AO· IO.

il ... 1 12004

4 . Title (Anicle ID J udges in dicate acrivc or senior status;

magistrate judges indicate fu ll · o r part·time)

U.S. DISTIUCT COURT

5 . RcponTypo (<becktppropriate type)

(S IJ.S.C •PP.§§ I 01-111 )

6 . Reporting Pe riod

0

to

12/3 1 /2004

8 . On the basis of 1hc irt forma1io11 contain ed in this Report and any modificatklns pcna.inin.a thereto, it is, in my opinion. in compliance with applicable laws an d regulations.

___________ _ Date. ____ _

IMPORT ANT NOTES: The ins etions accompanying chis ronn must be foUowcd. Complete all puts. checking the NONE box for eac h p'1t where you have no reponable informllion . Sign on las t pag e..

, •. ... .

NAME OF QBGANJZATIQNIENJTa

PARTIF.S ANQTERM$ rn ):> o»-

-n r-. ..,

" .r::

.; { '•

FINANCIAL DISCLOSURE REPORT

FOR CALENDAR YEAR 2004

Report Required by th• tthios in Government Act or1978

I, Person Reporting (Last namt;. First name, Middle initial)

MCCALLA, JON P

IJ.S. DISTRICT JlJDGE {ACTIVE)

2. Cour t or Org3J\ii:ation

0 ........... Oa1e

0 lruti'11 0 """'

3. Date ofRepon

6/1312005

111120 4

7. Chambers or Office Add res$

167 N. MAIN STREET

9ntFLOOR

MEMPHIS, TN 38103 Reviewing Offieer.

(Reporting indjvidutl only; see pp. 9-13 of filing instructions)

;:o:;:":

r-i er

I. POSITIONS.

b!I NONE . {No reponablc positions.)

POSITTON

I.

....,

"" :;o u; rn

II. AGREEMENTS. (ReportingindividlW only;sec pp. 14-16 of filing instructions) ""'

,

r--n (")""" 0:::;;

0 NONE · (No reportable agrecmcn1S.) ui N rnc:»- 0 -

< rn

I. 0

ALLA

SOlJRCe ANQ mE GRQSS INCOME

SOUR CE ANO me

M.CALLA EAR, NOSE & THROAT, P.C. · PHYSICIAN

FINANCIAL DlSCLOSURE REPORT Nam•ofPtnanReponing

MCC , JON P

Date of Rci>(l!I

6fll/200S

(youts. •ot spouse's)

IIl. NON-INVESTMENT INCOlvIB. (Rcponing individual and spouse; Se< pp. 17-24 orfiling instruc1ions)

A. Filer's Non-Investment lncome

li2J NONE - (Noroponable non-invcslmelll income.)

I.

B. Spouse's Non-Investment Income -(If you were.marriedduring any portion of the reporting year, please complete tbissection. Dollaramou.111 ·not R!Qu.i.rcd except forhonoraria.)

D NONE - (No roponable non-invcsttnelll income.)

I, 2004

IV. REIMBURSElvIBNTS -1ronspona1ioa, lodging. food, cn<cnaimncm.

(Includes those to spouse and depende:nl children. See pp. 2S-21 or instructions.)

li2J NONE (No.uch J<pOnable reimbursemen1s.)-

SOURCE DESCR!PIJQN

I.

SOURCE DESCRIPTION

MORTGAGE ON COMMERJCAL B UIWING, PART VD, I.JNE 60

- 'FINANCIAL DISCLOSURE REPORT Nameom=nRcponing

MCCALLA, JON P

V. GIFTS. (lncludC$lhose to spouse and dependent children. See pp. 23-31 ofinsuuctions.)

0 NONE - (Nosuchreportablcgifts.)

I.

Date ofReport

611312005

VL LIABILITIES. (Includes those of spouse and dependent cbildrco. See pp. 32-34 of ioswetions.)

0 NONE - (No repo!Ul>!e liabilities.)

I.

CREQlllJR

FEDERAL LAND BANK MCCALLA FARMS

pESCR!P1JQN VALUECOQE

K

2. FIRST TENNESSEE BANK N

Nam e of Pe rso n Reporting

MCCALLA. JON P

A.

