grady e jolly financial disclosure report for 2009

8/3/2019 Grady E Jolly Financial Disclosure Report for 2009

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.. .~o io: :: FINANCIAL DISCLOSURE REPORT R e p o r t i n G o v e r n m e n t R e q u i r e d A c t b Y t h e o f1 9 7 8 E t h i c ,s ~ e ~ i ~ , ( 2 0 1 0 " i : - ~ . i : . FOR CALENDAR YEAR 2009

1o Person Repo rting (Ia~t name, first, middle initial) ~. Cour t or Organization 3. Date of Repor tJOLLY, E. GRADY COURT OF APPEALS FIFTH 05i04/2010

4. Title (Article L1] judges indicate active or senior status; 5a. Report Type (check appropria te type) 6. Reporting Periodmagistrate judges indicate full- or pard-time) [] Nomination, Date 01/01/2009JUDGE ACT]VE [] Initial [] A .... 1 [] Final to12/31/2009

5b. [] Amended Report7. Chambers or Off ice Address 8. On the basis of the infnrmation contained in this Repor t and a nymodifica t ions perta ining there to, i t i~ , in my opinion, in comp liance

2 4 5 E. CAP I TO L, RNI 2 0 2 with applicable laws and regulations.JACKSON, MS 39201

Reviewing Officer Date

IMPORT ANT NO TES: The instructions accompanying this form must be followecL Complete all parts,checking the NON E box for each part where you have no reportable infortnatian. Sign on last page.

I . P O S I T I O N S . (Reporting individual only; seepp. 9-13 of filing instructions.)~ N O N E ~ro reportablepositions.)

POS ITION N AME OF QR GAN IZAT ION /E N TYIYi. BOARD OF DIRECTOR FEDERAL ~IDGES ASSOCIATION

7

~ N ONE fi~o reportable agreements.) r - , ~ 2 . .D A T E PARTIES AND TE~IS

1.


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N a m e o f P e r s o n R e p o r t i n g D a t e o f R e p o r t [FINANCIAL DISCLOSURE REPOR Ta o ~ a ~ v , r ~ . G R a m " Iage 2 o f 7 o s / o - ~ l ~ o ! o

I II . N O N - IN V E S T M E N T I N C O M E . (Reporting individual and sp .... ; s e e p p . 1 7 - 2 4 o f f i l i n g i n s t r u c t i o n s . )A. Fliers Non-lnvestment Income

NONE ,(No reportable non-investment income.,)DATE SOURCE AND TYPE INCOME(yours, not spouses)

I.2.

3.4.

B . S p o u s e s N o n - I n v e s t m e n t I n c o m e - If you were married during any portiun of the reporting year, complete this sectior~( D o l l a r a m o u n t n o t r e q u i r e d e x c e p t f o r h o n o r a r i a . )--] NONE (No reportable non-investment income.)

DATE SOURCE AND TYPEI. 2009 Design It1 Partnership owner and worked doing foral arrangeme nts.2.

3.4,

I V . R E I M B U R S E M E N T S - t ~ . ~ o r t o t i o ~ , l o d ~ i .g , ~ o o ~ , . ~ t . rt ~ i .... ~.( ] n c l u d e ~ t h o s e t o s p o u s e a n d d e p e n d e n t c h i l d r e n ; s e e p p . 2 5 - 2 7 q f i l li n g i n s t r u c t i o n s . )

~ NONE (No reportable reimbursements.)S _ _ Q _ ~ - R C E DATES LOCATION PURPOSE ITEMS PAID OR PROVIDED

1. DUKE LAW SCHOOL 01128-1 /29 /2009 DURHAM, NC MOOT COURT TRAVEL, LODGING & MEALSCOMPETITION2. NORTHWESTER_N LAW 02/19.~2/21/2009 CHICAGO, IL JUDICIAL TRAVEL, LODGING & MEALSSCHOOL SYSMPOSIUM3. GEORGE MASON 7/12-7/I 5/2009 LA JOLLA, CA SEMINAR(SEE SEC VIII) TRAVEL, LODGING & MEALSUNIVERSITY4. FOUNDATION FOR 819-8/13/2009 GATEWAY, MT SEMINAR(SEE SEC VIlI) TRAVEL, LODGING & MEALSRESEARCH ONECONOMICS &ENVIROMENT5.


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FINANCIAL DISCLOSURE REPOR T1 n ....

fPerson Reporting Date of ReportPage 3 of 7 Jo~.~., ~:. ~.~ o s / o 4 / 2 o ~ o

V . G I F T S . ancludes those to spo~e and dependent children; $eepp. ZS-Jl of ~nng instructions.)

