John P Gilbert Financial Disclosure Report for 2009

11
’ ’l AO 10 FINANCIAL DISCLOSURE REPORT R,.~,.,-, Required b? the Ethics i n Got’ermnent .4cl Q[1978 Rev. l~OlO FOR CALENDAR YEAR 2009 t5 u:s.c. ,~,v.. ~ ~o~-m~ 1. Person Reporting (laxt name. first, middle initial) 2. Court or Organization 3. Date of Report GILBERT. JOHN P. UNITED STATES DISTR1CT COURT 04/29/201 0 4. Title (Arti cle Ill judges indicate active o~ senior status: 5a Report Type (check appropriate type ~ 6. Reporting Period magistrate judg.es indicate full- or part-dine) [] Nom ination. Date 01/01 DISTRI CT COURT JUDGE - A CTIVE [] Initial [] Annual [ ] Final to 12/3112009 [ 5b. [] AmendedRepoa 7. Chambers or Office Address 8. On the basis of the information c ontained in this Report and any mod ificatinm pertaining thereto, it is, i n my opinion, in com pliance 301 WEST MAIN STREET with applicable laws and regulation~ BENTON, LL 62812 Reviewing Officer Date. IMPORTANT NOTES: The instructionx accompanylng this form must be followed. Complete all parts, checking the NONE box for each part where you have no reportable information. Sign on last page. I . POSITIONS. tRo~o~,g in~i~ o~; ,,, ~. ~.~ o~ ~,~ ~,~,ao~,.~ NONE (No repomable positions.) POSITION ~ OF ORG ~ZATION~Y 1. ~ ~ . ~,~ . - ~ C ) ~ NONE (No reportable agreements.) DATE PARTIES AND TERMS I. Gilbert, John P.

Transcript of John P Gilbert Financial Disclosure Report for 2009

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’ ’l A O 10 FINANCIAL DISCLOSURE REPORT R,.~,.,-, Required b? the Ethicsi n Got ’ e r mne n t . 4c l Q[ 1 978

R e v . l ~ O l O F OR C AL E NDAR YE AR 2 0 09 t 5 u : s . c . ,~ , v . . ~ ~ o ~ - m ~

1 . Pe rson Report ing ( lax t name . f i rs t , midd le in i t ia l) 2. Cour t or Organiza t ion 3 . Date o f Report

GILBERT. JOHN P. UNITED STATES DISTR1CT COURT 04/29/201 0

4. Tit le (Art icle Il l judges ind ica te act ive o~ sen io r s ta tus : 5 a R e p o r t T y p e ( c h e c k a p p r o p r i a t e ty p e ~ 6. Repor t ing Per iod

magis tra te judg .e s ind ica te ful l - o r pa rt-d ine )

[ ] N o m i n a t i o n . D a t e 01/01

DISTRICT COURT JUDGE - A CTIVE [] Initial [] Annual [] Final to

12/3112009

[ 5b. [] AmendedRepoa

7 . Chamber s o r Of f i c e Addr e s s 8. On the bas i s of the informat ion c onta ined in th i s Repor t and anymod i f i ca t inm p er ta in ing there to , it i s , in my opinion, in com pl iance

301 WEST M AIN STREET wi th app l i c ab l e l aws and r egu l a t i on~

BENTON, LL 62812

Reviewing Off i cer D a t e .

I M P O R T A N T N O T E S : The instructionx accompanylng this form must be followed. Complete all parts,

c he c k ing the NONE box f or e a c h p a r t whe r e you ha ve no r e p or ta b l e in f or ma t ion . S ig n on l a s t p a g e .

I . P O S I T I O N S . t R o ~ o ~ , g in ~ i ~ o~; , , , ~ . ~ .~ o~ ~ ,~ ~ , ~ , a o ~ , . ~

NONE (No repomable positions.)

POSITION ~ OF ORG~ZATION~Y

1. ~

~. ~ , ~ . - ~ C)

~ NONE (No reportable agreements.)

D A T E PARTIES AND TERMS

I.

