donald m middlebrooks financial disclosure report for 2009

8/3/2019 Donald M Middlebrooks Financial Disclosure Report for 2009

http://slidepdf.com/reader/full/donald-m-middlebrooks-financial-disclosure-report-for-2009 1/7

, ~ o J 0 I FINANCIAL DISCLOSURE R E P O R T R e ~ , o r t R e ~ , ~ , ~ , ’ e ~ ’ b y a , e m h i c sin Government Act of 1978

2 / 2 o l o [ FOR CALENDAR YEAR 2009 (s u.s.c apr. H 1ol.n])

L Person R eporiIng (’last name, first, middle initial) 2. Court or Organization 3, l)t~e of Report

Middlebrooks,Donald

M. U.S.D,C. - S.D. FLA (WPB) 07/14/20!0

4. ~ifle (Article Ill judges imlicate active or senior status; -’ $a. Repor~ Type ich~k a’t~mpriate type) " ~L Reporting Period

magistrate judges indicate full- or p~rt-tim¢)[] Nomination, Date 01/01/2009

U.S. DisU’ictCt. Judge-Active [] Initial [] Annual [] Final to

................ 12/31/2009

Sb. [] Amended Report

7.’Chamlve~ or O~ic© Addr~s 8, On the lmsb o f the Infurmstiou ontati,ted in tht~ R eport and anymodlfie~tttons portalning t~reto, ~t it, in my oplniott, i~ complitnee

701 Cleroafis Street, Room 257with applicable Iswe *rid r~gulation~.

Wes~ Palm Beach, FL 33401

Reviewing Officer Date

I M P O R T A N T N O T E S : TSe tn struc~ons accomp~jdng this form must be fo ilowe~ Comp~te alJ parts,checking the NONE box for each par~ where you ha~e no reportable b~formation. Sign on last page~

L PO SITIO NS. ~s~.g i=~t~ o,~; ~ ~-n oy~g ~o~.~

,~ NONE (No reportable positions.)

POSITION NAME, QF OR GANIZATION/ENTITy,

1. Partner (22.5% Interest) Lake Lucy Groves (Op~’ations and most of assets sold - See Sc~tion VIII)

2. 50% Owner Biilie Moore Farms, LLC, a Georgia Limited Liability Compnay



F IN A N CI AL D I S CL O S U R E R E P O R T Nam~ of Per*on R eportingI Da,e of Rel~rt

of 7 Middlebroo~, Don~d ~

[

07/14~010

A. F~er’s Non-lnves~ent Income

NO ~ ~o repo~able non-inv~ent incom e.)

SO~CE A~ ~E(yam, not

I.

2.

3.

4.

B. Spouse’s Non-Investment Income - lf ~u wer~ m~d dung any po~on of ~e r~ngy~r, eo~l~ ~

~o11~ ~oun ~ not r~ui~d ~cept for honoraria. )

~ NO~ ~o reportable non-inves~ent income.)

1.2~9 Palm B~ch Coun~ Sch~l Bo~d - Sal~

2.

3.

4.

IV. RE IMBURSEMENT S -(]nclud~ tho~’e to spouse a~ depe~em chiM~n; ~ee pp. 25-27 of f i l ing

NONE ~o reportable reimbursements.) ..

SO~CE ~ L O C A T I O N P~0SE L~M$ P~D OR PROV~ED

I.

2.

3.

4.

5.



FINANCIAL DISCLOSUR E RE P O RT

of 7 Mlddlebroo~, Don~d M, 07 /14/2010

~ NO~ ~o reporCable g~s.)

SO~RC~ DESC~ON

I.

2.

3.

4.

5.

~-~ NONE (No reportable liabilities.)

C R E D I T O R D E S C R I P T I O N yALUE CODE

1 . N o r t h e r n T r u s t B a n k L o a n L

2.

3.

4.

5.



Ia m e o f P e r s o n R e p o r t in g D a t e o f l ~ I m r tFINANCIAL ~PORT

~ ~,ddlebroo~ Don~d ~.

o f 7

~ONE ~o r~ortable i~ome, ~sets, or ffansac~ons.)

~cfipfion of A s~ Income d~g G~ value at ~d T~fi~ ~ng ~o~ing p~

(inelud~g ~ ~) ~aing p~ ] 0f~ng~

PI~ "(~" ~fier e~ ~et ,mount [ T~e (e.~., I V~ [ Value / T~ (e.g., D~ I V~e ld~6~ 0f

1. Lake Lucy Groves, Lake C~, FL A Int.~iv. L W

2. C~a Cola Common St~k D Dividend N T

3. B~hire Ha~away ~m~n Stock A None P1 T

4. Ber~hire Ha~away Co--on Stock B None M T Sold I0/08t~ K

5. Genii Etee~e A Dividend J T Sold 09t10/09 J

6. Sold 10/08/09 M D

(~)

