Aleta A Trauger Financial Disclosure Report for 2007
Category:Financial Disclosure
Number of Pages:9
Date Created:November 13, 2008
Date Uploaded to the Library:November 12, 2013
Donate now to keep these documents public!
See Generated Text ∨
Autogenerated text from PDF
Government Act 1978 FOR CALENDAR YEAR 2007 USC. app. 101-111) Person Reporting (last name, first, middle initial) Trauger, Aleta Court Organization U.S. District Court (MD Tenn) Date Report 51212008 Title (Article lll judges indicate active senior status; magistrate judges indicate full-or part-time) U.S. District CUudge-Active Sa, Report Type (check appropriate type) Nomination, Date Initial [{] Annual Sb. Amended Report Final Reporting Period 0110112007 1213112007 Chambers Office Address 825 U.S. Courthouse 801 Broadway Nashville, Tennessee 37203 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date IMPORT ANT NOTES: The ins/ructions accompanying this form must followed. Complete all parts, checking the NONE box/or each part where you have reportable information. Sign last page. POSJTJO NS, (Reporting individual only; see pp. 9-13 filing instructions.) NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Member, Board Trustees Member, National Council Co-Executor JI. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) [{] NONE (No reportable agreements.) Trauger, Aleta III. N-INVESTMENT INC ME. (Reporting individual and spouse; see pp. 7-24 filing instructions.) Filer's Non-Investment Income [ZJ NONE (No reportable non-investment income.) SOURCE AND TYPE INCOME (yours, not spouse's) Spouse's Non-Investment Income -If you ivere married duri11g any portion the reporting year, complete this sectio11. (Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 2007 Income from law finn partnership --is attorney partner Trauger Tuke. IV, REIMBURSEMENTS --transportation, /odgi11g,food, entertainme11l (Includes those spouse and dependent children; see pp. 25-2 filing instruclions.) [ZJ NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED Date Report Trauger, Aleta 51212008 GIFTS, (Includes those spouse and dependent children; see pp. 28-3I filing instructions.) [2J NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE Mortgage -Jaw finn building (-joint liability with other partners) and Loan for -law finn HVAC units -joint liability with other partners) Line credit law firm building Mortgage Rental Property, Nashville, Davidson Co., Date Report Trauger, Aleta 5/2/2008 VII. INVESTMENTS and TRUSTS -income, va1ue, transactions r1nc111des those spouse and dependent children; see PP 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during Gross value end Transactions during reporting reporting period reporting period (1) (2) (1) (2) (1) (2) (3) period Amount Type (e.g., Value Value Type (e.g., Date Value Gain Code div., rent, Code Method buy, sell, Month- Code Code (A-H) int.) (J-P) Code redemption) Day (J-P) (A-H) (5) Place "(X)" after each asset Identity exempt from prior disclosure buyer/seller (if private transaction) Acc'ts. SunTrust Bank, Nashville, Interest The Equitable A.B.A. Group IRA Interest Robertson Stephens Emerging Growth Fund Interest Coventry Health Care Inc. common stock None gift 12121 West End UMC Income Gain Codes: 1,000 less B=Si,OOl -S2,500 =S2,50 -S5,000 =55,00 15,000 15,00 -550,000 (See Columns and 04) =S50,00 -SI 00,000 =5t00,00J -Sl,000,000 =51,000,001 -55,000,000 =More than SS,000,000 Value Codes 15,000 less 15,00 -S50,000 =550,001 -SI00,000 =SI00,001 -5250,000 (See Column DJ) =5250,001 S500,000 =SS00,00 -51,000,000 =Sl,000,001 -S5.000,000 =S5,000,001 -525,000,000 =S25,000,00I -550,000,000 =More than S50,000,000 Value Method Codes "'Appraisal "'Cost (Real Estate Only) =Assessm ent =Ca Market (See Column C2) ""Gook Value =Other =Estimated 51212008 Trauger, Aleta VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those spouse and dependent hildren; see