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’ FINANCIAL DISCLOSURE REPORT [ .~ o t P ~ r ~ , , . a . ~ , r t i ,, ~ o ~ , ~ . , , r a , ’ o , , "

Page 2 of 11[ GILBERT, JOHN P.

0 4 / 2 9 1 2 0 1 0

t I I . N O N - I N V - E S T M E N T I N C O M E . ~g~, , ,m, ,~ individual and sp ..... : see pp. 17 .24 o f f i l ing in~’t ruc6ons ,)

A. Flier’s N o n - In v e s t m e n t In c o m e

N O N E (N o r e p o r t a b le n o n - in v e s t m e n t i n c o m e . )

D A T E SOURCE AND TYPE INCOME(yours . no t spouse ’ 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 - ~ f y o u wer, married during any portion of the reporting 3ear, complete this section.

( D o ll a r a m o u n t n o t r e q u i r e d e x c e p t f o r h o n o r a r i a . )

[~ N O N E (N o r e p o r t ab l e n o n - in v e s t m e n t i n c o m e . )

DATE SOURCE AND TYP!~

1 .

2.

3.

4.

IV. R E IM B U R S E M E N T S - .f l n c l u d e s t h o s e t o s ~ u . ~ ¢ ~ d d e p e n d e n t c h i l d r e n : s e e p p , 2 5 .2 7 o f f !l i n g i ~ t r u c t i o ~ .

~ NO ~ (No repo~able reimbursements.)

SOURCE ~ L O C A T I O N Pb~POSE I~MS PAID OR PROVIDED

1 . ~orge M~on Unive~i~ Octo~r 18-22. 2~ San Diego . CA S e m i n a r ~s~nation. me~s & hotel

3.

4.

5.

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’ FLNANCIAL DISCLOSURE REPORT x ....... trP ...... R e p o r t i n g!

D a t e o r " P . ~ p , , r t

Page 3 of 1 1 GILBERT, JOHN P. 0 4 1 2 9 t 2 1 1 1 0

V . G I F T S . a , ,c ~ , ,, ~ a ,o ~ 0 , o ~ . . . . . . . a ~, .p, ,a, , , children: s e e p p . 2 8 - 3 1 of filing inst~ctionx.I

N O N E (No reportable gifrs.)

SO U R C E D E SC R IPTIO N ~

I.

3.

4.

5.

D N O N E (No reportable liabilities.)

C R E D I T O R DESCRLPTION VALUE CODE

1 . Old Nation al Ban k M ortgage on In v estm en t Prop erty M

2.

3.

4.

5.

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’ FINANCIAL DISCLOSURE REPORT.~ ..... f P .... Repor t ing Date o f Report

P a g e 4 o f 1 1 GILBERT, JOHN P . 0 4 / 2 9 / 2 0 1 0

VII. INVESTMENTS an d TRUS TS - i ........ o r . e , , ......o,~ (Includes t l . . . . of sp . . . . a n 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 0 o f f c l i n g i n s tr ’ u c r i ~ n $ , l

NONE (No reportable income, assets, or transactions,)

A . B. C.

: D e s c r i p t i o n o f A s s e t s Incom e during Gro ss v a lue a t end " l r a ~ z a c t io n s d u r i n g r e p o r t in g p e r i o d( includ ing trus t a s se ls ) r e p o r t in g p e r i o d o f r e p o r t in g p r o ’ n o d

(~- ....P l a c e " ( X ) " a f t e r e a c h a s s e t ’ ,A m ou n t T y p e ( e .g . . Value i Val ue T y p e ( e . g . , ; Date V a l u e G a i n I d e n t i t y o f

exempt from prio r d is closure " C o d e I d i v . . r e n t . Code 2~

M e th o d buy. s e l l , m m / d d / y y " Code 2 : Code 1 b u , ~ ’ e r l s e l l e r( A - H ) ur ine . ) { J - P ) [ Code 3 r e d e m p t io n ) (J -P) . (A-H) ( i f p r i v a t e

i ( Q - W ) ; [ i t r a n s a c t i o n )

