Gerald B Tjoflat Financial Disclosure Report for 2009

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    . o / o I FINANCIAL DISCLOSURE REPORT Report Required b): the Ethicsin Government Act of 1978~ , , , , . l / 2 o w I F O R C A L E N D A R Y E A R 2 0 0 9 ( 5 u . s .c , a p p . . ," ~ , ~ l O t - I l l)I. Per,,on Reporting (last name. first, middle initial) 2. Court or Organization 3. Dale of ReportTjoliat. Gerald B. I lth Circuit Court of Appeals 05/102010

    4. Title (Article 1I! judges indicate active or senior status; 5a. Report ]ype (check appropriate lype) 6. Reporl ing Periodmagistrate judges indicate full- or part-time) 1"~ N~mination. Date 01/01/2009

    Articlc llI-Active [] Initial [] Annual [] Final to12/31 [20095b. [] Amended Report

    7. Chambers or Office Addres~ 8. On the basis of the information contained in this Repo~t and anymodificatious pertaining thereto, it is , in my opinion , in compliance300 North IIogan Street with applicable law~ and regulations,Suite 14-200Jacksonville, Florida 32202 Reviewing Olfice r Date

    [ M P O R T A N T N O T E S : The instructions accompanying this form must be followed. Complete all parts,checking the N ON E box for each part where you have no reportable information. Sign on la st page.

    1 . P O S I T I O N S . (Rep,,rting individual onl.v; see pp. 9-13 o]fillng instruetions.)D N O N E (No reportablepositions.)

    POSITION NAME OF ORGANIZATION/ENTITY1. Member of the Board and Member of the Executive Committee North Florida Council Boy Scouts of America

    2. Board M ember Board of Overseers of the Searle Civil Justice Institute, Northwestern U niversitySchool of Law

    1 1 . A G R E E M E N T S . fx~pom.g i,ai~ia.,t ,o~,;.,~, ,~ . 14-16 of ~ling i ...... ",ions.l !~- ~ i" ,~~ NONE (No reportable agreements.) - : ~ " - ~ r~

    D A T E PARTI~ AN~ TE~ ~I.

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    F I N A N C I A L D IS C L O S U R E R E P O R T ,~ .... fP ..... R e p o r t i n g [ D a t e o f R t p o r !Page 2 of 7 T j o f l a t, G e r a l d B . II II . N O N - IN V E S T M E N T I N C O M E . tRepor,i.g individualandsp .... ; seepp. 17-24 of filing instructions.)A. Fi l er s Non -Inves tment Incom e

    NONE (No reportable non-investment income.

    DATE SOURCE AND TYPE INCOME(yours, not spouses)1.

    2.

    3.

    4.

    B. Spouses Non-Investment Income - if you were married during any portion of the reporting year, c omplete this sectior~( D o l l o r o r n o u n t n o t r e q u i r e d e x c e p t ] o r h o n o r a r i a . )D NONE (No reportable non-investment income.)

    DATE SOURCE AND TYPEI. 2009 Pappas Metcalf Jenks and Miller (Law Firm)

    2.3.

    4.

    IV. REIMBURSEMENTS -(Includes thos~ to spouse and dependent children," ~ee pp 25-27 of filing instructions)

    [~] NONE (No reportable reimbursements.)SOURCE DATES L O C AT I O N PURPOSE ITEMS PAID OR PROVIDED

    1. A B A L it ig atio n Se ctio n January 22-January Vail, CO Panel Participant Transportation, meals and lodging24

    2. American Conference January 26-January New York, NY Panel Participant Transportation, meals and lodgingInstitute 283. American College of February 6-February New Orleans, L A Speaker at dinner Transportation, meals and lodgingBankruptcy Judges Reunion 74. Um vcrsity of Chicago April 7-April 8 Champaign, IL M oot Court Transportation, meals and lodging5. Northwestern U mvcrsity A pril 28 -A pril 29 Chicago, IL Searle Civil Justice Transportation, meals and lodgingInstitute Board ofOverseers Meeting

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    INamef P e r s o n R r p o r t i n g D a t e o f R e p o r tFINANC IAL DISCLOSURE REPO RT ] Tjoflat, Gerald B . 0 5 / 1 0 / 2 0 1 0age 3 of 76. American Conference May 12-13 New York, NY Panel Participant Transportation, meals and lodgingInstitute

    7. ABA Appellate Practice May 28-May 31 New York, NY Panel Participant Transportation, meals and lodgingInstitute8. Florida Bar June 25 Orlando, FL Panel Participant Transportation and meals

