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Judicial Watch • Roger Vinson Financial Disclosure Report for 2009

Roger Vinson Financial Disclosure Report for 2009

Roger Vinson Financial Disclosure Report for 2009

Page 1: Roger Vinson Financial Disclosure Report for 2009

Category:Financial Disclosure

Number of Pages:18

Date Created:November 11, 2013

Date Uploaded to the Library:November 13, 2013

Tags:Windsor, Roger Vinson, vinson, ROGER, price, American, vanguard, 2009, TRUSTS, dividend, IRS, Financial Disclosure, ICE, CIA, financial, income, Judge


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Government of1978 Rev. ~/2010 FOR CALENDAR YEAR 2009 U.S.C. opp.  101-111) Person Reporting (last name, first, middle initial) Court Organization Date Report 
Vinson, Roger 	District Court NDFL 8/11/2010 Title (Article I11 judges indicate active ~enior status; 5a. Report Type (check appropriate type) Reporting Period
magistrate judges indicate full- parl-time) Nomination, Date 01/01/2009 
District Judge-Senior Initial ~[7] Annual Final 12/31/2009 5b. Amended Report Chambers Office Address the basis the information contained this Report and any 
modifications pertaining thereto, is, opinion, compliance 
with applicable laws and regalations.

United States Courthouse 
One North Palafox Street, #517 
Pensacola, 32502 

Reviewing Officer 	Date 
IMPORTANT TES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. (~cpo,~ing individual only; seepp. 9-13 J~ling instructions.) 
~]" NONE (No reportable positions.) 
POSITION 	NAME ORGANIZATION/ENTITY Co-Trustee and Chairman Hugh and Earle Fellows Memorial Fund 
Co-Trustee 	Vinson Cemetery Trust Fund 
Trustee 	American Camellia Society Trust, Inc, 
Chairman 	Pensacola Camellia Club Foundation, Inc. 
President 	American Camellia Society, Inc.
--~ ::y ~-5 

II. AGREEMENTS. (Reporting individual onlyr seepp. 14-16ofJTllng instructions.) NONE (No reportable agreements.) 	-,q
DATE 	PARTIES AND TERMS 
Name Person Reporting 
III. 
NON-INVESTMENT INCOME. (Reporting individual andspouse; seepp. 17-24 f!llng inslruction)
 Filers Non-Investment Income 
NONE (No reportable non-investment income.) 

DATE 	SOURCE AND TYP~ Spouses Non-Investment Income -if you were married durlng any por~ion the refforting year, complete this sectian. (Dollar amoun! not required except for honoraria.) NONE (No reportable non-investment income.) 

DATE 	SOURCE AND TYPE 2009 	Florida Retirement System 

IV. REIMBURSEMENTS -transportation, Iodglng, food, entertainme. 
{Includes those spouse and dependent children: see pp. 25-27 filing instructions.) 

NONE (No reportable reimbursements.) SOURCE DATES LOCATION PU1LPOSE 	Northwestern Law Judicial 03/29/2009 -Chicago, Illinois Economics lnsmute fat Education Program 04/03/2009 Judges 

Date Report

8/~ m0~0 
~COME 
(yours, not six-,uses) 
ITEMS PAID PROVIDED 
(Some Transportation. Food and Lodging) GIFTS. (Includes those spouse and ~lepe,ulent chadren; see pp. 20-31 fiting instructionx) NONE (No reportable gifts.) SOURCE DESCRIPTION  VALUE  
VI. LIABILITIES. a,c~ud,s thos, o/sp ......d dependent children; see pp. 32-33 filing instruc~on~) [--] NONE (No reportable liabilities.)  
C~DITOR Bank America  DESCRIPTION Mo~gage Loan ~;:~  VALUE CODE  

NameofVersonReporti~g Date Report
VII. INVESTMENTS and TRUSTS -~neo,,,., v,a.., ,...~aio.~ anti.e, tho.e ..... dependent children; see pp. 34-60 cling instructions.) 
--] 

10. 

11. 

12. 

-i3. i4. 
16. 

17. 

NONE (No reportable income, assets, transactions.) Description Assets (including t~st assets) Income during reporling period  
Place "(X)" after each asset exempt from prior disclosure mount  Type (e.g., div., rent, int.)  