1 . COM. . PEPSICO A D i v i d e n d I T

2, COM. HU TTON TEL. TR. B D i v i d e n d J T

3. C O M , M F S G V . P L m u t u a l f u n d s A D i v i d e n d K T

4. COM, FRANKLIN U.S .G. A D i v i d e n d K T

l 5 . COM. OLD NATIONAL BANK D D i v i d e n d N T

6. C OM . T E M P . G WI ’ H A D i v i d e n d K T

7. ROYALTY-UNION OIL n /k /a NOBLE A D i v i d e n d J TENERGY

8. OLD NATIONAL BANK-Accoun t s A lo t J T

9. UNITS MEADOW RIDGE - ASSESSED E Rent M SVALUE $280.000 Jackson Co. , IL

1 0 . T I M E S H A R E S - C A N C UN V I V A , A Ren t J RCANCUN, MF-XICO - 7/7/79 $3 ,000

1 1 , COM. BRISTOL MYERS A D i v i d e n d J T

1 2 . C O M A M E R .E L EC . POWER A D i v i d e n d J T

1 3 . COM ALLE’I-E A D i v i d e n d J T

1 4 . COM XCEL ENERGY A D i v i d e n d J T

1 5 . C O M C O C A C O L A A D i v i d e n d J T

1 6 . COM G EN ELECq" A D i v i d e n d J T

1 7 . C OM M OT OR OL A A D i v i d e n d J T

fSce Column~ B I and D4~ F = $50.001 - $1 00.000 G =$1 00.001 - $1 .000.000 H 1 = $1,000.001 - 55.000.000 H2 =Mote than

’ 2. Value Ct,’dcs J ~$15.000 or less K ~ - ~ 1 5 . 0 0 1 - $ 5 0 . 0 0 0 L =$50.001 . $ |00.000 M =$1 00.0OI - $250.000( ~ Co l umn s C I a n d D3 ) N =$250.001 ¯ S 500.000 0 = $ 5 0 0 . 0 0 1 - $ 1 . 0 0 0 . 1 . ,~ 0 P I - -- ~ ]. 00 0. 00 l - $5 . 000 .0 00 P 2 - ~5 .0 ~d . 091 - $ 25 .0 00. 00 0

P3 =$25.000.001 . $50.000.000 P4 =More th~l $50.000.000

3 , \ .:a lu¢ Method Cedc~ Q = App ra isa l R ----~t~st ( R e a l Estale O n l y ) S = A s ~ e s s m e n ! T ~ C a . ~ h M ~ r k el(See Col amn C2J U ~ B ~ x ~ k V a l u e v - ’ - - O ~ h ~ r W =E~limated

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¯[ N a m e o f P e r s o n R e p o r t in g D a t e o f I ~ e p a r l’ FINANCIAL DISCLOSURE REPORT/ 1

P a g e 5 o f 1 1 GILBERT, JOILN V. ~ 4 / 2 - 9 . t 2 0 1 0

VII. INVESTMENTS an d TRUSTS - i,,,o ...... ~ , , . , . . . .. . a o , , ( I n c l u d e s t h o ~ e o f s p o u s e a . d d e p e n d e n t c h i M r e n ¢ s e e p ’ p . 3 4 - 6 4 9 o f f il i n g i n s t r la c t i o n ~ . I

[] (No reportable income, assets, or transactions.)ONE

..................... X. ................ ¯ . . . . . . . . fi.- ...........c. ..............................~ .....................D e s c r i p t i o n o f A s s e t s In com e du ring Gro ss va lue a t en d T r a n s a c t i o n s d a r i n g r e p o r t in g p e r i o d

( i n c l u d i n g t r u s t a s s e t s I r e p o r t i n g p e r i o d o f r e p o r l i n g p e r io d.-. . ..................... r .....................

