roger vinson financial disclosure report for 2010

8/3/2019 Roger Vinson Financial Disclosure Report for 2010

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AO IORoy. 1/2011FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2010Report Required by the Ethics

in Go ~ernm en t Act of 1978(5 U.S.C. app. 101-111)

I . Person Rep orl ing { last name, f i rs t , middle ini t ia l )Vi n so n , R o g er

T i t l e ( A r t i c l e I I I j u d g e s i n d i c a t e a c t i v e o r s e n i o r s t a t u s ;magistrate judges indicate full- or part-time)Di s t r ic t J u d g e - S en i o r

7 . C h a m b e r s o r O f f i ce A d d r e s sA m o w F e d e r a l B u i ld i n g100 North Palafox StreetPensaco l a , FL 3250 2

2. Cour t o r O rganiza tionDist r i c t Cour t - NDFL

3. Date of R e p o r t5/1312011

5 a . R e p o r t T y p e ( c h e c k appropr ia te type)] N o m i n a t i o n , D a t e[] Initial [] Annual [] Final5b. [] Amended Report8. O n t h e b a s i s o f th e i n f o r m a t i o n c o n t a i n e d i n t h i s R e p o r t a n d an ym o d i f ic a t i o n s p e r t a i n i n g t h e r e t o , i t i s, i n m y o p i n i o n , i n c o m p l i a n c e, M t h a p p l i c a b l e l a w s a n d r e g u l a t i o n s .

6 . R e p o r t i n g P e r i o d01/01/2010

to12/31/2010

R e v i e w i n g O f f i c er Date

I M P O R T A N T N O T E S : The instructions accompanying this form must be followed Complete all parts,c he c kin g t he NO NE bo x f o r e ac h par t whe re y o u have n o re po r t ab le i n f o rm at i o n . S i g n o n las t pag ~

I . P O S I T I O N S . ~ R e p o , ~ , g i ,~ i ~ i d , n ~ o . iy ; s e e p p . 9 - 1 3 of filing instructions.)[~ N O N E (No reportable positions.)

POSITION1. C o-Trus t ee and C h a i rman2. Co -Tr u s t ee3. Trustee

4. Chai rman5. President American Camel l i a So c ie ty

N A M E O F O R G A N I Z A T I O N /E N T I T YJ . Hu g h an d E ar l e W . F e l l o w s M em o r i a l F u n dV i n s o n C e m e t e r y Tr us t F un d

Am e r i c a n C a m e l l i a S o c i e t y Tr us t , I n c .

P en sac o l a Cam el l i a C l u b F o u n d a t i o n , In c .

[~] NO NE (No reportable agreements.)DAT E PARTIES AND TERMS


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FINANCIAL DISCLOSURE REPORTPage 2 of 10 Ia m e o f P e r s o n R e p o r t i n gVins0n, Roger

I lL N O N - I N V E S T M E N T I N C O M E . (R e p o ,a n g individual and spouse; see pl~ i 7-24 of filing instructions.)A. Filers Non-Investm ent Incom e~ ] NONE n o n - i n v e s tm e n t i n c o m e . )N o reportable

DAT E S O U R C E A N D T Y P E

2.3.4.

D a t e o f R e p o r ~5/13/201 I

INCOME( y o u r s , n o t s p o u s e s )

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 portion of the reporting year, complete this section.(Dol l ar amou n t n o t req u ired excep t for h on oraria . )D NONE n o n - i n v e s tm e n t i n c o m e .)eportable

DA T E SO U R C E A N D T Y P E1 .2010 Flor ida Re t i r ement Sy s t em2.3.4.

I V . R E IM B U R S E M E N T S - transportation, Iodglng, food, entertainment( In cl u d es th ose to sp ou se an d d ep en d en t ch i l d ren ; see p p . 25-27 o f f i l in g in stru ction s . )

NO NE (No reportable reimbursements.)SOURCE D A T E S . LOCATION

1 .2.3.4.5.

PURPOSE ITEMS PAID OR PROVIDED


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FINANCIAL DISCLOSURE REPORTP a g e 3 o f 1 0

Name of Person Report ingV i n s o n , R o g e r

D a t e o f R e p o r t5/13/201 I

V . G I F T S . a n e l u d , ~ , h o s e ,o s p o ~ e a n d d e p e n d e n , chi ldren; see pp . 2 8 . - 3 1 of filing instructions.)N O N E (No repotable gifts.)

SOURCE DESCRIPTIONI.2.3.4.

5.

VALUE

V I . L I A B I L I T I E S . (Includes those of s p o u s e a n d dependent children; see p p . 3 2 - 3 3 of fillng instructions.)[~ N O N E (No re portable liabili t ies.)

C R E DIT O R DE SC R IP T IO N1. Ban k o f Amer ica Mortgage Loan2.3.

4.5.

VALUECODEM


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FINANCIAL DISCLOSURE REPOR TPage 4 o f 10

N a m e o f P e r s o n R e p o r t i n gVinson, Roger

D a t e o f R e p o r t5/13/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i .c o , ~ , , , , a tu e , ~ r a . s o c , i o , ~ a . a a d e s , h o s e o f s p o ~ e o . d d e p e . a e . , children; s e e p p . 3 4 - 6 0 of f i ling instructions .)[] NONE i n c o m e , or t ransac t ions . )eportableDescription of Assets Transactions during repotling period

(including trust assets)P l a c e " O O " a f te r e a c h a s s e texempt from prior disclosure

Income du ring Gross value at endr e p o rt i n g p e r i o d o f r e p or t i n g p e r i o d(I) (2) (I) (2) (I) (2) (3) (4) (5 )

A m o u n t T y p e ( e . g . , Valu e Valu e T y p e ( e . g ., D a t e Value Gain I d e n t i t y o fC ode I d i v . , r e n t , Code 2 M e th o d buy, sell, m m /dd/yy C ode 2 C ode I buye r/se ller(A- t0 o r i n t . ) ( J - P ) Code 3 r e d e m p t i o n ) ( J - P ) (A-H) ( i f p r i v a t e( Q - W ) t r a n s a c t i o n )

