t/2010 1 IgOR CALENDAR YEAR 2009 Hi,ward. Martin M . U.S. District Cou,~Middle FL 7114/20111 U.S. District.ludge-Full ~ hdli,I ~ A~muai ~ Final 12/31/2~99 m~dil~cations p ro’raining theretu, ir Is, in my opinion, in IMPORT[.4NT NOTES: The instructions twcomput .l’htg th& fiwm must be fidhm,ed. Conq~l~qe atl parts, chet’kit~g th~ ~’ONE box ]be each !~art where you have tto t-eltortabI~, it~rutatiott. SiA, n o~ last 2 . Director Morah..’s Invesuncnls of Jacksonville, Inc. 6. Member St. Vh~ccn~’s Ho~plta! Womcl¢$ Cuumfi! 7. "l’rustc,z il. AGREE M ENTS. l~ep,,rtit,," individu,tl onOV see ~I,. 14.16 o/filing instruction~) ~ NONE PARTIES AND T~RMS I. 2t)03 McOnircWoods LLP 401 (k) (admiMstemd by "L Rowe Price) 3.
Transcript
8/3/2019 Marcia M Howard Financial Disclosure Report for 2009
FINA1NCIAL DISCLOSUR E REPORT ~ .... t e e . . . . a O l , O r , i ~ O ~ e o f R e p o r t
Page 4 of 8 Howard, Marcia M. 7/14/2010
V I I . I N V E S T M E N T S a n d T R U S T S - i,,co,,,~, ~,a,,~,, ....... tio,,~ (Inrides those of sp ...... d dependent chi[dre,,; ~ee pp. 34-60 of filing instruction.~;)
N O N E (No reportable income, assets, or transactions..)
A B. C. D,
Description of A~se~s Income during G ross v alue al end Transactions d~rlng r~or~ing period
(~ncluding ~n~sl assets) ~p oo mg t~ riod of reposing period
(1 ~ (2 ) II) 12) (1 ~ ( 2 ~ ~ 3 ) (4 )
(A-lit or m r.1 (J- I~] Code 3 erie opt o I ( . I . P ~ ~A-H)
( Q - W ) trausuction)
l. , V a c i ~ov i a (ha nk a c c t, )
!~A
h,terest M T ~
2. W ~ chov ia S to ck None Merged 11212009 K
(with l ine 33)
3. S0u~sidc Wurehousc, lnc. Stock (See Pan C K U
4. Paragon Lil~ / Met I.il~ Variable Life Polic) A Interest J T
5. Morales Investments of Jax. Inc. (See Part D J U
6. N ~I C H o ld ing tSee Pa~I V I I I. ) D J U
7. q’ . Rowe Pri c e 401 (k ) A lnt . /Div. M T
8. - - - - ’ I ’R .P R ST B a’ lan ced
9. - - - - ’ I ’RP Stable-~)alue Fund
-i0. t k )na ba rd ie r 40 I (k ) A In t.;Div . 1. T
l I, ---DWS Real Estate Securities Ftmd
!3 . - - - -W ushingtt !n
14 . ----Grt~wth Fund of Amcric~A
15 . ----Franklin Balance Sheet
1ovcstmenUlnv.A. :
! 6. ---Franklin Small Mid Cap Growth Fund]’A
17. ----Etu’o Pacific Growth Fund;A
8/3/2019 Marcia M Howard Financial Disclosure Report for 2009
FINANCIAL DISCLOSURE REPORTs ....r~’ .....~ e p o ~ , i , , g O ~ t e o r R e ~ , o r t
P~ge 5 01" ~ Howard , Marcia M . 7114i2010
VII. INVESTMENTS and TRUSTS - i,,,o,,,,. ~ t ~ , , , . . . .. . . . a o , , . , a,,,-l,,d~.,, a,o,’,. , ,f . , r o , ,. ~ ; , , , ,a d , p , , ~ a , , ,, d , i t a , * , ,; , ’ * ~ ~ ’ V . ~ 4 - ~ 0 , ¢ ~ n , ~ i , . ~ , ~ ,
NON E (No reportable income, assets, or transactions.)