Ill i [:~ ~l~ t ~:~ : ~ ~2~ : (3) [41 .......~i .........~

Place "(XI" a fte r each ~se ! i A m o u n t j T y p e ( e . g .. Value [~ Val ue T y p e ( e . g . . Date ! Value Gain I d e n t i t y o f

e x e m p t fr o m p r i o r d i s c lo s u r e Code 1 ! d i P . . r e n t . Code 2 :~I v l e t h o d buy, s e l l . ’ . m m /dd / yy Code 2 Code I b u y e r / ~ e l l e r i

~ ’ A - H )i or in t . ) ( J - P I

[Code 3 red em ption l : (J -P) [ A - H I [ifpri~ate

i ]j ( Q - W ) - t r a n s a c t i o n l

1 8 . C O M H P Q A D i v i d e n d J T

1 9 . C O M E XXO N M O B I L A D i v i d e n d J T

20. COM TECO ENERGY A D i v i d e n d J T

21 . C O M O R A C L E A D i v i d e n d I T

22. COM CATERPILLAR A D i v i d e n d 1 T

23 . COM F’ I ’ . DEARBOKN A D i v i d e n d J T

24 . C O M W A L M A R T A D i v i d e n d J T

25 . COM W ESTERN RES n /E ta WESTAR A D i v i d e n d .l TEN.’ERGY

26 . C OM P U T N AM V I ST A B D i v i d e n d K T

27 . COM DELL COMP UTER A D i v i d e n d J T

28 . COM MICROSOP-T A D i v i d e n d J T

29. CO/v l TIMEWARNER A D i v i d e n d J T

30. C O M C I S C O S Y S T E M S A D i v i d e n d J T

31 . C O M PUT N A M G L O B A L A D i v i d e n d J T

32. COM REGIONS FINANCIAL CORP A D i v i d e n d J T

33 . COM !P LUNDER FUND B A D i v i d e n d J T

34 . COM ZIMM ER HOLDINGS A D i v i d e n d J T

I . Incz~rae Gain Codes: A - - ~ I . I ~ K I 0 o r I ~ s s B =$1 .031 - $2.500 C = $2.501 - $5 .000 D --$5.001 - $15.000 E =$ ILO01 - $5 0,000I’se~ Colurnn~ B I and D4) F ~ $ 5 0 . 0 0 1 - $ I l Y O . 0 0 0 G --31 00.00l - $ l .tk’)0,000 H I = $1 . 00 0. 00 1 - $5 .00 03 3 00 H 2 ~ M o re t ha n $5 .0 00. 00 0

(See Co luma~ CI and DYl N =5250.001 - $5 00.000 O -- $5 00. 001 ¯ $ 1. 000. 000 P I - ~1 .000. 001 - ~ .5 .000. 000 P 2 = 5 5 . 0 0 0 . ~ 0 1 -P 3 = $ 2 5 , [ ~ 0 0 . 0 0 1 - $ 5 0 . 0 0 0 . (D t q P4 -M are than $5 0.000.00(I

3. Value Method C o d e : , Q =Appr a i s a l R ~:o~ t /Rea l Es ta te 0n ly S = A ~ ; s e s ~ m e n l T =Cash Market5¢e Column C21 U ~Bo~ )k Va l~ V - - K ) ~ e~ ~." =Estimated

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’ lINANCIAL DISCLOSURE REPORT .x .... f P . . . . , Repor t i ng D a t e o f i ~ .e l J u r t

P a g e 6 o f 1 1 GI L B E RT . J O HN P . 0 4 1 2 9 / 2 0 1 0

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..e. , , o l . . , , ..... ~o.., (Includes those of spouse add depet dent children; ,e, pp. 34-60 of fi ling instructions.)

NONE (No reportable income, assets, or transactions.)

A . B. C, D.

D e s c r i p ti o n o f A s s e s s In co m e d uring Gross v a lue a t en d T r a n s a c t i o n s d u r i n ~ r e p o r t in g p e r i o d

( iacludmg trus t a s se ts ) r e po r t i n g p er i o d o f r e p o rt i n g p e r i o d

P l a c e " ( X ) " a f t e r ~ a c h ~ L ~ , s e l ’ A m o u n t T y p e (e .g ., Value Va lu e T , v p ~ ( e . g . . : Date V a l u e ~ G a i n Identi~’ of

e x e m p t fr o m p r i o r d i s c l o s u r e Cede 1 d i v . . r e n t . Code 2 M e th o d buy . s e ll, m m/dd /yy Code 2 " Ctx te t buyer/se lle r