pp. 34-60 filing instructions.; NONE (No reportable income, assets, transactions.) Transactions during reporting period Description Assets Income during Gross value end (including lrusl assets) reporting period reporting period (2) (2) (I) (2) (I) Amount Code Place "(X)" after each asset exempt from prior disclosure (A-H) Rutherford Co., gen. oblig. bonds 19. !TECH Partners, L.P. Dividend Type (e.g., div., rent, int.) Value Code (JP) Non Value Type (e.g., Method buy, sell, Code redemption) (Q-W) redemption Date Month Day 511 Value Gain Code Code (J-P) (A-H) ldentity buyer/seller (if private transaction) Income Gain Codes: ""S1,000 less B=Sl,001-52,500 =52,SOt -55,000 =55,00 515,000 15,00 -SS0,000 (See Columns and 04) =S50,00I -SI 00,000 =SI 00,00 1,000,000 1,000,001 -S5,000,000 :=:Mor than 55,000,000 Value Codes 15,000 less 15,00 -550,000 =550,00 -SI 00,000 =SIOO,OOt -5250,000 (See Columns and 03) =5250,00 -5500,000 =5500,001 -Sl,000,000 1,000,00 -SS,000,000 =55,000,001 -SZS,000,000 =525,000,00t -550,000,000 ""More than SS0,000,000 Value Method Codes ""'Appraisal =Cm.t (Real Estate Only) ""A ssessment T=Cash Market (See Column C2) ""Book Value :o:Qther =Estimated Date Report 5/2/2008 Traugcr, Aleta VII. INVESTJIIENTS and TRUSTS --income, va111e, 1runsac1iuns r1nctudes those a/spouse and dependent children: see PP 34-60 a/filing instructions.; NONE (No reportable income, assets, transactions.) Transactions during reporting period Description Assets Gross value end lncome during (including trnst assets) reporting period reporting period (5) (3) (4) (2) (!) (2) (l) (2) Date Value Value Type (e.g., Place "(X)" after each asset Amount Value Gain Type (e.g., Identity exempt from prior disclosure Code (A-H) div., rent, int.) Code (J-P) Method Code (Q-W) buy, sell, redemption) Month-Day Code (J-P) Code (A-H) buyer/seller (if private transaction) 35. buy 3/28 36. -Capital Income Builder Fund Dividend buy var. div. reinvest. 37. buy 1119 Income Gain Codes: :.$,ODO less 8Sl,OOl -S2.500 0S2,50 -S5,000 =S5,00 -SI 5,000 15,00 -$50,0001 (See Columns and 04) "550,001 -SI00,000 =5100,001 -Sl,000,000 =St,000,001 -SS,000,000 =More than S5,000,000 Value Codes 15,000 kss o;Sl5,00I SS0,000 "550,001 -SI00,000 0SIOO,OOI -5250,000 (See Columns !'Ind 01) "5250,001 -SS00.000 =S500,00I -Sl,000,000 "Sl,000,001 SS,000,000 =S5,000,00t -S25,000,000 525,00G,001 -$50,000,000 "-' More than SS0,000,000 Value Method Codes =:Appraisal =Co.st (R,a! Estaii:: Only) =Assessment =Cash Market (See Column C2) =Book Value =Other Vo=f:s11ma1ed -------------- ------------------------- __J Date Report Trauger, Aleta 5/2/2008 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) (I) (2) (I) (2) (3) (4) Place "(X)" after each asset Amount exempt from prior disclosure Code (A-H) Type (e.g., div., rent, int.) Value Value Code Method (J-P) Code (Q-W) Type (e.g., Date buy, sell, Month redemption) Day Value Gain Code Code (J-P) (A-H) Identity buyer/seller (if private transaction) Income Oa111 Codes: 1,000 less 1,00 S2,500 =S2,50J S5,000 ss,oo 15,ooo 15,00 -S50,000 (See Columns and 04) sso,oo 100,000 =SI 00,001 -Sl,000,000 1,000,00 -S5,000,000 -=More than SS,000,000 Vlue Codes ""S 15,000 less =St 5,00 -S50,000 s50,001 100,000 SJ00,001 -S250,000 (See Columns and 03) S250,00 -S500,000 s5oo,oot -s1,ouo,ooo 1,000,00 -SS,000,000 s5,ooo,001 -s2s,ooo,ooo s2s.ooo.001 -s5o,ooo,ooo =More than SS0,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) "-"Assessment =Cash Market (See Column C2) =Book Value =Other =Estimated 51212008 Trauger, Aleta VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofReport.) Estate closed 9/07. All assets reported and distributed 2006. VI. These loans (previously reported separately) were consolidated during 2007. Vil. 16. Not taking into account the outstanding mortgage. 66. Purchase price was $550,000. 5/2/2008 Trauger, Aleta 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