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Judicial Watch • Jon P. McCalla – 2006

Jon P. McCalla – 2006

Jon P. McCalla – 2006

Page 1: Jon P. McCalla – 2006

Category:Federal Judges

Number of Pages:9

Date Created:January 31, 2008

Date Uploaded to the Library:November 21, 2014

Tags:MCCALLA, Jon P McCalla, SHELBY, SCHEDULE, Tennessee, Morgan, Stanley, 2006, transactions, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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AOlO Government Act 1978 
Rev. 1/2007 
FOR CALENDAR YEAR 2006 U.S.C. app.  101-111) Person Reporting (last name, first, middle initial) MCCALLA, JON Court Organization U.S. DISTRICT COURT Date Report 05/15/2007 Title (Article IIIjudges indicate active senior status; magistrate judges indicate full-or part-time) U.S. DISTRICT JUDGE (ACTIVE) Sa. Report Type (check appropriate type) Nomination, Date Initial Annual Final Reporting Period 01/01/2006 12/31/2006 
Sb. Amended Report Chambers Office Address 167 MAIN STREET 9THFLOOR MEMPfllS, 38103 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 instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITI NS. (Reporting individual only; see pp. 9-13 instmctions.) [Kl NONE (No reportable positions.) 
POSITION ....... 
II. AGREEMENTS, (Reporting individual only; see pp. 14-16 instmctions.) [Kl NONE (No reportable agreements.) 
 
 
 
Date Report 
MCCALLA, JON 
05/15/2007 
III, N-INVESTMENT ME, (Reporting individual and spouse; see pp. 17-24 instructions.) Filers Non-Investment Income NONE (No reportable non-investment income.) 
[KJ 
 
(yours, not spouses) Spouses Non-Investment Income I/you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) SOURCE AND TYPE 
2006 MCCALLA EAR, NOSE THROAT, P.C.-PHYSICIAN 
 
 
IV. REIMBURSEMENTS --transportation, /odging,food, entertainment. (Includes those spouse and dependent children. See pp. 25-27 instructions.) 
NONE (No reportable reimbursements.) 
[KJ 
SOURCE DESCRIPTION 
 
 
 
 
MCCALLA, JON 
05/15/2007 GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
[KJ NONE (No reportable gifts.) 
 
 
VJ. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-33 instructions.) NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 
FEDERAL LAND BANK FARMS 	None 
FIRST TENNESSEE BANK 	MORTGAGE COMMERCIAL BUILDING, PART VII, LINE 	 
FIRST TENNESSEE BANK MORTGAGE LAND (NOT HELD FOR INVESTMENT PRODUCTION INCOME) 
 
 
 
 
Date Report 
MCCALLA, JON 
05/15/2007 
VII. INVESTMENTS and TRUSTS income, vatue, transactions (Includes those the spouse and dopendent children. see PP 34-60 fuing instructions.; NONE (No reportable income, assets, transactions.) 
Description Assets 
Income during 
Gross value end 
Transactions during reporting period 
reporting period 
reporting period 
(including trust assets) 
(1) 
(1) 
(2) 
(3) 
(2) 
Place (X) after each asset exempt from prior disclosure lST BANK CHECKIN SAVING, MEMPIDS,TN HELBY CO, SHS TRUSTMARK BANK COMMON 	 
#1, SHELBY COUNTY, 12/16/94 	 
#2, SHELBY COUNTY, 11/28/94 	 
#3, SHELBY COUNTY, 11/28/94 	 
SHS TRUSTMARK BANK COMMON 	 
IRA-MORGAN STANLEY -CASH 	 
IRA-MORGAN STANLEY-FIRST GLE 
 
10. 	 
!RA-MORGAN STANLEY-NEW PERSPECTIVE 
 
11. 	 
IRA-MORGAN STANLEY DAVE BUSTERS SHS COMMON 
 
12. 	 
IRA-MORGAN STANLEY-FLOWERS INDU STRIES SHS COMMON 
 
 
Amount 
Code 
(A-H) 
Type (e.g. div., rent, int.) 
Interest 
Rent 
Dividend 
Rent 
Rent 
Rent 
Dividend 
Interest 
Dividend 
Dividend 
None 
Dividend 
Value 
Code 
 
(J.P) 
Value Method Code (Q-W) 
Type (e.g. 
Date 
Value 
Gain 
Identity buy, sell, 
Month- 
Code 
Code 
buyer/seller redemption) 
Day (if private transaction) 
(J-P) 
(A-H) 
SELL 
3/09 
SHS HANOVER INS 
Dividend 
14. 	 
SHS ALCATEL-NAME CHG FROM LUCENT TECHNOLOGY COMMON 
 
15. 	 
AMERICAN GROWTH FUND 
 
16. 	 
INVESTMENT AMERICA 
 
17. 	 
AMERICAN NEW PERSPECTIVES 
 
 
Dividend 
Dividend 
Dividend 
Dividend Income Gain Codes: =$1,000 less =$1,001 -$2,500 
(See Columns and D4) =$50,001  $100,000 =$100,001  $1,000,000 Value Codes =$15,000 less =$15,001  $50,000 
(See Columns and D3) =$250,001  $500,000 =$500,001  $1,000,000 Value Method Codes =$25,000,001  $50,000,000 =Cost (Real Estate Only) 
(See Column C2) =Appraisal V=Other =Book Value =$2,501  $5,000 =$1,000,001  $5,000,000 =$50,001  $100,000 =$1,000,001  $5,000,000 =More than $50,000,000 =Assessment W=Estimated =$5,001 -$15,000 =More than $5,000,000 =$100,001  $250,000 =$5,000,001  $25,000,000 :::Cash Market =$15,001  $50,000 
 
