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Judicial Watch • Robert L Jordan Financial Disclosure Report for 2008

Robert L Jordan Financial Disclosure Report for 2008

Robert L Jordan Financial Disclosure Report for 2008

Page 1: Robert L Jordan Financial Disclosure Report for 2008

Category:Financial Disclosure

Number of Pages:11

Date Created:October 21, 2009

Date Uploaded to the Library:November 13, 2013

Tags:Robert L Jordan, jordan, Estimated, robert, Estate, Market, 2008, INVESTMENTS, EPA, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Jordan_Robert_L 

Ill. N-JNVESTMENT ME. (Reporting individual and spouse; see pp. 17-14 filing instructions.) Filer's Non-Investment Income NONE (No reportable non-investment income.) 

SOURCE AND TYPE INCOME 
(yours, not spouse's) 2008 Tennessee Consolidated Retirement System Judicial Retirement $13,272.18 Spouse's Non-Investment Income -If you were ma"ied during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) 
[Z] NONE (No reportable non-investment income.) 

SOURCE AND TYPE 

IV. REIMBURSEMENTS -transportation, lodging,food, entertainmenL 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) 
[Z] NONE (No reportable reimbursements.) GIFTS. (Includes those spouse and dependent children; see pp. 18-31 filing instructions.) 
[Z] NONE (No reportable gifts.) 

VI, LIABILITIES. (Includes those spouse and dependent children; see pp. JZ-33 filing 
instructions.) 
[Z]  NONE (No reportable liabilities.)  
CREDITOR  DESCRIPTION 

Name Person Reporting 
Date Report 
Jordan, Robert 
05/15/2009 
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 (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure ATT Inc. Income during reporting period Gross value end reporting period Transactions during reporting period -  
(I) Amount Code (A-H)  (2) Type (e.g., div., rent, int)  (I) Value Code (J-P)  (2) Value Method Code3 (Q-W)  (I) Type (e.g., buy, sell, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Gain Code (AH)  (5) Identity buyer/seller (if private transaction) Dividend 
American Trust Bank ofEast 
None 
BBT Dividend PLC Dividend 
Comcast None Transferr 12123 (from line 55) 
Dow Chem. Dividend 
EMC None 

ExxonMobil Dividend Sold 12/18 First Horizon Dividend 
IO. General Electric Dividend Buy 4/18 (add'l) 
11. 
IBM Dividend 
12. 
JDS Uniphase Corp 

None 
John Hancock 
None 
14. 
Johnson Johnson Dividend 
15. 
KingPhar. None 

16. 
Alcatel-Lucent None 

17. 
Medtronic Income GWn Codes: (See Columns and 04) 
Value Codes (See Columns and 03) 
Value Method Codes 
(See Column C2) =SI,000 less =S50,00  I00,000 =SI5,000 less =S250,00 -S500,000 -S25,000,00I  S50,000,000 =Appraisal =Book Value 
Dividend =Sl,001  S2,500 =SI00,001  Sl,000,000 
K=SIS,001-SSO,OOO =S500,00I  SI,000,000 ::::Cost {Real Estate Only) V=Other =S2,50I  S5,000 =Sl,000,001  $5,000,000 =S50,00t  SI00,000 =SI,000,001-$5,000,000 =More than S50,000,000 ""Assessment ==Estimated 
O-S5,00I  SI5,000 =More than S5,000,000 =$100,001  S250,000 =S5,000,00I -S25,000,000 =Cash Market 
E=SIS,OOl -S50,000 

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.) Income Gain Codes: 1,000 less =$1,001. $2,500 =$2.501 -$5,000 =$5,001 -SI 5,000 =$15,001 -$50,000  
(See Colwnns and 04) =$50,001 -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than SS,000,000 Value Codes 15,000 orless =$15.001  $50.000 =$50,001-$100,000 =SI00.001-$250,000  
(See Columns and 03) =$250,00 -$500,000 =$500,001 -$1,000,000 -Sl,000,001 -$5,000,000  n-s5,ooo,001 -s25,ooo,ooo =$25,000,001 -$50.000,000 =More than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only)  S=Assessment =Cash Market  
(See Column C2) =Book Value  V=Orber =Estimated  

Date Report
Name Penon Reporting 
0511512009
Jordan, Robert 

VII. INVESTMENTS and TRUSTS -income, varue, transactions anc1udes those spouse and dependent children; see PP 34-60 offilinc instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets 
(including trust assets) 

Place (X)" after each asset exempt from prior disclosure 
52. -ATT Inc.  
Income during  Gross value end  Transactions during reponing period  
reponing period  reponing 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) Dividend 
53. -Regions Bank Dividend 
-BMC Software None 
55. 
-Comcast None Transferred 12123 (to line 
-General Electric Dividend Buy 4/18 (add'I) 
-Home Depot Dividend 
58. -Johnson Johnson Dividend 
59. 
-King Phar. None 