1. Land~] N o n e

2. C o n d o m i n i u m N o n e

3. A d a m s E x p r e s s A Di v i d en d

4. A n g l o A mer i c an A Di v i d en d

5. Catep i l lar A Di v i d en d

6. C i s c o N o n e

7. C o o p e r I n d . A Di v i d en d

8. Co r e l o g i c N o n e

9. Ex x o n Mo b i l B Di v i d en d

I0 . F i r s t Am e r i c a n Financial A Di v i d en d

1 1 . G e n e ra lE le c t r i c A Di v i d en d

1 2 . Gen o n E n er g y N o n e

1 3 . G e o v a x L a b s N o n e1 4 . G e o v a x L a b s N o n e

1 5 . HC P A Di v i d en d

1 6 . Head w at e r s N o n e1 7 . Intel A Di v i d en d

M WO WJ TK TK T.I TJ TJ TL TJ TJ TJ TJ TJ TJ TJ TJ T

B u y 11/15/10 J

Spinoff 06/08/10 J( f ro m l in e 9 )

Open 12/07/10 J

B u y 11/15/10 J

Merge r wi th Mi ran tLine 23

I . Income Gain Codes: A = $1.000 or less B = $ 1,001 - $ 2.500 C -$ 2 .50 1 - $ 5 .0 0 0 D $ 5 .0 O I - $ 1 5 ,0 0 0( Se e Co lu m n s BI a n d D4 ) F = $ 50,001 - $ 100.000 G =$100.001 - $1 .000.000 III =$1.000.001 - $5.000.000 112 =More than $5.000.000

2. Value Codc~ J =$15.1)00 or less K = $15.001 - $ 50.000 L -$ 50.0O I - $ 10 0.000 M =$100.001 - $250.000( Se e Co lu m n s CI a n d D3) N = $250,001 - $ 500.000 O = $500.001 - $1 .000.000 P I = $ 1.000.001 - $ 5.000.000 P2 -$5.000.001 - $25.000.000

P3 = $25.000.0O I - $ 50.000.000 P 4 = M ore lhan $ 50.000.0003 . V alue M ethod C odes Q =Appraisal R = C os t (R ea l Es l a t c O n ly) S =Asscssm~mt T =Ca s h Ma rkc !( Se e Co lu m n C2) U = B ook V alue V =Olh,-r W =Estimated

E = $ 1 5 . 0 01 - $50.000


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FINANCIAL DISCLOSURE REPORTPage 5 o f 10


D a t e o f R e p o r t5/13/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i , ,c o m e . , ., ,t ,, e . tr ,, ,s ,, a io , ~ a , , a, ,, ~ t h o se o f ~ p o , , s e ,.,,d , ~ p ~ , , d e , , t ~ h i ~ d r e , , : ~ p p . - ~ 4 - , ~ 0 o f ~ i , , g i n s t r u c t i o n s . )N O N E (No reportable income, assets, or transactions.)

D e s c r i p ti o n o f A s s e t s 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(including t r u s t a s se l s )

P l a c e " ( X ) " a f t e r ea c h assetexempt from prior disclosure

I n c o m e d u r i n g G r o s s v a l u e a t en dre po rt in g p erio d o f re po rt in g p er io d

(1) (2) (I) (2) (I) (2) (3) (4) (5 )A m o u n t T y p ~ (e.g., V a lu e V a lu e T y p e (e.g., D at e V a l u e G a i n Iden t i ty o fC o d e 1 d iv ., re n t , C o d e 2 M e th o d bu y , se l l, m m / d d / y y C o d e 2 C o d e I buy er / se l l er( A - I I ) or i n t . ) ( J - P ) C o d e 3 r e d e m ptio n ) ( J - P ) ( A - H ) ( i f p r iva te

(Q-W) t r ansac t i on)

1 8 . I n t u i t i v e S u r g i c a l None J T B uy 12/30/10 J1 9 . M atrix x Initia tives None J T20. McDonalds B Dividend L T21. MicrochipTechnology B Dividend K T22. Microsof t A Dividend .I T23 . M i ra n t None Merged 12/07/10 J(with line 12)24. My riad Genet ics None J T25. My riad Pharmaceut icals None J T26 . Pioneer Nat. Res. A Dividend J T27 . ProsharesTreasury Ultrashort None J T B uy 06 /30/10 J28 . Regions Financial A Dividend J T29 . Ro yc e V alu e Fu nd A Dividend J T30 . South e rn C ompany A Dividend K T3 1. TEC O A Dividend J T32 . T. Row e Price Tax-Free Fund C Dividend L T33 . T. Rowe Price Spectrum G r. Fund A Dividend K T3 4. Th om p so n Cr ee k M et al s N o n e J T B uy 12/14/10 J

Merged wi th Genon

I . Income Gain Codes: A =$1,000 or less B -$1,001 - $2,500 C =$2.501 - $5.000 D =$5,001 - $15,000(See C ol umns B I and D4 ) F -$50.001 - $ 100.000 G = $ 100.001 - $ 1.000.000 I I I = $ 1 . 0 ~ 0 . 0 0 1 - $ 5 . 0 0 0 . 0 0 0 ! 1 2 = M o r e I h a n $ 5 , 0 0 0 . 0 0 0

2. Value Codc~ J = $ 1 5 , 0 0 0 o r I t ~ s s K = $ 1 5 . 0 0 1 - $ 5 0 . I M 3 0 L =$50,001 - $100,000 M =$ [ 00.001 - $250,000( Se e Co lu m n s CI a n d D3) N =$250,001 - $ 500,000 O =$500,001 - $1 ,000.000 P I = $ 1.000,001 - $ 5.000.000 P2 -$5.000.001 - $25.000,000

P3 = $25.000.001 - $ 50.000.000 P 4 = M ore than $ 50.000,0003. Valu e Method Codes Q =Appraisal R = C os t I R ea l Es t a t e O n ly) S =As s cs s m e m T : :C as h M ar k e t{ Se e Co lu m n C2) U = B ook V alue V = O ther W =Estimated

E = $ 1 5 , 0 0 1 - $ 5 0 . 0 0 0


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D a t e o f R e p o r t5/13/2011

V I I . I N V E S T M E N T S a n d T R U S T S -income, value, transactions (Includes those of sponse and dependent children; see pp. 34-60 of filing instructionx.)N O N E (No reportable income, assets, or transactions.)

