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John Antoon Financial Disclosure Report for 2009

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    A O # 0 FINANCIAL DISCLOSURE REPORT ~ , , p o r tR e q , i ., .d b ~ ,in Go,era,neat Act of1978

    R~q,. 1/2010 FOR CALENDAR YEAR 2009 ~ u.sc. app..~.~ lOl.lll)

    I. Person Reporting (last name, first, middle initial) 2. Court or Organization 3. Date of R~port

    A~toon 11, John U.S. District Court, FLMD 05/12.12010

    4. Title (Article 111 judges indicate active or senior gratis; So. Report Type (check appropriate type) 6. Reporting Periodm~gi:strate judges indicate full- or 9art-time)

    [] Nt, mination, Date 01/01/2009

    Article lll-Active [] Initial [] A .... 1 [] Final12/31/2009

    5b. [] Amended Report

    7. Cham bers or Office Address 8. On the basis of Ihe Inform ation contained In this Itepor! and anymodifications pertaining thereto, it Is, In m) opinion, In compliance

    U.S. Courthouse with applicable laws and regulations.

    40[ W. Central Blvd., Ste ~650Orlando,Florida 32801-0665 Reviev, lag O fficer Date

    I3IPOR TANT NO TES: The instructions accompanying this form must be followed. Cormptete all parts,checkirtg the NONE bax fi#r each part where ),ou have no reportable information. Sign onl,,st page .

    1 . P O S I T IO N S .(Reporting individual only; see pp. 9-13 ,filling instructions.)

    [---] N O N E(No reportable positions.)

    POSITION NAME OF ORGANIZATION/ENTITY

    1. Board Member Historical Society of United States District Court. Middle District of FIorida

    2. Chair V~try Comm ittee of Church

    I I . A G R E E M E N T S .t x ~ o . i . ~indi,idua! ,ml) see pp. 14-16 of f iling in~rructlon~O

    NONE ::a ~ ~ ...... "~eportableagreements.)

    D AT E PARTIES A~ TE~S

    1.

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    FINANCIAL DISCLOSURE REPORT N,~.~orP,r,o. Reporting DaleofRtport

    Iag e2 of 8 Antoon II, John 05112~010

    I11. N O N - IN V E S T M E N T IN C O M E .(Reporting lndlvidual and sl~ .... ; see pp . 17.24 of filing instructions.)

    A. Filers Non-lnvestment Income

    [] NONE (Noreportable non-investment income.)

    DATE SOl IRCE AND TYPE(yours, not spouses)

    1. 2009 State of Florida Pension $57,014 .00

    3.

    4.

    B . S p o u s e sN o n - I n v e s tm e n t I n c o m e -t/you~.e,e married during any por~ion of the reporting kear, complete this" section.(Dollar am,ltt~t not required ereept for honoraria.)

    NONE (3/oreportable non-investment income.)

    DATE SOURCE AND T Y P E

    I.

    2.

    3.

    4.

    I V. R E IM B U R S E M E N T S -~..~o~ .,io.. toagl.g. ~oo a. ,.,,.~.i.... ,.(Includes thos*~ to spouse attd dependtnt child~ en. se~ pp. 25-27 of filing instructions.)

    ~ N O N E(No reportable reimbursements.)

    SOURCE ~ LOCATION PURPOSE ITEMS PAID OR PROV IDED

    1. No rth~ vcs tcrn Univers ity Law 12:07/2009 to Chi cago, 111. Seminar Transpor lation, Lo dgingSchool Judicial Education 12/08i2009Progra~n

    2.

    3.

    4.

    5.

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    Name of ]ersot~ Reporling I)~|e of ReportFINANCIAL DISCLOSURE REPORTA n t o o n I 1 , J o h nage 3 of 8

    V. G I F T S .a ~ c t ~ , s , h o ~ e , o s p o , . . .. . aaep,nae.t children: see p p . 2 S - 3 1of fitlng instructions,)

    N O N E(No reportable gifts.)

    S O U R C E D E S C R I P T I O N VALUE

    I.

    2.

    3.

    4.

    5.

    V I . L I A B I L I T I E S .a ~ . ~ o s , ~ , o ~ . o / ,~...... d dependent children; ~ee pp. 32-33 oJJiling instruction~,)

    N O N E (N oreportable liabilities.)

    CREDITOR DESCRIPTION V ALUE CO] )E

    l.

    2.

    3.

    4.

    5.

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    N a m e u fPerson Reportlng[

    D a t e o f R e p o t

    P a g eF I N A N I C I A L 4o f 8DISCLOSURE REPORT.A ,~ too . ~ , a~ l , . I 0~/~0~0

    VII. I~VESTMENTS and TRU STS- ~ ......... t~ , ,..... C t l o n s ( I n c l u d e s,ho~e of sp ......d d e p e n d e n t c h i l d r e n ;s e e p p , 3 4 .6 0o f f i li n g i n ~ t r u c f i o n x . )

    ~ONE(No reportable income, assets, or transactions.)