( A - H I o r i n t . ) ( J - P ~ Code 3 r e d e m p t i o n l ( J - P I , (A-HI ( i f p r i v a t e

, i ( Q - W q ! t r a n s a c t i o n )

3 5 . C O M Y U M B R A N DS A D i v i d e n d J T

3 6. COM HARLEY DAVIDSON A D i v i d e n d J T

37 . B ON D F OR D M OT OR A Interes t J T

38 , COM VERIZON COMM A D i v i d e n d J T

3 9. C O M A M E R IC A M O V I L A D i v i d e n d J T

4 0. COM DTE ENERGY A D i v i d e n d J T

i4 1 , CO M SO U TH ERN CO M P AN Y A D i v i d e n d J T

4 2, C O M A E S A D i v i d e n d J T

4 3 . COM TELEFONOS A D i v i d e n d J T

4 4 . C O M C O R N 1 N G A D i v i d e n d J T

45 . COM INTEL A D i v i d e n d J T

4 6. COM TEX INST A D i v i d e n d J T

47 , CD CAR FIRST B Interes t R e d e e m e d 03/25109 K A

48 . CD PROVIDENT B Interes t R e d e e m e d 03!25109 J A

49 . BOND FNMA B Interes t K T

50 . B O N D G M A C A Interes t K T

I 5 1 . B O N D G M A C B Interes t K T

[ s ~ C o lu~ B l a n d ~ l F ~ 0.~ l - $ l ( ~ .~ G ~ 1 ~ .~ 1 - S1 .~ ,~ H 1 ~ 1 .~ .~ 1 - $5 .~ .~ H 2 =M ~we ~an $5.~.~

( ~ e C o l u m n ~ CI ~M 0 3 1 N ~250.~1 - $5~.~ O ~ 5 ~ .~ 1 - $ 1 .~ .~ P 1 ~ 1 .~ .~ 1 - $ 5 .~ .~ P2 =$5 .~ . [~1 - $25.~.~

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’ FINANCIAL DISCLOSURE REPORT x~m~ of P .... R e p o r t i n g D a t e o f i ~ c p o r t

P a g e 7 o f 1 1 GILBERT, JOFLN P. 0 4 / 2 9 C 0 1 0

VII. INVESTM ENTS an d TRUSTS - i ......... ~,e, transaction:i (lncludes those of sp ...... d d , p e n d e , t t c h i l ~ e , t ; s e e p p . 3 4 - 6 0 o f f c l in g

NON~ (No repo~able income, assets, or transactions. )

A. B. C. D.

D~ption of As~ts I n c o m e d u r ~ g G r o ~ v a l u e a l e n d Tr~sactions daring re~ing ~riod

( i n c l u d i n g t ~ s t ~ s e t s } ~ing p~i~ o f r e p o a i n g p e r i o d

Place "~)~ after ~h ~t Amount i Type (e.g.. V a l u e V a l u e ~ Ty~ (e.g.. Da~e V~ue ¯ G~a I d e n t i t y o f

ex~pt from prior di~l~sure ’ C~e 1 ~ ....div..rent. C~ 2 Me~od buy. s e l l . m~d~vv : C~e 2 Co d e 1 buv e r /s e lte r’ (A -H )

~o r i n t . } ( J -P ) C~ 3 .. r e d e m p t i o n ) ’ (J -P~ (A -H } ( i f p r i v a t e

; ~ (Q-~~ ~ : u a n s a c f i o ~ )

............................................