A. B. C. D.D e s c r i p ti o n o f A s s e t s I n c o m e d u r in g G ro s s v a lu e a t e n 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 nc l udi ng t r us t asse t s) r epor l i ng per i od o f r e p o r t i n g p e r i o di O) (2) (t) (2) (1) 12) (3) (4) (5 )

Place "(X)" after each asset [ A m o u n t T y p e ( e . g . , V a lu e V a lu e T y p e ( e . g . , D at e V a l u e Gai n Iden t i ty ofe x e m p t f r o m p r i o r d i s c l o s u r e I Code t d iv ., re n t , C o d e 2 M e th o d buy , se l l , m m ] d d , h y y C o d e 2 C o d e I buy er / se l l er

[ (A-H) or i n t . ) ( J - P ) C o d e 3 r e d e m ptio n ) (J -P ) ( A - H ) ( i f p r iva tei ( Q - W ) t r ansac t i on)

35 . V a n g u a r d E n e r g y F u n d

36 . V a n g u a r d P r e c i o u s M e t a l s F u n d

37 . Van g u ar d T ax -M an ag ed Cap . A p p r ec i a t i o nF u n d

38 . Walmar t

39 . Wa ts o n P h a r m .

40 . 4 0 3 1 b ) Na t i o n wi d e An n u i t y

41 . I R A P r i c e F u n d s

42 . - S p ec t r u m Gr o w t h

43 . - S p e c t r um I n c o m e

44 . - S p e c t r um I n t e r n a ti o n a l

45 . M em ber s F i r s t Cr ed it U n i o n- Savings46 . A m S o u t h B a n k A c c o u n t s

47 . B eac h B an k A c c o u n t

48 . L i f e I n su r an c e ( W h o l e ) (N av y M u t u a l A i d )

49 . I R A - V a n g u a r d G r o u p

50 . - S T A R F u n d

A Dividend J TA Dividend J TA Dividend J TA Dividend K T

None J TD D i s t r i b u t i o n L WC Dividend L T

A

A

B

I n t e r e s t J T

I n t e r e s t J T

I n t e r e s t K TNone L W

D i s t r i b u t i o n O T

51. - I n t e r n a t io n a l V a l u e

I . Income Gain Codes: A =$1.000 or less B -$1,001 - $2,500 C = $ 2 .5 01 -~,Scc Columns BI and 134) F =$50.0~| - $10~.900 G =$100,00t - $ |,000.00C1 1 | t -$1.000.001 -

2. V a l u e C o d e s J =$15.000 or less K =$15,001 - $ 50.00~ L = $50.001 - $ 10~ .0~O( Scc Co lu m n ~ CI a n d D3) N =$250.001 - $500.000 O =$500.001 - $1.000.000 PI =$1.000.001 - $5.000.000

P3 =$25,000.001 - $50.000,090 P4 =More Ihan $50.01X).0003 . V alue M c lhod C odes Q =Appraisal R =cos! (Real Estate Only) S :As s c s s m e n l1 Se e Co h m m C2) U B o o k V a l u e V =Oth e r W -Estimated

D =$5.001 - $15,0001 2 = M o r e t b , an $ 5 . 0 0 0 . 0 0 0

M = Sl~) .0 0 1 - $250 .0 00P2 -$5.000.001 - $25,000.000

=Ca s h Ma rke t

E = $ 1 5 , 0 0 1 - $ 5 0 , 0 0 0


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N a m e o f P e r s on R e p o r t i n gVinson, Roger

D a t e o f R e p o r t5/I 3/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o , ~ , , v o l u , . * a n s a c t i o n $ a n l u a ~ t h o s o o y s p o a s ~ ~ n a a , p ~ n ~ , n t ~hildren; se e p p . 3 4 - 6 0 of filing i n s t r u c t i o n s . )[~ NONE(No repor tab le i ncom e , asse ts , or t ransac t ions . )A. B. C.D esc r i p t i on of Asset s I n c o m e d u rin g G ro s s va lu e at e n d

( i nc l udi ng t r us t asse t s) r epor t i ng per i od o f r e p o r t i n g p e r i o di It) (2) It) (2 )

Place "IX)" after each asset , A m o u n t T y p e ( e . g . , V a lu e V a lu ee x e m p t f r o m prior disclosure ~1 C ode I d i v . , r e n t , C o d e 2 M e th o d

I (A-tl) or int . ) ( J - P ) C o d e 3

52 . - Wellesley53 . - Wellington54 . - Ene rgy Fund55 . -Hea l th C a re56 . - In f l a t ion P ro t e c t ed Sec .57. -Prec ious M e ta ls58 . -Sh or t Te rm Inv . G rade59 . Western Asset Municipal Money MarketF u r ~ d I X )60 . Am erican Elec t r ic Po wer Co . In c . IX)

61 . C isco Sy s Inc . IX )62 . C o c a - C o l a C o . I X )63 . Walt Disney Co. (X)6 4. Ex x on Mobi l C orp IX )65 . F o r t u n e B r a n d s l n c . I X )6 6. Home Depot Inc . IX )67 . In te lCo rp . IX)68 . In tL Bus ine ss Mach ines C orp . IX )

N o n e M TN o n e J TN o n e J TN o n e J TN o n e J TN o n e J TN o n e J TN o n e J TN o n e J TN o n e J T

