Henry T Wingate Financial Disclosure Report for 2009

8/3/2019 Henry T Wingate Financial Disclosure Report for 2009

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A o J 0 [ FINANCIAL DISCLOSURE REPORT R e p o r t R e q u i re d b y t h e Z t h t ~ sin Government Act o f 1978~e~. 1/20!0 [ FOR CALENDAR YEAR 2009 ( S U. S . C app 1 01 - 1 1 1 )I . P e r s o n R e p o r t i n g (l a s t n a m e , fi r s t , m ~ d d l e m i a m i ) 2.. Cuurt or O r g a n i z a t i o n 3 . D a t e o f R e p o r t

W i n g a t e , I -I e n r y T U S. D,C (Miss Southern) 05/15/20104 . T i t le [ A r t i c l e I 1 1 j u d g e s i n d i c a t e a c t i v e o r s e m o r s t a t u s , 5 a . R e p o r ~ T y p e ( c h e c k a p p r o p r m t e ,I y p e ) 6 . R e p o r t in g P e r i o dm a g ~ s t x a t e j u d g e s m d m a t e f u l l - o r p a n t i m e ) [] Nominauon , D a t e 0 1 ! 0 1 / 2 0 0 9

1 2 ~ 3 1 / 2 0 0 95b. [] Amended Report

7. Chambers or Office Address 8 . O n t h e b a s i s o f th e i n f o rm a t i o n c o n t a in e d i n t h i s R e p o r t a n d a n ym o d i f i c n t i* m s p e r t a i n i n g th e r e t o , it i s , i n m y o p i n i o n ~ i n c o m p l i a n c e245 East Capitol St, Ste 430 with applicable Jaws and regulations.Jackson, lv~S 39201Revlewmg Officer D a t e

IMPO RT ANT NO T ES : T he inst ruc t i ons a ccom p a nying th i s form m us t be f o l lowed Co m p le t e a t t p a ~ ,ci tecking the NONE box for each pa r~ where ) ,ou have no repor table in formation~ Sign on las t page.

1 . P O S I T I O N S . ~ o ~ , ~ . ~ i , a ~ , . , a , ~ o . ~ , ; .~ , ~ ~ . 9 - t s o ~ , t i . x ~ , ~ , ~ , , ~ o , ~ . )~ N O N E (~o reportable positions.)

POSITION NAME OF ORGANIZATION/qSNT]TY] Tntstee Grinnell College, Grmnell, Iowa; M ember of Board of Trus tees as of Ma), 200 02 Executive Committee Member Yale Law Scbt~ol Executwe Alunm* Board, New Haven. CT; CommitteeMember as of September 200 03 Adjunct Professor Mlss~ssippx College School of Law, Jackson, MS, as of January 2001

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I t. A G R E E M E N T S . r e e ; o ~ . ~ t . O , ~ t a . ~ o . O : . ,e e . ., 1 4 - 1 6 a J f i l i n g , n s r r u c t i o n s . )~ NONE (No reportable agreemenls )

PARTIES

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Name of Person R eport ing I Date of ReportPageFINANCIAL2 o f 8 D I S C L O S U R E R E P O R T W i n g a le , H e n r y T. [0 5 / 1 5 / 2 0 1 0

I I I . N O N - I N V E S T M E N T I N C O M E . (Reportgng indi,,idual and spouse; see pp. 17-24 of filing instr ......... )A. Fi ler s Non-Inve s tmen t In com e

NONE (No reportable non-investment income.)DATE SOURCE AND TYPE INCOME( y o u r s , n o t s p o u s e s )

1

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 - g),o~ were marru,d darlng an), portion of the reporting },ear, complete this secltot~(Dollar amou,~t not required except for honorat la )

NONE (No reportable non-investment ~nome.)DATE - SOURCE AND TYPE

2.

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I V . R E I M B U R S E M E N T S -transporlation, lodging, food, entert ........ t.(~lnclude.v thos ~" to stmt~~, and deioendcnt ~ htldren: .see plt 25-27 of filing inztruttor~ )

~ 7 ~ NONE (No reportable relmbursements.).$_QURCE ~)ATES. IX)CATION PURPOSE ITEMS PAID OR PROVIDED

1 Gnnnell College February 5-8 Gnnnell, Iowa Gnnnel! Board Meeting Lodg ing and some meals

2 FREE Foundation June 21-24 Bozeman MT Conference Transportauon, meals, lodgtng3 George Mason Dmv Law & I I13t l - 12!6 Captlva, I-L Progran, tm Scmnce m the Tmnspmtatmn, meal,, lodging

Econol~les Center Cou r t s

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Name of Person Reporri~tgFINANCIAL DISCLOSURE REPORTWingate, Henry T.