.. (X)

(No reportable il )COtoc_ as$e ts., «>r tnulsactiom)

I . l ST TN BANK • CHECKING/SA VINO ME

2. ARMS, SHELBY CO, TN

3. SHS TRUSTMARK BANK COMMON

4. FARM LAND # I, SHELBY COUNTY, 94

s . FARM LAND #2 , SHELBY COUNTY,

6. FARM LAND #3, SHELBY COUNTY, EE

7. SHS TRUSTMARK BANK COMMON

s . IRA· MORGAN KEEGAN-CASH

9 . IRA-MORGAN KEEGAN-FIRST EAGLE

10. IRA- M ORGAN KEEGAN-NEW PERSPEC11VE

11. IRA · MORGANKEEGAN-DAVE&BUSTERS

12. IRA . MORGAN KEEGAN-FLOWERS

ll. SHS ALLMERICA FINANCIAL CORP.

14. SHS LUCENT TECHNOLOGY COMMON

IS. SHS LUCENT TECHNOLOGY COMMON

1 6 . IRA-FIRST TENNESSEE BANK

17. SHS MERCK COMMON

II. SHS P FlZER COMMON

A

F

(See Colunm C2) U -Book V:U1.1c

B

G

v

a c.

G niu v;Jgc at tnd of nponing pe riod reporting period

(1) (2) (1) (l)

Type vu..

0.. ) {Q-W)

A lnl K T

B Rcot K R

B Dividend L

A Rent K.

Q

Rent J Q

Reel J

B Di vidend L T

A Interest J T

Dividend L T

Dividen d

None J T

Dividend J T

A Dividend J T

Noo e J T

None J T

A Dividend J T

Dividend

A Dividend

-

l

•O.ber W &im:ited

D.

(1) lfnOC exempt lfom dzs.c;losurc

(3) (4 ) (SJ Dote: Valee Gain

Code2 Code 1 merger. Dwy (J.P) {A·ll) reclemptioa)

SOLD 12128 J

SOLD 1212&

E

-

buy,aU.

FINANCIAL DISCLOSURE REl'ORT

Pagel of4

VIl. INVESTM..ENTS and TRUSTS

Dc:.9erip4i0ti or $ {iocloctiog""" 1US«$)

Place ..alkr each aaet txtulJll from prior d;sdoswe

DNONE

MPHIS, TN

TENNESSEE 121161

TENNESSEE 11128194

TENNESS 1112&194

SHSCOMMON

INDUSTRIES SHS COMMON

I, Jnoome/Oaitl Codes: .. Sl,OOOorlcg

(See ColuNls Bl and D4) • S>O.OOl·SI00,000

2. Vi.luc Codes: J • SIS,000 «less

(Ser Cotumas Cl and 03) N = S2SO,OOO-S;oo,OOO

P3 o:S?S,000,001-$50,000,000

3. Valu: Method Codes •Appraisal

K

0

K.......d.,;,,g

Amount {o.g. Valuo Code 1 div. refit. or Code2 Method (A·H) (J.P) Code3

T

A

A Q

A

A K T

A

A

-Sl,001-.12,SOO C • $2.501 .SS.000

• SIOO,OOl-SJ,000,000 HI •$1,000.00l·SS,000,000

•$1S,001·$SO.OOO

-ssoo,001.s1,ooo,ooo Pl = 11.000.001-ss.ooo.ooo

P.4 •SM 1han SS0,000. ..l\ss(:Ssmtnrl

Da1eo£Repan

6/1312005

T .....-;.., ...,,.,...,. poriod

(2)Type {e.g. ld<ntityof

Mooth· bu)'edsetk<(;{ ........ rransacrion)

J

o ... ss.001.sts,ooo •SIS,001·150,000

H2 •Mm< tbM $5,000,000

M • SL00.001.$2.SO.OOO

P2 -ss,000,001.sis.ooo.ooo

L - SS0.001 SIOO.OOO

Q R •Cost (R1.-a Est.3tc Oflfy) T ... Qish{Mnrket s

Name of'Pcrson Reporting

MC CALLA, JON P

A.

