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Judicial Watch • R Edgar Allan – 2008

R Edgar Allan – 2008

R Edgar Allan – 2008

Page 1: R Edgar Allan – 2008

Category:Federal Judges

Number of Pages:11

Date Created:October 21, 2009

Date Uploaded to the Library:October 13, 2014

Tags:R Allan Edgar, Edgar, Allan, Fidelity, Market, 2008, assets, TRUSTS, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Edgar_Allan_R 
 
04/2/2009 
Edgar, Allan 
 
Ill. N-INVESTMENT ME. (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) 2008 Tennessee Consolidated Retirement System $3,713.00 Spouses Non-Investment Income -If you were married during any portion t/re reporting year, complete tlris section. 
(Dollar amoum not required except for honoraria.) 
[Z] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE 
 
 
 
IV. REIMBURSEMENTS --tra11sportatio11, /odgit1g,food, entertai11me11L (Includes those spouse and dependenl children; see pp. 25-27 filing instructions.) 
[Z] NONE (No reportable reimbursements.) GIFTS. (/11c/udes those spouse a11d depe11dem children; see pp. 28-3 filing i11structions.) 
[ZJ NONE (No reportable gifts.) 
SOURCE DESCRIPTION 
 
VALUE 
 
 
VI. LIABILITIES. (fllcludes those spouse a11d depende11t children; see pp. 32-33 ofjili11g i11structio11s.) 
[ZJ 	NONE (No reportable liabilities.) CREDITOR 
VALUE CODE 
 
 
 
 
 
Date Report 
Edgar, Allan 
04/2/2009 
VII. INVESTMENTS and TRUSTS -income, value, transacno11s r1nc1udes those spouse and dependent c1iudre11; see PP 34-60 filing i11structions.J 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) (I) (2) (I) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month- Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
Place (X) after each asset exempt from prior disclosure FSG Bank-Chattanooga, TN, TRUSTEE LF-DIRECTED IRA: 
-ST! Classic Prime Quality Money Market Interest Sold 2/11 -Vanguard Windsor Fund Dividend 
-Harbor International Fund Dividend Rowe Price New Era Fund Dividend -Harbor Capital App. Fund Dividend -Vanguard Mid-Cap Index Fund Dividend -CGM Realty Fund Dividend Shares MSC! Pacific Japan Fund Dividend 
10. -Fidelity Value Fund D.ividendK 
11. -Fidelity Contrafund Dividend 
12. -Brandywine Fund None 
 
-Fidelity Fifty Fund Dividend 
14. -Macquarrie Infrastructure Co. Trust Dividend 
15. -I-shares US. Financial Services Dividend 
16. -Fed Home Loan 4.5% Bond Interest Sold 11105 
17. -Fed Home Loan 4.5% Bond Interest Sold 8/5 Income Gain Codes: =SL ,000 less =SL,001 -$2,500 =S2,501 -SS,000 =SS,001 -SIS,000 =SLS.OOL -SS0,000 
(See Columns and D4) =$50,001 -$100,000 G=SIOO,OOl -Sl,000,000 =$1,000,001 -S5,000,000 =More than $5,000,000 Value Codes 15,000 less =SL5,00t -$50,000 =$50,00 -SL00,000 =SLOO,OOt -$250.000 
(See Columns and 03) =S250,00I -SS00,000 =$500,001 -$1,000,000 =Sl,000,001 -S5,000,000 =S5,000,00L -$25,000,000 =S25,000,00 -$50,000,000 =More than S50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value V=Other =Estimated 
 
Date Report 
04/2/2009 
Edgar, Allan 
VII. INVESTMENTS and TRUSTS --i11come, vatue, 1ra11sac1io11s r1nc1udes those spouse a11d depende111 children; see PP 34-60 offili11g ins1ruc1io11s.J NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Gross value end 
Description Assets Income during 
reporting period reporting period 
(including trust assets) 
Place (X) after each asset exempt froljl prior disclosure 
 
(!) (2) (!) (2) (!) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code Method buy, sell, Month- Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) 
 
18. I-shares Brazil Index Dividend Buy 1116 Morgan Chase 7.9% Bond Interest Buy 4/18 
20. 
 
 
Merrill Lynch 6.15% Bond Interest Buy 5105 
21. 
Intl.Paper 7.4% Bond Interest Buy 6106 
 