N O N E (No reportable g~s .)SO~CE DESCRIPTION

I.2.3.4,5.

[~ N O N E (No reportable liabilities.)CRE D ITOR DES C RIPTION VALUE CODE

1.2.3.4.

5.


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N a m e o f P e r s o n R e p o t ti n g D a t e o f R e p o r tFINANCIAL DISCLOSURE REPORTJOLLY, E . G R A D Yage 4 o f 7

VII. INVESTM ENTS and TRUSTS - i . . . . ~ , ~ . ~ , ~ , , . .. . t ~ o ~ s a n a u d ~ t h o ~ o~ . . . .. . d ~ , ~ , ,~ ~ h i ~ ,~ ; s ~ e ~ r .~ NONE (No reportable income, assets, or transactions.)

g. B. ] C .D e s c r i p t io n o f A s s e t s ! n c o m e d u r i n g i G r o s s v a l u e a t en d T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) reposing period o f r e p o r l i n g p e r i o d(1) I (2) (1) (2) (1 ) ] (2) : (3) ] (4)P l a c e " ( ~ . ) " a f t e r e a c h a s s e t A m o u n t i T y p e ( e . g ., Value Value T y p e ( e . g . , ! Date Value ! Gain ! I d c n t t y o f

e x e m p t f i o m p r i o r d i s c l o s u r e C e d e 1 d i ~ . , r e a l C ed e 2 M e t h o d buy, sell, rmrddd/yy ! Code 2 Code I buyer/seller( A - H ) : o r i n t . ) ( J - P ) Code3 r e d e m p t i o n ) (J-P) .~ (A-H) ( i f p r i v a t ei ( Q - W ) [ i t r a n s a c t i o n )

1. Bancorpsouth Money Market Acct IR_A~ A Interest J T2. Analysts International Corn Stk. None J T3. Snopes Corp. Common Stock A Interest K U4. Gold B I lion None K T5. None K T6. Freds Inc. Cormn0n Stock A Dividend J T7. Trustmark Bank AcetN A Interest J T

A c c t ~ ;. Trustmark Bank N A Interest K T9. TrusUnark Bank Acct None K T

1 0 . Trustmark Bank Acct A Interest L TI 1 . Trustmark Bank Acct~ A Interest K T1 2. UB S Money Fund - IRA A Interest J T1 3 . UBS Bank USA Dep Acet - IRA A Interest I Closed 5 /06 /09 L14 . UBS Bank USA Dep Acct A Interest J ~ ]

1 5 . UBS Money Fund A Dividend J T ] Open 5/12/09Keely Sm Cap Val Fd A Dividend J T ] B uy 5/12/09 J I16.

1 7 . Pimeo Te~alRemm Fd A Dividend K ] T I B uy 5/12/09 K

I. Income Gain C~des: A =$I.000 or lesa g =$1,00! - $2,500 C-52,50~. - 55,000 D =$5,001 - $15,000 E =$!5,001 - $50,000(See Columns B l and D4) F ~$50,001 - $ [ 00,0oO G =$ 10 O, 00 1 - $1 ,0 00 00 0 H 1 = $1 ,0 00 ,0 01 - $ 5.0 00 ,00 0 H2 ~More than $5,000,0002. Val~]e Codes J =$15 ,000 or I~s K =$ 1.5,001 - $50,000 L-$50,0OI - $100,000 M =$100,00t - $250,000(See Cotumas C 1 and D3) N ~$250,001 . $500,000 O =$500,001 - $1.000,0~) PI =$1 ,000,00I - $5,000,000 P2 =$5,000,001 $25,000,000P3 --$25,000,001 - 550,000,000 P4 =More than 550,000,000] l Value lvlelhod Codes Q =Appraisal R =Cost (R eal Estate Only) S =Assessment T =Cash Mark~(See C0hunn C2) U =Book Value V =Other W =Estimated


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FIN.~ N C IA L DISC LO S U R E R E P O R T ~ a m ~ o f P e r s o n R e p o r t in g [ Date of ReportPage 5 o f 7 JOLLY, E. GRADY[

05/04/2010

N O N E (No reportable income, assets, or transactions.)