    9. American Conference June 26-July 1 San Francisco, CA Panel Participant Transportation, meals and lodgingInstitute0. Florida American hms of Angust 8 Lake P, uena Vista, FL Kcy Note Speaker at Transportation and mealsCourt Leadership Summit

    I. Northwestern University October 2 l-October Chicago, IL Searle Civil Justice Transportation, meals and lodging22 Institute Board ofOverseers Meeting

    2. G eorge W ashington November Washington, DC Supreme Court Conference Transportation, meals and lodgingUniversity lg-November 21 Panel Participant

    3. American Conference D ecember New Y ork, NY Panel Participant Transportation, meals and lodgingInstitute 8-December 10I O , . FBA D ecember ttonohdu, Ill Panel Participant Transportation, meals and lodging10 December I I

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    N a m e of Person Reporting Dale of ReportF I N A N C I A L p a g e 4 o f 7 D I S C L O S U R E R E P O R T ! T j o fl a t, G e r a ld B . 0 5 i l 0 ; 2 0 1 0

    ~ N O N E (No reportable g~s.)~ D E SC R IPTIO N VAL~

    I.2.

    4

    V I . L I A B I L I T I E S . a , , .l ~ o s t l , o ,, ~ ! ~ p ...... d dependent children; ste pp. 32-J3 of f!ling insttuetionz)N O N E ( M ~ reportable liabilities.)

    C R E D ITO R D E SC R IP TIO N vALUE CODE

    2.3.4.5.

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    F I N A N C I A L D I SC L O S U R E R E P O R T ~ .... f P ..... Reporting Date of ReportPage 5 of 7 T ~ o n a t , ( ;e r a ~ a t ~ . 0 5 / ~ 0 ~ 2 0 ~ 0

    ~ N ONE (No reportable income, ~sets, or transactions.)Description of Assets ~ Income during Gross value al e~d Transaclio~s during reporting period

    (including tatst assets) re~ing peri~ ofrepo~mg ped,~

    Place "(X)" after each asset Amount I Type {eg., Value I Value Type ~e.g, Date , Value Gain Idea~ity ofexempt from prior di~losure C~e I div., rent, Code 2 I Meth~ buy, ~11, mm!d~yy [ C~e 2 C~e I ~yer!seller(A-H~ or int.) (J-P) : Code 3 redemptioo) ~ (J-P) (A-H) (if private

    I. Davis New York Venire Fund (Mural A Dividend K TFund)2. Rogers, Towers, Bailey, Joues & Gay P.A. A Dividend K T(401K)3. Alliance Berstein Global Technolo~ A Dividend J T{Mutual Fund)4. Columbia Marsico Focused Equities Fund A Dividend J T(Murat Fund)5. M ~ulife Financial (401K) Pappas Metcalf A Dividend N TJcnks & M iller6. Quaker Slrategic Grow th Fund (M utual A Dividend J TFund)7 .

    1 0 .1 1 .

    1 2 .

    1 3 .

    14.

    1 5 .

    1 6 .

    1 7 .

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    Name of Person Repo rl ing Date of ReportFINANCIAL DISCLOSURE REPORT T j o a a t . G e r a ld B . 0 ~ / 1 0 / 2 0 1 0Page 6 of 7Vii i. AD D ITIONAL INFORM AT ION OR EX PLA NAT IONS. andic~,epa, ,oIR,por~

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    Ia m e o f P e r s o n R e p o r { in g D a t e o f R e p o r tF I N A N C I A L D I SC L O S U R E R E P O R T[ V j o n a t , ~ e r a ~ d ~ .Page 7 of 7 o 5 / i o : 2 o ~ o

    I X . C E R T I F IC A T I O N .i certify thai all information given above (including information pertaining to my spouse and minor or dependent c hildren, if any) isaccurate, true, and complete to the best of my k nowledge and b elief, and that any information not reported was withheld bec ause it met applicable statutoryprovisions permitting non-disclosure.I further certify that earned Income from outside employment and hon oraria and the acceptance of gifts which hav e been reported are incompliance w ith the provisions of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference regulations.

    Signature

    N O T E : A NY IN DIV IDUA L W HO KN O W IN G L Y A N D W I I .F UI . L Y F A L S IF IE S OR F A L L S T O V IL E T HIS RE PO RT MA Y BE S UBJ E C T T O C IV ILAND CRIM INAL SANCT IONS (5 U.S.C. app. 104)

    F1 L FNG I NSTRUC TI O NSMail signed original and 3 additional copies to:

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