1 9. AMERICAN GROWTH FUND

20. INVESTMENT CO OF AMERICA

21. SHS INTELCOMMON

22. SHS MICROSOFT COMMON

23. AMERICAN NEW PERSPECTIVES FUND

24. AMERICAN GROWTH FUND

2S. INVESTMENT CO OF AMERICA

2 6. FIRST FUNDS CASH RESERVE m

27. MEMPHIS ENT NETWORK, MEMPHIS, TN

23. FRACTIONAL INTERESTS IN FARM LAND,

29. FRACTIONAL INTEREST IN FARM LAND

30. IRA-MORGAN KEEGAN- AIM AGRESS!VE

3 1. !RA-MORGAN KEEOAN·MUNDER NET NET FUND

32. MORGAN STANLEY LIQUID ASSET FUND

33. SHS WEATIIERFORD INTL COMMON

3 4 . FIRST FUNDS CASH RESERVE

3 S . AGERE CL 8 COMMON

36. AGERE CL A COMMON

A B

a c.

Gross ..tue at end al ...,.roog period reportin s period

(I) (2) (I) (2)

Type div. rmc. o r Code2 inc .)

(Q-W)

A Dividend J

Dividend K T

DM!end

A Divide nd

Dividend J T

A Dividend

A Di vidend

None

No ne J w

A Rent K w

Rent L

Dividend J T

D ividend T

Dividend K T

None

Dividend J T

None J T

N o ne J T

c

L ,

D.

Dat e ofReport

6113/2005

( 1) U .of ercnq11: u um di1K11JWrc (2) (3) (4) (S)

Type (e.g. °"" ' Value Gain buy, .. , Molll h - C odo 2 C ode ! mctgct. O.y (J·P) ( A·H) rodt.np1i<>o) .......... )

SOLD 12128 J

SOLD 12123 J

SOLD 312 K

SOLD 8/2 K

CLOSED 03/02 J

SOLD 12123 J A

D E • SU,001-$50,000

C t R

( See c.ol1111 ln 0) U •.B* V.ahic v • Otll er w • Estimated

FINANCIA'C'DISCLOSURE REPORT

Page2 of 4

Ocsc riptiorl of Auds (includingtnn1 llS$CI$)

Place9(X)" afber etaeh asset exempt ftom i-ior disclosure

SHELBY CO. TENNESSEE

INHERJTED

GROWTH

I. lo<eme/G1ilt •.Sl,000 er less

(See Columns B 1 and 04) F • $$0,001..SIOO,OOG G

2, Valix Cocb: J • $ IS,000 or It-is K

(See�s Ct arid 0.3) N -S2S0.0IXJ.$;oo,ooo 0

locome during

Amo"" (e.g. Valuo V;We Code I Mctbod (A·H) (J·P) Codol

T

A

A

A

A w

A

A J

A

A

•Sl.OOl-Sl,500 •52.:SOt.SS,000

•SI 00,00 J .$1,000,000 HI •$1,000,001.$5,000,000 . . • SJS.001.$$0.000 • S50 001-SIOO,OOO

• SS00,001-Sl,000.000 Pl • Sl,000,001-SS.OOO.OOO

Trwaaioos duri"i rqiattog period

Identity of buyer/seUcr (ifp-iv11tc

.

-SS,001..115,000

H2 •More than SS,000,000 M • SI00,001-S2SO.OOO

P2 • SS,OOO,OOl-SlS,000,000

PJ • $2S,000,001.$50,000,000 P-4 - SMOrcl.hai1 SS0,000,000

3. Value: t-.ic:tltod Codes Q •Appraisal R • os ( eal e.tote 0.�y) s - " T • Calb/M<Ui<el

N ame o f P cnon Reportini M CCALLA, JON P

A. a c.

gperiod rcportins period

(I) (2) (I) (2)

........,, ,.,,,. C4de I di". tm . or M<thod

in t )