Land Condominium :~.~ Rent 
Adams Express Anglo American Catepillar Cooper Ind. Exxon Mobil First American Financial General Electric General Electric 
GeovaxLabs HCP Headwaters lntel Matrixx Initiatives McDonalds Microehlp Technology  Dividend  Dividend  Dividend  Dividend  Dividend  Dividend  Dividend  Dividend  
None  Dividend  
None  Dividend  
None  Dividend  Dividend 
Gross value end reporling period 
Value Value Code Method Code 
(J"P) (Q-W} 
Type (e.g., buy, sell, redemption) 
Buy 
Buy (addl) 
Buy 
Buy 
Tmnsaclions during reporling period Date Value Gain /mn~d~yy 
Code 
(A-H) (J-P) 
02/0~/09 
03/09/09 
07/16/09 
03/02/09 
Identity buyer/seller (if private Lransaction) 
Date Report Vinson, Roger 

VII. INVESTMENTS and TRUSTS ~om., .~u., .,nsuc,.~, anc~.. ,ho.. .... and dependent childr, tl: see p.~. 34-60 ~lling i~sgructions.) [-~ NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) place "CX)" afar each assel exempt from prior disclosure Income during reporting period (l) (2) (I) Amount Type (e.g,, ICdel div.,rent, (A-H) int.) Gross value end reportingperiod (2) (1) (2) (3) (4) (5) Value Value Type (e.g., COde2 Method buy,~ll, (l-P) Codc redemption) Transactions during reporting period Date Value Gain mm/dd/yy Code2 Code  Identity buyer/seller  
18.  Microsoft  Dividend  
19.  Mirant  None  
20,  Myriad Genetics  None  
21. 22.  Myriad Pharmaceuticals Pioneer Nat. Res.  None None  Spinoff (from line 20)  06/30/09  
23. Regions Financial 24. Regions Financial 25. Regions Financial 26. Royce Value Fund  None None None Dividend  Buy(addl) Buy (addl) Sold (part)  02/04/09 02/27/09 07/09/09  
27.  Southern Company  Dividend  
28. TECO  Dividend  
29. Rowe Price Tax-Free Fund  Dividend 30_ Rowe Price Spectrum Gr, Fund  Dividend  
31. Vanguard Energy Fund  Dividend  
32. Vanguard Precious Metals Fund  Dividend  
334. VanguardTax-Managed Cap. Appreciation Fund Walmart  Dividend Dividend  

VII. VESTMENTS TRUSTS -inco ..... lue, ttansact$on,* (Includes those of,spouse and dependen, ch~dten; $eep~ J4-60 fding NONE reportable income, assets, wansactions.) B.C. 
~ripfion Assc~ Income during Or~s value end Transitions during rc~n~g ~ri~ 
(including tms~ ~ts) re~ing ~ri~ reporting pcri~ (2) (2) (]) (2) (4) (~) Place "(X)" afwr ~ch as~t ~ount~ (e.g., Value Value (e.g., Dale Value Gain Identity exempt from prior di~losurc C~e dip., rent, C~e Mcth~ buy, sell, ~yer!~ller
~d~ C~e C~c (A-~ 
orint.) (J-P) 	C~e rede~tion) (J-P) (A-H) (ifpfivale (Q-~ ~an~tion) 
35. 	Wamon Phi. 
NoneJ 
36. 	
403(b) Nationwide Anaui~ 

None 
37. 	
IRA Price Funds Dividend 

38. Spectrum Growth 

39. Sp~trum Income 40_ Spectrumlntemational 

41. 	Members First Cred Union Interest 
-Savings 
42. 	
AmSouth Bank Accoun~ lnterest 

43. 	
B~ch Bank Ac~unt Inter~t 	Life ]mu~nce (~ol~) ~av~ Mutual Aid) None IRA -Vanward Group
45. Dis~bution 

46. STAR Fund 

47. In~afional Value 

48. Wellesley 

49. Wellington 

50. Energy Fund -Health Care

51. 

Value --O~et =Estimated 

VII. VESTMENTS and TRUSTS ...... tu~, ...... ,~o,~ a.~tu~, ,hose o/~ ...... ~t~.~; ~p~ s.~o o/:~# ~.~t,~: 
NONE (No reportable income assets, transactions.) B.C. 
D~cfiption Asse~ In.me during G~oss value end T~n~cfions during re~ing 
Oncluding ~st asse~) re~ing ~d~ r~o~ing 
PI~ ~(X)~ afie~ each asset Amount (e,g., Val~ Value T~ (e.g., Da~ Valu~
exempt f~m ~or disclosu~ div., renL C~e Me~od buy, ~Jl, ~d~ C~e buy~/~ller (A-H) 
orint.) (J-P) C~e redemption) (J-P) (A-H) (ifpfivat 
52. 	
-Windsor Clos~ 12/15/09 Exchanged for #49 #50 #51 

53. 
-Inflation Protect~ Sez. 12/15/09 	Exchange for Windsor 

5~. -PreciousMemls 08/07/09 	Exchange for Windsor 
55. -Sho~ Te~ Inv. Grade 08/07/09 	Exchange for Windsor =$~,~,~1 $50,~,~ =More ~an 
~m~

