Truman M Hobbs Financial Disclosure Report for 2005
Number of Pages:29
Date Created:December 5, 2006
Date Uploaded to the Library:November 13, 2013
Autogenerated text from PDF
UNITED ATES DISTRICT COURT MIDDLE DISTRICT ALABAMA Courthouse, Church St., Suite D-300 MONTGOMERY, ALABAMA 36104 TRUMAN HOBBS TELEPHONE (334) xi;:: Delete "cash account" and substitute therefor c::J:.-: ... -"I -L., ,....1_1 ""- r:i "Merrill Lynch Bank USA R6P." -q, CJ.:> Respectfully submitted, Encl: copies A0-10 (WP) Government Act i978, Rev. J/2006 U.S.C. app. JOi-11 FOR CALENDAR YEAR 2005 Date Report Person Reporting (Last name, first, middle initial) Court Organization 5/15/06 HOBBS, Truman USDC (MD AL) Reporting Period Title (Article III judges indicate active senior status; Sa. Report Type (check appropriate type) magistrate judges indicate full-or part-time) Nomination, Date 1/1/05 USDJ (Senior Status) 12/31/05 Initial Annual Final Sb. Amended Report Chambers Office Address the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and Courthouse regulations. Church -Suite D-300 Montgomery, 36104 POSITIONS. (Reporting individual only; see pp. 9-i3 Instructions.} NAME ORGANIZATION/ENTITY NONE (No reportable positions.) Director and officer char co-trustee Trusts and have financial interests the trusts II. AGREEMENTS. (Reporting individual only; see pp. 14-i6 instructions.) DATE PARTIES AND TERM NONE (No reportable agreements.) III. N-INVESTMENT ME. (Reporting individual and spouse; see pp. 7-24 instructions.) DATE SOURCE AND TYPE INCOME Filer's Non-Investment Income NONE (No reportable non-investment income.) Spouse's Non-Investment Income -If you were married during any portion the reporting year, please complete this section. (dollar amount not required except for honoraria) NONE (No reportable non-investment income.) Date Report Name Person Reporting HOBBS, Truman 5/15/06 IV. REIMBURSEMENTS (Includes those spouse and dependent children. See pp. 25-27 Instructions.) SOURCE DESCRIPTION (No such reportable reimbursements.) GIFTS. (Includes those spouse and dependent children. See pp. 28-3I Instructions.) SOURCE DESCRIPTION NONE (No such reportable gifts.) VI. LIABILITIES. (Includes those spouse and dependent children See pp. 32-33 Instructions.) CREDITOR DESCRIPTION VALUE CODE* VII. Page INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 Instructions.) M=c$100,00l-$250000 ' Name Person Reporting Date Report HOBBS, Truman 5/15/06 VII. Page INVESTMENTS and TRUSTS --income, value, transactions (includes those spouse and dependent children. See pp. 34-60 ofinstructions.) NONE (No reportable income, assets, transactions.) Conoco Phillips Unova Inc Baxter Int Pfd Int art Duke Energy Common Div Colg Palm Common Barrick Gold Comm Berkshire Hath Dela -common Cohen Steers REIT Kinder comm ought Morgan Paso Corp comm Div Muni Enh Munivest Income/Gain COdes: A=$1,000 or'less ' B=$l,001-$2,500 C=$1,501-$5,000 IF$5,001$15,000 E=$15,001-$50,000 (See CoL Bl, 1)4) F"7$50,QQI$ l()O,OQO. G=$.I00;001:,$J,OOO,OOO Hl=$l,000,00.1-$5,000,000 . H2'=More than $5,()00,0po J=$l5,000 cidess'L:i (See col: er; D3J N=o$2so;oor,s590,ooo P3$.S:.QQQ,Q()k$0,00Q,OOO '-" Value Codes:>;- K7'$L5;001:$50,QOO: L=$50,00k$100,000 . o=.ssoo;oo.u1,000,000 J=$15,000or'Jess';, .... .K=$L5;001c$50,0_00 L=>$50,00lc$l00,000.. M:o$100,00lc$250,000: (ee CoL,cJ ,)J1) N=.