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Morrison C England Jr Financial Disclosure Report for 2009

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  • 8/3/2019 Morrison C England Jr Financial Disclosure Report for 2009

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    !. Per$Oa Repo rtiag (last name, firsl, middle initial) 2. Court or Org~mlzarlott 3. D,te .f ReportEngl~nd, Jr., Morrisoa C. Eastern D~strict of California 07101.r2010

    4. Title (Article III jttdges indicate active or senior status; 5~ Report Ty p~ (check eppropriate lype)6. Repor ting Per tad

    magixtra~ jud.ge~ indicale full. or part-ti~e) 01./010009] Nomination,U~.DistrictJudge-active [] Inil, ial [] ..krmutl [] Final to1 2 / 3 i f 2 0 0 9

    SIx [] Amended Relmrt7. C;bambcr~ or Off ice A ddress 8, Oa the basis of the infornmllom r~ntalned In this Repor t ~nd anymodlflc~floss pertalal~tg thereto, it ia, |a my ~p|nlon, In ompUtuccU.~I. Courthotl~ w i t h appUcabl~ law~ l ~ t d r e ~ a l I f l a n ~ .501 I Street, Suite 14-230Sacramento, CA 95814 Reviewing Officer .... Date

    IMPORTANT NOTES: ~~e in~wa~ions accompanying this form must be followe d Complete ali purts,checking the NONE box for each part wh~re you have no reportable information. S~gn on lust page.

    I . P O S I T I O N S . t , o a o , a . ~ Indlvidaal,cd, V; Set rP" 9-13 o/flHng i~t,~.)~ NON E ~o reportable pos i t ions . )

    P0SlTION N~g OF OR~N~ZATION/gNTI~!. Regem Board of Rcgen~ - Univ~i~ cf~e Pacific

    4. ~ ~ I m .~~_.~

    ~

    m ~

    ~ NONE (No reportable a~eemen~.)~ P~TIES A~ T E R M S

    I.

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    FINANCIAL DISCLOSURE REPORT [ ,~ . m ~ o f ~ . .. o . a ~ v o . ~ n t l r ~ , ,~ o m , ~ -Pag{~ 20~" 9 i E n g l a n d , J r ~ M o r r ls o n C . ]

    07/01/2010

    llI. NON-INVESTM ENT INCOM:E. ~p o,~ ~ ,~,~, , ,, , ,, ,~,~; ,oop; ~-uA. Fi ler$ Non-Investment IncomeNONE (No reportable non-imestment income.)

    DATE SOURCE AND TYPE ( y o u r s . n o t ~ p o u s e s)

    B . S p o u s e s N o n - I n v e s tm e n t I n c o m e - lf j,u wete ~tmtrttd duting sny portto~ of tha tepor6ng ye~r. comp~e th~ s~lo~(~[~r amoum ~t requi~d ~epr for ~r~i~)~ N ONE ~o reportable non-investment income.)

    ~ SOURCE AND TYPET~ ~v~ Unified ~hool Dis~ct - Wages

    I V . R E I M B U R S E M E N T S _..~o.,o,o~o~.~./o~..,..~..~..(Include.~ those to rp~ ~d ~pcnde~ chil~en; ~e p~. 2J-27 offiling ~cti~.)

    N O N E (No reportable reimbursement.)~ ~ L O C A T I O N P~POSE ~EMS PAID OR PRODDED

    1.2.

    3.

    5.

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    FIN/uNCIAL DISCLOSURE REPOR TPage 3 of 9 England, Jr . , Morr~oa C . 01/01~010

    ~ N O N E ~o reportable g~s.)~ DESqRI~ION

    1.

    3.4.

    D N O N E (No reportable liabilities.)~ DESCRIPTION ~

    1 . A m e r ic a n E x p r e ss C r e d i t c a r d K2. Ba nk of Ar~rica C r e d i t I t a ~ K3.4.5.

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    F IN A N C I A L D IS C L O S U R E R E P O R TPag e 4 o f 9 I England, Jr . Morrlson C. 07/01/2010

    ~ NO~ ~o reportab& income, ~sets, or transactions.)....................... ~7 ..................... ~. c . o.

    ( inch~ding ~ asse ts) r~ing ~ offingPI~e "(X)" aa~ tnch ~ ~o~t T~ (e.g., Value

    exemptf~mpdordi~l~ure . C~e 1 ~v..renk C~2 M~ buy.~ll, 1~ Co~2 Co~ 1 buyer/~ (A-~ ~................................................ ~ (~ .-.[ ~ ~n~c~ion)

    I. Retirem~t #l - Rolh I~ A Inl~iv. J T

    2. - Large C~

    3, -- AIG B]uc C~p Gm~ Fund h~t./Div.

    4. -- AIG Large Cap Co~ Int.~iv.

    5, ~ AIG Lage Cap Value F~d InL~iv.

    6. .- AIG ~cially Repo~ib[e Fund InL~iv.

    7. -- AIG Stock Ind~ Fund lat.~iv.

    8. --Vanward Win~or II InL~iv.

    9. - Mid

    10 . - AIG Mid Cap Grow~ Fund Int~v,

    I. -~O Mid Cap Index Fund ]nl.~v.

    12 . -Small Cap

    13. --AIG Small Cap Index F~d lately.

    14 , -AIG S~II Cap Value F~d ht.~iv.

    15 -Global & Intl ~ulty

    16 . --AIG Forei~ Value ~iv.

    17 . -AIG International ~q~ti~ Fund Inl~iv.