A. B. C, D .
( i n c l u d i n g l r u s t a s s e t ~ ) ~porting pcri~ o f r e p o t t i n g p e r i o d
( 1 ) ( 2 ) (~) 12) U) (2) ~3)
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 ( ~ . g . , Value V a l o e T y p e ( e . ~ . , D a te V a l u e G a i n ~ d e n t i t y o f
e x e m l a t f r o m p r i o r d i s c l o s u r e C o d e 1 d i v . , ~ n t , C o d e 2 ¯ M e t h o d b u y . s e l l , m n u ’ d ~ y y C o d e 2 C o d e 1 buycdseiler
( A - H ) o r i n t 3 ( J ~ P ] C o d e 3 r ~ c n t p t i o o ) ( J -P ) ( A - H ) ~ i f p r iv a te
( Q - W ) w a n s a c t i o n ~
~--D~A Emerging Markets I (See Pat~ VIII)
19 . --.-State S treet EAFE International IndexFund
2 0 . ----State Street S&P 500 h~dcx
~2I . Wachovi~ 401 ;~ ) A lnt./Div, M T
2 2 . ----Stable I"und
2 3 , S{m thland Life Insurance Policy A Interest J T
2 4 . Flank of America C.D . C Interest M T
2 ~ . M orgar Professional Center (See Part VII1.) None K U
~. F } a r i c o B i l b a o B Dividend L T
2 7 . Brokerage Account ¯
2 8 , -.--Merrill l,ynch Money Market Fund A lnt./Div. L T
2 9 . ----Interline B rands Inc. None L T
3 { } . W ebb Investments Ioc. None J U
3 t. t . , v c r b a n k C Interesi M T
i32.l}:mk of America Account A Interest J T
3 3 . W ells Fzrgo {scc lioc 2) A Dividend K T I/2/09 K
1 3 4 . Fidelity hxvestmems {See Part VIII’)
8/3/2019 Marcia M Howard Financial Disclosure Report for 2009
FINANCIAL DISCLOSURE REPORT . ~ . . . .. r ~ s o , , R ~ , o r , i ~ a m t ~ o r a ~ p o .
Page 7 of 8 Howard, Marcia M . 7114/2010
VIII . ADDITIONAL INFORM ATION OR EXPLANATIONS.
Part I - "File Irrevocab!e Trust disck)sed on Lin~ g is an uni~hndcd trust.
Part VII. Co. B~ 2"~, Lines 3, 5. and 6 - the W pc or’ income is panne~hip income.
Pan V ll , I . inc I~ - the provider of this 40 1 k replaced Templeton D ov¢ loping M arkets Trust A with D FA Emerging M arkets t , :
Part VII, Line 35 - This item represents ~111 llllvCSt~d interest ha a long t~rm compefi:~ttofi aw¢lrd lo~ f ro m h i s ~ ’ m p l o y m e n ~
Pmx V ll. Line 36 - This e ~ cep ’esents ~:~ ] 14 interest in a condominium tim~ was oweed by , : :~ ~[~ ~] The 11 4 imerest pa~.sed to him fl~rough:theprobate process.
8/3/2019 Marcia M Howard Financial Disclosure Report for 2009
Page 8 of 8 h o w a r d , M a r e i a M . 7 / 1 4 1 2 0 ! 0
IX. CERTIFICATION.
I certify that all information given above (including information pertaining to my spouse and minor or dependent children, if any) isaccurate, true, and complete to the best of my knowledge and belief, and that any information not reported was withheld because it met applicable statuta]’yprovisio~s permitting non-disclosure.
I further certify that earned income from outside employment and honoraria and the acceptance of gifts which have been reported are incompliance with the provisions of 5 U.S.C. app. § 501 ct. seq., 5 U.S.C. § 7353, and Judicial Conf erence regulations.
Signatu r
NOTE: ANY INDIVID UAL WH O KNOWINGLY AND W ILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT M AY BE SUBJ ECT TO CIV ILAND C RIMINAL SANCTIONS (5 U.S .C . app . § 104 )
FILING INSTRUCTIONS
M ail signed original and 3 additional copies to:
Committee on Financial DisclosureAdministrative Office of the United S tates CourtsSui te 2 -30 tOne C olumbus C irc le , N.E.W as hington , D . C . 2 05 44