    Desc r ip t i on o f Asse t s In co m e d u r in g (;ro ss v a lu e a t e n d T r a n ~ c t io n i d u r in g r e p o sin g p e r io d](in c lu d in g tru s t a s se ts ) re p o r tin g p e r io do f r e p o s i n g p e r i o d

    Place " (X}" ~ f l c r e ach a s se t A m ou nt T yp e (e .g .,Value Value Ty p e { c . g , [ Date Va l u e G a i n I d e n f i W o fcxempl f i om p r io r d i s c lo su re C o d e I d iv . , re in , C od e 2M e th o d b u y , se ll , n ~ d g ~ y yC o d e 2 U o d e I bu~cr, se l l e r

    ( A - H } o r in t.) (J -P ) C o d e 3 r c d c m p t m o ) O P ) ( A - I I J { i f p d v a t { Q - W ) ~ t r ansac t i tm)

    1. New Economy -Edu I~ American Funds A Dividend J T

    2. New Perspective - Edu IRA American Fund: A Dividend J T

    3. Washington Mutual - Educ IRA American A Dividend J TFunds American Funds

    4. New Economy - Roth IRA American Funds B Dividend J T

    5. New Perspective - Roth IRA American B Dividend J TFunds

    1 6 . Fidelity Cash Reserves Joint A Interest .J T

    7. Washington Mutual - Roth IRA American B Dividend J TFunds

    8. State of Florida Pension {valueunascertainable)

    9. Selected American Shares CI S None J T

    1 0 . Husstnan Strategic Growth A Dividend K "1" Buy 0 2 , 0 9 K

    1 1 .

    1 3 . Alliance Cap Savings Acct for college None K T

    1 4 , Sun Trust Savings Acct. A Interest K T

    1 5 . Frank lyn Income Fund A Dividend J T

    1 6 . Premium Savings Acct. - Wachovia Bank A I n t e r e s t J T

    1 7 .

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    FINANCIAL DISCLOSURE REPORT N .... f P e r ~ o n R t p o r t i n gD , t e o f R e p o r t

    Page 5 of 8 Antoon I1, John 0 5 1 1 2 / 2 0 1 0

    N O N E(No reportable income, assets, or transactions.)

    ~ Desc r ip t i on o f Asse t~ ~ I n c o m e d u r in g . Gross ~ a . ue ~ t cod Tran~a;liont during rc~ing,: ( inc lud ing t rus t a s se t s ) ~ reporting pcriud of redoing~ ...... (2) ~r ~33 " t4) ..... i~) ....

    ~ Place " (X)" a l ~e r e ach a~sc t ~ A m o u n t Value V~lue I D a e V a u e G a n IdentiWo fI C o d e i

    Ty p e ( e .g . , Ty p e ( e $ .,I Ix em p t t~ o m p r io r d is c lo su re d iv . . ren t,C o d e 2 M eth od buy. sdl. m ~td~yyC~e 2 C o d e I : : buyedseller

    ( A - H ~ or in t , ) ( J -P ) C o d e 3 r e d e m p t i o n ) ] ( J -P ) ] ~A-tl} / ( i f pr ivate( Q - W )

    L ~ ~t ransact ton)

    1 8 .

    1 9 . Dodge & Cox Intl Stock Fund IRA A Dividend K T

    2 0 .

    2 1 . Pimco Com modity Real Return Fund Inst. B Dividend J T B uy 7 / 0 9 JIRA

    2 2 . Harbor Bond Inst. Joint B Dividend K T

    2 3 . T. Rowe Price Intl Bond Joint A Dividend J T

    24 .

    2 5 .

    2 6 . Fidelity Cash Reserve IRA A Dividend J T

    2 7 .

    2 8 .

    2 9 .

    3 0 . RealEstate Orange County N o t a e L W

    3 1 . Dodge & Cox Intl Stock Joint A Dividend J T

    3 2 . Pimco Commodity R~.~al Return Fund Inst. B Dividend J TJoint

    3 3 . iSharesTr Russell 3000 Iadex Fund IRA A Dividend K T Sold 7 / 0 9 J A(part)

    3 4 .

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    FINANCIAL DISCLOSURE REPORT r~,me of P ..... Reporting [Date of Report

    Page 6 of 8 Antoon II, John[

    05/1212010

    V II. INVESTMENTS and TRU STS-

    ~ N O N E(No reportable income, assets, or transactions.)A. B. C. - ................... ~ ..........

