John E Steele Financial Disclosure Report for 2003
Number of Pages:8
Date Created:February 3, 2005
Date Uploaded to the Library:November 13, 2013
Autogenerated text from PDF
r-.,, cn:a: c:> :ti :z: ITJO .,..._, C,"') Name ofPCl50llReporting Date Report Steele, John ID. NON-INVESTMENT INCOME. (Reporting individual and spouse; see pp. 11-24 offiling instructions) Filer's Non-Investment lncom -(No reportable non-investment income.) (yours, not spouse's) .B. Spou_'s Non-Investment Income (If you were married during any portion the reporting year, please complete this section. (dollar amount not required except fur bonoraria) NONE -(No reportable non-investment income.) 2003 Self-Employed, real estate/massage therapist IV. REIMBURSEMENTS -transportation, lodging, food. entertainment. (Includes those spouse and dependent children. Sec pp. 25-27 instructions.) NONE -(No suchrcportablercimbursements.) Name Person Reporting Date Report Page of3 Steele, John 5/11/2004 yn. INVESTMENTS and TRUSTS -income, value, transcations (includes_those the spouse and dependent children. See pp. 34.57 offiling instructions.) Income during Gross value end Transactions during reporting period Description Assets reporting period (including trust assets) not exempt (1) (2) (1) (2) (1) (2) (3) (5) Place "(X)" after each asset exempt Amount (e.g. Value Value Type (e.g. Type fi'om prior disclosure buy, sell, Date: Value Identity Code2 Method MonthCodl:l div. rent. Codc2 buyer/seller(ifprivate (AH} int.) (J.P) Code3 (W) merger, (J-P) (A_ n:dcmption) transaction) DNONE (No reportable income, assets, lransactions) Second Home, Blowing Rock, N.C. May, 1988 $110,000 Bank America Accounts Rent Interest Jax Fed Acct Interest Abbott Labs common Dividend Disney common Dividend Merck common Dividend Public Storage Dividend Home Depot common IRA Dividend Thcnno Electron common IRA Dividend 10. Tyson common IRA Dividend 11. Fidelity Money Mrk IRA Dividend Valic Fixed Acct Plus IRA Dividend 12. 13. Magellan mutual IRA Dividend 14. Puritan mutual IRA Dividend 15. Gabelli IRA Dividend 16. Mutual Series Shares IRA Dividend 17. Spartan Money Mkt IRA Interest Fidelity Money Mkt IRA Dividend 18. lncome/Gain Codes: -$1,000 less ='Sl,001-$2,500 $5,001-$15,000 $15,00J.$50.000 $1,000,00J.$5,000,000 =MOl'.C than $5,000,000 (See Columns and D4) sso;oo1-s100.ooo SlOO,OOlSl,000,000 Value Codes: $15,000 less Sl5,00l-S50,000 sso;oo1-s100.ooo $100,001-.$"..SO,OOO S250,000-SSOO,OOO $500,001-Sl,OOO,OOO S!,000,001-$5,000.000 $5,000,001-$25.000,000 (See Columru1 and 03) $25,000,001-$50,000,000 SMore than $50,000,000 Value Metbod Codes =Appraisal Cost (Real Estate Only) =Assessment Cash/Market 1r -"'-1- r.,-, :;::. Rnnl:Value =Other Estimated Name Person Reporting Date Report Steele, John 5111(2004 VII. INVESTMENTS and TRUSTS -income, value, transcations (includes lhose ofthe spouse 111d dependent chikhen. Sec pp. 34-57 offiling instructions.) Income during Gross value end Transactions during reporting period Description Assets reporting period reporting period (including trust assets) (1) (2) (1) (2) exempt Place cxr after each asset exempt from prior disclosure Amount Code (AH) Type (e.g. div. Rllt. int.) Value Code2 (J..P) Value Method Code3 (Q-W) Type (e.g. buy, sell, merger, redemption) (2) Date: Month Value Code2 (J-P) Gain (A- Identity buyer/seller (ifprivate transaction) VanKampen Cotp Bond Fund, IRA Dividend Babson Ent mutual Dividend 20. 