52. BOND G~C A Interest K T

5 3 . CD MID ~ B Interest K T

54. BOND SEARS A Interest J T

55. COM ~C~S ~TH A Dividend J T

56. COM C~RK A Divi~nd J T

57. COM V~ I~G~ A Dividend J T

58. BOND G~C 5% A Interest J T

59. CD HUNINGTON 5% A ln~mst Refereed 03/191~ K A

~. BOND CHICAGO IL 5.125% A Inter~t Redeemed 01/0~ K A

61. COM E~LON A Divi~nd J T

6 2, COM ~N A Dividend K T

6 3 . COM ~PIRE DIST ELEC A Dividend K T

~. COM FPL A D i v i d e n d J T

6 5 . COM AGRBX A D i v i d e n d J T

~. COM LUCENT A D i v i d e n d S o l d 0~14/~ J A

67. COM AGTHX(Y)

6 8 . COM SCWBX

1 . Inc -o r~ Gain C~ ,.tcs; A =51 .000 ur lex s B = $1.001 - $2.500 C ~$2.501 - $5.000 D - - $ 5 . 0 0 1 - $ 1 5 . 0 0 0 ELg, ce Column~ B I and D.I) F = $ 5 0 . 0 ~ 3 1 - $ 1 0 0 . 0 0 0 G ~$100.001 - 51 .000.000 H ] = S I . 0 0 0 . 0 0 1 . $ . 1 ~ ’ ~ 0 . 0 0 0 H2 =More Ihan

2. Value tS(xle~ l - - . $ ,1 5 . 0 0 0 o t l e s s K = 515 .001 . $50.000 L -.~50.001 - $100.0~0 M --.~ I00.001 . $250.000(See Co lunm.~ CI and D3) N - - ~ 2 5 tq . 0 0 1 - $ 5 0 0 . 0 0 0 O ~$500.001 - $1 .000.000 PI -~1.000.001 - S5.000.000 P2 =$5. 000.001 - $~ 5.000.000

P . ~ ~ - ~ 2 5 . 0 0 0 . 0 0 1 . $ 5 0 . 0 0 0 . 0 0 0 P 4 = M o r e lh a t ~3 . x ~ a l tm M e t h o d C l ~ l e s Q = . ~ . l~ r ~ t s a l R ---Ca! (Real Esta le Only~ S =Asse s smen! T --~a_,h Market

¢S,e e Column C2I U =Book Value V ~Other " A = E ~ l im a t ex l

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" ’ FIN~kNCIAL DISCLOSURE REPORT x .... fP ..... r e o o r t i n ~ D a t e , ~ " R ~ p n r t

Page 8 of 1 1 G I L B E R T , J O H N P . 0 4 / 2 . 9 ! 2 0 1 0

VII . INVESTMENTS an d TRUSTS .. i .... e, value, t ......."ti~nx (Includes th .... ~f ~ouse and dependent chiM ren: see PV. 3 ~60 of f il ing imt~ct ions . I

~ NONE (No repo~able assets, or )ncome, transactions,

A. B. C. D.

Descr ip t ion of ~se t s I n c o m e d ~ r in g Gross va lue a l end Tran~c t ions dur ing repos ing( i n c l ~ i ng t ~ s t a s s e t s} . re~ing p~i~ of reposing period ....

~ (h ] (2~ ~ O) ~ (2~ (~ ~z~ (3) (4)

P l ace " (XI" a~ r ~ ch ~ se t ~ounI ] T y p e ( e . g . . i V M u e l Value T}.~ (e ,g . . . Date ~ VMue G a ~ I d e n t i t y o f

exempt from prio r a l l .Insure C ~ e I , div . . r enL C ~e 2~

M e th o d buy. s e l l . m~yy . Code 2 Code I buyer/seller: (A-H)

~ o r i n t . )~

( I - P I t C ~e 3 ~d e mp t io n } ( J - P ) ’ (A-H} ( i fp~vMe

, ~ i " ( Q - W ) ~ ; ~ i ~cfion).............................. ~ ..... ~ ........ , ................... ~ ...... = ...............................

