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Judicial Watch • RAllan Edgar – 2012

RAllan Edgar – 2012

RAllan Edgar – 2012

Page 1: RAllan Edgar – 2012

Category:Federal Judges

Number of Pages:10

Date Created:January 3, 2014

Date Uploaded to the Library:May 22, 2014

Tags:RAllan Edgar, RAllan, Edgar, shares, 2012, Market, assets, transactions, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
Rev. 112013 
FOR CALENDAR YEAR 2012 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) Edgar, RAllan Court Organization Western District Michigan Date Report 4/30/2013 Title (Article Ill judges indicate active senior status; magistrate judges indicate full-or part-time) District Judge -Senior  Sa. Report Type (check appropriate type) Nomination Date Initial [{] Annual Sb. Amended Report Final Reporting Period 01/01/2012 12/31/2012 Chambers Office Address 
U.S. Courthouse 202 Washington Street, Ste. 229 Marquette, 49855 
IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. POSIT! ONS. (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) 
NAME ORGANIZATION/ENTITY Co-Trustee TRUST#! 
Trustee TRUST#2 
Director L.G. Kaufman Foundation 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 

Date Report 

Edgar, RAllan 
4/30/2013 

III. 0N-INVESTMENT ME. (Reporting individ11al and spo11se; see pp. 17-24 filing instructions.) Filer's Non-Investment Income  NONE (No reportable non-investment income.)  

 SOURCE AND TYPE  INCOME  
(yours, not spouse's) 2012  Tennessee Consolidated Retirement System  $3,986.88 Spouse's Non-Investment Income -If 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 

IV. REIMBURSEMENTS -transportation, lodging.food, entertainment (Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[{] NONE (No reportable reimbursements.) 

Date Report 
Edgar, RAllan 
4/30/2013 GIFTS. (Includes those spouse and dependent children; see pp. 18-31 filing instructions.) 
VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 31-33 filing instructions.) 
[{] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE 

Date Report 
Edgar, RAllan 
4/30/2013 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including tmst assets)  reporting period reporting period  

(I) 
(2) (I) (I) (2) (3) 
(5) 
Place "(X)" after each asset 
Amount Type (e.g., Value Value Type (e.g., Date Value Gain Identity 
Code
exempt from prior disclosure 
div., rent, Code Method buy, sell, mm/dd/yy Code Code buyer/seller 
(A-H) int.) (J-P) Code redemption) 
(A-H) (if private transaction) FSG Bank-Chattanooga, TN, TRUSTEE SELF-DIRECTED IRA: 
-Vanguard Windsor Fund Dividend -Harbor International Fund Dividend Row 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 -Fidelity Value Fund None Sold 1/20/12 
IO. -Fidelity Contrafund Dividend 
11. -Fidelity Fifty Fund Dividend Sold 8/13/12 
(part) 
12. -Macquarrie Infrastructure Co. Trust Dividend 
I-Shares Brazil Index Dividend 
14. IBM Corp. 7.62% Bond 15. Federated Prime Oblig Money Fund 16. Cabot Corp. Bond 17. FedEx Corp. Bond  Interest Interes Interest Interest Income Gain Codes: (Sec Columns and D4) Value Codes (Sec Columns and 03) Value Method Codes (Sec Column CZ) =$1.000 less f=$50.00l -$100.000 =$15.000 less =$250.001 -$500.000 =$25.000.00 -$50.000.000 =Appraisal =Book Value =$1.001 -$2.500 =$100.001 -$1.000.000 =$15.001 -$50.000 =$500.00 -$1.000.000 =Cost (Real Estate Only) =Other =$2.501 -$5.000 Ill =$1.000.001 -$5.000.000 =$50.00I -$100.000 =$1.000.001 -$5.000.000 =More than $50.000.000 =Assessment =Estimated  0=$5.001-$15.000 112 =More than $5.000.000 =$100.00 -$250.000 =$5.000.001 -$25.000.000 =Cash Market =$15.001 -$50.000  

Date Report 
Edgar, RAllan 
4/30/2013 

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.) 
Description Assets Income during Gross value end Transactions during reporting period (including trust assets) reporting period reporting period 
(I) 
(2) 
(4) 
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,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  

transaction) 
18. Roche Holding Bond Interest 
Conoco Phillips 5.75% Bond Interest 
20. U.S. Treasury 3.375% note Income Gain Codes: .000 Jess 41,001 -$2,500  c=$2.501 -$5.000  D=$5.001 -$15.000 =$15.001 -$50.000  
(Sec Columns and 04) =$50.001 -$100.000 100.00 -$1.000.000  Ill =$1.000.001 -$5.000.000  H2=More than $5.000.000 Value Codes =$15.000 less  K=$15.001 -$50.000 =$50.00I -$100.000  M=$100.00I -$250.000  
(Sec Columns and 03) =$250.001 -$500.000  0=$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2)  U=Book Value  V=Othcr  W=Estimated  