22. 
FSG Bank 2.5% Interest Buy 10114 
23. IBM Corp. 7.625% Bond Interest Buy 10/14 
24. ATT Corp. 6.7% Bond Interest Buy I/I 
26. 
Federated Prime Oblig Money Fund Buy 2/11 Interest 
Sel. Am. Shares Fund (IRA) Dividend 
Schwab Deposit Accounts (IRA) Dividend 
28. 
Vanguard Windsor Fund (IRA) Dividend 
Artisan Midcap Fund (IRA) Dividend 
30. 
Baron Growth Fund (IRA) 
None 
31. Oakmark Int! Fund (IRA) None Sold 517 
32. Schwab Total Bond Mkt Index Fund (IRA) Dividend 
33. Oakmark Equity Inc. Fund (IRA) Dividend 
34. Wash Mutual 4.75% CD, (IRA) None Redeemed 5/21 Income Gain Codes: t,000 less =$1,00 -$2,500 =$2,501 -$5,000 =$5,001-St5,000 =$15,001 -$50,000 
(See Columns and 04) =S50,00I -SI00,000 =SI00,001 -$1,000,000 =Sl ,000,001 -$5,000,000 =More than $5,000,000 Value Codes =SI5,000 less =$15,001 -S50,000 L=$50,001-$100,000 =SI 00,00 -$250,000 
(See Columns and 03) =$250,00t -$500,000 =$500,001 -Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,00 -$50,000,000 =More than S50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
Date Report 
04/2/2009 
Edgar, Allan 
VII. INVESTMENTS and TRUSTS --income, value, 1ra11sac1io11s r111c1udes 11iose spouse and depe11de111 children; see PP 34-60 fi/i11g ins1ruc1io11s.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period reporting period 
 
 
Value Type (e.g., 
Value 
Amount Type (e.g., 
Place (X) after each asset 
Code 
div., rent, 
Method buy, sell, 
Code 
exempt from prior disclosure 
(A-H) 
Code redemption) int.) 
(J-P) 
(Q-W) 
(I)(!) (2) (2) 
First Bank 3.7% Interest Buy 
(2) 
Date 
Month- 
Day 
 
10/6 
 
(5) 
Value Gain Identity 
Code Code buyer/seller 
(J-P) (A-H) (if private 
transaction) 
 
36. 
Landus Intl. Fund Divid Buy 5/8 
 
37. 
Fidelity Cash Reserves Fund (IRA) Interest 
 
 
Fidelity Contrafund (IRA) Dividend 
Spartan Total Market Index Fund (IRA) Dividend 
40. Fidelity Div Int! Fund (IRA) Dividend Income Gain Codes: 1,000 less =Sl,001 -S2,500 =$2,501 -S5,000 =S5,00I 15,000 E=Sl5,00I -550,000 
(See Columns and 04) =550,001 -Sl00,000 =SI00,001 -SI ,000,000 =Sl,000,001  $5,000,000 =More than S5,000,000 Value Codes =$15,000 Jess =$15,001 -550,000 =$50,001 -$100,000 =SI00,001 -5250,000 
(See Columns and 03) =$250,001 -S500,000 =$500,001 -Sl,000,000 1,000,00 -$5,000,000 =$5,000,001 -S25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes -=-Appraisal =Cost (Real Estate Only) =Assessment =Cash rket 
(See Column C2) =Book Value vOther ::::Estimated 
 
 
Date Report 
Edgar, Allan 
041212009 
VII. INVESTMENTS and TRUSTS -income, value, 1ransac1io11s r1nc1udes those spouse a11d depe11de111 childre11; see PP 34-60 offili11c i11s1ruc1io11s.J NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place (X) after each asset exempt from prior disclosure 
52. -Fed Nat! Mortgage 5.25% 
Income during Gross value end Transactions during reporting period 
reporting period reporting period 
(l) (2) (I) (2) (2) (3) (4) (5) 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code div., rent, Code2 Method buy, sell, Month Code Code buyer/seller 
(A-H) int.) (J-P) Code3 redemption) Day (J-P) (A-H) (if private 
(Q-W) transaction) Interest 
53. -Union Tank Car 7.45% Interest 
-Great Lakes Chem Interest 
55. 
-Abitibi-Consol 7.875% Interest 
56. -Ford Motor Credit 7.375% Interest 
-Gen Motors Ace 7.75% Interest 
58. -Citigroup 6.5% Interest 
-JP Morgan 6.75% Interest 
60. -Cardinal Health 6.75% Interest 
61. -Boeing Cap 6.1% Interest 
62. -Am Home Prod 6.9% Interest 
 
64. 
-Morgan Stanley 75% Interest 
-Caterpillar Inc. 6.55% Interest 
65. -Hormel Foods 6.625% 
66. -Ocean Energy .25% 
67. 
-Ford Motor Credit 7.25% 
 
