Bruce D Black Financial Disclosure Report for 2009

8/3/2019 Bruce D Black Financial Disclosure Report for 2009

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A O 1 0 I FINANCIAL DISCLOS URE REPORT g e t , ,, r t R e q u i r e d b y t h e E t h i c si~t Government Act of 1978R e ~ . 1 / 2 0 1 0 [ F O R CA LEN D A R YEAR 2009 < ~ u s . c . a p p , . ~ tO t - 1 1 1 )

1. Person Reperting {last nam e, first, middle initial) 2. Court or Organization 3. Dare of Report

BLACK, BRUCE D. USDC, Distnct of New Mexico 05/I 5/2010

4. Title (Article Ill judges indicate active or senior status; 5a. Report Type (check appropriate type) 6. Reporting Itriodmagistrate judge~ indicate f~l[- or pan-time) 01/01~009] Nominatitm. Date

U. S. District Judge (active) [] hlitial [] A .... I [] Finalto

12 i31/20095b. [] Amended R eport

7, Chambers or Office Address 8. On the basis of the informntion contained in this Repor! nnd an}modifications pertaining thereto, it is, in my opinion, in compliance106 South Federal Place with applicable laws and t-el~ula~ions.Santa Fe, Nlcw Mexico 87501

R~viewi.g Officer [)ate

]MPORTANT NOTES: The instructions accompanying this form must be followed. Complete all parts,checking the NONE box.Ibr each part wherc you have no relrortablc information. Sign on last page.

I. P O S I T I O N S . t ~ e ,o - ~ .~ individual only: aee pp, 9-13 of filing itt~tructions.)[~] NONE (No reportable positions.)

POSITION NAME OF ORGANIZATION/ENTITYI. Member, Board of Trustees Louisville Presbyterian Theological Seminary

2. Member, Board of Directors El Ranclm de las Gohmdrina,,;

3 . CI , ~.,

i ,~

D A T E PARTIES AND TERMS


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FINANCIAL DISCLOSURE REPORT [ N .... fP ..... Reporting Date ofRepor~Page 2 of 7I BLACK, BRUCE D.

05/I 5/2010

I I l. N O N - I N V E S T M E N T I N C O M E . :g,po,,g~g i.u;,,;~l .,,~.,; ..... : s e e p p . 1 7 - 2 4 of filing in~tructlonx.)A. Filers Non-Investment Income

N O N E (No reportable non-investment income.)DATE SOURCE AND TYPE I N C O ME(you~, not spo~es)

I.23.

4.

B. Spouses Non-lnves[men[ I~eome - i~o~ were ~rri ed dt~rinx any ponion of the reporting.rear, complet~ this section.(Dollar amount not required except for honoraria.)~ N ONE (No reportable non-investment income.)

D A T E SOURC~ AND TYPE1. 2009 Sanla ["~ Pubhc Schools - Subsli~ Teacher2.3.4.

N ON E (No rcT)ortable reimbur_sem~ntx )~ DATES LOCATI(-)N PI.q{POSE ITF, MS PAll) OR PROVIDF, I)

I.2.3.

5.


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FINAN CIAL DISCLOSUI~ REPORT N a m e o f P e r s o n R e p o r t i n g D a l ~ ur R e p o t !Page 3 of 7 BLACK, BRUCE D. 05/15/2010

[] NONE (No reportable gifts.)SOURCE DESCRIPTION VALUE

1.2.3.4.

5.

[~] N O N E (No reportable liabilities..)

C[(EDITOR DESCRIPTION VA I.UI". CODEI. Bank of America Mortgage on rcntal property ,/1, Santa Fe, NM (Pt. VII, Line 15) J2.3.

4.


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FINAN C IAL D ISCL OSURE REPORT ~ B 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 i ~ e p o r tPage 4 of 7 B L . ~C K , B R U C r D . 0 5 a 5 / 2 0 1 0

V l l. I N V E S T M E N T S a n d TRUSTS - i ........ ~ , , . , . . . . . . , i o , . , ( I n c l u d e s t h o s e of ~p ....... d dependentrhildren; seepp. 34-60 drilling instruction.g)N O N E (No reportable income, assets, or trat~~ctions.)

D e s c r i p t io n o f A s s e ts } Income during ] G ross value a: end Transactions dur ng rc~rlmg pc~(including t~t assets) rc~ing period of reposing

xempI from p~or di~losu~ " C~e I d i ~ . , r e n t . C t ) d e 2 ~ Me~h~ buv ~ll, m~d~yy ~ L~e 2 Code l buyerlsellet(A-tl) ...... ) [ ,J.P, i L o d e 3 ) r e d e m p t , o n ) ] ( I - P ) ~ (,,-II) (iflmvatc Q - W ) ~ [ l r a n g a c t i o n ~

I. NW Mutual Life Ins. B Dividend K T2. NM It,blic Empl. Defer. Comp. D Dividend M T3. --American Funds - Europacific Growth Fd. *%co Part VIIIR6 I. --Dodgecox Stock Fd

5. --American Funds - Incm F nd of America Sold 1 2 1 1 1 / 0 9 KInc.6 --OK tvtrk Eq. Inc. 1 B uy 12/I 1 / 0 9 K7. W ellfargo IRA C Dividend M T **see Part VIII8. --Dmis NY V enture-A Fund9 --Davis Grow th - A FundI 0 --FPA New Income Inc.