    D~script ion of AsseTs Income during Gross value at end Transact ions during repo~ing period

    (including I~st assets) repo~ing period ofrcpo~ing period

    (0 (2) (t) (2) O) (2) (3) .... ~4) (~)Place "(X)" after each asset Amoun~ I T ype (e.g., V alue

    exempt from prior disclosure C~e I ] div..rent, Code 2 Mcfl*od buy, sell, mmd~yy t Code 2 Code buyer/seller(A-H) [ or int.) (J-P) Code 3 redemption) , (J-P) (A-H) (ifp~val

    l I (Q-~V) l lransaction)3 5 .

    3 6 . JP Morgan Real Estate A Dividend Sold 07/09 J A

    3 7 . UsTreasury Strip 11/15/2020 None L T

    3 8 . US Treasury Strip 11/15/2016 None L T

    3 9 . US Treasury Strip 11/15/2012 None L T

    40 . i shares Russell 3000 Index Fund3oint A Dividend Sold 02/09 K A

    I. Income Gatn Ct~des: A =$1,0U0 or less B =51,001 - $2,500 C =52.50t - $5,000 D =$5,001 -$ I 5,000 E =$15.001 - 550.000(See Columns [31 and D4} F = 550 ,001 - 5100,0~0 G = $10 0.001 - 51.000,000 HI =$l,OOO,O01 .55,000,000 H2 =More (ban $5,000,000

    2. Value Codes J =515.000 or less K =SIS,0Ol - $50,D011 L =$50.00t - 5100,000 M =5100,001 - $250,000(See (olun~n~ CI and D3) N =5250,0 01 - $500,000 O =550 0,001 - 51,000,000 P I = $1 ,0 0 0, 00 1 - 5 5, 00 0 ,0 0 ~J P 2 =$ 5, 00 0 ,0 0 1 - $2 5, 00 0 ,0 0 0

    P3 =S25,0OO,O01 - SS0,000,[J00 P4 =More than 550,000.0003. Value Method Codes Q -Appraisal R =Cost (Real Es~te Only) S =Assessment: T =Cash Market

    (See (olumn C2 } U =Book Value V =Other W =Estimated

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    FINANCIAL DISCLOSURE REPORT N.... fPerson Reporting DRteofReport

    Page 7 of 8 Antoon lI, John 0 5 / 1 2 , / 2 0 1 0

    V III . ADDITIONAL INFORM ATION OR EXPLANA TIONS.

    Note I: Reference Part VII, line 6 - Fidelity Cash Reserves Joint - is a new entry. Last years report listed Fidelity Cash Reserve on line 26. This entry has nowbeen separated. Line 26 is now noted as a Fidelity Cash Reserves IRA v, hile line 6 is now noted as Fidelity Cash Reserves Joint.

    Note 2: Reference Part VII, line 7 - now listed as Franklyn Income Fund, last year was listed as Templeton Growth Class C. On last years report, I inadvertentlyomitted an entry pertaining to Templeton Growth Class C. It was owned through SunTru~t, but was sold and the entire proceeds used to pmchase Fr.mklyn IncomeFund. The sale and purchase occurred October, 2008. The proceeds from the sale of Templeton Growth Class C were J.

    Note 3: Reference Part VII, line 22 - last ye,u" I reported that the Harbor Bond Inst. was sold. This entry clarifies that what was sold was the llarb~r l~ond Inst.IRA. I still hold a Harbor Bond Inst. in the joint account, which is reported here.

    Note ~.: Reference Part VII, line 23 - last year 1 repo~ted thai the T. Row e Price lnll Bond was sold. This entry clarifies that what was sold was the T. R nwe PriceIntl Bond IRA. I still hold T.Rowe Price Intl Bond in the joint account, ~hich is reported here.

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    FINANCIAL DISCLOSURE REPORT N . . .. .t ~ o . o n ~ p o r t i .~ I , .~e of t t .V , , r t[

    Page 8 of 8 A n t o o n 1 1 , J o h n 05/I 212010

    IX. CEI~TIFICATION .

    ! certify that all Information given above (including Inform ation pertainingto my spouse and minor or dependent children, if any) isaccurate, true, and com plete to the best of my knowledge a nd belief, and that an) Information not reported v,a~ wllhhcld because it me t appllcahle statutoryprovisions permitting non-disclosure.

    1 further certify that earned income from outside employment and honoraria and the acceptance of gifts ~hich have been reported arc incompliance with the provisiom of 5 U.S.C. app. 501 et. seq., 5 U.S.C. 7353, and Judicial Conference rcgulallons.

    NOTE: ANY INDIVIDUAL WtlO KNOWINGLY AND WILFULLY F~ LSIFIES OR FA-ILb~ITYF1L~r~TI|iffl]EPORT-5|~BE-~{JBJE~T TO CIVILAND CRIMINAL SANCTIONS (5 U.S.C. app. 1{)4)

    FILING INSTRU CTIONS

    Mail 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


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