T r a n s a c t i o n s d u r i n g r e I m r t i n g p e r i o d

(I ) (2) (3) (4) (5 )T y p e ( e . g ., D a t e Value Gain I d e n t i t y o fbuy, sell, m m ! d d / ~ c y Code 2 C ode I bu yer/selle r

r e d e m p t i o n ) ( J - P ) (A-H) ( i f p r i v a t ew a n s a c t i o n )

12/29/1012/29/101 2 / 2 9 / I 012/29/1012/29/1012/29/1012/29/1012/29/1012/29/101 2 / 2 9 / 1 0

I . Income Gain Codes: A = $1.000 o r less B = $ 1,001 - $ 2.500 C = $ 2.501 - $ 5.~00 D =$5.001 - $15.000( Scc Co lu m n s BI a n d D4 ) F = $ 50.001 - $ 100.000 G =$ 100.001 - $I.000.000 |11 =$1.000.001 - $5.000.000 II2 =More than $5.000.1X~0

2. Value Codc~ l =$1 5 .0 0 0 ~ l e s s K = $ 15.001 - $ 50.000 L = $ 50.001 - $ 100.1~0 M =$100.001 - $250.000IScc Co ln m n s CI a n d D3) N =$250.001 - $500.000 O =$ 50 0.0 01 - $ 1,0 00 ,0 OO P I = $1 ,1 30 0,0 01 - $ 5,0 00 .0 00 P2 =$5,000,001 - $25.000.000

P3 =$25.000.001 - $50.0~0,000 P4 ~Mor than $50.000.0003 . V alue M ethod C odes Q = A ppr a is a l R --~Sost (Real Estate Only) S =Assessment T : :C as h M ar k e t( Se e Co lu m n C2) U -Bo o k Va lu e V = O lher W = Es l imated

E =$15,001 - $50.000


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D a t e o f R e p o r t5/13/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - in c o m e . v a l u . . ~ a ~ o c . o ~ a . cl u d , th o s e o ~ " s p o u s e a . d d e p e . d e . t children; see p p . 3 4 - 6 0 of filing instructions.)N O N E (No reportable income, assets, or transactions.)

D e s c r i p ti o n o f A s s e t s Tr ansac t i ons dur i ng r e l : mr t i ng per i od( i nc l udi ng t r us t asse t s)

P l a c e " ( X ) " a f te r e a c h a s s e texempt from prior disclosure

I n c o m e d u r in g G ro s s v a lu e a t e n dre po rt in g p erio d o f re po rt in g p er io d

(1) (2) (I) (2) (I) (2) (3) (4) (5 )A m o u n t T y p e ( e . g ., V a lu e V a lu e T y p e ( e . g ., D at e V a l u e G a i n Iden t i ty o fC o d e I d iv ., re n t , C o d e 2 M e th o d bu y , se l l, m m ~ d d /y y C o d e 2 C o d e I buy er / se l l er(A-Ill or i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) { A - H ) ( i f p r iva te

( Q - W ) t r ansac t i on)

69 . M erck & C o. In c . N ew (X ) N o ne J T 12/29/1070 . Microsoft Corp. (X) N o n e J T 12129/1071 . Sou the rn C o . (X ) N o ne J T 12/29/1072 . Wal- M ar t Sto res , ln c . (X) N o n e J T 12/29/1073 . W e l ls F a r g o & C O . N e w ( X ) N o n e J T 12/29/1074 . Leg g M aso n Wes te rn Asse t In te rmed ia te - N o n e K T 12/29/10Term Munic ipa l s ( X )

I . Income Gain Codes: A =$1,000 or less B = $ 1,001 - $ 2.500 C = $2,501 - $ 5,000 D :$5.001 . $15,000( Se e Co lu m n s BI a n d D4 ) F =$50.001 - $100.000 G = $1 00 .0 01 - $ 1.0 00 .0 00 I tl = $1 ,0 00 ,0 01 - $ 5.0 00 .0 00 112 =More than $5.000.~00

2. Value Codc~ J = $ 1 5 . 0 0 0 o ~ l e s s K =$15,001 - $ 50,000 L = $50.001 - $ 100,000 M =$100.001 - $250.000{ Se e Co lu m m s Cl a n d D3I N = $250.001 - $ 500.000 O = $500,001 - $ 1,000.000 P I = $ 1,000.001 - $ 5.000,000 P2 = $5.000.001 - $25,000.000

P3 = $25.000.001 - $ 50.0~0.000 P 4 = M ore than $ 50.000,0003. Value F.tc thod Codes Q =Appraisal R = C os t (R ea l [ : s l a te O n ly) S = A s s es s men t T =Ca s h Ma rke t( Se e Co lu m n C2) U -Bo o k Va lu e V =Oth e r W = Es t imated

E = $ 1 5 . 0 9 1 - $ 5 0 . 0 0 0


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FINANCIAL DISCLOSURE REPORTPage 9 of l0

Name of Per son Repor tingV i n s o n , R o g e r

Date of Report5/13/201 I

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.


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FINANCIAL DISCLOSURE REPORTPage 10 of 10

Name of Pe~on Repor tingV i n s o n , R o g e r

Date of Report5/1312011

IX. CERTIFICATION.I c e r t i f y t h a t a l l in f o r m a t i o n g i v e n a b o v e ( i n c l u d in g i n f o r m a t i o n p e r t a i n i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d re n , i f a n y ) i s

a c c u r a t e , t ru e , a n d c o m p l e t e t o t h e b e s t o f m y k n o ~ v l e d g e a n d b e l ie f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e l d b e c a u s e i t m e t a p p l i c a b le s t a t u t o r yp r o v i s i o n s p e r m i t ti n g n o n - d i s c l o s u r e .I f u r t h e r c e r ti f y t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f t s w h i c h h a v e b e e n r e p o r t e d a r e i ncom pl iance w i th the p rov is ions o f 5 U.S .C . app . 501 e t . seq ., 5 U.S .C . 7353 , and Jud ic ia l Co nference r egu la t ions .