$250,QQ ,$500,000 ' o=$5QQ,OQF$1 ;00(),000 P]=>$I ;000,00 $5,000,000 P'.i$5,,(),Q0,()p1 $2?0?,00() P3;"$25,QQQ,OQ1$50,00Q,OOO . : :;'''''. P4=/'yfore than $5(),000,0()() ,., . Value MethodCodes: Q=Appriii5al:' R=cost.(real estate only) S=>Assessinent T=Casli!Market. . (See CoL C2J U=B; .K'C'$15;ooJ:$50,QOO . L=$50,00J" $100,000 M""$100,001"$250000.'. (See Col. p}). N""$250,0Q lc$50Q,OQO 0"=$5QQ,OQI ;000 ,000; "':$1,000,001 ,000,000 P2"i$,5 ,00Q,Op]$25,000,00 ... P3;"$25,QQQ,QO!c;$5Q,QOQ,QOO.. ':; ';' ]' P4=M6ie than $50,000,000 Value Method.Codes: Appralat: only) S=Assessment T=Cash/Maret, (See Co.I. c2r::>." U='Baqkvalue ('.. W=Estimated Name ofPerson Reporting Date ofReport HOBBS, Truman 5/15/06 VII. Page INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 ofInstructions.) NONE (No reportable income, assets, transactions.) TRUST Nfifin NO. comm cks Eli Lill Imation -Excel Ener -Illinois Tool Wks -Procter Gamblew Dutch SBC Comm Paso Energy Southern Coi Synovus Fin Tupperware Corp -Citigroup St. Paul Travelers Colonial Pptys Smucker Income/Giiin CodeS: A=$I.,GOO less B:==$'i',oo 1-$2,500 -C$2,501-$5,000 $5,00I$I5>000 E=$15,001-$50,000 (See Col. 131, P4) F=$50,0QI-$!00,000 G=$]OO;oo.F$1,000,000 HI:=$1,000,001-$5,000,000 H2=Mof!: than $5,000,000 Value' Codes::> 1=$15,000 or:Iess .:. K='$I5;00J;.$50,0.00 L=$50,00l.$100,000 .. M=:$100,001"$250,000. (See Col. Cr,.p3) N=$250,00Ic$500,000 0=$5QQ,OOI'..$J ,000,000 P]=$l;000,00I$5,000,000 P2=$s;ooQ,Op $25,000,00 . P3=$25,00Q,OOl-$50,00Q;ooo.:c; :.:' P4='More than $50,000,000 Value.Method Codes: Appraisal .. R=Cost(real estate only) S=Assessment T=Cash!Market: (See CoL G:2) .. . U=Boqk value V""Other . W=Estimated Name Person Reporting HOBBS, Truman VII. Page INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children. See pp. 34-60 Instructions.) NONE (No reportable income, assets, transactions.) TRUST NO. -Commo ctd -Barrick Gold Cor -Cohen Steers Selec -Regions Fin Cor -Baxter Intl stoc -Texas Genco Hldgs -Johnson Johnson -Cohen Steers REIT ==================== -John Hancock GBL io-Templeton World 111 -MF: Van Kampen Amer fap -MF DNP Select Income TRUST NO. D/I Lynch CMF -Plltn Ctl Bham Jeff CGA Ala Pub Sch/Clg Income/Gain Codes: A=$ ,OOO less . 8=$1,001-$2,500 C=$2,50J -$5,000 D=$5,00I 5,000 E=$15,001-$50,000 (See Col. BJ, D4) . F:c$50,QQ1.$100,QOO ... G=JQO;QOJ$!,000,000 H!;=$!,OOO,OOJ-$5,000,000 H2=More than $5,000,000 L=c$50,001".$JOO,ooo M=;$100,001-$250;ooo. Value Ci:xleS> J==$15;ooooi.less':,i K=$ts;oo1"$50,QOO (See CoL.C .9,3) ,, N=.$250,0Q lc$5QQ,OOO Q=$5QQ,OOF$l ;OOQ,000 n..,$ J;Ooo;oo 2$5,000,000 P3=$25,QQQ;OQl$50,00Q;O,OQ'O:F /'.!' '.' P4=Mot rhari $5.0,ooo,ooo Value Method Codes: Q.;.;Appraisat;; estate only) (See Col. C2) . u=Bi>okva!Ue T=Cash/MarketS=Assessfnent . W=Estimated '' ..: _ HOBBS, Truman 5/15/06 VII. Page INVESTMENTS and TRUSTS --income, value, transactions (Includes those spouse and dependent children. See pp. 4-60 Instructions.) NONE (No reportable income assets transactions.) CORPORATE BOND Gen Mtrs Accept Abbott Labs Cardinal Health Arvin Meritor Baxter Intl -Com ass Banc -Coca Cola Income/Gain Codes: k=$1,000 less B=$1,00I-$2 ,500 . C=$2,50J-$5,000 D=$5,001"$15,000 E=$15,00J-$50,000 (See Col. f31, 04) E$50,0Q 1-$100,000. G=$10o;oo ,990,000 HI=$! ,000,001-$5,000,000. H2=More thaii $5,000,000 J=$l5,000odess:.:c, .K=$15,00Jo$50,0.00 L=$50,00J.$!00,000 M=c$100,00J-$250,000 (See C11."9J). N=$250;00l:-$500,QOO 0=$500,001$1,000 000 P!"'$1,000,00 $5,000,000 P2=c$5,000,001-$25,000,000 .