8. Sold 01~0/09 J

9. E~on Mobil Co--on S~k A B Dividend L T

1 0 . ~te] Co.option Comm on S~ek A Divid~ KT

] 1 . Microso~ Cow.zion Common St~k A Divided K T

1 2 . Jonson & Johnson Common S~ck A Di~dend K T

J3 . 1 S~es MSCI Em~ging M~e~ Index B Di~dend M T Sold 09/09/09 JF~d

’ 1 4 . I Shares MSCI EAFE Index F~d C Dividend N T Sold 09/09/~ J

1 5 , Sold 1 0 1 0 W 0 9 L

~ 1 6 , " .......Sold 1 0 1 3 0 / 0 9 K

~)1 ~ . ~S SPDR T~t S~ I

B Dividend L T Sold 1 0 / 3 0 1 0 9 J(paa)



Iame of Person Repo~ng ] D a t e o r R e p o r tINANCIAL DISCLOSURE R E P O R T

[ Middlebrooks, Donald M. [

07/14/2010age 5 of 7

VII. INVESTMENTS and TRUSTS -

NO~ ~o reFormble income, assets, or

A. B.

D~p~on of~e~ ln~mz d~ng

exempt ~m prior disclosa~ ~ 1( A - H ) mint) ( J - P ) [ C~e3 ~d~pfion) ( S - P ) (A-~ } (ifp~a~

1 8 . Vaned Total Smek ~ Vi~r B Di~d~d L T

1 9 . Coming Co--on Stock None Sold 0 9 1 1 0 / 0 9 J

~. O.S. T~ Notes C In,st L T

2 1 . F~I Home ~ B~k None L T B uy 10/08/09] L

2 2 . Fedml F~a C~it Bon~ D Inmrest R~eemed 02/~/09 L A

2 3 . B~elays B~k CD A ~@iv. L T B uy 1 0 1 0 8 / 0 9 L

24. .2279279% ~t m~- . . . ..-Ira,~ ~ o . ~ ~ QInd. P~ ~l~do

w

26. Level 3 Comm~icafion Inc. ~ A Inter~ J T

2 7 . Citib~ N.A. B~ De,sit ~o~m C Intent K T

28. US T~ Inflation Index ~S DTD I/I 5/2001 D Int~t M T

29. No~em T~t Choking Accost B ~te~st J T

3 0 . G~gle Common Stock None K T

3 I. ~ucadia NatlonM A Dividend L T

3~ Bill ie M~re Fa~s, LLC None M R ~ Stewa~

3 3 . Pimco Total R¢~ F~d C l~s A A ~t~iv. L T B uy 1 / 0 9 / 0 9 L



D ISC LO S UR E R E P O R T N a m e o r P © r ~ n R e p o r t i n g D a t e o f R e p o r t

] Middlebrooks, Donald M.

07/14/2010age 6 of 7

VIII . ADDITIONAL INFOR MAT ION O R EXP LANATIONS.

Item Numbet~From Part VII):

I As noted p reviously, virtually all assets of Lake Lucy Grov es were sold. Other than a small am ount of cash in the checking aceotm t, the only remaining assets

are an interest in, pursuant to the sales contraet,~::~ unplatted residential lots which have not yet been transferred to the partnership.

24. Appraisal Date 8/6/94.

25. Previously disclosed shares in~ corporation givea3 t°~~l~¢~.~z~,~ Timberland in Crawfordville, GA sole asset of c orporation.

32. I~illie Moore Farms, LLC is a~ corporation, t own 50% an d owns 50%. Its sole asset is land in Crawfordville, G~orgia. It was purchased on July18, 2008 for $290,000 from Larr~’S’~’~v~’t~



FINANCIAL DISCLOSURE R EP O RT

o f 7[ M t d d l e b r o o l ~ D o n a ld M. 0 7 / 1 4 1 2 0 1 0

IX . CER TIFICATION.

! certify that all Information given above (including information pertaining to my spouse and minor or dependent children, if any) isaccurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because It met applicable statutoryprovisions permitting non-disclosure.

I further certify that earned income from outside employment and ho noraria and the acceptance of gifts which have been reported are incompliance with the provisions of 5 U .S.C. app. § 501 eL seq, 5 U.S.C. § 7 353, and Judicial Conference regulations.

NOTE: ANY INDIVID UAL W HO KNOWINGLY A ND WILFUL LY FALSIFIES OR FAILS TO FILE THIS REPORT MAY B E SUBJECT TO CIVIl,AND CRIMINAL SANCTIONS (5 U .S,C. app.§ 104)

FILING INSTRUCTIONS

/Mail signed original and 3 additional copies to:

Committee on Financial DisclosureAdminisla’ative Office of the United States CourtsSuite 2-301One Columbus Circle, N.E.W ashington, D.C. 20544

donald m middlebrooks financial disclosure report for 2009

Documents