Signature: $/Roger V i n s o n

N O T E : A N Y I N D IV I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I FI E S O R F A L L S T O F I LE T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LA N D C R I M I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )

C o m m i tt e e o n F in a n c i a l D i sc l o s u r eA d m i n i st r a ti v e O f f ic e o f t h e U n i te d S t a t e s C o u r t sS u i t e 2 - 3 0 1One Columbus Circle, N.E.W a s h i n g t o n , D . C . 2 0 5 4 4


11/20

I dO I0Rev. 1/2011 FINANCIAL DISCLOSURE REPORTFOR CALENDAR YEAR 20 10 Report Re quired by the Ethicsin Government Act ofl978(5 U.S .C. app. .~ 101-111)1 . P e r s o n Reporting (last name, first , middle init ial)

Vi n so n , Ro g e r

4 . T i t l e ( A r t i c l e II I j u d g e s i n d i c a t e a c t i v e o r s e n i o r s tatus;magistrate judges indicate full- or part-time)

2 . C o u r t o r O r g a n i z a t i o nDist r ic t Cour t - NDFL

5 a . R e p o r t T y p e ( c h e c k appropriate type)] N o m i n a t i o n , D a t eDistr ict Judge - Senior

7 . C h a m b e r s o r O f f i ce A d d r e s sA mow F e de ra l Bu i ld ing100 Nor th Palafox SIree tPensacola, FL 32502

[] Initial [] Annual [] Final5b. [] Amended Report8.On the basis of the information contained in this Report and any

modifications pertaining thereto, it is, in my opinion, in compliancew i t h a p p l i c a b l e l a w s a n d r e g u l a t i o n s .

Reviewing Off i cer D a t e

3. Date of R e p o r t8/19/201 I

6 . R e p o r t i n g P e r i o d01/01/2010

to12/31/2010

I M P O R T A N T N O T E S : The instruct ions accompa nying th is form must be fo l lowe~ Com plete al l parts ,checking the NONE box for each pa rt where you have no re portable information. Sign on last page.

1 . P O S I T I O N S . m e p o n , . , individual o, ly; seepp. 9-13 of f il ing instructions.)D NONE(N o reportable posi t ions.)POSITION

1. Co-Tr us tee and Chai r man2. Co-Trustee3. Trustee

4. Chai r man5. President Amer ican Camel l ia Soc ie ty

NAM E OF ORG ANIZATION/ENTITYJ . H ug h a n d E a r l e W. Fe l lo w s M e m o r i a l Fun dVi n so n C e m e t e ry T rus t Fun dAmerican Camell ia Soc ie ty Trust , Inc .

Pe n sa c o l a C a m e l l ia C l ub Fo un d a t i o n , In c .

II. AGREEMENTS. C R e w , o r a n g i .d i v i d u n t o , ty : s e , ~ , . 1 4 - 1 6 of filing instructions.)1-~ NONE (No reportable agreements.)

D A T E PARTIES AND TERMS


12/20


Name of Person R e p o r t i n gV i n s o n , R o g e r

Date of R e p o r t8/19/2011

1 1 1 . N O N - I N V E S T M E N T I N C O M E . (Re po.ing indi~id.al a.dspouse: soe pp. iT-Z4 of ,~i.g i.str.c,ions.)A. Fliers Non-Investment Income~ ] NONE non-investment income.)N o reportable

D A T E SOURCE AND TYPE

2.3.4.

INCOME( y o u r s , n o t s p o u s e s )

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 - i f j , o u were m arried during any port ion of the rep ort ing year, complete this sect ion.(Dol lar amount not required except for honoraria. )

D (N o reporta ble income .)O NE non-investmentDATE S OUR C E AN D TYPE

1.2 010 Flor ida R e t i rement Sys t em2.3.4.

I V . R E I M B U R S E M E N T S - - , r a .s p o n a a o ., lodging, food, entertainment.(Includes those to spouse and dependent children; see pp. 25~27 o f il l ing instructions.)

NONE (No reportable reimbursements.)SOURCE D A T E S LOCATION

1 .2.3.4.5.

PURPOSE ITEMS PAID OR PROVIDED


13/20


Name of Pe rson Report ingV i n s o n , R o g e r

Date of Report8/19/201 I

V . G I F T S . a n c l . a , ~ , ~ o ~ , o ~ , o . ~ a n a a , p , ,a , n , c h i t a r, n : , ,o p ~ 2 S - ~ t of filing instructian~)N O N E (No reportable gifts.)

SOURCE DESCRIPTIONI.2.3.4.

5.

VALUE

V I . L I A B I L I T I E S . a . c l . a ~ s , h o s , o / ~ p o u ~ , a , a a , p , ,a e . , ~ h ildren; see p p . 3 2 - 3 3 o f f i ll n g i~trucao~)~ N O N E (No reportable liabilities.)

CREDITOR DESCRIPTION1 . Bank o f Amer ica M o ~ g a g e L o a n - 7~2.3.

4.5.

VALUECODEM


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FINANCIAL DISCLOSURE REPOR TPage 4 of 10

N a m e o f P e r s o n R e p o r t in gVinson, Roger

D a t e o f R e p o r t8/19/201 I

V I I . I N V E S T M E N T S a n d T R U S T S - i n e o , . e , , a l u e , , r u . s a e a o . , , a . e l u d , ~ , h o s e o l s p o ~ s e ~ d depe~den, children; s e e p p . 3 4 - 6 0 of filing instructions.)D NONE income, asse ts , or transactions. )N o reportableD e s c rip t io n o f A s se ts In c o m e d u r in g

( inc luding t rus t a s s e t s ) r e por t i ng pe r iod! (1) (2)Place "(X)" after each asset ! A m o u n t T y p e ( e . g .,

e x e m p t f r o m p r i o r d i s c l o s u r e ] Code l div. , r e nt ,i ( A - H ) or int.)I. Land~ : " ~ None

