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Judicial Watch • McKinley Jr Joseph H – 2011

McKinley Jr Joseph H – 2011

McKinley Jr Joseph H – 2011

Page 1: McKinley Jr Joseph H – 2011

Category:Federal Judges

Number of Pages:7

Date Created:February 26, 2013

Date Uploaded to the Library:January 21, 2015

Tags:Teachers, MCKINLEY, Joseph, 2011, Market, Codes, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Reporl Required the hies Government Ac/ of1978 FOR CALENDAR YEAR 2011 u.s.c. app. 101-111) Person Reporting (last name, first, middle initial) McKinley, Joseph Court Organization Western District Kentucky Date Report 03/23/2012 Title (Article III judges 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 Sb. Amended Report Final Reporting Period 01/01/2011 12/31/2011 Chambers Office Address 
206 U.S. Courthouse 
423 Frederica St. 
Owensboro, 42301 
 
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. Insert signature last page. POSITIONS. (Reporting individual only; see pp. 9-13 filing instructions.) 
[{] NONE (No reportable positions.) 
POSITION NAME ORGANIZATION/ENTITY 
 
 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 
 
PARTIES AND TERMS 
 
 
Date Report 
McKinley, Joseph 
03123/2012 
Ill. N-INVES TMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filers Non-Investment Income 
[{] NONE (No reportable non-investment income.) 
 
SOURCE AND TYPE INCOME 
(yours, not spouses) SpouseS Non-Investment Income -If 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 2011 Kentucky Teachers Retirement 
 
 
 
IV, REIMBURSEMENTS --transportation, lodging,food, entertainment. 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) ITEMS PAID PROVIDED transportation 
 
 
 
 
 
Date Report 
03123/2012 
McKinley, Joseph GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] NONE (No reportable gifts.) 
SOURCE DESCRIPTION 
VALUE 
 
 
VI. LIABILITIES. (Includes those spouse und dependent children; see pp. 32-33 filing instructions.) 
[{] NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION 
 
VALUE CODE 
 
 
 
 
Date Report 
McKinley, Joseph 
03/23/2012 
VII. INVESTMENTS and TRUSTS income, vatue, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing ins1mc1ions.J NONE (No reportable income, assets, transactions.) 
Description Assets Income during Gross value end Transactions during reporting period 
(including trust assets) reporting period ofreporiing period 
 
(2) (4) (5) 
Plae after each assei 
Amount (e.g., Value Value Type (e.g., Date Value Gain Identity e)empt from prior. disclosure  
Code 
div., Code2 Method buy, sell, mm/dd/yy Code2 Code buyer/seller (A-H) int.) (J-P) redemption) (J-P) (A-H) (if private transaction) IRA#! --Washington Mutual Investors Dividend Sold 01/18/11 --Europacific Growth Fund Dividend Sold 01/18/11 --Income Fund Americas Dividend Sold 01/18/11 --Small Cap World Funds Dividend Sold 01/18/11 --Fundamental Investors, Inc. Dividend Sold 01/18/11 Invesco Energy Fund Class Dividend Buy 01/26/11 Invesco Van Kampen Global Franchise FundClassC Dividend Buy 01/26/11 
Alger Spectra Fund Class Dividend Buy 01/26/11 
10. Blackrock U.S. Opportunities Fund Class Dividend Buy 01/26/11 
11. Capital World Bond Fund Class Dividend Buy 01/26/11 
12. First Eagle Gold Fund Class Dividend Buy 01/26/1 
13. First Eagle Overseas Class Dividend Buy 01/26/11 
14. MFS New Discovery Fund Class Dividend Buy 01/26/11 
15. Oppenheimer Equity Income Fund, Inc. Class Dividend Buy 01/26/11 
16. Oppenheimer Developing Markets Class Dividend Buy 01/26/11 
17. Pimco Total Return Class Dividend Buy 01/26/11 Income Gain Codes: =$1,000 less =$1,00 -$2.500 =$2,501 -$5.000 0=$5,001-$15,000 =$15,001 -$50,000 
(Sec Columns and 04) =$50,001-$100,000 I00.00 -$1.000.000 =$1,000,001 -$5.000.000 112 =More than $5.000,000 Value Codes =$15.000 less =$15,001 -$50,000 =$50,001 -$l00,000 =$100.001 -$250,000 
(See Columns and 03) =$250,001 -$500.000 =$500.00 -$1,000.000 =$1,000,001 -$5,000,000 =$5,000.001 -$25,000,000 =$25,000,001 -$50.000,000 =More than $50.000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Market 
(Sec Column C2) =Book Value =Other =Estimated 
 
 
Date Report 
McKinley, Joseph 
03/23/2012 
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those ofspo11se and dependent children; see PP 34-60 filing instmctions.; NONE (No reportable income, assets, transactions.) Description Assets Income during Gross value end Transactions during reporting period (including trust assets) . reporting period reporting period 
(2) 
(I) (2) 
(5) 
Place {X) after each asset . (e.g., Value Value Type (e.g., Date Value Gain Identity 
exempt from pri