I05 , 1 5 / 20 10Page 3 of 8 .

V . G I F T S . a , a , d , s ~ o s e , o s p ...... d depet,dcm hddren: $ee pp. 2g-31 of filing tnstructlons.)NONE (No reportable

SOURCE DESCRIPTION VALUE1

2.345

V 1 . L I A B I L I T I E S . a, , ,~,ae, ,hos~ q. ,ro~e ~, ,~NONE ~o reportable liabdtties)

~ DESCRIPTION VALUE CODEI234


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FINANCIAL DISCLOSURE REPORT N .... f Person Report ing Date of ReportPage 4 o f 8 Wingate, Henry T. 0 5 / 1 5 / 2 0 1 0VII. INVESTMENTS and TRUSTS .......

N O ~ ~ o reportable income, assets, or o-ansac~ons.)D e s c n p t m n o f A s s ~ t ~ l n come d u n n g Gr~ s value at end T~nsacnons dunng r~mng period(including t~ st asse~) re~ag p~od o f r e p o S i n g p e r i o d

(I) -(2) (I) (2) (] J (2) ~ (3) (4) (5 )P l a ~ e " ( X ) " a fm ~ e a c h ~ s g t A m ~ n l T~e (e g , V a lu e V a lu e T ) ~ e [ e g . , Date [ ~a lue G a i n ]~n h W o fe x e ~ n p t f r o m p r i o r d i s c lo s u r e , Code l ~ , rent, C~ c 2 Me~od b u y , ~ e i l, [m~dd/yy C~e 2 C~c I b u y e r / s e l l e r( A H ) o r i n t . ) ( J - P ) C~e 3 ~ r cdempt~og ) l, ( J - P ) (A-~ 0f pri~te~ ( Q - W ) , ~ ~ transacti~)

1 T~stmark Natl Bank, Jac~ on, MS A Interest K T(CD~Sav~ngs/l~)2 P~dentml Life Ins B Interest L U

3. Pa~neWebber (Boston Fman Qual . Housing A Interest ~" WTax Cred~t~)4. IRA-15 Rj Bank (f / Ida Money Market A |merest J TMut.Fun&q-lentage Cash Trust)6. Franklin/Temple Mutual Beacon (IRA) A Dlwdcod J " T

Raymond James Money Market M ul Fund A I n t e r e s t J U-Credit Interest ProgramLs~ ]_ogle Corp (.0k/a Agere Systems, lnc. A Dividend J T

: 9 . Coca Cola Company A Dividend J T1 0 Exxon Mobil Corp A Dividend J T

General Elecmc Company A Dividend J TWalt Dtsncy Company A Dividend J T

13 Lincoln Natl Legacy Ann. None K T1 4 F ra nk l in Tem pl e M u tual B eac o n F und B Dividend K T1 5 Fundamental Investors Fund B Dw~dend .I T1 6. Grow th Fund of America A Dividend K T1 7 Income Fund of Ame, rlca Class C C Dlvtdend L T

2 Value ~es J(See ~oh~mn~ CI and DJ)


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FINANCIALpage 5 of 8 DISCLOSURE REPORT / O S / 1 5 n O l O

V I I . I N V E S T M E N T S a n d T R U S T S - ~ . . . . . . .. i ~ e , t r ...... lions (lnclude~ those of sp ...... d dependent children; seepp. 34-60 oyfaingNONE (No reportable income, assets, or transactions )

o|i D e s c n p t i o a o f A s s e t s I lncome dunng [ Gross value at end 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 di ( m c l u d l n g t r u s t a s s e t s) r e p ~ r u n g p c n ~ x t q L o f r e p o r t m g p e r i o do ) - i2; ---, ~I) (2) (I) 1-- ~2~--T (3) (4)! 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 . , t Date i V~ ue G a i n I d e n u t y o 1 "C o d e I div rent, C o d e 2 Meth~ b u y . ~ e l ], m m l d d /y y i l C o d e 2 C o d e I b u y e r / s e l l e re x e m p t f r o m p r i o r d i s cl o su r e I ( A - F / ) ,o r r o t ) ( 3 - P ) C o d e 3 r e d e m p t , o n ) : (J-P) ( A - H ) ( i f p r i v a t e1 8 . Fra~khn I~com e F~d C lass C C T O w ~ a e n d L T19 Frankhn R is ing Div idends C laqs (2 B Div~dend J T