2. Condominium None

3. Adams Express A Dividend

4. Anglo American A Dividend

5. Catepillar A Dividend

6. Cisco None

7. Cooper Ind. A Dividend

8. Corelogic None

9. Exxon Mobil B. Dividend

10 . First American Financial A Dividend

I1. General Electric A Dividend

12 . Genon Energy None

13 . Geovax Labs None

14 . Geovax Labs None

15 . HCP A Dividend

16 . Headwaters None

Gros s va lue a t e ndo f r e p o r t i n g p e r i o d

(I) (2)V a lu e V a lu e

C o d e 2 M e th o d( J - P ) C o d e 3( Q - W )M W

O W

J TK T

K TJ TJ TJ TL T

J T

J T

J T

J T

J T

J T

J T

T r a n ~ 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) (2) (3) (4)T y p e ( e . g ., Dat e Value Gainbuy, sel l , m m / d d ~ o , Code 2 Code I

r e d e m p t i o n ) (J-P) (A-H)

B uy 11/15/101 J

Spinoff 06/08/10 J( from l ine 9)

Open 12/07/10 J

Bu y I 1 / 1 5 / 1 0 J

I d e n t i t y o fbuyer/seller

( i f p r i v a t et r a n s a c t i o n )

M e r g e r w i th M i r an tLine 23

1 7 . Intel A Di v i d e n d J

I. Income Gain Codes: A = $ 1.000 or Icss B = $ 1,001 - $ 2,500 C = $2,501 - $ 5,000 D =$5,001 - $15,000(See Colunms B I and D4) F =$50,001 - $100,000 G =$1 00 .00 1 - $1 .0 00.0 00 III ~$ 1.0 ~0 ,0 01 - $5,0 00 .0 00 112 =More than $5,00 0,000

2. Value Codes J =$15,000 or l e s s K =$15,001 - $50.000 L =$50.0OI - $100.000 M =$ 100.091 - $250.000(See C o h lmn s C I an d D 3) N =$250.001 - $ 500,000 O =$500.001 - $1.000.000 PI = $ 1.000.001 - $ 5.000,000 P2 =$5.000.001 . $25.000.000

P3 =$25.009.001 - $ 50.000.000 P4 =More Ihan $50.000.0003. Value Method Codes Q = Appraisa l R =(ost (Real Estate Only) S =Assessment T -~Sash Market

(See Cohnnn C2) U =Book Value V = O ~ h , , . " r W =Estimated

E = $ 1 5 . 0 0 1 - $50,000


15/20

FINANCIAL DISCLOSURE REPORTPage 5 of 10

N a m e o f P e r s o n R e p o r t in gVinson, Roger

D a t e o f R e p o r t8/19/201 I

V I I. IN V E S T M E N T S a n d T R U S T S - i n c ~ m e ~ v a ~ u e ~ t r a n s a c t i ~ n ~ ( ~ n c l u d e x t h ~ s e ~ f s p ~ u s e a n d d e p e n d e n t c h i ~ d r e n ; s e e p p . 3 4 ~ 6 ~ f ~ i n g i n s t r u c t i ~ n s . )~ NONE income, asse ts , or transactions. )N o reportableDe s c r ipt i on of As s e l~ T r a n s a c t io n s d u r i n g r e p o r t i n g p e r i o d(including t r us t a s s e t . s )

P l a c e " ( X ) " a f t e r e a c h a s s e texempt from prior disclosure

In c o me dur ing G r o s s v a l u e a t en dre p ort in g p erio d o f re po rt in g p erio d

(I) (2) (I) (2) (I) (2) (3) (4) (5 )A m o u n t T y p e ( e . g ., V a lu e V a lu e T y p e ( e . g ., Dat e V a l u e G ai n I d e n t i ty o fC o d e I div. , r e nt , C o d e 2 M e tho d b uy, s e l l , m rn/dd , ~ y C o d e 2 C o d e I b uye r / s e l l e r(A-H) or int.) ( J - P ) C o d e 3 re d e m ptio n ) ( J - P ) ( A - H ) ( i f p r iva te( Q - W ) t r a n s a c t i o n )

1 8 . I n t u i t i v e S u r g i c a l None J T B uy1 9 . M atrix x Initiativ es None J T20. McDonalds B Dividend L T2 1. M i c ro c hi pTe ch n ol og y B Dividend K T22. Microsof t A Dividend J T23 . M i r a n t None Merged(with l ine 12)24. Myriad Genetics None J T25 . Myriad Pharmaceuticals None J T26 . Pioneer Nat. Res. A Div idend J T27 . ProsharesTreasu ryUItrashort None J T B u y28 . R e g i o n s F i n a n c i a l A Div idend J T2 9. Ro yc e V al ue Fu nd A Dividend J T30 . Sou th e rn Company A Dividend K T31. TECO A Dividend J T32 . T. Row e Price Tax-Free Fund C Dividend L T33 . T. Rowe Price Spectrum Gr. Fund A Dividend K T34 . Thom pson Creek M etals None J T B uy

12/30/10

12/07110

06/30/10

12/14/10

Merged with Genon

I. Income Gain Codes: A = $ 1,000 or less B = $ 1,001 - $ 2.500 C = $2,501 - $ 5.000 D =$5.0OI - $15,000(See C o lumn s BI an d D 4) F = $ 50,001 - $ 100.000 G = $100.001 - $1.000.000 |11 =$1.000.001 - $5.000.000 112 =More than $5.000.000

2. Value Codes J =$15.000 ~ less K =$15,001 - $ 50.000 L = $50.001 - $ 100.000 M :$100.001 - $250.000(See C o lumn s C I an d D 3) N = $250 .0 01 - $ 50 0.0 00 O = $500 .00 1 - $1 .00 0.00 0 P I = $ 1.0 0 0.0 0 1 - $5 ,0 0 0.0 0 0 P 2 = $ 5.0 0 0.0 0 1 - $2 5, 00 0 .0 0 0