VIII. ADDITIONAL INFORMATION EXPLANATIONS. 

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. 
Signatu 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND VILFULLY FALSIFIES FALLS 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 Government Act 1978
Re~. 1/2010 FOR CALENDAR YEAR 2009 ~.~ U.S.C. app. ,~. 101-11t) Person ~.eporting (as! name, first, middle initial) Court Organization Dale Reporl 
Vinson, Roger District Court NDFt. 5/14/2010 Title (Article II1 judges indicate active senior status;  5a. Reporl Type (check appropriate b"Pe) Reporting Period  
magistrale judges indicale full- parMime) Nomlnatioo,  Daie  01101/2009  
District Judge-Senior lnitial  ~1~] Annual Final 2/3 ]/2009  

5b. Amended Report Chambers Office Address the basis the information contained this Report and any 
m~difieations perlaini~g (hereto~ is, opinion~ compliance United States Courthouse 
with applicable laws and regulations. 
One North Palalbx Street, #517 
Pensacola, 32502 
Reviewing Ofticer Dale 
IhlPOR TAA:T NOTES: The instructions accompanying this form must followed. Complete oll part~, checking the NO~,VE box for [,art ere you t,o reportable it~fortnation. Sign last page_ POSITIONS. c~.,o,~-~, i.z~..~d.~o,n~.; 9.tz .r~,.~ instructians.) NONE (No reportablepositions.) POSITION NAME ORGANIZATION/ENTITY Co-Trustee and Chairman Hugh and Earle Fellows Memorial Fund Co--Irustee Vinson Cemetery Trust Fund Trustee American Camellia Society Trust, Inc. 
Chairman Pensacola Camellia Club Foundation, htc. President Ameracan Camellia Society, Inc. 
II. AGREEMENTS. Is,~,,.~,,s, individt, only; see pp. 1.1-16 filittg instruction.r.) NONE (No reportable agreements.) 
DATE PARTIES 
IIl. NON-INVESTMENT INCOME. igepo,,i.g ~.~i,,ie..t ..~sp .... ~,p. 17-~4 oip~i.g ......... ~,.~.~ Fliers Non-Investment Income NONE ~ro reportable non-investmen~ income.) DATE SOURCE AND TYPE LNCOME OOHSS No~-Iflvegtmellt Hcome -if yot were married durimg any po~ion the reporting.vaar complete thL .sectio~ NONE (No reportable non-investment income.) DATE SOURCE AND TYPE 2~9 Florida Retiremenl System 
""?~,,. REIMBURSEMENTS ..... s-~ .....
ion.,o,,~i,,~.~,,o,~ ....... NONE (.No reportable reimbursements.)  DATES  LOCATION  PURPOSE  ITEMS PROVIDED  Northv,estem Law Judicial  03129/2009  Chicago, Illinois  Economics Institute for  (Some Transpo~at~on. Food and  
Education Program  04103/2009  Judges  Lodging) P,~rs,m R~pol~i,,g Dale Report 
~OURC~ NONE (No reportable liabilities.) CREDITOR ~ank America tVlortgage Loar~ ...... 
DESCRIPTION VALI~ 
DESCRIPTION VALI,JE CODE 
Y,~ ..... ..... ft~ ..... a~p,,~t.,e ~,~ r~em,0r,
FINANCIAL DISCLOSURE RE.PORT 
VII. NVESTMENTS and USTS ....... ............ i,,., an,-tudes those ....... dependent child ....... pp. 34-.60 filing instructions.) NONE ~Zo reportable income, assets, wansacttonx.
.... 
Descn~tion Assets Income dunng Gross value end ]ran~otmn5 dunng repomng 
(including trust asse~s) reaming ~fi~ reporlmg 
Pl~ce "(XF after each asscl Amoum "l~c (e.g, V~luc Value e~enlp~ lro~ por r~m  Me~h~ buy mmldvv C~e Code buvcr~selle~ (A-HI orim.) (J-P) C~e3 redemption~ O-P) (A-rl) 0fprivz~e 
Condom ~, "~:~ g~: 
Adams Express Dividend 

Anglo American Dividend 
Catepillar Dividend 
Cooper lnd Dividend "I" 
Exxon Mobil Dividend 
First American FmancM Dividend 
General Elecmc Dividend Buy 02/04,09 
I0. General Elecmc Dividend 

Buy 03/(/9/09 (addl) 
Geovax Labs 
t2. HCP Dividend Buy 07t109 
Headwaters NoneIT 
1.3. None Buy 03/02/09 
14. 
lntel 

15. 
Matrixx Irutialives Dividend 
NoneJ 
16. 1.),malcks Dividend Dividend __.~ Microchip TechnoloD .... .... aepo.i.~ 	a.,eo~a~port STMENTS TRUSTS ......... ...........,io..~ qnctuaes those ........ awendent children; see pp. 34-60 offding instructions.) NONE (No reportable income, assetz oansactions.]
.......................... ,xZ ............ .....................................~ ............... 