20 Mu tual Series Shares Class C B D P . , t d e n d J T2 1 . Mutu al Ser ies Discovery Class C B Dividend J T2 2 , Templeton Growth Class C A D~\tdcnd J T2 3 . Templeton G lobal Bond Fund Class C B Dividend K T2 4 . Franklin Templeton China World Fund A D Y e t d e n d J T

2 5 . Templeton G lobal Smaller Companies A Dividend J TGrow th Class C26 Pershing IRA B l n t . , D I v . K T Bu y 09/29/0927 REAL ESTATE:

2 8 . - Parcel I, Jackson, H inds County, MS None K W: 2 9 - Parcel 2, Jack.son, Hinds Count),, MS C Rent K Q30 - Parcel 3, Jackson , I hnds County, M S C Rent K W31 - Parcel 4, Jackson , Hinds CountT, MS D Rent L Q

3 2 . - Parcel 6, Jackson, H inds Coen~, MS D Rent L Q33 - Parcel 7, Jackson, Hinds Count), MS B Rent L Q

1 3 4 - Parcel 8, Jackson, lhnds Count3 ,, M S B R e n t K W II

P3 - $25 , ~0 , 0 01 - $50 ~ 0 0 00 p4 ~ M o r e t h a u $ 5 0 . 0 0 0 , ~


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F IN A N C I A L D I SC L O S U R E R E P O R T Name of P ..... Reporl ing Date of ReportPage 6 of 8 Wingate, Hen~ T . 0 5 / 1 5 / 2 0 1 0V I I. I N V E S T M E N T S a n d T R U S T S -

NO~ ~ o reportable income, assets, or Wansactions.), ~ - ~ - B. ~ -~ C. D~ Descr~pl~on of Assels Income dur ing Gross v~luc a t ~nd Tmn~Ot lOnS dung r e in ing p~ r l ~(m~ iudmg t~ s t as ~ l s ) r epo~ng period of r~ponmg per iod

Date ~ Place "(X)" a~e f each agse t Amoum T~c ~c g,, Value ~ Value T~c (e g,, Value Gain Idenmy of~ exempt f rom prior d)sc losue ~ Code I d)v,rem, Code 2 ~ M e ~ o d buy, sII, mn~d~T ~ C~c 2 Code I ~ ayer /seller~ [ (A-H) ~ or int) O-P) ] Code 3 edempooa) (J-P~ {A-H) 0 fpnva te


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F IN A N C I A L D I S C L O S U R E R E P O R T ~ .... 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 tP a g e 7 o f 8 w ~ n g ~ t ~ , H e n ~ , T , 0 5 / 1 5 / 2 0 1 0

V I II . A D D I T IO N A L IN F O R M A T I O N O R E X P L A N A T I O N S .

Par~ I I I-B Non-Inves tmen t Ineome:~ None to repo r t fo r 2009Real EstateLine 29: Parcel 2, Jackson, Hinds County, MS:Date of Appraisal: September 12, 199 2Line 31 Parcel 4, Jackson, Hinds County, MSDa{e of Appraisal November 20, 199 2Line 32 Parcel 6, Jackson, Hinds County. MSDate of Appratsal April 21, 19 94Line 33 Parcel 7 . Jackson, Hinds County, MS:

Da:e of Appralsal April 21, 1 9 9 4


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F IN A N C I A L D I S C L O S U R E R E P O R T a . . . . r P e d r o . ~ p o ~ t i .o . 1 D a ~ e o f R e p o ~Page 8 of 8 Wingate, Henry T. 0 5 / 1 5 / 2 0 1I X . C E R T I F IC A T I O N .

1 cer tif3 that al l information given above ( including information per taining to my spouse and minor or dependent children, if an3") isaccurate, true, and complete to the best of my kno w ledge and bel ief, and that any information not repor ted was w ithheld because i t met applicable statutor?"provisions permit t ing non-disclosure .I fur ther cer t ify that earned income from outside employment and honoraria and the acceptance of gifts w hich have 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 regu lations.

NOTE: ANY IP;DI\~iDUAL WH O KNOW INGLY AND W ILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT MAY B E SUBJECT TO CIVILAND CRII~,~ INAL SANCTIONS (5 U.S.C. app. 104 )

FILING INSTRUCTIONSMail signed original and 3 additional copies to

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

Henry T Wingate Financial Disclosure Report for 2009

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