21. Fidelity Brokerage, cash acct 22. Colwnbia Mgd Municipals Fund Dividend 23. T.Rowc-.Price Eq. mutual Dividend 24. Parnassus mutual Dividend 25. Fidelity Diver Internal IRA Dividmd 26. Fidelity Short Term Bond IRA Dividend Mcl>onalds common Dividend 27. 28. Founden/TRPrice Small Cap IRA Dividend 29. Centuty Intl Growth IRA Dividend 30. T-Bond (Zeros}, Fidelity Brokerage IRA Dividend 31. Lot, Blowing Rock, N.C., 1993, $15,000 None AGSPC Social Awareness IRA Dividend 32. Putnam OTC Emerg GRO IRA Dividend 34. American Centuty Ultra Fund IRA Dividend Rowe Price Scimce Tech IRA Dividend 35. 36. Putnam Global Equity IRA Dividend Income/Gain Codes: Sl,000 less SJ,001.$2,500 -$2,501-SS,OOO $5;001-$15,000 $15,00J-SS0,000 (See C-0lumns and 04) SS0,001-$100,000 SI00,001-SJ,OOO;OOO $1,000,001-$5,000,000 =Mon: than $5;000,000 Value Codes: $15,(lOO less $15,001-$50,000 SS0,001$100,000 $100,001-$250,000 (See Columns and 03) $250,000-$500,000 "'$500,001-Sl,OOO.OOO Sl,000,001-SS.OOO,OOO $5,000,001-$25,000,000 S25.000,00J.S50,000,000 SMore than $50,000,000 Value Method Codes Appraisal Cost (Real Estate Only) Assessment Cash/Market =Book Value =Other Estimated FIN:ANCIAL DISCLOSURE REPORT Name Person Reporting Date Report Steele, John S/11/2004 VII. INVESTMENTS and TRUSTS -income, value, transcations (includes lhose the spouse and dependent children. See pp. 34-57 filing insttuctions.) Income during Gross value end Transactions during reporting period Description Assets reporting period reporting period (including trust assets) (l) (2) (l) (2) not exempt (2) (3) Pince "(X)" after each asset axempt Value Value Type (e.g. Dale: Amolllll Type (e.g. Value Identity from prior disclosure buy, sell, Code div. rent. Code2 Method Month- int.) (J-P) Codc3 merger, Day Code2 Code buyer/seller redemption) (Q-W) (J-P) (A-(ifpiwte tranSllClion) 37. Century Telephone common Dividend 38. Focus Fund Dividend 39. Vanguard Life Strategic Mod Growth IRA Dividend 40. Quantum Cotp DDS IRA commoo Dividmd 41. Waclievia accounts Intc:rest 42. NVR common Dividmd 44. Viasys Healthcare Inc.common, IRA Dividmd Bed. Bath Beyond common Dividcnd Income/Gain Codes: (See Colwnns and D4) s1;000 less $50,001-$100;000 $1,001-$2,500 SJOO,OOJ-Sl;000,000 =$2,SOJ-$5,000 $1;000,001-SS,000,000 $5,00J-$15,000 H'.! =More than $5,000,000 SIS.001-SSO,OOO Value Codes: $15,000 less Sl5,00l-S50,000 $50,001-S 00,000 !00,001-$250,000 (See Columns and 03) $250,000-$500,000 S500,00!-Sl,OOO.OOO Sl,000,001-SS,000,000 $5,000,001-$15,000,000 $25,000,001-SS0,000,000 SMore than $50,000,000 Value Method Codes Appraisal =Cost (Real Estate Only) Assessment Cash/Market re_,. .... ......... r") =Book Value =Other =Estimated VIII. ADDffiONAL INFORMATION EXPLANATIONS (Indicatr: part Report.) Section VII: Line 22: Name change from Liberty Mgd Municipasl Fund Colmnbia Mgd Municipals Fund Line 35: Name change from AGSPC Science Tech IRA Rowe Price Science Tech IRA Line 36: Name change from Putnam Global Growth IRA Putnam Global Equity IRA Line 41: First Unioo bank became Wachovia bank certify that all infonnation given above (including infonnation 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 pennitting non-disclosure. Mail signed original and additional copies to: Commi,ttee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E.