69. COM HOSPI~ A D i v i d e n d S o l d ~14/~ J A

70. COM NEW W ORLD FUND A D iv i d en d J T

71 . C O M G R W F UN D O F A M . A D i v i d e n d J T

72. BONDGECC 6% A ln tdDiv . K T

73 . C D G M A C 5 / 3 % A IntdDiv. R e d e e m e d 09115/09 K A

74 . PFD JOHN HANCOCK A lnt . /Div. K T

7 5 . DNP S ELECT INC. A lnL/Div . .! T

76 . CD WACHOVIABK E In t e re s t So ld 0 9 1 1 5 1 0 9 J A

77 . C D W A C H O V I A BK D Interes t S o l d 1 0 9 ~ 5 1 0 9 K A

78 . BOND JOHN DEERECAPITAL E Interes t K T B u y I0li5109 J

79. COM JOH N DEERE A D i v i d e n d J T B u y 02/11109 J

80. COM BA NK OF AMERICA A D i v i d e n d J T Bu y 0 9 1 1 4 1 0 9 J

g l. BOND GMAC SMARTNOTE A Interes t J T Bu y 08 /04109 J

82. BOND ILLINOIS FIN. AUTH. A Interes t J T Bu y I~08109 J

8 3 . COM TELMEX A D i v i d e n d J T Bu y 08104/09 J

84 . C O M 3 M C O . A D i v i d e n d J T Bu y 11/16/09 J

8 5 . COM FIRST SOUTHERN BANK A D i v i d e n d J T Bu y 01~0/09 J

(See Columa~ B I and D4~ F = $ 5 0 . & 9 1 - $ 1 0 0 . tL ~ O G =51 00.001 . $ I.D00.000 HI =$1.0O0.O(H - $5,0~.000 H2 =More than $5.0~0.000

( S ~ C o l u ~ C I a n d D 3 . N =$2~.~1 - $~.~ O ~5~.~1 - Sl.~.~ PI =Sl.~.~l - $5,~1.~ P2 ~.~.~1 - $25.~.~P3 ~25.~.~1 - $50.~.~ P 4 = M o r e t~

3 . Y a t u e M e l h t ~ ~ e s Q = A pp r a i ~ l R ~ t ( R ~ I E s t a t e O n l y l S = A s ~ s s ~ n t T ~ a ~ h M ~ k e ~

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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 x ..... fPerson Re p ort i ng Date o f Re p ort

Page 9 of 11 G ~ L B E a T , ,~ O n : ’ ~ P .

V I I . I N V E S T M E N T S a n d T R U S T S -inco ...... lue. t ...... tions (Includes those of sp ...... d dependent children; see pp. 34.60 of fding instructions.I

[] NONE [No reportable income, assets, or transactions.)

A. B. C. D,

De s c r i p t i o n o f A s s e t s I r ~ c o m e d u r i n g Gro s s v a lu e a t e n d Tra n s a c tio n s d u r in g r e p o r tin g p e r io d

, ’ i nc luding t ru s t asse t s ) r e p o r t i n g p e r i o d o f r e p o r t i n g p e r i o d

7 i~i--i " ~ .......S- ........~ 1 " . . - - . .. . .. il, ..........~ : i?; -~- - ~% ............ i-~i .....P l a c e " (X | " a f t e r e a c h a s . c , e t : A m o u n t I T y p e ( e . g . , V a l u e V a l u e T. ’*pe (e . g . . Date ̄ Value Oai~ I d t n t i b ’ o f

e x e m p t f r o m p r i o r d i sc l o s u re Code 1 ! d is ’. , r e n t . Co d e 2 M e tho d bu y . s e ll . mm/dd/~.’y Code 2 i Code 1 b u y e r l s e l l e r

A - H t , o r in t . ) (J -Pb Co d e 3 re d e m pt io n ) " (J-P) " (A-H) ( i f p r i v a t e

~ ( Q - W ) [ t r ~ s a c t i o n )

86. COM AOL A Dividend J T Buy 09114/09 J

87 . C O M C O M C A S T A D i v i d e n d J T Bu y 0 7 / 2 0 / 0 < ) 1

88 . C O M E A S T M A N K O D A K A D i v i d e n d J T Bu y 01 /21 /09 J

8 9. C OM AT & T A D i v i d e n d J T B u y 03/11/09 J

90 , CJ~. BANK OF HAPOALIN A I n t e r e s t J T Bu y 07/30 /09 J

1. lnccma¢ Ga in Code s : A - - - $ 1 . 0 0 0 o r I c ~ ; s B --$1.001 - $2.500 C - - - $ 2 . 5 0 1 - $ 5 . 0 ( ] 0 D --$5.0OI - $15.000 E =A ]5.tq01 $50.000