P 3 = $ 2 5 . 0 0 0 . 0 0 1 - $ 5 0 . 0 3 0 . 0 0 0 P4 =More than $50.000,0003. Value Method Codes Q =Appraisal R -Cost (Real l,Stale Only) S = A s s c s s m ~ m t T = Cas h Mar k c l(See C o lumn C 2) U = Book V alu e V =C~her W -Estimated

E =$15.001 - $50.000


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D a t e o f R e p o r ~8/19/2011

VII. I N V E S T M E N T S a n d T R U S T S - income, value , transa ctions (Includes those of spouse and dependent children; seepp. 34 -60 of f il ing instructions.)~-] NONE income, assets, or transactions.)N o reportable

A. B. C. D .D e s c r i p t i o n o f A s s e ts I n c o m e d u r in g G r o s s v a l u e a t e n 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 ~ s ) reporting l~riod o f r e p o t li n g p e r i o d

! (I) (2) (l) (2) (I) (2) (3) (4) (5 )P l a c e " ( X ) " a f t e r e a c h a s s e t [ A m o u n t T y p e ( e . g . , Value Value T y p e ( e . g . , D a t e Value G a i n I d e n t i t y o fe x e m p t f ro m p r i o r d i s c l o s u r e i Code I d i v . , r e n t , C o d e 2 M e t h o d b u y , s e l l, m m / d d ~ C o d e 2 C o d e 1 b u y e r / s e l l e r( A - H ) o r i n t . ) ( J - P ) C o d e 3 r e d e m p t i o n ) ( J - P ) ( A - H ) (ifprivateI ( Q - W ) t r a n s a c t i o n )

35 . Vanguar d Ener gy Fund36. Vanguar d Pr ec ious Meta l s Fund37 . Vanguar d Tax-Managed Cap . Appr ec ia t ion

Fund38 . W almar t39 . Wats on Ph arm.4 0 . 4 0 3( b) N a ti o n wi d e A n n ui ty41 . I RA Pric e Fu nd s42. - Spectrum Growth43. - Spec t r um Income4 4. - S pe c tr um I n te rn a ti on a l45 . Members F~rst Credit Umon ~ .,:.,.._:z~,~~- Savings46. Am S outh Ban k Ac counts47 . Beach Bank Accoun t48 . Lif e Insur ance ( W hole) ( Navy Mutual Aid )49 . IRA- Vanguar d Gr oup50 . - STAR Fund

A Dividend J TA Dividend J TA Dividend J TA Dividend K T

None J TD Distribution L WC Dividend L T

AAB

Interest J TInterest J TInterest K TNone L W

Distribution O T

51 . - International Value

I. Income Gain Codes: A = $ 1.00~ or less B = $ 1,001 - $ 2.500 C =$2.501 - $5.000 D =$5.001 - $15.000(See C o lumn s BI an d D 4) F = $ 50.001 - $ 100,000 G = $100.001 - $1 ,000.000 I I I -$1.000.001 - $5.0~.000 112 =More than $5.000,000

2. Value Codes J =$15.000 or less K $15.0OI - $50 .000 L =$50.001 - SI00.00~ M =$10~.001 - $250.000(See C o lumn s C I an d D 3) N =$250.001 - $500.000 O -$500.0~1 - $l,0(~.00O PI =$1.000.0~1 - $5.0~0.000 P2 =$5.000.0~1 - $25.000.000P3 =$25.0~9.001 - $50.00~.000 P4 =More than $50.0~.000

3. Value Mclhod COdes Q - A ppra l sa l R =Cosl ( Real Estate Only) S A s s e s s m e n t T =Cash Market(See Column C2) U = Book V alu e V -O~hcr W =Estimated

E =$15,0OI - $50.000


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FINANCIAL DISCLOSURE REPORTPage 7 o f 10 Ia m e o f P e r s o n R e p o r t in gVinson, Roger D a t e o f R e p o r t8/19/2011

V I I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v a l u e , t r a n s a c t i o n s anclude$ those of spouse and dependent children; see pp. 3 4 - 6 0 of f i l ing ins truc t ions . )N O N E (No reportable income, assets, or transactions.)

A. B. C.D e s c r i p ti o n o f A s s e l s I n c o m e d u r in g G r o s s v a l u e a t e n 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 in g p e r i o d o f r e p o r t i n g p e r i o d

(i) (2) (0 (2)T r a n s a c t i o n s d u r i n g r e p o r l i n g p e r i o d

(I ) (2) (3) (4)P l a c e " I X ) " a f t e r e a c h a s s e t

exempt from prior disclosure

52 . - Wellesley53 . - Wellington54. - Energy Fund55 . -Health Care56. - Inf lation Protected Sec.57 . -Precious Metals58 . -Sh or t Te rm Inv. G rade59 . Western Asset Municipal Money MarketF und IX )60 . Amer ican Elec t r i c Power Co. Inc . IX)61 . Cis co Sys Inc . IX)62. Coca -ColaCo. IX)63. Walt Disney Co. IX)64. Ex x on Mobi l Corp IX)65. For tune Br ands Inc . ( X)66. Home Depot Inc . IX)67 . Intel Corp. IX)68 . lntL Business Machines Corp. IX)

A m o u n t T y p e ( e . g ., V a lu e V a lu eC o d e I div. , r e nt , C o d e 2 M e t h o d( A - H ) o r i n t . ) ( J - P ) C o d e 3

None MNone JNone JNone JNone JNone JNone JNone JNone JNone J

T

T

T

T

T

T

T

T

T

T

T y p e ( e . g . , D a t e Value Gainbuy, sell, m m/dd/y y Code 2 Code I

r e d e m p t i o n ) ( J - P ) (A-H)

12/29/1012/29/1012/29/1012/29/1012/29/1012/29/I 012/29/I 012/29/1012/29/I 012/29/10

(5 )I d e n t i t y o f

buyer/seller( i f p r i v a t e

t r a n s a c t i o n )

I. Income Gain Codes: A =$1.000 or less B -$1,0Ol - $2,500 C ~$ 2,501 - $ 5,000 D = $ 5.001 - $ 15.000(See C o lumn s BI an d D 4) F =$50.001 . $100.000 G =$100.001 - $1.000.000 III =$1.000,001 - $5.000.000 112 =More than $5,000.000