 
 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (1) Amount Code (A-H) (2) Type (e.g. div., rent, int.) (1) Value Code (J-P) (2) Value Method Code (Q-W) (1) Type (e.g. buy, sell, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) 
 
FUND 
18. MEMPHIS ENT NETWORK, MEMPHIS, None 
19. 20. FRACTIONAL INTERESTS CO., FRACTIONAL INTEREST NHERITED Rent Rent 
21. IRA-MORGAN STANLEY-AIM CONSTELLATION-FORMER AGRESSIVE GROWI1I Dividend 
22. IRA-MORGAN STANLEY-MUNDER NET NET FUND Dividend 
23. MORGAN STANLEY LIQUID ASSET FUND Interest CLOSED 12/15 
24. AGERE COMMON None 
25. AGERE COMMON None 
26. IRA-MORGAN STANLEY-AM GROWTH FUND AMERICA Dividend 
27. IRA-MORGAN STANLEY-PUTNAM CAP VALUE Dividend 
28. IRA-MORGAN STANLEY-CALAMOS GROWI1IFUND Dividend 
29. PUTNAM MID CAP VALUE Dividend 
30. CALAMOS GROWI1I FUND Dividend 
31. ING INTL VALUE FUND Dividend 
32. ROTH-FIRST TENNESSEE Interest Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501  $5,000 =$5,001. $15,000 =$15,001 -$50,000 
(See Columns and 04) :$50,001 -$100,000 =$100,001  $1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  $50,000 =$50,001 -$100,000 =$100,001  $250,000 
(See Columns and DJ) N=$250,001 -$500,000 =$500,001  $1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market 
(See Column CZ) =Appraisal V=Other =Assessment =Book Value =Estimated 
 
 
Date Report 
05/15/2007 
MCCALLA, JON 
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the 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 reporting period Gross value end reporting period Transactions during reporting period 
(1) Amount Code (A-H) (2) Type (e.g. div., rent, int.) (1) Value Code (J-P) (2) Value Method Code (Q-W) (1) Type(e.g. buy, sell, redemption) (2) Date Month Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and D4) F=$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes J=$15,000 less K=$15,001 -$50,000 L=$50,001  $100,000 =$100,001 -$250,000 
(See Columns and D3) N=$250,001 -$500,000 0=$500,001  $1,000,000 =$1,000,001 -$5,000,000 P2=$5,000,001  $25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) P4=More than $50,000,000 =Cash Market 
(See Column C2) =Appraisal V=Other =Assessment =Book Value =Estimated 
 
 
Name Person Reporting 
Date Report 
MCCALLA, JON 
05/15/2007 
VII. INVESTMENTS and STS --income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Income during 
Gross value end 
Description Assets 
Transactions during reporting period 
reporting period 
reporting period 
(including trust assets) 
(3) 
(2) 
(1) 
(2) 
Place (X) after each asset Amount Type (e.g. Value Value 
exempt from prior disclosure Code div., rent, Code Method 
(A-1-1) int.) (J-P) Code3 
(Q-W) 
 
TRADEWINDS 
Type (e.g. buy, sell, redemption) Date Month-Day Value Gain Identity 
Code Code 
buyer/seller (J-P) 
(if private transaction) 
(A-1-1) Income Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001  $15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,001  $100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001  $50,000 =$50,001 -$100,000 =$100,001 -$250,000 
(See Columns and 03) =$250,001  $500,000 =$500,001 -$1,000,000 =$1,000,001  $5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market 
(See Column C2) =Appraisal =Other =Assessment =Book Value =Estimated 
 
 
 
Date Report 
MCCALLA, JON 
05/15/2007 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (Indicate part Report.) 
SCHEDULE VII, LINE INTEREST SHELBY COUNTY, TENNESSEE WAS PURCHASED JULY 20, 1982 
 
 
LAND 
SCHEDULE VII, LINE 
INHERITED UNDIVIDED 1/12 INTEREST SHELBY COUNTY, TENNESSEE, DEED DATED 12/16/94. i;I:;1/6 INTEREST UNDIVIDED 1/12 INTEREST FARM LAND LOCATED SHELBY COUNTY, TENNESSEE, DEEDS DATED 11/28/94. 
SCHEDULE VII, LINE 
FRACTIONAL INTERESTS ---N SHELBY COUNTY, TENNESSEE GIFTED 2000. 
 
SCHEDULE VII, LINE 
FRACTIONAL INTEREST SHELBY COUNTY, TENNESSEE INHERITED 1992. 
 
SCHEDULE VII, LINE 
COMMERCIAL REAL ESTATE WAS PURCHASED 8/3/03 FOR $479,988. 
 
SCHEDULE VII, LINES 15, 16, 26, 29, 30, AND THE 2005 
REPORT 
THESE INVESTMENTS ARE OWNED 
 
SCHEDULE VII, LINE 
THIS CASH ACCOUNT WAS CLOSED. 
 
SCHEDULE 
LOAN WAS PAID OFF. 
 
 
 
 
 
 
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 aud 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. 
LLY FALSIFIES FAILS FILE Tms REPORT SUBJECT CIVIL 
 
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