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    FINANCIAL DISCLOSURE REPORT .~,m~ orr,~, ~p,~.= ]Page 5 of 9 England, Jr. Mo~son C.[

    07/01/2010

    ~ N O N E income, mseis, or lramactions.)o re~mableK B. C. D.

    ~cdptio~ otA~e~ [ncom~ dung Gro~ valu~ at tad Tr~c~ns dadng ~ng

    (t) ~ (2 ) : O) (4 )O) (I)ex~Ft~ompfiord[sc~me C~1 div_,~n~ ~c2 M~ b~.~B. ~m~ - C~2 C~e I buy~ll~: (A-H) or int ) (~P) Code 3 r~p~on) 1 (J~ (A-~

    2 0 . - AiG Globa l Real Es ta t~ Fund21. Reti~ment ~2 - 403 ~) A tnt~iv. J T

    22 . - ~ rg*23. -AIG BlueChip G~wth F~d

    2 4 . - -AIG ~rge Cap Core Int.~iv.2 ~ . - -AIG ~rg* Cap Value F~d Int~v.26. -AIG Socially Res~iblc F~d [nt~iv.

    27. --AIG St~k ln~x Fund Int.~iv.

    28. -V~guard WMd~* H In,iv.29. -Mid ~p

    3 0 . -AIG Mid Cap Growth F~d lnL~iv.3 I . --AIG Mid Cap Index Fund In t~iv .32. -Small Cap

    33. --AIG Small Cap Index Fund Int~iv.

    34. --~G Small Ca p Value Fund InL~iv.

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    F~C~ DISCLOSURE REPORT ] Engl~nd, Jr.,Mordson C.i

    0 7 / 0 1 , ~ 0 1 0age 6 of 9

    ~ N ONE ~o reportable income, assets, or Iransacliom.)A, B. C. D.

    P~ "~)" ~er c~ch ~t ~nt T~(t.g., V~luc Va~ T~e (e.g,, ~te ~ Val~c G~in l~ti~ of~ {A-~ otint.) ( I-P] C~e ~ r~mption) i (IP) (A-~ (ifp~vate

    35 . .~ loba l & [a f t Equi~

    ,41. Retirement #3 - 403(b) A lntdDiv. J T

    4 2. -Large Cap4 3 1 --AIG Blue Chip Gro~.h Fund ]nt./Div.44 . --AIO Large Cap Core Int./Div.

    45 . --AIG t~ge Cap Value Fund lat./l:Xv,

    46 . --AIG Socially Responsible Fund Int./Div.

    47 . .-AIG Stock I n d e x Fund lnt_/Div.4 8. --V~guard Windsor II Int./Div.4 9, -Mid Cap

    50 . --AIO Mi d Cup G rowt h F und Int./Div.

    5 I. --AIG Mid Cap Index Fund Int./Div.

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    Iarae ol Ptr~on Reporting DateF I N A N C I A L D I S C L O S U R E R E P O R T [ ~t~d,~.,~o~o~C.Page 7 of 9N O N E (No reportable income, assets, or transaction.)

    ~c~on of Asset~ In.me d~g G~ss va~e at end T r a n ~ d o n s dating ~~ng(i~lu~ ~t ~)s) ~:~ing~od ofrcpo~ngF~ "(X)" after e~h m~t ~ Y)~ (e.~, Va~ e : Value T~ (e.g., ~ ~ Va~e ) Gain ;

    cx~pt f~m pd~ di~l~me C~e l d~. f~k C~2 Mc~ b~. sc l~ ~ . C~e2 [ Code I ~ buyed~il~(A.H) or ira,) 0-P) Co~] ~dem plioa) (I-P) (A-[~

    52, -Small Cap

    5 4. -AIG Small Cap Va]u~ ~d

    - G l o b a l & I n t l E q u i t y5 6 . -AIG Foreign Value InL/Div.

    1 5 7 . -AIG International Equities Fund h , . t J D i v .5 8 . -.AIG Intl Small Cap Equity InL/Div.5 9 . -Specialty6 0 . -AIG Global Peal Estate Fund In[/Div.6I . R c t b c m e n t # 4 (Thrift Plan) A IntJDiv. 1 T6 2 . --Government Securities Investmen! (G) NoneF u n d

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    FIN AN CIAL DISCLOSURE REPORT I El~gland, Jr. M orrlsonC.Page 8 of 9VIII. ADDITIONAL INFORMATION OR EXPLANATIONS.

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    !Name of Pcr~a Repot.rig D ~ t c o f R e p o r tFINANCIAL DISCLOSURE REPORTPage 9 of 9 o 7 / 0 1 ~ 2 o ~ oIX. CERTIFICATION.

    1 certify that all information given above (including information pertaining to my spouse and m inor or dependent clfi idren, if any) isaccurate, true, and complete to the best ol my knowledge and blicf, and that any information not reported was withheld because It met applicable statutoryprovisions permitting non-disclosure.

    I farther certify that earned income from outside employment and honoraria and Ihe acceptance of gifts which have been reported are Incompliance w-lth the provtxion~ o1"5 U ~.C. app. 501 ct. seq., 50.S.C. 7353, and Judicial Conference regulations.

    Signatut __

    NO T E : AN Y IN D IV IDU AL W HO K NO W ING L Y AN D W IL F U LL Y F AL S IF IES O R F AIL S T O F ILE T HIS R E PO R T M AY BE S U BJE C T T O C IV ILAND C-]~J~I1NAL SANCTION S (5U.S.C. app. 104)

    F IL IN G I N S T R U C T I O N SMail signed original and 3 additional copies to:

    Committee on Financial DisclosureA dm inistrative Office of the United States CourtsSuite 2-301One Columbus Circle, N.E.W ashington, D.C . 20544


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