37. AGERE C L B COMMON None T

JS. AGERE CL A COMMON Nooe J T

3 9. MORGAN STANLEY LIQUID ASSET FUND A Divitknd

40. IRA -MORGAN STANLEY·AM GROwnt FUND A Di vidend K T

41. IRA-M ORGAN STANLEY-Pll!NAM M ID CAP Divideo d T VALUE

42. IRA-MORGAN STANLEY-CALAMOS G ROWTH A Dividend L T FUND

43. IRA- MORGAN S TANLEY-P!M C O PEA VAUJE Dividend L T FUND

PUTNAM MID CAP VALU E None L T

PU!llAM MID CAP VALUE Nooe K T

40. CALAMOS GROWTH FUND A Dividend K T

4 7. ING 1N11.. VALUE FUND None T

48. RO PREMIER BANK OF PUERTO RICO C D interest

49. FREMONT INVT & LOAN CD lnletcSt

so. ROTH-FIRST TENNllSSEE I nterest J T

SI. IRA-MORGAN STANLEY- VAN KAMPEN A Dividend K T

52. IRA· MORGAN S T ANLEY-GROW!'H FUND OF Dividend L T

53. IRA-MORGAN STANLEY· PEMCO PEA VALUE A Dividend K T

54 . IRA-MORGAN STANLEY·OM CV SEN NOTES None

A • s 1, 000 Of' let:s B c

.

6/ 1312005

D.

( I) lf l'lOf exempt iom c - -(2) (3) (') (S)

Value GU. buy . .... Monti!- Codc2 COdo I m......-. 0.y (A-fl) n:dcmp1ioa)

CASHED 812 JN

REDEEM 6130 ]

REDEEM 112 J

SOLD 1112 K E

D E • $15,00 1 -SSO.OOO

(See Col""'• C2) • Book Va1uc v • Od>c< w -Estimated

-Cnsh/M.:arkCI

lflNANCIAL DISCLOSURE REPORT 0.10 ofRcpon Page3 of4

ll)C)Olt1�duriAtJ Grou value n end ot T sduring reporting period Dc9Cription or Asseis (U.cluc!U1jl -"""')

,,_w--asscte<<mpl (e.g. v.... vu..fromprior C<>del (A-H) (J-P) Code)

(Q-W)

J -

OP AMERICA

A K

A

44.

45.

K

A

A

A

GROW!'H & INCOME

A AMERICA

Type (e,g. °""'' ldcmty"'buyo-l>ell"

(J-P) (i(privatctransaction)

J

ED

ED

I. Incomc/Gai11, Codes; -Sl,001.$2,SOO - 1-SS.000 •S5.00l.$ll,OOO (Sec C41 ..... 81"""04) F • SS0.001.$100.000 G • SIOO.OOJ-Sl.000.000 H1 -s1.ooo.001..ss. ooo.ooo H2 -More Wm S.S,000,000

2 Value C-ocit:s: J .,. SIS.000 orless K -s1s.001-sso.ooo L -sso.001-s100.ooo M •SIOO.OOl-S2SO.OOO

(S«ColummCl ...t DJ) N ... szso.000-s.soo,ooo 0 - SSOO.OOl-Sl.000.000 Pl • Sl.OOO.OOJ.$5.000.000 P2 -·ss.000.001=.ooo.ooo

PJ -$2S,000,001-SSO. ooo. ooo P< •SM= t1ao sso.000.000

3. Vtilue Mcdiod Codes Q •App"Bisal R -Cost (Real Es�e Only) s • Asscssmeo• T

ll

A.

SS. IRA·MOROAN STANLEY-DISCOVER BANK CD

56 . IRA-MORGAN STANLEY-ALLSTATE T-UNK ANNUITY

n GROWTH F UND OP AMERICA

S8. P!MCO PEA VAWE

S9. MEDCO HEAL TH SOLUTIONS.SPIN OFF FROM

60 . COMMERCIAL REAL ESTATE-MEMPHIS, TN

61. IRA-MORGAN ST ANl.EY-G ENERAl. ELECTRIC

62. IRA-MORGAN STAN!.EY-PIMCO COMMOD

A •

F G

N

(Sec Coltsn o Cl ) v • Book Value v

N ame of Person. Re.'i)Qning

MCCALLA. JON P

8. c.

ttp<>niog period ._, ;,,,: period

(I) 0) (l) (2)

Type

int. )

A Int erest

Interest M T

A Dividend

A Dividend K T

None

E R e nt N R

A Div>lend K T

Date of Re po rt

611312005

n.

