sam e haddon financial disclosure report for 2009

8/3/2019 Sam E Haddon Financial Disclosure Report for 2009

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I Ao 10 [ FINANCIAL DISCLOSURE REPORT R e p o t , R e q u i r e d k v ,he Ethicsin Government Act of l ~7~~,. ~/~o~0[ FOR CALENDAR YEAR 2009 (5 u.s .c .pp . .~# ~o~ -tt t~I. Person R epor t ing ( last name, f i r~, middle ini t ia l) 2. Court or Organiza t ion 3 . D~re o f ReportHaddon, Sam E. District Court - Montana 05/04,2010

4. Title (Article Ill judg~ indicate active or senior status: 5a. Reporl "Iype (check apprcp~ale | ,vpe) 0. Reporting Periodmagistrate judges indicate full- or part-time) [] Nomination. Date 01/01/2009U.S. District Judge- Active [] Initial [] Annual [] Final to12/31/2009

5b. [] Amended Report7. Chambers or Office Address 8. On the basis of the information contained in this Report and an )modifications pertaining thereto, it is, in my opinion, in complianceFederal Courfl~ousc with applicable laws and regulations.125 Central Ave West Room 301Great Fa[l~. M7 59404 Resiewing Officer Date

I M P O R T A N T N O T E S : The instructions accompanying thix form muxt be followe& Complete all parts,checking the NO.rVlz" box for each part where you have no reportable information. Sign on last pagt:

[~ NONE (No reportable positions.)pOSITION N A M E O F O R GA N I ZA T I ON !E N T IT Y

I,

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I I. A GREEM E NTS. m.,o,,,,g ,,~,,.,~.,t o,,,,., ,,,,,. ,4-,, off!ling instructionx.)~ N O N E ( N o r~Tmrtable agreements.)pATE P~TIES AND TERMS

I.


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FINANCIAL DISCLOSURE REPOR T NameofPerson Reporting DateoirReprtPage 2 of 7 lladdon, Sam E. 05/04/2010

llI. N ON-INV ESTMEN T INC OME. :R:poning~.di,iau,lo.d.~p ..... ; ~ , e p p . 17.24of f !l inginstructlons . )A. Fliers Non-Investment Income

NONE (No reportable non-im,estment income.)DATE SOURCE AND TYPE 1 N C O M _ ~()ours, not spouses)

1. 2009 Buchanan C apital LLC for First Cleating -Pension Plan Distribution S123.000.00

2.3.4.

B . S p o u s e s N o n - l n v e s t m e n t ! n c o m e - t f ) , o u n,ere married du ring an) ,portion of the reporting.;ear, comple te tlus section.( D o l l a r t 7 lr l lo l l R I I ~ O I r e q u i r e d e x c e p t [ b r h o n o r a r i a . )~-] NO NE ( No repor tab le n on - in ves tmen t in come . )

DATE SOURCE AND TYPEI. 2009 ]he N orthern Trust Company for Providcnce Health Syslem - Retirement D istribution

2.3.4.

nclude.~ tho~e to spouxe aml ~L,pend~nt ch~ldr~n," see l~p 25-27 offiling inetrtatir~n~.)

N O N E ( N o reportable reitnbursements.)SOURCE DATES LO~ATION PURPOSE ITEMS PAID OR PROVIDED

I.2.3.4.5.


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FINANCIAL DISCLOSURE REPORTIName 0fPer~l~ Reprting

Date of ReportPage 3 of 7 n ~ d d o n , S a m ~ . 0 ~ / 0 4 ~ 0 ~ 0

V . G I F T S . anclude~ those ,0 spouse and dependent cl, ildren; ~ee pp. 28-31 of flUng instruction,*.)~ NONE (~ reportable gi]~s.)

S O URC E DESCRIPTION~. Ame6can College ofTfiaI l,a~ers M e m b e r s h ip d u e s a n d m e e ti n g r e g is + ~ f ie n t ~ e s $ 1 , 7 2 5 ~ 0 0

2.

3.4.5.

~ N O N E (No reportable liabilities..)C~DITO~ D E S C R I P T I O N V ALUE CODE

1 .

3.4.5.


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FINANCIAL DISCLOSURE REPORT I~ .... f P e r s o n R e p o r t i n g D a t e o [ R c p o r ~Page 4 of 7

[ ]laddon, Sam E.0 5 / 0 4 1 2 0 1 0

VII. INV ESTMEN TS and TRUSTS - i ........ ~,~. , ...... tions ancludes tho~e of sp ....... d d e p e n d e n t c h i l d r e n ; s e c p p . 3 4 - 6 0 t ~ f ! li n g i n ~ t r u c t i o n ~ . )~ N O N E (No reportable income, assets, or transactions.)

D e s c r i p t i o 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 d T r a n s a c t io n s d u n n g r e p o m n g(including trust assets) ~ reposing peri~ : of r~oaing period ....