60. 
-Kroger Co. Dividend 

61. 
-Merrill Lynch Rel. Reserves Interest 

62. 
-PerkinElmer Dividend 

63. 
-Sun Trust Bank Dividend 

64. 
-Tanger Factory Outlet Dividend 

65. 
-Texas Inst. Dividend 

66. 
-Greene Co. Bankshares Dividend 

67. 
-Microsoft Corp. Dividend 

68. 
-Ingersoll-Rand Dividend Income Gain Codes: 1.000 less 1,00 -$2,500 -S2,501 -SS,000 =S5,00I -$15,000 =SIS,001-S50,000  
(See Colwnns and 04) =$50,001 -SI00,000 =SI 00,00 1,000,000 =Sl,000,001 -S5,000,000 -More than S5,000,000 Value Codes =St5,000 less =St5,00t -S50,000 =S50,00t -SI00,000 =SI00,001 S250,000  
(See Columns and 03) =S2SO,OO -SS00,000  O-S500,001-Sl,OOO,OOO =Sl,000,001 -SS,000,000  P2-S5,000,00t -S25,000,000 =S25,000,00I -$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  

Name Person Reporting 
Dale Report 
Jordan, Robert 

05/15/2009 
VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 fding 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  

(2) 
(3)
(2) 
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  
exempt from prior disclosure  Code  div. rent,  Code  Method  buy, sell,  
(A-H) int.)  (J.P)  Code3  redemption)  
(Q-W)  

69. 
Date 
Month Day 

Value Gain 
Identity Code 
Code 
buyer/seller (J-P) 
(if private transaction) (A-H) 
DEFERRED COMPENSATION -STATE TENNESSEE 
71. 
-Plan -451 Int./Div. 

72. 
-Plan -401K Int./Div. 

73. 

74. 
Ingersoll-Rand Dividend 
Verizon Communications Dividend 
76. Valley Fin. Hldr. Inc. Dividend Buy 9/25 (add'!) 
Caterpillar Inc. Dividend 
78. 
Idearc Inc. Dividend 
79. 
Ingersoll-Rand Dividend 

80. 
LSI 

None 
81. 
Tyco Elect. Ltd. None 

82. 
Covidien Dividend 
83. 
Merrill Lynch ARN due 11/26/08 None Sold 11/26 

84. 
Merrill Lynch LIRN due 9/8/09 None 

85. 
Vanguard REIT Dividend Buy 2/14 Income Gain Codes: a:S ,000 less =Sl,001 -$2,500 ES2,501 -$5,000 =SS,001 -$15,000  E=SlS,001-SSO,OOO  
(See Columns and 04) =SS0,001 -SI00,000 100,001 -S1,000,000 =$1,000,001 -$5,000,000 =Mon: than $5,000,000 Value Codes =SIS,000 less =$15,001 -$50,000 =$50,001 -SI00,000 =SI00.001 -$250,000  
(See Columns and 03) =$250,001 -SS00,000 =SS00,001 -SI ,000,000 =Sl,000,001 -$5,000,000 =$5,000,001  $25,000,000 =$25,000,001 -$50,000,000 =More than SS0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2)  U=Book Value =Other  W=Estimated  

Date Repo
Name Penon Reporting 

05115/2009
Jordan, Robert 
VII. INVESTMENTS and -income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) 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 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)  

86. 1111  Dividend  Buy (add'!)  7/28  
87. DEER  None  Buy  10/3  
88. Housing Dev. Agency 6%, Due 7-25  None  Buy  12/18  
89. Mountain Nat'[ Bank CDs  Interest Income Gain Codes: ,000 less ,00  $2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001  $50,000  
(Sec Colwnns and 04)  F=S50,00l  SIOO,OOO =SIOO,OOl -Sl,000,000 =Sl,000,001  S5,000,ooo =More than $5,000,000 aluc Codes :SJ5,000 less =$15,001 -$50,000 =$50,00 -SI 00,000 =$100,001  $250,000  
(See Columns and DJ) =$250,00  $500,000 =$500,001  $1,000,000 $1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 -s25,ooo.001  s5o,ooo,ooo =More than $50,000,000 Value Method Codes  Q=Appraisal =Cost (Real Estate Only) =Assessment =Cash Market  
(See Column C2) =Book Value =Other  W=Estimated  

Date Report 
Name Person Reporting 
05/15/2009
Jordan, Robert 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (/ndicatepartofReporL) 

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. 

NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY 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



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