(including ~ms~ assc~s! re~fliag ~ri~l reporting 
(I) (~) (l) .......... ........ (I) {2) ~3) (4, 

Place "(X!" alkcr each assc~ AmountI (e.g., Value Value (e.g.. Date Value[ Gain [dentily cxemp~ from prior disciosme d~v.. renL C~" Meth~ buy, sell m~dd~ C~e
C~e (AH) mt.I (J-P) Cl~e redemption) (J~P) (A~ (Q-W) bansact~on) Microsoft Dividend Miranl 	None 
Myriad Genetics
None Myriad Pharmacetmcah; 

None Spinoff 06/30/09 (fiom line 20) 
 22. Pioneer Nat. Res.
None 
23. 	Regions Financia! None Buy 02!04/09 
(addl) 

2,!. 	Regmns Financ*al None Buy 02!27/09 
(addl) 

25. 
Regions Financml 

None 	Sold 07/09/09 (part) 
26. 
Royce Value Fund Dividend 

27. 
Southern Company Dividend TECO Dividend 
29. Rowe Price Tax-Free Fund Dividend Rowe Price S~.;ctrum Fund Dividend 
31. 
Vanguard Energy Fund 

32. 
Vanguard Precious Metals Fund 

33. 
Vanguard Tax-Managecl Cap Appreciation Dividend Dividend Dividend 
Fund 
34. Walmar~ Dbidend "1"  

VII. INVESTMENTS TRUSTS -i.co.e. ,.~.e. ...... ~o.. anaudes those o/sp ...... dependent children; see pp. J4-60 rUing ~struction) 
NONE (No reportable income assets, transacnons.) 
Descnptlon Asse~ 
Income during G~oss value end T~nsacnons dufin~ reporting (including trust ~se~) re~aing ~ri~ reponing ~ri~ (2) (2~ (2) (3) (~) (5) Place "(X)" after each asset Amounl (e.g., Value V~luc T)~ (e.g.. D~te Value Gain Identity exempt from prior d~sclosure C~e 
div., tent. C~c Meth~ buy, sell. ~d~ C~c Code. buyerlseller(A-H) ira.) (J-P) 	C~e redemption) (J-P) (A-H) {ifpfivale (Q-~ tran~clion) 
35. Wagon Pha~. 
NoneJ 
36. 403Co) Nationwide Annuity 
None 
37. IRA Price Funds Dividend 	I_. 
38. Members First Credit Interest 
-Savings 
39. Amgouth Bank ~[, Accouuts Interest 
40. Beach 13ank Account Interest 
41. 
Life Insurance (Whole) (Navy. Mutual Aid) None 

42. 
IRA Vanguard Group Distribution 

43. STAR Fund 

44. International Value 

45. Wellesley 

46. Wellington 

47. Energy Fund 

48. 
-Health Care 

49. 
-Windsor 

Closed 12/15/09 	Exchanged for #49 #50 #51 
50. -Inflatinn Protected Sec. 
12/15/09 Exchange for Windsor #48 
51. -Precious Metals 
08/07/09 	Exchange for Windsor #48 
FINANCIAL DISCI~OSURE REPORT 
VII. INVESTMENTS and TRUSTS ........ .......ions andudes those o/.rp ........d dependeat chitdren; NONE reportable income, a6"sets, trcmsactions.) 
................... ............ ........... .................... .................... 

l)cscnpt~on Assc~s Income during Gross value end Transactions during repomng 
(including t~zt asscts rcpoamg ~n~t rcpomag 
Place "(X)" after each asset Amount Ty~ (e.g.. VaJoe Value Type (e.g.. Date Value[ Gain Identity div.. renL Code Meth~ buy sell m~dd/yy Code Code tA-H) rot.) J.i,>C~e redempt on) (A-H) 0fprwatc (J-P) 0~/07/09 Exchange [br Wir, dso~ 52. -Sho~ Term Inv. Grade ......... 

#48 

VIII. ADDITIONAL INFORMATION 
IX. CERTIFICATION. certify that all informatinn given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge aud belief, and that any information not reported was withhed beca~ase met applicable 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 prox5sioos U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations, 
NOTE: ANY INDIVIDUAL WHO KNOWIN(:LY AND VILFULL~ FALSIFIES ()l:t FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRI[~IINAL SANCTIONS [).S.C. app.  104) 
FILING INSTRUCTIONS 
Mail s~gncd original and additional copies 
Committee Financial Disclosure Administrative Office the United States Co~.trts Suile 2-301 One C?oh, mbus Circle, N.E. Washington, D.C. 20544