2. Value Codes J ~$15.0(g1 or less K =$15.001 . $50.000 L = $50.0O I - $ 100.000 M = $ 100.001 - $ 250.000ISee C o lumn s C I an d D 3) N $2 5 0.001- $5 00.000 O=$500 .001 -$1 .000 .000 P I = $1 .0 00 .0 01 - $ 5.0 00 .0 00 P 2 = $5.0 0 0 - 0 O I - $ 2 5 - 0 O O - 0 O O

P3 = $25.000.001 - $ 50.000.000 P4 =/.lore Ihan $50.000.0003. Value Method Codes Q = Appraisa l R :Cost (Real Estate Only) S = As s c s s moat T =Cash Market

(See Column C2) U B ook Val ue V =Other W -Estimated

E = $ 1 5 . 0 0 1 - $ 5 0 . 0 O O


18/20



D a t e o f R e p o r t8/19/2011

V 1 I . I N V E S T M E N T S a n d T R U S T S - i n c o m e , v u t u e , t ~ a . s a . i o , ~ a . c t u d e s , h o s e o / ~ v o u ~ e ~ . d , t~ , ~ . , ~ n t ~ h i l ~ . e . : ~ v v . ~ 4 - ~ o o / ~ l l . g instructions.)N O N E (No reportable income, assets, or transactions.)

A. B. C. D.Description of Assets Incom e during Gross value at end Transactions during reporting period

(including trust assets) reporting period o f r e p o r t i n g p e r i o d(I) (2) (I) (2) (1 ) (2) (3) (4) (5 )

P l a c e " ( X ) " a f t e r e a c h a s s e t A m o u n t T y p e ( e .g . , Value Value T y p e ( e . g . , D a t e Value Gain I d e n t i t y o fexempt from prior disclosure ] Code I d i v . , r e n t , Code 2 M e t h od buy, sell, m m / d d ~ y y Code 2 Code I buyer/sellerI ( A - H ) o r i n t . ) ( J - P ) Code 3 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 ) t r a n s a c t io n )

6 9. M e r ck & Co . In c. Ne w (X )7 0 . M ic ro s of t C o rp . ( X )

71 . Sou th e rn Co. (X)72 . W al-Mart Stores, lnc. (X)7 3 . W e l l s Fa rgo & CO. Ne w ( X )74 . Legg M ason W estern Asset Intermediate-Term Mu nic ipa l s (X)

None J T 12/29/10None J T 12~9 /10None J T 12/29/10None J T 12/29/10None J T 12/29/10None K T 12/29/10

I. Income Gain Codes: A = $ 1,000 or less B = $ 1,001 - $ 2,500 C = 52,501 - $ 5.000 D =$5.001 - $15,000(See Columns B I and D4) F :$50.001 - $100.000 G =$100.001 - $1.000,000 Ill =$1.000,001 - $5,000.000 112 =More than $5.000.000

2 Valoe Codt~s J = $ 15.000 or less K = $15.0O I - $ 50.0~0 L =550.1)01 - 5100.000 M = S I D O . O O I - 5 2 5 0 . 0 1 ) 0ISec C o lumn s C I an d D 3) N -$250.001 - $ 500.0~O O =$500.001 - $ 1,000.000 PI =51.000.1301 - $5,000.000 P2 = $5.000,001 - $25.000.000

P3 =$25,000.0OI - $50.000.000 P4 =More than $50.000.0903. Value Method Codes Q =Appraisal R ~ osl (Rea l Es t a l O nl y ) S =Asscssn~mt T =Cxsh Markc~(Scc C o luum C 2I U -Bo o k Va lue V =Olhe r W =Estimated

=$ 15 , 001 - $ 5 0 , 000


19/20


N a m e of Person Repor t ingV i n s o n , R o g e r

D a t e of Report8/19/201 I

V I I I . A D D I T IO N A L I N F O R M A T I O N O R E X P L A N A T I O N S . ~n~ticatet,arto, trepor~)Par t VI I . Inves tmen ts and T r us t s . Lines 5 9 th r ough 7 4 , Co lumn D( I ) :Inheri tance received by the f i ler. , i~:~~:~~-. " i on 12/29/2010 an d is not repo rtable , page 52 o f f i l ing inst ruc t ions.


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FINANCIAL DISCLOSURE REPOR TPage 10 of 10

Name of P erson Repor t ingV i n s o n , R o g e r

D a t e o f R e p o r t8/19/2011

IX . CERTIFICATION.I c e r t i fy t h a t a l l i n f o r m a t i o n g i v e n a b o v e ( i n c l u d i n g i n f o r m a t i o n p e r t a in i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d r e n , i f a n y ) i sa c c u r a t e , t ru e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l ie f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e l d b e c a u s e i t m e t a p p l i c a b le s t a t u to r yprov i s ions pe rmi t t ing non- d i s c los u re .I f u r t h e r c e rt i fy t h a t e a r n e d i n c o m e f r o m o u t s id e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f t s w h i c h h a v e b e e n r e p o r t ed a r e i nc om pl ia nc e w i th the p rov i s ions o f 5 U . S .C . a pp . 5 01 e t . s e q ., 5 U. S . C . 7 3 5 3 , a nd Ju d ic i a l C onfe re nc e re gu la t ions .

Signature: $[ R o g e r V i n s o n

N O T E : A N Y I N D I V I D U A L W H O K N O W I N G L Y A N D W I L F U L L Y F A L S I F I E S O R F A L L S T O F I L E T H I S R E P O R T M A Y B E S U B J E C T T O C I V I LAND CR IMINAL SANCTIO NS ( 5 U.S .C. app . 104)

Comm ittee on Financial DisclosureAdministrative Office of the United States CourtsSuite 2-301One Colum bu s Circle, N.E.W ashington, D.C. 20544

roger vinson financial disclosure report for 2010

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