Date Report 
Edgar, RAIJan 
4/30/2013 
VII. INVESTMENTS and TRUSTS -income, va111e, transactions r1nc111des those spouse and dependent children; see PP 14-60 filing instr11ctions.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) 
(4) (5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g. buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction)  
35.  Fidelity Strategic Inc.  Dividend  

36. Fidelity Dividend Growth Dividend Income Gain Codes: =$I .000 Jess 410001 -$2.500  c=$2.501-$5.000  0=$5.001 -$15.000 =$15.001 -$50.000  
(Sec Columns and 04)  F=$50.001  $100.000 4100.00  $1.000.000 =$1.000.001 -$5.000.000 =More than $5.000.000 Value Codes  J=$15.000 less =$15.001 -$50.000  L=$50.00I-$100.000 =$100.001 -$250.000  
(Sec Columns and 03)  N=$250.00 -$500.000 =$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment  T=Cash Market  
(Sec Column C2)  U=Book Value  V=Othcr  W=Estimated  

Date Report 
Edgar, RAllan 
413012013 
VII. INVESTMENTS and TRUSTS --income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  ofreporting period  

(I) 
(2) 
(1) 
(3) (4) 
(5) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code! (A-H)  Type (e.g., div. rent, int.  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction)  
52.  Barclays Del. 2.8%  Interest  

I-Shares-Russell 2000 Index Dividend 
54. Fidelity High Income Dividend Income Gain Codes: =$1.000 less =$1,00 -$2.500 42.501 -$5.000 =$5,001 -$15.000 =$15.001-$50,000  
(Sec Columns and 04)  F=$50.00I -$100.000  G=$100,00 -$1.000.000  Ill =$1.000,001 -$5.000.000  H2=Mo than $5.000.000 Value Codes =$15.000 less  K=$15.001 -$50.000 =$50.00I-$I 00.000 I00.00 -$250.000  
(Sec Columns and 03) =$250.001 -$500.000  0=$500.00 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000  
1'3 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal  R=Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2)  U=Book Value =Other  W=Estimated  

Date Report 
Edgar, RAllan 
4/30/2013 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 offiting instructions.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) (2) 
(3) 
Place "(X after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g., div., rent, int.)  Value Code (J-P)  Value Method Code (Q-W)  Type (e.g., buy, sell, redemption)  Date mm/dd/yy  Value Code (J-P)  Gain Code (A-H)  Identity buyer/seller (if private transaction)  
69.  Nuveen Municipal Value Fund Shares Select Div Index Dividend Buy 
1/30/12 
71. Shares Russell 1000 Growth Index Fund Dividend Buy 
1/30/12 
72. Shares Small Cap 600 Index Dividend Buy 
1/30/12 Shares Boxx High Yield Bond Dividend Buy 
1/30/12 
74. SharesMSCI EAFE Growth Index Fund Dividend Buy 1/30/12 
75. Shares Short Term Municipal Bond Dividend Buy 1/30/12 
Fund 
76. Shares Cohen Steers Realty Index Fund Dividend Buy 1/30/12 
SPDR Midcap 400 Fund Dividend Buy 1/30/12 
78. SPDR Barclays International Treasury Bond Dividend Buy l/30/12 
ETF 
Vanguard Large Cap ETF Dividend Buy 1/30/12 
80. Wisdomtree Emerging Market Fund Dividend Buy l/30/12 
81. Shares 7-10 Year Treasury Bond ETF Dividend Buy 1/30/12 Income Gain Codes: =$1.000 less 41,001 -$2.500 42.501 -$5.000  D=$5.001 -$15.000 415.001 -$50.000  
(Sec Columns and 04) =$50,001 -$100.000 =$100.00I -$1.000.000  Jll =$1.000.001 -$5.000.000  112 =More than $5.000.000 Value Codes =$15.000 lcss  K=$15,001 -$50.000 =$50.00 -$I 00.000 =$100.001 -$250.000  
(Sec Columns and 03)  N=$250.001 -$500.000  0=$500.001 -$1.000.000 =$1.000.001 -$5.000.000 =$5.000.001 -$25.000.000 =$25.000.001 -$50.000.000 =More than $50.000.000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2)  U=Book Value  V=Othcr  W=Estimated  

Name Person Reporting 
Date Report 
Edgar, RAllan 
4/30/2013 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicat epart ofreport.) 
Parts and VII
The listed trusts are trusts for the benefit member Co-Trustee 

#1, and Trustee ofTRUST #2. Part VII Item #30 previous report was listed under FSG Bank -Chattanooga, TN, TRUSTEE SELF DIRECTED IRA error. That item appears Item #55 this 
report. 

Date Report 
Edgar, RAllan 
413012013 
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 of5 U.S.C. app.  501 et. seq., U.S.C.  7353 and Judicial Conference regulations. 
Signature: RAllan Edgar 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILLFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544