOSE  ITEMS PAID PROVIDED  

.FINA~NCIAL DISCLOSURE REPORT Page GIFTS. (~.a~ tho~ ~o.~ .,.d d~.~ ~Ud~.; ..~ NONE (No reportable g~s.) SOURCE  DESCRIPTION  VALUE  NONE (No reportable liabilities.) CREDITOR  DESCRIPTION  VALUE CODE  

,~ame Pe,so~ Reportillg 	Date Repogt

VII. I~NVESTMENTS and TRUSTS -income, value, tra~actions (Includes those ..... dependent children; pp. 34-60 fillng instruction) ONE ~Vo reportable income, ~sets, transactions~) iB. 
Description Asse~ Income during Gross value end Transactions during re,fling period(~neluding u~st ~ts) ~epo~ing period reposing period 
Place "(X)" ~fter each asset-Amount Value Value T~e (e.g.,
T~e (e.g., Date Value Gain Identity exempt IYom prior disclosure Code div., renL Code2 Method buy, sell, m~d~~ Code2t~ Code buyer/seller int.) (3-P) Code redemption) (J-P) (A-I~) (ifpriwte (A-H) 	(Q-W) transaction) 	
IST BANK CHECKING/SAVING, In,rest 
MEMPHIS, 
FA~S SHELBY CO, Rent 	
SHS TRUSTMARK BANK COMMON Dividend 	
FARM LAND SHELBY COUNTY, Rent Q12/16/94 	
FARM LAND #2, SHELBY COUNTY, Rent 1/28/94 	
FARM LAND #3, SHELBY COUNTY, Rent 1/28194 	
SHS TRUSTMARK BANK COMMON Dividend 	
IP,.A-WELLS FARGO-FIRST EAGLE Dividend SOGEN FDS INC GLOBAL 	
IP-.A-WELLS FARGO-AMERICAN Dividend 
FLrNDS-NEW PERSPECTIVE 
I0. IR.A-WELLS FARGO-FLOWERS Dividend 
INDUSTRIES SHS COMMON StlS HANOVER INS Dividend 

12. 	AMERICAN FUNDS-AMERICAN" 
None 	Sold 12/23/09 
GR.OWTH FUND 
13. 	AMERICAN FUNDS-INVESTMENT Dividend AMERICA 
14. 	
AMERICAN FUNDS-AMERICAN NEW Dividend 
PERSPECTIVES FUND 

15. 	
FKACTIONAL INTERESTS FAR.M 

16. 	
FRACTIONAL FNTER.EST FARM Rent 
LAND, StlELBY CO., Rent 
LAND, INHERITED, SIIELBY CO, 
17. 	[R.A-WELLS FARGO-INVESCO Dividend 
AINI-AIM CONSTELLATION Value Codes =,$1 ~,0~ less Person Reporting 	Date Report
FINANCIALDISCLOSURE REPORT 
[Name MCCALLA, JON 
VII. I1NVESTMENTS and TRUSTS ..... value, ...... ,ions ancludea ,hose ....... dependent children; seepp. 34-60 of.filing instructions.) 
NONE (No reportable income, assets, transactions.) 
--............................~; ...................................... ........~ .......... 	D." ....................... 

Description Assets Income during Gross value end Transactions during reporting period (inclading trust assels) reporting period, reporting period 
Place "(X)" after each asset [Amount Type (e.g., Value Value Type (e.g., DateI~! Value Gain ldentily exempt from prior disclosure Code div., rent. Code Method buy, sell, mm/dd/yy Code Code buyer/seller(A-H) int.) (.l-P) Code redemption) (J-P) (A-H) (if private transaction)
.......................................... .............. 

18. 	IRA-WELLS FARGO-AIvlERICAN Dividend 
FUNDS-AM GROWTH FUND 
AIMERICA 

19, 	IRA-WELLS FARGO-CALAMOS INVT 
None Sold 10/08/09 NEW GROWTH FUND 
(part) 
20, 	PUTNAM INVT FUNDS- MID CAP None Sold 10/30/09
VALUE 

21. 	
CALAMOS INVT NEW GROWTH None Sold 10/30/09 
FI~ND 

22. 	
LNG FUNDS- INTL VALUE FUND Dividend 

Sold 10/30/09 
23. 	IRA-WELLS FARG6-VAN KAMPEN Dividend 
VAN KAMPEN GROWTH INCOME 

24. 	
IRA-WELLS FARGO-AMERICAN Dividend 
FUNDS-GROWTH FUND AMERICA 

25. 	
IRA-WELLS FARGO-DISCOVER Interest 

Sold !01/30/09 
26. 	IRA-WEI.,LS FARGO-ALLSTATE LIFE Interest 
INS T-LINK ANNUITY 
27. 	GROWTII FUND AMERICA None 
Sold 12/23/09 
28. 	
COMMERCIAL REAL Rent 
ESTATE-MEMPttlS, 