(1) lfnot cxmpt from msca11111re

(l) (l) (4) (S) V uc

buy . .. u. ...... b - Codc 2 Code I """"''· Day (A-Ii) redemptioo)

SOLD 12128 l

BOUGHT 4130 K

A D i vidend K T BOUGHT 4/30 K

c D - s s,oc11..s1s.ooo E m_ • t.tore than s s,000 .000

= 0. h cr W .. Est11 n34cd

FINANCIAL DISCLOSURE REPORT

Page.4 of4

Dc:sc:ripcion of Assets (indudqWSt ...... )

P111ee •(X)• alter c:ich ass exempt

fi'om prior disclosure

MERCK.SEE UNE 17

REAi. RET STRAT

Income durinJ G""' valae II end of

"""""'' (e.g. Vahle v.iuc Code I div. rcf1 or Codcl Mctbod (A ·H) (J·P) Codd

(Q.W)

J T

A

K T

Tr"""°""" ng !'Cjl<l<1ing p<riod

Type (e.g. Date; Gai1t TdcnOtyof buyct/Kllct

(J·P) (irpri�te "'"""""l

I. lncome/O:iin Codes: - S 1,000 or Jcs:s (Sc<Col""'"' Bl and D4) -sso.001.s100,ooo

2. Value Codes: • Sl S,000 orless K

(Se< CcrunmsCJ aod DJ) • SlS0,000-SS00,000 0

P:l -S2S,OOO,OOJ-$SO,OOO,OOO

3. Value Method Code$ Q -Appraisal R

• s1.001 .soo • S2,.501·S.S.OOO -Sl.5.001-$50,000

... s100.001-s1.ooo.ooo Hl • s1.ooo.001 s.ooo.ooo

•Sl5,00J-SS0.000 L • S,0,001-$100,000 M ·-SIOO,OOl·S2SO, OOO

s sl00.001-$1,000, 000 Pt -s1. ooo.001.ss,ooo, ooo P2 • SS,000,001-$15,000.000

P'4 -$More: ttiau SS0,000,000

•CO$t (Real Est>tc Ooly) s • AsSCSstDCIJI T • CasblM:u1cc1

D att (If Report Nam• ofPcraon Reporting FINANCIAL DISCLOSURE REPORT

61\l/2005MCCALLA, JON P

(lndlcott """ of Report,)VIII. ADDmONAL INFORMATION OR EXPLANATIONS

SCHEDULE va. LINE 2

1/3 INTEREST IN MCCALLA FARMS, SHELBY COUNTY. TENNESSEE WAS PURCHASED ON JULY 20, 1982 FOR S96,800. Til!S LAND IS IN AGRICULTURAL USE.

SCHEDULE VD, LIN'6 4 INHERITED AN UNDIVIDED 1/12 INTERESTIN FARM LAND IN SHELBY COUNTY, TENNESSEE, DEED DATED IUJ6194.

SCHEDULEVD, LINE 5 & 6 RECEIVED AN UNDIVIDED 1/6 INTEREST IN FARM LAND AND AN UNDIVIDED l/12 INTEREST IN FARM LAND LOCATED IN SHELBY COUNTY. TENNESSEE, DEEDS DATED 11128194.

SCHE-DULE VD, LINE 28 FRACTIONAL INTERESTS IN FARM LAND IN SHELBY COUNTY, TENNESSEE GIFTED IN 2000.

SCHEDULE VD, LINE 29 FRACTIONAL INTEREST JN FARM LAND IN SHELBY COUNTY, TENNESSEE INHERJTED IN I 992.

SCHEDULE VD, LINB 60 COMMERCIAL REAL ESTATE WAS PURCHASED 813/03 FOR $479.988.

D•t• o f Report FINANCIAL DISCLOSURE REPORT Nome of P•""" Rcponing

MCCALLA, JON P 611312005

IX. CERTIFICATION.

I certify that all infonnation given above (including infonnation pertaining to my spouse and minor or dependent children, if any) is accurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it metapplicable statutory provisions permitting non-disclosure.

I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are in compliance with the provisions of 5 U.S.C. § 501 et seq., 5 U.S.C. § 7353, andJudicial Conference regulations.

!DUAL WHO KNOWINGLY AND WILFULLY FALSIFlES OR FAILS TO FILE THIS REPORT MAY JVIL AND CRIMINAL SANCTIONS (5 U.S.C. app. § 104)

FILING INSTRUCTIONS

Mail signed original and 3 additional copies to:

Committee on Financial Disclosure

Administrative Office of the United States Courts Suite 2-301

One Columbus Circle, N .E.

Washington, D.C. 20544