68. 
-Honeywell Intl 6.125% Interest 
Interest 
Interest 
Interest Income Gain Codes: 1,000 less =SI ,00 -S2,500 =S2,501 -S5,000 =S5,001 -$15,000 =SI 5,00 -550,000 
(See Columns and 04) =SS0,00I -SI 00,000 =$100,001 -Sl,000,000 =$1,000,001 -SS,000,000 =More than SS,000,000 Value Codes 15,000 less =$15,001 -550,000 =$50,00 -$100,000 =$100,001 -5250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =Sl,000,001 -S5,000,000 =S5,000,00I -$25,000,000 =S25,000,00 -SS0,000,000 =More than S50,000,000 Value Method Codes =Appraisal =Cost (Real Estale Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
VII. INVESTMENTS and TRUSTS -income, value, 1ra11sactions (Includes those spouse and dependent children; see PP 34-60 i11srruc1ions.J 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) (I) 
(2) 
(I) 
(5) 
Value 
Value Type (e.g., 
Type (e.g., 
Place (X) afier each asset Amount 
Code 
Code Method 
buy, sell, 
div., rent, 
exempt from prior disclosure 
(A-H) 
(J-P) Code 
redemption) int.) 
(Q-W) 
69. -Lehman Bros 6.625% None 
Dale 
Value 
Gain Identity 
Month- 
Code 
Code buyer/st;ller 
 
Day 
(J-P) 
(A-H) (if private transaction) 
-General Electric Cap Interest 
71. -Bank America 4.875% Interest 
-Boise Cascade 7.35% Interest Treasury 8.125% Interest 
-WalMart 7.55% Interest 
-Spartan Total Market Index Fund Dividend 
-Fidelity Div Int] Fund Dividend 
-Fidelity 500 Index Fund Dividend 
-N. Salem BK-CD 5.1% Interest Redeemed 511 
-Fidelity Mega Cap Dividend Buy 1013 
 
80. 
-21st Centy Interest 
 
81. 
-Citizens Flint Interest 
 
82. 
-Metro Dade Interest 
 
83. 
First Regl Cali 3.7%CD 
 
None 
 
84. 
First Santurce 3.7% 
 
 
Interest 
Redeemed 9130 
Redeemed 10/31 
Redeemed 4/25 
Buy 613 
Buy 11/20 
 
TRUST#2: Income Gain Codes: 1,000 less =Si,001 -$2,500 =S2,501 -S5,000 D=S5,00I -$15,000 E=S15,00l -S50,000 
(See Columns and D4) =S50,00I -SI00,000 =SI 00,001 SI ,000,000 =Sl,000,001 -SS,000,000 =More than SS,000,000 Value Codes =$15,000 less =$15,001 -S50,000 =$50,00  00,000 =SI00,001 -S250,000 
(See Columns and 03) =$250,001 -S500,000 =$500,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =S5,000,00I -S25,000,000 =S25,000,00 -S50,000,000 =More than S50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(See Column C2) =Book Value =Other =Estimated 
 
 
 
Date Report 
04/2/2009 
VII. INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependelll children; see PP 34-60 ofjili11g iiistructio11s.) NONE (No reportable income, assets, transactions.) Income Gain Codes: 1,000 less =St,OOt  $2,500 =$2,50I  S5,000 =S5,00I  StS,000 E=St5,00I.-550,000 
(See Columns and D4) =S50,00I  SJ00,000 =SI00,001 SI ,000,000 =SJ,000,001 SS,000,000 =More than SS,000,000 Value Codes =Sl5,000 less =SI5,00I  S50,000 =$50,001  $100,000 =St00,0015250,000 
(See Columns and 03) =5250,001  S500,000 =$500,001 $1,000,000 =Sl,000,001  SS,000,000 =S5,000,00I S25,000,000 =$25,000,001  $50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market (See Column C2) =Book Value =Other =Estimated 
Date Report 
Edgar, Allan 
041212009 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lttdicateparto[ReporL) 
PARTS AND VII 
The listed trusts are -trusts for the benefit Co-Trustee TRUST #I, and Trustee Part VII, Line Trustee self directed IRA changed from SunTrust Bank FSG Bank, 2/11/08. 
Pa11 VII, Line 27, Formerly designated Schwab Money Market Fund 
 
Part VII, Line 49, Formerly designated Fidelity Cash Fund 
 
 
 
Date Report 
Edgar, Allan 
041212009 
 
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. 
 
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