D e s c r i p t io n o f A s s e t s I n c o m e d u r i n g [ G r o s s v a l u e a t e n dt

T r a n s a c t i o n s d u r i n g r e p o r t i n g p e r i o d( i n c l u d i n g t r u s t a s s e t s ) " r e p o r t i n g p e r i o d i o f r e p o r t i n g p e r i o d(1) . (z) (l ) ( 2 ) ( 1 ) (2) [(3) 14) (5 )P l a c e " ( x ) " a f t e r e a c h a s s e t Amount Type (e,g.. Value Value T y p e ( e . g ., D a ~ e Value G a i n ldenlity of..... pt from prior disc l ..... ] Cde 1 I div., rent, [ Code2 M e t h o d buy, sell, [ m m / d a / ~ y I C o n e 2 Codel buyer/seller

(Q-W) transac6on)1 8 . FirstEagle GlobalFd A Dividend 3 T B uy 5 /12 /09 Jt9. Pan Fd Gr Fd of Am A Dividend J T B uy 5/12/09 J2 0 . Mainstay Fd High Yield Corp Bond Fd A Dividend J T B uy 5/12/09 J2 1 . Blackrock Global Allocation Fd A Dividend K T B uy 5 1 1 2 / 0 9 K2 2 . Davis NY Venture Fd A Dividend J T B uy 5/12/09 J2 3 . Am Fd Gr Fd of Am - IRA A Dividend K T B uy 5/13/092 4 . Calamos Cony Fd - IRA A Dividend J T B uy 5/13/092 5 . Columbia Acorn Fd - IP~k None J T B uy 5 /13 /09 l2 6 . First Eagle Global Fd - I?RA A Dividend K T B uy 5/13/09 K2 7 . Pdversourec Div Eq Inc Fd - IRA A Dividend K T B uy 5 /13 /09 J2 8 . Delaware Div Inc Fd - 1P, A A Dividend K T B uy 5/13/09 K2 9 . Mainstay Fd High YId Bd Fd - IID~ A Dividend J T B uy 5/13/09 J3 0 . Pimco Reat Return Fd - IRA A Dividend K T B uy 5/13/09 K3 I. B l ac k ro c k Gl o ba l A ll oc a ti on F d . IR A A Dividend K T B uy 5 1 1 3 1 0 9 K3 2 .

3 3 .

2. V alue Codes J = $15,000 or less K = $15,001 - ~50,000 L =$50,001 . $100,000 M =~ 100,0Ol : $250,000( Se e Co lu mn s C1 a nd D3 ) N ~ $2 50 ,0 01 - $5 00 ,0 00 O =1500,001 - $1,000,000 Pl =$l ,000,00l - $5,000,000 F2 ~$5,000,001 - $25,000,000P3 = $25,000,001 - $50,000,000 P4 =More- than $50,000,000


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FINANCIAL DISCLOSURE REPORT N a m ~ o f V e r s o . R e p o r t i n g D a t e o f R e p o r tPage 6 of 7 ,JOLLY, E. GRADY 05/04/2010

VIII. ADDITIONAL INFORMATION O R E X P L A N A T I O N S . a , , a ic , ,, ,~ , ,, ,, o i , % p o , ~ )

SECTION IV ITEM 3: PUR POSE-SEMINAR - DISCOVER YOUR INNER ECONOMISTSECTION IV ITEM 4: PUR POSE- SEMINAR - TERRORISM, CIVIL LIBERT Y & NATIONAL SECURITY


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FINANCIAL DISCLOSURE REPORT N .... fPerson Repor ting DateofReport ]Iage 7 of 7 J O L L Y , E . ~ g ~ V 0 5 / 0 4 / 2 0 1 0IX. CERTIFICATION.

I cert i fy that al l information given above (including information pertaining to my spouse and minor or depend ent chi ldren, i f any) isaccurate, t rue, and com plete to the best of my knowledge and bel ief, and that any information not reported was withheld because i t met app l icable statutorypro~Ssions p,;rmitting non-disclosure.

I further cert i fy that earned incom e from outside employm ent and honoraria and the acceptance of gifts whieh have been reported are incompliance with the provisions of 5 U .S.C. app. 501 et . seq. , 5 U.S.C. 7353, and Judicial Conference regulat ions.

Signatur

NOTE: AI~Y INDMDUA L W HO K NOWINGLY AND W ILFULLY FAL SIFIES OR FAILS TO FILE THIS REPORT MAY B E SUBJECT TO CIVILAND CR IMINAL SANCT IONS (5 U.S.C. app. 104)

F IL IN G INS T R U C T IO N SMail signed original and 3 additional copies to:

Committee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Columbus Circle,Washington, D.C. 20544

grady e jolly financial disclosure report for 2009

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