P l a c e " I X ) " a ~ r e a c h a s s e l "Amo~l T)~e leg., ; Value ~ Value T y p e ( e . g . , Date ] Value Gaine x e m p t f r o m p r i o r d i sc l o s u r e Ct~e I ~ d i v . , r e n t , C o d e 2 [ blelh~ : b u y , s e l l , m m ~ d g D C o d e 2 Code I ~ b u y e r ! s e l l e r~ ( A - H ) orin,.) (J-P) , Code3 ~ r e d e m p t i o n ) ( J P ) ,A-HI ] ( i f p r i , a , ~~: ( Q - W ) ~ ~ t r a n s a c t i o n )~ ~ .............. ~ ......1. American Fun~: Investment Company of B Dividend L TAmerica2. Am e~m F~&: W~hinglon Mutual C Di~Sdend M T3. Security Bank CD 4.4 C lntcrest Matured 1 ) 8 / 1 3 / 0 9 L4. Community Bank CD 3.8 C Interest M T5. Macatawa Bank CD 4.55 C Interest M T6. Baylk Bank 3.6 C Interest Matured 11/16/09 L7. Na tional Rural Utility B Interest K T8. Wachovia Securities Money Market A Interest M T9. American l-un&~: Capital Income B uilder D Dividend M T Sold 12/31/09 L A( p a r t )

1 0 . Blackrnck Global B Dividend K "1"I 1 . World Savings Bank 5.3 C Interest Matured 06/29/09 L1 2. Capital One Bank 4.4 C Interest M T13 . PH O A Dividend K T1 4 . Neuberger Berman Real Estate A Dividend Sold 12q8/09 J15 . Wisdom Tree It;Y Euity FD (I)HS) C Dividend L T1 6 . Wisdom Tree Dicta II;Y DVD Fund A Dividend K T1 7 . Claymnre S&P Gh~bal Water I-.TF A l)ividend K T

1 Income Gain Co,les: A = $1.0~ or less B =$1,tX )l - $2.500 C =$2,501 -

1 3 , $ 2 5 . 0 0 0 . 0 0 1 - $ 5 0 . 0 0 0 , 0 ~ P 4 ~ M m c t h n n


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FINANCIAL DISCLOSURE REPO RT Name of Person Reporting Date of ReportPage 5 of 7 ~ a d a n n , S a m E . 0 5 / 0 4 / 2 ( ! 1 0V ! I . I N V E S T M E N T S a n d T R U S T S - i ......... .~ .......... , i o , ~ (l,,ludes tl ......~f spause and dependent c h i l d r e n : . ~ e e p p . 3 4 - 6 0 o]filing in.~tructions.)

[] N O N E (No reportable income, assets or transactions.)-- ~ ................. ~ ~. ~ .... ~( ................. D .Description of Assets ] ~come during ~ Gr~s ~alue at end Transactions dufng ~porting(including~t ~scls) reposing p~i~ i of reposing

~ Place"(X)" after each ~set ~Amount ~ T~e (e.g.. : Value Value T~e (e.g., Date [ Value Gain Ident i~ 0f? Cede 1 div.. renk ~ C~e 2 [ Method buy, sell, [mm,dd~ ~ (_ode 2 [ Code I b u y ~ n . , s e l l e txemp~ from prior disclosure (A-Ill ~r int.) [ (J-P) Code 3 red~p~ion) [ ~ 0-P) (A-It) (if private~ ~ (Q-W) ~ [ tran~ction),_ ....................................................... ~ ................... ~ ........18. Blac~ock Pref Eq T~st C Di v i de nd Sold 12/18,~09 K D

1 9 . First Interstate Bank A Interest N T2 0 . Flushing Bank 3.0 X B Interest K 1 Buy 01/08/09 K21. Western Bank I.I X None L T B uy 12/28/09 L22. R G Premier Bank 2.5 X A Interest M T B uy 08/I 1/09 L23. CountyBank 2.9 X B Interest L T Bu y 06/16/09 L

IS cCo[~ CI and D3) N ~$250,001 - $5~.~ O =I5~),001 - $ i ,1~~).1~1 P] =~] d)~}.~l - $5.ff1{),~ P2 =$5.~.001 - $25,~0,~0


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FINANCIAL DISCLOSURE REPORT ~ .... f Person Reporting Dateofl~tportPage 6 of 7 Uaddon . S a m E . 0 5 / 0 4 / 2 0 1 0

VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.


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FINANCIAL DISCLOSURE REPO RT [ N .... f l e r s o n R e p o r t i n g D a , e o f R e p o r !Page 7 of 7I I t la d d o n , S a m E . 0 5 , 0 4 / 2 0 1 0

IX. CERTIFICATION.I certify that all information given above (including information pertaining to my sp ouse and minor or depen dent children, if any) isaccurate, true, and complete to the best of my knowledge an d belief, and that any information not reported was withheld because it met applicable statutoryprovisions permitting non-disclosure.! further certify that earned income from o utside employm ent and honoraria and the acceptance of gifts which have been repo rted are incompliance with the pro~isions of 5 U .S.C. app. 501 et. seq., 5 U.S.C . 7353, and Judicial Conference regu latiuns.

N OT E : AN Y I N D I VI D U AL \V | IO K I N O~ , IN G LY AN D W I LF U LLY F ALSIF IES OR F ALLS T O F I LE T i l ls REP ORT 3 1AY B E SU B JEC T T O C I VI LAND CRIMINAL SAN CTIONS (5 U .S.C. app. 104)

FILING INSTRUCTIONSMail signed original and 3 additional copies to:

C omm ittee on Financial DisclosureAdm inistrat ive Office of the U nited States C ourtsSuite 2-301One Columbus C i rc le , N .E .Washington, D.C. 20544

sam e haddon financial disclosure report for 2009

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