(See Co lurnn~ BI and D4, F =$50.001 -$1 00,000 G = I 0 0 . 0 0 1 - $ |. 0 0 0 . ( Y , ~ I HI =$1.000.001 - $5.000.000 H2 =More than

2. Va lue Codes I : $ 1 5 . 0 0 0 o r l e s s K =$15.001 - $50.0t~ L =$50.001 - $100.000 M - - .$ 1 0 0 . 0 0 1 -

(See Coi t tmn~ CI and D31 N - - $ 2 5 0 .0 0 1 - S 5 0 0 . 0 (X b O =$ 500. 001 - $ I. 00( 3. 0f f~ P I = $ l .O 00. 00l - $ 5. 000. ~00 P2 =$ 5.00(I.001 - $25.000.000

P 3 = $ 2 5 . 0 0 0 .0 0 1 - $ 5 0 . 0 0 0 . 0 ( 1 0 P4 =M~’e than

3 . Va lue Method C~ie t , Q = . 4 . p p ~ a i : ,a ] R = C n s t I R e a l E . ~ t; ~ t e O n l y ) S . = ~ , . s s e ~ r n e n t T = C a s h b . 4 . a ~ ’ k e t

( S e e C n l u m n C 2 ~ L ’ : B m ~ : Vult~ V --Olher W =E~:tlmaled

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" ° FI~’.M~CIAL DISCLOSURE REPORT x ..... I’P .....R e l r a r t i n g Dal, of Rq,,,rt

P a g e 1 0 o f 1 1 GILBERT. JOI-LN P. 0 4 1 2 9 / 2 1 1 1 0

V III . ADDITIONAL INFOILM ATION OR EX PLANATION S.

The following as~t_,i belonv ~.o a I who is nov., eamancipated and are indicated in Pan VII with a "Y:"

Pa r t VII . p a ge 8 . l i n e s 67 a nd 6 8

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. FINANCIAL DISCLOSURE REPORT * ....t v . . . . . a ~ p o r t i . ~ 0 . , ~ o r ~ v , ,r ,

Page 1 1 of l I GI L B E RT . J O HN P . 0 4 / 2 q / 2 0 1 0

IX. CERTIFICATION.

1 c e r t i ~ " t h a t a ll i n f o r m a t i o n g i v e n a b o v e ( i n c lu d i n g i n f o r m a t i o n p e r t a in i n g t o m y s p o u s e a n d m i n o r o r d e p e n d e n t c h i l d re n , i f a n y ) i sa c c u r a t e , tr u e , a n d c o m p l e t e t o t h e b e s t o f m y k n o w l e d g e a n d b e l i e f , a n d t h a t a n y i n f o r m a t i o n n o t r e p o r t e d w a s w i t h h e ld b e c a u s e i t m e t a p p l i c a b l e s ta t u t o r y

p r o v i s i o n s p e r m i t t i n g n o n - d i s c l o s u r e .

I f u r th e r c e r t if y t h a t e a r n e d i n c o m e f r o m o u t s i d e e m p l o y m e n t a n d h o n o r a r i a a n d t h e a c c e p t a n c e o f g i f t s ~ ’ h i c h h a v e b e e n r e p o r t e d a r e i nc o m p l i a n c e w i t h t h e p r o v i s i o n s o f 5 U . S . C . a p p . § 501 e t . s e q . , 5 U . S . C . § 7 3 53 , a n d J u d i c i a l C o n f e r e n c e r e g u l a t i o n s .

Signature

NOTE: ANY INDIVIDUAL W HO KNO WINGLY AND WILFULLY FALSIFIES OR FAILS TO FILE THIS REPORT M AY BE SUB JECT TO CIVILAND CRIMI.NAL SANCTIONS (5 U.S.C. app. § 104)

HLING INSTRUCTIONS

M a i l s i g n e d o r i g i n a l a n d 3 a d d i t i o n a l c o p i e s t o :

C o m m i t te e o n F in a n c i a l D i s c lo s u r eA d m i n i s t ra t i v e O f f i c e o f f l ~ e U n i t e d S t a t e s C o u r t sS u i t e 2 - 3 0 1One Columbus Circle. N.E.W a s h i n g t o n . D . C . 20 5 4 4