29. 	
IRA-WELLS FARGO-GENERAL Dividend TELECTRIC 
30. 	IRA-WELLS FARGO-PIMCO Dividend 
FL~NDS-PAC I~VT MGMT CaM REAL 
RET STRAT 

3I. 	IRA-WELLS FARGO-HOTCHKIS Dividend 
WILEY FD- LRG CAP VAL FDS 
32. 	PUTNAM FUNDS-PUTNAM FLOATING Dividend
RATE INCOME 
33. 	IRA-WELLS FARGO-HOTCHKIS Dividend 
WILEY fd- LRG CAP VALUE 
34. 	HOTCHKIS W[I.,EY -LRG CAP Dividend 	Sold 08/18/09 KVALUE FUNDS =~25,000,001 $50,000,000 	I4 =More than $~0.000,0OO 
(See Column C2) =Book Value =Other =Estimated 
nan, Person Reporting 	Date Report 
VII.. INVESTMENTS TRUSTS --income, value, transactions (Includes those s~ouse and dependent children; see pp. 34-60 filing instructions.) 
[---] NONE (No reportable income, assets, transactions.) 
.................................................. ...............c. ................................... ........... .... De~ription Assets Income during Gloss value end Transactions during reporting period (including trust assets) reporling period reporting period Value Type (e.g.,, Date Value Gain exempt fiom prior disclosure die., rent, 
buyer/seller(A-H) int.) (J-P) Code redemption) (if private (JP) (A-H)
(Q-W) transaction) 35. IRA-WELLS FARGO-NUVEEN-A Dividend
~UVEEN tRADEWINDS VALUE OOP 
36. 	
IRA-WACHOVIA-CASH Interest 
37. 	
WACHOVIA BANK DEPOSIT SWEEP Interest 
38. 	
IRA-WELLS FARGO-ALLIANCE Dividend 
BERNSTEIN INVT- INTL VALUE 
39. 	
IRA-WELLS FARGO-CALAMOS INVT Dividend MARKET NEUTRAL 

40.
 IRA-WELLS FARGO -MUNDER FDS Dividend 
INC GWTH MID-CAP CORE OWTH 

41~ IRA-WELLS FARGO-RYDEX SERIES Dividend 
FUNDS-MANAGED FUTURES STRATEGY 
42. 	
IRA-WELLS FARGO-CALAMOS INVT Dividend Buy 10/07109 NEW CONVERTIBLE FLrND 

43. 	
SHS TRUSTMARK BANK COMMON Dividend Buy 03/06/09 
44. 	AMERICAN FUNDS-TAX EXEMPT Interest Buy 10/07/09
BOND FUND 
45. 	AMERICAN FUNDS-TAX EXEPMT Interest Buy 10/07/09
BOND FUND 
46. 	CALAMOS INVT NEW Dividend Buy !0730/09 KCONVERTIBLE FUND 
47. 	ING FUNDS INTERMEDIATE BOND Int./Die. Buy 10/30/09 KFLrND 
48. 	IRA-WELLS FARGO-CALAMOS Dividend Buy I0/07/09 KMARKET NEUTRAL 
49. PUTNAM DIVERSIFIED INCOME Dividend Buy 10/30/09 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. a,,,~c,,~,~,,,,to/R,~,o,~)  

SCHEDULE Vll, LINE 
I/3 INTEREST IN~ FARMS, SHELBY COUNTY, TENNESSEE WAS PURCHASED JULY 20, 1982 FOR $96,800. THIS LAND
AGRICULTURAL~~ 

SCHEDUI..E VII, LINE 
INHERITED UNDIVIDED 1/12 INTEREST FAP~I LAND SHELBY COUNTY, TENNESSEE, DATED 12/16/94. 

SCIIEDULE VII, LINES 
RECEIVED UNDIVIDED 1/6 INTEREST FARM LAND AND UNDIVIDED 1/12 INTEREST FARM LAND LOCATED SHELBY 
COU~NIY, TENNESSEE, DATED 11/28/94. 

SCHEDULE VII, LINE 
FRACTIONAL INTERESTS FARM LAND SHELBY COUNTY, TENNESSEE GIFTED 2000. 

SCHEDULE VII, LINE 
FRACTIONAL INTEREST FARM LAND SHELBY COUNTY, TENNESSEE INHERITED 1992. 

SCHEDULE VII, LINE 
COMMERCIAL PEAL ESTATE WAS PURCHASED 8/3/03 FOR $479,988. 

IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) isaccurate, 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 oulside employment and honoraria and the acceptance gifts which have been reporied are incompliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signatut 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY 
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