I I --Tweedy Browne G lobal12 i:vcrgreen lV lunicipal Money Markel Fund A Interest J T

3 Oak Assoc. WIlTOak Growth None J T

14 \Veils Fargo Bank Accounts A Inte)csl K 25 Rental t41, Sanla Fc, NM (65,04 $212,000) D Rent b ,l RIO t3ocmg A lntcresl Rcdecmcd 10,05/09 K17 New lersc., ~I TPK ;\rob. Bond J~ ] ] l l t t . - l t : . - , I % + r i d O + ) , ! ? ~ O / I F ) KI


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N a m e o f P e r s o n R e p o r t in g D a t e o f R e p o r tPageFINANCIAL5 of 7 D ISCLOSURE REPORT B L ACK , B R U C E O . 0 5 q 5 , 2 0 1 0

ell. IN VESTMENTS a n d T R U S T S - i . . . . . e , valut, t ...... r~n~ (Includes those o].,p . .... . d de~ndent children; .,1, pp. 34-~0 of filing in.~tr~ctions.)NONE (No reportable income, ~sets, or transactions.)

D e s c ~ p t i o n o f A s s e ts Income during [ Gross ~altle al e~d " Transactmns de,ring re~)lllfl~ pClll~d(including ~s~ ~scts) repoaing pound ~ of r~o~ing pcri~

P l a c e " ( X ) " a ~ e r e a c h a s s e t ~ A m o u n t J)~ (e.g.. V M u e ~ Value Ty~ (e.g. D a t e Value G ain I d e n t i t y o fe x e m p t f r o m p r i o r d i s c l o su r e C~e I d ~ v . . r e n t . C~e 2 ~ Mefl~ buy, sell, mmhld/~ I d , d e 2 f f ~ d e I buyer/setk~(A-It) o r i n t . ) ( J - P )

[C o d e 3 redemp6on) ( I - I ) (A-Ill ( t f p r i ~ a t c{ Q - W I ttansac6on)

1 8 . JP Morgan Ch~e BK CD B lnteresl Red~mcd 07/30/09 K1 9 . Ford Motor Credit A ln~resl Redeemed 03/20/09 J

2 0 . Del N0rte Credit Union A Interest M T21 MG M Mirage 5 - Note B Interest Redeemed 05/28/09 K2 2 . Sears Roebuck Accept. Notes B Interest K T2 3 . University NM Revenue Bond A Interest J T2 4 . DWS Money Mkt Prime See. A Dividend J T2 5 . Brislo[ Myers Squibb Co. A Dividend J T2 6 . Capmark IlK CD C Dividend Sold 09/10/09 L27 Morgan Stanley CD A Interest Sokl 1 0 , 2 9 / 0 9 K28 Worm Finl Cap CD A Interest Sold 0 3 , 1 7 / 0 4 I.2 9 . Io~ershrs Financial Preferred Iorlfolio A Dividend J T30 Mountain Amcrican Crc&t Union A Interest K 1 Open 0 I;27/09 K31 Land ~,2, Santa Fc, NM (4,14/09 $300.000) N o I ~ c N R B u . v ! 1 4 , 1 4 / 0 9 N


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FINANCIAL DISCLOSURE REPORT [ h .... [P ..... R e p o r t i n g I)at~ of R,porlPage 6 of 7 [ nL,~CK, ~atJCE I). 0 5 ; ~ . ~ / 2 0 1 0V III. ADDITIONAL INFORM ATION OR EX PLANATIONS. a,ai~o,e~,~,,ojR,p,,,,)

Pan VII - line 3 - American Funds Europacific G rowth Fd R5 - changed 12H I into American Funds - F~uropacifi G rowth Fd R6Part VII - line 7 - W achovia became Wells Fargo


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FINANCIAL DISCLOSURE REPORT n .... f P ......Report ing Daze of Ilepor,Page 7 of 7 BLACK, BRUCE D. 05/I 5/2010

IX . CERTIFICATION.I certify that all information given abov e (including information pertaining to my spouse and minor or d ependent children, if an)) isaccnrate, true, and comp lete to the best of my kno wledge and belief, and that an) information not reported w as withheld because it met applicable stalntorypropulsions permitting non-disclosure.I further certify that earued income from outside employm ent and honoraria and the accep tance of gifts svhlcb have been reported are incompliance with the provisious of 5 U.S .C. app. 501 el. seq., 5 U.S .C. 7353, and Judicial Conference regulations.

Signal

N O TE: A N Y IN D IV ID U A L W IIO K N O \ V 1 N GLY A N D \ V I I.F U LLY F A LSIF IES O R F A ILS TOFILE THIS REPORT MAY BE SUB JECT TO CIVILAND CRIMINAL SA NCIIONS (5 U.S .C. app. 104)

FILING INSTRUCTIONSMail signed original and 3 a clditional copies to:

Committee on !:mancial DisclosureAdm inism~live Officc of the United S tales CourlsSuite 2-301One Columbus Circle, N.E.~Vashington, I).C. 20544 ~

Bruce D Black Financial Disclosure Report for 2009

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Transcript of Bruce D Black Financial Disclosure Report for 2009